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QuickHelps Video - Amend & Cancel Slips
You may occasionally need to file a return containing Amended, Cancelled or Additional data; please follow the steps below to ensure correct processing of the return. CRA and Revenu Québec both require that Original, Amended and Cancelled XML submissions be made independently of each other, they cannot be combined. Note: Please backup your original data as changes made to prepare returns containing amended, cancelled or additional information are permanent and cannot be undone. See also for instructions on how to submit an Amended, Cancelled or Additional slips.
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 XML 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 Cancelled Data - Do the following if data already submitted to CRA or RQ needs to be deleted:
| • | Change the status of the slip to "Cancelled." If you are importing data into eForms, ensure that the REPORTCODE or SLIPSTATUS field contains "C" (for CRA and Relevé 1 returns) or "D" (for Revenu Québec returns other than the Relevé 1) |
| • | Make no changes to the original data |
| • | Process the XML return; select "Cancelled" as the status of slips to include only cancelled slips in the submission |
| • | Print the slips; select "Cancelled" as the status of slips to print only cancelled 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 Relevé 1 returns) or "R" (for Revenu Québec returns other than the Relevé 1) |
| • | Make no changes data already in the system |
| • | Process the XML 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 |
| • | Indicate the slips to be included in the report: |
| o | 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. |
| o | 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. |
| • | Process the return; select "Original", "Amended" or "Cancelled" (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 |
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