- Are you changing the issuer name from the value that comes from CRA? We match on the issuer name. Or is this scenario one where you have multiple slips from the same issuer?
On a further note, the AFR download xml is anonymous because the taxpayer SIN does not exist in the file. So as long as the issuer details don’t give it all away (ie: J. Thomas Smith Prof Corp), you could share some of that real world data with us to help us optimize the matching.
We’ve optimized AFR based on the returns that are typical in our office, but we don’t have many complicated scenarios with multiple identical issuers… It would be great if we could see what some of these problem files are like so that we can improve the workflow to handle them.
Anyways, if you can help, go to history and click the button highlighted below. Save the file with an anonymous file name. You can even look at it in notepad to confirm that there is no personally identifying information:
