Entering Federal Magnetic Reporting Information for a GRE

Specify this information for GRE transmitters only. For non-transmitters, make sure the Transmitter GRE field is set to N.

You enter Federal magnetic tape reporting information in the Fed Magnetic Reporting window.

arrow icon   To enter Federal magnetic tape reporting information:

  1. Enter or query the GRE in the Organization window.

  2. In the Organization Classifications region, place the cursor on the classification GRE/Legal Entity, choose Others, and select Fed Magnetic Reporting.

  3. Click in the Additional Organization Information field to open the Fed Magnetic Reporting window.

  4. If the CRA has assigned a transmitter number to this GRE, select Yes in the Transmitter GRE (Y/N) field.

    If the year end information for this GRE is reported through magnetic media under a different GRE, then select No.

  5. For transmitter GREs, specify the following data as defined in the CRA instructions for data filed on magnetic media:

    1. As the Transmitter Number, specify the number provided by the CRA for filing data on magnetic media.

      The proper transmitter number format is MM followed by six digits.

      Note: This is a mandatory field. The magnetic media process will error if not entered.

    2. Specify the transmitter type indicator:

      • 1: Submitting returns on your own behalf

      • 2: Submitting returns on the behalf of others

      • 3: Submitting on your own behalf using a software package

      • 4: You are a software vendor

    3. Specify the name, area code, phone number, extension (up to seven digits), email address, second email address and language of the transmitter contact responsible for the magnetic media.

      Note: These are mandatory fields with the exception of the extension and second email address. The magnetic media process will error if the mandatory fields are not entered.

    4. Specify the name, area code, phone number, and extension of the summary contact responsible for the magnetic media.

      Note: These are mandatory fields (with the exception of the extension). The magnetic media process will error if not entered.

    5. If the employer is a Canadian-controlled private corporation or unincorporated, specify the Social Insurance Number of the first proprietor or principal owner.

    6. If the employer is a Canadian-controlled private corporation or unincorporated, specify the Social Insurance Number of the second proprietor or principal owner.

  6. Click OK to save your work.