TaxprepConnect -Revenu Québec
How can Personal Taxprep advance my practice?
TaxprepConnect and RevenuQuébec Tax Data Download
TaxprepConnect allows you to retrieve the information available from Revenu Québec’s Tax Data Download service. Here is the information that can be downloaded to populate the TP1 returns:
|RL slips and other slips||1, 2, 3, 5, 6, 7, 8, 10, 16, 19, 22, 24, 25, 26, 27, 29, 30, RC62, T4E, and T4AOAS|
|Additional info||Installments, interest paid by Revenu Québec, personal information|
When data is transferred into the return, data contained in the Québec RL slips will automatically populate the appropriate federal and provincial fields in the Taxprep slips, where applicable, which significantly speeds up data entry. For instance, all T3 slips cells that share identical values with the RL-16 slip will be populated automatically.
There are no charges for using TaxprepConnect with Revenu Québec’s Tax Data Download service.
Authorization from your client
Starting in the 2018 taxation year, you can download a taxpayer’s data without using a download code. To do so, a valid Form MR-69, Authorization to Communicate Information or Power of Attorney, must have been previously sent to Revenu Québec.
Note that you can always obtain a download code with Revenu Québec, as in the past, and use it to download a taxpayer’s tax data.
This code will be automatically transferred into the TaxprepConnect Download form. Therefore, should you have to download the information again at a later date, you will not have to enter it again.
NetFile Québec preparer number and access code
To use this service, you must enter a valid NetFile Québec preparer number and access code in your Personal Taxprep options and settings. To enter this information, go to Tools/Options and Settings/Electronic Services/Identification/Québec:
After downloading the tax data
You will be able to review the downloaded information in the TaxprepConnect Download form. Use this form to:
- Match the Québec RL slips to the destination slips in Taxprep.
- Update the return with this tax information.
You can download information from the same client as many times as you want, until the return has been filed. After this point, Revenu Québec will no longer allow you to download tax data.