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Go to Accounting> Export> Taxprep (T4A) and click on the Create a Taxprep file
Make sure you have a social insurance number for each of your agents.
Complete the selection of parameters: Branches, Agents, the period and the indicator "Generate income from incorporated agents". This indicator must be checked if you want to have slips for your incorporated brokers.
For incorporated brokers, the federal business number in their profile must be completed.
This number must absolutely be entered in the form 999999999RP9999 otherwise you will have to complete it manually in the Taxprep software.Click on the Next button to view the details of the export.
Make sure there is no missing information such as the Social Insurance Number, the agent's address, their Postal Code and make sure the amounts are correct.Click on the Process button to save the results.
Back to the interactive report, simply download the saved Taxprep.csv file using the icon (Green arrow).Open the TaxPrep software
complete the information relating to your company (Client Identification Section - Other than an individual)
In the main menu, select File> Import slips
SelectT4A / RL-1 / RL-2 Entry screen - Income from pension or other sources
Click on "Browse" to retrieve your file exported from NexOne Office
Enter the comma (',') as a separator
Click on the "Next". You can thus link each of the fields manually with the icon circled on the image ("Link" button) OR use the Taxprep template that we have prepared by clicking on the yellow form next to the "Link" button
Download the Taxprep NexOne template
Note that the file is compressed with the .zip extension. Therefore, you must extract the Taxprep BMDL.eim file that is included inside the .zip.
The Fields in order are:
1.Identification of the recipient (individual or other than an individual);
2.Social Security number;
3.Last name;
4.First name;
5.Federal business number (for other than an individual);
6.Company name (for other than an individual);
7.Address-1st line;
8.City;
9.Province;
10.Country;
11.Postal code;
12.Check this box if you want to print the instructions for the T4A slip;
13.Amount for the commission of a self-employed person Box 020.
The income for Relevé 1 (RL-1 O) is automatically added as well as the code in box O
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If you have removed any incorporated realtors ("Company name" field from the realtor management), you will have to manually manage the income amounts of these brokers. |
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Make sure there is no Pink box on the Slip Type (Rel.1) line because the RL-1 summary will not add up the slips. |
Do not give statements and T4A too early to your brokers to avoid it being misplaced