SlipSync

Updated: January 10, 2017

Prepare T3, T4, T4A or T5 slips and publish them to SlipSync. Then, if you happen to prepare a T1 return for one of the recipients, TaxCycle alerts you to import the slip into the return.

Video: SlipSync in TaxCycle

Jump into the following webinar to see how SlipSync works.

Publish slip information

  1. Once your T3, T4, T4A, T5 slips are ready, click Publish in the Data menu to share slips with other returns.

To automate this process, add the publish step to a print set.

  1. Click Print/PDF in the sidebar. 
  2. Click the edit link on the T4 Employee copy (Beneficiary copy in T3, or Recipient copy in T4A and T5).
  3. Check Publish to SlipSync.
  4. Click the link to Save these settings for T4 Employee copy (or the print set you are working on) so they will be available automatically the next time.
  5. Click the Close button.

slipsync-publish-options

Published slips folder options

By default, published slips are saved in C:\ProgramData\Trilogy\TaxCycle\Published Slips. Change this to a shared folder on your network to make them available across your office.

  1. To open Options from the Start screen, click Options on the left side. If you have a file open, go to the File menu, then click Options.
  2. On the left, expand File and Folders and click on Common Folders.
  3. Enter the location in Put published slips in this folder for SlipSync

slipsync-folder

Import slips into a T1 return

  1. Carry forward a T1 return from the prior year or start a current-year return.
  2. Make sure the taxpayer's social insurance number (SIN) is in the file.
  3. When there are slips available for import, a bulletin appears telling you there is a slip available for import.
  4. Click the link to import the slip. 
  5. The Import Slips dialog box appears. Review the slip data. Match it to an existing slip already in the file or create a new slip.
  6. Click OK to import the slip.

Import slips with SlipSync

Amended slips

If you make changes to a slip after importing, publish it again and then open the T1 return to update the file.