Home

User Manual in PDF format

1. 129 8 Edit Setup Files etd ee ec eee 129 SYSTEM SOCUHING MNT 129 Palis e 129 User Settings carcere nec ETT A eaae cie ec ed E E 130 9 Eanguage ELT 130 132 1 Common Problems ore Se ee eel oe 132 Reporting CPP QPP 8 El Earnings Before 2011 assesses 136 Codes ein a huh cide eae 137 COUNTY donc cU EE 137 Currency Codes 137 Provirice Sate Codes retro rere 140 4 Headings for Import Files 1 eeeeeeeeeee nennen nennen nennen nenne nnne nnn nnn nnnnnn inne nnn 141 Company Headings 142 NR4 Headings 143 RRSP Heading Sasiia a LN I D accuses EDD E 145 2012 ELM Computer Systems Inc AvanTax eFORMS 2011 T1204 Headings 146 T2200 Headings 147 12202A Heading 1 uice enar orones ausu an acp a vaca asc v saca sects oudSavaccssucnedbaveuousseddiseledousdisubiesacreseusesnevecberenst 151 TS Headings sai ctiicicectiasesncadesateioncseascsenscesscccbaccsnaseiosuvedactevnsberbaiseasGadoassaipapdactansnauseradensstocdaada
2. 9 Expense Amount Line 1 Expense Type Line 1 Expense Incl T4 Line 1 Yes Expense Incl T4 Line 1 No Expense Amount Line 2 Expense Type Line 2 9 Expense Incl T4 Line 2 Yes 9 Expense Incl T4 Line 2 No 9 Expense Amount Line 3 9 Expense Line 3 9 Expense Incl T4 Line 3 Yes 9 Expense Incl T4 Line 3 No 10 Use Portion Yes 10 Use Portion No 10 Percentage of Workday 10 Exclusive Yes 10 Exclusive No 10 Repay Yes 10 Repay No 10 Expense Amount Line 1 10 Expense Line 1 10 Expense Incl T4 Line 1 Yes 10 Expense Incl T4 Line 1 Yes 10 Expense Amount Line 2 10 Expense Type Line 2 10 Expense Incl T4 Line 2 Yes 10 Expense Incl T4 Line 2 Yes 10 Expense Amount Line 3 10 Expense Type Line 3 10 Expense Incl T4 Line 3 Yes 10 Expense Incl T4 Line 3 Yes 11 Tradesperson Yes 11 Tradesperson No 11 Purchase tools Yes 11 Purchase tools No 11 Satisfy Yes 11 Satisfy No Type Size Yes No Currency Text 50 Yes No Yes No Currency Text 50 Yes No Yes No Currency Text 50 Yes No Yes No Yes No Yes No Text 50 Yes No Yes No Yes No Yes No Currency Text 50 Yes No Yes No Currency Text 50 Yes No Yes N
3. Note entered these fields will replace the name on the T4A slip 6 6 2 T4A 1 General 2 Advanced Pension or superannuation 16 0 00 Recipient s corporation or partnership name Lump sum payments 18 0 00 Self employed commissions 20 0 00 Income tax deducted 22 0 00 Annuities 24 0 00 Fees for services 48 0 00 Optional text to print on the slip Other information boxes View only the following boxes e g 26 28 107 116 Bligible retiring allowances 26 0 00 Non eligible retiring allowances 27 0 00 Other income 28 0 00 Check the box View only the following boxes e g 26 28 107 116 to display only the selected Other Information Boxes To select which Other Information boxes are displayed enter the appropriate number or numbers separated by a comma in the View Only the Following Boxes field 6 6 3 Relev Forms Many of the Relev forms now include a series of boxes to report additional information AvanTax eForms has implemented these boxes as follows The Box field contains the designation of the additional information to be entered and the Amount and Other Information fields contain the value of the additional information The Amount and Additional Information fields are mutually exclusive you should not enter data in both fields as the contents of both boxes will print on the R
4. y T4 n J NRA NRA MRQ returns Select Al Clear Al V RRSP RRSP wu n v e Only returns with slips entered Select All T4ANR J 4 The following returns are automatically selected V TAARCA T4PS TA T5 RL 1 and RL 3 T4PS TARIF TARIF TARSP Sa 4 5 Skip backup not v T4RSP recommended T1204 T5 T2200 T1204 T2202A v T2200 T5007 Corfu Database 2202 T5008 T5007 T5013 Close T5018 deeem TFSA y T5013 R1 v T5018 R2 7 TFSA R3 y R1 R8 7 R2 R15 J R17 R18 v R8 V R15 ne V R17 V R18 v R25 To select and or deselect any return simply check or uncheck the appropriate box You can also select and or deselect return types by category for both the CRA and the Revenu Qu bec or select all return types for which slips have been entered Click the Configure Database button to apply your selection Backup and Restore a Database The Backup and Restore function allows you to make backups of your database for archiving security or as a precaution prior to installing eForms updates The Backup Dialogue 2012 ELM Computer Systems Inc Working with Databases 51 Backup 8 A5 Please select a folder and a file name for the backup Folder CAUsersVPeter Rhebergen Documents T4 TimeSaver 2011 Backups AvanTax eForms Data Nam
5. 2012 ELM Computer Systems Inc Getting Started 45 As a registered user of the 2011 eForms you are entitled to contact us for technical assistance at no additional cost Since we are also highly qualified IT specialists we be able to help you resolve any problem you may have Please refer to the Technical Support 16 1 section for our contact information 2012 ELM Computer Systems Inc Part IV 44 4 2 Working with Databases 47 Working with Databases Special Instructions for eForms Lite eForms Lite is restricted to a single database named LITE T11N The Lite database can contain a maximum of 5 companies with up to 25 slips of each type T4 T4A T5 RL 1 amp RL 3 per company Use the Open Database option of the File menu to browse to the location of the 2010 T4 TimeSaver Lite database LITE T10N and convert it to a 2011 eForms Lite database LITE 11N You will then enter the Database Conversion 118 process To determine the location of your 2010 T4 TimeSaver Lite database open the 2010 eForms Lite program and use the File Locations option of the Setup menu Opening a Database je Open AvanTax eForms Database T4TimeSaver NET 2011 Data x Search Data Organize New folder Podcast Documents library uus J s Arrange by Folder p T4 TimeSaver n Ti Name Date modified Type Backups Demo T11N 9 30
6. 4 The database must be checked before you can use it This is probably because new version of AvanTax eForms has been installed Do you wish to proceed with the database structure check Database C Users Peter Rhebergen Documents T4 TimeSaver NET 201 1 Data Released T11N AvanTax eForms Database Update Ensure that no other users have this database open before proceeding Once you click Next you will be encouraged to make a backup of your database before continuing a backup is optional but recommended Backups can be secured by a password if you use a password make note of it we cannot recover a lost password Check Database Structure 3 Skip backup Not A It is highly recommended that the database be backed up before proceeding i Please select a folder and a file name for the backup AvanTax Folder C Users Peter Rhebergen Documents T4 TimeSaver 2011 Backups m eForms Database Name Released 2011 10 04 11 19 18 ZIP Update v Use maximum 1 Password Confirm password compression Slower MNT 2 1 4 Receiving Updates If you provided a valid email address with your order you will receive email notifications whenever a significant update to eForms is released Clients who purchased the Update Mailout Service option 4 on the order form will receive updates by Canada Post Clients who have opted for Internet distributi
7. 2012 ELM Computer Systems Inc 180 AvanTax eFORMS 2011 13 4 21 RL 1 Headings eForms Plus amp Enterprise Only RL 1 data is imported with T4 data refer to section Headings for T4 155 for RL 1 import details 13 4 22 RL 2 Headings eForms Plus amp Enterprise Only Cell A1 import from Excel or the first data element import from CSV must contain R2 Heading LASTNAME FIRSTNAME INITIAL ADDRESS1 ADDRESS2 CITY PROV POSTAL COUNTRY SOURCE1 BENEFICIARYNUM ANNUITY BENEFIT OTHERPAYMENT REFUNDRRSPSPOUSE DEATHBENEFIT REFUNDRRSPUNDEDUCTED REVOCATION OTHERINCOME DEDUCTION TAX INCOMEAFTERDEATH LIFELONGLEARNING TAXPAIDAMOUNT SIN SIN2 HOMEBUYER REPORTCODE SERIAL Description Recipient last name Recipient first name Recipient initial Address line 1 Address line 2 City Province code Postal code including space Country in address Source of income Employer assigned number Life annuity payments amount RRSP RRIF DPSP benefit amount Other Payment amount Refunded RRSP amounts Value of benefit at time of death Amount of refunded excess RRSP Value of benefit before amendment All other income Amount giving entitlement to deduction Amount of Qu bec tax held at source Income earned after death amount Life Long Learning Plan amount Tax paid amount Social insurance number Spouse s social insurance number Withdrawal under HBP Status of slip Relev number
8. 153 Import File Header T4 155 Import File Header TAA 159 Import File Header TAANR 162 Import File Header TAARCA 163 Import File Header TAPS 164 Import File Header TARIF 165 Import File Header TARSP 166 Import File Header 5 167 Import File Header T5007 170 Import File Header T5008 171 Import File Header T5013 173 Import File Header T5018 177 Import File Header TFSA 178 Import File Headings 141 Import Files Introduction 141 Import Last Year s User Information 117 Import CSV 113 Import Excel 111 Import XML 115 Improve Print Speed 73 Installation 20 Installing Updates 23 Internet Filing Limitations Quebec Returns 105 Internet Filing Federal Returns 100 Internet Filing Quebec Returns 104 K Keys Special 42 L Language Toggle 130 Last Slip 42 Last Year s Data Convert 118 License Agreement 17 Location File 128 Magnetic Media CD or 105 Magnetic Media Federal Returns 99 Magnetic Media Internet Federal 100 Magnetic Media Internet Quebec 104 Magnetic Media Perparation 95 Magnetic Media Quebec Returns 103 Main Menu 30 Making Suggestions 12 MDI 43 Memory 12 Menu Company 33 Menu Edit 31 Menu Electronic Filing 40 Menu File 30 Menu Forms 33 Menu Help 41 Menu Reports 38 Menu Setup 37 Menu Tools 35 Menu View 32 Menu Windows 40 Merge Companies 108 Multiple Document Interface 43 Multiple Forms 43 N Net Pay Company 60
9. or PPIP QPIP is less than or equal to this value and the unadjusted values will be reported on the T4 slips The default is 1 00 2012 ELM Computer Systems Inc 60 AvanTax eFORMS 2011 5 3 3 Adjust CPP EI PPIP to calculated amounts even if there is insufficient tax to offset the adjustment Adjustments increasing the amount entered for CPP QPP El or PPIP QPIP will be taken from income tax deducted When this option is selected entered values will be adjusted to the calculated amounts even if insufficient tax exists to make up the difference If there is insufficient tax to cover the adjustment to CPP QPP EI and PPIP QPIP the difference will be posted to the T4 Summary The shortfall is made up of the increase in the employer s contribution and the increase in the employee s contribution which was not offset by tax The employer must make up the difference when filing the Summary and collect the under contributed employee s portion from the employee Maximum amount by which tax may be reduced Enter the maximum amount by which tax may be reduced For example Enter 100 00 to limit tax decreases to no more than 100 00 The default is 9 999 99 Advanced These settings determine how net pay is displayed on T4 slips In this section you can choose whether or not to display Net Pay and how Net Pay will be calculated for the current company Uncheck the Don t display net pay option to display net pay the default optio
10. a E Data Entry Sequence Name Employee Number S LN Selecting Slips Use the Select Slips function to select a specific information slip from those entered for the current company Slips can be selected by one of the following methods 2012 ELM Computer Systems Inc 66 AvanTax eFORMS 2011 e click on the Find Slip icon in the icon toolbar e e select Select slip from list from the Edit menu e press CTRL S In each of the above cases a list of all the recipients for the current company will be displayed to the left of the data entry screen The desired slip can be displayed on the data entry screen by selecting the desired recipient from the recipient list The slips will be listed in the currently active sort order Common Data Fields amp Buttons Please note that not all fields below will be found on all data entry screens the T4 slip data entry screen is shown as an example 43 Start Page 8 T4 X T4 Statement of Remuneration Paid Gotaa Goiri GotoSummay Pete s Co Sumame First name Initial Social insurance number 12 Set to Address line 1 Employee number A
11. i T4 Summary Summary of Remuneration Paid DEMO DEMO Forms can be moved as desired once the screen has been split by clicking on the tab for the form and dragging it to the desired location The screen can be split further to accommodate additional forms as needed Multiple forms can be opened within any split see example above where tabs for the Start Page and a T4 slip are displayed on the left while a T4 summary is displayed on the right Closing the last tab in any split will return eForms to full screen mode Entering Data The data entry screen for each form in eForms will have a data entry field for each box on the respective printed forms as well as control fields used by eForms Refer to the guides provided by CRA or MRQ for information and regulations concerning the completion of any form A warning will be provided if the entered data is invalid Below are a number of features to make data entry as quick and easy as possible e Data on any form is automatically saved as the cursor moves between fields and when the form is closed e The decimal point must be used when entering cents or a dollar amount with zero cents will is assumed icon displayed to the right of a field indicates that a limited number of valid data entries exist for this field Double clicking the field or the B icon displays the list of valid entries from which to make a selection The current company s address can be copied as the current emp
12. 2012 ELM Computer Systems Inc 9 1 Partnership Forms Plus amp Enterprise Versions Only 91 The percentage you enter on the slip Total net accounting income Each partner s share U The partner s partnership units held divided Total net accounting income by the sum of all partnership units Each partner s number of units If you select P or U you will need to enter the Total net accounting income to be allocated If you select method A the Total net accounting income will be disabled but it will be adjusted as you enter the partners net income allocated on each slip Regardless of which method you choose to calculate the partners share eForms will automatically allocate each income and expense item entered on the summary to each of the slips according to the percentage unless the box is overridden on the slips see Overriding the Automatic Allocation below Overriding the Automatic Allocation Depending on the type of partnership there may be amounts which cannot be allocated to the partners simply on the basis of a percentage If this is the case you will need to override the box and enter the amounts manually on each slip To do this go to any one of the slips and double click the pencil image to the right of the box or click in the box and press F4 The background color of the box will change to aqua and you will be able to enter the desired value in the box No
13. MU 56 Adjustment OPTIONS Mtm 57 Setting Adjustment Options ner rre rr nene y e Eee EP EE Te TU EEG ana 57 GPP QPPAdi stment p e DR HH Re Pe er p Ee petu e epe ied 58 El Adjustment Options cire tie E eher teer eed i te Adah 58 PPIP QPIP Adjustment Optiornis rooted tete tede d c d eei bct lp e ie de Pe dee doc edis 59 Transfer Over Remlttance iio reo erret etin atin e eae RE PEE PEE EE PETERET E EVERETT EE 59 Other Adjustment Options e Cu d Pe re e bavi EC EP HEY Yu NN De NER Pe ug 59 MIAPUEDDRD 60 4 sm 61 5 Adjust Unadj st T4 Slips 61 6 Unlock all Companies in 61 Viewing Editing Company Summary 61 Part VI Entering Recipient Payee Information 65 MPO EDI 65 LAVAL L 65 3 Sorting SIPS sic sce eere ee ie haa 65 4 Selecting SpE E 65 5 Common Data Fields amp 66 6 Unique Data Fields amp ButtOns
14. Use the Browse button to open the location of the XML file you wish to import data from Any XML file meeting the electronic data submission requirements of the CRA or MRQ may be imported In rare cases the import from XML may fail due to inconsistencies between the source data and CRA or MRQ requirements Import into current company 2012 ELM Computer Systems Inc 116 AvanTax eFORMS 2011 Imports data into a company already existing in the current database Import into a new company Imports data into new companies in the current database You will be prompted to enter company names into which to import the data once the import has completed you must edit the company to complete the data entry of the company information Import transmitter information from this file into Setup gt User Settings gt Electronic Filing If selected imports transmitter information included in the source XML file into the current database Do not validate XML file before starting import If selected validation of the source XML data will be skipped otherwise imported data will be checked for errors Import Begins importing data using the settings provided What happens eForms adds the slip data to the company you indicated If there are already slips of this type in the company the imported data will be added after the existing slips A summary for the return will be created or updated as required For example if you have a co
15. 2012 ELM Computer Systems Inc Electronic Filing 99 10 2 e have submitted this file online to CRA MRQ The submission number from the Confirmation of Receipt is Click this radio button if you have submitted or will immediately submit the XML file to CRA or MRQ once the XML file has successfully been submitted you will receive a confirmation number which you should enter on this page You will use your Internet browser to submit the XML file to CRA or MRQ will submit this file to CRA MRQ later Click this radio button if you will not immediately be submitting the XML file to CRA or MRQ but wish to retain the file for submission at a later date e This file will not be submitted The program will delete it Click this radio button if you will not be submitting the XML file to CRA or MRQ eForms will delete the XML file when you click NEXT button Note about this submission Here you can enter any information you wish to record about this XML file Cancel Cancels the submission process deletes the XML file and returns you to eForms Finish Only available when one of the three radio buttons on the top of the screen has been chosen when clicked it will return you to eForms after confirming whether or not you wish to update the filing status for the company ies included in the XML submission There is no need to submit a transmittal report T619 form with electronic returns Instructions for CRA Returns
16. Name Area code phone number Telephone extension Language E mail You are not required to submit a test file to CRA before submitting an electronic return as ELM Computer Systems has obtained approval for the electronic format on your behalf NOTE All data fields on the left half of this screen with the exception of Name line 2 and Address line 2 as well as the Transmitter Number at the top of the right half of the screen must be filled to prevent errors when an electronic submission is created If you also file Relev returns all of the information in the Quebec section must also be entered Information entered on this screen must be accurate so as to enable the CRA and MRQ to contact the filing agency with any questions about the submission Transmitter Information Enter the information for the company that will be submitting the electronic return not the company for whom the electronic return has been prepared unless they are the same company Note Do not enter any information pertaining to ELM Computer Systems in this section as we cannot help the CRA or MRQ with any questions regarding the return Accounting Contact Enter name and contact information for the person answering accounting inquiries for electronic returns Do not use ELM Computer Systems as the Accounting Contact Technical Contact Enter name and contact information for the person answering tec
17. You can enter as many slips for each company as necessary in an eForms Basic Plus or Enterprise database eForms Lite is limited to 25 slips of each type per company Use the Add Slips function to create a new information slip of the type currently being viewed for the active company New slips can be added by one of the following methods click on the Add Slip icon the icon toolbar select Add Slip from the Edit menu press Ctrl A press PgDn In each of the above cases a blank data entry form will appear Delete Slips Use the Delete Slips function to delete the information slip currently being viewed Slips can be deleted by one of the following methods e click on the Delete Slip icon in the icon toolbar x e select Delete Slip from the Edit menu e press Ctrl D After confirming this action the slip currently displayed will be deleted The information slip data entry screen will be closed if you delete the last remaining slip for the active company Sorting Slips During data entry or review of slip information you can modify the sequence of the slips by selecting the desired field from the drop down list at the right end of the icon toolbar The fields available for sorting will vary by the type of slip the example below shows the options for sorting T4 slips The slip currently being displayed will remain on the screen File Edit View Company Forms Tools Setup Reports Windows Help HEEG iiie 50
18. 11 10Create Slips from Another Type Currently under development d Start Page 83 Create Slips Company and Types of Slips Company Pete s Co Type of slips to copy from Close Type of slips to create 4 Slips to be Copied Select AL of YY YYY slips selected The Create Slips from Another Type function is used to create slips of one type ie T5 from already existing slips of another type ie T4 Use this function to rapidly create slips in situation where various slip types share an identical or nearly identical set of recipients Slips of another type can only be created within a single company you cannot copy slip information from one company into another company Company Specify the company within which to create the new slips from slips already existing within that company Type of slips to copy from Use the drop down box to select the type of already existing slip containing the data to be copied Type of slips to create Use the drop down box to select the type of slip to create from the existing data Slips to be Copied Use the Select All button to select all slips of the type to be copied or select slips individually You can use the Clear All button to clear your selection and start over Once the correct slips have been selected you can use the Create Slips button to create the new slips from the selected slips 2012 ELM Compute
19. Adjustment Options tool to change the adjustment options for companies in the current database Click Apply to apply settings in sections with the Change these settings box checked to the selected companies Changes made here will not immediately make adjustments to the selected slips and are not retroactive to any adjustments already made To adjust slips using the new adjustment options you must run the Adjustment Report s See the following sections of this guide for detailed descriptions of how each adjustment type is calculated CPP QPP Adjustment Options 581 El Adjustment Options 581 PPIP Adjustment Options 591 Transfer of Over Remittance 597 Other Options 5 Changes made using this tool can not be undone 2012 ELM Computer Systems Inc 110 AvanTax eFORMS 2011 11 3 2 Contact Information 43 Start Page 43 Global Contact Info Companies v Sample Company Sample Company Select Current Company M User Defined Groups Save Rename List Save As Delete Exception _ Display and process in selection sequence 1 selected Less Summaries to be Changed New Contact Information New Certification Information Select All T4 E Change First name E Change T4A Chi Ch mm 15 Change Last name ange Position Change Area code Change Area code
20. BMU Bermuda BRA Brazil VGB British Virgin Islands CMR Cameroon CAN Canada CYM Cayman Islands CHL Chile CHN China People s Republic of COLA Columbia SUN Commonwealth of Ind States CIV Coast CYP Cyprus DANK Denmark DOM Dominican Republic EGY Egypt FIN Finland FRA France DEU Germany Federal Republic of GBR United Kingdom incl N Ireland GRC Greece 13 3 2 Currency Codes GRD Grenada GUY Guyana HKG Hong Kong ISL Iceland IND India IDN Indonesia IRL Ireland ISR Israel ITA Italy JAM Jamaica JPN Japan KEN Kenya KOR Korea Republic of South LBN Lebanon BLZ Leeward amp Windward Is amp Belize LBR Liberia LIE Liechtenstein LUX Luxembourg MYS Malaysia MLT Malta MEX Mexico MAR Morocco NLD Netherlands ANT Netherlands Antilles NZL New Zealand NGA Nigeria NOR Norway PAK Pakistan PAN Panama PNG Papua New Guinea PHL Philippines POL Poland PRT Portugal PRI Puerto Rico ROM Romania SAU Saudi Arabia SEN Senegal SYC Seychelles SLE Sierra Leone SGP Singapore ZAF South Africa ESP Spain LKA Sri Lanka SWE Sweden CHE Switzerland TWN Taiwan Republic of China THA Thailand TTO Trinidad and Tobago TUN Tunisia TUR Turkey ARE United Arab Emirates GBR United Kingdom USA United States URY Uruguay VEN V
21. Box 2 Box number Additional information Box 2 Currency data Additional information Box 2 Character data Additional Information Box 3 Box number Additional information Box 3 Currency data Additional information Box 3 Character data Additional Information Box 4 Box number Additional information Box 4 Currency data Additional information Box 4 Character data Type Size Comments amp Examples Text 3 OBL DRO DEN ACT TIT BON OPE UNI MET DIV CON Decimal 9 digits 4 decimals 13 Text 60 Numeric 9 Numeric 9 Numeric 9 Numeric 9 Text 255 Yes No Text 30 Text 7 eForms Enterprise only eForms Enterprise only eForms Enterprise only Currency Text 20 Text 7 Currency Text 20 Text 7 Currency Text 20 Text 7 Currency Text 20 2012 ELM Computer Systems Inc 196 AvanTax eFORMS 2011 13 4 29 RL 25 Headings eForms Plus amp Enterprise Only Cell A1 import from Excel or the first data element import from CSV must contain R25 Heading Description Type Size Comments amp Examples NAME1 Beneficiary name line 1 type 3 4 amp 5 Text 30 Required type 3 4 8 5 NAME2 Beneficiary name line 2 type 3 4 amp 5 Text 12 LASTNAME1 First beneficiary last name type 1 2 amp 6 Text 30 Required type 1 2 amp 6 FIRSTNAME1 First beneficiary first name type 1 286 Text 30 INITIAL1 First beneficiary initial typ
22. 12 2 E 44 Part IV Working with Databases 47 1 Special Instructions for eForms 47 2 Opening a Databaso ecu eaa aaea ea aaan aaa a ad aaa ea 47 Creating a Database niiin e a aano o ae Aaa aa a aaea eaae a aiee 48 48 3 Closing Data a SAh r a eaa a ra a daaa Taaa 49 4 Configure Databases ra eaaa paaa aie aaeeea 50 5 Backup and Restore a 50 6 52 7 22 2 53 8 Repair User 53 Part V Entering Company Payer Information 55 UE 3 ReuDcEge ree 55 Xen 55 Edit Company 56
23. 13 Provide Saw Yes Yes No Yes selects option Q13BNO Q 13 Provide Saw No Yes No No de selects option COMPANY NAME1 Company associated with slip Text 30 eForms Enterprise only 2012 ELM Computer Systems Inc Appendices 151 13 4 6 2202 Headings eForms Plus amp Enterprise Only Cell A1 import from Excel or the first data element import from CSV must contain T2202A Heading Description Type Size Comments amp Examples LASTNAME Recipient last name Text 30 Required FIRSTNAME Recipient first name Text 12 INITIAL Recipient initial Text 1 ADDRESS1 Address line 1 Text 30 ADDRESS2 Address line 2 Text 30 CITY City Text 28 PROV Province code Text 2 POSTAL Postal code including space Text 10 COUNTRY Country in address Text 3 CAN USA etc SLIPSTATUS Status of slip Text 1 O Original A Amended or C Cancelled PROGRAMNAME Name of program of study Text 50 STUDENTNUMBER Student number Text 15 FROMYEAR1 From Year line 1 Integer 4 FROMMONTH 1 From Month line 1 Integer 2 1 2 3 12 TOYEAR1 To Year line 1 Integer 4 TOMONTH1 To Month line 1 Integer 2 1 2 3 12 TUITIONFEES1 Eligible tuition fees line 1 Currency PARTTIMEMONTHS1 Number of months for Part time line 1 Numeric 2 1 to 12 FULLTIMEMONTHS 1 Number of months for Full time line 1 Numeric 2 1 to 12 FROMYEAR2 From Year line 2 Integer 4 FROMMONTH2 From Month line 2 Integer 2 1 2 3 12
24. 20 data 2012 ELM Computer Systems Inc 198 AvanTax eFORMS 2011 2012 ELM Computer Systems Inc Index 199 Index A About eForms 11 About ELM Computer Systems 16 Accessing Last Year s Data 118 Add Company 42 Add Slip 42 Adding Features 12 Adding Slips 65 Adjust Unadjust RL 1 Slips 61 Adjust Unadjust T4 Slips 61 Adjusting RL 1 Slips 71 Adjusting T4 Slips 71 Adjustment Options Company 57 Adjustment Options CPP QPP PPIP QPIP 58 Adjustment Options El 58 Adjustment Options Global 109 Adjustment Options PPIP 59 Adjustment Options QPIP 59 Adjustment Options Setting 57 Adjustment Report Printing 82 Adjustment Defaults 122 Adjustment Other Options 59 Adjustment Transfer Over Remittance 59 Administration User 126 Adobe Reader 73 Advanced Tab 68 Authorization Code 28 Authorization Code Change 128 B Backup Database 50 Backup Restore Database 50 C CD Filing 105 Change Authorization Code 128 Change Password 129 Check Database Integrity 53 Close Database 49 Codes Country 137 Codes Currency 137 Codes Province amp State 140 Comany Menu 33 Common Problems 132 Common Recipient Data Fields 66 Company Filing Status 87 Company List Printing 87 Company Name 42 Company Add 42 Company Adjustment Options 57 Company Defaults 122 Company Delete 61 Company Edit 42 Company General Information 56 Company Import File Header 142 Com
25. Canada only Cardholder s name TOTAL Early Shipping Option The final version of eForms will not be shipped until the first week of January because some CRA and MRQ forms and approvals are not available until late December If you prefer to receive a production version in early December please check the Early Shipping Option This version will be essentially complete with the possible exception of some minor changes to the printed returns It can be used to enter all your data but we advise you to wait for the final release of the software before final printing or electronic filing of returns You will be notified by email when the final release is available and you can download it from our web site 2012 ELM Computer Systems Inc 1 2 1 3 16 AvanTax eFORMS 2011 About ELM Computer Systems Inc ELM Computer Systems Inc was established in 1978 to provide comprehensive Information Technology services to businesses in the Greater Toronto Area Although concentrating on the GTA ELM provides reliable remote support and management solutions to businesses anywhere in Canada Our clients include members of the accounting health legal and transportation industries as well as many others Over the years and through continual training we have acquired expertise in all aspects of business computing amp networking and are experts in custom software design on systems from handheld to desktop computers Because e
26. Gas property expenses Currency BOX31 Expenses related to foreign resources Currency BOX32 Quebec exploration expenses Currency BOX33 Quebec surface mining or oil amp gas Currency exploration expenses BOX34 Exploration expenses incurred in Northern Currency Quebec BOX35_ 28 Assistance corresponding to box 28 Currency 2012 ELM Computer Systems Inc Appendices 185 Heading Description Type Size Comments amp Examples BOX35 29 Assistance corresponding to box 29 Currency BOX35 30 Assistance corresponding to box 30 Currency BOX35 32 Assistance corresponding to box 32 Currency BOX35 33 Assistance corresponding to box 33 Currency BOX35 34 Assistance corresponding to box 34 Currency BOX43 Capital repayment Currency BOX44 Dividend tax credit Currency BOX45 Eligible taxable capital gains on resource Currency property BOX50 Number units acquired during fiscal period Integer No decimals BOX51 Cost per unit Currency BOX52 Total cost of units Currency BOX53 Limited recourse amount Currency BOX54 At risk adjustment Currency BOX55 Other indirect adjustments Currency BOX60 Canadian exploration expenses Currency BOX61 Canadian development expenses Currency BOX62 Quebec exploration expenses Currency BOX63 Quebec surface mining or oil amp gas Currency exploration expenses BOX64 Exploration expenses incurred in Northern Currency Quebec BOX65 Share and security issue expenses Currency BOX66_60 Assistance box 60 Currency BOX
27. Price Annual Site License 275 00 NOTES features may change without notice 1 eForms requires a current version of Windows eForms can be used in Windows installations on Apple hardware with Boot Camp 2 Databases created with eForms Basic Plus or Enterprise are interchangeable Databases created by eForms Lite can be transferred Forms to any other version by our staff for a fee 3 Slip Summary and RL 16 Slip will be included initially and additional amp RL 16 forms will be included as the season progresses 4 Import from Excel requires Microsoft Excel 2012 ELM Computer Systems Inc Introduction 15 1 1 3 2 AvanTax eForms Order Form y 2011 EA Primary contact Position A Email Language Fr 1 FORMS Alternate contact Position ELM Computer Systems Inc Email 502 Gordon Baker Road North York ON M2H 3B4 Company name Client s Address Fax 416 495 0044 Tel 800 268 3211 GTA 416 495 1624 Fran ais 514 499 9669 Phone Fax Unit Ext Annual Site License mics UM Amount 2011 AvanTax eForms Enterprise 525 00 2011 AvanTax eForms Plus 435 00 2011 AvanTax eForms Basic 275 00 2011 AvanTax eForms Lite Optional Supplies White 3 part perforated letter paper 500 sheets CRA slips except NR4 T4A NR T5013 MRQ slips except RL
28. Software Requirements 12 Sort Order 42 Sorting Slips 65 Special Icons 43 Special Keys 42 Split Screen 43 Start to Finish 26 Starting eForms 26 State Codes 140 Suggestions 12 Summaries Printing 81 Summary Edit 61 Summary Review 61 System Requirements 12 System Settings Edit 129 T1204 Import File Header 146 T2200 Import File Header 147 T2202A Import File Header 151 Import File Header 153 T4 Slips Adjust Unadjust 61 T4 Adjusting 71 T4 Adjusting Reverse 71 T4 Adjustment Options 57 T4 Import File Header 155 T4 Reversing Adjustments 71 T4A Import File Header 159 T4ANR Import File Header 162 T4PS Import File Header 164 T4RCA Import File Header 163 T4RIF Import File Header 165 TARSP Import File Header 166 T5 Import File Header 167 T5007 Import File Header 170 T5008 Import File Header 171 T5013 Import File Header 173 T5013 Partnership Form 91 T5018 Import File Header 177 Technical Support 16 Template Open Excel 116 Terminal Server 12 Terminal Services 12 TFSA Import File Header 178 Toolbar 42 Tools Menu 35 Transfer Companies 108 Transfer Over Remittance 59 U Unique Recipient Data Fields 67 Unlocking Companies 61 Updates Installing 23 Updates Receiving 24 User Administration 126 User Database Repair 53 User Information Import Last Years 117 User Names 29 User Settings 122 User Settings Edit 130 Using eForms 26 cU s Validating Data 84 Ver
29. TOYEAR2 To Year line 2 Integer 4 TOMONTH2 To Month line 2 Integer 2 1 2 3 12 TUITIONFEES2 Eligible tuition fees line 2 Currency PARTTIMEMONTHS2 Number of months for Part time line 2 Numeric 2 1 to 12 FULLTIMEMONTHS2 Number of months for Full time line 2 Numeric 2 1 to 12 FROMYEAR3 From Year line 3 Integer 4 FROMMONTHS From Month line 3 Integer 2 1 2 3 12 TOYEAR3 To Year line 3 Integer 4 TOMONTH3 To Month line 3 Integer 2 1 2 3 12 TUITIONFEESS Eligible tuition fees line 3 Currency PARTTIMEMONTHS3 Number of months for Part time line 3 Numeric 2 1 to 12 FULLTIMEMONTHS3 Number of months for Full time line 3 Numeric 2 1 to 12 2012 ELM Computer Systems Inc 152 AvanTax eFORMS 2011 Heading FROMYEAR4 FROMMONTH4 TOYEAR4 TOMONTH4 TUITIONFEES4 PARTTIMEMONTHS4 FULLTIMEMONTHS4 TEXTATTOP EMAILADDRESS OKTOEMAILSLIP COMPANY NAME1 Description From Year line 4 From Month line 4 To Year line 4 To Month line 4 Eligible tuition fees line 4 Number of months for Part time line 4 Number of months for Full time line 4 Optional text to print at top of slip Recipient email address Permission granted to email slip eForms Enterprise only Company associated with slip Type Size Comments amp Examples Integer 4 Integer 2 1 2 3 12 Integer 4 Integer 2 1 2 3 12 Currency Numeric 2 1 to 12 Numeric 2 1 to 12 Text 15 Text 255 eForms
30. The following instructions are provided here for a convenient reference For complete details see the CRA website 1 Electronic filing submissions may be made by Internet or on a media such as a CD or DVD A complete electronic filing submission contains the transmitter identification as well as the slip and summary information for each return No paper forms are required with the submission 2 Anyone making an electronic filing submission must have a Transmitter Number If you do not have a Transmitter Number contact the CRA at 1 800 665 5164 to be assigned one If you cannot obtain a Transmitter Number use the default Transmitter Number of MM555555 You should be assigned a Transmitter Number for the subsequent year which you should use from then on 3 Filers of any combination of returns totalling over 50 slips are required by CRA to file their submission over the Internet Internet submissions may not exceed 150Mb If your submissions is larger than 150Mb it must either be compressed or split into separate submissions to fall below the 150Mb limit The CRA encourages all employers who use computerized methods to generate returns to submit them to the CRA electronically 4 An electronic filing submission may contain only one CD or DVD It may contain more than one type of return and it may contain returns for more than one company eForms Plus and Enterprise Only CD or DVD submissions cannot contain more than 50 slips If you have mult
31. iu 116 6 Import User Information from Last Year s 117 7 Convert Databases cce cecri ea cone a PR TRO RECO 118 EBIIXCID GC ensepg 118 9 T A CEAT eR E E EE E E E A E E A EE S A E E E S DO 119 10 Create Slips from Another 120 Part XII Using Setup to Configure eForms 122 1 User ao EE EEEE E ET 122 New Company Defaults Page cioe oir tieceetsacsccectonceesecdctested aude snacdeteccdhcuscurttace 122 T4 Adjustment Defaults Page 122 Data Entry Pages 123 Electronic Filing Page rper edente tede dedit arate rectores aY 123 oaea Aer 125 2 User Administration eg pO ec ccc oio ee eda eie iln 126 3 Dat File Security crate acte 127 4 Contribution Rates and 127 5 cc CS 128 6 Change Authorization 128 7 Change 55
32. 12 LASTNAME1 First recipient last name type 1 amp 2 Text 20 Required type 1 amp 2 FIRSTNAME1 First recipient first name type 1 amp 2 Text 12 INITIAL1 First recipient initial type 1 8 2 Text 1 FIRSTINDIVIDUAL Indicates first entity is individual R3 Yes No LASTNAME2 Second recipient last name type 2 Text 30 FIRSTNAME2 Second recipient first name type 2 Text 30 INITIAL2 Second recipient initial type 2 Text 1 SECONDINDIVIDUAL Indicate second entity is individual Yes No ADDRESS1 Address line 1 Text 30 ADDRESS2 Address line 2 Text 30 CITY City Text 28 PROV Province code Text 2 POSTAL Postal code including space Text 10 COUNTRY Country code Text 3 TAXYEAR Taxation year Integer 4 2011 REPORTCODE Report code 21 Text 1 O Original A Amended or C Cancelled R A or D will appear on RL 1s as necessary RECTYPE Recipient type 23 Text 1 1 Individual 2 Joint account 3 Corporation 4 Association trust club or partnership 5 Government or international org SIN First recip SIN ID or Business 22 Text 15 SIN2 Second recip SIN ID Text 15 ACTUAL Am t of non eligible dividends 10 Currency ACTUAL E of eligible dividends 24 Currency INTEREST Interest from Cdn sources 13 D Currency CAPGAINS Capital gains dividends 18 1 Currency 2012 ELM Computer Systems Inc 168 AvanTax eFORMS 2011 Heading OTHER FORINC FORTAX ROYALTIES ACCRUED RESOURCE CU
33. 2011 4 47PM 1 File Data New T11N 9 14 2011 12 54 1 File PDF Output Released T11N 9 26 2001 1 47 PM T11N File J User Settinc XML Outpu d Temp Visual Studio ng Public Docume Musie E File name X AvanTax eForms databases T gt 8 Before you can use eForms you will need open a database Choose Open Database from the File menu browse to the path and folder that contains the desired database Select or type the name of the database to be opened in the File name field You can open databases with the following filename extensions 10 Previous year s 2010 T4 TimeSaver database T11N Current year s 2011 eForms database When you open a 2010 T4 TimeSaver database you will be asked if you wish to convert the selected database into the 2011 eForms database format If you do so a new 2011 database will be created with the same name as the source database containing all of the company and employee information of the source database The source database will not be affected If no database exists you will not be able to use eForms until you create a database by selecting New database from the File menu NOTE If you cannot access most items under the Company Menu the likely cause is that no database has been opened You can only create a company or enter company information when a database is open Likewise you will only be able to enter fo
34. 4 RL 18 RL 25 Partnership Federal Partnership Quebec 4 T3 Information Return 4 Forms Menu Plus Trust Income Tax Return Quebec More Forms Menu Enterprise The Forms Menu is used to access the various data entry screens for each slip Forms that are not available in your eForms version will not appear in the Forms Menu Clicking on a form will display all data entry screens for that form More Select this item to display the Configure Database 507 dialogue which will enable you to enable amp disable forms within the current database Forms available from the Forms Menu are dependant on the version of eForms that has been installed refer to About eForms 17 for a list of forms available in each version 2012 ELM Computer Systems Inc Getting Started 35 3 5 6 Tools Menu Tools Setup Reports Electronic Filing Windows Help Tools Setup Reports Electronic Filing Windows Help Merge Companies Merge Companies Transfer Companies Transfer Companies Global Changes Global Changes Convert Last Year s Databases Convert Last Year s Databases Import Data Import Data Export Data Export Data Import User Information from Last Year s T4 TimeSaver Import User Information from Last Year s T4 TimeSaver Remove Slips Remove Slips Create Slips Forms from Another Type Create Slips Forms from Another Type aaa Event Viewer Tools Menu Lite Basi
35. Change Phone number E Change Phone number Change Extension Change Extension Apply Close Refer to the section Company Selection 75 for details on selecting companies to be included in this process Use the Global Changes Contact Information tool to modify the contact information on the summaries of any return types that exist for any companies in the current database The return types to which the changes will be applied can be selected from Summaries to be Changed Updated contact and certification information is entered as appropriate in the fields under the headings New Contact Information and New Certification Information Clicking on Apply will apply the changes to all selected companies and return types Changes made using this tool can 11 3 3 Slip Information 43 Start Page 3 Global Slips not be undone Companies v Sample Company Sample Company 5 Display and process in selection sequence 1 selected Less Slips to be Changed Options Select All 7 T4 Changetaxyearto 2011 7 Clear Al 5 Change 4 province of employment to E Fix El insurable eamings T4s Apply Select Current Company Gera User Defined Groups Save Rename List Save As Delete Exception Initialize slips zero amounts remove Amended etc Fx CPP QPP pensionable eamings on T4s Fx CPP QPP pensionable eamings on RL 1s 20
36. Company 3 TA RL 1 From the Windows Menu the user can see all windows currently open in eForms and switch between them The currently active window will be indicated by a check mark and any window can be chosen by clicking on it Close All Closes all currently open windows in eForms leaving eForms running Used when functions such as database repair ask to close all open windows 2012 ELM Computer Systems Inc Getting Started 41 3 5 11 Help Menu Contents Ctrl FL Search 1 AvanTax eForms User Guide PDF Excel Import Templates XLS Reset Quick Tips Reset Report and XML Messages Technical Support Options Send Email to Technical Support Send Error Log to Technical Support Check for Program Update Internet Sites X ownload Program Updates echnical Support jon Code and Purchase History AvanTax eForms Purchase Adobe Reader Download Adol Cana Agency tecent Databases Revenu Qu bec Customer Support Contents Displays a list of all help topics Search Search the help file for specific words or phrases AvanTax eForms User Guide PDF Displays the user Guide that was installed with eForms Excel Import Templates XLS Opens the included templates for data import Plus amp Enterprise Reset Quick Tips Restores pop up help settings to the default value of displaying pop up help where applicable Reset Report and XML
37. Company data 5 1671 5 145 NR4 data T5007 1761 T5007 slip data RRSP RRSP data T5008 17h T5008 data T1204 45 T1204 data 1501378 T5013 data T2200 147 T2200 data 15018177 T5018 data T2202A 51 T2202A data TESA 1781 TFSA data 153 data T4 156 R1 data imports into 4 record 4 155 T4 data R2 R2 data 1591 T4A slip data T5 168 R3 data imports into T5 record T4ANR 162 T4ANR data eh R8 data 16 T4ARCA data 15 15 TAPS 164 T4PS data R16 1891 R16 data T4RIF 1651 T4RIF data 17 R17 data T4RSP 66 T4RSP data 18 R25 19 R25 data 2012 ELM Computer Systems Inc 142 AvanTax eFORMS 2011 13 4 1 Company Headings eForms Plus amp Enterprise Only Cell A1 import from Excel or the first data element import from CSV must contain the word COMPANY Heading Description Type Size Comments amp Examples NAME 1 Line 1 of company name Text 35 NAME2 Line 2 of company name Text 30 CAREOF Care of line of address Text 30 ADDRESS1 Line 1 of address Text 30 ADDRESS2 Line 2 of address Text 30 CITY City Text 28 PROV Province code Text 2 ON QC BC POSTAL Postal code including space Text 10 COUNTRY Country code Text 3 CAN USA DEFPROVEMP Usual province of employment Text 2 ACCOUNTNO Business number Text 15 EIFACTOR Employer s El rate Decimal 8 4 digits 4 decimals CATEGORY Company category code used to group Text 10 co
38. Currency ASSISTANCECEE Assiss for Can Explor Exp 124 Currency ASSISTANCECDE Assiss for Can Dev Exp 125 Currency PORTIONINTFREECEE Portion interest free CEE 130 Currency EXPENSESITC Expenses qualified for ITC 128 Currency PORTIONINTFREEITC Portion interest free ITC 129 Currency EXPENSESBCTAXCREDIT Expenses BC tax credit 141 Currency EXPENSESSKTAXCREDIT Expenses SK tax credit 143 Currency EXPENSESMBTAXCREDIT Expenses MB tax credit 144 Currency EXPENSESONTAXCREDIT Expenses ON tax credit 145 Currency FO1TEXT1 Generic box 1 Province Country Text 3 FO1TEXT2 Generic box 1 Box number Text 6 F01AMOUNT Generic box 1 Amount Currency FO2TEXT1 Generic box 2 Province Country Text 3 FO2TEXT2 Generic box 2 Box number Text 6 F02AMOUNT Generic box 2 Amount Currency 5 Tax shelter information Boxes 150 UNITSACQUIRED Number of units 150 Currency COSTPERUNIT Costs per unit 151 Currency LIMITEDRECOURSEAMOUNTS Limited recourse am ts 153 Currency ATRISKADJUSTMENTS At risk adjustments 154 Currency OTHERINDIRECTREDUCTIONS Other indirect reduct 155 Currency GO1TEXT1 Generic box 1 Province Country Text 3 GO1TEXT2 Generic box 1 Box number Text 6 G01AMOUNT Generic box 1 Amount Currency 2012 ELM Computer Systems Inc 176 AvanTax eFORMS 2011 Heading Description 6 Other amounts and information CAPGAINS Capital gains 70 CAPGAINSRES Capi
