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T4 TimeSaver.NET Help & User Guide

1. Entering Slips 59 5 9 1 Electronic Filing Input Window X Statement of Pension Retirement Annuity and Other Income Goto Summay cose J Default Company Sumame First name intial Tax year Status of sip 0 Ed original Address line 1 Social insurance number 12 Address line 2 Footnote code B Cty Province 13 Postal code Country Recipient s number 14 Information on this page is used only for filing electronically via XML Boxcodes Bx B Bx27 B Footnote description Bx B Bx23 B Bx32 B amp x B amp eo B Unregistered pension plan 16 0 00 Board and lodging at special work sites 28 0 00 Status Indian exempt income pension or superannuation 16 0 00 Medical travel 28 0 00 Lump sum payments accrued to December 31 1971 18 0 00 Loan benefit under subsection 80 4 2 28 000 Status Indian exempt income lump sum payments 18 0 00 Research grants 28 0 00 Lump sum payments out of an RPP not eligible fortransfer 18 0 00 Scholarships fellowships or bursaries 28 000 Lump sum payments out of DPSP not eligible fortransfer 18 0 00 Income from wage loss replacement plan not fully funded 28 0 00 Lump sum payments non esident services para 60 18 0 00 Death benefits 28 0 00 Lump sum payments unregistered pension benefits
2. Name of partner Fiscal period end 01 Address line 1 Partnerships s filer identification number 02 Address line 2 Tax shelter identification number 03 City Province I 1 this a publicly traded partnership 04 E Postal code Country D Partnership Typeofsip 05 0 E Oued Number of partnership units held 09 0 00000000 Partnership Code 06 Partners share of partnership income oss 10 0 00000000 Country Code 07 D Recipient s identification number 11 Member Code 08 B Complex sharing arrangements 12 Partner Partnership Capital account Schedule 50 Balance at start of fiscal period 0 00 Capital contributed during the fiscal period 0 00 Other adjustment 0 00 Income or loss allocated during the fiscal period 0 00 Drawings 0 00 Capital account at the end of fiscal period 0 00 Recipient code Limited partnership net income loss Limited partnership farming income loss 20 0 00 AgriStability and Agrilnvest programs 20 1 0 00 Limited partnership fishing income loss 21 0 00 Limited partnership business income loss 22 0 00 Limited partner s at isk amount 22 1 0 00 Limited partners adjusted at isk amount 22 2 0 00 Limited partnership rental income loss 23 0 00 L limited nartnershin loss availab
3. 120 0 00 121 000 124 0 00 125 000 130 0 00 128 0 00 129 0 00 119 0 00 141 0 00 143 0 00 144 0 00 145 0 00 0 00 000 150 0 00 151 0 00 152 0 00 153 0 00 154 0 00 155 0 00 0 00 m T5013 Slip Screen 3 2009 ELM Computer Systems Inc 162 T4 TimeSaver NET Guide _ 15013 m Other information 0 00 E Other information 0 00 Other information 0 00 Other information 0 00 Renounced Canadian exploration and development expenses Renounced Canadian exploration expenses 120 0 00 Renounced Canadian development expenses 121 0 00 Assistance for Canadian exploration expenses 124 0 00 Assistance for Canadian Development expenses 125 0 00 Portion subject to an interest free period CEE 130 0 00 Expenses qualfying for an ITC 128 0 00 Portion subject to an interest free period ITC 129 0 00 Adjust
4. 83 6 PPIP Adjustment 84 7 Transfer 22 rte ea 84 Eee 85 Part VII Entering Summary Form Information 88 1 NRA Summary rient eeu uide 88 2 4 5 soe rare Pc 90 3 TAA 5 eren enero eerie nnt eode dena repo eun edente eine e rennes 92 4 eile ae nae intelli alain 94 TA AP SUMMA Y 2 TR ec A ac Pa a aa Pc es 95 6 TAARCA SUM MATY c2 E M 96 ANPIIEUuuLim E e 97 8 TS SUMMARY aire eae sen L 99 T1204 S M MAH reed 101 LUE EE 102 T1 RET Summary i neueren ceno d ede oat ecu diete teen 103 12 _ 2 ETT Rene me Re 105 13 RL17 S MMaTy ME E 106 14 RE25 Summiry cedere eee Tite iet Tere a aaa dtedeiectsseusesacteucyeseesseeceeuteeses 107 Part VIII Using Tools to Manipulate Data 110 Ue IEePIneapn m nnne 110 Transfer Companie cem 111 CITROEN E EE A E 111 AdjUStMeNt Options n ea aeea EAEE Saa SEEE ae aana aeaa Caeodd AA E 112 Cont
5. Deleting a Adjust Unadjust T4 Slips Unlock all Companies in Database Entering Slips LunEJDI IM RR Delete Slips rentrer ener Sorting Slips iere Selecting Slips eese Entering D ta Overriding Calculated Fields NRA Input Window T4 Input Window Input Window ss Electronic Filing Input Window eee T4ANR Input Window Input Window TAARCA Input Window seen TAPS Input Window eese T5 Input Window T1204 Input Window sens T5018 Input Window RL1 Input Window nes RL2 Input Window nes RL3 Input Window nes RL17 Input Window RL25 Input Window nes Adjusting T4s Making Adjustments to T4s Reversing Adjustments eene 2009 ELM Computer Systems Inc 6 T4 TimeSaver NET Guide 3 Setting Adjustment OptionS ssennnennnennnnnnenennnnennnnnennes 82 4 Adjustment 82 5 2
6. 25 View Menu PE 26 Company MOMs MM 26 Forms MenU 27 TOOIS MENU sicedisscsavescieseceacctarsesisatsenscnteansetoescadsnsnadsasecssognedoadscasesaticsuatdat cocvecesdbcenacdeoseaspussadacbevdsnedbsesasesercdueasbevecets 28 Men ESO 28 liU 29 Windows Men E 30 uit 30 Irc ERES 31 Use of Special Keys nnde indeed 32 Special CONS Ae C 32 i gslsi aRe uluutmee este 32 Input Conventions Iun ossia cues Dr age ced eae cee 33 Getting Help ti tet iecit eee 33 Working with Databases 36 Mel 36 Opening a Database E deiecit re 36 2009 ELM Computer Systems Inc Contents 5 Part IV lt oo 2 OA BB 10 11 12 13 14 15 16 17 18 19 20 21 Part VI 1 2 Convert Database Closing a Database Repair Database Company Information Creating a Company eese General intet eio eee Adjustment Options nn Net Pay cevessecvectncvecsccccscscavendvasubevvasdeuadsduatevoncsedeesenseuesceesecenes Selecting a Company sees Editing Company
7. 125 Data SN 126 Contribution Rates and Constants ennnennnennnnns 127 Ig MTM PP 127 Change Authorization 128 Change Your 128 Edit Setup Fil s o RE oec aa 129 System Settings P P 129 Paths ec 129 BE EEIDNIDDBIE ID X 129 Producing Reports 132 A Note on Using Adobe Reader to Print Reports 132 iE uoc 133 Printing Slips aei ee lr uda eret lesen hi cere Seana caua eee 134 Using Serial Relev Numbers on RL Slips sine 137 Printing Summary 139 Printing Adjustment Reports sienne eene nennen nnn nnne tnmen nnns 141 Printing Edit List Reports cocecee ananena tiaa aariaa nanana arr ana anana naana Raiana 142 Printing Company D S e r re Aae a e aae aae a aae aae einen et Oae raha rennes disnei 144 Electronic Filing 148 Instructions for Federal Returns 148 Electronic Filing 148 DV DiI sc sicecenscnd cence Sai 150
8. gt 0 00 Interest from Canadian sources 50 0 00 51 0 00 Foreign dividend and interest income 55 0 00 51 1 0 00 Business investment loss 56 0 00 512 0 00 Canying charges 59 0 00 52 0 00 p 0 00 521 0 00 gn au 0 00 522 0 00 ga 000 m 2009 ELM Computer Systems Inc 166 T4 TimeSaver NET Guide 15013 Summary X Other amounts and information Capital gains losses 70 0 00 p 04 Capital gains reserves 71 0 00 z 0 00 Capital cost allowance 85 0 00 gn 0 0 gn 0 00 000 gt 0 00 0 00 gt 0 00 17 0 00 gn 0 00 000 nu 000 B 0 00 g mg 0 00 7 gn n 020 0 00 7 0 00 0 0 p mau 000 gt B 0 00 ga 0 00 0 00 n 000 B 0 0 7 p 000 Renounced Canadian exploration and development expenses Renounced Canadian exploration expenses 120 0 00 Portion subject to an interestfree period ITC 129 0 00 Renounced Canadian development expenses 121 000 Expenses qualifying for BC tax credit 141 0 00 Assistance for Canadian
9. Status of slip R B Original Original relev 17 number 12008 Current relev 17 number 0 SIN Reference number 0 00 0 00 0 00 0 00 0 00 Total deductions Total income for the year Total income for the stay Living allowance for the year Living allowance for the stay Days outside Canda for the year 30 day periods outside Canada Date of departure Date of retum EXE io uim omoi Foreign country Optional text to print at top of slip Name The employee name should be entered with the surname in the first field first name in the second field and middle initial in the third field Status of Slip Select R for original default value A for amended or D for cancelled This will cause the slip to be labelled appropriately as required by MRQ It will also cause the slip to be included or excluded appropriately whenever the Amended only or Originals only options are chosen Original Relev Number Available only if Status of Slip is Amended Enter the number of the original Relev slip being amended This number will be printed on the slip and will enable MRQ to correlate the amended slip with the original slip See Using Serial Numbers on Relev Slips 137 for more information on how Relev numbers are handled by T4 TimeSaver NET
10. VES Summary E T5 Summary Return of Investment Income Recalculate GotoSips Default Company Information retum for year ended December 31 Filer identification number Language of choice for comespondence Engish T French E This is an amended T5 summary E This is an additional T5 summary E if you have filed a T5 information retum before click here Total number of T5 slips 31 0 Actual amount of dividends other than eligible 10 000 Taxable amount of dividends otherthan eligible 11 000 Federal dividend tax credit other than eligible 12 000 Interest from Canadian sources 13 000 Other income from Canadian sources 14 000 Foreign income 15 000 Foreign tax paid 16 000 Royalties from Canadian sources az 000 Capital gains dividends 18 000 Accrued income Annuities 19 0 00 Amount eligible for resource allowance deduction 20 0 00 Actual amount of eligible dividends 24 000 Taxable amount of eligible dividends 25 000 Dividend tax credit for eligible dividends 26 0 00 Unclaimed amounts 32 0 00 Tax deducted from unclaimed amounts 33 0 00 Person to contact about this retum Certification First name Last name Position or office Area code phone Date on summary T5 Summary Information Fill in the year filer ID number language choice and indicate whether it is an amended or additional Summary Also indicate if you have filed a T5 Summa
11. 1 riui cies creed reum curd ede tue eng re one sean etne 191 Headings Tor ee tendre eot reet oer teer eet ienaa Haee ia 192 Headings for T5 amp RLE3 reete einen 194 Headings for T1204 necnon ete Duet e ete te cee tete eene me era oue Eas 196 Headings Tor T5018 unn cue buie uu un 197 Headings for 15013 ee cere saec e cea rane cen 198 Headings for RE 2 reac D et 203 Headings Tor RL F7 Me 205 Headings for RL25 einem etuer ne ne ee anse ee en seen auo 206 Index 209 2009 ELM Computer Systems Inc Foreword Foreword ELM Computer Systems Inc would like to than you for using T4 TimeSaver NET It is because of our clients both new and returning that this product has become the superior tax return preparation tool that it is today Thank you 2009 ELM Computer Systems Inc TIMESAVER NET art Introduction 11 1 Introduction 1 1 About T4TimeSaver NET Since it was first introduced in 1988 T4 TimeSaver has been used by thousands of Canadian businesses to reliably produce year end tax returns The T4 TimeSaver development team is committed to providing software for producing Canadian tax information returns which is superior to any other system available With that in mind this newest version of
12. 36 T4 TimeSaver NET Guide 3 Working with Databases 3 1 Creating a Database A T4 TimeSaver NET 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 Note The Lite version of T4 TimeSaver NET is restricted to one database with a maximum of 5 companies To create a database select New database from the File menu ud Create New T4 TimeSaver Database _ E Savein J Tax Data Qr Gr Name Date modif Type Size a _ SourceData TO7N Recent Places Computer A Network File name Save as type T4 TimeSaver Files T07N 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 T4 TimeSaver NET is being used the database is normally stored on a network drive so that it can be accessed by other users Next you will need to give the database a name Enter a valid Windows filename If you enter the extension it must be TO8N If no extension is entered the extension will default to TO8N Users familiar with the Original T4 TimeSaver should note that the file extension of T4 TimeSaver NET is T 08N while that of the Original T4 TimeSaver is 08 Click Save to create the database and exit the Create New Database dialog box The new database will be automatically opened
13. Heading RETIRING RETIRINGNON OTHER PATRONAGE PAST PENSION PENSIONNO RESPACCUM RESPED CHARITABLE TEXTATTOP Description Eligible retiring allowances box 26 Non eligible retiring allowances box 27 Other income box 28 Patronage allocations box 30 RPP contributions past service box 32 Pension adjustment box 34 Pension plan reg number box 36 RESP accumulated income pay ts box 40 RESP educational assist pay ts box 42 Charitable donations box 46 Optional text to print at top of slip Type max size Currency Currency Currency Currency Currency Currency Text 19 Currency Currency Currency Text 15 Comments Examples amp Defaults The following fields are for magnetic media filers only Consult CRA s magnetic media specifications for details On printed T4A slips most of this information is included as footnotes However the T4 TimeSaver NETimport procedure will NOT create footnotes from this information To import footnotes that will appear on printed slips use the headings FNOTE1 FNOTE2 and FNOTES above BOX16CODE BOX18CODE BOX24CODE BOX26CODE BOX27CODE BOX28CODE BOX32CODE BOX40CODE FNOTEDESC UNREGPEN SIPENSION LUMPSUMACC LUMPSUMSI LUMPSUMRPP LUMPSUMDPSP Box 16 code Box 18 code Box 24 code Box 26 code Box 27 code Box 28 code Box 32 code Box 40 code Footnote description area Unregistered pension plan Status Indian p
14. Is this a publicy traded partnership 01 No Yes Does the partnership have operations in more than one jurisdiction 02 7 No 7 Yes If yes enter jurisdiction codes Is this partnership a member of another partnership UN Yes If yes give the following information Name 1 04 Partnership s Id 05 Name 2 Address 06 City 07 Province ortemtory 08 a Postal code 09 If the partnership reports income is the rental property the 10 Eo Yes If yes provide that partner s name s nrincinal residence of anv nf the nartners E T5013 Summary uy U7 VINCE OF y 08 Postal code 09 If the partnership reports income is the rental property the 10 No E Yes If yes provide that partner s name s principal residence of any of the partners M Did you pay someone to prepare this T5013 Partnership 12 No Yes Information Return Did the partnership donate any cultural or ecological gifts 13 No Yes Did the partnership allocate renounced resource expenses to 14 No E Yes its members Did the partnership have any scientific research and 15 No E Yes experimental development expenditures L Did the partnership earn any investment tax credits ITCs 16 No 7 Yes If yes enter the total ITCs earned during the fiscal period m 000 Did the partnership incur any exploration and development 18 No 7 Yes expenditures during the fiscal period en 19 0 00
15. X El TAA Statement of Pension Retirement Annuity and Other Income GotoRL1 Summay Default Company Sumame First name Initial 12008 Status of slip oen Original Address line 1 Social insurance number 12 Address line 2 Footnote code 38 B Cay Province M Business number 13 Postal code Country Recipient s number 14 1 General 2 Electronic Filing 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 if entered these fields will replace the name on the slip Annuities 24 0 00 Footnotes Eligible retiring allowances 26 0 00 Non eligible retiring allowances 27 0 00 Other income 28 0 00 Patronage allocations 30 0 00 RPP contributions past service 32 0 00 Pension adjustment 34 0 00 Pension plan registration number 36 0 RESP accumulated income payments 40 0 00 RESP educational assistance payments 42 0 00 Charitable donations 46 0 00 Optional text to print at top of slip Recipient Name The recipient name should be entered with the surname in the first field first name in the second field and middle initial in the third field S I N Validation T4 TimeSaver NET will check the validity of the S I N entered and will change the colour of the S I N field to red if the S I N is invalid You can however ignore
16. Year 12008 Gross income 18 0 00 Travel 20 0 00 Tax deducted 22 0 00 Reduction authorized z B City and province or temitory where services rendered 24 Province or temitory n Number of days recipent present in Canada 26 0 Country code of residence z B Non esident s industry type code 28 B Professional name f applicable 16 Social insurance number S 1 N or individual tax number I T N 12 Business number BN 13 Foreign tax identification number 14 Optional text to print at top of slip Recipient Code Enter one of the following valid codes to identify the types of recipient 1 if the income was earned by an individual 2 if the income was earned by a joint account two individuals 3 if the income was earned by a corporation 4 if the income was earned by an association a trust fiduciary trustee nominee or estate a club a partnership or other 5 if the income was earned by a government government enterprise or international organization Employee Name The employee name should be entered with the surname in the first field first name in the second field and middle initial in the third field Status of Slip Select O for original default value A for amended or C for cancelled This will cause the slip to be labelled appropriately as required by CRA It will also cause the slip to be included or excluded appropriately whenever the Amended only or O
17. Sumame First name Initial Address line 1 Address line 2 City Province Postal code Country B Relev code R E Original relev 2number 9 Year 12008 Current relev 2 number 0 a S N of beneficiary SIN 2 N Beneficiary number Annuity Benefit 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 Other payments Refund of RRSP paid to spouse Death benefits Refund of unused RRSP Revocation Other income Deduction Tax withheld at source Income after death Withdrawal under LLP Tax paid amounts tyr ENS 5 QUE Ow gt Withdrawal under HBP Optional text to print at top of slip Recipient Name The employee name should be entered with the surname in the first field first name in the second field and middle initial in the third field Relev Code Select R for original default value A for amended or D for cancelled This will cause the slip to be labelled appropriately as required by MRQ It will also cause the slip to be included or excluded appropriately whenever the Amended only or Originals only options are chosen Original Relev Number Available only if Status of Slip is Amended Enter the number of the origi
18. 1 T5 Slip 2 RL 3 Slip Actual amount of eligible dividends 24 0 00 Taxable amount of eligible dividends 25 0 00 Dividend tax credit for eligible dividends 26 0 00 Interest from Canadian sources 13 0 00 Capital gains dividends 18 0 00 Actual amount of dividends other than eligible 10 0 00 Taxable amount of dividends other than eligible 11 0 00 Dividend tax credit for dividends other than eligible 12 0 00 Other Information Other income from Canadian sources 14 0 00 Foreign income 15 0 00 Foreign tax paid 16 0 00 Royalties from Canadian sources 17 0 00 Accrued income Annuities 19 0 00 Amount eligible for resource allowance deduction 20 0 00 Foreign currency z B Transit 28 Recipient account 29 Optional text to print at top of slip Recipient Name The employee name should be entered with the surname in the first field first name in the second field and middle initial in the third field Recipient ID Number Validation If the recipient is an individual enter the recipient s Social Insurance Number S I N For interest credited to a joint account enter the S I N of only one of the individuals If the recipient is not an individual enter the recipient s business number if available The T4 TimeSaver NET will check the validity of the S I N or Business Number entered and display a warning if it is invali
19. This is one of the most common problems encountered by users of the T4 TimeSaver NET 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 are two adjustment options involving CPP Adjust CPP if over maximum or under minimum Adjust over under paid CPP to tax based on number of pensionable weeks See information in Chapter 7 Adjusting T4s and Relev 1s for details 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 4 El insurable earnings is not printing even when have entered a value in 24 If the El insurable earnings is equal to gross pay or if it i
20. Contribution to the financing of the CNT Remuneration subject to the contribution Payroll if over 1 000 000 00 Subtract line 52 from line 51 Add or subtract amounts on lines 27 39 41 and 53 Certification 0 00 Contribution to the Workforce Skills Development and Recognitio 50 Bligible training expenditures complete the work chart in Part 3 Area code phone Date on summary 0 00 x1 n Fund WSDRF 51 52 x008 41 ooo 000 000 0 00 53 000 Balance 70 136 90 Part Work chart Balance of eligible training expenditures camied forward from previous years 75 0 00 Eligible training expenditures for the current year 76 0 00 Add lines 75 and 76 77 0 00 p Amount used to reduce or cancel the contribution on line 51 Carry this amount to line 52 78 0 00 Subtract line 78 from line 77 Balance to be camied forward to subsequent years 79 0 00 Remittance slip Total payroll health services fund Do not include this amount in box 95 90 370000 QPP GPIP income tax and compensation tax line 27 91 3700 Health services fund line 39 92 9990 CNT 41 93 000 WSDRF fine 53 94 0 00 E Amount payable boxes 91 to 94 95 136
21. Each user name is associated with a corresponding user profile which contains the settings current database screen layout print destination amp etc associated with the user Each user can establish their own preferences and default values by selecting User Settings 1125 from the Setup 28 menu 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 accessed 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 Any menu or submenu item that is greyed out is not currently available File Edit View Company Forms Tools Setup Reports Windows Help Note Some menu items lead to options that are only available in the T4 TimeSaver NET Plus These menu items will appear in the menus of the Basic version and if selected will inform the user that the chosen option is available only in the Plus version File Menu File Menu File Edit View Company Forms Tools 5 Open Database New Database Close Database Repair Database Check Data Integrity Repair User Database Print This Form Ctrl P Exit Any menu or submenu item that is greyed out is not currently available Open Database Opens an existing 2007 or 2008 Original T4 TimeSaver or T4 TimeSaver NET database if you are opening a 2007
22. Yes No 2009 ELM Computer Systems Inc 182 T4 TimeSaver NET Guide Heading EIEXEMPT PPIPEXEMPT NOCPPADJUST NOEIADJUST NOPPIPADJUST UNION CHARITABLE PENSIONNO PENSION PPIP PPIPEARN OTHERCODE1 OTHERAMT1 OTHERCODE2 OTHERAMT2 OTHERCODE3 OTHERAMT3 OTHERCODE4 OTHERAMT4 OTHERCODE5 OTHERAMT5 OTHERCODE6 OTHERAMT6 NETPAYOTHER TEXTATTOP Description El exempt box 28 PPIP exempt box 28 Do not adjust CPP Do not adjust El Do not adjust PPIP Union dues box 44 Charitable donations box 46 RPP DPSP number box 50 Pension adjustment box 52 PPIP premiums box 55 H PPIP earnings box 56 1 Other 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 Additional headings for RL 1 fields CODEBOXOR1 Code for Box O Type max size Yes No Yes No Yes No Yes No Yes 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 Text 15 Text 2 Comments Examples amp Defaults No No No For
