Personal Taxprep makes a pre association between the slips downloaded of the Canada Revenue Agency (CRA) and those downloaded of Revenu Québec, as well as between data on these slips and data already in the return, as applicable (following a roll forward, a data import with CCH Scan, etc.). However, it is strongly recommended that you review the matches before transferring data, as it is not always possible for Personal Taxprep to make all required associations.
The values of certain predefined boxes of the slip are displayed under the issuer’s name to help you make this review. In addition, you can access the complete content of the downloaded slip at any time using the expand located in the field of the issuer’s name.
To modify the association proposed by Personal Taxprep or to create a new one, select the desired slip or copy from the drop-down list for that purpose.