Internet filing of RL-16 slips with Revenu Québec

This document describes the various steps involved in electronically filing RL-16 slips through the Internet filing option.

1. Completing the Quebec RL-16 efile setup
2. Reviewing the eligibility requirements
3. Transmitting

Step 1 - Completing the Quebec RL-16 efile setup

To access the Quebec RL-16 efile setup, select EFILE Setup from the Efile menu and click the Quebec RL-16 tab.

In addition to entering your Quebec transmitter number you will have to specify:

• your transmitter type (i. e. filing for yourself, on behalf of others filers, or yourself and other filers), and

• your RL-16 sequential number range as assigned by Revenu Québec.

If you do not have a transmitter number you will have to complete and submit the Transmitter Registration Form (ED-430). When completing this form, you will be required to specify the quantity of RL-16 slips you intend to file. The quantity generally corresponds to the number of beneficiaries (keeping in mind any amended or cancelled slips which may also have to be completed).

In order to successfully transmit RL-16 slips, you must also properly complete the main or alternate name and address of the tax preparer. If information is missing, DT Max will inform you by displaying an Identification button on the right-hand side. Clicking on this button will allow you to quickly access the Tax Preparer Identification menu, where you will be able to complete the required fields. Once this information is saved, DT Max will take you to the Efile menu.

You must recalculate your RL-16 slips if you subsequently modify the information within the Tax Preparer Identification menu.

To override your default settings, you may enter the keyword Efile-Quebec within a particular client's file.

Please note that you are required to electronically file when submitting more than five RL-16 slips consisting of a specific slip type (i.e. original, amended, or canceled).

Step 2 - Reviewing the eligibility requirements

Prior to transmitting any RL-16 slips, you must determine whether or not it is eligible for efile. Should a return be ineligible, DT Max will mention it in the Notes and diagnostics page.

Step 3 - Transmitting

To transmit RL-16 slips, click the Efile icon, or select Transmit and receive from the Efile menu. Choose Current client, Quebec, and click Continue.

Please note that although Revenu Québec will only allow files to be transmitted one at a time, DT Max does have the capability of generating multiple ".XML" files at once. To do so, simply mark the clients in question (using either the spacebar or the [F5] key) in the client list. Once completed, select Transmit and receive from the Efile menu and you will notice that the option Marked clients that are eligible for efile will be automatically selected.

Clicking Continue will generate an EFILE transmission log. This log will display the creation of any RL-16 files that are ready for Internet filing.

Clicking Close will bring you to the T3 Internet filing menu. This menu allows you to connect to the Revenu Québec Web site where you must complete the required information and attach the file (making sure to include the ".XML" extension).

Please note that when accessing the Revenu Québec Web page and attaching the file, you will be required to know the location where the file was saved and its name. The file will be saved within a subdirectory of the database. This subdirectory is named E_OUT. The location can also be obtained from the EFILE transmission log or from the T3 Internet filing menu. The file name will be RL16_xxx.XML where xxx denotes the client number.

Any files submitted will be processed in real time, meaning that the acknowledgement will be generated almost instantly.

Once successfully transmitted, you should delete the .XML file from your E_OUT folder. This can be accomplished through Windows Explorer.

You should also note that the processing status of a transmitted return will not be automatically updated by DT Max. It can be updated manually through the PROGRESS keyword.

It is highly recommended, for your own records, that you print and retain any acknowledgment.

If you must transmit the same file more than once, for example when transmitting an amended or cancelled RL-16 slip after having already transmitted the original RL-16 slips, then you must enter the keyword Efile-Quebec in order to specify the new RL-16 slip type you wish to transmit.

Note: Once a slip type has been successfully transmitted, any additional slips of the same type must be saved and transmitted under a new client file. For example, a new file must be created if you already transmitted two original RL-16 slips and must now transmit a third original RL-16 slip. This new file would only contain the one additional slip, and it would be transmitted separately.