23. l C etc 2009 ELM Computer Systems Inc Headings for Import Files 181 14 3 Headings for T4 amp RL1 T4 TimeSaver NET Plus Only Headings for T4 amp RL1 Information Heading LASTNAME FIRSTNAME INITIAL ADDRESS1 ADDRESS2 CITY PROV POSTAL COUNTRY SIN PROVEMP EMPNUM EMPCODE CPPWEEKS SLIPSTATUS TAXYEAR INCOME CPP QPP EIEARN CPPEARN CPPEXEMPT Description Employee last name Employee first name Employee middle initial Address line 1 Address line 2 City Province code Postal code including space Country code Social insurance number box 12 Province of employment box 10 Employee number reference number Employment code box 29 Weeks eligible for CPP Status of slip Taxation year Employment income box 14 CPP contributions box 16 QPP contributions box 17 B El premiums box 18 C Reg Pension plan contr box 20 Federal income tax deducted box 22 El insurable earnings box 24 CPP pensionable earnings box 26 CPP exempt box 28 Type Comments max size Examples amp Defaults Text 30 Required field Text 30 Text 1 Text 30 Text 30 Text 28 Text 2 Text 10 Text 3 Text 9 Text 2 Text 20 Text 2 Numeric 4 52 00 52 5 etc Text 1 O Original A Amended or C Cancelled Integer 4 2008 Currency Currency Currency Currency Currency Currency Currency Currency
24. B RL slips are facsimiles obtained from third party Area code phone number Phone extension Language EB Name Area code phone number Telephone extension Language Email You do not have to submit a test file to CRA before filing your returns electronically We have already received approval for the electronic filing format on your behalf All data fields on the left half of this screen must be filled to prevent errors from being reported when an electronic submission is validated Transmitter Information Enter the information that describes your company not the company for whom you will be preparing electronic returns unless you are preparing electronic returns for your own company Accounting Contact Enter name and contact information for the person capable of responding to accounting related inquiries from the CRA for returns submitted by this entity Technical Contact Enter name and contact information for the person capable of responding to technical inquiries from the CRA for returns submitted by this entity Transmitter number The Transmitter number is supplied by the CRA and is in the format MMnnnnnn where n represents a numeric character Enter MM000000 into this field if you have not yet been assigned a Transmitter Number 2009 ELM Computer Systems Inc Using Setup to Configure T4 TimeSaver NET 125 9 1 5 Options This feature allows you to personalize your display WE U
25. Copy 1 Paper Type Plain paper Se ote V Copy 2 3 Printer Preview Print E Copy 4 Paper Source x Adjust Margins Options PDF File Options Refresh Data Group output by Copy number Save PDF files Go to Output Folder Advanced Print test pattem V French instructions on copy 2 3 Close Note T4 slips 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 Companies Select one of the options from the drop down list All Companies print the slips for all companies in the current database Current Company print the slips for only the current company Most Recently Used print the slips for companies most recently included in any report Selected print the slips for selected companies The companies 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 company you wish to select to put a check mark in the box and to have the company name appear on the list on the right 2009 ELM Computer Systems Inc 136 T4 TimeSaver NET Guide 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
26. Current Relev Number 2009 ELM Computer Systems Inc 78 T4 TimeSaver NET Guide Once a slip has been printed the Current Relev Number field will contain the number that was printed in the upper right hand corner of the Relev slip This is the number that the MRQ will use to refer to this slip in any correspondence and is inaccessible to the user See Using Serial Numbers on Relev Slips 137 for more information on how Relev numbers are handled by T4 TimeSaver NET Go To Summary Button Click on this button to display the RL 17 Summary for the current employer The data entry screen for the current slip will remain available via a tab beneath the toolbar 2009 ELM Computer Systems Inc Entering Slips 79 5 21 RL25 Input Window EB RL 25 income from a Profit Sharing Plan Goto Summary Close Default Company Recipient type Sumame First name Initial 1 Address line 1 Address line 2 City Province D Postal code Country D Relev code R E osa Original relev 25 number Year 12008 Name of principal person Beneficiary number SIN Bank transit Actual amount of eligible dividends Al 0 00 Actual amount of ordinary dividends A2 0 00 Capital gains B 0 00 Capital gains re exemption 0
27. Electronic Filing z Companies oe V Default Company Default Company Current Company Z User Defined Groups Save As Exception 1 selected Retum Types Filing Options Setup Processing ga Destination Validation report on Transmiter Setup Process T4A T F Slip status O Original Zj Goto Output Foidens Set Output Folder V Show XML schema error messages n Refresh Data 7 Close Companies Select one of the options from the drop down list All Companies print the slips for all companies in the current database Current Company print the slips for only the current company Most Recently Used print the slips for companies most recently included in any report Selected print the slips for selected companies The companies 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 company you wish to select to put a check mark in the box and to have the company name appear on the list on the right Note With T4 TimeSaver NET Basic you may only select one company at a time to file electronically Multiple company submissions are allowed only with T4 TimeSaver NET Plus Return types One type of return will be automatically marked when you open the Electronic Filing dialog box You can include other types of returns by clicking on the checkbox beside the return type name Filing Options Destination Before creat
28. 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 10 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 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 T4 TimeSaver NET such as anti virus software or programs that start with Windows restart your computer to eliminate any potential memory corruption issues 2009 ELM Computer Systems Inc 174 T4 TimeSaver NET Guide 13 4 Province Sate Codes The following abbreviations apply to the provinces of Canada NL Newfoundland LB Labrador PE Prince Edward Island NS Nova Scotia NB New Brunswick QC Qu bec ON Ontario MB Manitoba SK Saskatchewan AB Alberta BC British Columbia NT Northwest Territories NU Nunavut YT Yukon Territories The following abbreviations apply to the s
29. 000 Certtification Position or office Area code phone Date on summary Certification The default certification information entered on the New Company Defaults 12 tab of the User Settings 125 submenu of Setup 1 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 15 screen Recalculate Button Click this button to recalculate all calculated values this will also return all overridden 5 values to their calculated value Go to Slips Button Click on this button to display the RL 2 slips for the current employer The data entry screen for the current summary will remain available via a tab beneath the toolbar 2009 ELM Computer Systems Inc 106 T4 TimeSaver NET Guide 7 13 RL17 Summary wd RL 17 Summary E E RL 17 Summary Remuneration Respecting Employment Outside Canada Recalcuiste Goto Sips Default Company Total number of slips filed 0 Year 2008 Total deductions A 0
30. 1 Section General 2 Section C Totais 3 Section D Misc Section F Certification Authorized partners name Date Postion or office 4 Section E Checklist 5 Section F Certification 2009 ELM Computer Systems Inc Part XIII TIMESAVER NET 170 T4 TimeSaver NET Guide 13 Appendices 13 1 Data Backup Routine backup procedures are essential to protect against data loss or corruption in any computerized system Do not backup your data onto existing backup disks If you should have a power failure while doing the backup you would lose your previous backup as well Backup Data Files Copy the TO8N database s to a CD DVD separate hard drive or other data storage device using Windows Explorer or other file copying software The current database name appears in the very top bar of the T4 TimeSaver NET window Be sure to close the database before attempting to back it up Restoring Data Files Copy the stored backup of the database back to the working directory using Windows Explorer 2009 ELM Computer Systems Inc Appendices 171 13 2 Technical Notes Data Storage T4 TimeSaver NET stores the data you enter in MS Access database files having the extension t08 N The company information is stored within the database in a table called Company one record per company There is also a table withi
31. 129 Using 22 Valid Options 25 Validating Data 133 View Menu 26 W Warranty 17 Workstation 19 X XML Import from 117 2009 ELM Computer Systems Inc 214 T4 TimeSaver NET Guide 2009 ELM Computer Systems Inc
32. D Adjust El premiums if over annual maximum NOTE THAT THIS OPTION CAN BE SELECTED ALONE OR WITH OPTIONS E OR F If this option is selected the El will only be adjusted if it is greater than Standard annual maximum of 41 100 00 x 1 73 or 711 03 for employees whose province of employment is not Qu bec OR Standard annual maximum of 711 03 x 1 73 or 2 049 30 for employees whose province of employment is Qu bec E Adjust El premiums based on Insurable Earnings NOTE THAT ONLY ONE OF OPTIONS E OR F MAY BE SELECTED If this option is selected the El will be calculated as El insurable earnings x 1 73 for employees whose province of employment is not Qu bec OR El insurable earnings x 1 39 for employees whose province of employment is Qu bec If E I insurable earnings are not entered gross pay will be used F Adjust insurable earnings based on El premiums NOTE THAT ONLY ONE OF OPTIONS E OR F MAY BE SELECTED 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 2009 ELM Computer Systems Inc 84 T4 TimeSaver NET Guide EI deducted 1 73 or El deducted 1 39 for employees whose province of employment is Qu bec OR 41 100 00 OR Employment income 6 6 PPIP Adjustment Options 6 7 Not available in this release G Adjust PPIP premiums if over annual maximum NOTE THAT THIS
33. DOM Dominican Republic EGY Egypt FIN Finland FRA France DEU Germany Federal Republic of GRC Greece 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 Islands 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 Venezuela VIR Virgin Islands US YUG Yugoslavia ZMB Zambia Use the code OMC for instances where none of the above apply 2009 ELM Computer Systems Inc Part XIV TIMESAVER NET Headings for Import Files 177 14 Headings for Import Files T4 TimeSaver NET Plus Only Keywords are use
34. IET Cu eL m 151 Internet Filing to CRA erinnere nn repu Dane caa ended aane di 152 Partnership Forms Plus Version Only 155 IRE 157 15013 Slip qttod n a nei rs eed tuere Masi 158 75013 ae sees tm 162 S ctions A rine ea hee dee ta 162 Section C Oei o PN EN equ Perse aav ede cete esed e E ee vedendo eor va ede eet 164 Section D aired eene nate de pA 166 Section EE 167 Section iei ed e Se amino TREE Ye ERE IET te ren ts Tr RORIS 168 Appendices 170 ILE LM IER D e cai 170 Technical Notes rire encens tenant nado noo mnt e De etre eee ions 171 Common Problems idee e ne non wade iuge ess 172 Provirice Sate Codes 5 ee a ean hotter ee int nn ins 174 2009 ELM Computer Systems Inc T4 TimeSaver NET Guide 5 Part XIV o OA FWN h a amp N Country CodeS nr ns ne 175 Headings for Import Files 177 Headings for Company 2 1c cric dinde sr ca ncm nier ee stresse revers inse 178 lu celhprardoe C 179 Headings for T4 amp RL1 erre dessu nnmnnn ennn ne 181 Headings f r eet Y 184 Headings for TAA oer eet ten re name see nes nest 188 Readings Tor Re 190 Headings for TAARGA
35. Recipient Name The employee name should be entered with the surname in the first field first name in the second field and middle initial in the third field Construction subcontractor payments Enter the total payment received by the subcontractor during the period specified on the T5018 Summary Status of Slip Select O for original default value A for amended or C for cancelled This will cause the slip to be labelled 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 Recipient ID Number Validation If the recipient is an individual enter the recipient s Social Insurance Number S I N For interest credited to a joint account enter the S I N of only one of the individuals If the recipient is not an individual enter the first nine digits of the recipient s business number if available The T4 TimeSaver NET will check the validity of the S I N entered and display a warning if it 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 or business number is found in the CRA Publication Formulae for Federal and Provincial Deductions for Computer Users Go To Summary Button Click on this button to display the T5018 Summary for the current employer The data entry screen for the current slip will remain available via a tab
36. 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 2009 ELM Computer Systems Inc Working with Databases 39 2009 ELM Computer Systems Inc Part IV TIMESAVER NET Company Information 41 4 1 4 1 1 Company Information Creating a Company You can enter as many companies as you would like into each database To create a new company in the current database select New Company from the Company menu Enter the company name and press the OK button If the company name already exists in the current database you will be asked to confirm the new company name Company information is entered in three sections General 4 Adjustment Options 1 and Net Pay 1431 You should enter as much of the requested company information as possible when you add a new company General Enter the full name and address of the company 99 Company Company Setup Default Company con 1 General 2 Adjustment Options 3 Net Name line 1 Default Company Name line 2 Care of Address line 1 Address line 2 City Province Postal code Country CAN Quebec Quebec Identification and File No Other Information Business number Missing Business Number Default province of
37. an empty data file will typically be larger than 5Mb Data may be stored on either a hard disk or on removable media T4 TimeSaver NET performs much better if data is stored on a hard disk The software and or its data files may also be installed on a network file server For optimal performance of T4 TimeSaver NET and other software ensure that you have sufficient space available on your hard disk for Windows to maintain paging file also known as a swap file or virtual memory Typically this file is 50 larger than the amount of available RAM installed on your system You should also ensure that sufficient space is available on the hard disk for any temporary files such as print jobs that are created during normal system operation Printer and Other Output Slips and summaries are generated as PDF files which can be printed on ink jet and laser printers You may also file most types of returns on diskette CD DVD or via the internet significantly reducing your paper requirements and the labour involved in producing these returns 2009 ELM Computer Systems Inc Introduction 17 1 8 License Agreement T4 TimeSaver NET program is owned by ELM Computer Systems Inc ELM Computer Systems grants to you as a registered user a nonexclusive nontransferable license to use the program You are expressly prohibited from distributing the program with its authorization code to others outside your office regardless of whet
38. including space Text 10 COUNTRY Country in address Text 3 CAN USA etc SOURCE1 Source of income Text 6 BENEFICIARYNUM Employer assigned number Text 20 ANNUITY Life annuity payments amount Currency Box A BENEFIT RRSP RRIF DPSP benefit amount Currency Box B OTHERPAYMENT Other Payment amount Currency Box C DUDEN Refunded RRSP amounts Currency Box D DEATHBENEFIT Value of benefit at time of death Currency BoxE REFUNDRRSPUNDEDUCTED Amount of refunded excess RRSP Currency BoxF REVOCATION Value of benefit before amendment Currency Box G OTHERINCOME All other income Currency BoxH DEDUCTION Amount giving entitlement to deduction Currency Boxl TAX Amount of Qu bec tax held at source Currency Box J Leon ERBEN Income earned after death amount Currency BoxK LIFELONGLEARNING Life Long Learning Plan amount Currency BoxL TAXPAIDAMOUNT Tax paid amount Currency Box M SIN Social insurance number Text 9 SIN2 Spouses social insurance number Text 9 Box N 2009 ELM Computer Systems Inc 204 T4 TimeSaver NET Guide HOMEBUYER Withdrawal under HBP Currency BoxO REPORTCODE Status of slip Text 1 R Original A Amended or D Cancelled TEXTATTOP Optional text to print at top of slip Text 15 2009 ELM Computer Systems Inc Headings for Import Files 205 14 14 Headings for RL17 T4 TimeSaver NET Plus Only Headings for RL17 Information Heading LASTNAME1 FIRSTNAME1 INITIAL1 ADDRESS
39. 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 121 tab of the User Settings 123i submenu of Setup 28 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 19 screen Recalculate Button Click this button to recalculate all calculated values this will also return all 51 values to their calculated value 2009 ELM Computer Systems Inc 98 T4 TimeSaver NET Guide Go to Slips Button Click on this button to display the T4APS slips for the current employer The data entry screen for the current summary will remain available via a tab beneath the toolbar 2009 ELM Computer Systems Inc Entering Summary Form Information 99 7 8 5 Summary
40. 18 0 00 Medical premium benefits 28 0 00 Lump sum payments no transfer of funds 18 0 00 Disability benefits 28 s Installment or annuity payments under a DPSP 24 0 00 Group tem life insurance benefit 28 0 00 IAAC annuity 24 0 00 Veteran s benefits z Status Indian exempt income eligible retiring allowances 26 0 00 Apprenticeship incentive grant 000 Status Indian exempt income non eligible retiring allow 27 0 00 Tax deferred patronage dividends 2 oo Status Indian exempt income other income 28 0 00 Registered pension plan contr pre 1990 past service 32 0 00 Installment or annuity payments under a revoked DPSP 28 0 00 Information entered on the Electronic Filing screen will be used only when filing T4A return s electronically If you produce paper returns you do not need to enter information into this screen 2009 ELM Computer Systems Inc 60 T4 TimeSaver NET Guide 5 10 T4ANR Input Window aan m E TAA NR Statement of Fees Commissions or Other Amounts Paid to Non Residents Goto Summary Default Company Status Adding new form Press Escape to cancel Recipient code 11 Individual Sumame First name Initial Address line 1 Address line 2 Cay Province B Postal code Country Status of slip Eb
41. 9 Text 15 Comments Examples amp Defaults Required field Required field CAN USA etc O Original A Amended or C Cancelled 1 1 2009 ELM Computer Systems Inc 198 T4 TimeSaver NET Guide 14 12 Headings for 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 box 5 Country code box 7 Member code box 8 Partnership units held box 9 Partner s share in 96 box 10 Recipient s ID box 11 Complex sharing arrangements box 12 1 Limited partnership income loss Boxes 20 27 LIMITEDFARMING LIMITEDCAIS LIMITEDFISHING LIMITEDBUSINESS LIMITEDATRISK LIMITEDADJUSTEDATRISK LIMITEDRENTAL LOSSCARRYFWD PREVLOSSCARRYFWD Farming income box 20 Farming income box 20 Fishing income box 21 Business income box 22 At risk amount box 22 1 Adj at risk amount box 22 2 Rental income box 23 Loss carry forward box 24 Prev loss carry forward box 25 Type max size Text 50 Text 30 Text 30 Text 30 Text 28 Text 2 Text 10 Text 3 Text 1 Text 3 Text 1 Numeric Numeric Text 16 Text 75 Currency Currenc
42. 90 Part 1 Statement of duties by month Month Amount Month Amount Month Amount 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 Recalculate Button Click this button to recalculate all calculated values this will also return all overridden 51 values to their calculated value Go to Slips Button Click on this button to display the RL 1 slips for the current employer The data entry screen for the current summary will remain available via a tab beneath the toolbar 2009 ELM Computer Systems Inc Entering Summary Form Information 105 7 12 RL2 Summary JARLE Summary ne Bl RL 2 Summary Retirement and Annuity Income Recalcuite Goto Sips Chose Default Company Year 2008 RL 2 slips filed on paper 0 RL 2 slips filed on electronic media 0 RL 2 slips filed by Intemet 0 Number of active slips entered 0 Annuity A 0 00 Benefits B 0 00 Other payments c 0 00 Refund of RRSP paid to spouse D 000 Death benefits E 000 Refund of unused RRSP F 000 Taxable because of revocation G 000 Other income H 000 Entitlement to a deduction 000 Tax withheld at source J 000 Income eamed after death K 0 00 Withdrawal under LLP L 000 Tax paid amounts M 000 Withdrawal under HBP
43. A Opens the list of recipients to locate a specific slip Sort Order Displays the current slip sort order Use the drop down box to select whether slips will be 2009 ELM Computer Systems Inc 32 T4 TimeSaver NET Guide sorted by Data Entry Sequence Employee Name or Employee Number Slip number Displays the current and total number of slips 2 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 Accesses on line help F2 Lists the selection list for a data entry field indicated by an D icon where applicable F4 Overrides calculated field Adds a slip to the current company Ctrl D Deletes the current slip from the current company data Ctrl Opens print window with current employee selected where applicable Allows you to select from the list of slips for the current company and return type Ctrl Moves to the first slip for the current company PgUp Moves the previous slip for the current company PgUp Moves the next slip for the current company adding a new slip if current slip is the last PgDn Slip Ctrl Moves to the last slip for the current company PgDn 2 8 Special Icons A variety of special icons are used throughout T4 TimeSaver NET to indicate additional features information or options These are listed below D Indicates the presence of a selection
44. Default Company RL 3 Recipient type Individual Sumame First name Initial Tax year 2008 Relev code R E osa Address line 1 Original relev 3 number 0 Address line 2 Current relev 3 number 0 City Province SIN Postal code Country V RL 3required 1 T5 Slip 2 RL 3 Slip Actual amount of eligible dividends A1 0 00 Actual amount of ordinary dividends A2 0 00 Taxable amount of dividends other than eligible 0 00 Dividend tax credit for dividends other than eligible C 0 00 Interest from Canadian sources D 0 00 T Savings bonds Other income from Canadian sources E 0 00 Gross foreign income F 0 00 Foreign income tax G 0 00 Royalties from Canadian sources H 0 00 Capital gains dividends 1 0 00 Accrued income Annuities J 0 00 Currency code B Bank Transit Other ID recipient number Optional text to print at top of slip Recipient Name The employee name should be entered with the surname in the first field first name in the second field and middle initial in the third field Relev Code Select R for original default value A for amended or D for cancelled This will cause the slip to be labelled appropriately as required by MRQ It will also cause the slip to be included or excluded appropriately whenever the Amended only or Originals only options are chosen Original Relev Number Available only if Status of Slip is Amended Enter the number of the original Relev slip
