File a Return by Paper

If you choose to file by Paper, you will print out a copy of the Return for filing. 

When using this method, its is not necessary for the Return to pass all validations. Personal Tax will allow you to mark the Return Filed even though it failed some of the validation rules. We recommend that you ensure the Return has passed validation prior to filing.

To file a Return by paper

  1. Open the Return's Computations window by double-clicking on it in the Annual Data Navigator.
  2. Select the Submission page.
  3. Select the Paper option and click Next.
  4. Select Next again to begin printing.
  5. Enter the number of copies that you want to print at this time. You can also choose to turn off background shading
  6. Click Setup to change your printer settings.
  7. Click Print to print the Return
  8. When the client has authorised the Return by signing it, click the Next button. You may close the Computations form and return to it at the same point at any time prior to clicking Next.
  9. Enter the date on which the client authorised the Return. This date is recorded in the Annual Processing Log and used on Status Reports.
  10. To go back to the 'awaiting authorisation' state, click Back.
  11. When the Return has been filed, click Next. The Return will be marked as Filed on the date on which you click Next.
  12. To go back to the 'Unauthorised' state and unfile the Return, click Back.
  13. You can go back to any previous stage of the Submission process at any time by clicking Back.