This step is the last that allows you to verify and, if necessary, modify the information of the children eligible for the tax credit receipts.
A receipt will not be issued if information is missing or incorrect.
If a box is red at this point, you must absolutely correct or add the information.
By passing your mouse over the red box, the system will inform you of the nature of the missing or erroneous information.
- Click on the box and enter the correct information. The information will be saved automatically.
- Use to generate a report that will allow you to quickly locate problematic accounts and make modifications directly into your client's accounts.
If you modified the information at this step, it would not update the client's accounts automatically.
Once all the information are correct, click on