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Account number no longer populating when filing slips

by Intuit Updated 1 year ago

When XML filing slips from the T3 or FX modules, the account number will no longer auto-populate. Due to changes in CRA requirements, the account number must be manually entered. The number can be copied from the Info page.

Filing T3 slips

  1. Click on the Trust account number field to highlight it.
  2. Copy the number using + C.
  3. Paste the number in the Account number field of the file transfer window using <CTRL> + V.
  4. Remove any hyphens (-) that display (if applicable).

PCG_EN_CA_Ext_02162022_2.JPG

Filing FX slips

  1. Click on the Identification number field to highlight it.
  2. Copy the number using + C.
  3. Paste the number in the Account number field of the file transfer window using <CTRL> + V.
  4. Remove any hyphens (-) that display (if applicable).

2022-01-28_17-23-29.png

2022-01-28_17-23-29.png

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