RL - 31 Processing

This program will create an exported excel file that can be imported into AvanTax software.

Setup

The current RL-31 form requires that the addresses be split into separate fields. In other words the street number is in one field, the street name in another. Before you begin using the export you must create these separate fields. Only buildings with unit addresses will export.

Unit Address Setup Wizard:

Go to Building>Tasks>Quebec RL-31 Processing>Unit Address Setup Wizard.

Select the building and then enter the Street Number and modify the Street Name to exclude the street number. Then click the ‘Update All Units’ button.

Important Reminders

If you have more than one name on a tenant lease, all lease names must be setup as contacts.

The first lease name will be setup as a contact with the type of contact as "Primary".

Any additional lease names need to be setup as contacts and have the "Other Lease Names" box ticked.

Procedure

1. Select a Building to process.

2. Select the year to be processed.

3. Select the type of slip to be issued.

4. You may preview the report to review the data.

5. Click the Excel icon to export the data. Excel will open, the excel file has not been saved at this point you need to save and name the file.

6. Your file is now ready for import.