There are two pages of transmission options for slips: Slips Accounts and Slip Transmitter.
These options are transferred to the Transmitter section on the Info form when you create a new slips return. If you edit them there and they are different than in Options, TaxCycle will prompt you to update the information from Options.
The Slips Accounts page sets up options for transmitting returns to the CRA using the Internet File Transfer (XML) web pages, and for transmitting the Québec Relevés to Revenu Québec.
- To open Options from the Start screen, click Options in the blue bar on the left side. If you have a file open, go to File menu, then click Options.
- On the left side of the screen, expand the section for Transmission and click on Slips Accounts.
- Enter a CRA Account Number and Transmitter Web Access Code (WAC). These are used to log into the transmission website and must be related to one another. You can use the preparer's Account Number and WAC, or the slip issuer's Account number and WAC, as long as they relate to each other. But, if you use the issuer's WAC, you must change it each for each client in Options. Visit the CRA website to request a Web Access Code (WAC).
- If you have one, you can enter a Transmitter Number. This is used in the T619 data that is sent to the CRA. However, if you don't have a Transmitter Number, TaxCycle will insert a default number instead.
- If you are filing Québec Relevés with Revenu Québec, enter the Relevé Transmitter number and Relevé Identification number assigned by to you or your firm by Revenu Québec.
- In the boxes below, enter the series of sequential numbers Revenu Québec assigned you for each type of RL slip.
- Click OK to save the options.
The Slip Transmitter page in Options allows you to enter different contact information than is set in the Preparer and Organization options. These details flow to the Transmitter section on the Info worksheet.
To edit any of these options, uncheck the boxes to Use preparer first and last name, Use Organization address or Use Organization contact details, depending on which fields you wish to change.