45. Did the partnership allocate any income tax deductions withheld 20 No Yes gt A If yes enter the total amount at source box 80 of the T5013 or T5013A slip 21 0 00 Did the partnership make any elections under the Income Tax 22 Yes Act during the fiscal period Are any members of the partnership non residents of Canada 23 No Yes If yes did the partnership File an NR4 information return for 24 No Yes If yes provide reseller non resident account number tax deductions withheld at source for the fiscal period and 25 If yes did the partnership Issue NR4 information slips to the 26 No 7 Yes non resident partners During the fiscal period did your partnership own or hold a 27 No Yes benificial interest in specified foreign property with a total cost amount of more than 100 000 00 12 1 2 4 Section E THIS SECTION OF THE T4 TIMESAVER NET MANUAL IS UNDER CONSTRUCTION IT IS NOT YET COMPLETE 2009 ELM Computer Systems Inc 168 T4 TimeSaver NET Guide T5013 Summary T5013 Summary Information Return of Partnership Income Default Company Recalculate Go to Slips Close 1 Section A B General 2 Section Totals 3 Section Misc 4 Section E Checklist 5 Section F Cer
46. 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 T4 TimeSaver NET Plus 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 MRQ Failure to do so may result in your submission being unacceptable by the CRA or MRQ 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 2009 ELM Computer Systems Inc Producing Reports 137 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
47. John Smith will be changed to SMITH John Status of Slip Select O for original default value A for amended or C for cancelled This will cause the slip to be labelled 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 Go To Summary Button Click on this button to display the T4A RCA Summary for the current employer The data entry screen for the current slip will remain available via a tab beneath the toolbar 2009 ELM Computer Systems Inc 64 T4 TimeSaver NET Guide 5 13 T4PS Input Window TAPS X E TAPS statement of Employee Profit Sharing Plan Payments and Allocations Goto Summary Default Company Sumame First name Initial Address line 1 Address line 2 City Province Postal code Country B Status of sip poo Actual amount of eligible dividends 30 0 00 Taxable amount of eligible dividends 31 0 00 Dividend tax credit 32 0 00 Capital gains or losses 34 0 00 Other income 35 0 00 Total amount forfeited 36 0 00 Actual amount of dividends other than eligible 24 0 00 amount of dividends otherthan eligble 25 0 00 Dividend tax credit for div otherthan eligib
48. QPIP maximum employee premium 272 25 CPP QPP basic exemption 3 50000 QPIP employee premium rate 0 45 CPP maximum employee contribution 2 049 30 QPIP employer premium rate 10 63 r QPP contribution rate 4 95 ae MA TES Taxable Dividends nH 200 5 and T4PS gross up Non eligible 125 Employment Insurance T5 and T4PS dividend tax credit Non eligible 0 133333 El maximum insurable eamings 41 100 00 T5 and T4PS gross up Eligible 1 45 El maximum employee premium 711 03 5 and T4PS dividend tax credit Eligible 0 189655 El premium rate 1 73 RL 3 gross up Ordinary 1 25 El max employee premium Quebec 571 29 RL 3 dividend tax credit Ordinary 01 El premium rate Quebec 1139 RL 3 gross up Eligible 145 RL 3 dividend tax credit Eligible 0 17255 j Defauts T4 TimeSaver NET comes set with the rates and constants set by legislation for 2008 Using this utility the rates and constants as required to enable preparation of returns using 2009 rates and constants when T4 TimeSaver NET 2009 is not yet available ie To submit returns after a business closing midway through 2009 Click the Defaults button to return all rates and constants to their 2008 legislated values This feature is available to any user in the Basic Version and the ADMIN user in the Plus version 9 5 File Locations This function displays a list of the folders used to store the files used by T4 TimeSaver NET
49. Size Select whether you wish the report to print on letter 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 Printing Company List A Company List is a listing of the companies in the current database with the number of active and inactive slips of each type Select Company List 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 _ Print Company List m a Select Clear 7 Default Company Default Company Current Company z User Defined Groups Save As_ Exception 1 selected Fields Options aaa Bees Sotconpanesby ETES Business No Selected T4 active us ETTE 7 T4 inactive 3 eie Dun Clear T4A active Orientation Portrait Recalculate Totals E AX PaperSze E 5 inactive NR4 active Margins Nomi NR4 inactive 2 T4ANR active 7 Left 1 Bottom 1 Right T T4ANR inactive F T4AP active T4AP inactive Companies Select one of the options from the drop down list e All Companies print the slips for all comp
50. The administrator of the Plus version 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 to other users The PDF File Options are system wide selections to be used for all users and all reports The administrator of the Plus version logged in as ADMIN has the ability to change these settings 2009 ELM Computer Systems Inc 128 T4 TimeSaver NET Guide Click the Restore Defaults button restore the folder locations to the default settings ud File Locations Current data file Program System settings User settings Browse Default data Browse PDF reports Browse XML filing 9 6 Change Authorization Code This feature is available 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 T4 TimeSaver NET to another 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
51. TimeSaver NET If there is a feature which you would like to see in T4 TimeSaver NET please call or send us an email and let us know about it We don t promise that all suggestions will be incorporated into the system but we will give each one our careful consideration Many of the features now available in the system are the result of comments made by our clients many of whom have used T4 TimeSaver NET for years Thank you in advance for helping us to make T4 TimeSaver NET the finest tax slip preparation software available in Canada Hardware Requirements Computer Any Pentium class PC Operating System Windows 2000 Windows XP Windows Vista or Windows 2003 Note Windows is a registered trademark of Microsoft Corporation All other product names mentioned in this manual are trademarks of their respective owners System Memory A minimum of 128 Mb RAM is required to run T4 TimeSaver NET will run best on systems having at least 128Mb RAM beyond that required by the operating system For example if your operating system requires 512Mb RAM you should have a minimum of 640Mb RAM installed for optimal performance of T4 TimeSaver NET Typically any system able to run a current version of Windows should have sufficient memory to be able to run T4 TimeSaver NET Disk Drives A hard disk drive with at least 100 Mb of available disk space is required for installation of the program files while leaving sufficient space for data files
52. TimeSaver NET expects to find for that type of information See Headings for Import Files 177 for details about headings for each type of slip information For example the first row for a list of T4 slips might look like this T4 LASTNAME FIRSTNAME INITIAL ADDRESS1 ADDRESS2 CITY PROV POSTAL SIN etc 6 Make sure that the contents of each column match the headings you just added For example if the city and province are in one column you need to move the province to the PROV column and the city to the CITY column Our sample spread sheet would look something like this 2009 ELM Computer Systems Inc 116 T4 TimeSaver NET Guide E F G J 1 T4 2 T4 3 T4 4 T4 5 T4 6 T4 1 T4 8 T4 9 74 10 T4 11 4 12 4 13 4 14 74 15 4 LASTNAME FIRSTNAME INITIAL ADDRESS1 ADDRESS2 Aarons Aaron A 1 Apple Street Apt 1 Brown Bob B 2 Birch Street Clark Charlie C 3 Cedar Street Dickson Daryl D 4 Delaware Street Suite 4 Emery Ellen E 5 Everett Street French Fred F 6 Fir Street Gunderson George G 7 Gray Street Apt 7 Henstock Hazel H 8 Hettersley Street Apt 8 lvers Irene 1 9 Ichabod Street Jones Jerry J 10 Jasper Street Kennedy Kathy K 11 Killdere Street Suite 11 Lovell Laura L 12 Lavender Street Martin Mark M 13 Main Street Apt 13 Nixon Noah N 14 Newton Street CITY PROV POSTAL COUNTRY SIN Acton ON 1A1 CAN 123 Barrie ON B2B 2B2 CAN 123 Collingwood ON C3C 3C3 CAN 123 D
53. Union dues 44 0 00 Charitable donations 46 0 00 RPP or DPSP registrationno 50 Pension adjustment 52 0 00 premiums 55 0 00 PPIP insurable eamings 56 0 00 Other Information Box 1 D 0 00 Box 4 0 00 2 000 5 0 00 Box 3 0 00 Box 6 0 00 Optional text to print at top of slip Employee Name The employee name should be entered with the surname in the first field first name in the second field and middle initial in the third field Province of Employment T4 TimeSaver NET will automatically insert into Box 10 the code for the province of employment entered the General section of the Company Information You may of course override it for a specific employee S I N Validation T4 TimeSaver NET will check the validity of the S I N entered and will change the colour 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 When the edit list or detailed adjustment report is printed or displayed there will be an asterisk beside 2009 ELM Computer Systems Inc Entering Slips 55 any invalid S I N values CPP Pensionable Weeks If you have selected Adjust based on number of pensionable weeks for the CPP QPP Adjustment Option on the Adjustm
54. and its name will appear in the title bar of your T4 TimeSaver NET 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 unless you cancel the procedure 3 2 Opening a Database To work with an existing database you must open it Choose Open Database from the File menu Browse to the path and folder that contains the required database Select or type the name of the document you want to open in the File name field You can open databases with the following filename extensions 2009 ELM Computer Systems Inc Working with Databases 37 3 2 1 3 3 3 4 T07 Previous year s 2007 Original T4 TimeSaver database T08 Current year s 2008 Original T4 TimeSaver database TO8N Current year s 2008 T4 TimeSaver NET database If you attempt to open a database with a T07 T08 Original T4 TimeSaver database or TO7N 4 TimeSaver NET database extension you will be asked if you wish to convert the selected database into the 2008 T4 TimeSaver NET format If you respond Yes a new database will be created which contains all of the company and employee information that was in the source database The source database will not be affected If no database exists you will need to create one by selecting New database from the File menu NOTE If you are unable to access most items under the Company Menu the most like
55. and you indicate that you want the over remittance to be transferred to one employee i e an owner or shareholder you may also increase the gross pay of 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 2009 ELM Computer Systems Inc Adjusting T4s 85 6 8 Other Options Adjust CPP EI PPIP differences greater than If an amount is entered this box an adjustment to CPP QPP El PPIP must be greater than this threshold in order for the adjustment to be made If the difference between the calculated amount and the entered amount for CPP QPP EI and PPIP is less than or equal to the threshold no adjustments will be made and the entered amounts for CPP QPP El PPIP and tax will appear on the T4 slips Do you want CPP El amp PPIP to be adjusted to their calculated amounts even if there is insufficient tax to cover the difference If this option is selected it will adjust CPP QPP EI and PPIP to their calculated amounts although there may not be sufficient tax to make up the difference Where there is insufficient tax to cover the net adjustment to CPP QPP EI and PPIP this difference will be posted to the T4 Summary The shortfall is comprised of the increase in the employer s portion of CPP QPP EI PPIP and the increase in the employee s
56. beneath the toolbar 2009 ELM Computer Systems Inc 70 T4 TimeSaver NET Guide 5 17 RL1 Input Window JA X carca RL 1 Employment and Other Income GotoT4A Getr GotoSummay Default Company Sumame First name Initial Social insurance number Address line 1 Reference number Address line 2 CPP QPP pensionable weeks 52 00 City Province B B Postal code Country B Recipient Quebec ID no F Recipient is a business Status of slip 0 Ed Original Original relev 1 no 0 Current relev 1 no 0 1 T4 Slip 2 RL 1 Slip Entered Adjusted Employment income A 0 00 Employee s QPP contributions 0 00 Employee s El premiums G 0 00 RPP contributions D 0 00 Quebec income tax deducted E 0 00 Union dues F 0 00 QPP pensionable eamings G 0 00 Employee s QPIP premiums 0 00 QPIP insurable eamings 0 00 Private health services plan J 000 exempt Travel in remote area K 0 00 E Do not adjust QPIP Footnotes Other benefits L 0 00 Commissions M 0 00 Charitable donations N 0 00 Other income 0 00 Mutti employer insurance plan 0 00
57. box 12 Business number box 61 Partnership s filer ID box 86 Sole proprietor s last name Sole proprietor s first name Sole proprietor s initial Status of slip Optional text to print at top of slip Type Comments max size Examples amp Defaults Text 30 Required field Text 30 Text 30 Text 30 Text 28 Text 10 Text 2 Text 3 CAN USA etc Integer 4 Text 1 1 3 or 4 Currency Currency Text 9 Text 15 Text 9 Text 20 Text 12 Text 1 Text 1 O Original A Amended or C Cancelled Text 15 2009 ELM Computer Systems Inc Headings for Import Files 197 14 11 Headings for T5018 T4 TimeSaver NET Plus Only Headings for T5018 Information Heading NAME LASTNAME FIRSTNAME INITIAL ADDRESS1 ADDRESS2 CITY PROV POSTAL COUNTRY PAYMENTS SIN SLIPSTATUS RECTYPE PARTNERSHIPID TEXTATTOP Description Recipient name Recipient last name Recipient first name Recipient middle initial Address line 1 Address line 2 City Province code Postal code including space Country in address Construction subcontractor payments box 22 Recipient s ID number BN or SIN box 24 Status of slip Recipient type Parnership s Filer ID Optional text to print at top of slip Type max size Text 30 Text 30 Text 30 Text 1 Text 30 Text 30 Text 28 Text 2 Text 10 Text 3 Currency Text 15 Text 1 Text 1 Text
58. certification information entered on the New Company Defaults 12 tab of the User Settings 128 submenu of Setup 28 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 15 screen Recalculate Button Click this button to recalculate all calculated values this will also return all overridden 517 values to their calculated value Go to Slips Button Click on this button to display the T4A slips for the current employer The data entry screen for the current summary will remain available via a tab beneath the toolbar 2009 ELM Computer Systems Inc 94 T4 TimeSaver NET Guide 7 4 T4ANR Summary _ TAANR Summary X Bl T4A NR Summary Fees Commissions or Other Amounts Paid to Non Residents Recalculate Default Company Year 2008 Total number of slips filed 88 0 Gross income 18 000 Travel expenses 20 000 Total tax deductions reported on T4A NR slips 22 0 00 Minus remittances 82 0 00 Differe
59. computing www elmcomputers com bulletin html 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 L M Email info elmcomputers com COMPUTER SYSTEMS INC Website www elmcomputers com 2009 ELM Computer Systems Inc 14 T4 TimeSaver NET Guide 1 3 Gift Certificate ELM Computer Systems Inc would like to thank all who have used T4 TimeSaver since it was first introduced Each of you has made an important contribution to the tremendous success of the T4 TimeSaver over the past 21 years We thank you and encourage you to use the coupon below to take advantage of our services at a special rate available to all of our T4 TimeSaver clients until December 31 2009 ELM COMPUTER SYSTEMS INC Tel 416 495 1624 Fax 416 495 0044 502 Gordon Baker Road Toll Free 1 800 268 3211 Willowdale Ontario M2H 3B4 Email support elmcomputers com COMPUTER SYSTEMS INC Gift Certificate Gift Certificate Gift Certificate Gift Certificate Gift Certificate This certificate entitles the bearer to a 10 discount on the first year of remote management or technical support services The bearer must be a T4 TimeSaver client and be able to provide a valid client number upon presentation Authoriz
60. dividends box 24 Taxable amount of eligible dividends box 25 Dividend tax credit for eligible dividends box 26 Actual amount of eligible dividends box 30 Taxable amount of eligible dividends box 31 Dividend tax credit for eligible dividends box 32 Capital gains for loses box 34 Other income box 35 Forfeited due to withdrawal box 36 Foreign non business income box 37 Foreign capital gains or losses box 38 Foreign non business tax box 39 Canadian social insurance number box 12 Type max size Text 30 Text 30 Text 1 Text 30 Text 30 Text 28 Text 2 Text 10 Text 3 Text 1 Integer 4 Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Text 9 Comments Examples amp Defaults Required field CAN USA etc O Original A Amended or C Cancelled 2008 2009 ELM Computer Systems Inc Headings for Import Files Heading TEXTATTOP Description Optional text to print at top of slip Type Comments max size Examples amp Defaults Text 15 193 2009 ELM Computer Systems Inc 194 T4 TimeSaver NET Guide 14 9 Headings for T5 amp RL3 T4 TimeSaver NET Plus Only Headings for T5 amp RL3 Information Heading NAME1 NAME2 LASTNAME1 FIRSTNAME1 INITIAL1 FIRSTINDIVIDUAL LASTNAME2 FIRSTNAME2 INITIAL2 SECONDINDIVIDUAL ADDRESS1 ADD
61. each box of the T4 and may prove useful as an audit check It will be calculated in one of the two following ways Employment Income Standard Deductions Other Deductions or Employment Income Standard Deductions Taxable Benefits The Employment Income is the amount entered in Box A The Standard Deductions are CPP QPP El PPIP Income Tax Pension Plan Contributions Charitable Donations and Union Dues Note that the Standard Deduction includes both provincial Qu bec and federal taxes Taxable Benefits will be the sum of all boxes representing taxable benefits Other deductions if there are any must be entered manually to arrive at the appropriate figure for Net Pay You can switch between these two methods of calculating the Net Pay by clicking on the Net Pay 431 button and then selecting the appropriate option You can also check the Don t display net pay to remove this information from the display 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 2009 ELM Computer Systems Inc Entering Slips 57 5 9 T4A Input Window _
62. entry screen for the current summary will remain available via a tab beneath the toolbar 2009 ELM Computer Systems Inc Entering Summary Form Information 97 7 7 T4PS Summary 43 TAPS Summary CE El TAPS Summary Employee Profit Sharing Plan Payments and Allocations Recalcuite GotoSips Default Company Year T4PS segment forms 51 0 Total number of slips filed 53 0 Name of plan Actual amount of dividends otherthan eligible 24 000 Actual amount of eligible dividends 30 000 Capital gains or losses 34 000 Other income 35 000 Total amt forfeited due to withdrawal from plan 36 000 Foreign non business income 37 000 Foreign capital gains or losses 38 0 00 Foreign non business income tax 39 000 Person to contact about this return Certtification 76 Contact first name Last name D e Name 78 Area code phone Extension Position or office Date on summary Year Ending Enter the year being reported TAPS segment forms If you have created segment forms enter the number here Segment forms are not required if you are filing electronically Person to Contact About this Return The default contact information entered on the New Company Defaults 2 page of the User Settings 129 submenu of Setup 28
63. exploration expenses 124 0 00 Expenses qualifying for SK tax credit 143 0 00 Assistance for Canadian development expenses 125 0 00 Expenses qualifying for MB tax credit 144 0 00 F Portion subject to an interestfree period CEE 130 0 00 Expenses qualifying for ON tax credit 145 0 00 Expenses qualifying for an ITC 128 0 00 mg 0 00 Bn nu Tax shelter information Number of units acquired 150 0 00 Limited resource amounts 153 0 00 Cost per unit 151 0 00 Atsisk adjustment 154 0 00 Total cost of units 152 0 00 Other indirect reductions 155 0 00 Bu von 12 1 2 3 Section D THIS SECTION OF THE T4 TIMESAVER NET MANUAL IS UNDER CONSTRUCTION IT IS NOT YET COMPLETE 2009 ELM Computer Systems Inc Partnership Forms Plus Version Only 167 _ T5013 Summary E E T5013 Summary information Return of Partnership Income Recalouste go 2 Default Company 1 Section General 2 Section C Totals f 3 SectonD Misc 4 SectionE Checkist 5 Section F Certification
64. 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 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 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 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 pri
65. further information see Adjusting T4s amp 2 2009 ELM Computer Systems Inc Company Information 43 5 Setup Default Company 1 General 2 Adjustment Options 3 Net Pay r CPP QPP Adjustment Options Transfer Over Remittance Adjust if over maxiumum under required minimum Transfer over remittance to employee with the following S I N Adjust based on number of pensionable weeks Maximum number of pensionable weeks 52 Increase gross pay of above employee by amount of over remittance r El Adjustment Options Options V Adjust El premiums if over annual maximum Adjust CPP EI PPIP differences greater than 1 00 7 Adjust El premiums based on insurable eamings Adjust CPP EI PPIP to calculated amounts even if there E Adjust insurable eamings based on El premiums is insufficient tax to offset the adjustment Maximum amount by which tax may be reduced m PPIP Adjustment Options _ Adjust PPIP premiums if over annual maximum Adjust PPIP premiums based on insurable eamings Adjust insurable eamings based on PPIP premiums If for a specific company you have changed the values for the Tax Centre the Taxation Services Office code or the Default Province of Employment in the General section or any of the options in the Adjustment Options section pressing the User Defaults button wi
66. 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 NR4 Summary for the current employer The data entry screen for the current slip will remain available via a tab beneath the toolbar 2009 ELM Computer Systems Inc 54 T4 TimeSaver NET Guide 5 8 T4 Input Window 9 TAfRLAA X HE TA Statement of Remuneration Paid j Goto Summay Default Company Sumame First name Initial Social insurance number 12 Address line 1 Employee number Address line 2 Employment code z B Cty Province E cPP pensionable weeks 0 00 Status of sip O El Original Postal code Country Province of employment 10 E Year 2008 1 T4 Slip 2 RL 1 Slip Entered Adjusted Employment income 14 0 00 Net Pay Employee s CPP contributions 16 0 00 Employment income Employee s QPP contributions 17 0 00 Standard deductions Employee s El premiums 18 0 00 RPP contributions 20 0 00 Income tax deducted 22 0 00 El insurable eamings 24 0 00 CPP QPP eamings 26 0 00 Exempt 28 CPP QPP 7 El 7 PPIP Do not adjust C CPP QPP fe 7 PPIP