39. Date Required Mmm dd yyyy Apr 1 2011 Yes selects option No de selects option Mmm dd yyyy Apr 1 2011 Integer 4 Currency Currency Currency Currency Currency Yes No Yes selects option Yes No No de selects option Yes No Date Yes selects option Mmm dd yyyy Apr 1 2011 Currency Currency Text 30 Text 30 Text 11 Currency Currency 2012 ELM Computer Systems Inc Appendices 179 Heading ACUISITIONOFNONQUALIFIED WITHDRAWALOFNONQUALIFIED DEATHDATE SUCCESSORHOLDER SUCCESSORHOLDERNO FAIRMARKETVALUEATDEATH DECEASEDLASTNAME DECEASEDFIRSTNAME DECEASEDINITIAL DECEASEDSIN DECEASEDDATE ISSELECTED Description Acquisition of non qualified investment fair market value Withdrawal of non qualified investment fair market value TFSA holder date of death Successor holder account Yes Successor holder account No TFSA holder fair market value at time of death Surname of deceased holder First name of deceased holder Initial of deceased holder SIN of deceased holder Date of death of deceased holder Check to select this slip for special electronic filing Type Size Currency Currency Date Yes No Yes No Currency Text 30 Text 30 Text 1 Text 11 Date Yes No Comments amp Examples Mmm dd yyyy Apr 1 2011 Yes selects option No de selects option Mmm dd yyyy Apr 1 2011 Yes selects option
40. Dollar value Currency XAMT15 Dollar value Currency XAMT16 Dollar value Currency XAMT17 Dollar value Currency XAMT18 Dollar value Currency XAMT19 Dollar value Currency XAMT20 Dollar value Currency XAMT21 Dollar value Currency 2012 ELM Computer Systems Inc 188 AvanTax eFORMS 2011 Heading XAMT22 XAMT23 XAMT24 XAMT25 XAMT26 XAMT27 XAMT28 SERIAL SERIALORIGINAL SERIALMM SERIALMMPREVIOUS EMAILADDRESS OKTOEMAILSLIP COMPANY NAME1 Description Dollar value Dollar value Dollar value Dollar value Dollar value Dollar value Dollar value Relev number of paper slip Relev number of previously filed paper slip user entered Relev number of XML slip Relev number of previously filed XML slip Recipient email address Permission granted to email slip Company associated with slip Type Size Comments amp Examples Currency Currency Currency Currency Currency Currency Currency Numeric 9 Numeric 9 Numeric 9 Numeric 9 Text 255 eForms Enterprise only Yes No eForms Enterprise only Text 30 eForms Enterprise only 2012 ELM Computer Systems Inc Appendices 189 13 4 26 RL 16 Headings eForms Enterprise only Cell A1 import from Excel or the first data element import from CSV must contain R16 Heading Description Type Size Comments Examples and defaults NAME1 Recipient name line 1 type 3 4 amp 5 Text 30 NAME2 Recipien
41. Earnings A value should only be entered in the CPP QPP Pensionable Earnings box if any of the following types of remuneration have been included in T4 box 14 RL 1 box A remuneration paid to the employee before during the month the employee turned 18 remuneration paid to the employee after the month the employee turned 70 remuneration paid to the employee during the months the employee was considered to be disabled under the CPP QPP guidelines remuneration paid to the employee after a CPP QPP retirement pension became payable refer to Guide TP 1015 G V remuneration paid to the employee while the employee worked in excluded employment refer to Chapter 2 of Guide T4001 amounts for a clergy member s residence from which CPP QPP contributions have not been deducted any excluded income benefits or payments refer to Chapter 2 of Guide T4001 El Insurable Earnings A value should only be entered in the El Insurable Earnings box when El insurable earnings are e not equal to zero not equal to the amount entered in 4 box 14 RL 1 box not equal to the maximum EIl insurable earnings 2012 ELM Computer Systems Inc Appendices 137 13 3 Codes 13 3 1 Country Codes The following abbreviations apply to commonly used countries use OMC where none of the following apply ARG Argentina AUS Australia AUT Austria BHS Bahamas The BHR Bahrain BGD Bangladesh BRB Barbados BEL Belgium
42. Enterprise only Yes No Yes Text 30 eForms Enterprise only 2012 ELM Computer Systems Inc Appendices 153 13 4 7 T3 Headings eForms Enterprise only Cell A1 import from Excel or the first data element import from CSV must contain Heading NAME1 NAME2 LASTNAME1 FIRSTNAME1 INITIAL1 LASTNAME2 FIRSTNAME2 INITIAL2 ADDRESS1 ADDRESS2 CITY PROV POSTAL COUNTRY SLIPSTATUS RECTYPE YEAR TSRESIDENCESTATUS SIN TEXTATTOP ACTUAL E TAXABLE E CREDIT E CAPITALGAINS CAPITALGAINS E ACTUAL TAXABLE Description Recipient name line 1 type 3 4 amp 5 Recipient name line 2 type 3 4 amp 5 First recipient last name type 1 amp 2 First recipient first name type 1 amp 2 First recipient initial type 1 amp 2 Second recipient last name type 1 amp 2 Second recipient first name type 1 amp 2 Second recipient initial type 1 amp 2 Address line 1 Address line 2 City Province code Postal code Country Status of Slip Beneficiary code Taxation Year Reserved for later use Recipient s SIN Business number or Trust account number Optional text to print at top of slip Actual amount of eligible dividends Taxable amount of eligible dividends Dividend tax credit for eligible dividends Total capital gains Total capital gains eligible for deduction Actual amount of dividends other than eligible dividends Tax able amount of dividends other than Type Size Tex
43. Heard amp McDonald Is Australian Dollar AUD Holy See Euro EUR Honduras Lempira HNL Hong Kong Hong Kong Dollar HKD Hungary Forint HUF Iceland Iceland Krona ISK India Indian Rupee INR Indonesia Rupiah IDR Iran Islamic Rep of Iranian Rial IRR Iraq Iraqi Dinar IQD Ireland Euro EUR Isle of Man Pound Sterling GBP Israel New Israeli Sheqel ILS Italy Euro EUR Jamaica Jamaican Dollar JMD Saint Kitts amp Nevis Saint Lucia Saint Martin Saint Pierre amp Miquelon Saint Vincent amp the Grenadines Samoa San Marino Sao Tome amp Pincipe Saudi Arabia Senegal Serbia Seychelles Sierra Leone Singapore Slovakia Slovenia Solomon Islands Somalia South Africa Spain Sri Lanka Sudan Suriname Svalbard amp Jan Mayen Swaziland Seden Switzerland Syrian Arab Rep Taiwan Prov China Tajikistan Tanzania Un Rep of Thailand Timor Leste Togo Tokelau Tonga Trinidad amp Tobago Tunisia Turkey Turkmenistan Turks amp Caicos Is Tuvalu Uganda Ukraine United Arab Emirates United Kingdom 139 East Caribbean Dollar XCD East Caribbean Dollar XCD Euro Euro EUR EUR East Caribbean Dollar XCD Tala Euro Dobra Saudi Riyal CFA Franc BCEAO Serbian Dinar Seychelles Rupee Leone Singapore Dollar Euro Euro Solomon 15 Dollar Somali Shilling Hand Euro Sri Lanka Rupee Sudanese Pound Surinam Dollar Norwegian Krone Lilangeni Swedish Krona Swiss Franc Syrian Poun
44. I C etc 02 03 etc CAD USD etc I C etc 2012 ELM Computer Systems Inc 144 AvanTax eFORMS 2011 Heading Description TEXTATTOP Optional text to print at top of slip EMAILADDRESS Recipient email address OKTOEMAILSLIP Permission granted to email slip COMPANY NAME1 Company associated with slip Type Size Comments amp Examples Text 15 Text 255 eForms Enterprise only Yes No eForms Enterprise only Text 30 eForms Enterprise only 2012 ELM Computer Systems Inc Appendices 145 13 4 3 RRSP Headings eForms Plus amp Enterprise Only Cell A1 import from Excel or the first data element import from CSV must contain RRSP Heading Description Type Size Comments amp Examples LASTNAME1 Contributor last name Text 20 Required FIRSTNAME1 Contributor first name Text 12 INITIAL 1 Contributor initial Text 1 LASTNAME2 Annuitant last name Text 20 FIRSTNAME2 Annuitant first name Text 12 INITIAL2 Annuitant initial Text 1 ADDRESS1 Address line 1 Text 30 ADDRESS2 Address line 2 Text 30 CITY City Text 28 PROV Province code Text 2 POSTAL Postal code including space Text 10 COUNTRY Country code Text 3 SIN1 Contributor Social Insurance Number Text 9 SIN2 Annuitant Social Insurance Number Text 9 SAMEINDIVIDUAL Select if contributor and annuitant are Yes No No same individual SLIPSTATUS Status of slip Text 1 O Original A Amended or C Cancelled YE
45. OPC PTI RTS SHS UNT WTS SECURITYQUANTITY Quantity of securities 10 digits 4 decimals SECURITYID Identification of securities Text 60 ISIN ISIN CUISP number Text 12 ISININDICATOR ISIN indicator Integer 1 1 The securities are not identified by a CUSIP or ISIN number 2 The number provided is a CUSIP number 3 The number provided is a 2012 ELM Computer Systems Inc 172 AvanTax eFORMS 2011 Heading Description Type Size Comments amp Examples ISIN number FACEAMOUNT Face amount dollars only Currency Dollars only no cents BOOKVALUE Cost or book value dollars only Currency Dollars only no cents PROCEEDSAMOUNT Proceeds of disposition or settlement Currency Dollars only no cents amount dollars only SETTLEMENTSECURITYCODE Type code of securities received on Text 3 BON BO1 DOB DO1 FUT settlement MET MFT MSC OPC PTI RTS SHS UNT WTS SETTLEMENTSECURITYQUANTITY Quantity of securities received on Decimal 10 digits 4 decimals settlement 14 SETTLEMENTSECURITYID Identification of securities received on Text 60 settlement SETTLEMENTISIN ISIN CUISP settlement number Text 12 SETTLEMENTISININDICATOR ISIN CUSIP settlement number indicator Integer 1 1 The securities are not identified by a CUSIP or ISIN number 2 The number provided is a CUSIP number 3 The number provided is a ISIN number EMAILADDRESS Recipient email address Text 255 eForms Enterprise only OKTOEMAILSLIP Permissio
46. OTHERSI OTHERDPSP BOARDSITE MEDTRAVEL LOANBENEFIT RESEARCH SCHOLARSHIP WAGELOSS DEATHBENEFIT MEDBENEFIT DISABILITY Description Recipient paid premiums for private health services plans 135 Labour adjustment benefits act and appropriation act 150 SUBP qualified under the Income Tax Act 152 Cash award or prize from payer 154 Bankruptcy settlement 156 Unregistered pension plan 109 Status Indian pension or superannuation 146 Lump sum pymt accrued to 12 31 71 110 Status Indian Lump sum payments 148 Lump sum payments RPP not eligible 108 Lump sum payments DPSP not eligible 180 Lump sum pymt non resident services 102 Lump sum pymt unreg d pension ben Lump sum pymt no trans 158 Instalment or annuity pymt under DPSP 115 IAAC annuity 111 Status Indian eligible retiring allowance 142 Status Indian non elig retiring allowance 143 Status Indian other income 144 Instalment annuity under revoked DPSP 115 Board and lodging at special work sites 124 Medical travel 116 Loan benefit under subsection 80 4 2 117 Research Grants 104 Scholarships fellowships or bursaries 105 Income from wage loss plans 107 Death benefits 106 Medical Premium benefit 118 Disability benefits 125 Type Size Comments amp Examples Currency Currency Currency Currency Currency Currency Currency Currency Curr
47. Q6CHARGEDYES Q6CHARGEDNO Q6INCLUDEDYES Q6INCLUDEDNO Q7YES Q7NO Q7TYPEOTHER Q8AYES Q8ANO Q8COMMISSION Q8TYPEOFSALES Q8BYES Q8BNO Q8CYES Q8CNO Q9AYES Q9ANO Q9BYES Q9BNO Q9CYES Q9CNO Q9DYES Q9DNO Q9EYES Description 5 Expense Type Line 1 Expense Amount Line 2 Expense Type Line 2 Expense Amount Line 3 Expense Type Line 3 Repayment received Yes Repayment received No Received on proof of payment Amount charged to employer Amount reported on T4 Expense type Proof Expense type Charged Expense type Reported on T4 Expense Proof T4 Yes Expense Proof T4 No Expense Charged T4 Yes Expense Charged T4 Yes Expense Included T4 Yes Expense Included T4 Yes 5 5 5 5 6 6 6 6 6 6 6 6 6 6 6 6 6 6 7 Other expenses Yes 7 Other expenses No 7 Other expense description 7 Commission Yes 7 Commission No 7 Commissions 7 Type of goods or contracts 7 Bus development acc t Yes 7 Bus development acc t No 7 Commission incl T4 Yes 7 Commission incl T4 No 9 Rent office Yes 9 Rent office No 9 Pay substitute Yes 9 Pay substitute No 9 Pay supplies Yes 9 Pay supplies No 9 Pay cell phone Yes 9 Pay cell phone No 9 Repay Yes
48. Quebec More Company Summary E mail Recipient Slips i Company Statistics Company Summary Reports Menu Lite amp Basic More Company Filing Status Company Statistics Reports Menu Plus Pa Reports Menu Enterprise NOTE Forms have been removed to show only functions unique to each eForms version The Reports Menu is used to prepare the various information slips for printing Clicking on a form will display all reports available for that form E Filing History Report Opens the Electronic Filing History Report 3 showing return types that have been electronically filed Validate Data Before Filing Federal Opens the Validation Report sito check CRA form data for errors Validate Data Before Filing Quebec Opens the Validation Report s to check form data for errors Company Summary Basic Plus amp Enterprise Validates data against the CRA schema prior to electronic filing Partnership Federal Plus amp Enterprise Prepare Federal Partnership forms for printing Partnership Quebec Plus amp Enterprise Prepare Quebec Partnership forms for printing E mail Recipient Slips Enterprise Email recipient copies to recipient s email address Company Filing Status Enterprise Opens the Filing Status window by which the filing status of information returns for any company can be reported More Select this item to display the Configure Database 507 dialogue which will enable you to en
49. Reports Edit List 80 Reports Slips 77 Reports Summary 81 Requesting New Features 12 Requirements 12 Restore Database 50 Reversing RL 1 Slip Adjustments 71 Reversing T4 Slip Adjustments 71 Review Summary Data 61 RL Slip Serial Numbers 74 RL 1 Slips Adjust Unadjust 61 RL 1 Adjusting 71 RL 1 Adjusting Reverse 71 RL 1 Adjustment Options 57 RL 1 Import File Header 155 RL 1 Reversing Adjustments 71 RL 15 Import File Header 183 RL 15 Partnership Form 93 RL 16 Import File Header 189 RL 17 Import File Header 192 RL 18 Import File Header 194 RL 2 Import File Header 180 RL 25 Import File Header 196 RL 3 Import File Header 167 RL 8 Import File Header 182 RRSP Import File Header 145 Security Data File 127 Select Company 42 Selecting a Company 55 Selecting a Slip 65 Selecting Companies for Reports 75 Serial Numbers Electronic Filing Quebec 103 Serial Numbers RL Slips 74 Setting Adjustment Options 57 Settings User 122 Setup 95 Setup Menu 37 Skip Data Entry Fields 123 Slip Information Global 110 Slip Add 65 Slip Data Entry 44 Slip Delete 42 65 2012 ELM Computer Systems Inc Index 203 Slip Find 42 Slip First 42 Slip Last 42 Slip New 42 Slip Next 42 Slip Number of 42 Slip Order 42 Slip Previous 42 Slip Revert 42 Slip Select 65 Slip Sort Order 65 Slips Create from Another Slip Type 120 Slips Printing 77 Slips Remove 118 Slow Printing 73
50. Revenue Agency www cra gc ca Contact Us Help Filing information returns electronically EEE Internet file transfer XML Forms and publications If you use payroll commercial or in house developed software to manage your business Online services you can submit files of up to 150 MB over the Internet using the Internet File Transfer ind application Use this method to file original or amended T1204 T215 T3 T4 T4A T4A A to Z index OAS T4A P T4A NR T4E T4RSP T4RIF T5 T5007 T5008 T5018 NR4 AGR 1 RRSP Site map Contribution Receipts Return SAFER or TSFA information return Individuals Enter Internet file transfer XML secure Web site Business Need to retrieve your Web access code Other groups Topics for Internet file transfer XML How to file using Internet File Transfer XML technical specifications Download the CRA Schema How to Amend Returns using Internet file Transfer XML If you need more information contact us Related topics Completing slips and summaries Filing due dates and penalties Balance due Date Modified 2011 01 10 Important Notices Top of Page http www cra arc gc ca esrvc srvce rf xml menu eng html Click the Enter Internet File Transfer XML Secure Web Site which will open the Disclaimer Internet File Transfer XML page You are encouraged to read all the terms and conditions on this page and you must click on
51. Select whether you wish the report to print in the Portrait or Landscape orientation Paper Size Select whether you wish the report to print on etter or legal sized paper Margins Select one of the following margin options Normal Top and Bottom 1 Left and Right 1 Narrow Top and Bottom 0 5 Left and Right 0 5 Moderate Top and Bottom 1 Left and Right 0 75 Wide Top and Bottom 1 Left and Right 2 PDF File Options Save PDF files eForms will always create a PDF file when printing forms The PDF file is deleted when the Print window is closed if the Save PDF file option is selected the PDF file will be saved This is a system wide setting the setting selected will be used by all users and for all reports For eForms Plus or Enterprise only the ADMIN user can change this option Note When using Adobe Reader to print PDF reports for submission you must turn off Adobe Reader s scaling options to ensure that the printed reports will meet CRA and MRQ requirements Failure to do so may result in your submission being unacceptable Scaling is not a concern when using the Quick Print button Save in client folders 2012 ELM Computer Systems Inc Producing Reports 77 8 2 4 8 3 This option is only available when the Group output by option has been set to Company Select this option if you wish PDF files to be saved in client folders The folder path is set in the company record If no folder has be
52. Selection 75 for details on selecting companies to include in this report Refer to the section Printing Options 77 for details on Quick Print Preview amp Print and other options Fields Select one of the two options listed below All include all the fields available on the slip report may print with a very small font to fit all data Selected print only those fields which you select Clear clears the current field selection Select Used Fields selects only the fields that contain data If you chose Selected click on the box beside each field you wish to include in the report Print Addresses Select whether or not to include recipient addresses in the report Print Inactive Slips Select whether or not to include inactive slips in the report eForms considers any slip having a 0 00 value as inactive 2012 ELM Computer Systems Inc Producing Reports 81 8 3 2 Summary To print the Summary Form to be sent with the slips to CRA select the appropriate type of summary from the list in the Reports menu and then choose the report from the list of available reports A dialog box will open which will allow you to select which Summary forms you wish to print and the number of copies you wish to print 43 Start Page 8S Print Summaries jou Select Sample Company Sample Company Current Company x User Defined Groups Save Exceptii Fi
53. Validation Report Only Close E Only process slips selected for special e iling on the Advanced tab Validation options The Validation Report report Federal shown as an example will be run automatically when you process returns for electronic filing or it can be run at any time by selecting Validate Data Before Filing from the Reports menu The CRA has strict filing requirements that must be met The validation procedure will identify any missing or invalid data and allow you opportunity to correct the data before transmitting it Select either the Federal or Quebec validation report as required the only difference being the forms referenced Refer to the section Company Selection 75 for details on selecting companies to include in this report Select the company or companies and the type of return s to be validated Select Validation report only to run the validation report on its own or select a filing method to both validate and create the electronic filing submission at the same time If the data fails the validation procedure the filing will be aborted See Electronic Filing Preparation 25 for further information regarding the settings in this window Once you click on Process the Validation Report will be generated Critical Errors lists missing or invalid data that will cause the data submission to be rejected by the CRA or Revenu Qu bec Warnings list data that should be corrected but which will not cause rejection of the submissio
54. additional cost Refer to the section Receiving Updates 2 for details on how to obtain updates to eForms Each update contains the full eForms installation package and is installed per the installation instructions 207 Existing data will not be overwritten we encourage you to have a reliable backup prior to installing updates and all user settings and authorization codes will be retained We strongly recommend that all users exit eForms prior to installing updates Failure to do so will almost certainly result in data corruption or loss NOTE If the existing installation is a Network Administrator Installation you will install the update to the server as a Network Administrator installation and all NETNODE installations will be automatically updated the next time they are started In some cases where significant program changes have been made it will be necessary to run NETNODE on all workstations you will be informed if this is required To confirm that the update has installed correctly click on the Help menu and select About A dialogue will be displayed showing the current version and its release date among other information The version information displayed should indicate the most recent installation After the update is completed you may be notified that the current database must be updated before it can be 2012 ELM Computer Systems Inc 24 AvanTax eFORMS 2011 used Check Database Structure g
55. adjustments for this company AvanTax eForms Plus amp Enterprise Only eForms Plus and Enterprise versions use an enhanced Adjustment Options screen which adds the following adjustment options Lock adjustment options for the current company When selected this option locks the adjustment options for the current company Adjustment options that have been locked for any company will not be modified when using the Global Changes Adjustment Options 1091 tool from the Tools 357 menu to change adjustment options for any companies the database Disable T4 RL 1 adjustments for the current company Disables T4 and RL 1 adjustments for the current company CPP QPP EI and PPIP QPIP values will not be adjusted for any company with this option selected when the Adjustment Report 82 is run Setting Adjustment Options The adjustment options for each company are stored with the company profile To change the adjustment options for the current company select Edit Company Information from the Company menu and then click the Adjustment Options page You can make changes to any of the options and also enter the S I N number of the individual designated to receive the transfer of over remittance of CPP EI Use the T4 Adjustment Defaults 122 page in the Setup 371 menu if you want to change the default adjustment options for all new companies These global default adjustment options will be applied to each company added to the eForms
56. are two adjustment options involving CPP 2012 ELM Computer Systems Inc Appendices 133 Adjust CPP if over maximum or under minimum Adjust over under paid CPP to tax based on number of pensionable weeks The first option provides only a rough adjustment It will either adjust CPP up to the minimum or down to the maximum If it falls in between these two it will not be changed This option was implemented for situations where it is not desirable to enter the number of pensionable weeks on each T4 slip Because the system does not have the number of weeks available to calculate prorated CPP exemptions if any it must assume that there is no exemption The calculated CPP may therefore be higher when this option is used The second option requires you to enter the number of pensionable weeks on each T4 slip defaulting to the value entered for this option Thus the program has enough information to calculate prorated exemptions and a more exact adjustment results 3 El insurable earnings is not printing even when have entered a value in Box 24 If the El insurable earnings is equal to gross pay or if it is equal to zero CRA Taxation asks that the El insurable earnings not be printed leaving Box 24 blank in such cases This is not a problem with eForms and we have checked with CRA Taxation to ensure that the system is functioning properly 4 1 have installed an update but the new features do not appear to be ava
57. because i The function is not supported by the installed eForms version ii The function is not required by the current form iii A database has not been opened or iv No data has been entered Forms Menu The Forms Menu will not be activated until a company has been entered using the Company menu 2012 ELM Computer Systems Inc 34 AvanTax eFORMS 2011 Forms Tools Setup Repori Forms Tools Setup Reports Electror Forms Tools Setup Reports T4 NR4 NR4 MA RRSP RRSP 15 k T4 T RL 3 T4A NR T4A NR More TAA P gt TAA P T4A RCA T4A RCA Forms Menu Lite TAPS PS T4RIF gt T4RIF T4RSP T4RSP 5 T5 T1204 T1204 2202 T2202A T5007 T5007 T5008 T5008 T5018 T5018 TFSA LI TFSA RL 1 RL 1 RL 2 RL 2 RL 3 RL 3 RL 8 RL 8 RL 11 4 RL 11 RL 17 RL 17 RL 18 RL 18 RL 25 RL 25 More Partnership Federal Partnership Quebec Forms Menu Basic More Electror Forms Tools Setup Reports Electror NR4 RRSP T4 T4A T4A NR 4 4 T4A RCA T4PS T4RIF 4 T4RSP 4 gt T5 T1204 2200 L 2202 T5007 4 T5008 T5018 TFSA RL 1 RL 2 RL 3 RL 8 RL 11 4 gt RL 17 gt
58. by entering the company name s in the COMPANY NAME 1 column to distinguish between the companies that each slip will be imported into Each sheet will be imported separately 2012 ELM Computer Systems Inc 112 AvanTax eFORMS 2011 2 Insert a new column as column A at the left of the sheet 3 Insert a new row as row 1 at the top of the sheet 4 Enter the appropriate key in cell A1 to designate the type of data being imported use of the same key in the other cells in column A is not required Refer to the appropriate section under Headings for Import Files 4 for the keys for each type of form 5 Complete the first row by adding the headings that eForms expects for the type of data being imported See the section Headings for Import Files 141 for the headings for each slip type Errors will result if headings are used that are not recognized by eForms Sample Excel import file templates can be found using the menu path TOOLS gt IMPORT DATA gt OPEN EXCEL TEMPLATES There is no need to include columns for every heading nor need they be in any specific order only include columns for which data exists that will be imported Additionally if you have a column of data in your spreadsheet that you do not wish to import you can force eForms to ignore it by using the NULL heading 6 Make sure that the data in each column matches the headings For example if the city and province were exported to a single column i
59. database To change the adjustment options for selected existing companies use the Adjustment Options option of the Global Changes 10 sub menu of the Tools 351 menu 2012 ELM Computer Systems Inc 58 AvanTax eFORMS 2011 3 2 2 5 3 2 3 Adjustment Options Canada amp Quebec Pension Plan Rates CPP QPP Contribution Rate 4 95 CPP QPP Maximum Employee Contribution 2 217 60 CPP QPP Maximum Pensionable Earnings 48 300 00 CPP QPP Basic Exemption 3 500 00 NOTE CPP QPP discrepancies are adjusted to and from tax deducted Option A is the default Option A Adjust CPP QPP if over maximum under minimum select only one of options A and B If this option is selected CPP QPP will be adjusted to fall within the range where the upper limit is the lesser of CPP QPP Pensionable Earnings x 4 95 OR 2 217 60 and the lower limit is the lesser of CPP QPP Pensionable Earnings 3 500 00 x 4 95 OR 2 217 60 CPP QPP deducted will not be adjusted if it falls between the upper and lower limits otherwise CPP QPP deducted will be reduced to the upper limit or increased to the lower limit as necessary NOTE This option ignores any potential reduction resulting from the annual CPP QPP basic exemption of 3 500 00 for use in situations where it is not desirable possible to use or enter the number of pensionable weeks on each T4 slip CPP QPP can be prorated by using the pensionable weeks opti
60. de l acquisition des donn es lectroniques for information on how to proceed Important The transmission of data whose combined file size is less than 150 MB may still encounter certain problems for which Revenu Qu bec is not responsible These problems may occur if the equipment you use performs poorly if you have a low capacity Internet connection or if you try to submit the data during the final hours before the deadline To send files online go to our website and click on the Online Services Forms and Publications tab followed by Services Under Tax Categories click Filing RL slips and select Internet Transmission of RL Slips then click on Access to service Complete the on screen form and click Continue Click Browse then select your file Before clicking Submit make sure that you have selected the correct file You will automatically receive an acknowledgement of receipt along with a reference number confirming that we have received your transmission We will mail you a validation report for the file once we finish processing your transmission You may also contact us to obtain the results of the validation 4 1 2 Electronic media Record only one file containing one type of RL slip and one type of package per electronic medium For example you would record file A containing original RL 1 slip data on one CD ROM file B containing original RL 2 slip data on another CD ROM and file C containing amended RL 1 slip data on a third C
61. e Press CTRL END f the cursor goes to any cell other than the final data cell there are empty row or columns that will be imported This can be resolved simply by selecting only the cells containing data copying them into a new Excel sheet and importing from the new sheet 11 When I run NETNODE EXE get a 2869 error This generally occurs on newer versions of Windows such as Vista and 7 and is a result of the enhanced security features of these versions To bypass these security restrictions you must 1 Right Click on the NETNODE EXE file 2 Select Run as Administrator from the pop out menu 3 Proceed with the installation as usual 12 When install or update eForms get a 2229 error This error message appears when the installation file is corrupt and is usually the result of an incomplete download being stored in your Internet browser s cache You can bypass this by downloading the eForms installation file from the alternate download link on our downloads page 13 When install or update eForms get a 2755 error This error message could appear when the installation file is located on a network drive and you are installing eForms either locally or to any network resource accessible to your computer To resolve this error copy the installation file to your local hard drive and install eForms from this copy 14 When enter the Business Number the Social Insurance Number or any other fixed length number I cannot
62. e your company s Web Access Code Notes on the Account Number and the Web Access Code e The Account Number and the Web Access Code are not interchangeable they are two different numbers of two different formats used in two different capacities Contact the CRA at 877 322 7849 if you have not received your Account Number or Web Access Code by the time you are ready to submit an electronic return e While the Account Number and Web Access Code are used to grant access to the Internet filing website they do not serve to identify the entity submitting the XML file identification information is contained within the XML file and is taken from the Electronic Filing Page 125 accessed through User Settings 139 under the Setup 37 menu Once the appropriate Account Number and Web Access Code have been entered and validated you will be taken 2012 ELM Computer Systems Inc 102 AvanTax eFORMS 2011 to the following webpage Canada Revenue Agence du revenu 79 Canada Canada Revenue Agency www cra gc ca Home j Contact Us Help Return to Filing Information Returns Electronically Step 2 Attaching your return Internet File Transfer XML In the space provided below enter the full name and path of the file in which your return is other types of saved Or click the Browse button to locate your file returns Need to retrieve Your electronic information return will be saved by your s
63. eFORMS 2011 Windows XP dependant upon the logon credentials were used for installation and on Windows Vista and Windows 7 because of UAC User Account Control To prevent either user credentials or UAC from interfering with the NETNODE installation follow these steps 1 Open the folder containing the eForms Network Administrator installation and right click on NETNODE EXE 2 From the menu choose the option to Run as administrator and supply the administrator password if requested 3 NETNODE installation will begin 9 eForms says that the database is the wrong type or format This indicates that eForms is attempting to open a file other than a eForms database use the steps below to resolve the problem 1 Open Windows Explorer by holding down the Windows Key while also pressing the letter E 2 Browse to the location of your eForms database 2011 database names will end with T11N 3 Double click on the database to start eForms and open the database 10 When importing from Excel get a message indicating that some data is invalid or some cells contain data in the wrong format There are typically two causes for this error 1 The data is actually invalid Review the data at the location indicated by the import for errors and correct as necessary 2 The Excel being imported contains empty cells To determine whether or not this is the case do the following e Open the Excel sheet e Select cell A1
64. earlier If the test fails you should confirm that the information entered is correct and that your network allows outgoing email from a non standard email client You may have to ask your IT department or ISP to grant eForms an exception in any applicable email delivery protocols 2012 ELM Computer Systems Inc 8 7 8 8 Producing Reports 87 Save Saves the settings for use by eForms Preview Use the Preview button to review the email before sending Send Use the Send button to send the email Depending on the number of recipients included and the size of the attachments the mailing process could take some time Company Summary The Company Summary is a listing of the companies in the current database with the number of active and inactive slips of each type Select Company Summary from the Reports menu to generate this report A dialog box will open which will allow you to select which companies to include and other options Start Page 8 Print Company Summary X _ 1 Select Clear All Sample Company Sample Company X User Defined Groups Save As Exception Filing Status 1 selected Fling Status _ _ Display and process in selection sequence Fields Options Y Al Company Name Sort companies As shown above Preview Pont Business No Selected Quebec Ent Number NEQ able Refresh Data Identification
65. enter all the digits This is usually caused by including the special formatting characters such as a space or hyphen as part of the number Excluding all characters but the actual numbers or letters should resolve the problem Other Problems a Miscellaneous data problems Run the Repair Database function found in the File menu on your data b Miscellaneous printing problems turn both the computer and the printer off wait a minute and turn them both on again check to see that a printer is connected to your computer and that the cables are snug 2012 ELM Computer Systems Inc Appendices 135 ensure that the most recent printer driver for your operating system has been installed printer drivers are generally available from the printer manufacturer s website c Miscellaneous installation problems ensure that no other software is running during installation of eForms such as anti virus software or programs that start with Windows restart your computer to eliminate any potential memory corruption issues 2012 ELM Computer Systems Inc 136 AvanTax eFORMS 2011 13 2 Reporting CPP QPP amp El Earnings Before 2011 Beginning January 1 2012 for the 2011 tax season the CRA has mandated that CPP QPP and El earnings must always be reported Prior to that time and for reference when preparing returns for 2010 and earlier the following rules were in effect CPP QPP Pensionable
66. information Box 1 Character Type Size Currency Currency Currency Currency Currency Currency Text 3 Text 10 Text 16 Text 15 Text 255 Yes No Text 30 Yes No Yes No Text 16 Numeric 9 Numeric 9 Numeric 9 Numeric 9 Currency Currency Currency Currency Currency Currency Currency Currency Currency Text 15 Text 7 Currency Text 20 Comments amp Examples eForms Enterprise only eForms Enterprise only eForms Enterprise only See Note 1 below See Note 1 below See Note 1 below See Note 1 below See Note 1 below See Note 1 below See Note 1 below See Note 1 below See Note 1 below 2012 ELM Computer Systems Inc Appendices 169 Heading XBOX02 XAMT02 XTXT02 XBOX03 XTXTOS3 XBOX04 XAMT04 XTXT04 Description data Additional Information Box 2 number Additional information Box 2 data Additional information Box 2 data Additional Information Box 3 number Additional information Box 3 data Additional information Box 3 data Additional Information Box 4 number Additional information Box 4 data Additional information Box 4 data Box Currency Character Box Currency Character Box Currency Character Type Size Comments amp Examples Text 7 Currency Text 20 Text 7 Currency Text 20 Text 7 Currency Text 20 Note 1 These fields will be ignored by the import u
67. install AvanTax eForms to a Terminal Server environment Network Administrator Installation Select Network Administrator from the Select Install Type window if you will install eForms on a network drive for subsequent distribution to each workstation At each workstation you will be required to run NETNODE EXE from the installation folder on the network to copy the files needed to run eForms onto the workstation This is the best option to choose if many people will be using eForms on computers connected by a network NOTE Do not use the Network Administrator Installation to install AvanTax eForms to a Terminal Server environment Important Note for Network Administrator Installation 2012 ELM Computer Systems Inc 22 AvanTax eFORMS 2011 To prevent User Account Control UAC a security feature of Windows Vista and Windows 7 from preventing the NETNODE EXE installation you may need to follow these steps 1 Right click on NETNODE EXE do not double left click 2 From the menu choose the option to Run as administrator 2 Click on Yes if a UAC prompt is displayed 3 NETNODE installation will begin Select Installation Folder Enter the destination folder in the Folder field this is the folder to which eForms will be installed it should be a location that is always available You have the option to choose if the current user or all users of this computer will have access to the eForms installation It is rec
68. name This indicates that the user database file is likely damaged You can delete the files USERSETTINGS MDB and USERSETTINGS BK where represents a number from 1 to 9 you will then need to set up the user names again If you have a large number of users you may wish to attempt repairing the USERSETTINGS MDB database To do this 1 Rename USERSETTINGS MDB 2 Start eForms 3 Select Repair Database from the Tools menu 4 Select the renamed file 5 Once it has been repaired rename it to USERSETTINGS MDB 7 get the message The OLE system files are in use and cannot be updated This installation must restart Windows to update OLE before it can continue Press Yes to restart Windows and continue the installation or press No to exit the installation when installing the program This message is typically displayed when you are installing to a network directory on a Novell network although similar messages may be displayed if you are installing to other network operating systems and you do not have sufficient rights to modify the contents of the network directory To resolve the problem log on to the network as an administrator and run the installation program again 8 Network Administrator Installation and or NETNODE installation don t appear to be working properly After a Network Administrator Installation you may encounter unexpected errors or erratic performance on 2012 ELM Computer Systems Inc 134 AvanTax
69. need to obtain the following information from your IT department or your Internet Service Provider ISP SMTP Mail Server Enter the name of your SMTP outgoing mail server here Port Number This is the port that your computer uses for outgoing email Typically it will be 25 but your IT department or ISP may have configured outgoing email differently Server Timeout The number of seconds that will pass before eForms stops trying to connect with the SMTP server SSL Encryption This toggles SSL encryption of the logon information on or off Using this option will not encrypt your email only the account name and password will be encrypted This option can only be used if your SMTP server requires SSL encryption User Name The logon name for your SMTP mail server In most cases this will not be your email address Password The password for your SMTP mail server This is case sensitive Remember Password Checking this box allows eForms to remember the SMTP account password and lets you avoid re entering it each time you email slips If eForms is running on an insecure system or in a publicly accessible area we recommend that you do not set eForms to remember the password Reply Email Enter the name of the email address to which delivery notifications or any recipient response will be sent Test Settings Use the Test Settings button to test the email configuration you ve entered A test email will be sent to the reply address entered
70. of premiums 18 Refund of excess contributions 20 Commutation payments 22 LLP withdrawal 25 Amounts received at deregistration 26 Other income or deductions 28 Income tax deducted 30 Amounts received at death 34 HBP withdrawal 27 Transfer on breakdown of marriage 35 Tax paid amount 40 Optional text to print at top of slip Recipient email address Permission granted to email slip Company associated with slip Type Size Comments amp Examples Text 30 Text 12 Text 1 Text 30 Text 30 Text 28 Text 2 Text 10 Text 3 CAN USA etc Text 1 O Original A Amended or C Cancelled Integer 4 2011 Text 15 Text 15 Yes No Yes No Text 12 Currency Required Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Text 15 Text 255 Yes No Text 30 2012 ELM Computer Systems Inc eForms Enterprise only eForms Enterprise only eForms Enterprise only Appendices 167 13 4 15 T5 amp RL 3 Headings eForms Plus amp Enterprise Only Cell A1 import from Excel or the first data element import from CSV must contain T5 RL data is imported with T5 data see bottom of this table 1681 for RL 3 specific fields Heading Description Type Size Comments amp Examples NAME1 Recipient name line 1 type 3 4 amp 5 Text 30 Required type 3 4 8 5 NAME2 Recipient name line 2 type 3 4 amp 5 Text
71. to be included by clicking on the checkbox beside the return type Note With eForms Basic you may only select one Return Type at a time to file electronically Submissions of multiple return types are enabled only with eForms Plus and Enterprise Step 3 Check Setup Options Transmitter Setup Pressing this button will allow you access to the information stored on the Electronic 951 page of the User 2012 ELM Computer Systems Inc 96 AvanTax eFORMS 2011 Settings submenu of Setup s menu You can add missing information or edit existing data Clicking on the OK button will return you to the electronic filing dialog box Set Output Folder Use this option to customize the destination where eForms will save the XML output for this report Step 4 Filing Options Select the Method of Submission Choose the media by which the return s will be submitted to the CRA Note eForms Basic allows only the Internet as a destination for electronic filing eForms Plus and Enterprise allow CD DVD or Diskette as well e Internet data will be validated for consistency with CRA and MRQ requirements and if no errors are found a file will be created on your hard drive see the sections on Internet Filing to CRA 109 and Internet Filing to Revenu Qu bec 104 for details e CD DVD or Diskette the XML file will be created on your hard drive which you may then copy to CD DVD or diskette See the section on CD or DVD Fili
72. will 2012 ELM Computer Systems Inc 80 AvanTax eFORMS 2011 8 3 1 move the print to the right horizontally or down vertically Negative numbers will move the print to the left horizontally or up vertically Go to Output Folder Pressing this button will open the folder where the PDF files will be stored Advanced Use this button to set advanced print settings Edit List A complete edit listing of all the slips can be produced for all types of slips To generate this report choose the type of slip from the Reports menu and then select the corresponding Edit List from the list of available reports A dialog box will open which will allow you to select the companies to print an Edit List Report for Start Page gt Edit List X Companies 8 Demo Coma 7 Demo Company Display and process selection sequence 1 selected Fields Options Sa Print n Name Sort slips by Name Z faves d Selected Year E Layout Table X Refresh Data Pensionable weeks E ear 10 Province employ Orientation Landscape m i 12 S 1 N Select Used 14 Income Paper Size Legal Gose Fields 16 CPP 17 QPP Margins Narrow VA 18 El Top 5 Left 5 Bottom 5 Right 5 20 RPP contributions 22 Income tax Print addresses No 24 El eamings 26 CPP eamings Print inactive slips No gt Refer to the section Company
73. will be displayed New Database Creates a new eForms database Close Database Closes the currently open database Convert a 2010 Database Opens the database conversion tool to convert a 2010 database Configure Database Opens the Configure Database s dialogue and allows the user de select the returns to be included in the current database deselecting unused returns can speed up various file operations Backup and Restore Opens a sub menu by which a database may be either backed up or restored Repair Database Checks currently open database and repairs any damage Check Data Integrity Checks integrity of currently open database Check Data Integrity of Relev 1s Checks integrity of Relev 1 data in currently open database Repair User Database Checks database storing user information user name session status amp etc and repairs any damage Event Viewer Enterprise Allows the system administrator to view data events of the system Print This Form CTRL P Sends currently open form to the default printer Exit Closes all open forms and dialogues and exit eForms The names of the most recently used databases appear at the bottom of the File menu The name of the current database appears beside eForms 2011 in eForms title bar Once eForms as been used to access one or more databases a list of recently used databases will appear below the Exit menu item Items that are greyed out are not availab
