Stop chasing T-slips in email

Answers are general operational information only — not legal, tax, regulatory, clinical, privacy, immigration, or professional advice. Requirements vary by matter, client, and regulator.

Frequently asked questions

Can I rely on CRA Auto-fill instead of collecting T-slips?

Many firms still collect issuer copies when Auto-fill is incomplete or amended slips lag. Hivi-X tracks missing items — your firm decides what to request per client.

Which slip types should be on an intake checklist?

T4, T4A, T5, T3, RL-1 when Quebec employment applies, plus RRSP receipts and other items not on Auto-fill. Adjust per client situation.

Does Hivi-X pull slips from CRA?

No. Hivi-X collects and organizes client-uploaded source documents. Tax prep and Auto-fill remain in TaxCycle, DT Max, or your existing software.

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