67. net pay calc 2009 ELM Computer Systems Inc Headings for Import Files 183 Heading Description Type Comments max size Examples amp Defaults SLIPSTATUSR1 Status of slip Text 1 O Original A Amended or C Cancelled IDNOQ Recipient Quebec identification number Numeric 10 ISBUSINESS Recipient is business Yes No No INCOMER1 Employment income box A Currency RPPR1 Reg Pension plan contr box D TAXR1 Qu bec income tax deducted box E Currency UNIONR1 Union dues box F Currency QPPEARN QPP pensionable earnings box G Currency HEALTHR1 Private health insurance box J Currency TRAVELR1 Travel box K Currency OTHERTBR1 Other taxable benefits box L Currency COMMISSIONS Employment commissions box M Currency CHARITABLER1 Charitable donations box N Currency OTHERINC Other taxable income box O Currency INSURANCE Multi employer insurance box P Currency DEFERRED Deferred salary box Q Currency INDIANINC Exempt income for an Indian box R Currency TIPS Tips received box S Currency TIPSALLOCATED Tips allocated box T Currency PHASEDRETIRE Phased retirement box U Currency HOUSING Meals and accommodation box H Currency AUTOR1 Personal use of auto box 1 Currency FNOTE1R1 Footnote 1 Text 30 FNOTE2R1 Footnote 2 Text 30 FNOTE3R1 Footnote 3 Text 30 NETPAYOTHERR1 Other deductions from Net Pay Currency For net pay calc TEXTATTOPR1 Optional text to print at top of sli
68. or double click the icon to the right of the field again You will be asked to confirm the return to the calculated value 2009 ELM Computer Systems Inc 52 T4 TimeSaver NET Guide 5 7 NR4 Input Window x E E NR4 Statement of Amounts Paid or Credited to Non Residents of Canada Goto Summary Default Company Status Adding new form Press Escape to cancel Recipient code D individual Sumame First name Initial Enter the non resident account number Address line 1 on the NR4 Summary Address line 2 City Province B Postal code Country B Status of slip D 2008 Country code B Payer or remitter identification number Foreign or Canadian tax id number Income code Currency code Gross income Non esident tax withheld Exemption code Une 1 u B sf B os 00 17 ox B line 2 2 B of B x 0 00 27 ox B Optional text to print at top of slip Employee Name The employee name should be entered with the surname in the first field first name in the second field and middle initial in the third field Status of Slip Select O for original default value A for amended or C for cancelled This will cause the slip to be labelled appropriately as required by CRA It will also cause the s
69. premiums 19 000 Income tax deducted 22 000 Total deductions reported 16 27 18 19 22 80 0 00 Minus remittances 82 0 00 Difference 0 00 Overpayment 84 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 Certtification 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 to be enclosed with the T4 Summary form 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 information entered on the New Company Defaults z page of the User Settings 128 submenu of Setup 2 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 2009 ELM Computer Systems Inc Entering Summary Form Information 91 Ce
70. selected companies Cancelled Slips Only print 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 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 indicated file when the Print window is closed
71. some control fields required by T4 TimeSaver NET Descriptions of some of these boxes are listed below under the corresponding type of slip See the guides provided by CRA for information about the regulations concerning the contents of any of the particular boxes There are a number of features available to make data entry as quick and easy as possible Many fields for example the Province field have white arrows to the right of the box This indicates that there are a limited number of valid options for this field Double click in the box or on the arrow to select from the valid options You can insert the company address onto the address fields for an employee by simultaneously pressing the Shift F6 keys If there is more than one slip for an employee you can copy the 2009 ELM Computer Systems Inc Entering Slips 51 Employee information from one slip using the F7 key and then paste it onto another slip using the Shift F7 combination of keys 5 6 Overriding Calculated Fields Some fields on the slips and summaries contain calculated values If it becomes necessary to edit a calculated field you may do so by pressing the F4 button or double clicking the icon to the right of the field The background colour of the field will change to indicate the value is no longer the calculated value and you will be able to enter the desired value To return to the calculated value click the Recalculate button press F4 again
72. 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 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 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 labelling showing the transmitter s name and telephone number the transmitter number and your submission file name Filing Courier or mail the CD or DVD to the following address Electronic Media Processing Unit Ottawa Technology Centre Canada Revenue Agency 875 Heron Road Ottawa ON K1A 1A2 11 4 Diskette Filing T4 TimeSaver NET Plus Only Creating the submission diskette T4 TimeSaver NET will automatically copy the electronic filing submission to the floppy drive that you indicate Label the diskette with your name and telephone number so that the CRA can contact
73. wage loss plans Death benefits Medical Premium benefit Disability benefits Group Term Life Insurance Benefit Veteran s benefits Apprenticeship Incentive Grant Tax deferred patronage dividends RPP pre 1990 past service Registered disability savings plan Wage earner protection program Type max size Comments Examples amp Defaults Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency 2009 ELM Computer Systems Inc Headings for Import Files Heading VARIABLEPENSION Description Variable pension benefits Type max Comments size Examples amp Defaults Currency 187 2009 ELM Computer Systems Inc 188 T4 TimeSaver NET Guide 14 5 Headings for T4A NR T4 TimeSaver NET Plus Only Headings for T4A NR Information Heading LASTNAME FIRSTNAME INITIAL NAME ADDRESS1 ADDRESS2 CITY PROV POSTAL COUNTRY YEAR RECTYPE SLIPSTATUS BN INCOME TRAVEL TAX REDUCTION SERVICESCITY SERVICESPROV DAYSINCANADA FOREIGNSIN SIN PROFNAME INDUSTRYCLASSCODE Description Recipient last name type 1 Recipient first name type 1 Recipient middle initial type 1 Recipient name type 3 4 amp 5 Address line 1 Address line
74. 0 C CD Filing 150 Change Authorization Code 128 Change Password 128 Check Database Integrity 24 Close Database 24 37 Codes Country 175 Codes Province amp State 174 Common Problems 172 Company List Printing 144 Company Name 31 Company Selection ToolBar 26 Company Add 31 Company Adjustment Options 42 Company Create 41 Company Defaults 121 Company Delete 45 Company Edit 31 45 Company General Information 41 Company Import File Header 178 Company Merge 110 Company Net Pay 43 Company Select 31 44 Company Transfer 111 Company Unlock 47 Contact Information Global 113 Contribution Rates and Constants 127 Convert Database 37 Converting Databases 118 Country Codes 175 CPP Adjustment Options 82 Create Company 41 Create Database 36 Ctrl A 32 Ctrl D 32 Ctrl P 32 Ctrl PgDn 32 Ctrl PgUp 32 Ctrl S 32 D Data Entry NR4 Slip 52 Data Entry NR4 Summary 88 Data Entry RL1 Slip 70 Data Entry RL1 Summary 103 Data Entry RL17 Slip 77 Data Entry RL17 Summary 106 Data Entry RL2 Slip 73 Data Entry RL2 Summary 105 Data Entry RL25 Slip 79 Data Entry RL25 Summary 107 Data Entry RL3 Slip 75 Data Entry T1204 Slip 68 Data Entry T1204 Summary 101 Data Entry T4 Slip 54 Data Entry T4 Summary 90 Data Entry T4A Slip 57 Data Entry T4A Slip Electronic Filing 59 Data Entry T4A Summary 92 Data Entry T4ANR Slip 60 Data Entry T4ANR Summary 94 2009 ELM Comput
75. 00 Total income for year B 000 Total income for stay 000 Total allowance for year D 000 Total allowance for stay E 000 Person to contact about this return Certtification 76 First name Last name Position or office 78 Area code phone Extension Date on summary Person to Contact About this Return The default contact information entered on the New Company Defaults 121 page of the User Settings 128 submenu of Setup 21 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 127 tab of the User Settings 123i submenu of Setup 28 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 19 screen Recalculate Button Click this button to recalculate all calculated values this will also return all overridden 51 values to their calculated value Go to Slips Button Click on this button to display the RL 17 slips for the current employer The data entry screen for the
76. 00 Other amounts allocated or paid D 0 00 Cancelled allocations E 0 00 Taxable amount of dividends F 0 00 Dividend tax credit G 0 00 Foreign income tax H 0 00 Quebec income tax 0 00 Optional text to print at top of slip Recipient Name The employee name should be entered with the surname in the first field first name in the second field and middle initial in the third field Recipient Type Enter one of the following valid codes to identify the type of recipient 1 if the beneficiary was an individual 2 if the beneficiary was a joint account two individuals 3 if the beneficiary was a corporation 4 if the beneficiary was an association a trust fiduciary trustee nominee or estate a club a partnership or other 5 if the beneficiary was a public body municipality or government agency 6 if the beneficiary was the spouse of the settler or of the deceased Original Relev Number Available only if Status of Slip is Amended Enter the number of the original Relev slip being 2009 ELM Computer Systems Inc 80 T4 TimeSaver NET Guide amended This number will be printed on the slip and will enable MRQ to correlate the amended slip with the original slip See Using Serial Numbers on Relev Slips 137 for more information on how Relev numbers are handled by T4 TimeSaver NET Relev Code Select R for original default value A for amended or D for cancelled Thi
77. 1 ADDRESS2 CITY PROV POSTAL COUNTRY YEAR SIN REFERENCENUMBER DEDUCTION INCOMEYEAR INCOMESTAY ALLOWANCEYEAR ALLOWANCESTAY DAYSOUTSIDE PERIODSOUTSIDE DATEDEPARTURE DATERETURN FOREIGNCOUNTRY SLIPSTATUS TEXTATTOP Description First recipient last name First recipient first name First recipient middle 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 box A Total employment revenue box B Total income for stay box C Allowance in year box D Allowance for stay box E Days outside Canada box F Number of 30 day periods box G Departure date from Canada box H Return date to Canada box Name of foreign country box J Status of slip Optional text to print at top of slip Type max Commenis size Examples amp Defaults Text 30 Required field Text 30 Text 1 Text 30 Text 30 Text 28 Text 2 Text 10 Text 3 CAN USA etc Text 1 2008 Text 9 Text 15 Currency Currency Currency Currency Currency Integer Integer Date Date Text 20 Text 1 R Original A Amended or D Cancelled Text 15 2009 ELM Computer Systems Inc 206 T4 TimeSaver NET Guide 14 15 Headings for RL25 T4 TimeSaver NET Plus Only Headings for RL25 Information Heading NAME1 NAME2 LASTNAME1 FIRS
78. 14 Employment income V 55 PPIP premiums 7 16 CPP contributions V 56 PPIP insurable eamings Electronic Filing Page The Electronic Filing page contains information required by the system to submit information returns on diskette CD DVD or via the internet Enter the name and address of the company responsible for transmitting the electronic filing data and the names and phone numbers for accounting and technical contacts If CRA has assigned a transmitter number for federal forms it should be entered If you will be filing any Qu bec forms you will need to complete all the fields in the Quebec section See Electronic Filing Preparation 1481 for further information regarding electronic filing 2009 ELM Computer Systems Inc 124 T4 TimeSaver NET Guide AA User Settings x User Settings ren Lie 1 New Company Defaults 2 Adjustment Options 3 Data Entry 4 Electronic Filing 5 Options Transmitter Information Federal Name line 1 Transmitter number Name line 2 Address line 1 Address line 2 Quebec City Province B Transmitter number Postal code Country D Transmitter type 2 n Filing on behalf of other filers Identification file Accounting Contact NEQ Name Source of slips
79. 2 City Province code Postal code including space Country Taxation Year Recipient Code box 11 Status of slip Business Number Box 13 Income box 18 Travel box 20 Income tax deducted box 22 Reduction authorized box 23 City where services rendered Province where services rendered Number of days recipient was in Canada Foreign Social security number box 14 Canadian social insurance number box 12 Professional name box 16 Non resident s service industry Type max size Text 30 Text 30 Text 1 Text 30 Text 30 Text 30 Text 28 Text 2 Text 10 Text 3 Integer 4 Text 1 Text 1 Text 15 Currency Currency Currency Text 1 Text 32 Text 2 Integer Text 20 Text 9 Text 30 Text 4 Comments Examples amp Defaults Required field Required field USA 2008 1 3 40r5 O Original A Amended or C Cancelled Max of 366 2009 ELM Computer Systems Inc Headings for Import Files 189 Heading COUNTRYRES TEXTATTOP Description Country of Residence Optional text to print at top of slip Type max size Text 3 Text 15 Comments Examples amp Defaults USA 2009 ELM Computer Systems Inc 190 T4 TimeSaver NET Guide 14 6 Headings for T4AP T4 TimeSaver NET Plus Only Headings for T4AP Information Heading LASTNAME FIRSTNAME INITIAL ADDRESS1 ADDRESS2 CITY PROV POSTAL COUNT
80. 2009 ELM Computer Systems Inc Using Tools to Manipulate Data 113 8 3 2 Contact Information Global Changes Contact Info Companies x Vi Defaut Come Current Company User Defined Groups Default Company New Certification Information 1 selected Summaries to be Changed New Contact Information Select Al Z NR4 E Change 7 T4 Fic Ceara TA a book Ch eee T4ARCA Change E T4PS T5 Change 7 T1204 T5013 T5018 E R1 7 R2 7 R3 7 R17 R25 Change Change 7 Change Change Change Use the Global Changes Contact Information tool to modify the contact information the summaries of any or all return types that exist for any or all companies in the current database Selected companies will appear in the box on the right The return types to which the changes will be applied can be selected from the table at lower left Updated contact and certification information can be 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 not be reversed 2009 ELM Computer Systems Inc 114 T4 Ti
81. ATABASE REPAIR ROUTINE OF T4 TIMESAVER NET TO PROTECT YOUR FILES FROM ACCIDENTAL ERASURE OR ANY OTHER LOSS OR CORRUPTION YOU ARE RESPONSIBLE FOR ENSURING THAT ADEQUATE BACKUP COPIES OF ALL YOUR FILES BOTH DATA AND PROGRAMS ARE MADE ON A 2009 ELM Computer Systems Inc 38 T4 TimeSaver NET Guide REGULAR SYSTEMATIC BASIS When to repair a database The system constantly checks the validity of its files and if it detects any corruption it will report it This could occur if you had turned off the computer or re booted without exiting T4 TimeSaver NET or had a power failure If you run out of 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 it is advisable to make a backup copy of your database You can copy the database to removable media or to another hard drive 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 You will be asked to confirm the name of database to be repaired The process will begin as soon as you click Yes
82. Currency DIVIDENDS Actual non eligible div box 51 Currency TAXABLE ca of non eligible dividends Currency CREDIT oe dividend tax credit box Currency DIVIDENDS_E Actual eligible div box 52 Currency TAXABLE_E Taxable am t eligible div box 52 1 Currency CREDIT E Eligible div tax credit box 52 2 Currency INTEREST Interest from Can sources box 50 Currency 2009 ELM Computer Systems Inc 200 T4 TimeSaver NET Guide FRMDIVIDENDS BUSINVESTLOSS CARRYINGCHARGES CO1TEXT1 CO1TEXT2 C01AMOUNT CO2TEXT1 CO2TEXT2 CO2AMOUNT CO3TEXT1 CO3TEXT2 CO3AMOUNT For div and interest inc box 55 Business invest loss box 56 Carrying charges box 59 Generic box 1 Province Country 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 Currency Currency Currency Text 3 Text 6 Currency Text 3 Text 6 Currency Text 3 Text 6 Currency 4 Renounced Canadian exploration and development expenses Boxes 120 RENOUNCEDCEE RENOUNCEDCDE ASSISTANCECEE ASSISTANCECDE PORTIONINTFREECEE EXPENSESITC PORTIONINTFREEITC EXPENSESBCTAXCREDIT EXPENSESSKTAXCREDIT EXPENSESMBTAXCREDIT EXPENSESONTAXCREDIT FO1TEXT1 FO1TEXT2 F01AMOUNT FO2TEXT1 FO2TEXT2 FO2AMOUNT Renounced Can Explor Exp box 120 Ren
83. Examples amp Defaults OTHER Other income from Cdn sources box 14 Currency FORINC Foreign income box 15 F Currency FORTAX Foreign tax paid box 16 G Currency ROYALTIES Royalties from Cdn sources box 17 H Currency ACCRUED Accrued income Annuities box 19 J Currency RESOURCE Resource allowance deduction box 20 Currency CURRENCY Foreign currency code box 27 Text 3 TRANSIT Transit box 28 Text 10 ACCOUNTNO Recipient account number box 29 Text 16 TEXTATTOP Optional text to print at top of slip Text 15 Additonal Headings for RL 3 fields NEEDR3 Recipient needs RL 3 Yes No ISINTERESTSAVINGSBONDS 5 interest from Fed or Qu bec savings bonds Yes No ACCOUNTNOR3 Other ID Recipient Number RL 3 Text 16 TEXTATTOPR3 Optional text to print at top of slip Text 15 2009 ELM Computer Systems Inc 196 T4 TimeSaver NET Guide 14 10 Headings for T1204 T4 TimeSaver NET Plus Only Headings for T1204 Information Heading NAME1 NAME2 ADDRESS1 ADDRESS2 CITY POSTAL PROV COUNTRY YEAR RECTYPE SERVICEPAYMENTS MIXEDPAYMENTS SIN BN PARTNERSHIPID LASTNAME FIRSTNAME INITIAL SLIPSTATUS TEXTATTOP Description Recipient name line 1 Recipient name line 2 Address line 1 Address line 2 City Postal code including space Province code Country in address Year Recipient type box 23 Service payments box 82 Mixed services payments box 84 Social insurance number
84. Folder Allows the user to change the location of the XML submission files See File Locations 127 for further information Go to Output Folder Pressing this button will open the folder that the XML submission files will be stored Printing Slips Reports Windows Help NR4 m T4 Edit List T4A T4 Slips 2 page T4A NR T4 Slips 3 page T4A P T4 Summaries T4A RCA T4PS T5 T1204 T5018 v T4 Instructions Electronic Filing Adjustment Report TNT RL 1 RL 2 RL 3 RL 17 RL 25 TT Partnership Federal v Partnership Quebec Validate Data Before Filing Federal Validate Data Before Filing Quebec Company List Select the desired type of slip from the Reports menu A list of available reports for that type of slip will appear from which you can select the report you wish to print The option of whether to print two slips 2009 ELM Computer Systems Inc Producing Reports 135 per page or three slips per page will be available only when selecting from T4 reports _ WE Print Slips 3 page X Companies Select Clear ai E Default Company Default Company Current Company User Defined Groups Save As Exception 1 selected Slips Clear Al FREEE FREEE Al sips Include inactive nil slips Sort slips by Name J 1of 1 selected Copy and Printer Selection
85. Headings for Company T4 TimeSaver NET Plus Only Headings for Company Information Type Comments Heading Description max size Examples amp Defaults NAME1 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 TAXCENTRE Taxation centre Text 13 IDNOQ Qu bec Identification number and file Text 16 number Format 1234567890RS0001 NEQ Qu bec Enterprise number Text 16 2009 ELM Computer Systems Inc Headings for Import Files 179 14 2 Headings for NR4 T4 TimeSaver NET Plus Only Headings for NR4 Information 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 Description Recipient name line 1 code 3 4 amp 5 Recipient name line 2 code 3 4 amp 5 First recipient last name code 1 amp 2 First recipient first name code 1 amp 2 First recipient middle initial code 1 amp 2 Second recipient last name code 1 amp 2 Second recipient first name code 1 amp 2 Second r
86. Identification and File No Enter the Quebec Identification and file number for the company if you will be submitting any Quebec forms The 16 digit number will have the format nnnnnnnnnRSnnnn where n represents a numeric character Quebec Enterprise Number NEQ Enter the Quebec Enterprise number for the company if you will be submitting any Quebec forms It is 10 digit number issued to a company when the business is registered PDF Output Folder Set the desired location of PDF copies of printed slips and summaries for this company You may use one location for all companies or set up a different folder for each company Click the Browse button to set the location Browse For Folder Select PDF Folder for Crystal Clear Accounting d 1285 7622669 4 9404674 HP LaserJet 3600 d Intel d MyWorks d orderpro2 Program Files E di Tax Data Default Data E js PDF Output Crystal Clear Select an existing folder or use the Make New Folder button to create a folder for this company Adjustment Options With T4 TimeSaver NET you have the flexibility of customizing your method of adjusting CPP and El discrepancies for individual companies When you add a new company T4 TimeSaver NET will automatically insert the default values that you entered on the T4 Adjustment Defaults page in the Setup menu You may make any changes required for this particular company by simply typing in the correct information For
87. OPTION CAN BE SELECTED ALONE OR WITH OPTIONS ORI If this option is selected the PPIP will only be adjusted if it is greater than Standard annual maximum of 60 500 00 x 0 45 or 2 049 30 H Adjust PPIP premiums based on Insurable Earnings NOTE THAT ONLY ONE OF OPTIONS H OR I MAY BE SELECTED If this option is selected the El will be calculated as PPIP insurable earnings x 0 45 If PPIP insurable earnings are not entered gross pay will be used l Adjust insurable earnings based on PPIP deducted NOTE THAT ONLY ONE OF OPTIONS H OR I MAY BE SELECTED This option assumes the entered amount for PPIP deducted is correct When this option is selected PPIP insurable earnings will be calculated as the minimum of PPIP deducted 0 45 OR 60 500 00 OR Employment income Transfer Over Remittance Transfer employer s over remittance of CPP QPP or El to the following employee 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 If a S I N is entered here then any net overpayment of CPP QPP and El resulting from adjustments calculated by the program will be credited to the tax deducted for the T4 of this employee This adjustment will be reflected in the adjusted tax on the Adjustment reports for the particular employee Increase the gross pay with over remittance If an over remittance is created by the adjustments
88. OSTAL Postal code including space COUNTRY Country code YEAR Tax year SLIPSTATUS Status of slip REFUNDEMPLOYER Refund of employer contributions box 12 REFUNDEMPLOYEE Refund of employee contributions box 14 DISTRIBUTIONS Distributions box 16 SELLINGPRICE Selling price of an interest in RCA box 18 OTHER Other amounts box 20 INCOMETAX Income tax deducted box 22 SIN Social insurance number box 24 TEXTATTOP Optional text to print at top of slip Type max size Text 30 Text 30 Text 1 Text 30 Text 30 Text 28 Text 2 Text 10 Text 3 Interger 4 Text 1 Currency Currency Currency Currency Currency Currency Text 9 Text 15 Comments Examples amp Defaults Required field 08 O Original A Amended or C Cancelled 2009 ELM Computer Systems Inc 192 T4 TimeSaver NET Guide 14 8 Headings for T4PS T4 TimeSaver NET Plus Only Headings for T4PS Information Heading LASTNAME FIRSTNAME INITIAL ADDRESS1 ADDRESS2 CITY PROV POSTAL COUNTRY SLIPSTATUS YEAR ACTUAL TAXABLE CREDIT ACTUAL_E TAXABLE_E CREDIT E CAPGAINS OTHER FORFEITED FOREIGNINCOME FOREIGNCAPGAIN S FOREIGNTAX SIN Description Recipient last name Recipient first name Recipient middle initial Address line 1 Address line 2 City Province code Postal code including space Country in address Status of slip Year Actual amount of non eligible
