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Getting Ready to File CRA Slips and Summaries

Updated: 2025-01-17

Once you request and enter your account number and Web Access Code (WAC) in TaxCycle options, you can get ready to file slips and summaries. The instructions below will guide you through resolving outstanding errors and opening the Internet File Transfer window to connect to the Canada Revenue Agency (CRA) web app.

Resolve Outstanding Errors

  1. In an open slips return (this example will use T4 slips), click on Transmit in the sidebar (or press F12).
  2. For each type of return you can file, TaxCycle displays a box in the Transmit sidebar. For TaxCycle T4/T4A files, you may see boxes for T4 Internet, T4 reduced EI Internet, T4A Internet, and (Québec) RL1 Internet. Click on the box once to expand it and see the filing status.
  3. TaxCycle checks for errors that would prevent filing and displays them in this box. You can resolve many of them just like you would any other review message in the Review pane, or click the blue link in any message to jump to the form or field that needs attention.

Screen Capture: Resolve Outstanding Errors Before Transmitting

Ready to Transmit

  1. When a slip type is ready to file, the box in the sidebar will say Ready to transmit and will show an icon with a blue arrow pointing upward.
  2. Each slip type can have up to three states with the box: Original, Amended and Cancelled. Slips in each state must be transmitted separately. TaxCycle groups slips of each state in the transmit box and shows a Transmit now! link for each group.
  3. Click a Transmit now! link to open the transmission window and connect to the CRA website.

Screen Capture: Ready to Transmit