Bulk Input of Canadian Tax Exempt Control Numbers

To enter a larger group of tax exempt control numbers, you can use the Bulk Input functionality. The easiest way to do this is to use a spreadsheet.

1. Enter the control numbers in the first column of the spreadsheet and their quantities in the second.

   You can enter up to 600 control numbers and their associated amounts.

   
   

   

   
   

2. Select all of the populated cells and copy them.

3. In Corporate Actions Web, enter the instruction quantity in the Exempt row’s Active Instruction field.

   
   

   

   
   

4. Click Continue.

   The Tax Exempt Control area appears on the page.

   
   

   

   
   

5. Click Bulk Input.

   The Bulk Input Tax Control IDs popup appears.

   
   

   

   
   

6. Paste the spreadsheet cells into the window.

7. Click Apply.

   The imported control numbers and quantities appear on the page.

   
   

   

   
   

   Note: The Instructed Exempt Quantity must match the Total Exempt Quantity. You will see an error message if the quantities do not match.

8. Enter your Name, Phone Number, and Extension in the Submitter Information fields.

9. Click Submit Instruction.

   After the instruction is submitted, a “Success” message appears at the top of the page.

   
   

   

   
   

   Audit Trail information appears at the bottom of the page.

   To make any changes to the instructions, click the Edit button at the top of the Instruction Quantity section.