TaxCycle version 8.0.34443.0—Slips and relevés filing release
This major TaxCycle release finalizes most federal slips and Québec relevés for electronic filing (please see the list below). It also includes an improved Excel import process for slips (limited to T4 slips in this release).
Get this version as an automatic update, a full download from our website or a free trial. (To deploy auto-update files from your network, see the Auto-update files page.)
- Status of federal slips and Québec reléves
- Customer Request! Create T2200s from T4 slips
- Enhanced slip import from Excel® (limited to T4 slips)
- Resolved—Known Issue: "Transmission content is invalid"
Status of 2018 federal slips and Québec reléves
Most 2018 slips and relevés in TaxCycle are ready for electronic filing with Revenu Québec immediately and with the Canada Revenue Agency (CRA) upon system opening on Monday, January 7, 2019. Please refer to the list below for the status of each slip type.
Federal slips and returns
- T4 – Ready to file
- T4A – Ready to file
- T5 – Ready to file
- T5013-FIN – Ready to file
- T5013 slip summary – Ready to file
- T5018 – Ready to file
- NR4 slips (standalone NR4 module) – Ready to file
- T4A-NR slips (in NR4 module) – Ready to file
- T3 slips – In progress. Wait to file until later release.
- NR4 (in T3 module) – In progress. Wait to file until later release.
- T3RET – In progress. Wait to file until later release.
- RL-1 – Ready to file
- RL-2 – Ready to file
- RL-3 – Ready to file
- RL-15 – In progress. Wait to file until later release.
- RL-16 – In progress. Wait to file until later release.
- RL-31 – Coming soon.
To learn how to file slips through the CRA Internet File Transfer (XML) system, please read the Internet file transfer (XML) help topic.
To learn how to electronically file Québec relevés, please read the Québec RL internet filing help topic.
Customer Request! Create T2200s from T4 slips
You can now start T2200 Declaration of Conditions of Employment at the same time as you create a T4 slip:
- In the Filing Info on the T4 slip, answer Yes to the question Create T2200 Declaration of conditions of employment.
- A new T2200 form for the recipient appears in the Worksheets section in the Prepare sidebar.
- Employee information in Part A of the T2200 is automatically completed from the related fields on the T4 slip. The remainder of the slip contains edit fields for you to fill out.
- Employer information at the bottom of page 2 is automatically completed with the details of the signing person listed on the Info worksheet.
Enhanced slip import from Excel® (limited to T4 slips)
This release enhances the slip import from Microsoft® Excel® to allow you to create a template file for slips similar to the way you already can for any form in TaxCycle, and then import slips for multiple recipients into a slips return.
This feature is limited to T4 slips for this release. Please try it out and provide feedback. We will be expanding it to other slips in coming releases. In the meantime, to import T4A, T5 and T5018 slips, use the legacy slips import in the Import slips help topic.
The following instructions also appear in the Import slips from Excel help topic.
Create an Excel® template file for slips
- Open a data entry slip—for example the T4 slip in TaxCycle T4/T4A.
- Since slips are multi-copy forms, you must first enter some kind of data in the slip. Just one field will do. (Data entered in the form will not transfer to the template.)
- Go to the Data menu, select Excel import and then Create Excel® Template to create a base spreadsheet file in which to insert the slip data.
- A dialog box will appear, asking you to select the fields to include in the template:
- Use the Search field at the top to find a specific field.
- By default, all non-calculated fields on the form are checked.
- You can check additional fields if you wish. However, be aware that importing into calculated fields will create an override.
- To prevent a field from being cleared of existing data upon import, DO NOT select it.
- Fields will appear in columns based on the sort order of the list in this dialog box.
- Once you have the fields selected and sorted as you wish, click OK to save the file.
Insert data in the Excel® template
To get your Excel® file ready to import, this is what you need to know:
- Get all your data into the Export worksheet. DO NOT rename this worksheet. TaxCycle looks for it to know what data to import. You can add other worksheets to the Excel® file and they will be ignored. For example, you could use other worksheets to get your data in the format you need for the Export worksheet.
- The top five rows of the worksheet are reserved for data about the import and about each field:
- Cell 1A indicates the type of slip that will be created. (Hint: This is the first part of the field code for all fields on the form in TaxCycle. The field codes in row 4 have this prefix removed.)
- Row 2 lists the line or box number of the field where the data in that column will be inserted, if applicable.
- Row 3 contains a description of the field.
- Row 4 shows the field code into which the data in that column will be inserted. (These field codes have the form prefix removed, as it appears in Cell 1A.)
- Row 5 indicates whether this column is a Key Field. Any columns with the Key Field row set to TRUE are used to match the data with existing slips in the file. This way, you can repeat the import and make corrections. In T4 files, the social insurance number is set as a Key Field by default in the template.
- When it comes to populating your slip data in this spreadsheet, each row represents a slip recipient:
- Any cell you leave blank in a row will be ignored.
- It is important to use the correct format for a cell. For example, the import will not work properly if you put text into a field that is meant to contain a number.
- For check boxes, enter the value for the field when the box checked. Leave it blank to leave the box unchecked. For example, to indicate that an employee is exempt from CPP/QPP, enter Yes in the Employee.ExemptionCppQpp column.
- For drop-down lists, enter the value of the entry in the drop-down list. For example, to mark a slip as amended, enter Amended in the FilingInformation.TypeOfSlip.
- If you are importing this into TaxCycle while it is running in French, you must use the French value of the drop-down. In this example, Modifié.
Import slips from Excel®
To import an Excel® file that contains multiple slips:
- Open the return into which you want to import the slips.
- Go to the Data menu, select Excel import and then Import Excel® Worksheet.
- Sometimes there may be errors with some of the data that do not prevent the slips from importing. If that is the case, you will see a dialog box listing the cells with the issues. You can resolve these issues and re-import over the existing data.
Resolved—Known Issue: "Transmission content is invalid"
The slips filing box in the Transmit sidebar no longer returns the error Transmission failed and states that "The transmission content is invalid" when you try to transmit. This resolves the known issue reported on December 21, 2018.