74. within eForms The Data File Security option in eForms Plus and Enterprise can restrict access to any database to selected users When the Restrict access to the current database option has been selected only users with a check beside their name will be able to access the current open database Use the ADMIN user account to set access restrictions for any database regardless of ownership The owner of a database typically its creator has the ability to set access restrictions for that database The ownership of any database can be changed to enable any other user the ability to set access restrictions 12 4 Contribution Rates and Constants Start Page Constants X The following rates and constants are in effectfor all users of AvanTax eForms Canada Pension Plan Quebec Parental Insurance Plan CPP contribution rate QPIP maximum insurable eamings 64 000 00 CPP QPP max pensionable eamings 4830000 QPIP maximum employee premium 343 68 5 basic exemption 3 500 00 5 QPIP employee premium rate 0 537 CPP maximum employee contribution 2 217 60 5 QPIP employer premium rate 0 752 x QPP contribution rate 4 95 QPP maximum employee contribution 2 217 60 Taxable Dividends T5 and T4PS gross up Non eligible 1 25 Fee T5 and TAPS dividend tax credit Non eligible 0 133333 El maximum insurable eamings 44
75. you have entered your authorization code you can then click on the OK button on the registration screen to begin using eForms 2012 ELM Computer Systems Inc Getting Started 29 05 Registering AvanTax eForms Saks To register this program enter the unique authorization code issued to you by ELM Computer Systems Until the program is registered all printed forms will be marked VOID some features will be unavailable An authorization code will be supplied immediately when you order online For mail orders the authorization code will be sent with your order If you have placed your order but have not yet received your authorization code you may request it by fax or e mail only PLEASE QUOTE YOUR CLIENT NUMBER We regret that we are unable to handle telephone requests for authorization Enter your 9 character authorization code and click Start or Lookup your leave this box blank to use AvanTax eForms for evaluation authorization Ext Start a eForms can be used as a demo by clicking on the OK button without entering an authorization code You will not be able to produce a return import data or perform other advanced options until an authorization code has been entered but all other aspect of eForms will function normally Registered users can see all authorization codes issued to their client number for the current and previous program releases by
76. your problem We may not be able to resolve a problem if we are not able to work on a copy of the database in question To send us a copy of your database select Send E mail to Technical Support from the Help 4 menu your default email program will start and the database can be added to your email message as an attachment The current eForms database is displayed on the Start Page and can also be displayed using the About eForms or Diagnostics options of the 417 menu Confidentiality Statement Under no circumstances will data submitted to ELM Computer Systems by its clients be used for any purpose other than the resolution of technical problems encountered during their use of eForms Data will neither be disseminated to third parties nor will it be used in any manner not immediately related to the resolution of these technical problems 2012 ELM Computer Systems Inc 1 4 1 5 Introduction 17 Send Error Log You can also send ELM an error log by selecting Send Error Log to Technical Support from the Help A log containing the details of any problems encountered during the use of eForms will be sent to our Technical Support staff for evaluation Contact English Language Technical Support English technical support is available by telephone Monday to Friday from 9am to 5pm ET and by email Monday to Friday from 9am to 8pm ET We also regularly check email on Saturdays and will respond to emergency situ
77. 011 12 2 Toolbar Icon Size Set to small medium large or very large as desired Colours Select a predefined colour scheme from the list a preview of the colour scheme will be displayed for your review Selecting CUSTOM allows you to select background and band colours by clicking on the appropriate boxes and selecting from the colours displayed User Administration eForms Plus amp Enterprise Only This feature is only available to the administrator logged in with the user name ADMIN The administrator is able to change the password for any user as well as deleting a user account altogether 44 Start Page 89 User Administration X List of user accounts ADMIN Selected user account MANUAL MANUAL Singh Add User Copy User Edit User Options Change Password Delete user account Add User Create an entry in the user database for a new user account The new user can log on to eForms their personal settings will be saved to the user database when they exit eForms The ADMIN user account is automatically created upon installation of eForms Plus or Enterprise it can neither be created nor deleted Copy User Copies all personal settings of an existing user to a new user account This is handy for network administrators to setup multiple user accounts with similar settings Edit User Options Turns on user settings mode for the selected user account In this mode the user s personal settings can be configured at wi
78. 1 Summary Line 95 Schedule 52 Summary Boxes 120 121 124 125 130 128 129 141 143 144 145 110 Schedule 125 Schedule 125 Line 9999 gt Schedule 1 Section A Summary Number of T5013 Slips Summary Number of T5013a Slips Summary Box 150 Number Units Acquired Summary Box 152 Total Cost Of Units T5013 Slip Summary Box 153 Limited Recourse Amounts Summary Box 154 At Risk Adjustment Summary Box 155 Other Indirect Reductions Schedule 50 Partner Id Fields Capital Account Fields Partner s Share 96 Schedule 19 Non Resident Partner Name Address Etc Schedule 12 Slip Identification Info Fiscal Period End Etc Slip Amounts Allocated On Basis Slip Non Monetary Values From Other Information T5013 Summary RL 15 eForms Plus amp Enterprise Only This section is in progress An updated version of the eForms manual will be released upon completion 2012 ELM Computer Systems Inc Part X Electronic Filing 95 10 10 1 Electronic Filing Electronic Filing Preparation NOTE During setup you should complete the Electronic Filing 125 of the User Setup Options submenu of the Setup menu if you plan to submit returns electronically Much of the information required by eForms for electronic file processing is contained there CRA permits electronic filing of the NR4 RRSP T1204 T3 T4 T4A TAA P T4A NR TARSP T4RIF T5 T5007 T5008 T5018 amp TFS
79. 10 COUNTRY Country in address Text 3 CAN USA etc YEAR Year of return Integer 4 2011 AMOUNTFORSTUDIES Amount for post secondary studies Currency TUITIONFEES Tuition or examination fees Currency DONATIONS Donations Currency SIN Social Insurance Number Text 9 STUDENTNUMBER Student number Text 15 REPORTCODE Status of slip Text 1 R Original A Amended or D Cancelled SERIAL Relev number of paper slip Numeric 9 SERIALORIGINAL Relev number of previously filed paper Numeric 9 slip user entered SERIALMM Relev number of XML slip Numeric 9 SERIALMMPREVIOUS number of previously filed XML Numeric 9 slip TEXTATTOP Optional text to print at top of slip Text 15 EMAILADDRESS OKTOEMAILSLIP COMPANY NAME1 Recipient email address Permission granted to email slip Company associated with slip Text 255 eForms Enterprise only Yes No eForms Enterprise only Text 30 eForms Enterprise only 2012 ELM Computer Systems Inc Appendices 183 13 4 25 RL 15 Headings eForms Plus amp Enterprise Only Cell A1 import from Excel or the first data element import from CSV must contain R15 NOTE The following boxes cannot be imported but are entered on the R15 Totals page of the TP 600 V form Box 14 Box 38 Box 39 Box 42 Box 70 Box 72 Box 73 Box 75 and Box 76 Heading LASTNAME FIRSTNAME APARTMENT STREETNO STREET CITY PROV POSTAL COUNTRY PARNTERID REPORTCODE PARTNERSSHARE U
80. 12 ELM Computer Systems Inc Using Tools to Manipulate Data 111 11 4 11 4 1 Refer to the section Company Selection 75 for details on selecting companies to be included in this process Use the Global Changes Slip Information tool to modify the taxation year and province of employment and or initialize data on slips of any return types that exist for any companies in the current database The return types to which the changes will be applied can be selected from Slips to be Changed The desired changes are entered as appropriate under Options Clicking on Apply will apply the changes to all selected companies Changes made using this tool can not be undone Options only a single option can be selected at a time Change tax year to The year on all selected slips will be changed to the year indicated when this box is checked Change T4 province of employment to The province of employment on all selected slips will be changed to the province of employment indicated when this box is checked Initialize slips zero amounts remove Amended etc Check this box to initialize all selected slips to contain only name and address information Fix El insurable earnings on T4s Set El insurable earnings to the lesser of Employment Income Box 14 and Maximum EI Earnings 786 76 on all selected T4s NOTE El insurable earnings will be overwritten on all selected T4s that are not El exempt Fix CPP QPP pensionable e
81. 15 35 00 White 2 part perforated letter paper 500 sheets CRA slips T4 4 T4A NR NR4 T2202A White 3 part perforated legal paper 500 sheets CRA slips T5 T4PS T4RIF T4RSP T5007 T5008 INVENTORY CLEARANCE Save 20 00 per package Pink 3 part perforated letter paper 500 sheets optional for 3 part slips 35 00 Blue 3 part perforated letter paper 500 sheets optional for 3 part slips 35 00 Yellow 3 part perforated letter paper 500 sheets optional for 3 part slips 35 00 Plain pink letter paper 500 sheets optional for summaries 15 00 Plain blue letter paper 500 sheets optional for summaries 15 00 T4 window envelopes 5 75 x 9 in pkg of 100 CRA slips T4 T4A T4A NR NR4 T2202A 16 00 Printed user manual PDF version of the manual is included with the software 25 00 Shipping Options 1 Check HERE to request the Early Shipping Option see note below 1 I will download the software from the internet FREE 0 00 2 Ship supplies only and I ll download the software from the internet 20 00 3 Ship the first release by courier and I ll download any updates 4 Ship the first release by courier and ship any updates by Canada Post 50 00 Select one Add an additional 3 50 for each package of paper or envelopes over four packages Payment Options 1 Cheque enclosed Visa 1 MasterCard Amex Credit card number Expiry
82. 2 in 2007 In 2011 T4 TimeSaver was rebranded to AvanTax eForms to better reflect its multiple forms capability If you have need of one of our older versions all eForms T4 TimeSaver releases from 1997 onward are available from the downloads page on our website www AvanTax ca eForms The AvanTax eForms development team is committed to providing software for producing Canadian information returns that is superior to any other system With that in mind this version of eForms has been designed from the ground up to provide a solid foundation for ongoing product development and simplify the addition of new product features New features in the 2011 version of eForms include e Updated to support both French and English e New forms added RRSP T5008 TFSA amp RL 18 e New Start Page to give better access to frequently used functions eForms can be used to prepare returns for the following information slips Canada Revenue Agency CRA NR4 RRSP T1204 T3 T4 T4PS T4RIF T4RSP T4A T4A NR 4 T5 T5007 T5008 T5013 T5018 T2200 amp T2202A Revenu Qu bec MRQ RL 1 RL 2 RL 3 RL 8 RL 15 RL 16 RL 17 RL 18 amp RL 25 The selection of forms that are available depends on the version of AvanTax eForms installed eForms Lite T4 TAA T5 RL 1 amp RL 3 eForms Basic NR4 RRSP T1204 T4 TAPS TARIF TARSP T4A T4A NR T4A RCA T5 T5007 T5008 T5013 T2200 T2202A TFSA RL 1 RL 2 RL 3 RL 8 RL 17 RL 18 a
83. 2 ELM Computer Systems Inc 68 AvanTax eFORMS 2011 6 6 1 When the edit list or detailed adjustment report is printed or displayed there will be an asterisk beside any invalid S I N values Status of Slip Most Forms Select O for original default value A for amended or C for cancelled This will cause the slip to be labeled appropriately as required by CRA It will also cause the slip to be included or excluded appropriately whenever the Amended only or Originals only options are chosen Optional Text to Print at Top of Slip Information entered here to a maximum of 15 characters will be printed at the top of the slip Go To Summary Button Click on this button to display the T4 Summary for the current employer The data entry screen for the current slip will remain available via a tab beneath the toolbar Advanced Tab eForms Enterprise Only Refer to the Advanced Tab page for information on using the Advanced tab Advanced Tab AvanTax eForms Enterprise Only 2 Advanced Information slips can be distributed electronically for example by e mail if you have received the employee s consent in writing or electronic format Email address Recipient consents to receive electronic copy of slip Filename of slip pdf file Email delivery status Special electronic filing Check to select this slip for special electronic filing In eForms Enterprise you will
84. 20 EMPCODE Employment code 29 Text 2 CPPWEEKS Weeks eligible for CPP Numeric 4 52 00 52 5 etc SLIPSTATUS Status of slip Text 1 O Original A Amended or C Cancelled R A or D will appear on RL 1s as necessary TAXYEAR Taxation year Integer 4 2011 INCOME Employment income 14 Currency CPP CPP contributions 16 Currency QPP QPP contributions 17 B Currency EI El premiums 18 C Currency RPP Reg Pension plan contr 20 Currency TAX Federal income tax deducted 22 Currency EIEARN El insurable earnings 24 Currency EIEARN amp CPPEARN will CPPEARN CPP pensionable earnings 26 Currency default to 0 00 if no data is imported marked as overridden fields on the T4 and will not be recalculated as Box 14 is modified CPPEXEMPT CPP exempt 28 Yes No EIEXEMPT El exempt 28 Yes No 2012 ELM Computer Systems Inc 156 AvanTax eFORMS 2011 Heading PPIPEXEMPT NOCPPADJUST NOEIADJUST NOPPIPADJUST UNION CHARITABLE PENSIONNO PENSION PPIP PPIPEARN OTHERCODE1 OTHERAMT1 OTHERCODE2 OTHERAMT2 OTHERCODE3 OTHERCODE4 OTHERAMT4 OTHERCODE5 OTHERAMT5 OTHERCODE6 OTHERAMT6 NETPAYOTHER TEXTATTOP EMAILADDRESS OKTOEMAILSLIP COMPANY NAME1 Description PPIP exempt 28 Do not adjust CPP Do not adjust El Do not adjust PPIP Union dues 44 Charitable donations 46 RPP DPSP number 50 Pension adjustment 52 PPIP premiums 55 H PPIP earnings 56 1 Ot
85. 20000 T5 and T4PS gross up Eligible 141 El maximum employee premium 66 lt T5 and dividend tax credit Eligible 0 164354 El premium rate 178 El max employee premium Quebec 623 22 5 141 x RL 3 gross up Ordinary 125 RL 3 dividend tax credit Ordinary 0 1 RL 3 gross up Eligible 14 RL 3 dividend tax credit Eligible 0 16779 Cancel Defauts eForms comes set with the rates and constants set by legislation for 2011 Using this utility the rates and constants as required to enable preparation of returns using 2012 rates and constants when eForms 2012 is not yet available ie To submit returns after a business closing midway through 2012 Click the Defaults button to return all rates and constants to their 2011 legislated values Rates and Constants for 2011 are listed in the Adjustment Options 5 section 2012 ELM Computer Systems Inc 128 AvanTax eFORMS 2011 12 5 12 6 File Locations This function displays a list of the folders used to store the files used by eForms The administrator of the Plus and Enterprise versions logged in as ADMIN has the ability to allow users to set their own default data PDF reports and or XML filing folders or require them to be located in a predetermined location Removing the check mark in front of one of these options will cause that type of file location to be set only by the administrator it would be grayed out t
86. 2012 ELM Computer Systems Inc 8 4 Producing Reports 83 See Adjusting 45 57 for further information about the adjustment options The adjusted values will appear in the Adjusted column on the T4 and or RL 1 slips when you view them and be printed on the T4 and or RL 1 slips when they are printed Undo Adjustments Select Undo Adjustments to remove the adjustment information from the T4 and or RL 1 slips and revert them back to the originally entered values Refresh Data Use this button to update any company data that may have changed since the Print Adjustment Report window was opened Refer to the following topics for detailed information on how each adjustment option affects entered data CPP QPP Adjustment Options 581 e El Adjustment Options 581 PPIP QPIP Adjustment Options 591 e Transfer Over Remittance 591 E Filing History Report The Electronic Filing History Report enables you to produce reports indicating slip types that have been submitted to CRA or MRQ electronically and submission dates Start Page Vta E Filing History X Companies DEMO DEMO La NNI Select Selected Companies M Filing Status Gearan User Defined Groups _ SaveAs Exception Display and process selection sequence 1 selected lt cless Retums to be Included Dates to be Included Preview Print Select 7 T4 5 Er EE 22222 V 7
87. 5 3 2 4 5 3 2 5 5 3 2 6 Option F Adjust insurable earnings based on El premiums select only one of options E and F This option assumes the entered amount for El deducted is correct When this option is selected El insurable earnings will be calculated as the minimum of El Deducted 1 78 1 41 in Qu bec OR 44 200 00 OR Employment income PPIP QPIP Adjustment Options Quebec Provincial Parental Insurance Plan Rates QPIP PPIP Maximum Insurable Earnings 64 000 00 QPIP PPIP Maximum Employee Premium 343 68 QPIP PPIP Employee Premium Rate 0 537 QPIP PPIP Employer Premium Rate 0 752 NOTE PPIP QPIP discrepancies are adjusted to and from tax deducted Option G Adjust QPIP PPIP premiums if over annual maximum select alone or with option or 1 If this option is selected the QPIP PPIP will only be adjusted if it is greater than 343 68 calculated as 64 000 00 x 0 537 Option Adjust QPIP PPIP premiums based on Insurable Earnings select only one of options and 1 If this option is selected the EI will be calculated as QPIP PPIP Insurable Earnings x 0 53796 Gross Pay will be used If QPIP PPIP Insurable Earnings have not been entered Option I Adjust insurable earnings based on QPIP PPIP deducted select only one of options and 1 This option assumes the entered amount for QPIP PPIP deducted is correct When this option is selected QPIP PPIP insurable earnings will be calcula
88. 66_ 61 Assistance box 61 Currency BOX66 62 Assistance box 62 Currency BOX66 63 Assistance box 63 Currency BOX66 64 Assistance box 64 Currency BOX71 Eligible amount Currency BOX74 Percentage interest tax credit Numeric 4 decimals The XBOX fields below represent the box number of the 28 generic information boxes on the R15 XBOX01 Box number Text 7 XBOX02 Box number Text 7 XBOX03 Box number Text 7 XBOX04 Box number Text 7 XBOX05 Box number Text 7 XBOX06 Box number Text 7 XBOX07 Box number Text 7 2012 ELM Computer Systems Inc 186 AvanTax eFORMS 2011 Heading Description Type Size Comments amp Examples XBOX08 Box number Text 7 XBOX09 Box number Text 7 XBOX10 Box number Text 7 XBOX11 Box number Text 7 XBOX12 Box number Text 7 XBOX13 Box number Text 7 XBOX14 Box number Text 7 XBOX15 Box number Text 7 XBOX16 Box number Text 7 XBOX17 Box number Text 7 XBOX18 Box number Text 7 XBOX19 Box number Text 7 XBOX20 Box number Text 7 XBOX21 Box number Text 7 XBOX22 Box number Text 7 XBOX23 Box number Text 7 XBOX24 Box number Text 7 XBOX25 Box number Text 7 XBOX26 Box number Text 7 XBOX27 Box number Text 7 XBOX28 Box number Text 7 The XTXT fields below represent the text portion of the 28 generic information boxes on the R15 XTXTO01 Other information Text 20 XTXT02 Other information Text 20 Other information Text 20 XTXT04 Other information Text 20 5 Ot
89. A returns included with eForms MRQ permits electronic filing of all RL returns included in eForms To access electronic filing you can either select the Electronic Filing menu or choose Electronic Filing from the appropriate slip listed under the Reports menu Gd Start Page 48 T4 ug Electronic Filing d Company v DEMO DEMO PETER Select Current Company Filing Status User Defined Groups E Display and process in selection sequence 1 selected lt Less SepZSeedReumsiFie Step3 CheckSetup Opions Validation Options 7 NR4 E T1204 Critical error report 7 RRSP 7 T5007 Show only the first 20 critical emor messages VR T5008 F Show XML schem 7 T5018 Set Output Folder T4ANR TFSA Wamings report T4RIF V Show validation wamings report d Show only the first 20 waming messages cedar MB J REESE Retesh Data Select status of sips to be Original x Validation Report Only Validation options Step 1 Select Companies to File Refer to the section Company Selection 75 for details on selecting companies to include in this report Note eForms Lite and Basic can select one Company at a time to file electronically eForms Plus and Enterprise can select multiple companies Step 2 Return types You can select the returns
90. AR Year of contribution Integer 4 2011 PLANNUMBER RRSP specimen plan number Text 20 CONTRACTNUMBER Contract number Text 12 CONTRIBUTORID PRIORAMOUNT CURRENTAMOUNT EMAILADDRESS OKTOEMAILSLIP COMPANY NAME1 Contributor indicator Amount from prior year Amount from current year Recipient email address Permission granted to email slip Company associated with slip Integer 1 1 Partner has never contributed 2 Partner has contributed Currency Currency Text 255 eForms Enterprise only Yes No eForms Enterprise only Text 30 eForms Enterprise only 2012 ELM Computer Systems Inc 146 AvanTax eFORMS 2011 13 4 4 T1204 Headings eForms Plus amp Enterprise Only Cell A1 import from Excel or the first data element import from CSV must contain T1204 Heading Description Type Size Comments amp Examples NAME 1 Recipient name line 1 Text 30 Required NAME2 Recipient name line 2 Text 12 ADDRESS1 Address line 1 Text 30 ADDRESS2 Address line 2 Text 30 CITY City Text 28 POSTAL Postal code including space Text 10 PROV Province code Text 2 COUNTRY Country in address Text 3 CAN USA etc YEAR Year Integer 4 RECTYPE Recipient type 23 Text 1 1 Sole prop 3 Corporation 4 Partnership SERVICEPAYMENTS Service payments 82 Currency MIXEDPAYMENTS Mixed services payments 84 Currency SIN Social insurance number 12 Text 9 BN Business number 61 Text 15 PARTNERSHIP
91. ASTNAME Recipient last name type 1 Text 30 Required type 1 FIRSTNAME Recipient first name type 1 Text 12 INITIAL Recipient initial type 1 Text 1 NAME Recipient name type 3 4 amp 5 Text 30 Required type 3 4 8 5 ADDRESS1 Address line 1 Text 30 ADDRESS2 Address line 2 Text 30 CITY City Text 28 PROV Province code Text 2 POSTAL Postal code including space Text 10 COUNTRY Country Text 3 USA YEAR Taxation Year Integer 4 2011 RECTYPE Recipient Code 11 Text 1 1 Individual 2 Corporation 3 Other eg assoc amp trust 4 Gov t amp etc SLIPSTATUS Status of slip Text 1 O Original A Amended or C Cancelled BN Business Number 13 Text 15 INCOME Income 18 Currency TRAVEL Travel 20 Currency TAX Income tax deducted 22 Currency REDUCTION Reduction authorized 23 Text 1 1 SERVICESCITY City where services rendered Text 32 SERVICESPROV Province where services rendered Text 2 DAYSINCANADA Number of days recipient was in Canada Integer Max of 366 FOREIGNSIN Foreign Social security number 14 Text 20 SIN Canadian social insurance number 12 Text 9 PROFNAME Professional name 16 Text 30 INDUSTRYCLASSCODE Non resident s service industry Text 4 COUNTRYRES Country of Residence Text 3 USA TEXTATTOP Optional text to print at top of slip Text 15 EMAILADDRESS OKTOEMAILSLIP COMPANY NAME1 Recipient email address Permission granted to email slip Company associated with slip Text 255 eForms Ente
92. Additional information Box 1 Character Text 20 data XBOX02 Additional Information Box 2 Box Text 7 number XAMTO2 Additional information Box 2 Currency Currency data XTXT02 Additional information Box 2 Character Text 20 data 2012 ELM Computer Systems Inc Appendices 191 Heading XBOX03 XTXT03 XBOX04 XAMT04 XTXT04 Description Additional Information Box 3 Box number Additional information Box 3 Currency data Additional information Box 3 Character data Additional Information Box 4 Box number Additional information Box 4 Currency data Additional information Box 4 Character data Type Size Comments Examples and defaults Text 7 Currency Text 20 Text 7 Currency Text 20 2012 ELM Computer Systems Inc 192 AvanTax eFORMS 2011 13 4 27 RL 17 Headings eForms Plus amp Enterprise Only Cell A1 import from Excel or the first data element import from CSV must contain R17 Heading LASTNAME1 FIRSTNAME1 INITIAL 1 ADDRESS1 ADDRESS2 CITY PROV POSTAL COUNTRY YEAR SIN REFERENCENUMBER DEDUCTION INCOMEYEAR INCOMESTAY ALLOWANCEYEAR ALLOWANCESTAY DAYSOUTSIDE PERIODSOUTSIDE DATEDEPARTURE DATERETURN FOREIGNCOUNTRY SLIPSTATUS SERIAL SERIALORIGINAL SERIALMM SERIALMMPREVIOUS TEXTATTOP EMAILADDRESS Description First recipient last name First recipient first name Firs
93. AvanTax eFORMS 2011 Help amp User s Guide me TIMESAVER A ANTAX eFORMS 2012 ELM Computer Systems Inc AvanTax eFORMS 2011 AYANTAX eFORMS 2 24 2012 2012 ELM Computer Systems Inc rights reserved AvanTax eFORMS 2011 Table of Contents Part a 5 ON Part Il Part Ill a 5 OND Foreword 9 Introduction 11 About AvanTax eForrms iiec a wee nae ee ee eee 11 Requesting System Enhancements csscsscessseseeeseeseneseeeseesseeseessesseneseeseneseesseessesseesseeseneeeesneesseeseensensenesensenes 12 System Requirements 12 AvanTax eForris Versions eseiiieiiiuec ii ries iesu c cer ce ananasas ca a Rs Ra aaa psa ra aka RR ENDE 13 AvanTax eForms Version Comparison 14 AvanTtax eForms OrderFOrm 5 bets end eee rep uh E Sore S o e Sele 15 About ELM Computer Systems 16 Technical SUpport D 16 License Agreement eeeeeeeeeeeiee eese seen enne nnn nn ann nenna nnmnnn nnmnnn nnmnnn nnmnnn nennen nnnm 17 Warranty 17 Installing AvanTax eForms 20 Installing Program 23 Receivin
94. CRA or Revenu Qu bec Scaling is not a concern when using the Quick Print button to send reports directly to your printer as this will use eForms internal printing functions rather than Adobe Reader Follow these steps to turn off scaling in Adobe Reader 1 Click on the File menu in Adobe Reader 2 Click on the Print option 3 About 2 3 of the way down there is an option referring to page scaling ensure that this option is set to None 4 Data should now fit in the appropriate fields throughout the form Paper Requirements The table below lists the papers that are available for purchase and the slips for which they are to be used Paper Description Usage in eForms UsageineForms o White 3 part perforated letter slips except NR4 T4A NR and T5013 all MRQ slips except White 2 part perforated letter RA slips T4 TAA T4A NR NR4 8 T2202A White 3 part perforated legal RA slips T3 T5 T4PS T4RIF T4RSP T5007 amp T5008 Pink 3 part perforated letter Optional for 3 part slips Blue 3 part perforated letter Optional for 3 part slips 2012 ELM Computer Systems Inc 74 AvanTax eFORMS 2011 8 1 3 ellow 3 part perforated letter Optional for 3 part slips Plain blue letter Plain pink letter pu X 9 window envelopes RA slips 4 T4A NR amp T2202A Using Serial Relev Numbers on RL Slips Serial number Relev numbers printed on RL 1 RL 2 RL 3 RL 17 and RL 25
95. Changes 11 3 1 Adjustment Options Start Page Global Adjustment Options Companies V Sample Company Sample Company Display and process in selection sequence CPP QPP Adjustment Options Change these settings Adjust if over maximum under required minimum Adjust based on number of pensionable weeks Maximum number of pensionable weeks El Adjustment Options Change these settings Adjust El premiums if over annual maximum Adjust El premiums based on insurable eamings Adjust El insurable eamings based on El premiums PPIP Adjustment Options Change these settings Adjust PPIP premiums if over annual maximum Adjust PPIP premiums based on insurable eamings Adjust PPIP insurable eamings based on PPIP premiums X Select Current Company x Ceara User Defined Groups Save Rename List Save As Delete Exception Transfer Over Remittance Maintain the net pay of the owner shareholder by increasing the gross pay by the amount added to the tax Other Options _ Change these settings Adjust CPP EI PPIP differences greater than 1 00 Adjust CPP EI PPIP to calculated amounts even there is insufficient tax to offset the adjustment yes enter the maximum amount by which tax may be reduced 9999 99 Apply Cose Defauts Refer to the section Company Selection 75 for details on selecting companies to be included in this process Use the Global Changes
96. Computer Systems Inc Appendices 171 13 4 17 T5008 Headings eForms Plus amp Enterprise Only Cell A1 import from Excel or the first data element import from CSV must contain T5008 Heading Description Type Size Comments amp Examples NAME1 Recipient name line 1 type 3 amp 4 Text 30 Required type 3 amp 4 NAME2 Recipient name line 2 type 3 amp 4 Text 12 LASTNAME1 First recipient last name type 1 amp 2 Text 20 Required type 1 amp 2 FIRSTNAME1 First recipient first name type 1 amp 2 Text 12 INITIAL1 First recipient initial type 1 2 Text 1 LASTNAME2 Second recipient last name type 2 Text 30 FIRSTNAME2 Second recipient first name type 2 Text 30 INITIAL2 Second recipient initial type 2 Text 1 ADDRESS1 Address line 1 Text 30 ADDRESS2 Address line 2 Text 30 CITY City Text 28 PROV Province code Text 2 POSTAL Postal code including space Text 10 COUNTRY Country code Text 3 TAXYEAR Taxation year Integer 4 2011 SLIPSTATUS Report code Text 1 O Original Amended or C Cancelled RECTYPE Recipient type Text 1 1 Individual 2 Joint account 3 Corporation 4 Association trust club or partnership SIN First recipient SIN ID or Business Text 17 RECIPIENTACCOUNTNUMBER Recipient account number Text 12 CURRENCY Foreign currency Currency DATE Date Date Mmm dd yyyy Apr 1 2011 SECURITYCODE Type code of securities Text 3 BON BO1 DOB DO1 FUT MET MFT MSC
97. D ROM Each record must comply completely with the format described in section 5 Please note that CD ROMs and DVDs will not be returned to you Filing on CD or DVD eForms Plus amp Enterprise Only When the CD or DVD option is selected as the destination for the Electronic Filing submission you will be prompted to enter the Submission Sequence Number This is a number from 1 to 999 that will identify the sequence of submissions that you submit to the CRA as a transmitter Regardless of your client enter 1 for your first submission 2 for your second etc The number you enter will be included in the filename so CRA will know that it is a unique submission Enter the appropriate number as requested and click the OK button If you enter a duplicate number you will be warned that the filename already exists and given the opportunity to keep the sequence number you have entered and overwrite the existing file if you did not submit the original and are re doing the submission or to change the sequence number if the sequence number was entered incorrectly 2012 ELM Computer Systems Inc 106 AvanTax eFORMS 2011 You will then be given the path and filename of the file to be sent to CRA Make careful note of this information View XML File in Browser Click this button to see the file that will be sent to CRA Print Company List This company list can be used to track which companies have been filed on which submission
98. Forms Basic can be used to prepare returns for even the largest organizations with a minimum of fuss and bother AvanTax eForms Plus Our most popular package eForms Plus includes all the features of eForms Basic and offers greater flexibility by adding expanded electronic filing multi user networking data import and partnership forms eForms Plus is used by more firms across North America than any other eForms version AvanTax eForms Enterprise eForms Enterprise is an enhanced version of eForms Plus and has been designed to meet the data entry reporting and management needs of even the largest organizations With enhanced reporting and forensic analysis capabilities eForms Enterprise will become THE tool of choice for professionals across Canada At any time during the 2011 tax season you can upgrade or downgrade to a eForms version that better meets your needs you will be invoiced or refunded for any difference in cost excluding shipping charges Databases are fully interchangeable between eForms Basic Plus and Enterprise If you are moving to or from eForms Lite ELM s technicians can import the databases for you for a fee 2012 ELM Computer Systems Inc 14 AvanTax eFORMS 2011 1 1 3 1 AvanTax eForms Version Comparison AvanTax eForms Version Comparison Chart 201 1 Features eForms eForms eForms eForms may change without notice LITE BASIC PLUS ENTERPRISE Platform See note 1 Windows Max number of compa
99. Forms user guide CSV Import opens the Import from CSV dialogue XML User guide opens the Import from 115 section of the eForms user guide e XML Import CRA import data from a CRA XML file XML Import MRQ import data from an MRQ XML file How Can We Help You A selection of help options and resources e User Guide Opens the AvanTax eForms User Guide that was installed with eForms Technical support 1 Provides quick access to Technical Support resources Registration The registration screen will be displayed each time you start eForms until an authorization code has been entered Without an authorization code eForms will operate as a demo all data entered into the demo will be retained upon authorization An authorization code must be registered before full functionality is activated Enter the authorization code issued to you by ELM Computer Systems 16 to register your copy of the program You can receive your authorization code by one of the following methods 1 The authorization code will be displayed in your Internet browser after successful completion of your order at our Online Store 2 The authorization code will be emailed for orders emailed faxed or telephoned to us that do not require shipping 3 The authorization code will be included in the product packaging if shipment has been requested Store your authorization code in a safe location but contact us if you lose your authorization code Once
100. ID Partnership s filer ID 86 Text 9 LASTNAME Sole proprietor s last name Text 20 FIRSTNAME Sole proprietor s first name Text 12 INITIAL Sole proprietor s initial Text 1 SLIPSTATUS Status of slip Text 1 O Original Amended C Cancelled TEXTATTOP Optional text to print at top of slip Text 15 EMAILADDRESS OKTOEMAILSLIP COMPANY NAME1 Recipient email address Permission granted to email slip Company associated with slip Text 255 eForms Enterprise only Yes No eForms Enterprise only Text 30 eForms Enterprise only 2012 ELM Computer Systems Inc Appendices 147 13 4 5 T2200 Headings eForms Plus amp Enterprise Only Cell A1 import from Excel or the first data element import from CSV must contain T2200 Heading LASTNAME FIRSTNAME INITIAL ADDRESS1 ADDRESS2 CITY PROV POSTAL COUNTRY SIN TAXYEAR EMPNUM JOBTITLE Q1YES Q1NO Q2YES Q2NO Q2AREA Q3YES Q3NO Q3HOWFREQUENTLY Q4FROM Q4TO Q4BREAK Q5AYES Q5ANO Q5AMTFIXED Q5PERKMRATE Q5AAMTFORKM Q5AMTONT4 Q5BYES Q5BNO Q5CYES Q5CNO Q5AMT1 Description Recipient last name Recipient first name Recipient initial Address line 1 Home address Address line 2 Business address City Province code Postal code including space Country in address Social insurance number Taxation year Employee number Job title amp brief description of duties 1 Expense Yes 1 Expense No 2 Area o
101. INSURANCE DEFERRED INDIANINC TIPS TIPSALLOCATED PHASEDRETIRE HOUSING AUTOR 1 FNOTE1R1 FNOTE2R1 FNOTE3R1 NETPAYOTHERR1 SERIAL SERIALORIGINAL SERIALMM SERIALMMPREVIOUS TEXTATTOPR1 XBOX01 1 01 XBOX02 XAMT02 XTXT02 Description Union dues F QPP pensionable earnings G Box H See PPIP in T4 section above Box See PPIP in T4 section above Private health insurance J Travel K Other taxable benefits L Employment commissions M Charitable donations N Other taxable income O Multi employer insurance P Deferred salary Q Exempt income for an Indian R Tips received S Tips allocated T Phased retirement U Meals and accommodation V Personal use of auto W Footnote 1 Footnote 2 Footnote 3 Other deductions from Net Pay Relev number of paper slip Relev number of previously filed paper slip user entered Relev number of XML slip Relev number of previously filed XML slip Optional text to print at top of slip Additional Information Box 1 Box number Additional information Box 1 Currency data Additional information Box 1 Character data Additional Information Box 2 Box number Additional information Box 2 Currency data Additional information Box 2 Character Type Size Comments amp Examples Currency Currency Must contain data Currency Currency Currency Currency Currency Currency Currency Curren
102. Internet follow these steps 1 Download the installation package from our website eForms Downloads if your Internet browser give you the choice to save or run the installation package save it to a location you can remember for the next step 2 Close all open applications to avoid possible conflicts with the installation program If you close any security applications prior to installation please remember to restart them once eForms has been installed 3 Start the Windows Run dialogue a Click on the Windows Start button usually in the lower left corner of your display b Start the Windows Run dialogue by one of the following i In Windows XP select Run from the Start Menu ii In Windows Vista 7 type Run in the Search box iii In any version of Windows hold down the Windows key left of the space bar with the Windows flag logo and press the letter R c Type location eFormsSetup msi where location designates the folder where you saved the downloaded installation package in the Run dialogue d Click OK to begin installing eForms 2012 ELM Computer Systems Inc Installing AvanTax eForms 21 Ent fs n Welcome to the eForms 2011 Setup Wizard a di The installer will guide you through the steps required to install amp vanT ax eForms 2011 on your computer WARNING This computer program is protected by copyright law and international treaties Copyright 2011 ELM Comp
103. Keep this for your own records there is no need to send a copy to CRA with your submission Creating the submission CD or DVD Using your own software burn the indicated file onto a CD or DVD Label the CD or DVD with your name and telephone number so that the CRA can contact you if you need to re file your submission Provide complete external labeling showing the transmitter s name and telephone number the Transmitter Number and your submission file name 2012 ELM Computer Systems Inc Part XI 108 AvanTax eFORMS 2011 11 Using Tools to Manipulate Data 11 1 Merge Companies 53 Start Page vya Merge Companies Company 1 Database Company 2 Database Company New Company Database Company Note Company and summary information address contacts etc will be retrieved from Company 1 Merge Companies merges two companies into a third company Each company can be stored in any existing database accessible to eForms the company containing the merged data must not already exist in the database where it will be stored Company 1 Company 2 Click the Database button to select the database containing the company to be merged then select the company from the Company drop down box below New Company Click the Database button to select a database where merged company will be stored and type a name of the company in the Company line If the merged comp
104. Line 106 Schedule 2 Lines 103 104 105 106 Summary Line 103 104 105 106 Schedule 6 Section R Summary Line 70 Schedule 6 Section S gt Summary Line 70 2 Schedule 6 Schedule 6 Section T gt Summary Line 70 3 Schedule 6 Section U gt Summary Line 70 4 Schedule 6 Section V 3 Summary Line 70 17 Schedule 8 Total Column 10 gt Schedule 1 Line 107 Schedule 8 Schedule 8 Total Column 11 gt Schedule 1 Line 404 Schedule 8 Total Column 12 gt Schedule 1 Line 403 Schedule 8 Total Column 12 gt Summary Line 85 Schedule 10 Section 4 3 Schedule 6 Section Q Schedule 10 Section C Line 12 gt Schedule 6 Section V Schedule 10 Schedule 10 Section B Line 11 gt Schedule 1 Line108 Schedule 10 Section B Line 17 gt Schedule 1 Line153 Schedule 10 Section A9 gt Schedule 1 LineA405 2012 ELM Computer Systems Inc Partnership Forms Plus amp Enterprise Versions Only 93 Schedule 12 Section D Line 1 gt Schedule 1 Line 232 Schedule 12 Section A Line 9 Summary Line 90 Schedule 12 Section A Line 10 gt Summary Line 96 Schedule 12 Section B Line 8 gt Summary Line 91 Schedule 12 Section B Line 9 Summary Line 97 Schedule 12 Section C Line 9 3 Summary Line 92 Schedule 12 Section C Line 10 gt Summary Line 98 Schedule 12 Section D Line 1 Summary Line 93 Schedule 12 Section E Line 1 gt Summary Line 94 Schedule 12 Section Line
105. Messages Resets all messages to their default display options all confirmation messages will again be displayed Technical Support Options Displays eForms technical support 1 contact information Send Email to Technical Support Creates a new email to send to eForms technical support including Program version Username Authorization Code Program Installation Path and Current Database you must be connected to the Internet for the email to be sent Send Error Log to Technical Support Sends an error log to eForms technical support Check For Program Update Checks the eForms website www AvanTax ca eForms if an update has been posted and prompts for download amp installation if one is found Internet Sites Lists a selection of product and tax related websites AvanTax eForms Download Program Updates Download eForms updates from the eForms website www AvanTax ca eForms AvanTax eForms Technical Support Displays eForms technical support 161 contact information AvanTax eForms Purchase Opens your Internet browser to our online store for those using the demo eForms Adobe Reader Download Download Adobe Reader from the Adobe website Adobe Reader is the software through with most eForms reports are displayed printed Adobe Reader Customer Support Displays Adobe Reader technical support contact information Canada Revenue Agency Revenu Qu bec Diagnostics Displays the locations of data import output settings a
106. NCODE2 Description Recipient name line 1 type 3 4 amp 5 Recipient name line 2 type 3 4 amp 5 First recipient last name type 1 amp 2 First recipient first name type 1 amp 2 First recipient initial type 1 amp 2 Second recipient last name type 1 amp 2 Second recipient first name type 1 amp 2 Second recipient initial type 1 amp 2 Address line 1 Address line 2 City Province code Postal code including space Country in address Status of slip Year 10 Recipient Type 11 Country code 12 Payer or remitter Identification Number Foreign Social Security or Insurance No Income Code 14 Currency code 15 Gross Income 16 Non resident tax withheld 17 Exemption code 18 Income Code 24 Currency code 25 Gross Income 26 Non resident tax withheld 27 Exemption code 28 Type Size Comments amp Examples Text 30 Text 12 Text 30 Text 12 Text 1 Text 30 Text 30 Text 1 Text 30 Text 30 Text 28 Text 2 Text 10 Text 3 Text 1 Integer 4 Text 1 Text 3 Text 20 Text 20 Text 2 Text 3 Currency Currency Text 1 Text 2 Text 3 Currency Currency Text 1 Required type 3 4 amp 5 Required type 1 amp 2 CAN USA etc O Original A Amended or C Cancelled 2011 1 Individual 2 Joint account 3 Corporation 4 Association trust club or partnership 5 Gov t or int l org 02 03 etc CAD USD etc
107. NETNODE 20 Network Adminstrator 20 New Company Defaults 122 Next Slip 42 Novell 12 NR4 Import File Header 143 Number of Slips 42 Or Online Help 44 Open Database 47 Open Excel Template 116 Opening Last Years Data 118 Options Display 125 Order Slips 65 Over Remittance Transfer 59 Override Calculated Field 44 Override Field 42 2012 ELM Computer Systems Inc 202 AvanTax eFORMS 2011 Parallels 12 128 Partnership Forms T5013 8 RL 15 90 Password Change 129 Passwords 29 Path Settings Edit 129 Payee Data Enter 65 Personalizing the Display 125 PgDn 42 PgUp 42 PPIP Adjustment Options 58 59 Previous Slip 42 Print Slip 42 Printing Adjustments 82 Printing Company Lists 87 Printing Edit Lists 80 Printing Slips 77 Printing Speed 73 Printing Summarries 81 Problems Common 132 Province Codes 140 QPIP Adjustment Options 58 QPIP Adjustmetn Options 59 QPP Adjustment Options 58 Quebec Returns Electronic Filing Internet 104 Quebec Returns Internet Filing Limitations 105 Quebec Electronic Filing Serial Numbers 103 R RAM 12 Rates and Constants 127 Receiving Updates 24 Recipient Data Enter 65 Recipient Common Data Fields 66 Recipient Unique Data Fields 67 Registration 28 Removing Slips 118 Repair Database 52 Repair User Database 53 Reports 38 Reports Adjustment 82 Reports Company List 87 Reports Company Selection 75 Reports Data Validation 84
108. NETNODE installation don t appear to be working properly 13 9 eForms says that the database is the wrong type or format 134 10 When importing from Excel I get a message indicating that some data is invalid or some cells contain data in the wrong format 134 11 When I run NETNODE EXE get a 2869 error 135 12 When install or update eForms get 2229 error 134 13 When install or update eForms get 2755 error Iu 14 When enter the Business Number or the Social Insurance Number or any other fixed length number cannot enter all the characters 135 Other Problems 134 eForms or The user named is not currently using the program This problem typically occurs when a database is left open after the program is finished with it If you are sure that the user being named is not using eForms already and that the company is not in use at another workstation you can answer Yes and unlock the company If this does not solve the problem select Unlock all companies from the Company menu 2 The system is not calculating CPP properly How do enter the number of pensionable weeks This is one of the most common problems encountered by users of the eForms Most likely the problem stems from a failure to properly set up the adjustment options Access the company profile by selecting Edit company information from the Company menu Then select the T4 Adjustment Options tab There
109. NITSOWNED MEMBERCODE RECTYPE CAPITALSTART CAPITALCONTRIBUTED OTHERADJUSTMENTS INCOMEALLOCATED DRAWINGS BOX1 BOX2 BOX3 BOX4 BOX5 BOX6A Description Family name or business name First name or line two of business name Apartment number Street number Street name City Province code Postal code including space Country code Partnerships identification number Status of slip Partner s share of income loss Number of partnership units owned Partner code 40 Taxpayer code 41 Balance at start of fiscal period Capital contributions during fiscal period Other adjustments Income loss allocated during fiscal period Drawings Net Canadian amp foreign bus income loss Net foreign business income loss Net Canadian amp foreign rental income loss Net foreign rental income loss Capital cost allowance Actual amount of eligible dividends Type Size Comments amp Examples Text 30 Text 30 Text 5 Text 9 Text 24 Text 28 Text 2 Text 10 Text 3 Text 16 Text 1 Numeric Integer Text 1 Text 1 Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Required S I N or Identification number R Original A Amended or D Cancelled 4 decimals No decimals 0 Limited partner 1 Other specified member 2 General partner 1 Individual 3 Corporation 4 Trust or partner
110. O Original Amended C Cancelled SIN Social insurance number 12 Text 9 RECBN Recipient Business No 13 Text 15 RECIPIENTNO Recipient s number 14 Text 12 CORPNAME 1 Recipient corporation name line 1 Text 30 CORPNAME2 Recipient corporation name line 2 Text 30 SUPER Pension or superannuation 16 Currency LUMPSUM Lump sum payments 18 Currency SELF Self employed commissions 20 Currency TAX Income tax deducted 22 Currency ANNUITIES Annuities 24 Currency RETIRING Eligible retiring allowances 26 Currency RETIRINGNON Non eligible retiring allowances 27 Currency OTHER Other income 28 Currency PATRONAGE Patronage allocations 30 Currency PAST RPP contributions past service 32 Currency PENSION Pension adjustment 34 Currency PENSIONNO Pension plan reg number 36 Text 19 RESPACCUM RESP accum income payments 40 Currency RESPED RESP educational assist pay ts 42 Currency CHARITABLE Charitable donations 46 Currency FEES Fees for services 48 Currency RESPPAYMENTSOTHER RESP accumulated income payments to Currency other 122 2012 ELM Computer Systems Inc 160 AvanTax eFORMS 2011 Heading RECIPIENTPAIDHELTHPLANS LABOURADJUSTMENTBENEFITS SUBPQUALIFIED CASHAWARD BANKRUPTCY UNREGPEN SIPENSION LUMPSUMACC LUMPSUMSI LUMPSUMRPP LUMPSUMDPSP LUMPSUMNONRES LUMPSUMUNREG LUMPSUMNOTRANS DPSPANNUITY IAACANNUITY RETIRINGSI RETIRINGNONSI
111. ONDINDIVIDUAL Is second recipient an individual type 1 2 Yes No amp 6 NAMESPRINCIPAL Principal person who established trust Text 25 deed SIN First beneficiary SIN Text 9 SERIAL Relev number of paper slip Numeric 9 SERIALORIGINAL Relev number of previously filed paper Numeric 9 slip user entered SERIALMM Relev number of XML slip Numeric 9 SERIALMMPREVIOUS Relev number of previously filed XML Numeric 9 slip TEXTATTOP Optional text to print at top of slip Text 15 EMAILADDRESS Recipient email address Text 255 Enterprise only OKTOEMAILSLIP Permission granted to email slip Yes No eForms Enterprise only COMPANY NAME Company associated with slip Text 30 eForms Enterprise only XBOX01 Additional Information Box 1 Box Text 7 number XAMT01 Additional information Box 1 Currency Currency data XTXTO1 Additional information Box 1 Character Text 20 data XBOX02 Additional Information Box 2 Box Text 7 number XAMTO2 Additional information Box 2 Currency Currency data XTXT02 Additional information Box 2 Character Text 20 data XBOX03 Additional Information Box 3 Box Text 7 number Additional information Box 3 Currency Currency data XTXTO3 Additional information Box 3 Character Text 20 data XBOX04 Additional Information Box 4 Box Text 7 number XAMT04 Additional information Box 4 Currency Currency data XTXT04 Additional information Box 4 Character Text
112. OS cD M 76 Printing Optom D EE 77 Slip amp Return Types cea ec ada ELEn a 77 qur XX 80 Summary PIDE 81 LU eI 82 Electronic Filing rp 82 Adjustment Report ccscesuscccciicccvivecrsccusernevcessadcedpetnnssntvaversioeanadicesesunestilavsasdveueasntbacneedooerasbuieadeubdstewaisdvbasevanbiunaneduieess 82 E Filing History eiie nere cerent tere nitet ree mienne NNE KANASEA ENAERE a 83 Validating Data Before 84 E Mail Recipient 511 2 2 te eseticeccctecsdesvenencdetbecvccusvestecectiuerssecvereuedenadeeesees scsesdeudeds 85 Company Summary nce 87 Company Filitig Status 2 rini inar usd seceded Ioac enge agde ede ie nce 87 Company 5 c a eee aaea aeae aa ene KA iNeo eee inte 88 Ncc 88 Partnership Forms Plus amp Enterprise Versions Only 90 150137 cca eee A ee ence ea eae 91 RLS ees ee eee aisle 93 Electronic Filing 95 Electronic Filing 95 Instructions for CRA 99 Filing
113. RRENCY TRANSIT ACCOUNTNO TEXTATTOP EMAILADDRESS OKTOEMAILSLIP COMPANY NAME1 Description Other income from Cdn sources 14 Foreign income 15 F Foreign tax paid 16 G Royalties from Cdn sources 17 H Accrued income Annuities 19 J Resource allowance deduction 20 Foreign currency code 27 Transit 28 Recipient account number 29 Optional text to print at top of slip Recipient email address Permission granted to email slip Company associated with slip ADDITIONAL HEADINGS FOR RL 3 FIELDS ISINTERESTSAVINGSBONDS ACCOUNTNORS SERIAL SERIALORIGINAL SERIALMM SERIALMMPREVIOUS ACTUALR3 ACTUALR3_E INTERESTR3 CAPGAINSR3 OTHERR3 FORINCR3 FORTAXR3 ROYALTIESR3 ACCRUEDR3 TEXTATTOPR3 XBOX01 XAMTO1 XTXTO01 RL 3 required for recipient Is interest from Fed or Qu bec savings bonds Other ID Recipient Number R3 Relev number of paper slip Relev number of previously filed paper slip user entered Relev number of XML slip Relev number of previously filed XML slip of non eligible dividends of eligible dividends C Interest from Cdn sources D Capital gains dividends 1 Other income from Cdn sources Foreign income F Foreign tax paid G Royalties from Cdn sources H Accrued income Annuities J Optional text to print at top of slip Additional Information Box 1 Box number Additional information Box 1 Currency data Additional
114. Roll forward prior year UCC and capital account amounts on federal and Quebec partnership returns Select files to convert Source folder Browse Destination folder Browse Set the destination folder to the source folder Select which file s to convert Initialize fields Zero amounts remove Amended etc If checked will cause eForms to remove all dollar values during conversion Clear CPP Exempt boxes Removes the CPP Exempt flag from all slips making them non exempt Clear Exempt boxes Removes the Exempt flag from all slips making them non exempt e Clear not adjust CPP boxes Removes the Do not adjust CPP flag from all slips allowing them to be adjusted e Clear not adjust boxes Removes the not adjust flag from all slips allowing them to be adjusted Roll forward federal partnership Schedule 8 and Schedule 50 for new year Plus and Enterprise Copies contents of federal partnership Schedule 8 and Schedule 50 into 2011 database Source Folder Location of the database to be converted if you are unsure of its location you can either use the Browse button or open the 2010 T4 TimeSaver and use its Setup gt File Locations menu to display the database location Once the source has been specified all 2010 databases in the source folder will be displayed in the Select which file s to convert section Any or all databases may be selected for conversion Data in the so
115. S OKTOEMAILSLIP COMPANY NAME1 Recipient email address Permission granted to email slip Company associated with slip Text 255 eForms Enterprise only Yes No eForms Enterprise only Text 30 eForms Enterprise only 2012 ELM Computer Systems Inc Appendices 165 13 4 13 T4RIF Headings eForms Plus amp Enterprise Only Cell A1 import from Excel or the first data element import from CSV must contain T4RIF Heading Description Type Size Comments amp Examples LASTNAME Recipient last name Text 30 Required FIRSTNAME Recipient first name Text 12 INITIAL Recipient initial Text 1 ADDRESS1 Address line 1 Text 30 ADDRESS2 Address line 2 Text 30 CITY City Text 28 PROV Province code Text 2 POSTAL Postal code including space Text 10 COUNTRY Country in address Text 3 CAN USA etc SLIPSTATUS Status of slip Text 1 O Original A Amended or C Cancelled YEAR Year Integer 4 2011 SIN Canadian social insurance number 12 Text 15 SPOUSESSIN Spouse s Canadian social insurance Text 15 number 32 TAXABLE Taxable payments received 16 Currency CONTRACT Contract number 14 Text 12 DECEASED Amounts received at death 18 Currency DEREGISTRATION Amounts received at deregistration 20 Currency OTHERINCOME Other income or deductions 22 Currency EXCESS Excess amount 24 Currency SPOUSALRRIF Yes if spouse is a contributor 26 Yes No INCOMETAX Income tax deducted 28 Currency DATEDEATH Date of
116. SEDDATE TOTALNUMBEROFTRANSACTION TOTALHOLDERCONTRIBUTIONS TOTALHOLDEWITHDRAWALS TOTALHOLDERTRANSFEROUT TOTALHOLDERTRANSFERIN CALENDARYEARENDFAIRMARKETVALUE NEWACCOUNTTHSIYEAR NEWACCOUNTTHISYEARNO IDENTINACTIVE TRANSACTIONDATE CONTRIBUTIONAMOUNT WITHDRAWALAMOUNT FORMERSPOUSELASTNAME FORMERSPOUSEFIRSTNAME FORMERSPOUSESIN MARRIAGEBREAKDOWNTRANSFEROUT MARRIAGEBREAKDOWNTRANSFERIN Description Contract number Employee last name Employee first name Employee initial Address line 1 Address line 2 City Province code Postal code including space Country code Social insurance number 12 TFSA holder birthdate Account closed this year Yes Account closed this year No TFSA closed date Total number of Transaction records Total holder contributions Total holder withdrawals Total holder transfer out fair market value Total holder transfer in fair market value Calendar year end fair market value New TFSA account this year for holder Yes New TFSA account this year for holder No No transactions for this identity Transaction date Contribution amount Withdrawal amount Surname of former spouse First name of former spouse SIN of former spouse Marriage breakdown transfer out fair market value Marriage breakdown transfer in fair market value Type Size Comments amp Examples Text 30 Text 30 Text 12 Text 1 Text 30 Text 30 Text 28 Text 2 Text 10 Text 3 Text 9 Date Yes No Yes No
117. T1204 7 Ri 201 _ Cose Z RRSP y T2200 11 16 2011 B gj T3 I T2202A Z V y T5007 7 R V TAANR y T5008 7 R Options V J T5013 J V TAARCA V T5018 Orientation Portrait V T4PS V TFSA 7 TARIF 7 R1 oper Letter 2 V TARSP 7 R2 Margins 4 Refer to the section Company Selection 75 for details on selecting companies to include in this report Refer to the section Options 76 for details on configuring the layout of the report Refer to the section Printing Options 771 for details on Quick Print Preview amp Print and other options Returns to be Included Select the return s to include in the report Use Select All to select all returns or Clear All to deselect all returns Dates to be Included Select the date range to be included in the report 2012 ELM Computer Systems Inc 84 AvanTax eFORMS 2011 8 5 Validating Data Before Filing Start Page 0 Validate Data y DEMO DEMO PETER 7 Display and process in selection sequence 1 selected gt NR4 E T5 E RRSP T1204 Transmitter Setup HT T5007 Un T5008 Set Output Folder T5018 TAANR TFSA F TARIF T4RSP Select method of submission Wend Vedan Report Select status of slips to be i submitted 0 Original
118. T4 Slips 2 page X Companies Clear All V Sample Company Sample Company Current Company Y User Defined Groups Filing Status 1 selected Display and process in selection sequence Slips Select Clear All All slips Include inactive nil slips Sort slips by Z 0 of selected Copy and Printer Selection l Quick Print V Copy 1 Paper Type Plain paper Letter 2 page Preview Print Copy2 3 Printer Bullzip PDF Printer view E Copy 4 Paper Source _ Adjust Margins Options PDF File Options Refresh Data Group output Copy number Save Pdf files _Output Folder _ Print test pattem Advanced P rinting between z nr ue Separate Pdf file for each recipient Copy 2 3 Close Note T4 slips will report the unadjusted values for any adjusted slips unless all slips have been adjusted A warning will be shown if some slips are adjusted and others are not Refer to the section Company Selection 75 for details on selecting companies to include in this report Slips Select one of the options from the drop down list All Slips print all the slips for the selected companies Original Slips Only print only the slips that have not been amended for the selected companies Amended Slips Only print only the amended slips for the selected companies Cancelled Slips Only p
119. Text 50 Required Text 12 Text 30 Text 30 Text 28 Text 2 Text 10 Text 3 CAN USA etc Text 1 0 Original 1 Amended 2 Additional 3 Cancelled 4 Duplicate Text 3 CAN USA etc Text 1 Numeric 8 decimals Numeric 8 decimals Text 16 Text 75 Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Text 3 2012 ELM Computer Systems Inc 174 AvanTax eFORMS 2011 Heading AO1TEXT2 A01AMOUNT AO2TEXT1 AO2TEXT2 A02AMOUNT AOSTEXT1 AO4TEXT1 04 4 2 Canadian and foreign net business income loss Boxes 35 34 NETBUSINESS NETPROFESSIONAL NETFARMING NETFISHING NETOTHER GROSSTOTALINCOME 3 Canadian and foreign investments and carrying charges Boxes 26 59 NETRENTAL DIVIDENDS TAXABLE CREDIT DIVIDENDS TAXABLE_E INTEREST FRMDIVIDENDS BUSINVESTLOSS CARRYINGCHARGES CO1TEXT1 CO1TEXT2 CO1AMOUNT Description Generic box 1 Box number Generic box 1 Amount Generic box 2 Province Country Generic box 2 Box number Generic box 2 Amount Generic box 3 Province Country Generic box 3 Box number Generic box 3 Amount Generic box 4 Province Country Generic box 4 Box number Generic box 4 Amount Business income 35 Professional income 37 Farming income 41 Fishing inc
120. Type Size Comments amp Examples Text 50 Currency Text 50 Currency Text 50 Yes No Yes selects option Yes No No de selects option Currency Currency Currency Text 50 Text 50 Text 50 Yes No Yes selects option Yes No No de selects option Yes No Yes selects option Yes No Yes selects option Yes No Yes selects option Yes No Yes selects option Yes No Yes selects option Yes No No de selects option Text 50 Yes No Yes selects option Yes No No de selects option Currency Text 50 Yes No Yes selects option Yes No No de selects option Yes No Yes selects option Yes No No de selects option Yes No Yes selects option Yes No No de selects option Yes No Yes selects option Yes No No de selects option Yes No Yes selects option Yes No No de selects option Yes No Yes selects option Yes No No de selects option Yes No Yes selects option 2012 ELM Computer Systems Inc Appendices 149 Heading Q9ENO Q9AMT1 Q9TYPE1 Q9INCLUDED1YES Q9INCLUDED1NO Q9AMT2 9 Q9INCLUDED2YES Q9INCLUDED2NO Q9AMT3 Q9TYPE3 Q9INCLUDED3YES Q9INCLUDED3NO Q10AYES Q10ANO Q10PERCENTAGE Q10BYES Q10BNO Q10CYES Q10CNO Q10AMT1 Q10TYPE1 Q10INCLUDED1YES Q10INCLUDED1NO Q10AMT2 Q10TYPE2 Q10INCLUDED2YES Q10INCLUDED2NO Q10AMT3 Q10TYPES3 Q10INCLUDED3YES Q10INCLUDED3NO Q11AYES Q11ANO Q11BYES Q11BNO Q11CYES Q11CNO Description
121. XOF Montenegro Euro EUR Bermuda Bermudian Dollar BMD Montserrat East Caribbean Dollar XCD Bhutan Ngultrum BTN Morocco Moroccan Dirham MAD Bolivia Boliviano BOB Mozambique Metical MZN Bosnia amp Herzegovina Convertible Marks BAM Myanmar Kyat MMK Botswana Pula BWP Namibia Rand ZAR Bouvet Island Norwegian Krone NOK Nauru Australian Dollar AUD Brazil Brazilian Real BRL Nepal Nepalese Rupee NPR British Ocean Terr U S Dollar USD Netherlands Euro EUR Brunei Darussalam Brunei Dollar BND Netherlands Antilles Neth Antillian Guilder ANG Bulgaria Bulgarian Lev BGN New Caledonia CFP Franc XPF Burkina Faso CFA Franc BCEAO XOF New Zealand New Zealand Dollar NZD Burundi Burundi Franc BIF Nicaragua Cordoba Oro NIO Cambodia Riel KHR Niger CFA Franc BCEAO XOF Cameroon CFA Franc BEAC XAF Nigeria Naira NGN Canada Canadian Dollar CAD Niue New Zealand Dollar NZD Cape Verde Cape Verde Escudo CVE Norfolk Island Australian Dollar AUD Cayman Islands Cayman ls Dollar KYD Northern Mariana Is U S Dollar USD Chile Chilean Peso CLP Norway Norwegian Krone NOK China Yuan Renminbi CNY Oman Rial Omani OMR Christmas Island Australian Dollar AUD Pakistan Pakistan Rupee PKR Cocos Keeling Is Australian Dollar AUD Palau U S Dollar USD Colombia Colombian Peso COP Panama Balboa PAB Comoros Comoro Franc KMF Papua New Guinea Kina PGK Congo CFA Franc BEAC XAF Paraguay Guarani PYG Congo DRC of Congolese Franc CDF Peru Nuevo Sol PEN Cook Islands New Zealand Dollar NZD Philippines Phili
122. able amp disable forms within the current database Forms available from the Reports Menu are dependant on the version of eForms that has been installed refer to About eForms 1 for a list of forms available in each version 3 5 8 1 Common Features Companies C Select Gear Al User Defined Groups Save As Exception 2012 ELM Computer Systems Inc Getting Started 39 Most reports share a common data selection panel This panel enables the user to specify a range of data that will be included in the selected report Filter The Filter button displays the Set Company Filter window which is used to filter the companies included in the selected report to those of greatest interest to the user The Filter button will also appear in the Filing Status window Set Company Filter Select on filing status Not required Filed Select on electronic filing status select 1 _ Select on printing status Select on company category Filter applies to setting a filter based on criteria other than company category select the type of retum to filter on 4 Select ies with active DT ys NR4 Se Fiter Clear TAA n Available filters are Select on filing status Selects companies by their filing status It is also possible to limit these selections to specific date ranges o Not Required No return is required
123. able in the Basic version and in the Plus version to the administrator logged in with the user name ADMIN Use this feature to remove the current authorization code allowing you to enter a new one This would be used for example to upgrade from one version of eForms to another 2012 ELM Computer Systems Inc Using Setup to Configure eForms 129 12 7 12 8 Use of this function does not affect the database containing any form data already entered Click Yes to delete the existing authorization code and exit the program The next time eForms is started it will be unregistered and a new authorization code will need to be entered Click No to cancel the function and return to eForms Change Authorization Code change your authorization code click Yes to remove your current code and exit AvanTax eForms When you restart the program you will be prompted for your authorization code Change Your Password eForms Plus amp Enterprise Only This feature allows a user of the Plus version to change their own password Type in the current password the new password and then confirm the new password by typing it again Check the Show Typing box to display the password leave it unchecked to display asterisks instead Follow the instructions given for selecting a strong password Press OK to implement the new password Press Cancel to cancel the change and revert back to your current password You will
124. ach of our staff has over 20 years experience we are also able to support older technologies such as MS DOS Novell and other obsolete software Please visit our website to learn more about ELM Computer Systems www elmcomputers com Software and IT resources available from ELM Computer Systems include Onsite and remote support amp computer maintenance from stand alone systems to entire networks Consulting services QuickBooks ProAdvisor services Custom software development AvanTax eForms The software described in this user guide www AvanTax ca eForms o AvanTax Auto Automobile taxable benefits calculator www AvanTax ca Auto o Handheld data collection Used to tabulate and upload data from heating and cooling plants e ELM Bulletin A monthly newsletter covering all aspects of business computing If you have any questions about how ELM can help you get the best use out of your computers please use the contact information provided below ELM Computer Systems Inc 502 Gordon Baker Road North York Ontario L1T 272 Toronto 416 495 1624 Toll Free 800 268 3211 Fax 416 495 0044 E M Email info elmcomputers com COMPUTER SYSTEMS INC Website www elmcomputers com Technical Support As a registered user you may contact us with any questions concerning 2011 AvanTax eForms Although we can resolve most problems over the phone or by email we may occasionally need to connect to your system or obtain a copy of your database to resolve
125. ada use ZZ where none of the following apply AB Alberta NL Newfoundland PE Prince Edward Island BC British Columbia NS Nova Scotia QC Qu bec LB Labrador NT Northwest Territories SK Saskatchewan MB Manitoba NU Nunavut YT Yukon Territories NB New Brunswick ON Ontario The following abbreviations apply to the states of the USA use ZZ where none of the following apply AL Alabama KY Kentucky ND North Dakota AK Alaska LA Louisiana OH Ohio AR Arizona ME Maine OK Oklahoma AR Arkansas MD Maryland OR Oregon CA California MA Massachusetts PA Pennsylvania CO Colorado MI Michigan RI Rhode Island CT Connecticut MN Minnesota SC South Carolina DE Delaware MS Mississippi SD South Dakota DC District of Columbia MO Missouri TN Tennessee FL Florida MT Montana TX Texas GA Georgia NE Nebraska UT Utah HI Hawaii NH New Hampshire VT Vermont ID Idaho NJ New Jersey VA Virginia IL Illinois NM New Mexico WA Washington IN Indiana NY New York WV West Virginia IA lowa NV Nevada WI Wisconsin KS Kansas NC North Carolina WY Wyoming 2012 ELM Computer Systems Inc Appendices 141 13 4 Headings for Import Files eForms Plus amp Enterprise Only Column headings are used by the import function to identify the information in the column the keyword NULL can be used as the heading of any column you wish the
126. ady exists in the current database you will be asked to confirm the new company name Once you have entered a name for the company you will be taken to the Edit Company Information 56 screen to enter the remainder of the company data Select Company To select or switch to another company choose Select Company from the Company menu A list of all the companies in the current database will appear Highlight the desired company and press Select or double click on the company name Click on the thumbtack to keep the company list open for ease of switching between companies You can also select a company by clicking on the company name displayed in the toolbar A list of companies in the current database will appear click on the desired company Companies AX Start Page 7x DEMO Getting Started Database C Users Peter Rheberge Create a new database Open an existing database Program Update Automatic checking is OFF Check for program update now Turn automatic checking ON View version history notes Go to downloads page select Search and Filter You also select a company by clicking on the company name in the toolbar to display a scrollable list of all companies from which the desired company can be selected File Edit View Company Forms Reports XYZ Advertising ABC Accountin uy 5 Signs R Us a The Sleep Inn 5 XYZ Advert
127. ails on selecting companies to include in this report Refer to the section Printing Options 77 for details on Quick Print Preview amp Print and other options Slips Slip Type Select the type of slip you will be emailing from the drop down list All slip types currently active in eForms will be listed Select This button allows you to select the recipients to whom slips will be emailed The options are e All Recipients email will be sent to all recipients e Selected Recipients email will be sent to selected recipients only inactive when multiple companies have been selected e Email Not Sent email will be sent to recipients who have not already been sent an email Email Options 2012 ELM Computer Systems Inc 86 AvanTax eFORMS 2011 PDF Folder Enter the name of the folder where the PDF files will be saved Use the 18 icon to browse your computer for the desired folder Subject Text entered here will appear will be the subject of the email message 2nd Attachment By default a recipient s PDF slip is attached to the email for that recipient This option allows you to attach a second file to the email The second attachment will be sent to all recipients Use the t amp l icon to browse your computer for the attachment The X icon can be used to clear the attachment field Body Enter the body of the message in this area Save Saves the settings for use by eForms SMTP Server Settings You may
128. annuitant s death 30 Date Mmm dd yyyy Apr 1 2011 TRANSFERS Transfer on breakdown of marriage 35 Currency TAXPAID Tax paid amount 36 Currency TEXTATTOP Optional text to print at top of slip Text 15 EMAILADDRESS OKTOEMAILSLIP COMPANY NAME1 Recipient email address Permission granted to email slip Company associated with slip Text 255 eForms Enterprise only Yes No eForms Enterprise only Text 30 eForms Enterprise only 2012 ELM Computer Systems Inc 166 AvanTax eFORMS 2011 13 4 14 T4RSP Headings eForms Plus amp Enterprise Only Cell A1 import from Excel or the first data element import from CSV must contain T4RSP Heading LASTNAME FIRSTNAME INITIAL ADDRESS1 ADDRESS2 CITY PROV POSTAL COUNTRY SLIPSTATUS YEAR SIN SPOUSESSIN CONTRIBUTORSPOUSE CONTRIBUTORSPOUSENO CONTRACT ANNUITY REFUNDPREMIUMS REFUNDEXCESS COMMUTATION LLPWITHDRAWAL DEREGISTRATION OTHERINCOME INCOMETAX DEATH HBPWITHDRAWAL TRANSFERS TAXPAID TEXTATTOP EMAILADDRESS OKTOEMAILSLIP COMPANY NAME1 Description Recipient last name Recipient first name Recipient initial Address line 1 Address line 2 City Province code Postal code including space Country in address Status of slip Year Social insurance number 12 Spouse s social insurance number 36 Yes if spouse is a contributor 24 No if spouse is not a contributor 24 Contract number 14 Annuity payments 16 Refund
129. any already exists in the database the merge will not take place enter a unique company name or create a new database 42 to store the merged company 11 2 Transfer Companies d Start Page Transfer Companies lt Sample Company pompae Select Current Company Ge User Defined Groups Save Rename List Save As Delete Exception Display and process in selection sequence 1 selected Less Destination Database Options CAUsers Peter Rhebergen Documents T4 TimeSaver NET 2011 Data New T11N Remove companies from source after transfer Transfer Close Refer to the section Company Selection 75 for details on selecting companies to be included in this process 2012 ELM Computer Systems Inc Using Tools to Manipulate Data 109 Use Transfer Companies to transfer companies from the current database to any other database Select any existing database as the destination by using the Browse button Indicate which companies you wish to transfer using the Select Unselect Select All and Unselect All buttons As companies are added to the transfer list they will be displayed on the right Options Remove companies from source after transfer If this option is checked the selected companies will be permanently deleted from the source database otherwise the selected companies will remain in the source database and the destination database 11 3 Global
130. arnings on T4s Set CPP pensionable earnings the lesser of Employment Income Box 14 and Maximum CPP Earnings 2 217 60 on all selected T4s NOTE CPP pensionable earnings will be overwritten on all selected T4s that are not CPP exempt Fix CPP QPP pensionable earnings on RL 1s Set QPP pensionable earnings to the lesser of Employment Income Box A and Maximum QPP Earnings 2 217 60 on all selected RL 1s NOTE QPP pensionable earnings will be overwritten on all selected RL 1s that are not QPP exempt Import Data eForms Plus amp Enterprise Only If you have information in a payroll package or another tax slip preparation software product and the software allows you to export data into a CSV Excel or XML file you can use the Import from Excel File Import from CSV File or Import from XML File functions to import the data into eForms Import from Excel File eForms Plus amp Enterprise Only For evaluation purposes demo installations and eForms Basic can import the first three records of an Excel file NOTE Microsoft Excel must be installed on your computer to use the Import form Excel File function Excel files must be in the XLS format not in the XLSX format of Microsoft Excel 2007 and later Instructions 1 When importing using eForms Plus each sheet in the spreadsheet must contain data for one company and one slip type only When importing using eForms Enterprise each sheet in the spreadsheet can contain multiple companies
131. ation 3 The logon account for any eForms user must have read write modify access to any folder containing eForms databases 4 The logon account for any eForms user must have read write modify access to any folder used by eForms including the program installation folder 5 In a Network Administrator installation the logon account for any eForms user must have read write modify access to the eForms Network Administration installation folder Installing eForms from CD To install eForms from the CD follow these steps 1 Copy the original CD media and store the original in a safe place 2 Close all open applications to avoid possible conflicts with the installation program 3 Insert the copied installation CD in an appropriate drive 4 The installation program should start automatically please follow the steps below if it does not a Click on the Windows Start button usually in the lower left corner of your display b Start the Windows Run dialogue by one of the following methods i In Windows XP select Run from the Start Menu ii In Windows Vista 7 type Run in the Search box iii In any version of Windows hold down the Windows key left of the space bar with the Windows flag logo and press the letter R c Type drive eFormsSetup msi where drive designates the drive containing the installation CD in the Run dialogue d Click OK to begin installing eForms Installing eForms from the Internet To install eForms from the
132. ations English Language Technical Support Hot Line GTA 416 495 1624 Toll Free 800 268 3211 Fax 416 495 0044 Email support AvanTax ca eForms Website www AvanTax ca eForms Contact French Lanquage Technical Support Technical support is available in French from our support team in Montreal from 9am to 5pm ET French Language Technical Support Hot Line 514 499 9669 Fax 514 499 9669 Email SoutienTechnique AvanTax ca eForms Website www AvanTax ca eForms index FR html License Agreement AvanTax eForms program is owned by ELM Computer Systems Inc ELM Computer Systems grants you the registered user a nonexclusive non transferable license to use the program You are expressly prohibited from distributing the program with its authorization code to any third party regardless of whether such distribution is for profit All rights title and interest in and to the program and all documentation code and logic which describes and or comprises the program are vested in ELM Computer Systems Your right to use the program is conditional upon and limited by the terms and conditions of this license You may not a modify adapt translate reverse engineer decompile disassemble or create derivative works based on the program or b loan rent lease or sublicense the program or any copy without the prior written consent of ELM Any violation of these provisions will constitute an automatic revocation of your license to use the program and wil
133. atures Companies Select GexA Current Company User Defined Groups Save As Exception Some tools such as the Transfer Companies Remove Slips and Event Viewer tools share common data 2012 ELM Computer Systems Inc 36 AvanTax eFORMS 2011 selection panel This panel enables the user to specify a range of data that will be acted upon by the tool in question Filter Set Company Filter Select on filing status Not required o Filed 1 2009 1 Select on electronic filing status _ Select on printing status Select on company category Filter applies to setting a filter based on criteria other than company category select the type of retum to filter on 4 Select companies with active slips lt Select gt lt Select gt NR4 Set Fiter Gea The Filter button displays the Set Company Filter window which is used to filter the companies that the tool will act upon to those of greatest interest to the user The Filter button will also appear in the Filing Status window Available filters are Select on filing status Selects companies by their filing status It is also possible to limit these selections to specific date ranges Not Required No return is required Need Return A return is required Entered A return has been entered into eForms Checked Data entered has been checked e Filed The return has been filed wit
134. atus of this return is required Available filing status options are Not Required A return of this type is not required for the current company Need Return A return of this type is required for the current company Entered Data has been entered for this return Checked Data entered for this return has been checked Filed This return has been filed with the CRA and or Revenu Qu bec Recalculate Button Click this button to recalculate all calculated values this will also return all overridden 447 values to their calculated value Go to Slips Button Click on this button to display slips related to the currently displayed summary The data entry screen for the current summary will remain available via a tab beneath the toolbar Close Button This button closes the currently displayed summary Data will not be lost as data is saved to the database each time the cursor is moved to a new data field 2012 ELM Computer Systems Inc Part VI 6 1 6 2 6 3 6 4 Entering Recipient Payee Information 65 Entering Recipient Payee Information Choose the type of information slip for wish to enter data by selecting it from the Forms menu The following sections describe the various functions used while entering and manipulating slips Forms available are dependant on the version of eForms that has been installed refer to About eForms 11 for a list of forms available in each version Add Slips
135. behalf of yourself 2 You will be transmitting an electronic file to the MRQ on behalf of other filers this is the default value 3 You will be transmitting an electronic file to the MRQ on behalf of yourself and on behalf of other filers Identification File Enter the identification number given to you by the MRQ NEQ Enter the NEQ number issued to you by the MRQ Source of Slips Enter the appropriate code identifying the source of the slip data included in the submission to the MRQ Valid codes are A RL slips were obtained from Revenu Qu bec B RL slips are facsimiles obtained from a third party this is the default value RL slips are facsimiles produced by the transmitter D RL slips are any combination of types A B or C 12 1 5 Options This feature allows you to personalize your display Start Page f User Settings Cancel Close User Settings D New Company Defauts 2 Adjustment Options 30xEt 4 Blectrnic Fing 5 Options Toolbar Icon Size Colours Q9 Small 16x16 Medium 24x 24 0 00 l X Large 32x 32 Very Large 48x48 Changes to icon size will occur the next ime Avani Tax eFoms is stated Changes to color schemes will take effect as new data entry forms are opened Mark retums as Entered when data entry is started in effect for ALL users 2012 ELM Computer Systems Inc 126 AvanTax eFORMS 2
136. ber 31 Total number of T4 slips filed active slips only 88 Oj Employment income 14 0 00 2 Number of T4 slips includes active slips only Registered pension plan RPP contributions 20 0 00 Pension adjustment 52 0 00 Employees CPP contributions 16 0 00 Employer s CPP contributions 27 0 00 Employees El premiums 18 0 00 Employer s El premiums 19 0 00 Income tax deducted 22 0 00 Total deductions reported 16 27 18 19 22 80 0 00 Minus remittances 82 0 00 Difference 0 00 Overpayment 34 0 00 Balance due 86 0 00 Amount enclosed 0 00 SIN of the proprietor or principal owner 1 74 SIN of the proprietor or principal owner 2 75 Person to contact about this retum Certification 76 First name Last name Position or office 78 Area code phone Extension Date on summary Remittances Enter the amount of money already remitted to CRA Amount Enclosed Enter the amount that will be enclosed with the submission Adjustment Status The T4 Summary will reflect the adjusted values as long as all of the employees for the company have been adjusted If however only some of the slips have been adjusted using the Adjust Unadjust button on the T4 data entry window the summary will reflect the unadjusted values for all of the employees This information will appear in the box on the upper right corner of the T4 Summary data entry window Person to Contact About this Return The default contact
137. bmission 2 Anyone making an electronic filing submission must have a Transmitter Number If you do not have a Transmitter Number contact the CRA at 1 800 665 5164 to be assigned one 3 Returns for employers filing over 50 returns are required by Revenu Qu bec to be filed electronically It may be sent either via the Internet or on a CD or DVD however Internet submissions may not exceed 150Mb If the transmission exceeds 150Mb contact the Division de l acquisition des donn es lectroniques 866 814 8392 for information on how to proceed 4 An electronic filing submission may contain only one CD or DVD It may contain a single return type and it may contain returns for only one company If you have multiple submissions each submission must be submitted in a separate envelope Multiple envelopes may be taped together for simplified mailing Submissions should be sent to Direction g n rale du traitement et des technologies Revenu Qu bec 3800 rue de Marly secteur 2 2 0 Qu bec Qu bec G1X 4A5 Telephone 418 659 1020 or 1 866 814 8392 Fax 418 646 0713 Email edi Revenu Qu bec gouv qc ca 5 Do not send Revenu Qu bec paper copies of any returns that have been filed electronically 6 If corrections need to be made to a submission that has already been sent to Revenu Qu bec contact the department above for further information 10 3 1 Using Serial Relev Numbers in Electronic Returns The Revenu Qu bec assigns serial n
138. c amp Plus Tools Menu Enterprise Merge Companies Opens the Merge Companies 108 dialogue Transfer Companies Opens the Transfer Companies 108 dialogue Global Changes Make global changes to Adjustment Options 57 Contact Information 1 and Slip Information 1107 Convert Databases Used to Convert databases 48 from 2010 T4 TimeSaver data into 2011 eForms format Import Data Allows you to import data into eForms from Excel and XML format files you can also use the Open Excel Templates from this menu to access the Excel Templates to help you properly format an import file Export Data Using this tool you can export data from any form to a CSV format file Import User Information from Last Year s eForms Imports user setup information from 2010 T4 TimeSaver into 2011 eForms installation Remove Slips Removes slips 118 of any or all types from any or all companies Event Viewer Enterprise Opens the Event Viewer 1 window in which significant events occurring during use of eForms can be reported Create Slips from Another Type under development Use Create Slips from Another 120 to create slips of one type from already existing slips of another type Items that are greyed out are not available because i The function is not supported by the installed eForms version ii The function is not required by the current form iii A database has not been opened or iv No data has been entered 3 5 6 1 Common Fe
139. c Filing Instructions Quebec Returns 103 Electronic Filing Menu 40 Electronic Filing CD or DVD 105 Electronic Filing Perparation 95 ELM Computer Systems About 16 English Switch to 130 Enter Recipient Payee Data 65 Entering Dataina Slip 44 Event Viewer 119 Excel Import from 111 Excel Open Template 116 Fi 42 F2 42 F4 42 Federal Returns Electronic Filing Internet 100 Field Override 42 Field Override Calculated 44 File Locations 128 File Menu 30 Filing Limitations Internet Quebec Returns 105 Filing Status Company 87 Filing Electronic 123 First Slip 42 Form Print 42 Forms Menu 33 French Switch to 130 General Information Company 56 Global Changes Adjustment Options 109 Global Changes Contact Information 110 Global Changes Slip Information 110 H Harddrive 12 Hardware Requirements 12 Headings Import Files 141 Help 42 44 Help Menu 41 Icons Special 43 Import File Header Company 142 Import File Header NR4 143 Import File Header RL 1 155 Import File Header RL 15 183 Import File Header RL 16 189 Import File Header RL 17 192 Import File Header RL 18 194 Import File Header RL 2 180 Import File Header RL 25 196 Import File Header RL 3 167 2012 ELM Computer Systems Inc Index 201 Import File Header RL 8 182 Import File Header RRSP 145 Import File Header T1204 146 Import File Header T2200 147 Import File Header T2202A 151 Import File Header
140. can be done manually using Active Directory or through any of a variety of scripting tools A eForms icon will appear on the workstation s desktop which must be double clicked to complete the installation If the workstation is disconnected from the network eForms will still operate but will not be able access the User Profile 20 and any data files located on the network In most cases program updates need only be installed on the server to have the update propagate to each workstation Refer to Important Note for Network Administrator Installation 2 above for NETNODE EXE installation instructions 3 Terminal Servers Using eForms in a Terminal Server environment requires that a Workstation Installation of eForms be performed at the console of your Terminal Server using the appropriate Terminal Server application installation protocols 4 Databases Whether your computers have a Workstation Installation a Network Administrator Installation or both any eForms databases created by one installation can be opened by the other The only caveat to this is that all eForms installations accessing a given database must be at the same revision level you can see the revision of any eForms installation by selecting About from the Help menu Installing Program Updates Updated versions of eForms may be released in response to user requests program updates or bug fixes Your software license entitles you to download and install these updates at no
141. ch adjustment option affects entered data CPP QPP Adjustment Options 581 El Adjustment Options 581 PPIP QPIP Adjustment Options 591 Transfer Over Remittance 59 Reversing Adjustments There are two methods of reversing the adjustments that have been made to T4 and RL 1 slips Once complete all adjusted values will have been returned to their original values e Reverse the adjustment on an individual adjusted T4 by clicking the Unadjust button on the T4 data entry form The adjusted CPP QPP EI and tax values will be hidden e The adjustments on all of the slips for the company can be reversed by selecting Adjust Unadjust T4 Slips from the Company menu and clicking the Undo adjustments bution 2012 ELM Computer Systems Inc Part Producing Reports 73 8 8 1 8 1 1 8 1 2 Producing Reports Performance Paper amp Serial Numbers Print Performance amp Quality Optimizing Printing Speed You may find that printing speed sometimes leaves something to be desired Unfortunately there is nothing you can do to improve printing speed when using the Quick Print option as this process uses the PDF printer built into eForms which is not modifiable by the end user If you use the Preview and Print option instead you may be able to improve print speeds slightly as this process previews all print jobs in Adobe Reader and uses the print routines in Adobe Reader to send the data to the pri
142. changed without notice the screen captures below may not be current When the Internet filing option is selected as the destination for the Electronic Filing submission an Internet Filing dialog box will appear once the Process button is selected You will be warned if the file size exceeds the maximum of 150Mb allowed by the Revenu Qu bec for Internet filing Make note of the information given and click the Go to Internet Filing Page button to continue The following web page will be opened Revenu E3E3 Qu bec ana Home Site Map Contact Us Qu bec Portal Help Francais CITIZENS gt BUSINESSES gt ONLINE SERVICES DEPARTMENT gt FORMS AND PUBLICATIONS Online Services Forms Publications Administrative Documents a A All Individuals Businesses Self employed persons If you wish to Income tax Consumption taxes transmission of RL Internet transmission of RL slips m How to proceed To use this Useful links Authorized Software Validation of RL slip data files in XML format Security and system NONE Purpose ofthe transmit your RL slip data by Internet Documents service Users Individuals who carry on a business self employed persons corporations partnerships and other legal persons Contact Us Conditions for Must have a user name and a password use Must have a transmitter number Must use software approved by Revenu Qu bec Please not
143. claimer 2012 ELM Computer Systems Inc 18 AvanTax eFORMS 2011 The Package The program and the User Manual is licensed as is without warranty of any kind either express or implied including but not limited to the implied warranties of merchantability and fitness for a particular purpose without limitation all warranties against infringement or the like respecting the package are hereby disclaimed by us We do not warrant that any functions contained in this package will meet your requirements or that your use of the package will be uninterrupted or error free We shall have no liability to you or any third party regarding the package the User Manual or otherwise in warranty contract tort or otherwise In no event will we be liable for any direct incidental special indirect general or consequential damage or loss of any nature such as damage to property damages resulting from delay claims of third parties loss of profits or injury to person which may arise in connection with the use of or inability to use this package This clause shall survive failure of an exclusive remedy We specifically disclaim liability for any and all forms or other files or information generated by the Package for submission to Canada Revenue Agency or Revenu Qu bec It is the users responsibility to ensure that the proper forms are used and with respect to the Relev slips that the serial numbers on the forms are unique and wit
144. clicking the Look up your authorization code button on this screen or by viewing their Client Profile at our online store eForms is copyright c 1987 2011 by ELM Computer Systems Inc Please refer to the License Agreement 17 for full details of the agreement between ELM Computer Systems Inc and the purchaser users of the package User Names and Passwords eForms Plus amp Enterprise Only If you use either eForms Plus or Enterprise you will be prompted for a user name and password upon starting the software You can enter any name you wish to use for a username not necessarily your computer or network user name A unique user ID should be assigned to each user as simultaneous logins by the same user name could result in data access problems 1 LogOn l 2011 ERI Lissas Username PETER eFORMS pereen 4 Each time a new user is entered you will be prompted to create an account and password for the user You are not required to create a password but it is recommended that you do so in environments where greater data privacy is required You can change the password at any time by selecting the Change Your Password 125 option from the Setup 37 menu Please keep track of your password as it is difficult to recover if misplaced Users can use the language button at the top right of the logon screen to toggle between the English or French user interface The language can also be changed us
145. contain T5018 Heading Description Type Size Comments amp Examples NAME Recipient name Text 30 Required LASTNAME Recipient last name Text 30 Required FIRSTNAME Recipient first name Text 12 INITIAL Recipient initial Text 1 ADDRESS1 Address line 1 Text 30 ADDRESS2 Address line 2 Text 30 CITY City Text 28 PROV Province code Text 2 POSTAL Postal code including space Text 10 COUNTRY Country in address Text 3 CAN USA etc PAYMENTS Construction subcontractor payments 22 Currency SIN Recipient s ID number BN or SIN 24 Text 15 SLIPSTATUS Status of slip Text 1 O Original A Amended or Cancelled RECTYPE Recipient type Text 1 1 Individual 3 Corporation 4 Partnership PARTNERSHIPID Parnership s Filer ID Text 9 TEXTATTOP Optional text to print at top of slip Text 15 EMAILADDRESS Recipient email address Text 255 eForms Enterprise only OKTOEMAILSLIP Permission granted to email slip Yes No eForms Enterprise only COMPANY NAME1 Company associated with slip Text 30 eForms Enterprise only 2012 ELM Computer Systems Inc 178 AvanTax eFORMS 2011 13 4 20 TFSA Headings eForms Plus amp Enterprise Only Cell A1 import from Excel or the first data element import from CSV must contain TFSA Heading CONTRACTNUMBER LASTNAME FIRSTNAME INITIAL ADDRESS1 ADDRESS2 CITY PROV POSTAL COUNTRY SIN BIRTHDATE ACCOUNTCLOSEDTHISYEAR ACCOUNTCLOSEDTHISYEARNO CLO
146. cribes and or comprises the program are vested in ELM Computer Systems Your right to use the program is conditional upon and limited by the terms and conditions of this license You nnt modify adant translate reverse ennineer 1 Do Not Agree Agree Cancel lt Back Confirm amp Complete the Installation Confirm the installation by clicking Next at which point the installation will complete Click Cancel to cancel the installation or click Back to modify installation parameters 2012 ELM Computer Systems Inc 2 1 Installing AvanTax eForms 23 nto or ox 7 E oto 21 i Confirm Installation P Installing AvanTax eForms 2011 Ee Installation Complete The installer is ready to install AvanT ax eForms 2011 on your computer AvanTax eForms 2011 is being installed AvanTax eForms 2011 has been successfully installed Click Next to start the installation Click Close to exit Cancel Cancel lt Back NOTES 1 Workstation Installation A Workstation installation enables each workstation to access data files stored on a network resource but eForms updates must be installed individually for each installation 2 Network Administrator Installation After a Network Administrator installation you must run NETNODE EXE in the Network Administrator installation folder on each workstation that will have eForms installed This
147. csscccceseeeceeeeeeeeeeeeeeeeeeeeeeneeseeeesneeseeesneeeseeeseeeseeessneeseeeeneeseeeeenes 67 DOLCE M N 68 utis eget ace ete ti d Uer nece dusk EEA e redeo 69 amp EE ERR 69 Part VII Adjusting CPP QPP EI amp PPIP T1 2012 ELM Computer Systems Inc AvanTax eFORMS 2011 1 2 Part VIII 1 OO A 10 Part IX Part XI Applying Adjustments to T4 and RL 1 Slips esee eene ennt 71 Reversing 71 Producing Reports 73 Performance Paper amp Serial 73 Print Performance amp Quality inire recenti a a a eae Aa adaa rained iaeiaiai 73 Paper Requirements 73 Using Serial Relev Numbers RL Slips ccssceeseeeeeeeeeeseeeneeesesseeeeeseeeseesseessessensseesenesensneeseeeaeensensenesensenes 74 ene reed dese iie 75 Company Selection 75 Idein LI 76 side
148. cy Currency Currency Currency Currency Currency Currency Text 30 Text 30 Text 30 Currency For net pay calc Numeric 9 Numeric 9 Numeric 9 Numeric 9 Text 15 Text 7 Currency Text 20 Text 7 Currency Text 20 2012 ELM Computer Systems Inc 158 AvanTax eFORMS 2011 Heading XBOX03 XTXTOS3 XBOX04 XAMT04 XTXT04 Description data Additional Information Box 3 Box number Additional information Box 3 Currency data Additional information Box 3 Character data Additional Information Box 4 Box number Additional information Box 4 Currency data Additional information Box 4 Character data Type Size Comments amp Examples Text 7 Currency Text 20 Text 7 Currency Text 20 2012 ELM Computer Systems Inc Appendices 159 13 4 9 T4A Headings eForms Plus amp Enterprise Only Cell A1 import from Excel or the first data element import from CSV must contain T4A Heading Description Type Size Comments amp Examples LASTNAME Employee last name Text 30 Required FIRSTNAME Employee first name Text 12 INITIAL Employee initial Text 1 ADDRESS1 Address line 1 Text 30 ADDRESS2 Address line 2 Text 30 CITY City Text 28 PROV Province code Text 2 POSTAL Postal code including space Text 10 COUNTRY Country code Text 3 YEAR Year Integer 4 2011 SLIPSTATUS Status of slip Text 1
149. d New Taiwan Dollar Somoni Tanzanian Shilling Baht U S Dollar CFA Franc BCEAO New Zealand Dollar Pa anga Trinidad amp Tobago Dollar Tunisian Dinar Turkish Lira Manat U S Dollar Australian Dollar Uganda Shilling Hryvnia UAE Dirham Pound Sterling WST EUR STD SAR RSD SCR SLL SGD EUR EUR SBD SOS ZAR EUR LKR SDG SRD NOK SZL SEK CHF SYP TWD TJS TZS THB USD XOF NZD TOP TTD TND TRY TMT USD AUD UGX UAH AED GBP 2012 ELM Computer Systems Inc 140 AvanTax eFORMS 2011 Japan Yen JPY United States U S Dollar USD Jersey Pound Sterling GBP U S Minor Outlying Is U S Dollar USD Jordan Jordanian Dinar JOD Uruguay Peso Uruguayo UYU Kazakhstan Tenge KZT Uzbekistan Uzbekistan Sum UZS Kenya Kenyan Shilling KES Vanuatu Vatu VUV Kiribati Australian Dollar AUD Vatican City State Euro EUR NE People s North Korean Won KPW Venezuela Bolivar Fuerte VEF Korea Rep of Won KRW Viet Nam Dong VND Kuwait Kuwaiti Dinar KWD Virgin Islands British U S Dollar USD Kyrgyzstan Som KGS Virgin Islands U S U S Dollar USD Peoples Dem gin LAK Wallis amp Futuna CFP Franc XPF Latvia Latvian Lats LVL Western Sahara Moroccan Dirham MAD Lebanon Lebanese Pound LBP Yemen Yemeni Rial YER Lesotho Rand ZAR Zambia Zambian Kwacha ZMK Liberia Liberian Dollar LRD Zimbabwe Zimbabwe Dollar ZWL 13 3 3 Province Sate Codes The following abbreviations apply to the provinces of Can
150. d with adjusting T4 and RL 1 slips for a company d Start Page 3 Company lt gt Adjustment Report DEMO DEMO E PETER Select Current Company User Defined Groups n L Save As Exception Display and process in selection sequence 1 selected lt Less Options M Detail Summ Detail Sort slips by Name Refresh Data Refer to the section Company Selection 75 for details on selecting companies to include in this report Refer to the section Printing Options 77 for details on Quick Print Preview amp Print and other options Options Select whether you require a detailed or summary report and whether you wish the results to be displayed in Name 9 1 or Employee Number order Preview Print Perform the adjustment calculations and create the adjustment report The adjustments will be made according to the adjustment options you have entered for the company See Adjusting T4s 57 for further information about the adjustment options The report will appear as a PDF file on your monitor The report can be saved to file printed exported or emailed from the preview window Adjust Slips Adjusts the CPP QPP and EI for all of the employees in the selected companies without producing the Adjustment Report The adjustments will be made according to the adjustment options you have entered for the company
151. d eForms version ii The function is not required by the current form iii A database has not been opened or iv No data has been entered Company Menu The Company Menu will not be activated until a database has been opened using the File menu Company Forms Tools Setup Company Forms Tools Setup Repo New Company New Company Select Company Select Company Edit Company Information Edit Company Information Delete Company Delete Company Adjust Unadjust T4 Slips Adjust Unadjust T4 Slips Unlock All Companies in Database Unlock All Companies in Database Company Filing Status Company Menu Lite Basic amp Plus Company Menu Enterprise New Company Used to create a new company Select Company Selects from a list of existing companies Edit Company Information Used to change general Company Information 56 Adjustment Options 57 Adjustment Options and Net Pay 601 calculation settings Delete Company Deletes the current company after confirmation Adjust Unadjust T4 Slips Opens the Adjustment Report s2 to adjust the T4 RL 1 slips for the current or selected companies Unlock Companies in Database Closes all companies locked open either by improper program termination or by not exiting eForms Company Filing Status Enterprise Opens the Filing Status 87 window in which the filing status of information returns for any company can be reported Items that are greyed out are not available
152. d file when the Print window is closed If Save PDF file is not selected the PDF will be deleted when the Print window is closed This is a system wide setting the setting selected will be used by all users and for all reports For eForms Plus and Enterprise only the administrator may change this selection Note When using Adobe Reader to print PDF reports for submission you must first turn off all scaling options within Adobe Reader to ensure that the printed reports will meet the requirements of the CRA and Revenu Qu bec Failure to do so may result in your submission being unacceptable by the CRA or Revenu Qu bec Scaling is not a concern when using the Quick Print button to send reports directly to your printer as this bypasses Adobe Reader Save in client folders This option is only available when the Group output by option has been set to Company Select this option if you wish to save PDFs in user assigned client folders The folder path is stored in the company record If no folder path has been stored for a company included in the print job or if the folder is not accessible eg it is a network folder and you are not connected to the network you will be prompted for the folder location even if the Prompt for each client folder option is not selected Separate PDFs for each copy number Check this box to create a PDF file for each copy or company selected Leave unchecked to create a single PDF file The Separate PDFs for each copy nu
153. database Data for the slip in question will be added to the data existing in eForms Enterprise as a new slip If the slip already exists in the eForms database it will be overwritten Update existing slips based on linking field This option will update existing data in the eForms Enterprise by use of the linking field The linking field can be any field that is unique to each recipient such as SIN During the import existing data for the recipients indicated by the linking field will be updated with the data appearing in the import file If no existing recipient is found matching the linking field you can use the When linking field is missing or not found option to either stop processing the import data or skip the record for which no linking field is found 11 4 3 Import from XML File eForms Plus amp Enterprise Only You can use the XML Import tool to import data from an XML file From the Tools menu choose Import then Import from XML File and finally whether you wish to import CRA shown or MRQ data Start Page 8 Import XML CRA X File to Import Select an XML file containing one or more retums of the following types NR4 RRSP T3 T4 T4A NR T4RIF T4RSP T5 T1204 T5007 T5008 T5018 Browse Company Import transmitter information from this file into Setup gt User Import into curent company Settings Electronic Filing e io new wees Do not validate XML file before starting import mot cose
154. ddress line 2 Employment code n City Province E CPP pensionable weeks 52 00 Status of sip 0 E original Postal code Country Province of employment 10 8 Year 2010 nb 2esiip Entered Adjusted Employment income 14 0 00 Employee s CPP contributions 16 0 00 Employee s QPP contributions 17 0 00 Employee s El premiums 18 0 00 RPP contributions 20 0 00 Income tax deducted 22 0 00 El insurable eamings 24 0 00 ERRORS AND WARNINGS eamings 26 0 00 gt Last name must be entered Exempt 28 Jel PPIP Do not adjust cPPaPP PPIP 3 Union dues 44 0 00 Charitable donations 46 0 00 RPP DPSP registration 50 Pension adjustment 52 0 00 PPIP premiums 55 0 00 PPIP insurable eamings 56 0 00 Other Information Box 1 0 00 Box 4 0 00 2 0 00 Box 5 0 00 Box 3 B 0 00 Box 6 B 0 00 Optional text to print at top of slip Surname First name Initial Enter the recipient s surname first name and initial in the appropriate field Due to CRA requirements for electronic filing the surname field is limited to 20 characters and the first name field is limited to 12 characters Some forms such as the T5 and the RL3 will display different recipient name entry fields depending upon 2012 ELM Computer Systems Inc 6 6 Entering Recipient Payee Information 67 whether the recipient is an individual a corporation or otherwise Address line 1 En
155. djustment Options 581 PPIP QPIP Adjustment Options 591 Transfer Over Remittance 595 12 1 3 Data Entry Pages Each of the data entry pages contains check boxes corresponding to the boxes on the data entry form As you enter slip information it may not be necessary for you to enter information into each box as some may be left blank or they may contain a default value Place a check mark beside the name of each box where you want the cursor to stop and remove the check mark from beside any box where you do not require the cursor to stop The following is a sample of the T4 Data Entry page Start Page User Settings User Settings 1 New Company Defaults 2 Adjustment Options 3 Data Entry 4 Electronic Filing 5 Options mm m rm n Rr r When entering T4 slips the cursor will automatically move to the selected boxes V Employee name V 17 QPP contributions V 55 PPIP premiums Address line 1 7 18 El premiums V 56 PPIP insurable eamings 7 Address line 2 V 20 Pension plan contributions V Other information 1 V City 7 22 Income tax deducted Other information 2 Province V 24 El insurable eamings V Other information 3 Postal code V 26 eamings V Other information 4 Country V 28 CPP GPP exempt Other information 5 J Tax year V 28 El exempt Other information 6 12S 1 N V 28 PPIP exempt V Emplo
156. e Demo 2011 10 03 07 50 04 ZIP Use maximum 2 Password Confirm password The following database will be backed up C Users Peter Rhebergen Documents T4 TimeSaver NET 2011 Data Demo T11N Finish Cancel Folder Enter the name of the folder where you wish to save the backup file This folder can be on any storage media accessible to the computer running eForms including external and removable storage devices File Name Enter the name you wish to use for the backup file This name does not need to have any association with the name of your database or company it is simply a name that will allow you to quickly sort through backup files and pick the appropriate file to restore see below We do recommend including the date in the file name so it will be easier to select a backup file from a specific point in time when performing a restore The combination of your selected folder and file name is displayed in the lower left corner of the backup dialogue Password Confirm Password You may optionally secure the backup file by creating a password Enter the password if desired in the Password field and confirm the password in the Confirm Password field Passwords can be a combination of any letter number or symbol to a maximum length of 30 characters Passwords are case sensitive NOTE Record your password and store it in a secure location as the backup file will no longer be accessible if the password has been l
157. e 1 2 amp 6 Text 1 LASTNAME2 Second beneficiary last name type 1 2 amp Text 30 FIRSTNAME2 Second beneficiary first name type 1 2 amp Text 30 INITIAL2 Second beneficiary initial type 1 2 amp 6 Text 1 ADDRESS1 Address line 1 Text 30 ADDRESS2 Address line 2 Text 30 CITY City Text 28 PROV Province code Text 2 POSTAL Postal code including space Text 10 COUNTRY Country in address Text 3 CAN USA etc BENEFICIARYNUM Employer assigned number Text 20 TRANSIT Bank transit number Text 10 RECTYPE Recipient type 23 Text 1 1 Individual 2 Joint account 3 Corporation 4 Association trust club or partnership 5 Government or international org 6 Spouse of trust settlor or spouse REPORTCODE Status of slip Text 1 R Original A Amended or D Cancelled SIN2 Second beneficiary SIN Text 9 ACTUALDIVIDENDS Non Eligible Dividend amount Currency ACTUALDIVIDENDS_E Eligible Dividend amount Currency CAPGAINS Total net Capital Gains Currency CAPGAINSEXEMPTION Farm or small business capital gains Currency OTHER QPP and other amounts Currency CANCELLED Amounts cancelled Currency TAXABLEDIVIDENDS Taxable amount of dividends Currency 2012 ELM Computer Systems Inc Appendices 197 Heading Description Type Size Comments amp Examples TAXCREDIT Amount of dividend tax credit Currency FOREIGNTAX Income tax paid to a foreign government Currency QUEBECTAX Qu bec income tax withheld Currency SEC
158. e Filing Status s button allows you to select companies to include in the adjustment report based on their Filing Status Filter Clicking on the Filter button allows you to select companies to include in the adjustment report based on any combination of Filing Status Electronic Filing Status Printing Status Company Category or Active Slips 2012 ELM Computer Systems Inc 76 AvanTax eFORMS 2011 8 2 2 8 2 3 Clear All Use Clear All to clear the current company selection User Defined Groups You can create a user defined group of companies by selecting companies as noted above and saving the selection list by clicking the Save As button You will be asked to enter a name for the selection The name you use will be added to the companies drop down list If you subsequently make changes to the list use the Save button to save your changes Use Rename to change the group name or Delete to delete the group altogether List will create a report listing the companies included in the group Exception will create a report listing any companies that are not included in any groups The user defined groups defined here will be available from any report or form printing menu Layout Options Sort slips by Choose the order in which you wish the slips to print Name Data Entry Sequence SIN Employee Number Postal Code Province of Employment Layout Select either the Table or Memo style of layout Orientation
159. e Only Changes made using this tool cannot be reversed Refer to the section Company Selection 75 details on selecting companies to be included in this process When Remove inactive slips only is checked only inactive zero value slips will be removed X Sample Company Show eventsfrom 1 1 2009 Showeventsto 10 8 2009 Select Be Al Companies User Defined Groups Save Rename List Save As Delete Exception 1 selected B Events All Events Company Database New company added 9 17 2009 4 04 PM 9 17 2009 3 35 PM Database created as F Users PETER T4N Data Sample TOSN The Event Viewer gives an administrator the tools necessary to prepare detailed reports on significant events occurring during the use of eForms Enterprise It is intended to serve as an aid to data entry analysis and can also 2012 ELM Computer Systems Inc 120 AvanTax eFORMS 2011 assist in forensic analysis of system performance Refer to the section Company Selection 75 for details on selecting companies to include in this report Note In situations where both English and French are or have been used as the default language of the eForms you may notice that English and French events could be interspersed with each other This is normal and is dependant on the language in use at the time the entry was made
160. e that our computer systems do not support this service for Macintosh To obtain your password your access code and information on the procedure for using this new transmission method contact the Division de l acquisition des donn es lectroniques by telephone at 418 659 1020 or toll free at 1 866 814 8392 by fax at 418 646 0713 Obligation to file RL 1 RL 2 and RL 25 slip data on magnetic media or by Internet Under section 37 1 1 of the Act respecting the Minist re du Revenu the Minister of Revenue has the power to require a category of persons to file their RL slips electronically or on magnetic media The Minister of Revenue has required all agents who submit more than 500 RL 1 RL 2 or DI 95 cline tn fila there cline an DID in YMI farmat ar hu http www revenu gouv qc ca en sept services sgp_rl_Internet default aspx Click the Access to service button which will open a logon page where you will enter the username and password assigned to your firm by the Revenu Qu bec Once this information has been entered and validated you will be prompted to upload a file containing the company data in XML format to the Revenu Qu bec website Here you will be prompted to upload the XML file created by eForms that contains the company data in XML format to the Revenu Qu bec website The XML file will be located in eForms XML Output folder This folder can be located by using the FILE LOCATIONS o
161. elected companies will be included in the tool action User Defined Groups Allows the user to define a group of companies such as all companies under the authority of a specific individual and save that group for future activity The buttons in this section have the following function Save Saves changes to the current group Rename Renames the current group List Lists all groups Save As Creates a user defined group prompting the user for a descriptive name Delete Deletes the current group Exception Lists all companies not currently belonging to any group Setup Menu Setup Reports Windows User Settings Setup Reports Windows Help User Settings Data File Security Contribution Rates and Constants File Locations Change Authorization Code Edit Setup Files Language Setup Menu Lite amp Basic User Administration Data File Security Contribution Rates and Constants File Locations Change Authorization Code Change Your Password Edit Setup Files 4 Language Setup Menu Plus amp Enterprise User Settings Configures per user settings for New Company Defaults 122 T4 Adjustment Defaults 122 Data Entry 123 Electronic Filing 55 1 and other Options 125 User Administration Plus amp Enterprise Opens User Administration 1261 dialogue to create modify or delete user accounts manage database access restrictions and create a default user template Contribution Rates a
162. eletes the current slip from the current company Ctrl P Opens the print window with the current employee selected if applicable Ctrl S Allows you to select from the list of slips for the current company and return type Ctrl PgUp Moves to the first slip for the current company PgUp Moves to the previous slip for the current company PgDn Moves to the next slip for the current company and adds a new slip if the current slip is the last slip Ctrl PgDn Moves to the last slip for the current company Shift F6 Pastes the address of the current company into the displayed information slip F7 Copies employee name and address data from the displayed information slip Shift F7 Pastes copied employee name and address data into the displayed information slip Special Icons A variety of special icons are used throughout eForms to indicate additional features information or options These are listed below Indicates the presence of a selection list for a data entry field press the F2 key to display Used to Override the Calculated Field 4 Indicates that further information is available for a data entry field Indicates that the Adjustment Report s has adjusted the original data Indicates that the full text of a truncated label is visible on mouse over French only lei Indicates that you can browse your computer for the required information used in E Mail Recipient Slips 85 only _ Indicates that the desig
163. elev form to which they apply and over type each other 2012 ELM Computer Systems Inc Part VII 7 1 7 2 Adjusting EI amp 71 Adjusting CPP QPP EI amp PPIP Applying Adjustments to T4 and RL 1 Slips There are two methods of adjusting T4 and RL 1 slips All adjustments are made based on the Adjustment Options 57 settings for the current company e Adjust only the currently displayed T4 or RL 1 by using the Adjust button on the slip s data entry form Because only the current slip is being adjusted adjustments made using this method will not be included in the corresponding T4 or RL 1 summary or on any submission to the CRA or Revenu Qu bec e Adjust all slips for the company by using the Adjust Unadjust 4 Slips from the Company menu You can exempt individual slips that should not be adjusted by checking the Do not adjust CPP QPP and or El boxes Adjustments made using this method will be included in the corresponding T4 or RL 1 summary and on any submission to the CRA or Revenu Qu bec The adjustment report can be produced by selecting Adjust Unadjust T4 Slips from the Company menu and clicking Adjust Slips Report or you can select Adjustments from the T4 submenu of the Reports menu In either case an Adjustment Report window will open See Printing Adjustment Reports amp for further details Refer to the following topics for detailed information on how ea
164. en configured for a company included in the print job or if the folder is not accessible you will be asked to provide a name for the folder location even if the Prompt for output folder option is not selected Separate PDFs for each copy number Check this box to create a PDF file for each copy or company selected Leave unchecked to create a single PDF file The Separate PDFs for each copy number will be selected automatically if Save in Client folders has been selected Prompt for output folder Check this box to have eForms prompt you for the location where PDF files will be saved The folder will be saved when printing slips for a single company the next time you print slips for this company the prompt will display this location You will be prompted for the output folder whether or not a folder has been entered in the company record Separate PDF file for each recipient Copy 2 3 Enterprise When E Mailing Recipient Slips 8 you can use this option to create a separate PDF file for each recipient If this option is not selected then all recipient slips will be saved to a single PDF document Printing Options Quick Print Prints the selected slips to the default printer without previewing the PDF The default printer is set using your Windows Control Panel See A Note on Printing Reports 731 for additional information Preview Print Creates the slips in PDF format and displays them in Adobe Reader or Adobe Acrobat The PDF files wil
165. ency Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency 2012 ELM Computer Systems Inc Appendices 161 Heading GROUPTERMLIFE VETERANSBENEFIT APPRENTICESHIPINCENTIVE TAXDEFPATDIVIDENDS RPPPRE1990 REGISTEREDDISABILITY WAGEEARNERPROTECTION VARIABLEPENSION TEXTATTOP EMAILADDRESS OKTOEMAILSLIP COMPANY NAME1 Description Group Term Life Insurance Benefit 119 Veteran s benefits 127 Apprenticeship Incentive Grant 130 Tax deferred patronage dividends 129 RPP pre 1990 past service 126 Registered disability savings plan 131 Wage earner protection program 132 Variable pension benefits 133 Optional text to print at top of slip Recipient email address Permission granted to email slip Company associated with slip Type Size Comments amp Examples Currency Currency Currency Currency Currency Currency Currency Currency Text 15 Text 255 Yes No Text 30 eForms Enterprise only eForms Enterprise only eForms Enterprise only 2012 ELM Computer Systems Inc 162 AvanTax eFORMS 2011 13 4 10 T4ANR Headings eForms Plus amp Enterprise Only Cell A1 import from Excel or the first data element import from CSV must contain T4ANR Heading Description Type Size Comments amp Examples L
166. enezuela VIR Virgin Islands US YUG Yugoslavia ZMB Zambia The following abbreviations apply to commonly used currencies use OTH where none of the following apply Country Name Currency Code Country Name Afghanistan Afghani AFN Aland Islands Euro EUR Liechtenstein Albania Lek ALL Lithuania Algeria Algerian Dinar DZD Luxembourg American Samoa U S Dollar USD Macao Andorra Euro EUR Kwanza AOA Madagascar Anguilla East Caribbean Dollar XCD Malawi Antigua Barbuda East Caribbean Dollar XCD Malaysia Argentina Argentine Peso ARS Maldives Armenia Armenian Dram AMD Mali Aruba Aruban Guilder AWG Malta Currency Code Libyan Dinar LYD Swiss Franc CHF Lithuanian Litas LTL Euro EUR Pataca MOP Denar MKD Malagasy Ariary MGA Kwacha MWK Malaysian Ringgit MYR Rufiyaa MVR CFA Franc BCEAO XOF Euro EUR 2012 ELM Computer Systems Inc 138 AvanTax eFORMS 2011 Australia Australian Dollar AUD Marshall Islands U S Dollar USD Austira Euro EUR Martinique Euro EUR Azerbaijan Azerbaijanian Manat AZN Mauritania Ouguiya MRO Bahamas Bahamian Dollar BSD Mauritius Mauritius Rupee MUR Bahrain Bahraini Dinar BHD Mayotte Euro EUR Bangladesh Taka BDT Mexico Mexican Peso MXN Barbados Barbados Dollar BBD Fed St USD Belarus Belarussian Ruble BYR Moldova Rep of Moldovan Leu MDL Belgium Euro EUR Monaco Euro EUR Belize Belize Dollar BZD Mongolia Tugrik MNT Benin CFA Franc BCEAO
167. erprise Only The is used exclusively by eForms Enterprise to enable importing data for multiple payers employers companies To use this field simply enter the name of a company already existing in the eForms database for each slip to be imported to that company and the data will be saved to the appropriate company during import is a text field that can contain up to 30 characters 7 Save and close the Excel spreadsheet NOTE All instances of the import file must be closed before continuing to the next step 8 Start eForms From the Tools menu choose Import and then Import from Excel File 2012 ELM Computer Systems Inc Using Tools to Manipulate Data 113 i Start Page 83 Import From Excel File X File to Import Select an Excel file Browse Select a sheet from the workbook Type of data records in this sheet X Company Import into company Skip data validation Impor into a new company Import into companies in the Company Name1 column Add Update Options Add new slips to the database Update existing slips based on linking field Import Close 9 Browse to the location of the Excel file you just created 10 Indicate which sheet in the spreadsheet you wish to import data from The Type of data records in this sheet field should indicate the correct data type automatically 11 eForms Enterprise Only Indicate whether you
168. esdabersaus 189 7 5 m 192 RL 18 Headings crimini teen epiac adoa onim er dn sasarandsavesddenusssderdaudseubaceusuesacsesecsesstendsereena 194 ABA ID R 196 Index 199 2012 ELM Computer Systems Inc Foreword Foreword We at ELM Computer Systems Inc would like to thank you for using AvanTax eForms It is thanks to suggestions from our clients both new and returning that eForms has become the quality product that it is today Thank you 2012 ELM Computer Systems Inc art 1 1 Introduction 11 Introduction About AvanTax eForms NOTE As of September 2011 T4 TimeSaver has been renamed to AvanTax eForms It s still the same software and we re still the same people but we wanted our name to better show that we do more than T4s Other than the name and a bit of a face lift there is no difference between eForms and the software you once knew as T4 TimeSaver Since its introduction as T4 TimeSaver in 1988 AvanTax eForms has been used by thousands of Canadian businesses each year to reliably produce CRA and Revenu Qu bec information returns eForms enables its users to easily enter or import data process for specific errors and submit paper and or electronic returns Originally written for MS DOS in 1988 T4 TimeSaver was rewritten for Windows in 1997 and subsequently updated to use the NET framework v
169. ess number instead Status of Slip Relev Code Enter the appropriate code to designate whether the slip is an original cancelled or amended slip For federal information slips and the RL1 amp RL3 provincial Qu bec information slips the options are e O Original designation on CRA information slips R on MRQ information slips e A Amended designation on CRA amp MRQ information slips e C Cancelled designation on CRA information slips D on MRQ information slips Errors and Warnings Messages regarding incomplete or missing data will be displayed in this area Optional text to print at top of slip Enter text that should be printed at the top of the slip Unique Data Fields amp Buttons Other Income Record other income in the boxes provided at the bottom of the window The type code of the income should be indicated in the Box field with the corresponding Amounts directly beside Press F2 or double click the box field to display a list of available codes See your Tax Guide for a list and description of appropriate type codes S I N Validation Most forms eForms will check the validity of the S I N entered and will display the contents of the S I N box to red if the S I N is invalid You can however ignore the warning and continue to enter other information The formula used to test the value of the S I N is found in the CRA Publication Formulae for Federal and Provincial Deductions for Computer Users 201
170. estoring data to an existing folder please be aware that any data in that folder with the same name as is contained in the backup file will be overwritten If other users have the file open at their workstations the restore will fail If there is a password for the Backup Enter the password if any that was used to create the backup Please note that passwords are case sensitive Once all the settings have been configured to your satisfaction you can click the Finish button to restore your data Once the data has been restored you can access it through eForms Open Database 477 function Repairing a Database The database repair routine in eForms performs two functions It compacts databases to save space and it recovers from certain types of file corruption However situations such as physical damage to the data storage media hard drive or disks or inadvertent erasure of files cannot be rectified by database repair routine WARNING IN NO CASE SHOULD YOU RELY SOLELY ON THE DATABASE REPAIR ROUTINE OF eForms TO PROTECT YOUR DATA FROM ACCIDENTAL ERASURE OR ANY OTHER LOSS OR CORRUPTION YOU ARE RESPONSIBLE FOR ENSURING THAT ADEQUATE BACKUP COPIES OF YOUR DATA ARE MADE ON A REGULAR SYSTEMATIC BASIS When to repair a database eForms constantly checks the validity of its files and will report any corruption found This could occur if you had turned off the computer or re booted without exiting eForms or had a power failure If you run out o
171. ew one each year Select Data file s to be Converted Highlight the file s you wish to convert eForms will create a new file with the same name but with a T11N extension in the same directory as the original 2010 database Only the highlighted file s will be converted when the Convert button is clicked Remove Slips The Remove Slips function allows you to remove all slips of any type for any company in the database 2012 ELM Computer Systems Inc Using Tools to Manipulate Data 119 11 9 Start Page 08 Event Viewer Companies E Start Page User Settings Remove Slips Companies selec Lom Sample Compar Sample Company Current Company x User Defined Groups Save Rename List Save As Delete Exception 0 E Display and process in selection sequence Types of Slips to Remove Option Select All F 2 E Remove inactive slips only T4 E RB Recens pm 15 To remove inactive slips only slips with 7 l R25 dollar amounts check the box above TAARCA Note that RL 1 slips will be removed with Remove Close owe T4 slips and RL 3 slips will be removed Remove T1204 with T5 slips 7 722024 T5013 7 T5018 Event Viewer AvanTax eForms Enterpris
172. ext 30 eForms Enterprise only 2012 ELM Computer Systems Inc 194 AvanTax eFORMS 2011 13 4 28 RL 18 Headings eForms Plus amp Enterprise Only Cell A1 import from Excel or the first data element import from CSV must contain R18 Heading Description Type Size Comments amp Examples NAME1 Beneficiary name line 1 type 3 amp 4 Text 30 Required type 3 amp 4 NAME2 Beneficiary name line 2 type 3 amp 4 Text 12 LASTNAME1 First beneficiary last name type 1 amp 2 Text 30 Required type 1 amp 2 FIRSTNAME1 First beneficiary first name type 1 amp 2 Text 30 INITIAL 1 First beneficiary initial type 1 amp 2 Text 1 LASTNAME2 Second beneficiary last name type 1 amp 2 Text 30 FIRSTNAME2 Second beneficiary first name type 1 amp 2 Text 30 INITIAL2 Second beneficiary initial type 1 amp 2 Text 1 ADDRESS1 Address line 1 Text 30 ADDRESS2 Address line 2 Text 30 CITY City Text 28 PROV Province code Text 2 POSTAL Postal code including space Text 10 COUNTRY Country in address Text 3 CAN USA etc TAXYEAR Tax year Integer 4 2011 RECIPIENTNUMBER Recipient number Text 20 RECTYPE Recipient type Text 1 1 Individual 2 Joint account 3 Corporation 4 Association trust club or partnership REPORTCODE Status of slip Text 1 R Original A Amended or D Cancelled SIN Beneficiary SIN Text 11 SIN2 Second beneficiary SIN Text 11 CURRENCY Currency code Tex
173. f disk space you may also experience some problems with the data In this case you should free up some disk space before proceeding with the database repair routine If you get an error message about a corrupted database you should run the Repair Database option in the File menu to attempt to correct the damage Before using this tool we recommend that you make a backup copy of your database and ensure that no other users have that database in use Select the Repair Database option from the File menu Choose Yes to select the current database or No to select another If you have chosen to select a database highlight the correct database directory and name from the list of available databases and click Open Confirm the name of database to be repaired You will be prompted to make a backup of the database to be repaired the backup is optional but highly recommended You will be informed when the repair is complete any data that cannot be fixed will be discarded you can then open the database again and continue as usual Repair AvanTax eForms Database 8 Select the database you wish to repair and click Next Repair Repair the current database AvanTax Repair selected database Database C Users Peter Rhebergen Documents T4 TimeSaver NET 2011 Data Demo T11N 2012 ELM Computer Systems Inc 4 7 4 8 Working with Databases 53 Check Data Integrity The Check Data In
174. f travel Yes 2 Area of travel No 2 Area of travel 3 Consecutive hours Yes 3 Consecutive hours No 3 How Frequently 4 From date 4 To date 4 Break in employment 5 Vehicle allowance Yes 5 Vehicle allowance No 5 Fixed allowance amount 5 Per km rate 5 km amount received 5 Amount reported on T4 5 Company vehicle Yes 5 Company vehicle No 5 Expense Yes 5 Expense No 5 Expense Amount Line 1 Type Size Comments amp Examples Text 30 Text 12 Text 1 Text 30 Text 30 Text 6 Text 2 Text 10 Text 3 Text 9 Integer 4 Text 20 Text 100 Yes No Yes No Yes No Yes No Text 60 Yes No Yes No Text 50 Date Date Text 60 Yes No Yes No Currency Currency Currency Currency Yes No Yes No Yes No Yes No Currency Required CAN USA etc Yes selects option Yes selects option Yes selects option Mmm dd yyyy Apr 1 2011 Mmm dd yyyy Apr 1 2011 Yes selects option No de selects option Yes selects option No de selects option Yes selects option No de selects option 2012 ELM Computer Systems Inc 148 AvanTax eFORMS 2011 Heading Q5TYPE1 Q5AMT2 Q5TYPE2 Q5AMT3 Q5TYPE3 Q6YES Q6NO Q6AMTPROOF Q6AMTCHARGED Q6AMTONT4 Q6TYPEPROOF Q6TYPECHARGED Q6TYPEONT4 Q6PROOFYES Q6PROOFNO
175. files which can be printed using any Windows compatible printer Adobe Reader is not required for the generation of these reports but is required to view them on screen Returns can be filed on paper required a printer CD or DVD media requires a CD or DVD writer or as an XML file submitted via the Internet requires an Internet connection Data Import from Excel Microsoft Excel must be installed in order to import data from an XLS file Importing from XLSX files is not supported AvanTax eForms Versions AvanTax eForms is available in four Windows versions Lite Basic Plus and Enterprise providing a range of features that will satisfy the requirements of any firm regardless of its size Throughout this manual features that are available only on specific versions of eForms will be appropriately noted Forms available are dependant on the version of eForms that has been installed refer to About 1 for a list of forms available in each version AvanTax eForms Lite eForms Lite is our entry level package and has been designed for firms with smaller data processing requirements Returns can be prepared for up to 5 companies with a maximum of 25 slips of each type for each company AvanTax eForms Basic eForms Basic is the ideal solution for your information return preparation needs whether you produce returns for your own organization or for multiple client organizations Unlimited in the number of returns it can process e
176. g Updates 24 Getting Started 26 AvanTax eForms Start to 26 i canhra ducrcumee 26 Regisirati sert PE 28 User Names and Passwords eeu Baten eee ee nee Raster a 29 30 IIS nm AE aE MM 30 EECE 31 A A E TE A E A E E E 32 Company 33 Forms Menu 33 IDEE unEe 35 Common Features 35 Setup Menu 37 Reports Menu sssesisecvaciecsicciceonssecsesccnsoucescocsecacpessceasocsensurenssacavndeacsadbervecusdnadsvancesues 38 Common Features 38 Electronic Filing Menu 40 Windows Menu 40 Help Menu 41 ILLAE EI ieee nate slain naam 42 USG Of Special Keys eroe 42 SPECIAL ICONS tuse DE Ga took ANI E at ae ae 43 Split Screen Options 43 Entering ic PPP 44 Overriding Calculated 44 2012 ELM Computer Systems Inc Contents 5
177. generate an XML file Errors that should be corrected but will not invalidate the submission if they were not are displayed in a Data Validation Warnings report The validation procedure is implemented whenever an electronic filing submission is processed it can also be run independently by selecting the Validation Report Only option which will generate and display a validation report without creating an XML file Validation Options This section is hidden by default but can be displayed by clicking on Validation Options at the bottom of the Screen In this section you can e adjust the number of Critical and Warning messages displayed the default is 20 e set whether or not to show errors in the XML schema e determine whether or not to display Warning messages since they do not materially impact on the acceptability of a submission XML File and Validation Report Pressing this command button will begin the processing of the electronic filing A validation report will be generated and displayed and can be printed if desired 2012 ELM Computer Systems Inc Electronic Filing 97 Start V Electronic Filing 8 Validation Report x a Submission cannot be filed Please see Critical Error Report Electronic Filing Critical Error Report Database C Users Peter Rhebergen Documents T4 TimeSaver NET 2009 Data Demo T09N Printed 2 22 2010 at 10 50 AM Ret
178. h serial numbers will print 8 2 Common Features 8 2 1 Company Selection The company selection screen shown below is common to many of the reports generated by eForms d Start Page Company 2 Adjustment Report Companies V DEMO DEMO PETER Select Current Company Z Fiter Cear All User Defined Groups Save As Exception Display and process in selection sequence 1 selected lt Less Display and Process in Selection Sequence If this option is checked companies will be displayed in the selection list and process in the order in which they were selected otherwise companies will be displayed and processed in alphabetical order gt lt Less Click on More gt to display the company selection dialogue and click on lt Less to hide the company selection dialogue Select You can select the companies to adjust by selecting from the items in the drop down list Companies to be included in the adjustment report will be shown in the box to the right of the selection list e All Companies Produce an adjustment report for all companies in the database e Current Company Produce an adjustment report for the current company only e Most Recently Used Produce an adjustment report for the companies included in the most recent of any other report in eForms e Selected Companies Produce an adjustment report for the selected companies Filing Status Enterprise only Clicking on th
179. h the CRA and or the Revenu Qu bec Select on electronic filing status Selects companies based on whether or not an electronic return has been processed It is also possible to limit this selection to a specific date range e Processed The return has been processed for electronic filing e Not Processed The return has not been processed for electronic filing Select on printing status Selects companies based on whether or not slips and or summaries have been printed It is also possible to limit this selection to a specific date range Slips and Summaries Printed Slips and Summaries have been printed e Slips and or Summaries not Printed Slips and Summaries have not been printed Select on company category Selects companies based on their company category company category is user defined and is entered on the Company Setup screen Select companies with active slips Selects companies which have at least one active non zero slip of the type specified in the Filter applies to selection list 2012 ELM Computer Systems Inc Getting Started 37 3 5 7 Clear All Clears all flags set through the Filter button Select Used to choose between All Companies All companies will be included in the tool action e Current Company Only the current company will be included in the tool action e Most Recently Used Only the most recently used company will be included in the tool action e Selected Companies Only s
180. her information Text 20 XTXTO06 Other information Text 20 XTXT07 Other information Text 20 XTXT08 Other information Text 20 XTXTO9 Other information Text 20 XTXT10 Other information Text 20 XTXT11 Other information Text 20 XTXT12 Other information Text 20 XTXT13 Other information Text 20 XTXT14 Other information Text 20 2012 ELM Computer Systems Inc Appendices 187 Heading Description Type Size Comments amp Examples 15 Other information Text 20 XTXT16 Other information Text 20 XTXT17 Other information Text 20 XTXT18 Other information Text 20 XTXT19 Other information Text 20 XTXT20 Other information Text 20 XTXT21 Other information Text 20 XTXT22 Other information Text 20 XTXT23 Other information Text 20 XTXT24 Other information Text 20 XTXT25 Other information Text 20 XTXT26 Other information Text 20 XTXT27 Other information Text 20 XTXT28 Other information Text 20 The XAMT fields below represent the dollar amounts if required of the 28 generic information boxes on the R15 XAMT01 Dollar value Currency XAMT02 Dollar value Currency Dollar value Currency XAMT04 Dollar value Currency 5 Dollar value Currency XAMTO6 Dollar value Currency XAMTO7 Dollar value Currency Dollar value Currency 9 Dollar value Currency XAMT10 Dollar value Currency XAMT11 Dollar value Currency XAMT12 Dollar value Currency XAMT13 Dollar value Currency XAMT14
181. her information code 1 Other information amount 1 Other information code 2 Other information amount 2 Other information code 3 Other information amount 3 Other information code 4 Other information amount 4 Other information code 5 Other information amount 5 Other information code 6 Other information amount 6 Other deductions from Net Pay Optional text to print at top of slip Recipient email address Permission granted to email slip Company associated with slip ADDITIONAL HEADINGS FOR RL 1 FIELDS CODEBOXOR 1 IDNOQ ISBUSINESS INCOMER1 RPPR1 TAXR1 Code for Box O Recipient Quebec identification number Recipient is business Employment income A Box B See QPP in T4 section above Box C See El in T4 section above Reg Pension plan contr D Qu bec income tax deducted E Type Size Comments amp Examples Yes No Yes No No Yes No No Yes No No Currency Currency Text 7 Currency Currency Currency Text 2 Currency Text 2 Currency Text 2 Currency Text 2 Currency Text 2 Currency Text 2 Currency Currency For net pay calc Text 15 Text 255 eForms Enterprise only Yes No eForms Enterprise only Text 30 eForms Enterprise only Text 2 Numeric 1 0 Yes No No Currency Currency Currency 2012 ELM Computer Systems Inc Appendices 157 Heading UNIONR1 QPPEARN HEALTHR1 TRAVELR1 OTHERTBR1 COMMISSIONS CHARITABLER1 OTHERINC
182. hin the range assigned to the user by Revenu Qu bec paper forms and ELM Computer Systems Inc electronic forms We specifically state that our comments in any communication that may occur between you and ELM Computer Systems regarding filing or submission requirements tax law and the like are not to be considered as professional advice All such questions must be directed to the appropriate government agency Program features described in this document and screenshots of program features are of the latest eForms release installed on a fully patched Windows 7 computer and may not exactly reflect what is shown while using older program releases or other versions of Windows 2012 ELM Computer Systems Inc Part Il 20 AvanTax eFORMS 2011 Installing AvanTax eForms eForms may be installed on any storage media accessible to your computer The program can be installed without affecting 2010 T4 TimeSaver databases nor will reinstalling 2011 eForms affect current databases Despite this we strongly recommend that you ensure you have a reliable backup of your data prior to installing 2011 eForms and its updates Before beginning the installation note the following security issues 1 The logon account used for the installation must have local administrator privileges on the computer where the installation will take place 2 The logon account must have read write access to all network resource involved in the install
183. hnical inquiries for electronic returns Do not use ELM Computer Systems as the Technical Contact Transmitter Number The Transmitter Number is supplied by the CRA and is in the format MMnnnnnn followed by six numeric characters The default transmitter number MM555555 can be entered in this field only if you have not yet been assigned a Transmitter Number by the CRA 2012 ELM Computer Systems Inc Using Setup to Configure eForms 125 If you have filed electronically in the past the CRA will have issued you a Transmitter Number for use in subsequent years To find your Transmitter Number if it is not recorded on the Transmitter Information page of the 2010 eForms you must contact the e Quebec Transmitter Number The Quebec Transmitter Number is supplied by the MRQ and is in the format NP followed by six numeric characters There is no default transmitter that can be used if you have not yet been assigned a Transmitter Number by the MRQ If you have filed electronically in the past the MRQ will have issued you a Transmitter Number for use in subsequent years To find your Transmitter Number if it is not recorded on the Transmitter Information page of the 2010 eForms you must contact the Quebec Transmitter Type Enter the type of transmitter you are in this field the acceptable options are 1 You will be transmitting an electronic file to the on
184. i eqoeisacnsoscr vatadsadsedbdeseas 153 T4 GREAT Headirigs coe cesnncessncessesscubessuusseccsesseverccrcscvedncvvatedvacsrsndtevnal dapuvenddvsausdsuvereubbasadresetsescenesersen 155 TEA sate ccscvesecacaastvccsncuassatcvevnceesnaedacesedcatsnspaeacdeotiedubasedoaniacarbaubasdueicaussdbeisuctsesneisanacoatevessuenaerdbdtadsadesdeezosea 159 TAANR Heading cieisiscecstssctcendseesceduccessndenscsseateiensteacsenndsaucarsustveuderoadsavastsnndsedbaveuousssdevseladousdrsabesacteseusesacsdebersout 162 TPAARGA HOAGINGS Ee 163 T4PS Headings 164 T4RIF Headings 165 TARSP Headings 2 1 2 21 1 02 enit aa a a aa a a aa a aa daaa aaa 166 BIEXSHIEENIIDBIRDBISP R 167 5007 Headings 170 T5008 Headings 171 T5013 Headings 173 T5018 Headings 177 TFSA Headings 178 PATO AGING r 180 RL 2 Headings 180 RIEXHLCLOD rM 182 8 5 soi cinnie rri dora anda dieusa usanne aoa navis ra noc pereo danaa nina ca eaae d Ra pav dae ara disada ana Fn Ra uad ce Re Haro uan 182 HIESERICRIIPIEME 183 RL 16 Headings ssetvendscsacnsesdbssndcestuieubevensbendousnadsauceresstursdernadascastranidsedbavesetssudevsetedeubdesutuesacseseusess
185. ilable or functioning Check the version number of the eForms you are running by selecting About AvanTax eForms from the Help menu Make sure that the revision number and date correspond to the update you have installed If it is not the most likely problem is that you have installed the new version of the program into a different directory than you did the first time Run the update program again and select the appropriate installation directory Also if you are starting the program from an icon on your desktop make sure that this shortcut is pointing to the correct location Alternatively in a network environment you may have some workstations where the program was installed to a local hard disk In this case the update program will have to be installed on the workstation s local hard disk as well If none of the previous suggestions resolve the problem please ensure that all users have exited the eForms and try installing the update once again 5 get the message Cannot execute external program regedit exe when installing the program The installation program needs to be able to find the Windows program REGEDIT EXT It is normally in your Windows directory The solution is to make sure that REGEDIT EXE is in the Windows directory and that there is a path set to that directory See your systems administrator for help if needed 6 My computer hangs when start up eForms or My computer hangs when start up the program and enter the user
186. ill automatically use the default value for the Default Province of Employment that you entered on the New Company Defaults page in the Setup menu Enter a different province of employment here if necessary Employer s El rate By default the Employer s El Rate is 1 4000 a modified rate can be entered here if applicable Company category code The company category field is used to group a selection of companies into categories by any criteria you choose The category code can be used when Producing Reports 31 to distinguish between groups of payers Web Access Code Enter the web access code for the company This is for records keeping only it is not used by eForms when submitting returns over the Internet PDF Output Folder Set the desired location of PDF copies of printed slips and summaries for this company use the folder structure that works best for your environment Click the Browse button to set a custom location or click the Default button to use eForms default location specified in HELP gt DIAGNOSTICS Account Information User the fields in this section to hold the Account Numbers and Business Numbers for various return types 2012 ELM Computer Systems Inc Entering Company Payer Information 57 5 3 2 3 2 1 Quebec Enter the Quebec Enterprise Number NEQ and the Identification and File number for the company if they will be submitting any Quebec forms Adjustment Options eForms allows yo
187. import to ignore If data exceeds the maximum size of a field an error message will be given and the import process will be halted Where applicable default data that will be used if a field is empty or not represented in the import file are listed in the Comments amp Examples column in bold print Alphanumeric fields may contain letters numbers spaces and punctuation In some cases they must be in upper case such as Province Postal and Country codes otherwise mixed case is acceptable Acceptable values in Yes No fields for Yes are Y YES or 1 Acceptable values for No are N NO or 0 Currency fields are dollar amounts and are formatted in dollars and cents if there no decimal is entered a dollar amount will be assumed Integer fields are numeric whole numbers and must be entered without decimals or commas for example 1234 See Import from Excel File 1 4 and Import from CSV File 13 for sample import file layouts Excel templates have been installed with eForms and can be accessed via the TOOLS gt IMPORT DATA gt OPEN EXCEL TEMPLATES menu Cell A1 import from Excel or the first data element import from CSV must contain a heading defining the type of data to import The table below shows the appropriate heading for each from included with eForms click on any form for detailed heading information Form Contents Form Contents COMPANY 42
188. in the submission we recommend that you print this report and retain it for your records View XML File Opens the XML file for your review in your default XML viewer typically Internet Explorer or similar Internet browser We recommend that you never open the XML file in an editor due to the risk of corrupting the submission Advanced Displays three additional buttons by which the XML file may be modified e Rename XML File Allows you to change the name of the XML file e Move XML File Allows you to move the XML file from its default location to a location of your choice e Go to File Location Opens your default computer browser at the location where the XML file has been saved Step 7 Submit Your File to CRA MRQ Your XML file has been created but you must go to the appropriate Internet filing page and follow the instructions there to submit the XML file to the 109 computers The submission is NOT automatic and eForms does NOT interact with the CRA or MRQ Internet filing site Once you have submitted the XML file you will receive a Confirmation of Receipt which you can enter in Step 8 Click on Submitting your XML file for further instructions or click on Go to the Internet filing web page to begin the process of submitting your XML file to CRA or MRQ Step 8 Record the Submission in Your Database Select what you will do with this XML file Choose what will be done with the XML that has been created
189. information entered on the New Company Defaults 122 page of the User Settings 139 submenu of Setup 3 menu will appear in this area If no default information was entered these fields will be blank In either case you can enter or change the information at this time Certification The default certification information entered on the New Company Defaults 122 tab of the User Settings submenu of Setup 3 menu will appear in this area If no default information was entered these fields will be blank In either case you can enter or change the information at this time Please note that the Date on summary field is for display purposes only in order to print a specified date on the summary you must use the Print this date option in the Options section in the lower left corner of the Printing Summary Reports 8 screen Filing Status Button Clicking on the Filing Status button displays a window where the filing status of the current return for the current company can be selected Changes made to the filing status apply only to the current return for the current company 2012 ELM Computer Systems Inc Entering Company Payer Information 63 a Update Filing Status of Return Select the date to apply to the filing status of this return Juy 2010 Br Update the filing status of this return by clicking the button that corresponds to the status you wish to set LTD St
190. ing 11 data from a CSV XLS XLSX or XML file or entering data 44 manually Print an Edit List to check data for errors and correct as necessary Run the Adjustment Report if desired to calculate CPP QPP PPIP amp EI for T4 and RL 1 slips Prepare the XML 109 file required for submissions of 50 slips or more Prepare any necessary paper slips 7 and paper summaries 8 for the recipients submissions of fewer than 50 slips and or records keeping 9 Submit the return s to the CRA or MRQ as appropriate and record any submission confirmation information 10 Archive your data for re issuing lost slips or gasp subsequent audits CONDO Starting the Program A eForms icon like the one below will be automatically created on your desktop Additionally a program group named eForms will be added to the Start menu and will contain entries for the eForms 2011 program and its documentation 2011 eForms Double click the eForms icon to start the software the Start Page will be displayed each time that eForms is started The Start Page provides immediate access to the primary features of eForms and to various sections of the help system 2012 ELM Computer Systems Inc Getting Started 27 File Edit View Company Forms Tools Setup Reports Electronic Filing Windows Help Current company DEMO Start Page fe 5 Getting Started Create a new database Configu
191. ing the Language 130 item of the Setup menu 2012 ELM Computer Systems Inc 30 AvanTax eFORMS 2011 3 5 3 5 1 Set Password 8 7 Show Typing Enter new password Confirm password We recommend creating a strong password A strong password is atleast 6 characters long and contains a mixture of upper and lower case letters numbers and special characters You may use the following characters Lower case letters b c Z Upper case letters A B C Z Numbers 0 1 2 9 Special Characters amp _ Each user name is associated with a corresponding user profile which contains the settings current database screen layout print destination amp etc associated with that user Each user can establish their own preferences and default values by selecting User Settings 125 from the Setup 371 menu Upon installation eForms Plus and Enterprise will create the ADMIN user account The ADMIN user account has access to high level maintenance and administrative functions we recommend you configure a password for this account to prevent unauthorized use of this account As we may not be able to recover a lost password for you please store the ADMIN password in a secure location Main Menu The title bar of the main window contains the name of the program and the name of the current database Beneath it is the main menu Each menu item can be acce
192. iple submissions each submission must be submitted in a separate envelope Multiple envelopes may be taped together for simplified mailing Submissions should be sent to Electronic Media Processing Unit Ottawa Technology Centre Canada Revenue Agency 875 Heron Road Ottawa ON K1A 1A2 Telephone 1 800 665 5164 5 Do not send CRA paper copies of any returns that have been filed electronically 2012 ELM Computer Systems Inc 100 AvanTax eFORMS 2011 6 If corrections need to be made to a submission that has already been sent to CRA create an electronic filing submission of the amended and or cancelled returns and submit it to the Electronic Media Processing Unit Do not send any original returns in the same submission as amended returns 10 2 1 Internet Filing to CRA eForms is able to utilize CRA s URL for Internet filing of returns Because the CRA website may be changed without notice the screen captures below may not be current When the Internet filing option is selected as the destination for the Electronic Filing submission an Internet Filing dialog box will appear once the Process button is selected You will be warned if the file size exceeds the maximum of 150Mb allowed by CRA for Internet filing Make note of the information given and click the Go to Internet Filing Page button to continue The following web page will be opened Canada Revenue Agence du revenu Ag du C son s Canada Canada
193. ising 2012 ELM Computer Systems Inc 56 AvanTax eFORMS 2011 5 3 5 3 1 Edit Company Information Company information is entered in three sections 58 Adjustment 5 571 Advanced e General Enter the full name and address of the company in the space provided Start Page Company Xx Company Setup Company nGenea 2 Options 3 Advanced Name line 1 Demo Company Account Information Name line 2 Sample Data Business number Care of Account number for T5 T5007 T5008 RRSP retums RZ Address line 1 Account number for T5013 retums RZ Address line 2 Account number for T5018 retums RZ Cty Province Account number for TFSA retums RZ Postal code Country B Nonzesident tax account number NR m Other Information 4 r Quebec Default province of employment Enterprise Number NEQ Employer s El rate 1 4000 Identification number and file Company category code Web Access Code PDF Output Folder Browse Defaut Default C Users Peter Rhebergen Documents T4 TimeSaver 2011 PDF Output Other Information Default Province of employment eForms w
194. l address Permission granted to email slip Period 2 capital gains Period 3 capital gains Period 2 capital gains eligible for deduction Period 3 capital gains eligible for deduction Period 2 insurance segregated fund capital losses Period 3 insurance segregated fund capital losses Type Size Currency Currency Text 30 Text 30 Text 30 Currency Currency Currency Currency Currency Currency Text 1 Text 255 Yes No Currency Currency Currency Currency Currency Currency Commenis amp Examples 1 2 3 4 5 6 7 eForms Enterprise only eForms Enterprise only 2012 ELM Computer Systems Inc Appendices 155 13 4 8 4 amp RL 1 Headings eForms Plus amp Enterprise Only Cell A1 import from Excel or the first data element import from CSV must contain T4 RL 1 data is imported with T4 data see bottom of this table 156 for RL 1 specific fields Heading Description Type Size Comments amp Examples LASTNAME Employee last name Text 30 Required FIRSTNAME Employee first name Text 12 INITIAL Employee initial Text 1 ADDRESS1 Address line 1 Text 30 ADDRESS2 Address line 2 Text 30 CITY City Text 28 PROV Province code Text 2 POSTAL Postal code including space Text 10 COUNTRY Country code Text 3 SIN Social insurance number 12 Text 9 PROVEMP Province of employment 10 Text 2 QC forces creation of RL 1 EMPNUM Employee number reference number Text
195. l be automatically saved according to the PDF File options selected Press the Print button from within the Adobe preview program to send the slips to the printer See A Note on Printing Reports 731 for additional information Refresh Data Use this button to incorporate any additions deletions or changes made to the company list or changes made to individual slips since the Print window was opened Adjust Margins Opens the Adjust Margins dialogue enabling you to reposition the data printed on pre printed forms to fit within the provided fields The unit of measure is inches where 0 10 represents 1 10 of an inch Positive numbers will move the print to the right horizontally or down vertically Negative numbers will move the print to the left horizontally or up vertically Go to Output Folder Pressing this button will open the folder where the PDF files will be stored Advanced Use this button to set advanced print settings Slip amp Return Types When you select the Reports menu you will be presented with a list of all currently active forms see Configure Database 507 for details on activating and de activating forms additional reports will appear at the bottom of the list Selecting any slip or return type will display all valid reports for that slip type in a sub menu from which you can choose the desired report 2012 ELM Computer Systems Inc 78 AvanTax eFORMS 2011 Start Page Print
196. l subject you to substantial liability under the applicable legislation of the jurisdiction in which the program is being used All other trademarks are the property of their respective owners You are permitted to use the program on any or all computers at or associated with a single location a unique street address with no restriction on the number of users Use of the program at affiliates branch offices or other locations a secondary street address is prohibited unless a separate license has been purchased for each location in question Warranty Information We warrant to you for ninety 90 days from the date you received the software package that the package contains an accurate reproduction of the program and the copy of the User Manual is accurately reproduced The program itself is excluded from our warranty To obtain replacement of these materials you must i return the inaccurate package or copy of the User Manual to us within the warranty period or ii first notify us in writing within the warranty period that you have found an inaccuracy and then return the materials to us This limited warranty only covers the original user of the software package and we make no other warranties expressed or implied ANY AND ALL WARRANTIES RELATING HERETO ARE LIMITED IN DURATION TO THIS NINETY DAY WARRANTY PERIOD REPLACEMENT OF THE DISK CONTAINING THE PROGRAM OR USER MANUAL IS YOUR EXCLUSIVE REMEDY AND SOLE MEASURE OF RECOVERABLE DAMAGES Dis
197. larger than 150Mb in size if your file is larger than 150Mb you can either compress it or split your return into sections In this case you must use e either your company s Transmitter Number or Account Number Business Number e and your company s Web Access Code to access the CRA website as you are acting as an agent for multiple companies eForms Lite and Basic are limited to submitting single returns over the Internet for a single company at a time As above the file can be no larger than 150Mb in size If you are using one of these eForms versions to file electronic returns for a significant number of clients it may be in your best interest to upgrade to the eForms Plus or Enterprise Making a Payment If you must make a payment with your submission you can visit CRA s My Payment website if your financial institution is supported you can setup your payment options as necessary 2012 ELM Computer Systems Inc Electronic Filing 103 10 3 Instructions for MRQ Returns The following instructions are provided here for convenient reference For complete details see the Revenu Qu bec website 1 Electronic filing submissions may be made by Internet or on a media such as a CD or DVD CD or DVD submissions may not contain more than 50 slips A complete electronic filing submission contains the transmitter identification as well as the slip and summary information for each return No paper forms are required with the su
198. ld The linking field can be any field that is unique to each recipient such as SIN During the import existing data for the recipients indicated by the linking field will be updated with the data appearing in the import file If no existing recipient is found matching the linking field you can use the When linking field is missing or not found option to either stop processing the import data or skip the record for which no linking field is found 11 4 2 Import from CSV File eForms Plus amp Enterprise Only For evaluation purposes eForms demo installations and eForms Basic can import the first three records of a CSV file NOTE Microsoft Excel does not need to be installed on your computer to use the Import form CSV File function 2012 ELM Computer Systems Inc 114 AvanTax eFORMS 2011 Instructions 1 When importing using eForms Plus the CSV file must contain data for one company and one slip type only When importing using eForms Enterprise the CSV file can contain multiple companies by entering the company name s in the COMPANY NAME 1 column to distinguish between the companies that each slip will be imported into 2 Enter the appropriate key in the first data element to designate the type of data being imported Refer to the appropriate section under Headings for Import Files 4 for the keys for each type of form 3 Complete the first row by adding the headings that eForms expects for the type of data being imp
199. le because i The function is not supported by the installed eForms version ii The function is not required by the current form iii A database has not been opened or iv No data has been entered Edit Menu The Edit Menu will not be activated until a company has been entered using the Company menu 2012 ELM Computer Systems Inc 32 AvanTax eFORMS 2011 3 5 3 Edit View Company Forms Tools Set Delete Slip Ctrl D Select Slip from List Ctrl S List Valid Options F2 Override Calculated Field F4 Revert First Slip Ctrl PgUp Previous Slip PgUp Next Slip PgDn Last Slip Ctrl PgDn Insert Company Address Shift F6 Copy Employee Information F7 Paste Employee Information Shift F7 Add Slip CTRL A Adds one slip of the current type to the current return Delete Slip CTRL D Deletes the currently open slip Select Slip from List CTRL S Displays a list of all slips of the current type from which one may be selected for display List Valid Options F2 Lists valid inputs for fields flagged with the icon Override Calculated Field F4 Allows entering custom data into a calculated field Revert Removes changes made to slip after most recent save First Slip CTRL PgUp Displays first slip in current sort order Previous Slip PgUp Displays previous slip in current sort order Next Slip PgDn Displays next s
200. ling Status 1 selected Display and process in selection sequence Slips Included In Totals Select sips z Print nil summaries also Copy and Printer Selection 5 Quick Print v Copy 1 Paper Type Plain paper x Letter es a Preview Print v Copy 2 Printer Bullzip PDF Printer review Print Copy 3 Paper Source Options PDF File Options aS Group output by Copy number X Save Pdf files I 2009 we Output Folder Print this date 10 8 2009 jv Print test pattem Advanced Pause printing between copies Suppress calculation of totals Note The T4 summary will report the unadjusted values for each slip unless all slips have been adjusted A warning will be given if some slips are adjusted while others are not Refer to the section Company Selection 75 for details on selecting companies to include in this report Refer to the section PDF File Options 76 for details how to set the PDF output options for this report Refer to the section Printing Options 77 for details on Quick Print Preview amp Print and other options Slips Included in Totals Select one of the options from the drop down list All Slips print all the slips for the selected companies Original Slips Only print only the slips that have not been amended for the selected companies Amended Slips Only print only the amended slips for the selected companies Cancelled Slips Only print
201. lip for the company in the current sort order Go to next form Jumps to the next slip for the company in the current sort order Go to last form Jumps to the last slip for the company in the current sort order a Find specific slip Opens the list of recipients to locate a specific slip Data entry sequence Sort Order Displays the current slip sort order Use the drop down box to select whether slips will be sorted by Data Entry Sequence Employee Name Employee Number or Social Insurance Number The available sort options will vary by return type lof2 Slip number Displays the number of the current slip and total number of slips Items that are greyed out are not available because i The function is not supported by the installed eForms version ii The function is not required by the current form iii A database has not been opened or iv No data has been entered 3 7 Use of Special Keys Many of the menu items have short cut key strokes which can be used instead of opening up the menu and selecting the function These are listed below F1 Opens the internal help system to its Table of Contents 2012 ELM Computer Systems Inc 3 8 3 9 Getting Started 43 F2 Lists the selection list for a data entry field indicated by an El icon where applicable F4 Overrides a calculated field indicated by an icon where applicable Ctrl A Adds a slip to the current company Ctrl D D
202. lip in current sort order Last Slip CTRL PgDn Displays last slip in current sort order Insert Company Address Shift F6 Pastes the address of the current company into the displayed information slip Copy Employee Information F7 Copies employee name and address data from the displayed information slip Paste Employee Information Shift F7 Pastes employee name and address data into the displayed information slip Items that are greyed out are not available because i The function is not supported by the installed eForms version ii The function is not required by the current form iii A database has not been opened or iv No data has been entered View Menu View Company Forms Tools Status Bar Slip Editing ToolBar Company Selection ToolBar Start Page EDERE Status Bar Toggles display of the status bar at the bottom of the eForms window 2012 ELM Computer Systems Inc Getting Started 33 3 5 4 3 5 5 Slip Editing ToolBar Toggles display of the slip editing Toolbar s 5 OOOO Refer to Toolbar 4 for button descriptions Company Selection ToolBar Toggles display of the company selection toolbar P8 IA Refer to Toolbar A for button descriptions Start Page Toggles display of the Start 261 Items that are greyed out are not available because i The function is not supported by the installe
203. lips Company Select the company containing the slips to be exported The Export Data tool exports data for a single company at a time Type of slips to export 2012 ELM Computer Systems Inc Using Tools to Manipulate Data 117 Select the type of slip to be exported from the drop down list Only one type of slip can be exported at a time all data for that type will be exported Once both the above selections have been made the Export button will be activated Click on this button to provide a name for the output file and begin the export If you specify a filename that already exists it will be overwritten Data in the eForms database will not be altered The export file can then be opened in your preferred spreadsheet program for further manipulation 11 6 Import User Information from Last Year s eForms eForms Plus amp Enterprise Only Available only to the System Administrator The Import User Information from Last Year s eForms function allows the system administrator to import 2010 T4 TimeSaver user settings into the 2011 eForms 43 Start Page Import User Settings This dialog will help you import user settings from last year s program If you did not use last year s program or ifthe files are not accessible from this computer click Cancel to exit The user information to be imported includes for each of last year s users New company defaults Import User Adjustment options Set
204. ll To commit them to the user database you can either exit eForms or return to the User Administration dialogue and click on Done Change Password Changes the password for the selected user account Delete User Account Deletes the selected user account 2012 ELM Computer Systems Inc Using Setup to Configure eForms 127 12 3 Data File Security V3 Start Page 3 Data Security V3 Start Page J 3 Data Securit 9 rity Protect user settings database from unauthorized access Restrict access to the curent database Protect user settings database from unauthorized access Protect current database from unauthorized access Protect curent database from unauthorized access The protect database from unauthorized access options If you restrict access to this database then oniy the user ADMIN the The protect database from unauthorized access options configure a database so it cannot be opened by programs creator owner shown below and the selected users can open the configure a database so t cannot be opened by programs therthen Avan Tax eFonms database All others wil be restricted other than Avan Tax eFoms on Data Security Lite amp Basic Owner Database creator ADMIN Change Owner Save and close Cancel Data Security Plus amp Enterprise Security in eForms Lite and Basic is limited to locking the current and user databases so that they can be accessed only from
205. loyee s address by pressing SHIFT F6 The employee s address can be copied into additional slips by pressing F7 on the first slip then by pressing Shift F7 on the additional slip Move the cursor to the next field by pressing either ENTER or TAB Move the cursor to the previous field by pressing SHIFT TAB Fields at which the cursor stops can be configured for T4 TAA T5 RL 1 amp RL 3 slips using the Data Entry 1251 tab of the User Settings screen accessed from the Setup menu Deselected fields will be skipped as the cursor is moved through the form Overriding Calculated Fields Many slip and summary fields contain calculated values which can be overridden by positioning the cursor at the field in question and pressing the F4 key or double clicking the icon to the right of the field The background colour of the field will change to indicate the calculated value has been overridden To revert to the calculated value press F4 or double click the icon to the right of the field To revert all fields on the form to the calculated values click on the Recalculate button In either case you will be asked to confirm the return to the calculated value Getting Help The internal help system can be accessed from the Help 4 1 menu or by pressing the F1 key Selecting Contents or Search opens the help system to the Contents or Search tabs respectively The Internet sites submenu under Help 415 lists a selection of useful Internet sites
206. luded in the slips to be printed If you answer Yes at this dialogue all amended slips printed will be assigned a new serial number as well as any original slip not already assigned a serial number The dialogue below will be displayed if amended slips have been printed and you have chosen to re assign serial numbers to amended slips only Save Original Relev Numbers 57 Do you want to save the original relev numbers that printed on the amended slips Yes Answering Yes at this dialogue will save the serial number for amended slips in the Original Relev Number field of the slip s data entry screen Many Relev slips will display two serial numbers 2012 ELM Computer Systems Inc Producing Reports 75 e The top serial number is associated with the magnetic media submission and is assigned when you process the XML output not when the slips are printed Setting the starting serial number does not assign the numbers to the slips e The bottom serial number is associated with the paper copy and is assigned when the forms are printed The procedure to ensure that both serial number print correctly on any paper Relev slips would be to Enter the slips into eForms Check for errors in data entry Process the electronic filing submission file This assigns the top serial number Print the slips this will assign the bottom serial number Since the XML processing was done first bot
207. mber will be selected automatically if Save in Client folders has been selected Prompt for output folder Check this box to have the program prompt you for the location of the PDF files to be saved If you are printing slips for a single company the folder you choose will be saved and the next time you print the slips for the same company you will be prompted with the same location You will be prompted for the output folder regardless of whether a folder has been assigned on the company record Quick Print Prints the selected slips to the default printer without previewing the PDF The default printer is set using your Windows Control Panel See A Note on Printing Reports 7 for additional information Preview Print Creates the slips in PDF format and displays them in Adobe Reader or Adobe Acrobat The PDF files will be automatically saved according to the PDF File options selected Press the Print button from within the Adobe preview program to send the slips to the printer See A Note on Printing Reports 73 for additional information Refresh Data Use this button to incorporate any additions deletions or changes made to the company list or changes made to individual slips since the Print window was opened Adjust Margins Opens the Adjust Margins dialogue enabling you to reposition the data printed on pre printed forms to fit within the provided fields The unit of measure is inches where 0 10 represents 1 10 of an inch Positive numbers
208. mp RL 25 eForms Plus NR4 RRSP T1204 T4 TAPS TARIF TARSP T4A T4A NR T4A RCA T5 T5007 T5008 T5013 T5018 T2200 T2202A TFSA RL 1 RL 2 RL 3 RL 8 RL 15 RL 17 RL 18 amp RL 25 eForms Enterprise NR4 RRSP T1204 T3 T4 TAPS T4RIF T4RSP T4A T4A NR T4A RCA T5 T5007 T5008 T5013 T5018 T2200 T2202A TFSA RL 1 RL 2 RL 3 RL 8 RL 15 RL 16 RL 17 RL 18 amp RL 25 For well over 20 years your comments suggestions and requests have helped us to continually improve eForms T4 TimeSaver THANK YOU You have helped to make eForms what it is today No matter how long you ve been using eForms please let us know if you have an idea that might improve it While we do not guarantee that we will include all suggested improvements into the eForms we promise you that we will give each suggestion our careful consideration 2012 ELM Computer Systems Inc 12 AvanTax eFORMS 2011 1 1 1 1 1 2 Requesting System Enhancements We highly value your suggestions in fact many of the forms and features now available in eForms are the result of suggestions made by our clients If you have an idea that you think should be added to eForms please call or send us an email or send us an email in Quebec and tell us about it we d love to hear from you We will give your suggestion our careful consideration but do not guarantee that it will incorporated into eForms To all of you who have provided suggestions o
209. mpanies for printing amp etc WEBCODE Web Access Code recorded here for Text 6 reference ACCOUNTNO Business number RP Text 15 123456789RP0001 ACCOUNTNORZ Account number for T5 T5007 T5008 amp Text 15 123456789RZ0001 ACCOUNTNORZ_T5013 ACCOUNTNORZ_T5018 ACCOUNTNORZ_TFSA RRSP returns RZ Account number for T5013 returns RZ RZ Account number for TFSA returns RZ o Account number for T5018 returns Text 15 123456789RZ0001 Text 15 123456789RZ0001 Text 15 123456789RZ0001 ACCOUNTNONR Non resident tax account number NR Text 15 NR 123456 NEQ Qu bec Enterprise number Text 10 IDNOQ Qu bec Identification number and file Text 16 1234567890RS0001 UNLINKT5RL3 number RS Disable numeric data synchronization between 5 and RL 3 slips No is default maintaining sync Yes No Yes disables synchronization No maintains synchronization See Company Setup 60 for details 2012 ELM Computer Systems Inc Appendices 143 13 4 2 NR4 Headings eForms Plus amp Enterprise Only Cell A1 import from Excel or the first data element import from CSV must contain NR4 Heading NAME1 NAME2 LASTNAME1 FIRSTNAME1 INITIAL1 LASTNAME2 FIRSTNAME2 INITIAL2 ADDRESS1 ADDRESS2 CITY PROV POSTAL COUNTRY SLIPSTATUS TAXYEAR RECTYPE COUNTRYCODE PAYERID SIN INCOMECODE1 CURRENCYCODE1 INCOME1 TAX1 EXEMPTIONCODE1 INCOMECODE2 CURRENCYCODE2 INCOME2 TAX2 EXEMPTIO
210. mpany with 10 T4 slips and you import a list of 15 more T4 slips eForms updates the T4 summary to show the totals of all 25 slips 11 4 4 Open Excel Templates 11 5 eForms Plus amp Enterprise Only This menu item opens the Excel import templates using your default spreadsheet editor The templates were installed with eForms in a subfolder named DB in the same folder where eForms was installed Use the Excel import templates as a guide in creating an import file that can be used to import data from third party applications into eForms NOTE Use your spreadsheet editor s Save As function to save the spreadsheet containing your data under a different filename Failure do this will cause the Excel import template to be overwritten by the file containing your data making your import data available to all other users of eForms as well as permanently deleting the Excel templates Export Data eForms Plus amp Enterprise Only The Export Data tool lets you export data from any slip type for any company in the current database to a CSV format file To make the most efficient use of this feature Microsoft Excel must be installed on your computer If Microsoft Excel is not installed the Export file will contain all data fields regardless of whether or not they contain data Start Page ad Export Data EM 2s Company and Type of Slips Company Close Type of slips to export 4 Company and Type of S
211. n by CRA or Revenu Qu bec Either report can be printed by clicking the Print button Refresh Data Use this button to incorporate any additions deletions or changes made to the company list or changes made to individual slips since the Validating Data window was opened Set Output Folder Allows the user to change the location of the XML submission files See File Locations 128 for further information Go to Output Folder Pressing this button will open the folder that the XML submission files will be stored 2012 ELM Computer Systems Inc 8 6 Producing Reports 85 E Mail Recipient Slips AvanTax eForms Enterprise Only You will use the E Mail Recipient Slips screen to configure eForms to send PDF versions of the recipient copies copy 2 amp 3 to their respective recipients 43 Start Page F E Mail Slips X Companies Demo Company Demo Company Display and process in selection sequence 1 selected More Slips Slip type T4 M Gear Al 5 DOE John EMPLOYEE Test Select Selected recipients ROE Richard 0 of 0 selected Email Options Pdf folder 4 3 2nd attachment 8 x Sem jJ SMTP Server Settings Glose SMTP server Port number 25 Server timeout 100 seconds SSL encryption User name Test settings Password Remember password Test settings Reply Email jJ Refer to the section Company Selection 751 for det
212. n granted to email slip Yes No eForms Enterprise only COMPANY NAME1 Company associated with slip Text 30 eForms Enterprise only TEXTATTOP Optional text to print at top of slip Text 15 2012 ELM Computer Systems Inc Appendices 173 13 4 18 T5013 Headings eForms Plus amp Enterprise Only Cell A1 import from Excel or the first data element import from CSV must contain T5013 Heading Main page fields NAME1 NAME2 ADDRESS1 ADDRESS2 CITY PROV POSTAL COUNTRY TYPEOFSLIP COUNTRYCODE MEMBERCODE UNITSOWNED PARTNERSSHARE PARTNERID COMPLEXSHARING Description Recipient name line 1 Recipient name line 2 Address line 1 Address line 2 City Province code Postal code including space Country in address Type of slip 5 Country code 7 Member code 8 Partnership units held 9 Partner s share in 10 Recipient s ID 11 Complex sharing arrangements 12 1 Limited partnership income loss Boxes 20 27 LIMITEDFARMING LIMITEDCAIS LIMITEDFISHING LIMITEDBUSINESS LIMITEDATRISK LIMITEDADJUSTEDATRISK LIMITEDRENTAL LOSSCARRYFWD PREVLOSSCARRYFWD RETURNOFCAPITAL AO1TEXT1 Farming income 20 Farming income 20 Fishing income 21 Business income 22 At risk amount 22 1 Adj at risk amount 22 2 Rental income 23 Loss carry forward 24 Prev loss carry forward 25 Return of capital 27 Generic box 1 Province Country Type Size Comments amp Examples
213. n is for Net Pay to not be displayed Net pay is calculated as one of the following e Employment Income Standard Deductions e Employment Income Standard Deductions Taxable Benefits i Start Page 83 Company Company Setup Demo Company Cose 1 General 2 Adjustment Options 3 Advanced These settings determine how net pay is displayed on T4 slips Net Pay Dont display net pay Calculate net pay as employment income less Standard deductions Standard deductions taxable benefits Standard deductions are CPP QPP El PPIP income tax pension plan contributions charitable donations and union dues Do not synchronize dollar amounts between T5 and RL 3 slips for this company To enable this feature T5 and RL 3 windows must be closed and Plus and Enterprise users must log in as ADMIN Standard deductions include CPP QPP El PPIP QPIP federal and provincial income tax pension plan contributions charitable donations and union dues Taxable benefits are calculated as the total of all boxes containing taxable benefits Other deductions if any are entered manually on the Net Pay form when Net Pay is being displayed NET PAY income Standard deductions Taxable benefits Other deductions Do not synchronize numerical information on T5 RL 3 slips associated with this company With this box unchecked the default numeric data is synchronized between T5 amp RL 3 pair
214. n the Excel sheet you will need to move the province to the PROV column and the city to the CITY column A typical spread sheet could look something like this A B G H J K L M N 1 4 LASTNAME FIRSTNAME INITIAL ADDRESS1 ADDRESS2 CITY PROV POSTAL COUNTRY SIN TAXYEAR INCOME COMPANY NAME1 INCOME 2 Aarons Aldo A 1 Apple Court Apt 1 Acton ON 1 1 1 CAN 123456789 2009 10 000 00 ABCDE Company 1234567 89 3 Brown Bob 2 Birch Street Barrie ON B2B2B2 CAN 234567890 2009 20 00 20 ABCDE Company 2345678 91 4 Clark Carl c 3 Cedar St Collingwood ON C3C3C3 CAN 345678901 2009 33 333 33 ABCDE Company 3456789 12 5 Dickson Daryl D 4 Delaware Dr Suite 4 Durham ON D4D4D4 CAN 456789012 2009 4 000 00 ABCDE Company 4567891 23 6 Emery Ellen E 5 Everett Ct Ewing ON 5 5 5 CAN 567890123 2009 55 05 ABCDE Company 5678912 34 7 French Fred 6 Fir Drive Fergus ON F6F6F6 CAN 678901234 2009 6 000 60 FGH Corporation 6789123 45 8 Gundeson George G 7 Gray Road Unit 7 Grimsby ON 676767 CAN 789012345 2009 777 00 FGH Corporation 7891234 56 9 Henstock Hazel H 8 Hettersley Circle Hamilton ON H8H8H8 CAN 890123456 2009 88 008 80 FGH Corporation 8912345 67 2 problem when creating an import file is the presence of empty cells beyond the data cells this will cause the import process to report an error condition To correct this problem simply copy and paste your data cells into a new sheet and import from the new sheet COMPANY NAME1 eForms Ent
215. nated folder can be opened for viewing used in E Mail Recipient Slips only X Used to clear data from a specific field used in E Mail Recipient Slips 5 only Split Screen Options Multiple forms can be displayed at the same time by using the split screen option Open the forms you wish to view open as many as you wish note that each form is identified by an identifying tab File Edit View Company Forms Tools Setup Reports Electronic Filing Windows Help Current company DEMO d E EA amp 4 Start V 4 4S T4 Summary You can switch between forms by clicking on the tab of the desired form To view multiple forms side by side click and drag the tab of one form towards the centre of the eForms window The following image will appear 2012 ELM Computer Systems Inc 44 AvanTax eFORMS 2011 3 10 3 11 3 12 Continue dragging the form to the arrows as the tab is dragged to any one of the arrows the portion of the screen where the form will be displayed will be highlighted Release the mouse to display the form in that area The following image shows the result of dragging the T4 summary to the right side of the screen File Edit View Company Forms Tools Setup Reports Electronic Filing Windows Help 65 Current company DEMO gt E A 48 Start Page 43 T4 X 48 TA Summary X EB T4 Statement of Remuneration Paid Goto
216. nd Constants Edit Contribution Rates and Constants 127 used CPP QPP PPIP amp calculations amp adjustments File Locations Displays the folders 1281 used by eForms for data output amp settings Change Authorization Code Used to enter a new or replacement Authorization Code 25 Change Your Password Plus amp Enterprise Changes the current user s password 129 Edit Setup Files To be used with eForms technical support to directly edit System Settings 129 Paths 1251 and User Settings 130 Language Used to select either English or French as the language of choice Items that are greyed out are not available because i The function is not supported by the installed eForms 2012 ELM Computer Systems Inc 38 AvanTax eFORMS 2011 version ii The function is not required by the current form iii A database has not been opened or iv No data has been entered 3 5 8 Reports Menu The Reports Menu will not be activated until a company has been entered using the Company menu E Filing History Report Partnership Federal Partnership Federal Validate Data Before Filing Federal Partnership Quebec Partnership Quebec Validate Data Before Filing Quebec E Filing History Report E Filing History Report Company Summary Validate Data Before Filing Federal Validate Data Before Filing Federal Company Statistics Validate Data Before Filing Quebec Validate Data Before Filing
217. nd system files About Displays current status of eForms including Program version and release date Authorization Code Program Installation Path and Current Database 2012 ELM Computer Systems Inc 42 AvanTax eFORMS 2011 3 6 Toolbar File Edit View Company Forms Tools Setup Reports Electronic Filing Windows Help Current company DEMO ME m Oooo Qi Data entry sequence 1of2 Start Page 8 TA X The Toolbar appears directly below the main menu and enables quick single click access to frequently used functions Any item that is greyed out is not currently available C t pany Company Name Displays the current company name Use the drop down box to select from the list of companies Select a different company Opens the list of companies Highlight the desired one and click Select et Add a new company Opens the Add new company dialog window Nl lH Edit company information Opens the Edit company information dialog window Print current form Opens the Print dialog window for the currently open form A Revert Restores data entry fields to their original values New Adds a new slip of the type currently in focus 5 Delete Deletes the current slip You will be asked to confirm the deletion WwW Go to first form Jumps to the first slip for the company in the current sort order Go to previous form Jumps to previous s
218. ng 105 for details If you are filing more than 50 slips you cannot file on CD or DVD and must file over the Internet NOTE You must have access to a diskette CD DVD or Diskette drive to successfully use this option Select Status of Slips to be Submitted Each submission must contain original amended or cancelled returns Select Original Amended or Cancelled to include all original amended or cancelled returns respectively of the types selected for the companies included in your submission Note eForms does not include amended slips having a zero dollar value in an electronic submission if you need to submit a slip that has been amended and has a zero dollar value you should leave the original dollar values unchanged and set the slip status to Cancelled Only process slips that are selected on the Advanced tab Enterprise only Check the box marked Only process slips that are selected on the Advanced tab to create an electronic submission XML file containing only selected slips You must also need check the box marked Check to select this slip for special electronic filing on the Advanced on the data entry screen for the slip s to be included Step 5 Prepare and Validate Submission File eForms will validate your data to determine if there are any Critical or Warning errors Errors that would result in a rejection of your submission will be listed in a Critical Error report and must be corrected before eForms will
219. nies Unlimited Unlimited Max number of slips per return 5 Unlimited Unlimited User friendly data entry Identify and adjust over under paid CPP QPP El amp QPIP Roll data forward to next version See note 2 Fully functional trial version Technical Support Email 9am 8pm EST Mon Fri Tel 9am 5pm EST Mon Fri mas Ti RRSP T4PS T4RIF TARSP T4A NR T4A RCA T5007 T5008 T5018 T2200 T2202A T1204 RL 2 RL 8 RL 17 RL 18 amp RL 25 5013 amp RL 15 partnership returns T3 amp TP 646 Trust Income tax returns See note 3 Electronic amp Internet filing in XML format CRA amp MRQ approved Print facsimile returns on plain paper CRA amp MRQ approved Print returns on CRA amp losen forms On screen preview of all On screen preview of all reports Save reports in CSV HTML PDF RTF XLS TXT or image formats Simultaneous live display of multiple related forms o O Oo o Batch return printing je itz Batch Internet filing O __ 2 _ Import CSV Excel amp XML data and 3rd party payroll data XML format See note 4 Export slip information to CSV format iz Multi user access to database System event viewer 0 Email password protected PDF slips to recipients ss za Enhanced data import Ld i Enhanced company filing status Emm WE
220. nless the Do not synchronize numerical information on T5 RL 3 slips associated with this company checkbox is selected on the Advanced page of the company information screen 2012 ELM Computer Systems Inc 170 AvanTax eFORMS 2011 13 4 16 T5007 Headings eForms Plus amp Enterprise Only Cell A1 import from Excel or the first data element import from CSV must contain T5007 Heading Description Type Size Comments amp Examples LASTNAME Recipient last name Text 30 Required FIRSTNAME Recipient first name Text 12 INITIAL Recipient initial Text 1 ADDRESS1 Address line 1 Text 30 ADDRESS2 Address line 2 Text 30 CITY City Text 28 PROV Province code Text 2 POSTAL Postal code including space Text 10 COUNTRY Country in address Text 3 CAN USA etc SIN Social insurance number 12 Text 15 SLIPSTATUS Status of slip Text 1 O Original A Amended or C Cancelled YEAR Year Integer 4 2011 WCBENEFITS Workers compensation benefits 10 Currency SOCIALASSISTANCE Social assistance payments or provincial Currency or territorial supplements 11 MANITOBAFRACTION Manitoba credit fraction Integer Percentage 50 50 TEXTATTOP Optional text to print at top of slip Text 15 EMAILADDRESS Recipient email address Text 255 eForms Enterprise only OKTOEMAILSLIP Permission granted to email slip Yes No eForms Enterprise only COMPANY NAME1 Company associated with slip Text 30 eForms Enterprise only 2012 ELM
221. nly the current company will be included in the tool action e Most Recently Used Only the most recently used company will be included in the tool action e Selected Companies Only selected companies will be included in the tool action User Defined Groups Allows the user to define a group of companies such as all companies under the authority of a specific individual and save that group for future reports The buttons in this section have the following function Save Saves changes to the current group Rename Renames the current group List Lists all groups Save As Creates a user defined group prompting the user for a descriptive name Delete Deletes the current group Exception Lists all companies not currently belonging to any group Electronic Filing Menu The Electronic Filing Menu will not be activated until a company has been entered using the Company menu Electronic Filing Windows Help Canada Revenue Agency Revenu Qu bec EFiling History Report The Electronic Filing Menu is used to prepare information slips for electronic 1 91 to CRA or Canada Revenue Agency Opens the electronic filing dialogue to process CRA forms Revenu Qu bec Opens the electronic filing dialogue to process MRQ forms E Filing History Report Opens the Electronic Filing History Report s3 showing return types that have been electronically filed 3 5 10 Windows Menu Windows Help Close All 1 Start Page 2
222. ns 57 regarding how to set the adjustments options to best suit your needs Start Page ll User Settings X User Settings Nr Wr CPP QPP Adjustment Options Transfer Over Remittance meinn hen aduses mice taai eae ony Adjust based on number of pensionable weeks Maintain the net pay of the owner shareholder by increasing the gross pay of the amount added to the tax Maximum number of pensionable weeks 52 El Adjustment Options V Adjust El premiums if over annual maximum Adjust CPP EI PPIP differences greaterthan 1 00 f Adjust CPP EI PPIP to calculated amounts even if there 1 is insufficient tax to offset the adjustment V Adjust El premiums based on insurable eamings __ Adjust insurable eamings based on El premiums If yes enter the maximum amount by which tax may be reduced 9 999 99 PPIP Adjustment Options E Adjust PPIP premiums if over annual maximum E Adjust PPIP premiums based on insurable eamings Note Settings on this tab will be copied to each new company you set up Adjust insurable eamings based on PPIP premiums Refer to the following topics for detailed information on how each adjustment option affects entered data 2012 ELM Computer Systems Inc Using Setup to Configure eForms 123 CPP QPP Adjustment Options 581 El A
223. nter The print settings for Adobe Reader can be modified by the end user and depending on the Reader version you are using the following tips might help improve printing speed when using Adobe Reader 1 Print the document as an image To do this a Click on File in Adobe Reader b Click on Print c Click on the Advanced button in the lower left of Adobe Reader s print dialogue d Select the option to Print as image and click OK 2 Reduce the print resolution dpi or dots per inch To do this Click on file in Adobe Reader Click on Print Click on Properties in the upper right of Adobe Reader s print dialogue beside the printer name The actual location will vary from printer to printer but there should be a setting to change print quality or resolution ensure that this is set to the lowest setting possible 300dpi is a good working minimum most modern printers default to 1200dpi or 600 dpi the amount of data that the printer must process is reduced by 75 each time dpi is halved Data Prints Outside of Fields Pre Printed Forms When using Preview and Print Adobe Reader will be used to print PDF reports To ensure accurate data placement you must first turn off all scaling options within Adobe Reader This will allow the printed reports to meet the requirements of the CRA and Revenu Qu bec Failure to do so may result in data printing outside of many fields and cause your submission to be unacceptable by the
224. number Que Gear Category Orientation Portrait Recalculate Totals RETURN INFORMATION C Retum Type Paper Size Letter z mum Filing status L Active Margins Normal M Top 1 Left 1 Bottom 1 Fight 1 Entered Checked Print addresses X Filed Slips Printed Refer to the section Company Selection 75 for details on selecting companies to include in this report Refer to the section Options 7 for details on configuring the layout of the report Refer to the section Printing Options 77 for details on Quick Print Preview amp Print and other options Fields Select one of the two options listed below All include all the fields available on the slip report may print with a very small font to fit all data e Selected print only those fields which you select If you chose Selected click on the box beside each field you wish to include in the report Clicking on Clear will remove all selections Company Filing Status AvanTax eForms Enterprise Only 2012 ELM Computer Systems Inc 88 AvanTax eFORMS 2011 8 9 8 10 iS Start Page 89 Filing Status X Companies v DEMO DEMO T4 Orientation Porvat V PETER PETER NR4 RRSP Size Letter T4A Margins T4ANR TAAP T4ARCA Refresh T4PS TEE TARIF Global Set Displa
225. o Currency Text 50 Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Comments amp Examples No de selects option Yes selects option Yes selects option Yes selects option No de selects option Yes selects option No de selects option Yes selects option No de selects option Yes selects option No de selects option Yes selects option No de selects option Yes selects option Yes selects option Yes selects option Yes selects option Yes selects option Yes selects option Yes selects option No de selects option Yes selects option No de selects option Yes selects option No de selects option 2012 ELM Computer Systems Inc 150 AvanTax eFORMS 2011 Heading Description Type Size Comments amp Examples Q12AYES Q 12 Apprentice Yes Yes No Yes selects option Q12ANO Q 12 Apprentice No Yes No No de selects option Q12BYES Q 12 Designation Yes Yes No Yes selects option Q12BNO Q 12 Designation No Yes No No de selects option Q12CYES Q 12 Purchase Tools Yes Yes No Yes selects option Q12CNO Q 12 Purchase Tools No Yes No No de selects option Q12DYES Q 12 Used for work Yes Yes No Yes selects option Q12DNO Q 12 Used for work Yes Yes No Yes selects option Q13AYES 13 Forestry Yes Yes No Yes selects option Q13ANO 13 Forestry No Yes No No de selects option Q13BYES Q
226. o Need Return A return is required o Entered A return has been entered into eForms o Checked Data entered has been checked o Filed The return has been filed with the CRA and or the Revenu Qu bec Select on electronic filing status Selects companies based on whether or not an electronic return has been processed It is also possible to limit this selection to a specific date range o Processed The return has been processed for electronic filing o Not Processed The return has not been processed for electronic filing Select on printing status Selects companies based on whether or not slips and or summaries have been printed It is also possible to limit this selection to a specific date range o Slips and Summaries Printed Slips and Summaries have been printed o Slips and or Summaries not Printed Slips and Summaries have not been printed defined and is entered on the Company Setup screen Select companies with active slips Selects companies which have at least one active non zero slip of the type specified in the Filter applies to selection list 2012 ELM Computer Systems Inc Select on company category Selects companies based on their company category company category is user 40 AvanTax eFORMS 2011 3 5 9 Clear All Clears all flags set through the Filter button Select Used to choose between e All Companies All companies will be included in the tool action e Current Company O
227. o other users The PDF File Options are system wide selections to be used for all users and all reports The administrator of the Plus and Enterprise versions logged in as ADMIN has the ability to change these settings When designating locations including the eForms installation folder that exist on a network it will be necessary to ensure that the users have full read write modify access to the specified location Click the Restore Defaults button restore the folder locations to the default settings a3 File Locations II Curent C Users Peter Rhebergen Documents T4 TimeSaver NET 2009 Data TON Program C Program Files Elm Computer Systems TA TimeSaver Net 2009 System settings C ProgramData T User settings SUE Default data C Users Peter Rhebergen Documents T4 TimeSaver NET 2009 Data Browse PDF repos _C Users Peter Rhebergen Documents T4 TimeSaver NET 2009 PDF Output Browse XMLfiling C Users Peter Rhebergen Documents T4 NET 2009 XML Output Browse Backups CAUsers Peter Rhebergen Documents T4 Time Saver 2009 Backups Browse V Allow users to set their own default data folder V Alow users to set their own PDF reports folder Allow users to set their own XML filing folder Allow users to set their own Backup folder NNI The four checkbox options at the bottom of the screen available in eForms Plus and Enterprise onl
228. of paper slip Type Size Comments amp Examples Text 30 Required Text 12 Text 1 Text 30 Text 30 Text 28 Text 2 Text 10 Text 3 CAN USA etc Text 6 Text 20 Currency Box A Currency Box B Currency Box C Currency Box D Currency BoxE Currency Box F Currency Box G Currency Box H Currency Box Currency BoxJ Currency Box K Currency Box L Currency Box M Text 9 Text 9 Box N Currency Box O Text 1 R Original A Amended or D Cancelled Numeric 9 2012 ELM Computer Systems Inc Appendices 181 Heading SERIALORIGINAL SERIALMM SERIALMMPREVIOUS TEXTATTOP EMAILADDRESS OKTOEMAILSLIP COMPANY NAME1 XBOX01 1 01 XBOX02 XAMT02 XTXT02 XBOX03 XTXTOS3 XBOX04 XAMT04 XTXT04 XBOX05 5 5 Description Relev number of previously filed paper slip user entered Relev number of XML slip Relev number of previously filed XML slip Optional text to print at top of slip Recipient email address Permission granted to email slip Company associated with slip Additional Information Box 1 Box number Additional information Box 1 Currency data Additional information Box 1 Character data Additional Information Box 2 Box number Additional information Box 2 Currency data Additional information Box 2 Character data Additional Information Box 3 B
229. oftware example filename XML This service also allows you to submit a compressed file containing only one XML file example filename ZIP Location of return your Web access code Step 3 Declaration I certify that the attached return is complete and accurate File my return Note Please click the I agree File my return button once only and wait for a submission number to show Keep this number with your records Date Modified 2011 01 10 Important Notices Top of Page Here you will be prompted to upload the XML file created by eForms that contains the company data in XML format to the CRA website The XML file will be located in eForms XML Output folder This folder can be located by using the FILE LOCATIONS option under the SETUP menu in eForms eForms saves all XML files in the following format COMPANY NAME xx XML where COMPANY is the name of the company for which the file has been created with all space characters replace by an underscore character xxx is a sequential number applied by eForms to ensure that older files are not overwritten and XML is the default file type designator required by CRA If the submission is for multiple companies COMPANY will be replaced by MULTIPLE COMPANIES eForms Plus and Enterprise are able to batch submit returns for multiple companies and multiple return types over the Internet in a single file which can be no
230. ome 43 Other income 30 Total gross income 34 Net rental income 26 Actual non eligible div 51 Taxable amount of non eligible dividends 51 1 Non eligible dividend tax credit 51 2 Actual eligible div 52 Taxable eligible div 52 1 Eligible div tax credit 52 2 Interest from Can sources 50 For div and interest inc 55 Business invest loss 56 Carrying charges 59 Generic box 1 Province Country Generic box 1 Box number Generic box 1 Amount Type Size Comments amp Examples Text 6 Currency Text 3 Text 6 Currency Text 3 Text 6 Currency Text 3 Text 6 Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Text 3 Text 6 Currency 2012 ELM Computer Systems Inc Appendices 175 Heading Description Type Size Comments amp Examples CO2TEXT1 Generic box 2 Province Country Text 3 CO2TEXT2 Generic box 2 Box number Text 6 CO02AMOUNT Generic box 2 Amount Currency CO3TEXT1 Generic box 3 Province Country Text 3 CO3TEXT2 Generic box 3 Box number Text 6 CO3AMOUNT Generic box 3 Amount Currency 4 Renounced Canadian exploration and development expenses Boxes 120 RENOUNCEDCEE Renounced Can Explor Exp 120 Currency RENOUNCEDCDE Renounced Can Dev Exp 121
231. ommended that you not install eForms to removable storage of any type Click Next to proceed with the installation of eForms Ti AvanTax Select Installation Folder The installer will install amp vanT ax eForms 2011 to the following folder To install in this folder click Next To install to a different folder enter it below or click Browse Folder C Program Files ELM Computer Systems VA vanT ax eForms 20115 Browse Disk Cost Install AvanTax eForms 2011 for yourself or for anyone who uses this computer D Everyone 9 Just me Cancel License Agreement The eForms license agreement will be displayed Review the license agreement and click Agree to continue the installation or Do Not Agree to cancel the installation Ti Avanex eForms 201 License Agreement D di Please take a moment to read the license agreement now If you accept the terms below click I Agree then Next Otherwise click Cancel AvanTax eForms formerly known as T4 TimeSaver program is owned by ELM Computer Systems Inc ELM Computer Systems grants you the registered user a nonexclusive non transferable license to use the program You are expressly prohibited from distributing the program with its authorization code to any third party regardless of whether such distribution is for profit All rights title and interest in and to the program and all documentation code and logic which des
232. on as outlined in sections B and C below Option Adjust CPP QPP based on number of pensionable weeks select only one of options A and If this option is selected CPP QPP will be calculated as CPP QPP Pensionable Earnings Prorated Deduction x 4 95 Where the prorated deduction is calculated as number of pensionable weeks maximum number of pensionable weeks x 3 500 00 C Maximum number of pensionable weeks This number is the number of weeks in the employer s fiscal year and is used in the above calculation to prorate the CPP QPP basic exemption The default is 52 weeks Adjustment Options Employment Insurance Rates Maximum Insurable Earnings 44 200 00 Maximum Employee Premium 786 76 EI Maximum Employee Premium QC 623 22 EI Premium 1 7896 EI Premium QC 1 4196 NOTE EI discrepancies are adjusted to and from tax deducted Options D and E are the default Option D Adjust El premiums if over annual maximum select alone or with option E or F If this option is selected the EI will only be adjusted if it is greater than El Insurable Earnings x 1 78 1 41 in Qu bec OR 786 76 623 22 in Qu bec Option E Adjust El premiums based on Insurable Earnings select only one of options E and F If this option is selected the EI will be calculated as EI Insurable Earnings x 1 7896 1 4196 in Qu bec 2012 ELM Computer Systems Inc Entering Company Payer Information 59
233. on can download the updates from our website eForms at no cost Because of its size typically 50Mb or more downloading updates is not recommended for those with dial up Internet connections The Downloads section of the eForms website gives details about all updates to the current release of eForms as well as links to final releases for all versions of eForms from 1997 onward 2012 ELM Computer Systems Inc Part Ill 3 1 3 2 26 AvanTax eFORMS 2011 Getting Started AvanTax eForms Start to Finish Here is a quick list of the steps to follow to get you started in using eForms to prepare your return 1 Obtain eForms by ordering through the online store https www elmcomputers com store store aspx a credit card will be required e faxing a completed order form to us at 416 495 0044 contacting ELM Computer Systems Inc 161 Tel GTA 416 495 1624 Toll Free 800 268 3211 Email supporti elmcomputers com e downloading the eForms installation file from the eForms download page eForms Downloads 2 Follow the installation instructions 20 to install eForms 3 Create a database 48 if no 2010 database will be rolled forward to the 2011 eForms Once you create a database you must create a company 55 before you can begin to enter slip information 65 summaries will be calculated as slips are entered 4 Enter data into the database by either rolling data forward 48 from the 2010 eForms e import
234. on for DEMO Address is missing Postal code is missing End of report Pressing the Next button in the upper right of the Validation Report available only if no Critical Errors have been found will create the XML file Once the XML file has been successfully created the Internet Filing dialogue will be displayed 2012 ELM Computer Systems Inc 98 AvanTax eFORMS 2011 08 Start Page Vg Electronic Filing Company Your XML file is ready for submission The filename is 2011_T4_DEMO_2xmi Itis in the following location Users Peter Rhebergen Documents T4 TimeSaver 2011 XML Output Print Company List View XML File Advanced Ifyou are ready to submit the file click on the button to open the Internet filing web page Otherwise proceed to Step 8 Submitting your XML file Go to the Intemet filing web page Select what you have done or plan to do with this XML file have submitted this file online to CRA The submission number from the Confirmation of Receipt is will submit this file to CRA later This file will not be submitted The program will delete it Your notes about this submission Step 6 Your XML Submission File The message Your XML file is ready for submission The filename is is displayed at the top of this screen followed by the name of the XML file and its location on your computer Print Company List Prints a list of all companies included
235. only the cancelled slips for the selected companies Options Group output by Choose to group the slips by copy number or by company Print this date Check this box and enter the desired date to print the date on the summary automatically Print nil summaries also Check this option to print inactive nil forms These are summaries that have all dollar values set to zero These 2012 ELM Computer Systems Inc 82 AvanTax eFORMS 2011 8 3 3 8 3 4 8 3 5 summaries will not print unless this option is checked Print test pattern Check this box if you wish to test alignment settings for the selected form French instructions on copy 2 3 Check this box to print recipient filing instructions in French Available only on forms printing three slips per page Instructions Under some cases such as the two part forms the instructions on the recipient copy will not be printed due to space limitations Selecting this menu item will print the instructions only so they can be included if desired with the slip sent to the recipient Electronic Filing Returns that can be filed electronically will have Electronic Filing as an option in the sub menu Clicking on this menu item will take you to the Electronic Filing 5 report dialogue where you can configure the electronic submission as required Adjustment Report This option opens the Print Adjustment Report window The menu allows you perform the functions associate
236. ort 82 window and adjust all T4 and or RL 1 slips for a company based on the current Adjustment Options for the company Refer to the following topics for detailed information on how each adjustment option affects entered data CPP QPP Adjustment Options 581 e El Adjustment Options 581 PPIP QPIP Adjustment Options 591 Transfer Over Remittance 595 Unlock all Companies in Database Select Unlock all Companies in Database from the Company menu Use this function when an error message is displayed stating that a particular company is locked by a user who is not currently using the company such as could occur if a computer crashed while running eForms You will be asked to confirm the unlock Viewing Editing Company Summary Information You can view and edit the summary information for any return type by clicking on the appropriate return type in the 331 menu and selecting the return s summary from the sub menu The T4 Summary data entry screen is shown as an example 2012 ELM Computer Systems Inc 62 AvanTax eFORMS 2011 43 Start Page 43 T4 Summary X BE T4 Summary Summary of Remuneration Paid Fling Status Recalculate Goto Sips Demo Company For year ending Decem
237. orted See the section Headings for Import Files 11 for the headings for each slip type Errors will result if headings are used that are not recognized by eForms There is no need to include every heading nor need they be in any specific order only include headings for which data exists that will be imported Additionally if you have data in your CSV file that you do not wish to import you can you can force eForms to ignore it by using the NULL heading 4 Make sure that the data types in each row of data matches the headings For example if the city and province were exported to a single data element in the CSV file you will need to move the province under the PROV header and the city under the CITY header A typical CSV file could look something like this T4 LASTNAME FIRSTNAME INITIAL ADDRESS1 ADDRESS2 CITY PROV POSTAL COUNTRY SIN TAXYEAR INCOME COMPANY NAME1 INCOME Aarons Aldo A 1 Apple Court Apt 1 Acton ON A1A1A1 CAN 123456789 2009 10 000 00 ABCDE Company 1234567 89 Brown Bob 2 Birch Street Barrie ON B2B2B2 CAN 234567890 2009 20 00 20 ABCDE Company 2345678 91 Clark Carl C 3 Cedar St Collingwood ON C3C3C3 CAN 345678901 2009 33 333 33 ABCDE Company 3456789 12 Dickson Daryl D 4 Delaware Dr Suite 4 Durham ON D4D4D4 CAN 456789012 2009 4 000 00 ABCDE Company 4567891 23 Emery Ellen E 5 Everett Ct Ewing ON ESESES CAN 567890123 2009 55 05 ABCDE Company 5678912 34 French Fred 6 Fi
238. ost and it will not be possible for ELM to recover the password for you Use Maximum Compression While all backup files are compressed if this box is checked the backup file will be created with maximum compression This will cause the backup s to take up less storage space While this will slow down the backup and restore process somewhat it is useful if you need to create the smallest backup file possible Once all the settings have been configured to your satisfaction you can click the Finish button to create your backup If any users have the database open at their workstation the backup will not be successful The Restore Dialogue Restore Database 8 Please select a file to restore File to restore Restore AvanTax Forms erede Restore to path CAUsers Peter RhebergenN Documents T4 TimeSaver 2011 Data File name TIN lt You may restore the file to a different file name there is a password for this backup file type it here Restore this file Enter the folder and filename you used when creating the backup see above You can use the button at the end of the field to browse folders for backup files 2012 ELM Computer Systems Inc 4 6 52 AvanTax eFORMS 2011 Restore to path Enter the folder to which you will restore the backup This can be either an existing folder containing eForms data or a new folder created specifically for the restore If you are r
239. ox number Additional information Box 3 Currency data Additional information Box 3 Character data Additional Information Box 4 Box number Additional information Box 4 Currency data Additional information Box 4 Character data Additional Information Box 5 Box number Additional information Box 5 Currency data Additional information Box 5 Character data Type Size Comments amp Examples Numeric 9 Numeric 9 Numeric 9 Text 15 Text 255 Yes No Text 30 eForms Enterprise only eForms Enterprise only eForms Enterprise only Text 7 Currency Text 20 Text 7 Currency Text 20 Text 7 Currency Text 20 Text 7 Currency Text 20 Text 7 Currency Text 20 2012 ELM Computer Systems Inc 182 AvanTax eFORMS 2011 13 4 23 RL 3 Headings eForms Plus amp Enterprise Only RL 3 data is imported with T5 data refer to section Headings for 5 167 for RL 3 import details 13 4 24 RL 8 Headings eForms Plus amp Enterprise Only Cell A1 import from Excel or the first data element import from CSV must contain R8 Heading Description Type Size Comments amp Examples LASTNAME Recipient last name Text 30 Required FIRSTNAME Recipient first name Text 12 INITIAL Recipient initial Text 1 ADDRESS1 Address line 1 Text 30 ADDRESS2 Address line 2 Text 30 CITY City Text 28 PROV Province code Text 2 POSTAL Postal code including space Text
240. pany Merge 108 Company Net Pay 60 Company New 55 Company Reports Selection 75 Company Select 42 55 Company Transfer 108 Company Unlock 61 Comparison 13 Comparison Chart 14 Configure Database 50 Contact Information Global 110 Contribution Rates and Constants 127 Convert Database 48 Converting Databases 118 Country Codes 137 CPP Adjustment Options 58 Create Database 48 Create Slips from Another Slip Type 120 Creating a Company 55 CSV Import from 113 Ctrl A 42 Ctrl D 42 Ctrl P 42 PgDn 42 PgUp 42 Ctrl S 42 Currency Codes 137 D Data Entry Advanced Tab 68 Data File Security 127 Data Import CSV 113 2012 ELM Computer Systems Inc 200 AvanTax eFORMS 2011 Data Import Excel 111 Data Import XML 115 Data Field Selection 123 Data Validating 84 Database Integrity 53 Database Close 49 Database Configure 50 Database Convert 48 118 Database Create 48 Database Open 47 Database Repair 52 Default Adjustment 122 Default New Company 122 Delete Slip 42 Deleting a Company 61 Deleting a Slip 65 Display Options 125 Download Updates 24 DVD Filing 105 Edit Company 42 Edit List Printing 80 Edit Menu 31 Edit Settings Paths 129 Edit Settings System 129 Edit Settings User 130 Edit Summary Data 61 eForms Start to Finish 26 El Adjustment Options 58 Electronic Filing 123 Electronic Filing Instructions Federal Returns 99 Electroni
241. port the allocated amounts the totals will be automatically summed up to the summary and the boxes on the slips will all be overridden so that automatic allocation is suppressed If you prefer to enter the totals of the income and expenses on the summary and have eForms allocate the amounts to the partners you can also do that Simply do not enter the amounts in the spreadsheet Then after the import is complete enter the total amounts on the summary and select the method for calculating the partner s share See Allocating Amounts from the Summary to the Slips below The boxes in the Other amounts and information section of the slips cannot be imported Allocating Amounts from the Summary to the Slips For partnerships where the income and expenses are allocated to the partners based on a percentage eForms can automatically calculate the amounts for each partner Open the T5013 summary Forms Partnership Federal T5013 Summary page 1 and select one of the 3 options in the drop down list Methods for calculating partner s share 96 of income and expenses The purpose of the allocation method is to determine how eForms calculates each partners share of the income and expenses entered on the summary The methods are described below Partner s share 96 based on You must enter these fields sum of all partners income or loss allocated The partner s income or loss divided by the O Each partner s income or loss
242. ppine Peso PHP Costa Rica Costa Rican Colon CRC Pitcairn New Zealand Dollar NZD C te D Ivoire CFA Franc BCEAO XOF Poland Zloty PLN Croatia Croatian Kuna HRK Portugal Euro EUR Cuba Cuban Peso CUP Puerto Rico U S Dollar USD Cyprus Euro EUR Qatar Qatari Rial QAR Czech Republic Czech Koruna CZK R union Euro EUR Denmark Danish Krone DKK Romania New Leu RON Djibouti Djibouti Franc DJF Russian Federation Russian Ruble RUB Dominica East Caribbean Dollar XCD Rwanda Rwanda Franc RWF Dominican Republic Dominican Peso DOP Saint Barth lemy Euro EUR Saint Helena Ecuador U S Dollar USD Ascension amp Tristan Saint Helena Pound SHP da Cunha 2012 ELM Computer Systems Inc Appendices Egypt Egyptian Pound EGP El Salvador Salvador Colon SVC Equatorial Guinea CFA Franc BEAC XAF Eritrea Nakfa ERN Estonia Kroon EEK Ethiopia Ethiopian Birr ETB Manne Falkland Is Pound FKP Faroe Islands Danish Krone DKK Fiji Fiji Dollar FJD Finland Euro EUR France Euro EUR French Guiana Euro EUR French Polynesia CFP Franc XPF French Southern Terr Euro EUR Gabon CFA Franc BEAC XAF Gambia Dalasi GMD Georgia Lari GEL Germany Euro EUR Ghana Cedi GHS Gibraltar Gibraltar Pound GIP Greece Euro EUR Greenland Danish Krone DKK Grenada East Caribbean Dollar XCD Guadaloupe Euro EUR Guam U S Dollar USD Guatemala Queizal GTQ Guernsey Pound Sterling GBP Guinea Guinea Franc GNF Guinea Bissau CFA Franc BCEAO XOF Guyana Guyana Dollar GYD Haiti Gourde HTG
243. ption under the SETUP menu in eForms eForms saves all XML files in the following format COMPANY_NAME_xxx XML where COMPANY is the name of the company for which the file has been created with all space characters replace by an underscore character xxx is a sequential number applied by eForms to ensure that 2012 ELM Computer Systems Inc Electronic Filing 105 older files are not overwritten and XML is the default file type designator required by Revenu Qu bec If the submission is for multiple companies UOMPANY will be replaced my MULTIPLE COMPANIES eForms Plus and Enterprise are able to batch submit returns for multiple companies and multiple return types over the Internet in a single file which can be no larger than 150Mb in size eForms Lite and Basic are limited to submitting single returns over the Internet for a single company at a time As above the file can be no larger than 150Mb in size If you are using one of these eForms versions to file electronic returns for a significant number of clients it may be in your best interest to upgrade to the eForms Plus or Enterprise 10 3 2 1 Revenu Qu bec Internet Filing Limitations 10 4 The following information is taken from the Revenu Qu bec document IN 800 V 4 1 1 Online The combined file size of all transmitted data must not exceed 150 megabytes 150 MB If the transmission exceeds this limit contact the Division
244. r Drive Fergus ON F6 F6F6 CAN 678901234 2009 6 000 60 FGH Corporation 6789123 45 Gundeson George G 7 Gray Road Unit 7 Grimsby G7G7G7 CAN 789012345 2009 777 00 FGH Corporation 7891234 56 Henstock Hazel H 8 Hettersley Circle Hamilton ON H8H8H8 CAN 890123456 2009 88 008 80 FGH Corporation 8912345 67 COMPANY NAME1 eForms Enterprise Only The COMPANY NAME 1 is used exclusively by eForms Enterprise to enable importing data for multiple payers employers companies To use this field simply enter the name of a company already existing in the eForms database for each slip to be imported to that company and the data will be saved to the appropriate company during import is a text field that can contain up to 30 characters 5 Save and close the CSV file NOTE All instances of the import file must be closed before continuing to the next step 6 Start eForms From the Tools menu choose Import and then Import from CSV File 43 Start Page Import From CSV File X File to Import Select a CSV file Browse Select a sheet from the workbook Type of data records in this sheet 9 Import into current company E Skip data validation Import into a new company Import into companies in the Company Name 1 column Add Update Options Add new slips to the database Update existing slips based on linking field 7 Browse to the location of the CSV file you just c
245. r Systems Inc Part XII 122 AvanTax eFORMS 2011 12 Using Setup to Configure eForms 12 1 User Settings eForms Lite and Basic retain a single set of user preferences for all users of the system In eForms Plus and Enterprise each user may set their own default preferences which are linked to the user name and retrieved when that user logs in to eForms 12 1 1 New Company Defaults Page Complete the New Company Defaults page This information will be automatically entered into each new company you set up You may override these defaults for individual companies as you set them up 43 Start Page User Settings User Settings 1 New Company Defaults 2 Adjustment Options 3 Data Entry 4 Electronic Filing 5 Options Contact Information on All Summaries Other Information First name Default province of employment Bn Sumame User name MANUAL Area code phone amp Ex Certification Section on All Summaries Authorized person Note Information on this tab will be copied to each new company you set up Position or office 12 1 2 T4 Adjustment Defaults Page Complete the T4 Adjustment Defaults page The information on this page will be copied to the T4 Adjustment Options page of the Company Information window for each new company See further information in Adjustment Optio
246. re current database Database Activities Configure current database Create a new database My Purchase History Look up authorization codes and purchase history Edit user settings Convert a 2010 database Add a company to the database Importing Data Files Enter or import data Create and file returns Recent Databases User guide Demo T11N Excel Impor Released T11N Open import templates New T11N Lite T11N csv User guide mport User guide XML Import CRA Import MRQ Plus Release 2011 1 1 116 Auto Program Updates Not checked since startup Check for program update now View version history notes Go to downloads page User guide Technical support Getting Started Provides quick access to the major components of eForms to prepare and file returns e Create new database 181 create a database to hold company and employee information e Configure current database 50 Add or remove return types to from the current database Edit user settings 130 Edit settings for the current user Add a company to the database 55 1 add a new company to the current database Enter 4 or data e Create and file returns Auto Program Updates Displays current status of Automatic Update Checking as well as links to check for and download the latest eForms release Click on Auto Program Updates to toggle automatic update checking on indicated by an icon and off indica
247. reated 2012 ELM Computer Systems Inc Using Tools to Manipulate Data 115 8 Indicate which sheet in the CSV file you wish to import data from The Type of data records in this sheet field should indicate the correct data type automatically 9 eForms Enterprise Only Indicate whether you wish to Import into current company Import into a new company or Import into companies in the Company Name1 column If you select Import into new company you will be prompted for a new company name You will need to edit the company profile at a later time to complete the data entry for the company information If you select Import into companies in the Company Name1 column the data for each slip will be imported into the company indicated in the Company Name1 column 10 Click Import eForms will add the slip data to the indicated company If there are already slips of the selected type in the company the imported data will be appended as additional slips A summary for the return will be created or updated as required If you have a company with 10 T4 slips and you import 15 more T4 slips eForms updates the T4 summary with the totals of all 25 slips Add Update Options eForms Enterprise Only eForms Enterprise enables a far more granular data import than other versions Using eForms Enterprise it is possible to import data into an existing company without overwriting data already existing for that company Add new slips to the
248. receive a confirming message Set Password Current password Show Typing Enternew password MyNew Password Strength Strong Confirm password MyNew Current user name is CLERK1 We recommend creating a strong password A strong password is atleast 6 characters long and contains a mixture of upper and lower case letters numbers and special characters You may use the following characters Lower case letters a b c Z Upper case letters A B C Z Numbers 0 1 2 9 Special Characters 8 amp _ Nm If the current password has been forgotten the administrator logged in as ADMIN will need to use the User Administration 126 function of the Setup 371 menu to change the password for the user Edit Setup Files 12 8 1 System Settings This feature allows the direct editing of the global system settings found in the TANET 2011 INI file The System Settings option should only be used under the supervision of ELM Technical Support 12 8 2 Paths This feature allows the direct editing of the file location settings found in the TANET Paths INI file The Paths setup option should only be used under the supervision of ELM Technical Support 2012 ELM Computer Systems Inc 130 AvanTax eFORMS 2011 12 8 3 User Settings This feature allows the direct editing of the session settings for the current user found in the username INI file where use
249. rint only the cancelled slips for the selected companies Selected Slips print only the selected slips for one selected company When only one company is selected the slips that match the selection you have made will be listed in the box on the left If you chose Selected click on the box beside each name you wish to select to put a check mark in the box and to have the name appear on the list on the right Include inactive nil slips Check this box if you want slips to print for recipients who have no dollar values on the slip Sort slips by Choose the order in which you wish the slips to print from the given options The options will change depending on the type of slip to be printed Copies Choose which copies of the slips you wish to print by checking one or more of the boxes The options will change depending on the Type of Form you have selected 2012 ELM Computer Systems Inc Producing Reports 79 Options Group output by Choose to group the slips by copy number or by company Print test pattern Check this box if you wish to test alignment settings for the selected form French instructions on copy 2 3 Check this box to print recipient filing instructions in French Available only on forms printing three slips per page PDF File Options Save PDF files Printing forms either slips or summaries always creates a PDF file If Save PDF file is selected the PDF file will be saved in the indicate
250. rms once a company has been created 2012 ELM Computer Systems Inc 48 AvanTax eFORMS 2011 4 2 1 4 2 2 Creating a Database AvanTax eForms Basic Plus amp Enterprise Only A eForms database is a collection of the data for one or more companies in a single file on your computer Each database can contain the data for numerous companies and you can create as many databases as you wish To create a database select New database from the File menu Create New AvanTax eForms Database Lx XJ Ji My Documents T4 TimeSaver NET 2011 Data X Search Data p Organize v New folder e Client Docs Date modified Type Size Documents 2 Music Pictures Videos Web Sites Demo T11N 9 30 2011 4 47PM T11N File 3 440 KB L New T11N 9 14 2011 12 54 PM TLIN File 3 060 KB Released T11N 9 26 2011 1 47 PM T11N File 1 136 KB Computer amp Local Disk C Data elm3 F Mv Ronk m File name Save as type AvanTax eForms databases T11N E Hide Folders First select the folder in which you want to store the database You can select any local or network folder available to your computer If a multi user network version of eForms is being used the database is normally stored on a network drive so that it can be accessed by other users For best performance
251. rname designates the logon name of the current user The User Settings option should only be used under the supervision of ELM Technical Support 12 9 Language The Language option allows you to switch the eForms user interface between English and French 2012 ELM Computer Systems Inc Part 132 AvanTax eFORMS 2011 13 13 1 Appendices Common Problems 1 I get the message Company is locked by user YesNoCheck YesNoCheck YesNoCheck but there are no other stations using the eForms or The user named is not currently using the program 122i 2 The system is not calculating CPP properly How do enter the number of pensionable weeks 132 3 El insurable earnings is not printing even when have entered a value in Box 24 135 1 have installed an update but the new features do not appear to be available or functioning 132 5 get the message Cannot execute external program regedit exe when installing the program 132 6 My computer hangs when start up eForms or My computer hangs when start up the program and enter the user name 135 7 get the message The OLE system files are in use and cannot be updated This installation must restart Windows to update OLE before it can continue Press Yes to restart Windows and continue the installation or press No to exit the installation when installing the program 1331 8 Network Administrator Installation and or
