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Because I get a number of T-slips from mutual funds and trusts come in late, I expect I will be going back to CRA for updates. What isn't clear to me is how UFile will handle the merge: Does it only add "new" T slips (automatically)? Or do I have to accept only the slips that I haven't seen before? (And how would I easily tell which is which?) If I have updated a slip (e.g. the "cost or book value" field on a T5008) will I lose that edit if I accept the same slip again? Will the merge mess up if I rename the security? (Possibly because it complains that it's longer than 30 characters!), and as a sub-question, how can I differentiate t-slips for the same security held in different accounts - one joint, one individual - if I can't rename it? I'm also at a loss as to the best way to cross check the downloaded data with my paper slips to ensure they are in sync - do I have to recheck after each update? In general, what's the best work flow for using this feature? Thanks in advance if anyone has answers!