How to Submit Tax Slip Duplicates

You can submit a Tax Slip Duplicate 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 Duplicate Request 

• A duplicate tax slip was generated in error, and only the original should remain valid.
• A client has received multiple copies of the same tax slip, and a duplicate needs to be cancelled.
• An incorrect duplicate tax slip was issued due to a system or processing error.
• A client’s tax reporting has been affected by an unnecessary duplicate slip, requiring cancellation.

How to Submit a Tax Slip Duplicate Request

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

How to Submit a Tax Slip Duplicate 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 Duplicates" 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 / NR4 / Other)
   • Optional: You can provide any additional comments in the box below if necessary.
     
8. You'll need to attach the Duplicate Tax Slip. 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.