Print copies for beneficiaries to a separate PDF file

When printing slips in PDF format, you can choose to print copies for beneficiaries to a separate PDF file to facilitate the distribution of those copies thereafter.

To do so, you must select the option Create separate PDF files for each beneficiary

You will then have access to two options that will only apply to copies intended for beneficiaries:

Syntax for separate PDF files

By clicking , you will display the Syntax for Separate PDF Files dialog box where you can select the options used to name PDF files for beneficiaries, as well as the order in which these options will be used.

Here are the various options offered:

SlipThis is the type of slip prepared (e.g., T3).

Taxation yearThis is the taxation year shown in Form Identification (Jump Code: ID).

Client nameThis is the name of the trust shown in Form Identification (Jump Code: ID).

Dash (-)You can choose to separate two variables using a soft hyphen by selecting this option. Note that only one soft hyphen can be used in the name of the separate PDF files.

Beneficiary nameThis is the name of the beneficiary shown on the slip selected for printing.

Copy numberThis is the printed slip's copy number.

Client file name This is the name of the Taxprep client file.

Slip descriptionThis is the description of the prepared slip entered in the Title and Description column in the Form Manager.

Beneficiary numberThis is the beneficiary number shown in the "Identification" section of the prepared slip.

Account number This is the account number of the trust shown in Form Identification (Jump Code: ID).

Beneficiary number assigned by the trustThis is the beneficiary number assigned by the trust shown in Form Beneficiary Information (Jump Code: BENEF).

To configure the syntax of the PDF files, proceed as follows:

1. Select () the desired options to name the PDF files;

2. Click or to change the order of the options.
 

Security for separate PDF files

You can choose to protect the PDF copies intended for beneficiaries separately from those intended for the issuer and the tax authority.

The following options are offered with respect to password selection:
No password
Beneficiary numberThis is the beneficiary number shown in the "Identification" section of the prepared slip.