Creating a CRA TMF Reconciliation Report

  1. Once the Reconciliation process is complete, you can create the CRA TMF Reconciliation report from the Reconciliation Report area.
  2. Select the appropriate filter from the Current View. Any Previous reports will populate in the grid.
  3. Select the appropriate site and click Create from the top ribbon bar to run a new report.
    • If this is the first report being created for the site, simply click the ‘Create’ button and then manually enter the site information the form that opens.
  4. The Create CRA TMF Reconciliation window populates with documents from the latest reconciliation. Complete the required fields.
  5. Fill in the appropriate details and click ‘Create.’
  6. You will receive a notification that the Site Report is created successfully. The report will then be displayed in the grid.