How to Submit Tax Slip Corrections

You can submit a Tax Slip Correction request from a client’s CRM Contact Record. Use the instructions below to ensure requests are processed correctly and all necessary information is provided.

When to Submit a Tax Slip Correction Request 

• A reported contribution, withdrawal, or income amount is inaccurate.
• A transaction was misclassified, resulting in an inaccurate tax slip.
• The client has received multiple tax slips, and consolidation is required.

How to Submit a Tax Slip Correction Request

To submit a Tax Slip Correction request, you'll use the Service Extension on the client's CRM Contact Record.

How to Submit a Tax Slip Correction Request 

1. Navigate to the Client's CRM Contact Record
2. Go to the Servicing Tab
3. Select "Account Administration → Special Handling
   
4. Select "Tax Slip Corrections" as your request type
   
5. Select the Target Account
   
6. Select the Fiscal Year from the dropdown list
   
7. Select the Tax Slip form (T4RIF / T4A / T4A-NR / T4A-RCA / NR4 / Other)
   • Please provide details on the nature of the correction in the comment box below. If the client was already issued a tax slip for, you will need to attach a copy of the Tax Slip to this request
     
8. You'll need to attach the Tax Slips or Proof of Transaction. To add an attachment, click +Add file and upload the file from your computer
   
9. Review & Submit 
   • Once you confirm the details, click Submit to create the service request ticket

After Submitting the Request

A new service request ticket will be created. You can locate it:

• In the Right-Side Panel of the client's CRM Contact Record under Tickets.
• In the Account Administration Pipeline, where you can track the progress and confirm when the request is completed.

Processing Times

• Typically 3 business days after the ticket has been submitted and completed any applicable review.