89. Optional text to print at top of slip Deferred salary or wages Q 0 00 Income situated on a reseve R 0 00 Tips allocated by employer T 0 00 Meals and accommodation 0 00 Tips received 0 00 Phased retirement u 0 00 Personal use of motor vehicle W 0 00 Employee Name The employee name should be entered with the surname in the first field first name in the second field and middle initial in the third field S I N Validation T4 TimeSaver NET will check the validity of the S I N entered and will change the colour 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 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 Select O for original default value A for amended or C for cancelled This will cause the slip to be labelled appropriately as required by MRQ It will also cause the slip to be included or excluded 2009 ELM Computer Systems Inc Entering Slips 71 appropriately whenever the Amended only or Originals only options are chosen Note Status of Slip designations used on the RL 1 differ from the MRQ guidelines This will be addressed in a s
90. Original T4 TimeSaver or T4 TimeSaver NET database the Convert Databases 118 dialogue will be displayed 2009 ELM Computer Systems Inc Getting Started 25 New Database Creates a new T4 TimeSaver NET database Close Database Closes the currently open database Repair Database Checks currently open database and repairs any damage Check Database Integrity Checks integrity of currently open database Repair User Database Checks database storing user information user name session status amp etc and repairs any damage Print This Form CTRL P Sends currently open form to the default printer Exit Closes all open forms and dialogues and exit T4 TimeSaver NET Once T4 TimeSaver NET as been used to access one or more databases a list of recently used databases will appear below the Exit menu item 2 5 2 Edit Menu Edit Menu Edit View Company Forms Add Slip Ctrl A 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 Any menu or submenu item that is greyed out is not currently available 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 ma
91. RESS2 CITY PROV POSTAL COUNTRY TAXYEAR REPORTCODE RECTYPE SIN SIN2 ACTUAL ACTUAL_E INTEREST CAPGAINS 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 middle initial type 1 amp 2 Indicates first entity is individual R3 Second recipient last name type 2 Second recipient first name type 2 Second recipient middle initial type 2 Indicate second entity is individual Address line 1 Address line 2 City Province code Postal code including space Country code Taxation year Report code box 21 Recipient type box 23 First recip SIN ID or Business box 22 Second recip SIN ID R3 Am t of non eligible dividends box 10 of eligible dividends box 24 Interest from Cdn sources box 13 D Capital gains dividends box 18 1 Comments Examples amp Defaults Type max size Text 30 Required field Text 30 Text 30 Required field Text 30 Text 1 Yes No Text 30 Text 30 Text 1 Yes No Text 30 Text 30 Text 28 Text 2 Text 10 Text 3 Integer 4 2008 Text 1 O Original A Amended or C Cancelled Text 1 1 Text 15 Text 15 Currency Currency Currency Currency 2009 ELM Computer Systems Inc Headings for Import Files 195 Heading Description Type Comments max size
92. RY YEAR SLIPSTATUS NUMOFMONTH EFFECTIVEDATE TAXABLECPP INCOMETAX RETIREMENT SURVIVOR DISABILITY CHILD DEATH BENEFITNUM SIN TEXTATTOP Description Recipient last name Recipient first name Recipient middle initial Address line 1 Address line 2 City Province code Postal code including space Country code Tax year Status of slip Number of month box 21 Effective date box 13 Taxable CPP benefits box 20 Income tax deducted box 22 Retirement benefit box 14 Survivor benefit box 15 Disability benefit box 16 Child benefit box 17 Death benefit box 18 Benefit number Social insurance number box 12 Optional text to print at top of slip Type max size Text 30 Text 30 Text 1 Text 30 Text 30 Text 28 Text 2 Text 10 Text 3 Comments Examples amp Defaults Required field Interger 4 08 Text 1 O Original A Amended or C Cancelled Integer 2 Date Aug 03 2008 mmm yyyy Currency Currency Currency Currency Currency Currency Currency Text 20 Text 9 Text 15 2009 ELM Computer Systems Inc Headings for Import Files 191 14 7 Headings for TAARCA T4 TimeSaver NET Plus Only Headings for TAARCA Information Heading Description LASTNAME Recipient last name FIRSTNAME Recipient first name INITIAL Recipient middle initial ADDRESS1 Address line 1 ADDRESS2 Address line 2 CITY City PROV Province code P
93. Saver NET User Settings For the Plus version of T4 TimeSaver NET each user may set their own default preferences in number of areas such as New Company T4 Adjustment Data Entry and Electronic Filing options These user settings are linked to the User Name used when logging in to T4 TimeSaver NET 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 98 User Settings X 1 Cancel Clo User Settings ae 1 New Company Defaults 2 Adjustment Options 3 Data Entry 4 Electronic Filing 5 Options r Contact Information on All Summaries Other Information First name Default province of employment D Sumame User name ADMIN Area code phone 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 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 Adjusting T4s s2 regarding how to set the adjustments options to best suit your needs 2009 ELM C
94. T4 TimeSaver NET may be released Your software license entitles you to download and install these updates whenever they are made available Refer to the section Receiving Updates 157 for details on how to obtain updates to T4 TimeSaver NET Regardless of whether or not you have already installed T4 TimeSaver NET the update you receive will be a full installation package You can install the update in the same way you first installed T4 TimeSaver NET your data will not be overwritten and all user settings will be retained We caution you to ensure that all users have exited the system prior to installing any updates failure to do so could result in data corruption or loss If your existing installation is a Network Administrator Install you should only have to install the update on the server in the same way and all TANETNODE installations should automatically update the next time that they are started 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 here should be the same as that of the installation package Starting the Program A T4 TimeSaver NET icon like the one below will be automatically created on your desktop Additionally the Start menu will contain the T4 TimeSaver NET icon in the T4 TimeSaver NET program group T T4 TimeSaver NET 2008 Double clic
95. T4 TimeSaver NET Guide TIMESAVER NET T4 TimeSaver NET Guide T TIMESAVER NET 2 9 2009 All rights reserved T4 TimeSaver NET Guide Table of Contents Part AN OO 5 NM Part Il a amp N ON o 10 11 Part Ill 1 2 Foreword 9 Introduction 11 About T4TimeSaver NET ccce na de onion aS cuu Ra acu buds a rH E dat ou de 11 MICI Eee 11 About ELM Computer Systems 13 dej tme ER 14 T chnical Support 15 Receiving Updates 15 Requesting System Enhancements ennennnennnnennennnnes 16 Hardware Requirements st 16 License Ic m 17 Warranty Information nnmnnn nenun nnmnnn nnmnnn nnmnnn nnmnnn 17 Getting Started 19 Installation ETT A TTA A AT 19 Installing Program Updates raii enai 22 Starting the Program 8 ire cr na site eene cede cru hide nae c e damen dan Saas ap Oma a 22 R gistratl m 23 User Names and Passwords eese eese eene nnne nnn nena nnne tnn nsn ne nna nannten 24 ex ik eae a See cess enter on es nc rey 24 File Men cv DI DETENER EE 24 P
96. TAPS Slip 64 Input Window T4PS Summary 97 Input Window T5 Slip 65 Input Window T5 Summary 99 Input Window T5018 Slip 69 Input Window T5018 Summary 102 Installation 19 Internet Filing 152 K Keys Special 32 Last Slip 25 31 Last Year s Data Convert 118 License 17 List Valid Options 25 Location File 127 Magnetic Media CD or DVD 150 Magnetic Media Diskette 151 Magnetic Media Federal Returns 148 Magnetic Media Internet 152 Magnetic Media Perparation 148 Main Menu 24 MDI 32 Merge Companies 110 Multiple Document Interface 32 Multiple Forms 32 N Net Pay Company 43 Network Adminstrator 19 New Company Defaults 121 New Database 24 Next Slip 25 31 NR4 Slip Data Entry 52 NR4 Summary Data Entry 88 NR4 Import File Header 179 Number of Slips 31 O Online Help 33 Open Database 24 36 Opening Last Year s Data 118 Options Display 125 Order Slips 50 Over Remittance Transfer 84 Override Calculated Field 25 51 Override Field 32 Password Change 128 Passwords 24 Path Settings 129 Personalizing the Display 125 PgDn 32 PgUp 32 PPIP Adjustment Options 84 Previous Slip 25 31 2009 ELM Computer Systems Inc 212 T4 TimeSaver NET Guide Print 24 Print Slip 31 Printing Adjustments 141 Printing Company Lists 144 Printing Edit Lists 142 Printing Slips 134 Printing Summarries 139 Problems Common 172 Province Codes 174 st QPP Adjustm
97. TNAME1 INITIAL1 LASTNAME2 FIRSTNAME2 INITIAL2 ADDRESS1 ADDRESS2 CITY PROV POSTAL COUNTRY BENEFICIARYNUM TRANSIT RECTYPE REPORTCODE SIN2 ACTUALDIVIDEND S ACTUALDIVIDENDS _ E CAPGAINS CAPGAINSEXEMPTIO N OTHER Description Beneficiary name line 1 type 3 4 amp 5 Beneficiary name line 2 type 3 4 amp 5 First beneficiary last name type 1 2 amp 6 First beneficiary first name type 1 2 amp 6 First beneficiary middle initial type 1 2 amp 6 Second beneficiary last name type 1 2 amp 6 Second beneficiary first name type 1 2 amp 6 Second beneficiary middle initial type 1 2 amp 6 Address line 1 Address line 2 City Province code Postal code including space Country in address Employer assigned number Bank transit number Recipient type box 23 Status of slip Second beneficiary SIN Non Eligible Dividend amount Eligible Dividend amount Total net Capital Gains Farm or small business capital gains QPP and other amounts Type max size Text 30 Text 30 Text 30 Text 30 Text 1 Text 30 Text 30 Text 1 Text 30 Text 30 Text 28 Text 2 Text 10 Text 3 Text 20 Text 10 Text 1 Text 1 Text 9 Currency Currency Currency Currency Currency Comments Examples amp Defaults Required field Required field CAN USA etc 1 R Original A Amended or D Cancelled Box A1 Box A2 Box B Box C Bo
98. The next time T4 TimeSaver NET 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 T4 TimeSaver NET Change Authorization Code To change your authorization code click Yes to remove your current code and exit T4 TimeSaver When you restart the program you will be prompted for your authorization code 9 7 Change Your Password T4 TimeSaver NET Plus 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 receive a confirming 2009 ELM Computer Systems Inc Using Setup to Configure 4 TimeSaver NET 129 message Set Password z Curent password Show Typing Enternew password MyNew Password Strength Strong password MyNew Current user name is CLERK1 We recommend creating a strong password A strong password is atleast6 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 Uppe
99. TimeSaver NET Plus 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 Failure to do so may result in your submission being unacceptable by the CRA or 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 2009 ELM Computer Systems Inc Producing Reports 141 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 the program prompt you for the location
100. Wide Top and Bottom 1 Left and Right 2 2009 ELM Computer Systems Inc 146 T4 TimeSaver NET Guide 2009 ELM Computer Systems Inc Part XI TIMESAVER NET 148 T4 TimeSaver NET Guide 11 11 1 Electronic Filing Instructions for Federal Returns The following instructions are provided here for 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 diskette 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 3 Returns for employers filing over 500 returns are required by CRA to be filed electronically It may be sent either via the internet or on a CD or DVD however internet submissions may not exceed 5Mb Submissions that are in excess of 5Mb are required to be submitted on CD or DVD only The CRA encourages all employers who use computerized methods to generate returns to submit them electronically 4 An electronic filing submission may contain only one diskette CD or DVD It may contain more than one type of return and it may contain returns for more than one com
101. act Information cccec nicevicaseacesescsevssecnnsesscevansusnecssoncesesnesseevsovenvserdencessecssnssesentesssevuecresessenseavtuesvecsvensersecnersees 113 EIE E E E E PR E E EES 114 4 Import et 114 2 M 115 Import from XML File ie sa etes nd cR eds ERE te ans sn 117 Open Excel Templates nr Sen et 117 5 Convert PEIrDrtil Mesa p LEE 118 6 Remove Slips eeen S 119 Part IX Using Setup to Configure 4 TimeSaver NET 121 T User Settings Bcc cat Ses a a ae nc acca tet ea eel 121 New Company Defaults Page csscccsecceseeeeseeeeeneeseeeesseeesneeeseesesaeeeeeeenneesaeeeneeensnesssaeeeseaeneeeeeeeeeseneeseeeeseees 121 T4 Adjustment Defaults Page ssccsseesscrseseessserseseensoesscceessorsaeesenesseneenseeeneneensorsncessanersnseeseeeesenenseneaseeeenes 121 Data Eritry Pages E E T E ool 122 Electronic Filing s T eec 123 2009 ELM Computer Systems Inc Contents 7 ON OO BR OQ I Part X o0 2 Part XI a 5 WON Part XII 1 Part XIII A OD estin MERIDIE mea 125 rw 0 hlnEciDmEPPEE
102. an be chosen by clicking on it 2 5 10 Help Menu Help Menu Help Contents Ctri F1 Search Reset Tips Technical Support Options Send Email to Technical Support Send Error Log to Technical Support Check For Program Update Internet Sites About Any menu or submenu item that is greyed out is not currently available Contents Displays a list of all help topics Search Search the help file for specific words or phrases Reset Tips Restores pop up help settings to the default value of displaying pop up help where applicable Technical Support Options Displays various ways by which T4 TimeSaver NET technical support 151 may be contacted Send Email to Technical Support Creates a new email to send to T4 TimeSaver NET 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 T4 TimeSaver NET technical support Check For Program Update Checks the T4 TimeSaver NET website www t4timesaver com if an update has been posted and prompts for download amp installation if one is found Internet Sites List a variety of product and tax related websites About Displays current status of T4 TimeSaver NET including Program version Authorization 2009 ELM Computer Systems Inc Getting Started 31 Code Program Instal
103. and to have the company name appear on the list on the right Options Detail Summary Select whether you want a detailed or summary Adjustment Report Sort slips by Choose the order in which you wish the slips to print from the given options 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 Printing Adjustment Report window was opened Printing Edit List Reports 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 2009 ELM Computer Systems Inc Producing Reports 143 _ Print T4 Edit List me p Select Clear All V Default Company Default Company Curent Company User Defined Groups Save As Exception 1 selected Fields Options sms Name 277778 Vui be ces Year Layout Table Refresh Data Pensionable weeks 1 E 10 Province employ Orientation Portrait 12 S 1N D 14 Income Paper Size Letter 14 Income adj up m 16 CPP Margins 16 CPP 5 17 QPP ixl a
104. anies in the current database e Current Company print the slips for only the current company e Most Recently Used print the slips for companies most recently included in any report 2009 ELM Computer Systems Inc Producing Reports 145 e Selected print the slips for selected companies The companies 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 company you wish to select to put a check mark in the box and to have the company name appear on the list on the right 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 Options Sort companies by Choose the order in which you wish the companies to print by name or by business number Layout Select either the Table or Memo style of layout Orientation 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 letter 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
105. available only in the Plus version 2 5 8 Reports Menu Reports Menu Reports Windows Help NR4 gt T4 T4 Edit List T4A T4 Slips 2 page T4A NR T4 Slips 3 page T4A P T4 Summaries T4A RCA 4 Instructions T4PS Electronic Filing T5 Adjustment Report T1204 T5018 RL 1 RL 2 RL 3 RL 17 RL 25 Partnership Federal v Partnership Quebec Validate Data Before Filing Federal Validate Data Before Filing Quebec Company List Any menu or submenu item that is greyed out is not currently available The Reports Menu lists all forms available in both Basic and Plus versions of T4 TimeSaver NET and is used to prepare the various information slips for printing Forms that are not available in the Basic version such as the Partnership forms will appear in the Reports Menu and if selected will inform the user that the chosen option is available only in the Plus version The option of whether to print two slips per page or three slips per page will be available only when selecting from T4 reports 2009 ELM Computer Systems Inc 30 T4 TimeSaver NET Guide 2 5 9 Windows Menu Windows Menu Windows Help Close All 1 Start Page 2 Company 3 T4 RL 1 From the Windows Menu the user can see all windows currently open in T4 TimeSaver NET and switch between them The currently active window will be indicated by a check mark and any window c
106. ayments 42 Total income tax deducted Minus remittances Difference Overpayment 84 Balance due 86 Amount enclosed Registration number s for RPP 71 SIN of proprietor s or principal owner s 74 Summary of Pension Retirement Annuity and Other Income Default Company 2008 000 000 000 000 000 000 000 000 000 000 000 000 0 00 0 00 0 00 0 00 0 00 73 75 Person to contact about this retum First name Area code phone Certification Recalculate GotoSips Position or office Date on summary Remittances Enter the amount of money already remitted to CRA Amount Enclosed Enter the amount to be enclosed with the T4A Summary form Person to Contact About this Return The default contact information entered on the New Company Defaults 12 page of the User Settings 128 submenu of Setup 21 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 2009 ELM Computer Systems Inc Entering Summary Form Information 93 Certification The default
107. being amended This number will be printed on the slip and will enable MRQ to correlate the amended slip with the original slip See Using Serial Numbers on Relev Slips 137 for more information on how Relev numbers are handled by T4 TimeSaver NET 2009 ELM Computer Systems Inc 76 T4 TimeSaver NET Guide Current Relev Number Once a slip has been printed the Current Relev Number field will contain the number that was printed in the upper right hand corner of the Relev slip This is the number that the MRQ will use to refer to this slip in any correspondence and is inaccessible to the user See Using Serial Numbers on Relev Slips 137 for more information on how Relev numbers are handled by T4 TimeSaver NET Go To T5 Button Clicking on this button will display the T5 slip associated with the displayed slip if a T5 exists Go To Summary Button Click on this button to display the RL 3 Summary for the current employer The data entry screen for the current slip will remain available via a tab beneath the toolbar 2009 ELM Computer Systems Inc Entering Slips 77 5 20 RL17 Input Window JARL yx BE RL 17 Remuneration Respecting Employment Outside Canada Goto Summary Default Company Sumame First name Initial Address line 1 Address line 2 City Province Postal code Country B
108. character authorization code and click Start To run T4 TimeSaver for evaluation purposes enter blank in this box ss sen You may enter data into T4 TimeSaver NET without registering the program by clicking on the OK button without entering an authorization code but you will be unable to produce a valid return until the registration number is entered Several functions will also be unavailable until the software is registered The opportunity to register will be available each time you start the program until registration has been completed T4 TimeSaver NET program is copyright c 1987 2008 by ELM Computer Systems Inc Please refer 2009 ELM Computer Systems Inc 24 T4 TimeSaver NET Guide 2 4 2 5 2 5 1 to the License Agreement for full details of the agreement between ELM Computer Systems Inc and users of the package User Names and Passwords T4 TimeSaver NET Plus Only If you purchased the T4 TimeSaver NET Plus version license you will be prompted for a user name and password each time you start the software You can enter any name you wish to use for a username There should be a unique user name assigned to each person or workstation The first time you enter a new user name you will be prompted to enter a password for the user and to confirm that this is a new user You can change the password later by selecting the Change Your Password 1281 option from the Setup 281 menu
109. contribution which was not offset by tax The employer will have to make up the difference when filing the Summary It would then be up to the employer to collect the under contributed employee s portion from the employee Enter the maximum amount by which tax may be reduced If item the above option was selected you may enter the maximum amount by which tax may be reduced This option prevents the tax from being decreased to zero For example if you only wanted tax to be decreased by a maximum of 100 enter 100 in this field 2009 ELM Computer Systems Inc 86 T4 TimeSaver NET Guide 2009 ELM Computer Systems Inc Part VII TIMESAVER NET 88 T4 TimeSaver NET Guide 7 Entering Summary Form Information 7 1 NR4 Summary JANA Sum zs E NR4 Summary Amounts Paid or Credited to Non Residents of Canada Recalculate GotoSips Default Company Year ending December 31 2008 Estates trusts fiscal year end 12 31 08 December 31 08 Non esident account no Total number of slips filed 88 0 Gross Income Tax withheld Line 1 from NR4 slips 16 000 2 17 000 Line 2 from NR4 slips 26 000 427 000 Total amounts reported on NR4 slips 18 0 00 22 0 00 Amounts reported on form NR601 or NR602 26 0 00 28 0 00 Total 18 26 30 0 00 Total non
110. current summary will remain available via a tab beneath the toolbar 2009 ELM Computer Systems Inc Entering Summary Form Information 107 7 14 RL25 Summary ERS Summary me RL 25 Summary Income from a Profit Sharing Plan Recalculate GotoSips Default Company Year 2008 Name of plan RL 25 slips filed on paper 0 RL 25 slips filed on electronic media 0 RL 25 slips filed by Intemet 0 Number of active slips entered 0 Actual amount of eligible dividends Al 000 Actual amount of ordinary dividends A2 000 2 Capital gains B 000 Capital gains re exemption 000 Other amounts allocated or paid D 000 Cancelled allocations E 000 Taxable amount of dividends F 000 Dividend tax credit G 000 Foreign income tax 000 Quebec income tax 1 000 Certification Position or office Date on summary Area code phone Ex Certification The default certification information entered the New Company Defaults 12 tab of the User Settings 125 submenu of Setup 1 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
