Adding TFSA Information
The TFSA Information screen is available for nominee name TFSA accounts.
The screen will identify if the TFSA account has at least one reject based on the last TFSA Rejected Individual Record list imported into R Broker. If the account is in a rejected state, the operator will have the ability to view all of the current error codes for that TFSA account.
To view TFSA informationÂ
2. Select TFSA Information from the More... list. The TFSA Information screen appears.
3. If you want to change the tax year from the current year default, enter a year in the Tax Year field.
Note:
Displays a check mark if there is at least one reject for the TFSA account based on the last TFSA Rejected Individual Records list imported and posted to R•Broker.
4. Click the Errors button to open the TFSA Error Detail dialog where the most recent errors reported for the account from CRA are displayed. Enabled if there is at least one reject for the TFSA account.
5. Click Search to search for tax records for the entered Tax Year.