Slips

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When you select the Reports menu you will be presented with a list of all currently active forms (see Configure Database for details on activating and de-activating forms); additional reports will appear at the bottom of the list. Selecting any slip or return type will display all valid reports for that slip type in a sub-menu; from which you can choose the desired report.

 

Print Slips

 

Note: T4 slips will report the unadjusted values for any adjusted slips unless all slips have been adjusted. A warning will be shown if some slips are adjusted and others are not.

 

Refer to the section Company Selection for details on selecting companies to include in this report.

 

Slips

Select one of the options from the drop-down list:

 

All Slips - print all the slips for the selected companies
Original Slips Only - print only the slips that have not been amended for the selected companies
Amended Slips Only - print only the amended slips for the selected companies
Cancelled Slips Only - print only the cancelled slips for the selected companies
Selected Slips - print only the selected slips for one selected company

 

When only one company is selected, the slips that match the selection you have made will be listed in the box on the left. If you chose Selected, click on the box beside each name you wish to select to put a check mark in the box and to have the name appear on the list on the right.

 

Include inactive (nil) slips - Check this box if you want slips to print for recipients who have no dollar values on the slip.

 

Sort slips by - Choose the order in which you wish the slips to print from the given options. The options will change, depending on the type of slip to be printed.

 

Copies

Choose which copies of the slips you wish to print by checking one or more of the boxes. The options will change, depending on the Type of Form you have selected.

 

Options

Group output by - Choose to group the slips by copy number or by company.

 

Print test pattern - Check this box if you wish to test alignment settings for the selected form.

 

French instructions on copy 2-3 - Check this box to print recipient filing instructions in French. Available only on forms printing three slips per page.

 

PDF File Options

Save PDF files

Printing forms, either slips or summaries, always creates a PDF file. If Save PDF file is selected, the PDF file will be saved in the indicated file when the Print window is closed. If Save PDF file is not selected, the PDF will be deleted when the Print window is closed. This is a system wide setting, the setting selected will be used by all users and for all reports. For eForms Standard and Enterprise, only the administrator may change this selection.

 

Note: When using Adobe Reader to print PDF reports for submission, you must first turn off all scaling options within Adobe Reader to ensure that the printed reports will meet the requirements of the CRA and Revenu Québec. Failure to do so may result in your submission being unacceptable by the CRA or Revenu Québec. Scaling is not a concern when using the Quick Print button to send reports directly to your printer as this bypasses Adobe Reader.

 

Save in client folders

This option is only available when the Group output by option has been set to Company. Select this option if you wish to save PDFs in user-assigned client folders. The folder path is stored in the company record. If no folder path has been stored for a company included in the print job, or if the folder is not accessible (eg. it is a network folder and you are not connected to the network), you will be prompted for the folder location even if the Prompt for each client folder option is not selected.

 

Separate PDFs for each copy number

Check this box to create a PDF file for each copy or company selected. Leave unchecked to create a single PDF file. The Separate PDFs for each copy number will be selected automatically if Save in Client folders has been selected.

 

Prompt for output folder

Check this box to have the program prompt you for the location of the PDF files to be saved. If you are printing slips for a single company, the folder you choose will be saved and the next time you print the slips for the same company, you will be prompted with the same location. You will be prompted for the output folder regardless of whether a folder has been assigned on the company record.

 

Quick Print

Prints the selected slips to the default printer without previewing the PDF. The default printer is set using your Windows Control Panel. See A Note on Printing Reports for additional information.

 

Preview/Print

Creates the slips in PDF format and displays them in Adobe Reader or Adobe Acrobat. The PDF files will be automatically saved according to the PDF File options selected. Press the Print button from within the Adobe preview program to send the slips to the printer. See A Note on Printing Reports for additional information.

 

Refresh Data

Use this button to incorporate any additions, deletions or changes made to the company list or changes made to individual slips since the Print window was opened.

 

Adjust Margins

Opens the Adjust Margins dialogue, enabling you to reposition the data printed on pre-printed forms to fit within the provided fields. The unit of measure is inches where 0.10 represents 1/10 of an inch. Positive numbers will move the print to the right (horizontally) or down (vertically). Negative numbers will move the print to the left (horizontally) or up (vertically).

 

Go to Output Folder

Pressing this button will open the folder where the PDF files will be stored.

 

Advanced

Use this button to set advanced print settings.