You may begin generating your RL-24s. They can be sent electronically and must be validated by the Quebec government no later than February 28th 2023.
Organizations can transmit RL-24 receipts electronically (if they issue more than 50 receipts for a fiscal year) in 5 steps in the Accounting and finance > RL-24 Tax credit subtab. A child must be 16 years or younger during the taxation year in order to be eligible.
How it Works
Step 1- Information Confirmation
To generate your RL-24s, you must first verify which activities are eligible and whether fees are declared by day or by week.
Click 'Go to Step 1'.
Filter your list for All, Eligible or Ineligible activities. The total number of activities is indicated.
To change the eligibility of an activity, click its name to modify the Taxes section of the activity. Save the activity.
The invoice date of the activity determines its eligibility for the RL-24 tax credit. For example, an activity invoiced in 2022 but created in 2021 will count as eligible for the RL-24 tax credit of year 2022 as long as it's reconciled to a payment.
If a client leaves a deposit in 2021 and is registered in 2022, it will show up in 2022 RL24 data if the payment is reconciled.
If a client is registered in 2021 and pays in 2022, it will show up in 2021 RL24 data (but not until the payment is made in 2022).
Return to Accounting and finance > RL-24 tax credit > Step 1 to continue reviewing eligible activities.
Click Export to Excel to export your lists.
When finished, click Continue to proceed to Step 2.
Step 2- Incomplete Reconciliations
The next step is ensuring all payments, credits and reimbursements are reconciled to the appropriate invoice items. This is crucial to generating accurate RL-24 slips.
Click the invoice number to verify each incomplete reconciliation in the client's billing tab.
If a payment isn't reconciled to an eligible invoice item, it won't be admissible.
Click Back to Summary to return to your list of eligible activities; or
Click Continue to proceed to Step 3.
Step 3- Cancelled Registrations & Partially Paid Fees
You can generate an RL-24 for cancelled registrations if the child qualifies and participated in part in an eligible activity. SmartRec provides a list of cancelled registrations for eligible child participants.
Verify each account to see if a child is eligible for a partial RL-24 tax credit.
All fields must be completed manually.
Click Continue to proceed to Step 4.
Step 4- Rectify Missing Information
Accounts with missing SIN and/or address information are flagged. If you proceed to Step 4, you can't return to Steps 1-3.
Verify each page for accounts with missing information. These are flagged with red boxes.
Filter for all accounts or those with or without SIN information.
Corrections made to SIN numbers and/or address information can be made for the purpose of submitting RL-24's, but it won't make changes in the client's account.
Any account missing SIN number won't generate an RL-24 slip.
Refresh erroneous SIN and Addresses
Step 5- Final RL-24 Confirmation
This step produces the list of RL-24s to be sent for the government's approval. Clients whose information was not corrected in Step 4 won't appear in this list, nor be sent. Return to Step 4 if necessary. It's the last time you'll have an opportunity to make changes in batches.
To remove someone from the list, uncheck the 'Submit Receipt' box.
Click any field to manually edit the information.
Click Summary to generate an at a glance view of the total receipts, the number or receipts with errors and the total to be sent to the government.
You can return to Step 5 or click Continue to transmit the RL-24s.
Confirm your Organization
Verify your organization's contact information and type. Corrections can be made in the Account > Main Information subtab.
Your Quebec Business Number (NEQ) and Identification number consist of 10 numeric characters. These numbers are visible on your correspondence with Revenu Quebec.
Your File number consists of 4 numeric characters and is visible on your correspondence with Revenu Quebec.
Once information is completed, click Submit and Send.
You cannot cancel the submission.
Print the RL-24 Summary and Mail it
The summary must include the number of RL-24s issued, including RL-24s labeled Modified and RL-24s labeled Cancelled. Thus, you must create a modified Summary for each change, cancellation or addition of an RL-24. Alternatively, you can wait until you have no more changes before printing the RL-24 Summary.
The up-to-date RL-24 Summary must be filled out, signed, and mailed to Revenu Quebec.
What Happens Next?
Once RL-24s are sent to the government, you can no longer edit RL-24 slips in batches. You may cancel or make modifications to individual slips and re-send electronically.
It may take approx. 3 business days for the government to validate the RL-24s. Once the government validates the RL-24s, admins with an 'Account owner' access level will receive an email (in the same language as your organization's settings) to notify them the RL-24s are ready. Admins must click 'Send your clients an email' in the Accounting and finance > RL-24 tax credit subtab.
An automatic email is then sent to the email address used to login to the client's Amilia account. RL-24s are not included in the email.
Account owners can access their RL-24s from the Documents tab in their personal account.
When receipts are approved, organizations can print RL-24s by batch or individually in the Accounting and finance > RL-24 Tax Credit subtab. A copy is included in the client's file under the Documents subtab.
There is a limit of 3 children per RL-24 tax slip. After the batch of RL-24s is sent electronically and validated, you must create a manual slip for the remaining children.
If an RL-24 wasn't validated, your organization will receive an email specifying where errors were found. Correct the information and resubmit to the government.
Manually Generate and Modify RL-24s
After the government has validated your submission, you may need to create additional RL-24's. This must be done manually.
In the Clients > Client file > Documents subtab, create an RL-24 for a secondary adult or create a new RL-24 for the first time.
If the secondary adult's information is in the Account Members subtab, a link with their name will be present in the Documents subtab.
If the secondary adult does not exist, add them to the applicable child's contacts in the Account Members subtab.
By clicking on the link, an RL-24 template appears. Complete the empty fields.
Save the information.
Resubmit the RL-24 to the government via Accounting and finance > RL-24 Tax Credit.
✏️ Modify or Cancel an Existing RL-24
After the government has validated your submission, you may need to modify some RL-24s. This must be done manually in the Accounting and finance>RL-24 Tax Credit subtab. click on Search for an RL-24. Contact us at firstname.lastname@example.org if you have any questions.
Step 1 - Click the button to Search for an RL-24.
Step 2 - Type in the SIN, child's name or parent's name to find the slip
and use the Actions to modify any field. To cancel, click the X icon.
Step 3 - Return to the RL-24 Summary to send a number of modified slips to the government. The buttons freeze while they verify, so best to send multiple slips at once.
Step 4 - After the government verifies the modified slip(s), you'll see
the number of emails to send to clients. Click the button to do so.
Step 5 - Don't forget to print & send the RL-24 Summary by mail once any all changes have been completed.
* Last updated in January 2023