We had quite a few new filer returns filed last year. As new TaxCycle users we EFILED the T1013 forms and get the transmission confirmation message “CRA will process the T1013 once the client’s tax return has been processed”. We assumed this would mean that once CRA had assessed the return and issued the NoA, the T1013 would be automatically processed and we would get online access, but this isn’t the case. We now need to go through the process of printing, signing and transmitting T1013s for these clients next tax season as the forms they signed last year are now older than 6 months.
Now that we know this is the case, we will make a note to go back and file the T1013 a few weeks after the return is filed, but we won’t actually know if the NoA has been issued and therefore whether filing will be successful so we’ll still be playing a guessing game.
Maybe I’m the only one who finds the message misleading, but it seems like it should better reflect the fact that while it may have successfully been transmitted, it won’t actually be processed by the CRA and we won’t get access unless we EFILE the T1013 again.