Generate a list of clients without SINs

Since 2015, the government of Quebec no longer issues RL-24 slips to clients who have not provided their SIN. 

Avoid difficult discussions and unpleasant surprises by generating a list of clients without a SIN and get in touch with them now!

 

GENERATING THE REPORT

  1. Go to FINANCE > OLD REPORTS.
  2. In the drop-down menu, select the program you are interested in. 
  3. Under RL-24 Tax Credit, click on Accounts without SSN

 

INTERPRETING THE REPORT

The Excel report will provide a list of all parents/guardians who have chosen not to provide a SIN in their child(ren)'s registration forms. However, not everyone on this list should be contacted.

Column H will show you the percentage of the amount allocated to RL-24s this person is slated to receive. It is not necessary to reach out to anyone for whom this column shows 0%, as they will not be receiving anything regardless.

 

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