Pro Tax Users Stuck Attaching Documents to T1135, T1134 and T106 Filings

From Canadian corporate tax desks, a recurring snag: attachments for foreign information returns that upload into Pro Tax and then go nowhere near the Canada Revenue Agency. The fix is not a repair or a settings change. It is a document workflow inside the T2 module, and we traced it through the software maker’s own guidance so the sequence is laid out plainly here.

The forms at the center of it

Three forms qualify for electronic document submission: T1135, the foreign income verification statement; T106, which reports non-arm’s length transactions with non-residents; and T1134, which covers controlled and non-controlled foreign affiliates. The CRA accepts supporting documents for these filings through a service built for that purpose. In Pro Tax, every route runs through the T2 Corporation module, and every upload lands in one place: the Documents pane.

Where do preparers get stuck?

The sticking points are predictable. Files upload cleanly and then sit in the pane, assigned to nothing. Or every file picked in a single pass binds to one return, leaving the client’s other filings empty. Some users simply cannot find the screen that shows what will actually be transmitted. These are assignment problems, not data loss, and the software treats them that way.

Two routes, one destination

Pro Tax supports a standalone flow and a combined flow. Standalone means documents go up first, then get linked to a form. Combined means the attachments travel with the return as it is filed, through either a specific form or document selection. The choice depends on when your paperwork arrives, not on which route sounds better in the abstract.

The standalone flow, step by step

The sequence matters more than any single click. Work through it in order:

1. Open Pro Tax from the left menu and enter the T2 Corporation module.
2. Choose the return you are filing, then open Documents.
3. Add files with the Upload button, or drag and drop them into the pane.
4. Select the files you want, then choose “Select for submission”. Nothing is attached yet; you have only shortlisted candidates.
5. Choose “Select for submission” again and pick the return. Every shortlisted file binds to that one return.
6. Set the three dropdowns: Return type, Document type, and Slip.
7. Click “Next”. Pro Tax attaches the files and drops you on the “For CRA submission” tab.

That final tab lists every return. Expand a return with its arrow and you will see exactly which documents ride along with it.

Why do all the files land on one return?

Because selection is per return, not per batch. The guidance is explicit: choose more than one document and all of them attach to whichever return you select next. Documents must be added to each return individually. If you file T106 and T1134 for the same client, run the selection twice, once per return. Then expand each filing on the “For CRA submission” tab and confirm before transmitting.

The combined flow’s two entry points

Combined filing offers two doors. One starts from a particular form, so the document is attached in context while you complete that form. The other starts from document selection, closer to the standalone route, but the attachment rides along with the return itself when you transmit. Either door ends at the same place. Review the “For CRA submission” tab before you file; it is your last honest look at what the CRA will receive.

Can files be removed or changed after selection?

Yes, up to the moment of transmission. The documented workflow covers removing and modifying files, and the “For CRA submission” tab is where you audit the result. Treat transmission as the cutoff. Once a return is on its way, corrections follow the normal amended-filing route rather than the Documents pane.

The takeaway

The tooling works; the discoverability does not. Keep one habit and the problem largely disappears: upload, select, assign to one return at a time, then verify on the “For CRA submission” tab before transmitting. Preparers who internalize that sequence stop losing attachments, and the CRA receives the supporting documents these forms were asking for all along.