Find and Navigate Slips

Updated: 2020-07-22

The screen capture below is for a T4 slip, but the same concepts apply to other slip types:

1. Each slip appears separately in the Prepare sidebar. Slips appear in alphabetical order by recipient last name. By default, each slip shows the Last Name, First Name and Employee Number, or business name depending on the slip type. If there is no employee number, it displays the SIN instead. For business recipients, it shows the business name and number.
2. Click on a slip in the Prepare sidebar to open it.
3. At the bottom of the Prepare sidebar, click on a section title to jump to the that section on the slip that is currently open on screen.
4. Add the top of each slip, you will see the slips toolbar. The forward and back buttons allow you to move through all the slips in the return.
5. The drop-down menu allows you to quickly move to a particular slip.
6. Click New Slip to start a blank slip.
7. Click Delete Slip to delete the slip that is currently on screen.
8. Press F4 and then type the name of the recipient or other information, like a box number, to search for a slip in the file.
9. Use the up and down arrows on the keyboard to move through the list of results, then press Enter to open the slip.
10. On the right, you will see a summary of the data on the slip.
11. At the bottom, click a link to jump to a specific section on the selected slip.
12. For returns with a large number of slips, we recommend using F4 Fast Find to search by name or business name. Or, use the slips summary, see below.

Use the slips summary to navigate

In the slips modules (T4/T4A, T5, T5018 and NR4), use the Slips summary for easy navigation and review. This especially useful if you have a file with a large number of slips in it.

1. At the top of the summary, you will see a count of the number of slips and outstanding warnings.
2. Click the Add slip link to open a new slip.
3. Double-click the first or last name of a recipient in the Slips summary (for example, T4Slips) to jump straight to the slip.
4. Any slips with an asterisks are participants in the Reduced EI program.
5. Add review marks to the Slips summary so that it doubles as a checklist to review data entry.