252. rprise only Yes No eForms Enterprise only Text 30 eForms Enterprise only 2012 ELM Computer Systems Inc Appendices 163 13 4 11 TAARCA Headings eForms Plus amp Enterprise Only Cell A1 import from Excel or the first data element import from CSV must contain T4ARCA Heading Description Type Size Comments amp Examples LASTNAME Recipient last name Text 30 Required FIRSTNAME Recipient first name Text 12 INITIAL Recipient initial Text 1 ADDRESS1 Address line 1 Text 30 ADDRESS2 Address line 2 Text 30 CITY City Text 28 PROV Province code Text 2 POSTAL Postal code including space Text 10 COUNTRY Country code Text 3 YEAR Tax year Interger 4 11 SLIPSTATUS Status of slip Text 1 O Original A Amended or C Cancelled REFUNDEMPLOYER Refund of employer contributions 12 Currency REFUNDEMPLOYEE Refund of employee contributions 14 Currency DISTRIBUTIONS Distributions 16 Currency SELLINGPRICE Selling price of an interest in RCA 18 Currency OTHER Other amounts 20 Currency INCOMETAX Income tax deducted 22 Currency SIN Social insurance number 24 Text 9 TEXTATTOP Optional text to print at top of slip Text 15 EMAILADDRESS OKTOEMAILSLIP COMPANY NAME1 Recipient email address Permission granted to email slip Company associated with slip Text 255 eForms Enterprise only Yes No eForms Enterprise only Text 30 eForms Enterprise only 2012 ELM Computer System
253. s if a dollar value is changed on a T5 slip its corresponding value on the associated RL 3 slip will also be changed If this box is 2012 ELM Computer Systems Inc 5 4 5 5 5 6 5 7 Entering Company Payer Information 61 checked synchronization of numeric data will no longer take place numeric data changed T5 slip will not cause changes on the associated RL 3 slip Non numeric data will always be synchronized NOTE eForms Plus or Enterprise users must log in as ADMIN and all T5 and RL 3 windows must be closed before applying this option If data has been changed while synchronization was disabled and synchronization is then enabled numeric data will be synchronized as changes occur but existing differences between the T5 and the RL 3 slips if any will not be reconciled Delete Company Delete the current company and all slips and summary forms associated with the company by selecting Delete Company from the Company menu You will be given a warning and asked to confirm the deletion of the company by typing the word DELETE Confirm Delete B Do you want to delete the company noted below Note that all tax slip information associated with this company will be permanently erased XYZ Advertising To delete this company enter DELETE the space below and click Delete Delete Cancel Adjust Unadjust T4 Slips Select this option to open the Adjustment Rep
254. s Inc 164 AvanTax eFORMS 2011 13 4 12 T4PS Headings eForms Plus amp Enterprise Only Cell A1 import from Excel or the first data element import from CSV must contain T4PS Heading Description Type Size Comments amp Examples LASTNAME Recipient last name Text 30 Required FIRSTNAME Recipient first name Text 12 INITIAL Recipient initial Text 1 ADDRESS1 Address line 1 Text 30 ADDRESS2 Address line 2 Text 30 CITY City Text 28 PROV Province code Text 2 POSTAL Postal code including space Text 10 COUNTRY Country in address Text 3 CAN USA etc SLIPSTATUS Status of slip Text 1 O Original A Amended or C Cancelled YEAR Year Integer 4 2011 ACTUAL ae amount of non eligible dividends Currency TAXABLE Taxable amount of eligible dividends 25 Currency CREDIT Dividend tax credit for eligible dividends Currency 26 ACTUAL_E Actual amount of eligible dividends 30 Currency TAXABLE_E Taxable amount of eligible dividends 31 Currency CREDIT_E tax credit for eligible dividends Currency CAPGAINS Capital gains for loses 34 Currency OTHER Other income 35 Currency FORFEITED Forfeited due to withdrawal 36 Currency FOREIGNINCOME Foreign non business income 37 Currency FOREIGNCAPGAINS Foreign capital gains or losses 38 Currency FOREIGNTAX Foreign non business tax 39 Currency SIN Canadian social insurance number 12 Text 9 TEXTATTOP Optional text to print at top of slip Text 15 EMAILADDRES
255. s and defaults YEAR Taxation Year Integer 4 2011 TEXTATTOP Optional text to print at top of slip Text 15 CAPITALGAIN Capital gains Currency SINGLEPENSION Single pension payment Currency ACTUAL_E Actual amount of eligible dividends Currency ACTUAL Actual amount of ordinary dividends Currency ENTITLEMENTPENSION Pension payment giving entitlement toa Currency tax credit FOREIGNINCOME_BUS Foreign business income Currency FOREIGNINCOME_NONBUS Foreign non business income Currency OTHER Other income Currency INCOMECODE Code corresponding to the type of income Text 1 Blank 1 2 entered in box G ENTITLEMENTCAPITALGAIN Capital gains giving entitlement to a Currency deduction TAXABLE Taxable amount of eligible and ordinary Currency dividends CREDIT Dividend tax credit Currency FOREIGNINCOMETAX_BUS Foreign income tax on business income Currency FOREIGNINCOMETAX NONBUS Foreign income tax on non business Currency income COSTBASEADJUSTMENT Cost base adjustment of capital interest Currency CONSOLIDATIONCODE Consolidation Indicator Text 1 Blank C CURRENCYCODE Currency Code Text 3 SERIAL Relev number of paper slip Numeric 9 SERIALORIGINAL Relev number of previously filed paper Numeric 9 slip user entered SERIALMM Relev number of XML slip Numeric 9 SERIALMMPREVIOUS Relev number of previously filed XML Numeric 9 slip XBOX01 Additional Information Box 1 Box Text 7 number XAMT01 Additional information Box 1 Currency Currency data XTXTO1
256. see an e Slip tab on many of the information slip data entry screens The fields on this screen are used to enter the email address of the slip s recipient which can then be used to email an electronic copy to the recipient rather than collating and mailing paper slips The slip will be sent to as a PDF file You are required to obtain the employee s consent before you can distribute slips in electronic format Email address Enter the recipient s email address When emailed the PDF slip will be sent to this address The checkbox Recipient consents to receive electronic copy of slip is selected by default for all recipients of all slip types to indicate that the recipient has approved the use of their email address in this way Filename of slip PDF file Enter the filename you want to give the PDF slip as it will be stored in your system Email delivery status The delivery status field indicates whether or not a PDF slip has been emailed to the recipient Special electronic filing Check the box marked Check to select this slip for special electronic filing to select the current slip to be included in an electronic submission XML file containing only selected slips You must also need check the box marked Only process slips that are selected on the Advanced tab on the Electronic Filing 99 page for the appropriate slip type 2012 ELM Computer Systems Inc Entering Recipient Payee Information 69
257. ship 2012 ELM Computer Systems Inc 184 AvanTax eFORMS 2011 Heading Description Type Size Comments amp Examples BOX6B Actual amount of ordinary dividends Currency BOX7 Interest and other investment income from Currency Canadian sources BOX8 Foreign dividends amp interest Currency BOX9 Patronage dividends from a corporation Currency BOX10 Capital gains losses used to calc ded Currency BOX11 Reserves for dispositions of capital Currency property BOX12 Capital gains losses not used to calc Currency ded BOX13 Business investment loss Currency BOX15A Carrying charges and interest expenses Currency BOX15B Dividend rental arr compensation Currency payments BOX16 Quebec income tax withheld at source Currency BOX17 Foreign income tax paid on non business Currency income BOX18 Foreign income tax paid on business Currency income BOX19 Donations and gifts Currency BOX20 Other gifts Currency BOX21A Investment tax credit depreciable Currency property BOX21B Investment tax credit other property Currency BOX24A Paid up capital share of debts Currency BOX24B Paid up capital share of qualified Currency property BOX24C Paid up capital share of total assets Currency BOX25 R amp D Expenditures Currency BOX26 At risk amount Currency BOX27 Limited partnership loss Currency BOX28 Canadian exploration expenses Currency BOX29 Canadian development expenses Currency BOX30 Canadian oil amp
258. sion Comparison 14 Versions 13 View Menu 32 Viewer Event 119 W Warranty Information 17 Windows 12 Windows Menu 40 Workstation 20 2012 ELM Computer Systems Inc 204 AvanTax eFORMS 2011 XML Import from 115 2012 ELM Computer Systems Inc 205 2012 ELM Computer Systems Inc
259. slips are assigned sequentially by eForms from a range supplied to ELM Computer Systems by Revenu Qu bec as slips are printed Depending on the slip to be printed its status and the answers you provide you will see one or more of the following dialogues Reassign Serial Numbers m o Do you want to reassign the relev numbers before printing The screen above will be displayed when you are re printing slips whether original or amended Clicking on Yes will cause eForms to calculate a new serial number for the slip s being printed Clicking on No will cause eForms to print the slip s using the serial number already assigned In the case where no serial number exists eForms will assign the next serial number in sequence Print System Assigned riginal Relev Numbers I l Revenu Qu bec requires that amended RL slips show the relev number of the original slip Because you are printing amended slips which have previously been assigned relev numbers by AvanTax eForms you have a choice You can either print the system assigned numbers in the Num ro du relev original boxes by selecting Yes or if you have manually entered the original numbers on the slips you can print them instead by selecting No Select Yes to print the system assigned original numbers or No to print the numbers you entered on the slips j J The dialogue above will be displayed when one or more amended slips are inc
260. ssed by clicking its name or by holding down the ALT key at the same time you depress the underlined letter of the desired menu item Each menu has a submenu of functions relating to the menu name 6 van 201 Cr File Edit View Company Forms Tools Setup Reports Electronic Filing Windows Help Items that are greyed out are not available because i The function is not supported by the installed eForms version ii The function is not required by the current form iii A database has not been opened or iv No data has been entered File Menu File Edit View Company Forms File Edit View Company Forms Open Database Open Database New Database New Database Close Database Close Database Convert a 2010 database Convert a 2010 database Configure Database Configure Database Backup and Restore Backup and Restore Repair Database Repair Database Check Data Integrity Check Data Integrity Check Data Integrity of Relev 1 s Check Data Integrity of Relev 1 s Repair User Database Repair User Database Print This Form Event Viewer Exit Print This Form Ctrl P 1 Demo TI1N Exit 1 Demo T11N File Menu Lite Basic amp Plus 2012 ELM Computer Systems Inc Getting Started 31 3 5 2 File Menu Enterprise Open Database Opens an existing 2010 or 2011 eForms database if you are opening a 2010 eForms database the Convert Databases 118 dialogue
261. t GRA e M 100 Instructions for 103 Using Serial Relev Numbers in Electronic Returns eese nennen nennen nnne nnns nennt 103 Internet Filingito Leinen jede Eee horae eedem cue iege ceres 104 Revenu Qu bec Internet Filing Limitations nnne 105 Filing or DVD iori cre sated cand ap Deed diei eser ace ia 105 Using Tools to Manipulate Data 108 Merge Companies cette c dioe unt ed Aa ir aane 108 Transfer Companies 2 reaa 108 2012 ELM Computer Systems Inc Contents 7 3 Global CnanQes A E E 109 M A 109 Contact Information EIMnpncie 4 Import Data oiii rri unas Import from Excel File 111 Import from CSV File 113 Import from XML Fille 115 Open Excel Templates 116 5 cExport
262. t 3 CAD USD EUR amp etc DATETRANSACTION Date of transaction Date Mmm dd yyyy Apr 1 2011 CODEOFSECURITY Code for type of security Text 3 OBL DRO DEN ACT TIT BON OPE UNI MET DIV CON NUMBEROFSECURITIES Number of securities 12 digits 4 decimals IDNUMBER Identification number of the values Text 12 FACEVALUE Face value Currency COSTORBOOKVALUE Cost or book value Currency PROCEEDSOFDISPOSITION Proceeds of disposition or settlement Currency 2012 ELM Computer Systems Inc Appendices 195 Heading CODEOFSECURITYRECEIVED NUMBEROFSECURITIESRECEIVED DESCRIPTIONOFSECURITIESRECEIVED SERIAL SERIALORIGINAL SERIALMM SERIALMMPREVIOUS EMAILADDRESS OKTOEMAILSLIP COMPANY NAME XBOX01 1 01 XBOX02 XAMT02 XTXT02 XBOX03 XTXT03 XBOX04 XAMT04 XTXT04 Description amounts Code for type of security received in exchange Number of securities received in exchange Description of securities received in exchange Relev number of paper slip Relev number of previously filed paper slip user entered Relev number of XML slip Relev number of previously filed XML slip Recipient email address Permission granted to email slip Company associated with slip Additional Information Box 1 Box number Additional information Box 1 Currency data Additional information Box 1 Character data Additional Information
263. t 30 Text 30 Text 20 Text 12 Text 1 Text 20 Text 12 Text 1 Text 30 Text 30 Text 28 Text 2 Text 10 Text 3 Text 1 Text 1 Text 15 Text 15 Currency Currency Currency Currency Currency Currency Currency T3 Commenis amp Examples Required type 3 4 amp 5 Required type 1 amp 2 CAN USA etc O Original A Amended or C Cancelled 1 Individual 2 Joint account 3 Corporation 4 Association trust club or partnership 5 Government or international organization 000000000 000000000RP0000 T00000000 2012 ELM Computer Systems Inc 154 AvanTax eFORMS 2011 Heading CREDIT OTHERINCOME FOOTNOTE1 FOOTNOTE2 FOOTNOTE3 OTHERCODE1 OTHERAMOUNT1 OTHERCODE2 OTHERAMOUNT2 OTHERCODE3 OTHERAMOUNTS OTHERCODE4 OTHERAMOUNT4 OTHERCODE5 OTHERAMOUNTS5 OTHERCODE6 OTHERAMOUNT6 ITCCODE EMAILADDRESS OKTOEMAILSLIP CAPITALGAINSP2 CAPITALGAINSP3 CAPITALGAINS_EP2 CAPITALGAINS_EP3 INSURANCESEGLOSSESP2 INSURANCESEGLOSSESP3 Description eligible dividends Dividend tax credit for dividends other than eligible dividends Other income FOOTNOTE1 FOOTNOTE2 FOOTNOTE3 Other code 1 Other amount for code 1 Other code 2 Other amount for code 2 Other code 3 Other amount for code 3 Other code 4 Other amount for code 4 Other code 5 Other amount for code 5 Other code 6 Other amount for code 6 Investment tax credit code Recipient emai
264. t name line 2 type 3 4 amp 5 Text 30 LASTNAME1 First recipient last name type 1 amp 2 Text 20 FIRSTNAME1 First recipient first name type 1 amp 2 Text 12 INITIAL 1 First recipient initial type 1 amp 2 Text 1 LASTNAME2 Second recipient last name type 1 amp 2 Text 20 FIRSTNAME2 Second recipient first name type 1 amp 2 Text 12 INITIAL2 Second recipient initial type 1 amp 2 Text 1 ADDRESS1 Address line 1 Text 30 ADDRESS2 Address line 2 Text 30 CITY City Text 28 PROV Province code Text 2 POSTAL Postal code Text 10 COUNTRY Country Text 3 CAN USA etc SIN First recipient SIN Text 9 SIN2 Second recipient SIN Text 9 OTHERNUMBER NEQ or identification number of first Text 10 recipient OTHERNUMBER2 NEQ or identification number of second Text 10 recipient FIRSTINDIVIDUAL Yes if first recipient is an individual no Yes No Yes otherwise SECONDINDIVIDUAL Yes if second recipient is an individual no Yes No Yes otherwise REPORTCODE Status of Slip Text 1 R Original A Amended or D Cancelled RECTYPE Beneficiary type code Text 1 1 Individual 2 Joint account 3 Corporation 4 Association trust club or partnership 5 Government or international org 6 Spouse or trust settlor of spouse 7 Holder of joint account other than 2 BENEFICIARYNUM Beneficiary Number Text 20 2012 ELM Computer Systems Inc 190 AvanTax eFORMS 2011 Heading Description Type Size Comments Example
265. t recipient initial Address line 1 Address line 2 City Province code Postal code including space Country in address Year Social insurance number Employer reference number Total deductions A Total employment revenue B Total income for stay C Allowance in year D Allowance for stay E Days outside Canada F Number of 30 day periods G Departure date from Canada H Return date to Canada 1 Name of foreign country J Status of slip Relev number of paper slip Relev number of previously filed paper slip user entered Relev number of XML slip Relev number of previously filed XML slip Optional text to print at top of slip Recipient email address Type Size Comments amp Examples Text 30 Required Text 12 Text 1 Text 30 Text 30 Text 28 Text 2 Text 10 Text 3 CAN USA etc Text 1 2011 Text 9 Text 15 Currency Currency Currency Currency Currency Integer Integer Date Mmm dd yyyy Ex Apr 1 2011 Date Mmm dd yyyy Ex Apr 1 2011 Text 20 Text 1 R Original A Amended or D Cancelled Numeric 9 Numeric 9 Numeric 9 Numeric 9 Text 15 Text 255 eForms Enterprise only 2012 ELM Computer Systems Inc Appendices 193 Heading Description Type Size Comments amp Examples OKTOEMAILSLIP Permission granted to email slip Yes No eForms Enterprise only COMPANY NAME1 Company associated with slip T
266. tal gains reserves 71 CCA Capital cost allowance 85 Generic boxes where is two numerals 01 to 25 X TEXT1 Generic box 1 Province Country X TEXT2 Generic box 2 Box number X AMOUNT Generic box 1 Amount 7 Other amounts and information Generic large boxes where is two numerals 01 to 10 E TEXT2 Generic box 2 Box number E TEXT3 Generic box 3 Text Additional Headings for Schedule 50 fields CAPITALSTART Capital account start of period CAPITALCONTRIBUTED Capital contribution during period OTHERADJUSTMENTS Other Adjustments INCOMEALLOCATED Income allocated during period DRAWINGS Drawings CAPITALEND Capital account end of period RECTYPE Recipient code EMAILADDRESS Recipient email address OKTOEMAILSLIP Permission granted to email slip COMPANY NAME1 Company associated with slip Type Size Comments amp Examples Currency Currency Currency Text 3 Text 6 Currency Text 6 Text 65 Currency Currency Currency Currency Currency Currency Text 1 Text 255 Yes No Text 30 1 Individual other than a trust 2 Trust 3 Corporation 4 Partnership 5 Nominee or agent eForms Enterprise only eForms Enterprise only eForms Enterprise only 2012 ELM Computer Systems Inc Appendices 177 13 4 19 T5018 Headings eForms Plus amp Enterprise Only Cell A1 import from Excel or the first data element import from CSV must
267. te that the box will be overridden on all slips for the company In the event that you want to override all boxes on the slips use the Override all boxes button at the top of the form T5013 eForms Plus amp Enterprise Only Please note information on the GIFI codes can be found on the CRA website at the following URL http Awww cra arc gc ca E pub tq rc4088 rc4088 09e pdf Relationships Between Forms The Partnership forms are linked together so that information entered on a slip schedule or summary will flow automatically to the appropriate related form A simple overview of the relationships between the various forms is presented in the diagram below Schedules 25 100 and 141 are included but are independent and used for reporting purposes only 2012 ELM Computer Systems Inc 92 AvanTax eFORMS 2011 Relationships between forms A detailed analysis of the flow of data between forms is given in the table below Abbreviations are used as follows Data flow Source Form Destination Form SOURCE FORM DESTINATION FORM Schedule 1 Schedule 1 Line D gt Summary Box 20 21 22 or 23 user defined Schedule 2 Section A Line 103 Schedule 2 Section B Line 103 gt Summary Line 103 Schedule 2 Section C Line 104 Schedule 2 Section D Line 104 Summary Line 104 Schedule 2 Schedule 2 Section E Line 105 gt Summary Line 105 Schedule 2 Section Line 106 gt Summary
268. ted as the minimum of QPIP PPIP deducted 0 537 OR 64 000 00 OR Employment income Transfer Over Remittance Transfer employer s over remittance to employee with the following S I N When adjustments reduce total deductions for the company the employer s portion of the over remittance may be transferred to the tax of an owner or shareholder When S I N is entered in this field any net overpayment of CPP QPP EI and PPIP QPIP resulting from adjustments calculated by the program will be credited to the tax deducted on the T4 for the employee having this S I N This adjustment will be reflected in the adjusted tax on the adjustment reports for the particular employee Increase the gross pay of above employee by the amount of over remittance If an over remittance is created by the adjustments and the over remittance is being transferred to a specific employee i e an owner or shareholder you may also increase the gross pay for that employee in order to keep the net pay at the same level If this option is chosen and the transferee s CPP QPP is under the maximum deduction for the year the CPP QPP will NOT be adjusted again for this underpayment Other Adjustment Options Adjust CPP EI PPIP differences greater than Adjustments to CPP QPP El or PPIP QPIP will be made only if they exceed the value entered here No adjustments will be made if the difference between the calculated amount and the entered amount for CPP QPP
269. ted by an icon Requires that your computer can access the Internet using FTP e Check for program update now check for updates and display update status e View version history notes display current release notes to downloads page open Internet browser to the eForms download page http www AvanTax ca eForms eForms Downloads html Database Activities The name and location of the last few database opened is shown here e Configure current database 501 Add or remove return types to from the current database e Create a new database 4s Create a database to hold company and employee information e Convert a 2010 8 convert a 2010 database to the 2011 database format 2012 ELM Computer Systems Inc 3 3 28 AvanTax eFORMS 2011 Recent Databases Displays the nine most recently used databases with the most recent at the top of the list My Purchase History Used to look up purchase history and authorization codes for past eForms T4 TimeSaver versions purchased for your location Importing Data Files Import data into eForms from Excel CSV or XML source files e Excel User guide opens the Import from Excel section of the eForms user guide e Excel Import opens the Import from Excel dialogue Excel Open Import Template xls opens the Excel import templates included with the eForms installation CSV User guide opens the Import from CSV 119 section of the e
270. tegrity function will recalculate all summaries in the current database In most cases data in overridden 441 fields will be left unchanged all summaries have been recalculated the words Processing Complete will be displayed beside the Close button In databases with large amounts of data the Check Data Integrity procedure could take considerable time _ A Integrity Check X This procedure scans the data for each company in the current database and recalculates each summary It may take several minutes to complete if you have a large database It is recommended that you backup your data before proceeding using either File Backup or Windows Explorer Progress Company Slip Type Repair User Database All user settings for a eForms Lite or Basic session and for individual eForms Plus or Enterprise user sessions are stored in a dedicated user database The Repair User Database function checks the user database for damage and makes any necessary repairs 2012 ELM Computer Systems Inc Part V 5 1 5 2 Entering Company Payer Information 55 Entering Company Payer Information New Company You can enter as many companies as necessary in each eForms Basic Plus or Enterprise database eForms Lite is limited to 5 companies To create a company select New Company from the Company menu Enter the company name in the space provided and press the OK button If the company name alre
271. ter the first line of the recipient s address Due to CRA requirements for electronic filing this field is limited to 30 characters Address line 2 Enter the second line of the recipient s address if applicable Due to CRA requirements for electronic filing this field is limited to 30 characters City Province Enter the city and province of the recipient s address Due to CRA requirements for electronic filing the city field is limited to 28 characters and the province field is limited to 3 characters Valid province names are selectable from the list displayed by double clicking the arrow icon beside the province field Postal code Country Enter the postal code and country of the recipient s address Due to CRA requirements for electronic filing the postal code field is limited to 10 characters to allow for both Canadian postal codes and USA zip codes and the country field is limited to 3 characters Valid country names are selectable from the list displayed by double clicking the arrow icon beside the country field Tax Year Enter the taxation year to which the slip applies Due to CRA requirements for electronic filing the tax year field is limited to 4 characters S I N Enter the recipient s social insurance number Due to CRA requirements for electronic filing the S I N field is limited to 17 characters On some forms where the recipient has been identified as a corporation you may be required to enter the recipient s busin
272. the I agree at the bottom of the page before you can enter the Internet File Transfer site Once you click on I agree the following webpage will open 2012 ELM Computer Systems Inc Electronic Filing 101 Canada Revenue Agence du revenu 79 coy Canada Canada Revenue Agency www cra gc ca Search Contact Us Help canada gc ca Return to Filing Information Returns Electronically To file your electronic information return you must provide the following information Internet File Transfer XML Return to filing Step 1 Identification area other types of returns Your Account Number Need to retrieve your Web access code Note Do not enter dashes or spaces in the Account Number Your Web Access Code Note Your Web Access Code contains letters which are identified with an asterisk and must be entered in the same case as they appear on the correspondence you have received The Web Access Code and your Account Number are printed on the File Your Information Returns Electronically letter Continue to step two R Date Modified 2011 01 10 Important Notices Top of Page You will be prompted to enter e the Account Number of the company for which you are filing an Internet return and e the Web Access Code of that company If you are submitting returns on behalf of multiple companies you would enter e your company s Account Number and
273. tings Data Entry settings Electronic filing information Report settings Other program settings You can user settings at any time by selecting Tools gt Import User Information The first screen will present a choice between importing 2010 T4 TimeSaver user settings and also gives instructions on how to determine which T4 TimeSaver version you were using in 2010 Start Page 43 Import User Settings X Next you must select the user database to import The file name is Usersettings mdb LJ Note You can locate last year s user database by starting the 2010 program Select Setup gt File Locations to see the user settings path Altematively you can search your computer for Import User the file Usersettings Settings lt Previous Next gt Cancel The second screen allows you to specify the location of the file containing the user settings for 2010 and also gives instructions on how to determine the location of this file Once a valid user settings file has been selected you can click on the Next button to complete the import 2012 ELM Computer Systems Inc 118 AvanTax eFORMS 2011 11 7 11 8 Convert Databases a Convert Last Year s AvanTax eForms Databases Conversion options v Initialize fields zero amounts remove Amended etc Clear Exempt boxes Clear Do not adjust CPP bo
274. to the Partnership Forms There are three ways to get data into eForms partnership forms a Convert last year s eForms database b Import data from an Excel spreadsheet c Enter the data manually Converting Partnership Data from a eForms Database Converting partnership data from last year s eForms database is virtually identical to the way you convert other data 484 The only difference is that you have the option to convert only companies with partnership data This is useful if you have already converted your databases prior to the February 10 2009 release which handled partnership forms a Convert Last Year s AvanTax eForms Databases cB Conversion options V Initialize fields zero amounts remove Amended etc Clear CPP Exempt boxes Clear Do not adjust CPP boxes Clear El Exempt boxes Clear not adjust boxes Roll forward prior year UCC and capital account amounts on federal and Quebec partnership returns Importing Partnership Data from Excel Importing T5013 slips from an Excel spreadsheet is done in the same way as importing other slips See the eForms User Manual for general instructions about importing data For information about the names of the fields used as headers for T5013 slips see Headings for T5013 173 for layout details You can import both identification information names addresses etc as well as the amounts allocated to the partners for each box If you im
275. u to customize adjustment of CPP QPP El and PPIP QPIP discrepancies for individual companies When you add a new company eForms inserts the default values from the T4 Adjustment Defaults 125 page in the Setup menu See Contribution Rates and Constants 127 for the 2011 deduction rates Adjustment options for the current company can be modified as necessary Em Start Page ud Company X Company Setup Demo Company 1 General 2 Adjustment Options 3 Advanced CPP QPP Adjustment Options Transfer Over Remittance V Adjust if over maxiumum under required minimum Transfer overremittance to employee with the following S I N Adjust based on number of pensionable weeks Maximum number of pensionable weeks 54 Increase gross pay of above employee by amount of overzemittance El Adjustment Options Adjust El premiums if over annual maximum Adjust CPP EI PPIP differences greater than 1 00 Eust Ei preme on iron ceris Adjust CPP EU PPIP to calculated amounts even f there is Adjust insurable eamings based on El premiums insufficient tax to offset the adjustment Maximum amount by which tax may be reduced 9 999 99 PPIP Adjustment Options Adjust PPIP premiums if over annual maximum Adjust PPIP premiums based on insurable eamings Lock adjustment options for this company Adjust insurable eamings based on PPIP premiums Disable T4 RL 1
276. uirements of the Windows version installed on it e Minimum System Memory As a guideline Windows XP offers best performance with 2Gb of RAM installed we do not recommend less than 1Gb Windows Vista and Windows 7 perform best with at least 3Gb of RAM we do not recommend less than 2Gb Disk Drives and Data Storage 100 Mb of disk space is required to install eForms plus an additional 100Mb for data files An empty data file can range from 700kb to 3Mb in size dependant on how the database has been configured 501 Data can be stored on any local network or external hard disk as well as memory keys NOTE Do not store data on floppy disks as this WILL result in computer instability crashes and data loss Ensure that sufficient space is available for Windows to maintain its paging file typically 1 5 times the RAM installed on the computer as well as for temporary files or print jobs created during system use Network To use eForms as a client application hosted on a network server the server must be running a Any current Windows Server version or b A server operating system capable of hosting Windows clients 2012 ELM Computer Systems Inc Introduction 13 Terminal Server To use eForms in a Terminal Server environment you must have a terminal server capable of hosting Windows clients and software Print and Electronic Output eForms creates much of its printed output as Adobe Portable Document Format PDF
277. umbers to filers of electronic returns as opposed to paper returns where serial numbers are assigned to ELM Computer Systems and re distributed among eForms users You have the option to set the electronic serial number by using the Set Serial Number button on the Electronic Filing screen for the Relev in question simply click on this button and you will be able to enter the appropriate serial number from the range assigned to you by the Revenu Qu bec Relev slips will display two serial numbers e The top serial number is associated with the magnetic media submission and is assigned when you process the XML output not when the slips are printed Setting the starting serial number does not assign the numbers to the slips e The bottom serial number is associated with the paper copy and is assigned when the forms are printed The procedure to ensure that both serial number print correctly on any paper Relev slips would be to Enter the slips into eForms Check for errors in data entry Process the electronic filing submission file This assigns the top serial number Print the slips this will assign the bottom serial number Since the XML processing was done first both 2012 ELM Computer Systems Inc 104 AvanTax eFORMS 2011 serial numbers will print 10 3 2 Internet Filing to MRQ eForms is able to utilize Revenu Qu bec s URL for Internet filing of Relev returns Because the Revenu Qu bec website may be
278. urce database s will be copied into a new database in the 2011 format no changes will be made to the original database s Destination Folder Location of the converted database The original database will not be modified in any way conversion simply copies the original database into the 2011 format and saves it in the specified location Closing a Database Close the current database by selecting Close database from the File menu The database must be closed to allow you to access the file through your operating system in order to move or backup the database 2012 ELM Computer Systems Inc 4 4 4 5 50 AvanTax eFORMS 2011 Configure Databases AvanTax eForms Basic Plus amp Enterprise Only You can use the Configure Database option to reduce the size of eForms databases by de selecting returns you do not intend to prepare submissions for Doing this will considerably improve the performance of various database operations within eForms and may also have a beneficial impact on overall program performance 3 Start Page ug Configure Database Configure Database lets you select the return types to be included in the current database Selecting only the returns you need will speed up processing in certain parts of the program You may return to reconfigure this database at any time Select Retums for Current Database Select by Category Available Selected for Database CRA returns
279. urns T4 Companies DEMO The items in this list must be corrected before filing the selected data electronically Click here for information about using electronic filing validation reports Company DEMO Name on T4 Slip Peter A Edit slip Error Message Employee sumame is missing Data as entered Data is missing XML Schema Error element is invalid The value is invalid according to its datatype char20Type The actual length is less than MinLength End of report Processing of an electronic return will be halted if any Critical Errors are found Critical Errors are those that would cause CRA or Revenu Qu bec to reject the electronic return Processing of the electronic return can only continue if all Critical Errors have been repaired Start Page 3 Electronic Filing 3 Validation Report SX Wamings cw Next gt View wamings then click Next to proceed Electronic Filing Validation Warnings Database C Users Peter Rhebergen Documents T4 TimeSaver NET 2009 Data Demo T09N Printed 2 22 2010 at 10 52 AM Returns T4 Companies DEMO The following items are wamings only and need not be corrected in order to file the selected data However while the data in your selection does technically pass CRA s validation requirements for filing electronically items in this list may indicate other types of errors in the data Click here for more information Company informati
280. uter Systems Inc Cancel Select Install Type When the setup program begins follow the directions as they appear on your display Unless you have special installation requirements or are installing to a network location you can generally accept the default settings You will be given the option to install eForms in one of two ways As either a Workstation or Network Administrator installation see notes below and at the end of this section Etro fos Select Install Type If you select a Workstation installation amp vanT ax eForms will be installed for use on your computer However if you select Network Administrator the program and the node setup program will be copied to the file server Each user can then run NetNode exe to set up their own workstation Workstation Installs a copy of AvanT ax eForms on your hard disk D Network Administrator Installs the application for use on the network Cancel lt Back Workstation Installation Select Workstation from the Select Install Type window if you will install eForms individually on each workstation This will install the program on any local hard drive or network drive available to the workstation and place all support files and resources required by the program on the workstation s hard drive This is the best option to choose if you do not have a network or will be using eForms on a small number of workstations NOTE Use the Workstation Installation to
281. ver the years Thank you for helping to make eForms the finest information slip preparation software available in Canada System Requirements Operating System Requirements Windows eForms will run on any current Windows version 32 bit or 64 bit with NET Framework 2 0 installed Current Windows versions include XP Vista 7 Server 2003 amp Server 2008 eForms may run on non current Windows versions but as these are no longer supported by Microsoft we cannot guarantee all features of eForms will work and we may not be able to resolve any problems you encounter Apple eForms will run in Windows on Mac computers using Boot Camp or similar dual boot systems or Parallels or similar virtualization systems See File Locations 1128 for further details Terminal Server eForms will run on Terminal Servers that support Windows applications Refer to the documentation for your Terminal Server for recommended installation procedures Novell We do not guarantee eForms to work on Novell networks although some clients report success If you do try ensure that file and path names are no longer than eight characters each as Novell does not always correctly resolve long file names Hardware Requirements Workstation required for all installations The workstation on which eForms will be used either as a stand alone application or in a client server environment must be capable of supporting a current version of Windows and meet the hardware req
282. we recommend that data files be stored on local or network storage Do not store data on floppy disks as this WILL result in computer instability crashes and data loss Next enter a valid Windows filename If you enter the extension it must be T11N If no extension is entered the extension will default to T11N Click Save to create the database and exit the Create New Database dialog box The new database will be automatically opened and its name will appear in the title bar of your eForms window If you already have a database open when you choose New database the current database is automatically closed before the new database is created Once the database has been created you must create a company s amp in order to begin entering data Converting a Database AvanTax eForms Basic Plus amp Enterprise Only When you open a T10N T4 TimeSaver database you will asked if you wish to convert the database into the 2011 eForms database format In the Convert Database dialogue you will have the option to set all dollar values to zero and initialize CPP and El exemption options 2012 ELM Computer Systems Inc 4 3 Working with Databases 49 25 Convert Last Year s AvanTax eForms Databases cB X Conversion options v Initialize fields zero amounts remove Amended etc Clear CPP Exempt boxes Clear Do not adjust CPP boxes Clear El Exempt boxes Clear not adjust boxes v
283. wish to Import into current company Import into a new company or Import into companies in the Company Name1 column If you select Import into a new company you will be prompted for a new company name You will need to edit the company profile at a later time to complete the data entry for the company information If you select Import into companies in the Company Name1 column the data for each slip will be imported into the company indicated in the Company Name1 column 12 Click Import eForms will add the slip data to the indicated company If there are already slips of the selected type in the company the imported data will be appended as additional slips A summary for the return will be created or updated as required If you have a company with 10 T4 slips and you import 15 more T4 slips eForms updates the T4 summary with the totals of all 25 slips Add Update Options eForms Enterprise Only eForms Enterprise enables a far more granular data import than other versions Using eForms Enterprise it is possible to import data into an existing company without overwriting data already existing within that company Add new slips to the database Data for the slip in question will be added to the data existing in eForms Enterprise as a new slip If the slip already exists in the eForms database it will be overwritten Update existing slips based on linking field This option will update existing data in the eForms Enterprise by use of the linking fie
284. xes Clear El Exempt boxes Clear Do not adjust boxes Select files to convert Source folder Browse Destination folder Set the destination folder to the source folder Select which file s to convert The Convert Databases function converts T10N 2010 T4 TimeSaver databases into T11N 2011 eForms databases of the same name Use this function to maintain the company and employee data Options You can choose to set all dollar values to zero or remove any amended markers by checking this box Otherwise all dollar values will be maintained and amended slips will still be labeled amended Check in the appropriate box es if you want to clear the CPP exemption fields the El exempt fields the T5013 Details boxes and or to initialize the partnership forms Please note that the option to Roll forward federal partnership Schedule 8 and Schedule 50 for new year is available only in eForms Plus or Enterprise Select Source Folder Choose the drive and directory that contains the 2010 T4 TimeSaver databases to convert eForms will automatically find and list all the files having a T10N 2010 T4 TimeSaver extension The 2010 database will not be deleted instead a new T11N 2011 eForms database will be created Select Destination Directory Choose the drive and directory in which you wish to store the 2011 eForms database The directory can be the one containing the 2010 database or you can create a n
285. y enable the user ADMIN to give users the right to modify default file locations for their own eForms sessions Options that are checked can be modified by each user options that are unchecked can be modified by the ADMIN user only NOTE If you use AvanTax eForms in Parallels on a Mac you may find that the locations here refer to the Documents folder on the Mac s desktop via the UNC path PSF Home Documents in which case eForms will encounter errors If this is your situation you can take the following steps to resolve the problem 1 Open Windows Explorer Windows Key E on the Windows system running in Parallels 2 Browse to the Documents My Documents or username s Documents folder depending on the version of Windows installed 3 Create a sub folder named T4 TimeSaver 2011 under the documents folder e Alternatively you can drag the T4 TimeSaver 2011 folder from the Documents folder of your Mac s desktop to the appropriate documents folder of the Windows installation 4 Create the sub folders User Settings Data PDF Output XML Output and Backups under the 4 TimeSaver 2011 folder 5 Open the Folder Locations dialogue in eForms 6 Ensure that the path names are set to the folders you created in steps 3 amp 4 If the eForms database is stored a network location specify that location as the Default Data location rather than the folder created in step 4 Change Authorization Code This feature is avail
286. y and process in selection sequence 2 selected 4 Close Company Category T4 R15 name Status Status The Filing Status button displays the Filing Status selection window which is used to filter data by filing status Only selected data will be acted upon by the tool Any combination of return types or companies can be selected Filing status options are e Not Required No return is required MEEHIBER A return is required e Entered A return has been entered into eForms Checked Data entered has been checked e Filed The return has been filed with the CRA and or the Revenu Qu bec Once you have made the desired selections you can click on the Refresh button to display the filing status for the selected employers in the lower half of the screen and the Print button will become active allowing you to print the report Company Statistics The Company Statistics report shows in tabular form the total number of companies entered the number of returns for each company the total number of slips entered for each return and the average number of slips per return More Selecting this option opens the Configure Database 51 dialogue where you can configure the current database to include exclude specific forms 2012 ELM Computer Systems Inc Part IX 90 AvanTax eFORMS 2011 Partnership Forms Plus amp Enterprise Versions Only eForms Plus amp Enterprise Only How to Get Data in
287. yee number v 29 Employment code V Do not adjust CPP QPP Other deductions from net pay v CPP pensionable weeks V Do not adjust V Optional text 10 Province of employment Do not adjust PPIP 7 Status of slip J 44 Union dues V 46 Charitable donations 4 14 Employment income 50 RPP or DPSP registration number 16 CPP contributions V 52 Pension adjustment 12 1 4 Electronic Filing Page The Electronic Filing page contains information required by eForms to submit electronic returns See Electronic Filing Preparation 25 for further information regarding electronic filing 2012 ELM Computer Systems Inc 124 AvanTax eFORMS 2011 43 Start Page 8 User Settings X User Settings mat 1 New Company Defauts 2 Adjustment Options 3 4 f 5 Options Transmitter Information Federal Name line 1 Transmitter number Name line 2 Address line 1 Address line 2 Quebec City Province Dn Transmitter number Postal code Country Transmitter type Ailing on behat of other filers Identification file r Accounting Contact NEQ Name Source of slips B RL slips are facsimiles obtained from third party Area code phone number Phone extension Language EB Technical Contact

User Manual in PDF format

Contents

Download Pdf Manuals

Related Search

Related Contents