Filing Amended, Canceled or Additional Information

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You may occasionally need to file a return containing Amended, Canceled or Additional data; please follow the steps below to ensure correct processing of the return. Note: Please backup your original data as changes made to prepare returns containing amended, canceled or additional information are permanent and cannot be undone.

 

Submitting Amended Data - Do the following if data already submitted to CRA or RQ needs to be updated:

 

Change the status of the slip to "Amended." If you are importing data into eForms, ensure that the REPORTCODE or SLIPSTATUS field contains "A" (for CRA and Revenu Québec returns)
Make the necessary changes to the original data
Process the return; select "Amended" as the status of slips to include only amended slips in the submission
Print the slips; select "Amended" as the status of slips to print only amended slips

 

Submitting Canceled Data - Do the following if data already submitted to CRA or RQ needs to be deleted:

 

Change the status of the slip to "Canceled." If you are importing data into eForms, ensure that the REPORTCODE or SLIPSTATUS field contains "C" (for CRA and RL-1 returns) or "D" (for Revenu Québec returns other than the RL-1)
Make no changes to the original data
Process the return; select "Canceled" as the status of slips to include only canceled slips in the submission
Print the slips; select "Canceled" as the status of slips to print only canceled slips

 

Submitting Additional Data - Do the following if data already submitted to CRA or RQ is found to be incomplete:

 

Manually add (or import) the additional slips as required, the status of the additional slips must be "Original." If you are importing data into eForms, ensure that the REPORTCODE or SLIPSTATUS field contains "O" (for CRA and RL-1 returns) or "R" (for Revenu Québec returns other than the RL-1)
Make no changes data already in the system
Process the return for the new company; select "Original" as the status of slips to include only original slips in the submission
Print the slips; select "Original" as the status of slips to print only original slips

 

Submitting a Data Subset - Do the following if only a subset of data will be submitted to CRA or RQ

 

Add or change data as required (as per above)
Open the Advanced Tab for each slip to be processed
If you have eForms Enterprise: Enter unique text in the box marked "Subset tag for this slip" to include this slip in your electronic submission (XML file). Then enter this same text in the box marked "Only process slips with this subset tag on the Advanced tab" on the Electronic Filing page for the appropriate slip type.
If you have eForms Lite, Basic or Standard: Check the box marked "Check to select this slip for special electronic filing" to include this slip in your electronic submission (XML file), this box will be cleared for each slip after the XML file has been created. Then check the box marked "Only process slips that are selected on the Advanced tab" on the Electronic Filing page for the appropriate slip type.
Process the return; select "Original", "Amended" or "Canceled" (as necessary) as the status of slips to include only these slips in the submission
If you have eForms Enterprise: Print the slips from the Printing Slips page after specifying the subset tag for the slips to be printed.
If you have eForms Lite, Basic or Plus: Print each slip individually from its data entry screen