Transmit Slips

To transmit slips for a single return, proceed as follows:

1. Open the return in the Return view, or select the return in the Client Manager.
2. In the Transmission menu, click Transmit Slips.
3. Select the slip and the type of data to transmit.
4. Click OK to generate the file to transmit.

If you select several returns, the slips will then be transmitted together in the same file. To transmit slips for several returns, proceed as follows:

1. Select the returns (For an adjacent selection, click the first item and press the Shift key while clicking the last item. For a non-adjacent selection, click the first item and press the Ctrl key while clicking each item.) in the Client Manager.
2. On the Transmission menu, click Transmit Slips.
3. Verify the returns you want to transmit. You can remove a return from this operation by clearing the box located next to the return.
4. Select the slip and the type of data to transmit.
5. Click OK to generate the file to transmit.

From the Transmit Slips box, it is possible to display, for every selected return, the list of slips that will be included in the transmission. To display this list, click the scroll down list under the Details column.

• It is possible to sort the list of slips by clicking the header of the desired column.
• You can enter characters to search an element of the list.
• If a slip has already been generated, the Date - Type of data column appears in the list and indicates the date on which the creation took place.
• To display all slips contained in the return, rather than only the ones to transmit, clear the Only show slips to be transmitted check box.

Note: If a return cannot be selected for transmission because of an error, it is not possible to display that list of slips.

If an error prevents selection of a return, a red triangle will display under the Details column of the Transmit Slips box. To display the error details, place the cursor over this indicator. An error could occur, for example, in the following cases:

• a return is not eligible to transmit the selected slip because EFILE diagnostics exist;
• a return is eligible to transmit the selected slip, but does not contain any slip that corresponds to the selected type of data (for example, you have selected the "Amended" type, but the return only contains "Original" type slips).

In case of an error, it is not possible to transmit the return slips. Please correct the problem indicated by the program.

When you click OK in the Transmit the slips box, the program creates the file to transmit in the save location specified in the configuration. By default, the folder is the following:

\...\My Documents\CCH\T3 Taxprep AAAA\Generated Slips\T3

\...\My Documents\CCH\T3 Taxprep AAAA\Generated Slips\NR4

\...\My Documents\CCH\T3 Taxprep AAAA\Generated Slips\RL-16

For T3 and NR4 slips to file, the name of the saved folder is AABBBBBBCCCvariable.xml, where AA stands for the taxation year, BBBBBB that stands for the transmitter number and CCC stands for the clock for each file prepared. The variable that follows the name of the saved file can be either the name of the tax filer (where a single client file is transmitted), or the number of transmitted files (where several client files are transmitted).

When you create RL-16 Slips, the name of the saved folder is DDEEEEEEFFFvariable.xml, where DD stands for the taxation year, EEEEEE, which stands for the preparer’s number, and FFF stands for the clock for each prepared file. The variable that follows the name of the saved file can be either the name of the tax filer (where a single client file is transmitted), or the number of transmitted files (where several client files are transmitted).

Note: The generated file name must be a maximum of 30 characters.

The file saved in this folder will remain available thereafter.

Once the file to transmit has been created, the program will display the CRA or RQ Internet portal: enter the information required, and access the save folder (see above) to select the file to transmit.