CRA Slips Transmission Options

Updated: 2025-01-16

There are two pages of transmission options for slips: Slips Accounts and Slip Transmitter. These options are transferred to the Transmitter section on the Info worksheet when you create a new slips return. If you edit them there and they are different than in Options, TaxCycle will prompt you to update the information from Options.

Slips Accounts

The Slips Accounts page sets up options for transmitting returns to the Canada Revenue Agency (CRA) using the Internet File Transfer (XML) web pages, and for transmitting the Québec Relevés to Revenu Québec.

1. To open Options from the Start screen, click Options in the blue bar on the left side. If you have a file open, go to the File menu, then click Options.
2. On the left side of the screen, expand the section for Transmission and click on Slips Accounts.
3. Enter a CRA Account Number and Transmitter Web Access Code (WAC). These are used to log into the transmission website and must be related to one another. You can use the preparer’s Account Number and WAC, or the slip issuer’s Account number and WAC, as long as they relate to each other. But, if you use the issuer’s WAC, you must change it for each client in Options and you must use it to sign in when you upload the file. Visit the CRA website to request a Web Access Code (WAC).
4. If you are filing Québec Relevés with Revenu Québec, enter the Relevé Transmitter number and Relevé Identification number assigned to you or your firm by Revenu Québec.
5. In the boxes below, enter the series of sequential numbers Revenu Québec assigned you for each type of RL slip.

Slip Transmitter

The Slip Transmitter page in Options allows you to enter different contact information than is set in the Contact and Address Options. These details flow to the Transmitter section on the Engagement worksheet.

To edit any of these options, clear the boxes to Use preparer first and last names, Use Organization address or Use Organization contact details, depending on which fields you wish to change.