Create a new file

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You can create a new file using any of the following methods:

• Menu: From the File menu, select Create new file,

• Toolbar: Click the Create a new file icon on the toolbar , OR

• Start page: Click the New file button on the Start page.

In the pop-up window that appears, set the following items to the desired values before clicking the OK button. The program will remember your selections the next time you create a new file.

• Year - Set the tax year.

• Client type - Choose the legal entity type for your client, which can be either Individual, Corporate, Partnership, or Trust.

• Document type - This controls which forms/slips/fields will be available.

  • All forms (federal and Quebec):

    • Used mainly in Quebec.

    • Both federal and Quebec forms/slips will be available for selection when adding forms/slips to a recipient or a client.

    • Both federal and Quebec fields will be enabled in data entry forms.

    • Both federal and Quebec slips will be shown on the Recipient slip default values page of the Client preferences.

  • Only federal forms:

    • This option is only available for 2015 and later tax years.

    • Used mainly in Canada outside of Quebec.

    • Only federal forms/slips will be available for selection when adding forms/slips to a recipient or a client.

    • Only federal fields will be enabled in data entry forms.

    • Only federal slips will be shown on the Recipient slip default values page of the Client preferences.

  • Relevé 31 (Quebec only) (Instructions for completing)

    • This option is only available for 2015 and later tax years.

    • This is only used for preparing Relevé 31 slips for rental properties in Quebec.

    • The Quebec Relevé 31 slip is the only slip available, and is automatically added when adding recipients.

    • The Quebec Relevé 31 summary is the only form available, and is automatically added to the client when the file is created.

    • Both federal and Quebec fields will be enabled in data entry forms.

    • The Client preferences section is not available.

    • The add/delete forms menu items and toolbar icons are not available.

    • When preparing slips for electronic transmission, the federal section is not available.