Print copies for recipients to a separate PDF file

When printing slips in PDF format, you can choose to print copies for recipients 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 recipient.

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

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 recipients, 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 client 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.

Recipient nameThis is the name of the recipient 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.

Recipient numberThis is the recipient number shown in the "Identification" section of the prepared slip.

Client IDThis is the social insurance number, the business number or the account number of the trust shown in the "Client identification" section of Form Identification (Jump Code: ID).

Identification number This is the value entered in the field "Identification number assigned by (issuing entity)" of the following slips:

- T3/RL-16 slip
- T4RSP/RL-2 slip
- T4RIF/RL-2 slip
- T5/RL-3 slip
- T5013/RL-15 slip

Slip type This is the value entered in the field "Slip type" of the following slips: 

T4, Employment Income
T4A, Statement of Pension, Retirement, Annuity, and Other Income
T4A-NR, Fees Paid to Non-Residents
T4A-RCA, Distributions from an RCA
T4PS, Statement of Employees Profit Sharing Plan Allocations and Payments
T4RSP, Statement of RRSP Income
T4RIF, Statement of Income from a Registered Retirement Income Fund
T5, Statement of Investment Income
T10, Pension Adjustment Reversal (PAR)
T101, Statement of Resource Expenses
T215, Past Service Pension Adjustment (PSPA) Exempt from Certification
T737-RCA, Contributions Paid to an RCA
NR4, Statement of Amounts Paid or Credited to Non-Residents of Canada
T2202A, Tuition and Enrolment Certificate
T5008, Statement of Securities Transactions
T5013, Statement of Partnership Income
T5018, Statement of Contract Payments
RRSP, Contributions Made to an RRSP
RL-1 T4, Employment and Other Income
RL-1 T4A, Employment and Other Income
RL-1 T4A-NR, Employment and Other Income
RL-2 RSP, Retirement and Annuity Income
RL-2 RIF, Retirement and Annuity Income
RL-2 T4A, Retirement and Annuity Income
RL-3, Investment Income
RL-7, Investments in an Investment Plan
RL-8, Amount for Post-Secondary Studies
RL-11, Flow-Through Shares
RL16 , Trust Income
RL-18, Securities Transactions
RL-22, Employment Income Related to Multi-Employer Insurance Plan
RL-24, Childcare Expenses
RL-25, Income form a Profit-Sharing Plan
RL-27, Government Payments
RL-30, Subsidized Educational Childcare
RL-31, Information on the Occupancy of a Dwelling

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 recipients separately from those intended for the issuer and the tax authority.

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