Using the AvanTax eForms Roadmap, you can build your own custom checklist to guide you (or your team) through each step of the tax slip preparation and XML submission process. Just follow these simple steps, and you'll be good to go!

Choose a name for your Roadmap

Choose whether to create; open or convert a data file:

Choose the return types you will be processing:

Choose whether to enter, import or use existing company data:

Choose whether to enter, import or use existing slip data:

Choose import source, if importing company or slip data:

Choose how to review your data prior to slip distribution and XML submission:

Choose review steps to be included:

Choose XML submission method:

Choose slip distribution method:

CONGRATULATIONS!!! You've built your Roadmap, now you're ready to go!

Experienced users, or those already familiar with eForms, may choose to go directly to the eForms 'Home Screen' and get started on processing their tax slips right away. Choosing this option will take you directly to the eForms Home Page, where all major features are just a mouse-click away.

If you're not quite as familiar with eForms (after all, you do only do this once a year), you may decide to use the 'Tax Slip Preparation Guide'. Choosing this option will open a dialog which will guide you through eavh of the major steps required to create and distribute recipient tax slips, and to successfully complete your XML submission to CRA or Revenu Québec.

And if you want a step-by-step guide, you may elect to use the 'Build your eForms Roadmap'. Choosing this option will guide you through the process of creating an interactive guide that will take you (or your staff) through each step of the process. The guide even includes the ability to mark each step complete as you go, and could be especially helpful if:

• You want to make sure that you don't miss a single step
• You're a department manager and you want to ensure that each team member is following the same procedure

From its comprehensive user guide, to an extensive collection of QuickHelp Guides and Videos, AvanTax eForms makes the help you need easily available right when you need it.

And now, with its brand new Enhanced Help and Guidance systems, it will be easier than ever to find the answers to your questions. And to connect with our friendly and knowledgable technical support team on those rare occasions when you might need something more.