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Procedure for exporting data to the Taxprep software

INTRODUCTION

This function allows the user to export in a text file (csv), the income of agents for a given period. You can import the generated file into the software TaxPrep Forms . This software can be used to produce T4A and Relevé 1.

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Relevé 1: https://www.revenuquebec.ca/en/businesses/source-deductions-and-employer-contributions/filing-rl-slips-and-the-rl-1-summary-general-rules/rl-1-slip-employment-and-other-income/how-to-complete-the-rl-1-slip-box-by-box-instructions/

BEFORE EXPORTING

We recommand you print the agents income reports and have them approve the amounts before doing the TaxPrep export. To print this list, go to: Reports> Non-agent brokers> Income

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PROCEDURE

1. Go to Accounting> Export> Taxprep (T4A) and click on Create a Taxprep file

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5. Back to the interactive report page, download the saved Taxprep.csv file using the green arrow and save it on your computer.

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TAXPREP SOFTWARE

1. Open TaxPrep

2. Complete the information of your company (Client ID: other than individual)

3. Select: File - Import Files

4. Select :T4A / RL-1 / RL-2 Entry screen - Income from pension or other sources

5. Click on "Browse" to retrieve your file exported from NexOne Office

6. Enter the comma (',') as a separator

7. Click on "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

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