Correcting a Tax Slip

Submit a request to correct a Tax Slip

First, find the client's CRM Contact Record page by searching contact name in the search bar. From the client's contact record, start by navigating into the Servicing (Service Request) tab, which is found in the middle panel of the contact record. Select Account Administration. 

From there, you can select Special handling and proceed to specify the details of the request via the right sidebar pop-up. 

Step 1.

• Select Tax Slip Corrections 

Step 2. 

• Select the Account that you would like to correct the tax slips for

Step 3. 

You will be promoted to specify:

• Fiscal Year: The drop down arrow will allow you to pick the year.
• Tax Slip: You can choose which tax slip needs the corrections based on the account type:
  • Life Income Fund (LIF): T4RIF, T4A, T4A-NR, T4A-RCA, NR4, or Other. 
  • Cash or Registered Education Savings Plan (RESP): T5, T3, T5013, NR4, 1099-INT, 1099-DIV, 1099-B, 1042-S, Trading Summary or Other
  • Tax-Free Savings Account (TFSA): No Tax slip option, just correction type (modify amount of contribution or cancel contribution) 
  • Registered Retirement Savings Plan (RRSP): T4RSP, RRSP Contribution Receipt, T4A, T4A-NR, T4A-RCA, NR4, or Other
  • Registered Retirement Income Fund (RIF): T4RIF, T4A, T4A-NR, T4A-RCA, NR4, or Other
• Correction Type: You can type in the search bar which correction type it is. 
• Additional Comments: If there are any comments you need to add. 
• Attached Documentation: For this request you will need to attach a Tax Slip or Proof of Transaction. 

Step 4. 

• Click Submit once the files are fully uploaded. You can now track your ticket.