TaxCycle 14.0.55386.0—Updated CRA Slips Filing System
This TaxCycle release updates the process for filing slips with the Canada Revenue Agency (CRA). Certain pages within the process changed when the system opened on January 13, 2025. TaxCycle is now compatible with those changes.
To install this version immediately, download the full installer from our website or request a free trial. Once we enable the automatic update for this version, TaxCycle will prompt you to install it according to the priority set in your TaxCycle Options. (To deploy auto-update files from your network, see the Auto-Update Files page.)
Release Highlights
New CRA Web Pages for XML Upload
You will need an account number and associated web access code (WAC) to electronically file slips. Read the Slips Filing Web Access Code (WAC) help topic to learn more, or contact the CRA’s e-Services Helpdesk at 1-800-959-5525 to obtain or change your WAC.
Note that electronic slips filing does not support tax years 2021 and earlier due to changes made to the filing system by the CRA.
After signing in with an account number and web access code (WAC), the steps on the CRA web pages have changed from last year. Wherever possible, TaxCycle will automatically complete the fields it can access on these pages with data from the related slips return.
- The page for uploading the XML file has a new button instead of a field. Click the Select File button and browse to the XML File Location shown in the left sidebar. To navigate to the file location more easily, click the copy button next to the path in the sidebar to put it on your clipboard and paste this in the File Explorer dialog box when it opens. Important! When copying the XML file path, make sure to remove the .xml file name before pasting it (For example, paste only C:\Users\NAME\AppData\Local\Trilogy\Temp). This will allow you to see the XML file in the folder.
- After uploading the XML file, details from the file will display on the T619 verification page. While this information is pulled from the XML file, carefully review each field to ensure it is correct. Then check the Declaration box and click Submit.
- Once the transmission completes, the Confirmation of receipt displays on screen. This confirms the file was received by the CRA. The CRA will perform validations on the data in the file at a later stage. Once the validations are complete, they will send a notification to the email address entered on the T619 form. Click the Print/Save link if you wish to retain a copy.
- This confirmation page also contains the Submission number. TaxCycle will attempt to insert this number in the field on the left of the dialog box. If it cannot, copy and paste the number into the field before you click the Record submission and close button to close the window.
Read the updated Internet File Transfer (XML) help topic and the Internet File Transfer Window help topic to learn more about the entire filing process.
2024 Slips and Relevés Ready for Filing
The following 2024 federal slips and forms are ready for electronic filing with the Canada Revenue Agency (CRA):
- T4 Statement of Remuneration Paid
- T4A Statement of Pension, Retirement, Annuity, and Other Income
- T5 Statement of Investment Income
- T5018 Statement of Contract Payments
- T2202 Tuition and Enrolment Certificate
- NR4 Statement of Amounts Paid or Credited to Non-Residents of Canada (in TaxCycle NR4 module, not T3 module)
- T4A-NR Payments to Non-Residents for Services Provided in Canada (in TaxCycle NR4)
Important! Before closing the transmission dialog box, make sure TaxCycle has copied the submission number from the CRA into the related field on the dialog box. If not, please manually copy the submission number from the CRA web page and paste it into the field. If you do not do this, you will see a message asking you to confirm with the CRA that they have received the return.
The following 2024 federal slips and forms are ready for paper-filing with the CRA.
- T4PS Statement of Employee Profit-Sharing Plan Allocations and Payments
- T4A-RCA Statement of Distributions from a Retirement Compensation Arrangement (RCA)
The following 2024 Québec relevés are ready for filing with Revenu Québec:
- RL-1 Employment and Other Income
- RL-2 Retirement and Annuity Income
- RL-3 Investment Income
- RL-24 Childcare expenses
- RL-25 Income from a Profit-Sharing Plan
- RL-31 Information about a leased dwelling
T2 Schedule 63 Payment Rates for 2024 and 2025
We have updated the T2 Schedule 63, Return of Fuel Charge Proceeds to Farmers Tax Credit to reflect the 2024 and 2025 tax credit payment rates as announced by the Department of Finance.
Resolved Issues
Status of File Carryforwards from 2023 to 2024
As of this release, the following 2023 to 2024 carryforwards are up to date. However, we strongly recommend you only perform batch carryforward on tax modules that are ready for filing in the list, below. We anticipate the rest of the modules will be finalized later in February.
Ready for batch carryforward:
- T2/CO-17—Carryforwards from TaxCycle, ProFile®, Taxprep®, Cantax®, DT Max®, creating files with year ends up until May 31, 2025.
- T4, T4A, RL-1/RL-2—TaxCycle, ProFile®, Taxprep®, Cantax®
- T4PS—TaxCycle, ProFile®, Taxprep®, Cantax®
- T4A-RCA—TaxCycle, ProFile®
- T5, RL-3—TaxCycle, ProFile®, Taxprep®, Cantax®
- T2202—ProFile®, Taxprep®
- T5018—TaxCycle, ProFile®, Taxprep®, Cantax®
- T3010/TP-985.22—TaxCycle, ProFile®, Taxprep®, Cantax®
- NR4—TaxCycle, ProFile®, Taxprep®, Cantax®
- Forms—TaxCycle, ProFile®, Taxprep®, Cantax®
- RL—TaxCycle, ProFile®, Taxprep®, Cantax®
Wait for batch carryforward:
- T1/TP1—TaxCycle, ProFile®, Taxprep®, Cantax®, DT Max®
- T3/TP-646, RL-16—TaxCycle, ProFile®, Taxprep®, Cantax®, DT Max®
- T5013/TP-600, RL-15—TaxCycle, ProFile®, Taxprep®, Cantax®
Status of 2024 Federal Returns and Slips
- T1—You may begin data entry. EFILE opens in late February 2025.
- T2—Certified to file tax year ends up to May 31, 2025.
- T3RET—You may begin data entry. EFILE opens in late February 2025.
- T3 slips—In progress. Wait to file 2024 returns.
- NR4 (in T3 module)—In progress. Wait to file 2024 returns.
- T4—Ready for filing.
- T4A—Ready for filing.
- T4PS—Ready for filing.
- T4A-RCA—Ready for filing.
- T5—Ready for filing.
- T5013-FIN—In progress. Wait to file 2024 returns.
- T5013 slip summary—In progress. Wait to file 2024 returns.
- T5018—Ready for filing.
- NR4 slips (standalone NR4 module)—Ready for filing.
- T4A-NR slips (in NR4 module)—Ready for filing.
- T3010—Ready for filing.
Status of 2024 Québec Returns and Relevés
- TP1—You may begin data entry. NetFile opens in late February 2025.
- TP-646—In progress. Wait to file 2024 returns.
- RL-16—In progress. Wait to file 2024 returns.
- TP-600—In progress. Wait to file 2024 returns.
- RL-15—In progress. Wait to file 2024 returns.
- RL-1—Ready for filing.
- RL-2—Ready for filing.
- RL-3—Ready for filing.
- RL-24—Ready for filing.
- RL-25—Ready for filing.
- RL-31—Ready for filing.
- TP-985.22—Ready for filing.
