Updated: 2021-12-14
This feature has been replaced by a newer import slips topic. Please read the Excel Import Slips help topic.
You can import slips from Microsoft® Excel spreadsheet file into TaxCycle T4/T4A, T5 or T5018. For any slip returns, you can use the XML file created by your old software for transmitting to the CRA to populate a current-year TaxCycle return with the issuer and recipient information.
To import slip data correctly, your spreadsheet must be in the correct format. A sample spreadsheet is installed when you install TaxCycle. You can find it in C:\Program Files (x86)\Trilogy Software\TaxCycle\Samples\Sample TaxCycle Slips Import.xlsx
A few things to note:
Notes on preparing spreadsheet for T5018 import: