We strongly encourage informing your clients of the details needed to issue RL-24's.
Access your client emails addresses by Program via Finance>Old Reports>Status reports.
Feel free to use this template when requesting your participants to update the information in their Amilia user accounts.
In preparation for the issuance of RL-24 tax credit slips, we would ask that you kindly verify the accuracy of the following information in your Amilia account:
1. Who is receiving the RL-24 slip?
You can make changes in the contact section of your child's file. Please determine the percentages to be issued:
- 100% - select the parent or legal guardian; or
- 50/50 - select the parent or legal guardian as the primary person and determine the secondary person.
2. Your address is up-to-date.
You can verify your information in the Members section of your Amilia account. If there is a secondary person, ensure their address is up to date in the Contacts section of your child's file.
3. Make sure your social insurance number is on file.
If there is a secondary person, ensure their social insurance number is indicated. This information is required as per the provincial government to generate the statement.
It's important to check your Amilia account before ** ADD DATE **. Missing information will result in the inability to generate an RL-24 tax slip.
Kind Regards, "