Taxprep for Trusts 2021.1

Configuring the program for electronic transmission

The tax authorities require detailed information concerning the slips transmitter’s information. The information requested differs depending on whether slips are transmitted to the CRA or RQ.

To enter this information in Taxprep for Trusts, proceed as follows:

  1. In the Tools menu, click Options and settings.
  2. Under Electronic Services, click Identification.
  3. In the General section, click the button, and enter the information concerning the transmitter and the technical resource person.
  4. If you are transmitting slips to the CRA, click Federal, and enter the required information.
  5. If you are transmitting slips to RQ, click Québec, and enter the required information.
  6. Click OK.
Note: The mandatory information is identified by a red triangle in the upper right corner of the fields.

The transmission database is used by all electronic services of the program (in the case of Taxprep for Trusts, slip transmission service). In this database, Taxprep for Trusts saves the detailed list of the completed transactions, and that, in order to facilitate EFILE follow-up. It is also in this database that the configuration of the RL-16 slip numbers is saved.

The transmission database is set in the location determined during installation of the program. In the majority of cases, it is not necessary to modify this configuration.

However, it is possible to define a different location that the one determined at the moment of the installation. For example, if you want the transmitters to share a multi-user work environment.

You can also enable or clear a message display in the case where the location of the database transmission is not available.

Note: The database transmission contains the list of EFILE transactions. It does not contain the files that are generated to transmit the slips via the Internet. Rather, these files are generated in the save location specified in the configuration.

To modify the transmission database location, proceed as follows:

  1. On the Tools menu, click Options and Settings.
  2. Under Electronic Services, click General.
  3. In the Location area, click to select the location.
  4. Click OK twice.
Notes:
  • By default, Taxprep for Trusts uses the UNC paths to define the network location of the transmission database. If when installing, you indicated a UNC path and thereafter you have to modify the location by a location using a mapped drive, we recommend that you change the format before modifying the database location.
  • After any location change of the transmission database, verify the configuration of the RL-16 slip numbers.

To display a message at startup to indicate that the database location is not available, proceed as follows:

  1. On the Tools menu, click Options and Settings.
  2. Under Electronic Services, click General.
  3. In the Location area, select the Prompt when the database is not available check box.
  4. Click OK.

To change one or more Internet addresses used during transmission eligible documents, proceed as follows:

  1. On the Tools menu, click Options and Settings.
  2. Under Electronic Services, click Internet Addresses.
  3. Click the Internet address that you want to change, then in the Address box, enter the new address that was provided to you. The symbol will be displayed in the upper right corner of the field to indicate that the address was changed.
  4. Click OK.
Note: In the case where the Internet address provided by default can be used again, click the Reset button.
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