QuickHelps Video - Amend & Cancel Slips
All versions of eForms let you prepare and submit Amended and Cancelled slips to CRA and Revenu Québec. Slips that have not yet been submitted to CRA or Revenu Québec do not need to be amended or cancelled. See also for instructions on how to submit an Amended, Cancelled or Additional XML return.
To correctly process amended or cancelled slips DO NOT import data for the amended or cancelled slips into eForms; all slips being amended or cancelled must:
• | Already exist within eForms |
• | Have been submitted to CRA or Revenu Québec |
eForms will not process amended or cancelled Revenu Québec slips if a previous slip does not exist.
Amending Submitted Slips
To Amend slips which have already been submitted to CRA or Revenu Québec:
• | Open the desired slip(s) in eForms; DO NOT import amended data into eForms; ESPECIALLY if amending Revenu Québec forms |
• | Make any necessary changes directly to the data already existing within eForms |
o | DO NOT change both the recipient name and the recipient's SIN or Business Number with an amended slip |
o | If both the recipient name and the recipient's SIN or Business Number are amended, you should cancel the original (incorrect) slip and issue a new original (corrected) slip |
• | DO NOT change sequence numbers on Revenu Québec forms; eForms will correctly update sequence numbers for Revenu Québec forms as necessary |
• | Directly on the slip/s to be amended change the slip status to 'A' to indicate an Amended slip |
Cancelling Submitted Slips
To Cancel slips which have already been submitted to CRA or Revenu Québec:
• | Open the desired slip/s; DO NOT import cancelled data into eForms; ESPECIALLY if cancelling Revenu Québec forms |
• | DO NOT make any changes to the data already existing within eForms, data on cancelled slips MUST appear EXACTLY as on the slip originally submitted to CRA or Revenu Québec |
• | DO NOT change sequence numbers on Revenu Québec forms; eForms will correctly update sequence numbers for Revenu Québec forms as necessary |
• | Directly on the slip/s to be cancelled change the slip status to 'C' to indicate a Cancelled slip, for all CRA slips and some Revenu Québec slips; most (but not all) Revenu Québec forms indicate a cancelled slip with "D" |
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