111. d You can however ignore the warning and continue to enter other information The formula used to test the value of the S I N or business number is found in the CRA Publication Formulae for Federal and Provincial Deductions for Computer Users Report Code Select O for original default value A for amended or C for cancelled This will cause the slip to be labelled 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 2009 ELM Computer Systems Inc 66 T4 TimeSaver NET Guide Recipient Type Enter one of the following valid codes to identify the type of recipient 1 if the investment income was earned by an individual 2 if the investment income was earned by a joint account two individuals 3 if the investment income was earned by a corporation 4 if the investment income was earned by an association a trust fiduciary trustee nominee or estate a club a partnership or other 5 if the investment income was earned by a government government enterprise or international organization Eligible and Other than Eligible Dividends Enter the amount of eligible dividends in box 24 Enter the amount of other than eligible dividends in box 10 The total dividends will be the sum of box 24 and box 10 but does not appear on the form Automatic Calculations For the eligible dividen
112. d You may print the validation report for your convenience Critical Errors must be corrected before you can submit an electronic filing submission Validation warnings should be corrected but can be ignored by pressing the Next button to continue processing Depending on the destination selected for your electronic filing submission you will be given further information See the section below on the specific types of electronic filing submissions for more details In each case you will be given the opportunity to print a Company List which you can keep for your own records as a list of companies included in the electronic filing submission There is no need to submit a transmittal report or company list with the federal returns CD or DVD Filing T4 TimeSaver NET Plus 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 2009 ELM Computer Systems Inc Electronic Filing 151 identify the submissions you send to CRA You should enter 1 if it is your first submission 2 if it s 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
113. d as column headings by the import function to identify the information in the column Generally each keyword is the name of a field in a TimeSaver table A special keyword NULL can be used to cause the import to ignore a column Text fields are alphanumeric fields with a specified maximum size If the data to be imported exceeds the maximum size an error message will be given and the import process will be halted Generally the alphanumeric fields may contain letters numbers spaces and punctuation In some cases they must be in upper case such as province codes postal codes and country codes In other fields mixed case is acceptable Yes No fields Acceptable values for Yes are Y YES or 1 Acceptable values for No are N NO or 0 Currency fields are dollar amounts They should be formatted with a decimal between the dollars and cents if there is no decimal an even dollar amount is assumed The absolute maximum value that can be imported into any field is 999 999 999 999 99 Integer fields are numeric whole numbers from 1 to the limit of the field They must be entered without decimals or commas for example 1234 Some fields have default values that will be used if the field is not present in the import file These are listed in the Comments Example and Defaults column in bold print See Import from Excel File 115 for sample layout 2009 ELM Computer Systems Inc 178 T4 TimeSaver NET Guide 14 1
114. ds the taxable amount of dividends and the dividend tax credit are calculated and displayed automatically by the system as follows Taxable amount of dividends actual dividends 1 45 Dividend tax credit taxable amount of dividends 18 9655 For dividends other than eligible dividends the taxable amount of dividends and the dividend tax credit are calculated and displayed automatically by the system as follows Taxable amount of dividends actual dividends 1 25 Dividend tax credit taxable amount of dividends 13 3333 This calculation is suppressed for corporate recipients recipient type 3 Foreign Currency If you cannot report amounts in Canadian dollars identify the foreign currency according to the ISO International Organization for Standardization 4217 Codes for the Representation of Currencies and Funds Enter the appropriate three letter alphabetical or three digit numeric codes If possible use the alphabetical codes For example USD United States dollar DEM Germany mark DKK Denmark kr ne ESP Spain peseta FRF France franc GBP United Kingdom pound HKD Hong Kong dollar ITL Italy lire JPY Japan yen SVC El Salvador colon Leave this area blank if you are reporting the amount in Canadian dollars If you must report amounts in different currencies in respect of the same recipient use a separate T5 slip for each currency Go To RL 3 Button 2009 ELM Computer Sy
115. e 12 Section C Line 9 gt Summary Line 92 Schedule 12 Section C Line 10 gt Summary Line 98 Schedule 12 Section D Line 1 gt Summary Line 93 Schedule 12 Section E Line 1 gt Summary Line 94 Schedule 12 Section Line 1 Summary Line 95 Schedule 125 Schedule 125 Line 9999 Schedule 1 Section A T5013 Slip T5013 Summary 12 1 1 T5013 Slip Summary Number of T5013 Slips Summary Number of T5013a Slips Summary Box 150 Number Units Acquired Summary Box 152 Total Cost Of Units 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 Slip Identification Info Fiscal Period End Etc Slip Amounts Allocated On Basis Slip Non Monetary Values From Other Information T4 TimeSaver NET Plus Only THIS SECTION OF THE T4 TIMESAVER NET MANUAL IS UNDER CONSTRUCTION IT IS NOT YET COMPLETE 2009 ELM Computer Systems Inc Partnership Forms Plus Version Only 159 T5013 X E E T5013 Statement of Partnership Income Goto Summary Status Adding new form Press Escape to cancel Control Information all boxes Clear ovenide on all boxes m Identification
116. e discontinued after the 2008 2009 tax season and will be replaced by T4 2009 ELM Computer Systems Inc Introduction 13 1 2 About ELM Computer Systems Inc ELM Computer Systems Inc was established in 1978 to provide comprehensive Information Technology services to small amp medium businesses in the Greater Toronto Area Although concentrating on the Greater Toronto Area 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 Windows based computing amp networking and custom software design on systems from handheld to desktop computers Because our staff has an average of more than 15 years experience we are also often called upon to support older technologies such as Novell and other obsolete software Here is a sample of the resources available from ELM Computer Systems Onsite and remote support amp maintenance e Consulting services e Custom software o T4 TimeSaver The software described in this user guide www t4timesaver com o AvanTax Automobile taxable benefits calculator www avantax ca o 100 system Handheld data collection for field technicians www elmcomputers com services html e ELM Bulletin Monthly newsletter covering all aspects of business
117. ecipient middle initial code 1 amp 2 Address line 1 Address line 2 City Province code Postal code including space Country in address Status of slip Year box 10 Recipient Type box 11 Country code box 12 Payer or remitter Identification Number Foreign Social Security or Insurance No Income Code box 14 Currency code box 15 Gross Income box 16 Non resident tax withheld box 17 Type max size Text 30 Text 30 Text 30 Text 30 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 Comments Examples amp Defaults Required field Required field CAN USA etc O Original A Amended or C Cancelled 2007 2008 etc 1 2 3 40r5 02 03 etc CAD USD etc 2009 ELM Computer Systems Inc 180 T4 TimeSaver NET Guide Heading EXEMPTIONCODE 1 INCOMECODE2 CURRENCYCODE2 INCOME2 TAX2 EXEMPTIONCODE 2 TEXTATTOP Description Exemption code box 18 Income Code box 24 Currency code box 25 Gross Income box 26 Non resident tax withheld box 27 Exemption code box 28 Optional text to print at top of slip Type max size Text 1 Text 2 Text 3 Currency Currency Text 1 Text 15 Comments Examples amp Defaults l C etc 02 03 etc CAD USD etc
118. ed atsisk amount 119 0 00 Expenses qualifying for BC tax credits 141 0 00 Expenses qualifying for SK tax credits 143 0 00 Expenses qualifying for MB tax credits 144 0 00 Expenses qualifying for ON tax credits 145 0 00 Other information 0 00 Other information 0 00 Tax shelter information Number of units acquired 150 0 00 Cost per unit 151 0 00 Total cost of units 152 0 00 Limited recourse amounts 153 0 00 At risk adjustment 154 0 00 Other indirect reductions 155 0 00 Other information 0 00 Descriptive information table Z T5013 Slip Screen 4 12 1 2 T5013 Summary T4 TimeSaver NET Plus Only THIS SECTION OF THE T4 TIMESAVER NET MANUAL IS UNDER CONSTRUCTION IT IS NOT YET COMPLETE 12 1 2 1 Sections A amp B THIS SECTION OF THE T4 TIMESAVER NET MANUAL IS UNDER CONSTRUCTION IT IS NOT YET COMPLETE 2009 ELM Computer Systems Inc Partnership Forms Plus Version Only 163 g T5013 Summary X T5013 Summary information Return of Partnership Income Recalculate GotoSips Ge Default Company 1 Section AB General 2 SectionC Totais 3 Section D Misc 4 Section E Checkist 5 Section F Certification Control Information Method for calculating partner s share of income and expenses Q Income allocated during fiscal period Total net accounting income to be allocated This partner
119. ed by Peter Rhebergen Expires December 31 2009 Not redeemable for cash certificate has no value other than stated discount 2009 ELM Computer Systems Inc Introduction 15 1 4 Technical Support As a registered user you may telephone fax or e mail us with your questions about the installation and use of the T4 TimeSaver NET program English and Mandarin Technical Support Technical support is available in English and Mandarin at our Toronto office from 9am to 5pm ET Technical Support Hot Line 800 268 3211 Local to Toronto 416 495 1624 Fax Number 416 495 0044 Email support t4timesaver com Product Website www t4timesaver com AvanTax Automobile Taxable Benefits www avantax ca Corporate Website www elmcomputers com To submit an error log to our technical support team via FTP select Send Error Log to Technical Support from the Help menu French Technical Support Technical support is available in French at our Montreal office from 9am to 5pm ET Technical Support Hot Line 514 499 9669 Confidentiality Statement Under certain support circumstances the T4 TimeSaver NET technical support staff may request that you make your database s available to them during the resolution of your technical support issue Rest assured that 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 in the
120. edit exe 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 The path is usually set in the autoexec bat See your systems administrator for help if needed 2009 ELM Computer Systems Inc Appendices 173 8 My computer hangs when start up T4 TimeSaver NET or My computer hangs when start up the program and enter the user name This indicates that the file USERYY MDB is likely damaged You can delete the files USERYY MDB and USERYY BK 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 USERYY MDB database To do this rename USERYY MDB Then startup T4 TimeSaver NET Select Repair Database from the Tools menu and point to the renamed file Once it is repaired you can rename it back to USERYY MDB YY indicates the two digit year of the program 9 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
121. employment Employer s El rate Quebec Enterprise Number NEQ Company category code Web Access Code PDF Output Folder CATemp Browse Defaut Other Information Business Number You must enter a valid business number if you wish to file slips and summaries for this company using electronic filing The Business number will have the format nnnnnnnnnRPnnnn where n represents a numeric character Default Province of employment T4 TimeSaver NET will 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 if applicable 2009 ELM Computer Systems Inc 42 T4 TimeSaver NET Guide Employer s El rate The Employer s El Rate is automatically set to 1 4000 You may make any changes required for this particular company by simply typing in the correct information Company category code The company category field is a user defined field that allows you to group the companies into categories Enter a different company category name for each group of companies Web Access Code Enter the web access code supplied by CRA on the pre printed summary supplied to the company This data in this field is for information purposes only and is neither used by T4 TimeSaver NET nor forwarded to the CRA when submitting returns over the Internet Quebec
122. ension or superannuation Lump sum payments accrued to 12 31 97 Status Indian Lump sum payments Lump sum payments RPP not eligible Lump sum payments DPSP not eligible Integer 2 Integer 2 Integer 2 Integer 2 Integer 2 Integer 2 Integer 2 Integer 2 Text 60 Currency Currency Currency Currency Currency Currency 0 9 13 14 2 8 9 10 13 14 0 10 13 15 0 14 0 14 see Guide see Guide 0 22 2009 ELM Computer Systems Inc 186 T4 TimeSaver NET Guide Heading LUMPSUMNONRES LUMPSUMUNREG LUMPSUMNOTRANS DPSPANNUITY IAACANNUITY RETIRINGSI RETIRINGNONSI OTHERSI OTHERDPSP BOARDSITE MEDTRAVEL LOANBENEFIT RESEARCH SCHOLARSHIP WAGELOSS DEATHBENEFIT MEDBENEFIT DISABILITY GROUPTERMLIFE VETERANSBENEFIT APPRENTICESHIPINCENTI VE TAXDEFPATDIVIDENDS RPPPRE1990 REGISTEREDDISABILITY WAGEEARNERPROTECTIO N Description Lump sum payments non resident services Lump sum payments unreg d pension ben Lump sum payments not eligible for trans Instalment or annuity payment under DPSP IAAC annuity Status Indian eligible retiring allowance Status Indian non eligible retiring allowance Status Indian other income Instalment or annuity under revoked DPSP Board and lodging at special work sites Medical travel Loan benefit under subsection 80 4 2 Research Grants Scholarships fellowships or bursaries Income from
123. ent Options 424 section of the Company Information 113 a value must be entered into the input field CPP Pensionable Weeks This field will default to 52 or 53 depending on the value entered under Maximum Number of Pensionable Weeks but you may override this value for specific employees El Insurable Earnings A value should only be entered in the El Insurable earnings box when it is not equal to zero or to the gross pay amount Box 14 If no amount in entered Box 24 will be left blank on the printed slip as required by CRA CPP QPP El and PPIP Exempt Boxes You may check one or both of the CPP QPP and El Exempt boxes as appropriate for the current employee Do not check the CPP QPP exempt box if you entered an amount in Box 16 or Box 26 Check CPP QPP exempt only if the earnings were exempt for the entire period of employment Do not check the El Exempt box if you entered an amount in Box 18 or Box 24 Check El exempt only if the earnings were exempt or if they were not eligible for the entire reporting period of employment Do not check the PPIP Exempt box if you entered an amount in Box 55 or Box 56 Check PPIP exempt only if the earnings were exempt or if they were not eligible for the entire reporting period of employment CPP QPP El and PPIP Do Not Adjust Boxes Check one or both of these boxes to indicate that this particular slip should not be adjusted when the slips for this company are adjusted This allows you to adjust s
124. ent Options 82 R Rates and Constants 127 Registration 23 Removes slips 28 Removing Slips 119 Repair Database 24 37 Repair User Database 24 Reports Adjustment 141 Reports Company List 144 Reports Data Validation 133 Reports Edit List 142 Reports Slips 134 Reports Summary 139 Reversing T4 Slip Adjustments 82 Revert 25 RL1 Slip Data Entry 70 RL1 Summary Data Entry 103 RL1 Adjust 45 RL1 Import File Header 181 RL1 Unadjust 45 RL17 Slip Data Entry 77 RL17 Summary Data Entry 106 RL17 Import File Header 205 RL2 Slip Data Entry 73 RL2 Summary Data Entry 105 RL2 Import File Header 203 RL25 Slip Data Entry 79 RL25 Summary Data Entry 107 RL25 Import File Header 206 RL3 Slip Data Entry 75 RL3 Import File Header 194 Gs Select Company 31 Select Slip 25 Selecting a Company 44 Selecting a Slip 50 Setting Adjustment Options 82 Settings Paths 129 Settings System 129 Settings User 129 Skip Data Entry Fields 122 Slip Editing ToolBar 26 Slip Add 50 Slip Data Entry 50 Slip Delete 31 50 Slip Find 31 Slip First 31 Slip Last 31 Slip New 31 Slip Next 31 Slip Number of 31 Slip Order 31 Slip Previous 31 Slip Revert 31 Slip Select 50 Slip Sort Order 50 Slips Printing 134 Slips Remove 119 Sort Order 31 Sorting Slips 50 Special Keys 32 Split Screen 32 Start Page 26 Starting 22 State Codes 174 Status Bar 26 Suggestions 16 Summaries Printing 139 Summary NR4 88 S
125. er Systems Inc 210 T4 TimeSaver NET Guide Data Entry Slip 62 Data Entry T4AP Summary 95 Data Entry T4APS Summary 96 Data Entry T4ARCA Slip 63 Data Entry T4PS Slip 64 Data Entry T4PS Summary 97 Data Entry T5 Slip 65 Data Entry T5 Summary 99 Data Entry T5018 Slip 69 Data Entry T5018 Summary 102 Data Import Excel 115 Data Import XML 117 Data Backup 170 Data Entering 33 Data Field Selection 122 Data Validating 133 Database Close 37 Database Convert 37 118 Database Create 36 Database Open 36 Database Repair 37 Default Adjustment 121 Default New Company 121 Delete Slip 25 31 Deleting a Company 45 Deleting a Slip 50 Diskette Filing 151 Display Options 125 Download 15 DVD Filing 150 Edit Company 31 Edit List Printing 142 EditMenu 25 Editing Company Information 45 El Adjustment Options 83 Electronic Filing 123 Electronic Filing CD or DVD 150 Electronic Filing Diskette 151 Electronic Filing Federal Returns 148 Electronic Filing Internet 152 Electronic Filing Perparation 148 Electronic Filing T4A Data Entry 59 Entering Data 33 Entering Dataina Slip 50 Excel Import from 115 Exit 24 F1 32 F2 32 FA 32 Field Override 32 Field Override Calculated 51 File Locations 127 File Menu 24 Filing Electronic 123 First Slip 25 31 Form Print 31 G General Information Company 41 Global Adjustment Options 112 Global Con
126. ese 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 15 screen Recalculate Button Click this button to recalculate all calculated values this will also return all overridden 517 values to their calculated value Go to Slips Button Click on this button to display the NR4 slips for the current employer The data entry screen for the current summary will remain available via a tab beneath the toolbar 2009 ELM Computer Systems Inc 90 T4 TimeSaver NET Guide 7 2 TA Summary Pans x i T4 Summary Summary of Remuneration Paid GetoSips Default Company For year ending December 31 2008 Total number of 4 slips filed active slips only 88 0 Employment income 14 000 Number of T4 slips includes active slips only Registered pension plan RPP contributions 20 000 Pension adjustment 52 000 Employees CPP contributions 16 000 Employer s CPP contributions 27 000 Employees El premiums 18 000 2 Employer s El
127. ese user defined groups are available from any report or form printing menu Options Select whether you require a detailed or summary report and whether you wish the results to be displayed in Name S I N or Employee Number order Preview Print Use this button to both 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 s2 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 This same report can be generated by selecting T4 then Adjustments from the Reports menu Adjust Slips 2009 ELM Computer Systems Inc Company Information 47 4 6 Select Adjust Slips to adjust the CPP and or El for all of the employees in a given company or selection of companies at one time without producing the Adjustment Report The adjustments will be made according to the adjustment options you have entered for the company See Adjusting T4s s 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
128. ess income loss Limited partners at isk amount Limited partner s adjusted at isk amount 1 Section General 2 Section Totals 3 Section D Misc 4 Section E Checklist 5 Section F Certification 20 0 00 Limited partnership rental income loss 23 0 00 20 1 0 00 Limited partnership loss available for camyforward 24 0 00 21 0 00 Previous loss camyforward eligible in the current year 25 0 00 22 0 00 Retum of capital 27 0 00 221 0 00 gt 2 0 00 222 0 00 B 0 00 0 00 B n Other income 30 gt 0 00 B gt 0 00 Partnership s total gross income 34 0 00 2 u 0 00 Business income loss 35 0 00 0 00 Professional income oss 3 B 0 00 pn nmn 0 00 Farming income loss 41 u 0 00 ga 0 00 Fishing income oss 43 0 00 n au 0 00 B n n n Canadian and foreign net rental income oss Actual amount of eligible dividends Taxable amount of eligible dividends Dividend tax credit for eligible dividends Other amau 26 Actual amount of dividends other than eligible dividends Taxable amount of dividends other than eligible dividends Dividend tax credit for dividends other than eligible dividends Canadian and foreign investments and carrying charge
129. ew third company you must first select the database containing the first company by clicking on the Database button in the Company 1 area and using the Company selection box to choose the desired company Do the same in the Company 2 area to select the second company to be merged Finally in the New Company area select the database to which the resulting company will be saved and enter the name of the resulting company in the Company field If the resulting company already exists in the selected database the Merge will not take place either a new and unique company name must be entered or a new database chosen to store the resulting company 2009 ELM Computer Systems Inc Using Tools to Manipulate Data 111 8 2 Transfer Companies E WE Transfer Companies X Companies Select Default Company Default Company Current Company Y User Defined Groups SaveAs Exception 1 selected Destination Database Options Browse Remove companies from source after transfer Close Use the Transfer Companies function to transfer one or more companies from the current database to another database Set the destination database by selecting any existing database Indicate which company ies 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 in the box on the right Options Remove compa
130. f Setup 1 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 19 screen Recalculate Button Click this button to recalculate all calculated values this will also return all overridden 5 values to their calculated value Go to Slips Button Click on this button to display the T4A P slips for the current employer The data entry screen for the current summary will remain available via a tab beneath the toolbar 2009 ELM Computer Systems Inc 96 T4 TimeSaver NET Guide 7 6 T4ARCA Summary _ TAARCA Summary m Bl T4A RCA Summary Information Return of Distributions From an RCA Recalculate Gotosips Default Company Year 2008 Custodian account number cs Name of the RCA trust Total number of slips filed 88 0 Refund of employer contributions 12 000 Refund of employee contributions 14 000 Distributions 16 000 Selling price of an interest in the RCA 18 000 Ot
