Validating Data Before Filing
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MENU: REPORTS > VALIDATE DATA BEFORE FILING - FEDERAL or QUEBEC
The Validation Report (Federal shown as an example) will be run automatically when you process returns for electronic filing, or it can be run at any time by selecting Validate Data Before Filing from the Reports menu. The CRA has strict filing requirements that must be met. The validation procedure will identify any missing or invalid data and allow you opportunity to correct the data before transmitting it. Select either the Federal or Quebec validation report as required; the only difference being the forms referenced.
Refer to the section Company Selection for details on selecting companies to include in this report.
Select the company or companies and the type of return(s) to be validated. Select “Validation report only” to run the validation report on its own, or select a filing method to both validate and create the electronic filing submission at the same time. If the data fails the validation procedure, the filing will be aborted. See Electronic Filing Preparation for further information regarding the settings in this window.
Once you click on Process the Validation Report will be generated. Critical Errors lists missing or invalid data that will cause the data submission to be rejected by the CRA or Revenu Québec. Warnings list data that should be corrected but which will not cause rejection of the submission by CRA or Revenu Québec. Either report can be printed by clicking the Print button.
Use this button to incorporate any additions, deletions or changes made to the company list or changes made to individual slips since the Validating Data window was opened.
Set Output Folder
Allows the user to change the location of the XML submission files. See File Locations for further information.