Verify and Correct Information for the RL-24 - Step 4

Display drop-down menu

ALL ELIGIBLE CLIENTS

By selecting the All Eligible Clients filter, you will see a list of all eligible clients for the RL-24. The number of clients in this category will be indicated.

If you use with this view, all eligible clients will appear.

ELIGIBLE CLIENTS WITH SIN

By selecting the Eligible clients with SIN filter, you will see a list of all clients eligible for the RL-24 who provided their SIN. The number of clients in this category will be indicated.

If you use with this view, only clients that have provided their NAS will appear there.

ELIGIBLE CUSTOMERS WITHOUT SIN

By selecting the Eligible clients without SIN filter, you will see a list of all clients eligible for the RL-24 who did not provide their SIN. The number of clients in this category will be indicated.

If you use with this view, only clients that have not provided their SIN will appear there.

IMPORTANT NOTE CONCERNING THE SIN:

As the social insurance number can not be legally required, customers have the choice to indicate their number or refuse. With this list, you will know who provided it and who refused.

If the SIN is not provided, due to the government's requirement, the RL-24 will not be by created.

You may choose to provide a manual statement to these clients or provide proof of registration and payment for the taxable year.

MODIFICATIONS TO BE MADE

If some errors are detected, the boxes corresponding to the erroneous or missing information will appear in RED.

When you using  a column you will indicate the error message. This will allow you to use the Excel document for a list of clients accounts with an error.

By placing your mouse on the box in question, you will see the error message. It is mandatory to make the necessary modification so that the box is no longer indicated in RED, or otherwise the RL-24 will not be produced.

ADVICE :

Use the EXCEL file to check client accounts and determine what changes to make. Then make the corrections in this step.

Click on the box to make the changes directly.

All boxes are editable, even those that are not in red. But those in RED must be modified.

NOTE:

If you modified information at this step, it will not update your client's accounts automatically.

When everything is corrected, click on 

 

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