131. f context sensitive help is available it will be displayed Otherwise use the Contents or Search tabs to access the desired topic Links to related topics are provided for your convenience You can also access the help files from the Help 307 menu Selecting Contents or Search opens the Help to the Contents or Search tabs respectively The Internet sites submenu lists a number of Internet sites that may prove helpful 2009 ELM Computer Systems Inc 34 T4 TimeSaver NET Guide During a technical support session our staff may request that you supply a copy of your database or a record of the settings currently being used by T4 TimeSaver NET installation at your location To send ELM a copy of your current database select the Help 301 menu then the Send an E mail to Technical Support sub menu then the Send Current Database sub menu Please be assured that we will treat any data sent to us with the strictest of confidence and will delete all copies once your question has been answered To send ELM a listing of your current program settings select the Help 39 menu then the Send E mail to Technical Support sub menu then the Send Other Email sub menu Please note that client confidentiality agreements between your office and its clients may prohibit sending client and or corporate data to another entity such as ELM 2009 ELM Computer Systems Inc Part Ill TIMESAVER NET
132. hare of income and expenses The purpose of the allocation method is to determine how T4 TimeSaver calculates each partners share of the income and expenses entered on the summary The methods are described below Method Partner s share based on You must enter these fields A The partner s income or loss divided by Each partner s income or loss the sum of all partners income or loss allocated 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 f 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 T4 TimeSaver 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 over
133. hat T4 TimeSaver NET can be improved please feel free to let us know While we will not be able to include every suggestion in future releases of T4 TimeSaver NET we assure you that every suggestion will be carefully considered 1 1 1 Version Comparison T4 TimeSaver NET is available in four versions Online Lite Basic and Plus If at any time during the tax season you find that you require a higher version of T4 TimeSaver NET you can contact our offices 151 and order an upgrade We will only invoice you for the price difference plus taxes and shipping if applicable between the version you have and the version you wish to upgrade to Please refer to the chart below to determine which version of T4 TimeSaver NET will best meet your needs 2009 ELM Computer Systems Inc 12 T4 TimeSaver NET Guide Platform Maximum number of companies Maximum number of slips per company Multi User access to database Free for small business use 2 T4 T5 returns NR4 T4A NR T4A P T4PS T5018 T1204 returns RL 1 RL 2 RL 3 RL 17 RL 25 returns Federal partnership forms Quebec partnership forms Electronic media filing Internet filing Batch printing of forms Plain paper forms printing CRA pre printed forms printinq MRQ pre printed forms printing Import data from text file Import data from Excel file Import data from XML file Import data from payroll software Improved data e
134. hat any updates be installed separately on any workstation where a Workstation installation has been performed 2 Network Administrator Installation After completing the Network Administrator installation it will be necessary to go to each workstation where T4 TimeSaver NET will be used and run the program T4NETNODE EXE from the Network Administrator installation folder This can be done using Active Directory and or one of a variety of scripting tools Once TANETNODE EXE has completed the T4 TimeSaver NET icon will appear on the desktop double clicking this icon will complete the installation process and start T4 TimeSaver NET If the workstation is subsequently disconnected from the network T4 TimeSaver NET will still operate but will not be able access the User Profile 247 and any data files located on the network The advantage of a Network Administrator installation is that in most cases program updates need be installed to the server only 3 Terminal Servers Using T4 TimeSaver NET in a Terminal Server environment requires that a Workstation Installation of T4 TimeSaver NET be performed from the console of your Terminal Server using the appropriate Terminal Server application installation protocols On most Windows servers Terminal Server applications are installed using Add or Remove Programs from the Control Panel Installing Program Updates From time to time because of user requests program updates or bug fixes a version
135. he cursor only stops at the boxes that have been checked off on the corresponding Data Entry 1122 tab of the Setup menu Note there are Data Entry tabs for the most commonly used form types You will be warned if the data you have entered is invalid Delete Slips Select Delete Slip from the Edit menu click on the Delete Slip icon in the icon toolbar or press Ctrl D This function will delete the slip currently displayed on the screen You will be asked to confirm the deletion If you delete the only slip the slip window will be closed 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 dropdown list in the icon toolbar located to the left of the slip number field The fields available for sorting will vary by the type of slip The slip currently being displayed will remain on the screen Selecting Slips Choose Select slip from list from the Edit menu to display a list of all the recipients for the current company Clicking on the Find Slip icon in the icon toolbar performs the same function Select from the list by clicking on the desired recipient The slip for the recipient selected will appear on the screen The slips will be listed in the sort order selected in the dropdown list in the icon toolbar Entering Data The data entry screen for each type of slip contains input fields that correspond to the boxes on the printed forms plus
136. her amounts 20 000 Income tax deducted 22 000 Remittances 82 0 00 Difference 0 00 Overpayment 84 0 00 Balance owing 86 0 00 Enclosed 0 00 Person to contact about this retum Certification 76 First name Last name Position or office 78 Area code phone Extension Date on summary Person to Contact About this Return The default contact information entered the New Company Defaults 124 page of the User Settings 129 submenu of Setup 21 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 121 tab of the User Settings 123i submenu of Setup 28 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 15 screen Recalculate Button Click this button to recalculate all calculated values this will also return all overridden 57 values to their calculated value Go to Slips Button Click on this button to display the T4A RCA slips for the current employer The data
137. her 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 will subject you to substantial liability under the applicable legislation of the jurisdiction in which the program is being used You are permitted to use the program on any and all personal computers at your location i e a single street address with no restriction on the number of concurrent users T4 TimeSaver NET Basic version only T4 TimeSaver NET Plus version is required to enable unlimited concurrent access to a single database Use of the program at other locations i e different street addresses is prohibited unless separate licenses have been purchased for each location 1 9 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
138. his time Certification The default certification information entered on the New Company Defaults 2 tab of the User Settings 123i submenu of Setup 28 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 19 screen Recalculate Button Click this button to recalculate all calculated values this will also return all overridden 51 values to their calculated value Go to Slips Button Click on this button to display the T5018 slips for the current employer The data entry screen for the current summary will remain available via a tab beneath the toolbar 2009 ELM Computer Systems Inc Entering Summary Form Information 103 7 11 RL1 Summary 8 RL 1 Summary X eaea RL 1 Summary Summary of Source Deductions and Employer Contributions eeaeee Getses Go Default Company Year Number of RL 1 slips includes active slips only RL 1 slips filed on paper 0 RL 1 slips filed on electronic
139. history notes __ Goto downloads page Company Menu Company Menu 2009 ELM Computer Systems Inc Getting Started 27 Company Forms Tools Setup Repo New Company Select Company Edit Company Information Delete Company Adjust Unadjust T4 Slips Unlock All Companies in Database Any menu or submenu item that is greyed out is not currently available 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 41 information adjustment options 421 and net 43 calculation settings Delete Company Deletes the current company after confirmation Adjust Unadjust T4 Slips Adjust Unadjust 4 1 T4 slips for current company or any combination of companies Unlock All Companies in Database Closes all open companies either by improper program termination or by not exiting T4 TimeSaver NET 2 5 5 Forms Menu Forms Menu Forms Tools Setup Repo NR4 T4 T4A T4A NR T4A P T4A RCA T4PS T5 T1204 T5018 o Y Y v RL 1 RL 2 RL 3 RL 17 RL 25 o TY Partnership Federal Partnership Quebec Any menu or submenu item that is greyed out is not currently available The Forms Menu lists all forms available in both Basic and Plus versions of T4 TimeSaver NET and is used to access the various information slips for data entry Forms that are not available in the Ba
140. ies you wish to print WE Print Summaries X Companies V Default Company Default Company Current Company User Defined Groups 1 selected Slips Included In Totals Select All slips Print nil summaries also Copy and Printer Selection Quick Print V Copy 1 Paper Type Plain paper 7 Copy 2 Printer BRL s NUN z wo Options PDF File Options Refresh Data Group output by zj Save PDF files Go to Output Folder Print thi rint this date 12 11 08 g Advanced Print test pattem Close 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 Companies Select one of the options from the drop down list All Companies print the slips for all companies in the current database Current Company print the slips for only the current company Most Recently Used print the slips for companies most recently included in any report Selected print the slips for selected companies 2009 ELM Computer Systems Inc 140 T4 TimeSaver NET Guide The companies 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 company you wish to select to put a check mark in the box and to have the company name appear on
141. igned 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 The dialogue above will be displayed when one or more amended slips are included 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 im Do you want to save the original relev numbers that printed on the amended slips Ce 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 2009 ELM Computer Systems Inc Producing Reports 139 10 4 Printing Summary Reports 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 cop
142. ing an electronic filing submission T4 TimeSaver NET will run a validating process to determine if there is any missing or invalid data If such data is located it will be displayed in one of two reports Missing or invalid data that would result in a refusal of your submission by CRA are listed in a Critical Error report These critical errors must be corrected before submitting the returns in any format Missing or invalid data that may need to be corrected but would not result in a refusal of the 2009 ELM Computer Systems Inc 150 T4 TimeSaver NET Guide 11 3 submission by CRA are displayed in a Data Validation Warnings report Warnings can be ignored and the submission would be accepted by CRA The validation procedure is implemented whenever an electronic filing submission is processed but it can also be run independently by selecting the Validation report only option Choose the media by which the return s will be submitted to the CRA Your options are Internet CD DVD or Diskette e Internet a file will be created on your hard drive see the section on Internet Filing to 152 for details CD or DVD a file will be created on your hard drive which you may then copy to the appropriate drive using your own CD or DVD writing software see the section on CD or DVD Filing 150 for details NOTE You must have access to a CD or DVD writer to successfully use this option e Diskette select the lette
143. ionable earnings x 4 9596 AND 2 049 30 The lower limit is the lesser of CPP QPP pensionable earnings 3 500 00 x 4 9596 AND 2009 ELM Computer Systems Inc Adjusting T4s 83 2 049 30 If the CPP QPP deducted is greater than the Upper Limit it will be adjusted down to the Upper Limit If the CPP QPP deducted is less than the Lower Limit it will be adjusted up to the Lower Limit If the CPP QPP deducted falls within the range of the Upper and Lower Limits no adjustments will be made to CPP QPP This option ignores any potential reduction resulting from the annual CPP QPP basic exemption which must be prorated based on pensionable weeks as outlined below This option is designed for situations where it is not desirable to enter the number of pensionable weeks on each T4 slip B Adjust CPP QPP based on number of pensionable weeks NOTE THAT ONLY ONE OF OPTIONS A OR B MAY BE SELECTED 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 value is 52 weeks but can be changed to 53 weeks if required 6 5 El Adjustment Options
144. 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 Disclaimer 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 con
145. king on the T4 TimeSaver NET icon will start the T4 TimeSaver NET program The Start Page will be displayed when T4 TimeSaver NET begins The Start Page provides immediate access to 2009 ELM Computer Systems Inc Getting Started 23 2 3 some basic functionality of T4 TimeSaver NET Specifically you will be able to create open a database check for program updates view basic version information and visit the T4 TimeSaver NET website T4 TimeSaver _ Start Page up Getting Started Database F Users S TEPHEN 4n 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 Registration You will see a registration screen when T4 TimeSaver NET is started for the first time Your copy of T4 TimeSaver NET must be registered before full functionality of the program is activated Enter the unique authorization code issued to you by ELM Computer Systems to register this copy of the program You can then click on the OK button on the registration screen to begin using T4 TimeSaver NET r ud Registering T4 TimeSaver Glej x 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 and some features will be unavailable Enter your 9
146. lation Path and Current Database 2 6 Toolbar File Edit View Company Forms Tools Setup Reports Windows Help Default Company 5 T E A el 0000 Qj Data Entry Sequence 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 Company Name Displays the current company name Use the dropdown box to select from the list of companies Select a different company 5 Opens the list of companies Highlight the desired and click Select Add a new company Opens the Add new company dialog window Edit company information Zi Opens the Edit company information dialog window Print current form Opens the Print dialog window for the currently open form Revert ea Restores data entry fields to their original values New Adds a new slip of the type currently in focus iX Delete Deletes the current slip You will be asked to confirm the deletion Go to first form Switches to the first slip for the company in the current sort order Go to previous form oe Switches to the previous slip for the company in the current sort order Go to next form Switches to the next slip for the company in the current sort order Go to last form Switches to the last slip for the company in the current sort order Find specific slip
147. le 26 0 00 Foreign non business income 37 0 00 Foreign capital gains or losses 38 0 00 Foreign non business income tax 39 0 00 Social insurance number 12 Optional text to print at top of slip Employee Name The employee name should be entered with the surname in the first field first name in the second field and middle initial in the third field Status of Slip Select O for original default value A for amended or C for cancelled This will cause the slip to be labelled 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 Go To Summary Button Click on this button to display the TAPS Summary for the current employer The data entry screen for the current slip will remain available via a tab beneath the toolbar 2009 ELM Computer Systems Inc Entering Slips 65 5 14 T5 Input Window A ATS5RL 3 X Evil T5 Statement of Investment Income GotoRL3 GetoSummay Default Company T5 recipient type nb B Joint account Sumame First name Initial 2008 Name of second recipient individual Report code ao B Original Address line 1 Recipient ID number 22 Address line 2 City Province z Postal code Country 7 RL 3 required
148. le for camfonward 24 0 00 Ss T5013 Slip Screen 1 2009 ELM Computer Systems Inc 160 T4 TimeSaver NET Guide T5013 Limited partnership net income lo Limited partnership farming income loss 20 AgriStability and Agrilnvest programs 20 1 0 00 Limited partnership fishing income loss 21 0 00 Limited partnership business income loss 22 0 00 Limited partner s at isk amount 22 1 0 00 Limited partner s adjusted at isk amount 22 2 0 00 Limited partnership rental income loss 23 0 00 Limited partnership loss available for camyforward 24 0 00 Previous loss forward eligible in the current year 25 0 00 Retum of capital 27 0 00 Other information 0 00 Other information 0 00 Other information 0 00 Other information 0 00 Canadian and foreign net business income loss Other Income Partnership s total gross income Business income loss Professional income loss Farming income loss Fishing income loss 30 0 00 34 0 00 35 0 00 37 0 00 41 0 00 43 0 00 m Canadian and foreign net rental income loss 26 0 00 Actual amount of dividends other than eligible dividends 51 0 00 Ta
149. lip to be included or excluded appropriately whenever the Amended only or Originals only options are chosen Recipient Code Enter one of the following valid codes to identify the types of recipient 1 if the income was earned by an individual 2 if the income was earned by a joint account two individuals 3 if the income was earned by a corporation 4 if the income was earned by an association a trust fiduciary trustee nominee or estate a club a partnership or other 5 if the income was earned by a government government enterprise or international organization Income Code Enter the appropriate numeric income code or select one from the drop down list to indicate the source of the income being reported Currency Code 2009 ELM Computer Systems Inc Entering Slips 53 Gross income and non resident tax withheld should be reported in Canadian funds However if you cannot convert these amounts CRA will convert both these values to Canadian currency based on the currency code entered here and the average annual rate Ensure that both the gross income and the non resident tax withheld are in the same currency and that the appropriate three letter code is selected Exemption Code Enter the applicable exemption code or select it from the drop down list See Appendix C in the CRA Publication T4061 Non Resident Withholding Tax Guide Optional Text to Print at Top of Slip Information entered
150. list for a data entry field press the F2 key to display Indicates that further information is available for a data entry field Indicates that the Adjustment Report 1411 has adjusted the original data 2 9 Split Screen Options You may view multiple forms at the same time by making use of the split screen option Begin by opening the forms you wish to view You may open as many as you desire Each form will have a tab along the top 8 el T4 Summary T4 Summary Summary of Remuneration Paid Show Slips Recalculate For year ending December 31 Total number of 74 sipsfiled 88 5 Employment income 14 185 000 00 Registered pension plan RPP contributions 20 z Pension adjustment 5 Switch between forms by clicking on the tab of the desired form To view two forms concurrently click 2009 ELM Computer Systems Inc Getting Started 33 on the tab on one form and drag the form towards the centre of the T4 TimeSaver NET window The following image will appear Continue dragging the form to the part of the image that indicates the desired location of the form top bottom left right The screen will be split in the indicated direction The following shows the results of dragging the T4 form to the left side of the screen File Edit View Company Forms Reports Setup Windows Help ABC Accounting we ifs datatntry sequence 2of5 u T4 X T4 Statemen
151. ll restore the default values that are stored in the User Settings 1129 You will be asked to confirm your choice Net Pay Use this screen to indicate how Net Pay should be displayed for the current company Check the checkbox if you do not wish the net pay to display at all If you do wish to display the net pay decide between whether or not to include taxable benefits in the net pay calculation Net pay will always include the standard deductions of CPP QPP EI PPIP Income Tax Pension Plan Contributions Charitable Donations and Union Dues Note that the Standard Deduction includes both provincial Qu bec and federal taxes Taxable Benefits will be the sum of all boxes representing taxable benefits Other deductions if there are any must be entered manually to arrive at the appropriate figure for Net Pay You can switch between these two methods of calculating the Net Pay by selecting the appropriate option 2009 ELM Computer Systems Inc 44 T4 TimeSaver NET Guide 4 2 4 Company Setup Default Company 1 General 2 Adjustment Options 3 Net Pay 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 donatio
152. lly 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 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 2009 ELM Computer Systems Inc 134 T4 TimeSaver NET Guide 10 3 aborted See Electronic Filing Preparation 15 for further information regarding the settings in this window Click on Process The Critical Error Report will be generated This report will list the location of missing or invalid data that will cause the data submission to be rejected by the CRA or MRQ Click the Warnings button to view the missing or invalid data that may need to be corrected but will not cause rejection of the submission by CRA or MRQ 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
153. ly cause is that no database has been opened in T4 TimeSaver NET You can only create a company or enter company information when a database is open Likewise you will only be able to enter forms once a company has been created Convert Database When you open a T07 T08 Original T4 TimeSaver or TO7N T4 TimeSaver NET database you will be given the option to set all dollar values to zero and to remove any amended markers by checking the initialize fields box Otherwise all dollar values will be maintained and amended slips will still be labeled amended a Convert T4 TimeSaver Database Options V Initialize fields zero amounts remove amended etc Closing a Database Close the current database by selecting Close database from the File menu The database must be closed to allow you access to the file through your operating system in order to move or backup the file without closing T4 TimeSaver NET Repair Database The database repair routine in T4 TimeSaver NET performs two functions It compacts databases to save space and it recovers from certain types of file corruption caused by power failures software or hardware problems and most common types of operator errors However certain 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 D
154. meSaver NET Guide 8 3 3 Slip Information _ 3 Global Changes Slips X Companies Sink 7 Default Company Default Company Current Company M User Defined Groups Save As Exception 1 selected Slips to be Changed Options Select NR4 R2 Change tax yearto 4 m d Initialize slips zero amounts remove Amended etc T4ANR R25 T4AP T4ARCA T4PS LEJ T1204 T5013 T5018 e Use the Global Changes Slip Information tool to modify the taxation year and or initialize data on slips of any or all return types that exist for any or all companies in the current database Selected companies will appear in the box on the right The return types to which the changes will be applied can be selected from the table at lower left The desired changes can be entered as appropriate in the fields on the right Clicking on Apply will apply the changes to all selected companies Changes made using this tool can not be reversed Options Change tax year to The year on all selected slips will be changed to the year 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 8 4 Import Data T4 TimeSaver NET Plus Only If you have information in a payroll package or another tax slip preparation software product it may be possible to import this information into T4 TimeSaver NET If the software allows you t
155. media 0 RL slips filed by Intemet Note Transmitter number is entered in Number of active sips entered 1 Setup User Settings Electronic Fiing Part 1 Statement of duties by month See bottom of screen Part 2 Summary of deductions and contributions payable QPP contributions Employee contributions RL 1 slips box B 1 000 Employer contributions 2 000 gt 3 0 00 QPIP premiums Employee premiums RL 1 box H 7 000 Employer premiums 8 000 gt 9 0 00 Quebec income tax RL 1 slips box E 000 RL 25 slips box I 000 10 0 00 RL 2 slips box J 3i 000 12 0 00 Compensation tax Check here if exempt from compensation tax Wages subject to compensation tax 20 3 0000 x 196 21 3700 Add lines 3 9 12 and 21 Subtotal 25 37 00 QPP contributions premiums income tax and compensation tax remitted during the year 26 0 00 Subtract line 26 from line 25 Total 27 37 00 Contribution to the Health Services Fund Boxes on RL 1 slips 370000 Adjustments 0 00 Total payroll for determining rate to be entered in box 36 28 3 0000 Wages subject to the contribution 30 370000 Exempt wages 31 32 0 00 Subtract line 32 from 30 34 3 700 00 X 36 270 37 9990 Contributions to the Health Services Fund remitted during the year 38 0 00 Subtract ine 38 from line 37 Total 39 9990 2009 ELM Computer Systems Inc 104 T4 TimeSaver NET Guide _ 8 RL 1 Summary
156. 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 If the installation program does not start automatically click on the Windows Start button For Windows XP select Run from the menu displayed or for Windows Vista type Run in the Search box You can also invoke the Run dialogue in any version of Windows by holding down the Windows key designated by the Microsoft logo while pressing the letter E Type drive t4setup where drive designates the drive containing the installation CD in the Run dialogue Click OK to continue To install T4 TimeSaver NET from the internet follow these steps 1 Download the installation package from our website T4 TimeSaver NET Downloads 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 T4 TimeSaver NET has been installed 3 Click on the Windows Start button For Windows XP select Run from the menu displayed or for Windows Vista you can also type Run in the Search box Type location t4setup where location designates the name of the folder where you saved the installation package in the Run dialogue Click OK to continue When the setup program begins follow the directions on your screen 2009 ELM Co
157. mputer Systems Inc T4 TimeSaver NET Guide J TA TimeSaver Net 2008 enol e X Welcome to the T4 TimeSaver Net 2008 Setup y Wizard Pa The installer will quide you through the steps required to install T4 TimeSaver Net 2008 on your computer WARNING This computer program is protected by copyright law and international treaties Copyright 2008 ELM Computer Systems Inc Installation Welcome Screen T4 TimeSaver Net 2008 Le 5 ei Select Install Type If you select a Workstation installation T4 TimeSaver NET 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 T4NetNode exe to set up their own workstation Workstation Installs a copy of T4 TimeSaver on your hard disk Network Administrator Installs the application for use on the network Cancel lt Back Workstation Installation Select Workstation from the Select Install Type window This will install the program on either the local hard drive or any network drive available to the computer placing all resources required by the software on the local hard workstation Network Administrator Installation Select Network Administrator from the Select Install Type window to install the program on a 2009 ELM Computer Systems Inc Getting Started 21
158. n the database for each type of slip and Summary form Data is stored in these tables one record per employee and connected to the company information by a company number assigned by the system The file T4NET 2008 INI is stored in the system settings folder and among other things stores the authorization number There will be additional file s containing various user and machine related information stored in the user settings directory If you have the single user version of T4 TimeSaver NET the file will be named SINGLE INI If you have the network version of the program there will be a separate file for each user and the files will be named USER INI where user is the user name entered when starting T4 TimeSaver 2009 ELM Computer Systems Inc 172 T4 TimeSaver NET Guide 13 3 Common Problems 1 I get the message Company is locked by user but there are no other stations using the T4 TimeSaver 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 T4 TimeSaver NET 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
159. nal Relev slip being amended This number will be printed on the slip and will enable MRQ to correlate the amended slip with the original slip See Using Serial Numbers Relev Slips 137 for more information on how Relev numbers are handled by T4 TimeSaver NET Current Relev Number 2009 ELM Computer Systems Inc 74 T4 TimeSaver NET Guide Once a slip has been printed the Current Relev Number field will contain the number that was printed in the upper right hand corner of the Relev slip This is the number that the MRQ will use to refer to this slip in any correspondence and is inaccessible to the user See Using Serial Numbers on Relev Slips 137 for more information on how Relev numbers are handled by T4 TimeSaver NET Source of Income Double clicking on the field or hitting the F2 key to view the complete list of options Go To Summary Button Click on this button to display the RL 2 Summary for the current employer The data entry screen for the current slip will remain available via a tab beneath the toolbar 2009 ELM Computer Systems Inc Entering Slips 75 5 19 RL3 Input Window 98 TS RL3 RL 3 Investment Income GotoT amp Goto Summary
160. nc 118 T4 TimeSaver NET Guide 8 5 overwritten by the file containing your data making your import data available to all other users of T4 TimeSaver NET as well as permanently deleting the Excel templates Convert Databases all Convert 4 TimeSaver Databases c Options V Initialize fields zero amounts remove Amended etc Clear CPP Exempt boxes Clear El Exempt boxes Source folder Browse Browse Destination folder The Convert Databases function converts T07 Original T4 TimeSaver and TO7N T4 TimeSaver NET databases into a TO8N database 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 and to 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 Select Source Folder Choose the drive and directory that contains the 2007 databases you wish to convert T4 TimeSaver NET will automatically find and list all the files having 07 Original T4 TimeSaver or T 07N T4 TimeSaver NET extension The 2007 database will not be deleted instead a new TO8N database will be created Select De
161. nce 0 00 Overpayment 84 0 00 Balance due 86 0 00 Amount enclosed 0 00 SIN of proprietor or principal owner 1 74 SIN of 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 Person to Contact About this Return The default contact information entered on the New Company Defaults 12 page of the User Settings 128 submenu of Setup 2 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 12t tab of the User Settings 124 submenu of Setup 1 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 15 screen Recalculate Button Click this button to recalculate all calculated values this will also return all overridden 51 values to their calculated value Go
162. nced print settings 10 5 Printing Adjustment Reports A report showing all the adjustments made for each employee can be produced for the T4 slips To generate this report select T4 from the Reports menu Then choose Adjustments from this list of available reports A dialog box will open which will allow you to select the companies for which you wish to print T4 Adjustment Reports See the section Setting Adjustment Options amp for further information 2009 ELM Computer Systems Inc 142 T4 TimeSaver NET Guide 10 6 I 43 Print Adjustment Report ER Companies Select Clear V Default Company Default Company Current Company User Defined Groups Save As Exception 1 selected Preview Print Detail Summary Detail report ee E Adjust Slips Sort slips by Name SS Undo Adjustments Refresh Data Close Companies Select one of the options from the drop down list All Companies print the slips for all companies in the current database Current Company print the slips for only the current company Most Recently Used print the slips for companies most recently included in any report Selected print the slips for selected companies The companies 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 company you wish to select to put a check mark in the box
163. network drive Then at each workstation run TANETNODE EXE from the network drive to copy the necessary files to run the program on the workstation 3 T4 TimeSaver Net 2008 0 t Select Installation Folder The installer will install T4 TimeSaver Net 2008 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 T 4 TimeSaver Net 20085 Browse Disk Cost Install T4 TimeSaver Net 2008 for yourself or for anyone who uses this computer Everyone Just me Select Installation Folder Enter the destination folder in the Folder field this is the folder that the T4 TimeSaver NET executable will be installed it should be located on a hard drive that is always available to the workstation It is recommended that you not install T4 TimeSaver NET to a removable storage device fg T4 TimeSaver Net 2008 Le 5 wo Confirm Installation T The installer is ready to install T4 TimeS aver Net 2008 on your computer Click Next to start the installation Click Next to proceed with the installation of T4 TimeSaver NET NOTES 2009 ELM Computer Systems Inc 22 T4 TimeSaver NET Guide 2 1 1 2 2 1 Workstation Installation A Workstation installation will still permit the workstation to access data files stored on a network but necessitates t
164. nies from source after transfer If this option is checked information for the transferred companies will exist only in the destination database it will be removed from the source database If this option is not checked information for the transferred companies will exist in both the source database and the destination databases 8 3 Global Changes 2009 ELM Computer Systems Inc 112 T4 TimeSaver NET Guide 8 3 1 Adjustment Options _ Bibal Changes Adjustment Optic X Companies Select v Default Company Default Company Current Company M User Defined Groups 1 selected CPP QPP Adjustment Options Transfer Over Remittance Change these settings Change this setting Other Options E Change these settings El Adjustment Options E Change these settings PPIP Adjustment Options 1 Change these settings Use the Global Changes Adjustment Options tool to modify the adjustment options for any number of companies in the current database The Adjustment Report 14h must be run again to apply any changes made to the slips for the companies in question See the following sections of this guide for detailed descriptions of each adjustment option CPP QPP Adjustment Options s El Adjustment Options 83 PPIP Adjustment Options 8 Transfer of Over Remittance s Other Options 85 Changes made using this tool can not be reversed
165. ns and union dues Selecting a Company To switch to another company choose Select Company from the Company menu A list of all the companies stored 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 ug Companies ax First Cup Coffee 5 Signs R Us 2 The Sleep Inn XYZ Advertising You can perform the same function by simply clicking on the current company name visible at the top of the form A drop down list of the companies in the database will appear Simply click on the company of choice File Edit View Company Forms Reports XYZ Advertising I ABC Accounting LE First Cup Coffee Signs R Us The Sleep Inn XYZ Advertising salue 2009 ELM Computer Systems Inc Company Information 45 4 3 Editing Company Information You can edit the company information by selecting Edit Company Information from the Company menu You can add any missing information or change any information entered previously in any or all of the three sections See Creating a Company 41 for details on the various fields Replicate Company Address This button will copy the information in the current company address and care of lines to all companies in the current database Replicate Employee Address This button will cop
166. nt 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 10 3 1 Using Serial Relev Numbers on RL Slips Serial number Relev numbers printed on RL 1 RL 2 RL 3 RL 17 and RL 25 slips are assigned sequentially by T4 TimeSaver NET 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 2009 ELM Computer Systems Inc 138 T4 TimeSaver NET Guide Reassign Serial Numbers im 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 T4 TimeSaver NET to calculate a new serial number for the slip s being printed Clicking on No will cause T4 TimeSaver NET to print the slip s using the serial number already assigned In the case where no serial number exists T4 TimeSaver NET will assign the next serial number in sequence Print System Assigned Original Relev Numbers Imm Revenu Qu bec requires that amended RL slips show the relev number ofthe original slip Because you are printing amended slips which have previously been assigned relev numbers by T4 TimeSaver you have a choice You can either print the system ass
167. ntry screens Improved report preview Improved printer compatibility Save slips amp summaries as PDF Export reports to file e g CSV Excel and others Simultaneous live display of multiple forms e g slip amp summary and returns e g T4 and T4A Identify and adjust overpaid or underpaid CPP QPP El amp QPIP Role data forward to next year 4 Price p YN BS 4 imeSaver NET 4 TimeSaver LITE Windows T4 TimeSaver BASIC Windows 1 Unlimited T4 TimeSaver PLUS Windows 1 Unlimited Unlimited Unlimited lt E Yes Yes RL 1 amp RL 3 Yes Yes Yes Yes Yes Yes Yes ORIG NET Yes Yes da m m NET NET Yes 85 00 245 00 390 00 Br T4 TimeSaver Windows versions will run on any currently supported version of Windows Small businesses with up to 10 employees may use T4 TimeSaver Online FREE to produce T4 T4A or T5 returns Data crested with T4 TimeSaver Online or T4 TimeSaver Lite versions can be carried forward only to subsequent leases of the same version For a reasonable fee ELM Computer Systems can help you transfer data to either T4 imeSaver Basic or T4 TimeSaver Plus should you wish to upgrade to these versions 4 Data is fully transferable between T4 TimeSaver Basic and T4 TimeSaver Plus versions Original T4 TimeSaver ORIG will b
168. o To Summary Button Click on this button to display the T4A P Summary for the current employer The data entry screen for the current slip will remain available via a tab beneath the toolbar 2009 ELM Computer Systems Inc Entering Slips 63 5 12 T4ARCA Input Window E X Ill T4A RCA Statement of Distribution from a Retirement Compensation Arrangement Goto Summary Default Company Status Adding new form Press Escape to cancel Sumame First name Initial Address line 1 Address line 2 City Province Bn Postal code Country B Status of slip on Original Year 2008 Refund of employer contributions 12 0 00 Refund of employee contributions 14 0 00 Distributions 16 0 00 Selling price of an interest inthe RCA 18 0 00 Other amounts 20 Income tax deducted 22 0 00 SIN 24 Optional text to print at top of slip Name The recipient name should be entered with the surname first followed by a comma and then the first name The name can be formatted easily by pressing the F5 key The T4 TimeSaver NET program will change the surname to block letters ensure that the first letter of the first name is capitalized and insert a comma if none was entered e g SMITH John Pressing the F8 key will reverse the first and last names e g
169. o contact for more information First name Last name Phone number 2009 ELM Computer Systems Inc 164 T4 TimeSaver NET Guide T5013 Summary Fist name 7 Last name Phone number Section B General Information 01 02 03 05 06 07 Number of T5013 slips 0 Number of T5013A slips 0 4 Type of partners Z Individuals other than a trust 7 Trusts Corporations F Partnerships Type of end members Individuals other than a trust Trusts E Corporations Partnership s principal business activity NAICS code Is this the partnership s final information return No Yes Was the partnership inactive through this fiscal period C No Yes Language of choice for correspondence English French m 12 1 2 2 Section C THIS SECTION OF THE T4 TIMESAVER NET MANUAL IS UNDER CONSTRUCTION IT IS NOT YET COMPLETE 2009 ELM Computer Systems Inc Partnership Forms Plus Version Only T5013 Summary 165 T5013 Summary Information Return of Partnership Income Default Company Recalculate GotoSips Close Limited partnership net income loss Limited partnership farming income loss AgriStability and Agrilnvest program s Limited partnership fishing income loss Limited partnership busin
170. o export to a spreadsheet or text file you can use the Import from Excel File feature to import your slip data Or if the software will create an XML file suitable for submission to the CRA you can use the Import from Payroll feature to import your slip data 2009 ELM Computer Systems Inc Using Tools to Manipulate Data 115 8 4 1 Import from Excel File T4 TimeSaver NET Plus Only Instructions 1 Export your data to an Excel spreadsheet Each sheet in the spreadsheet may contain data for one company and one type of slip only Example sheet 1 contains T4 RL 1 data for Company1 sheet 2 contains T4A data for Company1 sheet 3 contains T4 RL 1 data for Company2 etc Each sheet will be imported separately 2 Insert a column to the far left so that the first column A is blank 3 Insert a row at the top so that the first row 1 is blank 4 Designate the type of data being imported by entering one of the keywords shown in this table into every cell in column A Enter this text If the row contains T4 T4 and or RL 1 slip information T4A T4A slip information T5 T5 and or RL 3 slip information T4PS T4PS information NR4 NR4 information T4ANR T4A NR information T5013 T5013 Partnership information T5018 T5018 information RL2 RL 2 information RL15 RL 15 information RL17 RL 17 information RL25 RL 25 information 5 Complete the first row for each block of information by adding the headings that T4
171. o larger than 5Mb in size 2009 ELM Computer Systems Inc Electronic Filing 153 2009 ELM Computer Systems Inc Part XII TIMESAVER NET Partnership Forms Plus Version Only 155 12 Partnership Forms Plus Version Only T4 TimeSaver NET Plus Only THIS SECTION OF THE T4 TIMESAVER NET MANUAL IS UNDER CONSTRUCTION IT IS NOT YET COMPLETE How to Get Data into the Partnership Forms There are three ways to get data into T4 TimeSaver Net partnership forms a Convert last year s T4 TimeSaver database b Import data from an Excel spreadsheet c Enter the data manually Converting Partnership Data from a T4 TimeSaver Database Converting partnership data from last year s T4 TimeSaver database is virtually identical to the way you convert other data 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 42 Convert TA TimeSaver Database Options 7 Initialize fields zero amounts remove Amended etc _ Convert partnership companies only Clear CPP Exempt boxes Clear El Exempt boxes Initialize partnership forms Importing Partnership Data from Excel Importing T5013 slips from an Excel spreadsheet is done in the same way as importing other slips See the T4 TimeSaver NET User Manual f
172. 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 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 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 adva
173. om XML did not work due to inconsistencies between the source data and the requirements of the CRA or MRQ 3 Indicate whether you wish to Import into current company or Import into a new company If you select the latter 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 4 Click Import What happens T4 TimeSaver NET 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 company with 10 T4 slips and you import a list of 15 more T4 slips T4 TimeSaver NET updates the T4 summary with the totals of all 25 slips 8 4 3 Open Excel Templates T4 TimeSaver NET Plus Only This menu item opens the Excel import templates using your default spreadsheet editor The templates were installed with T4 TimeSaver NET in the DB folder in the same folder where T4 TimeSaver NET 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 T4 TimeSaver NET 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 2009 ELM Computer Systems I
174. om 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 141 for further details Reversing Adjustments 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 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 button Setting Adjustment Options The adjustment options for each company are stored with the company profile 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 employee to receive the transfer of over remittance of if you choose If you are entering data for more than one company you may want to select the appropriate options on the T4 Adjustment Defaults 12h page in the Setup 21 menu These global default options will then be used for each new company you setup CPP QPP Adjustment Options A Adjust CPP QPP if over maximum under minimum NOTE THAT ONLY ONE OF OPTIONS A OR B MAY BE SELECTED If this option is selected CPP QPP will be adjusted to fall within the range The upper limit is the lesser of CPP QPP pens
175. ome 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 2009 ELM Computer Systems Inc Using Setup to Configure 4 TimeSaver NET 123 9 1 4 User Settings X User Settings ren ce 1 New Company Defaults 2 Adjustment Options 3 Data Entry 4 Electronic Filing 5 Options n m RE m RN r When entering T4 slips the cursor will automatically move to the selected boxes 7 Employee name V 17 QPP contributions Other information 1 V Address line 1 7 18 El premiums 7 Other information 2 v Address line 2 V 20 Pension plan contributions V Other information 3 v City v 22 Income tax deducted V Other information 4 4 Province 7 24 El insurable eamings V Other information 5 v Postal code 4 26 CPP QPP eamings V Other information 6 V Country V 28 CPP QPP exempt 7 Employee number Tax year 28 El exempt 7 Other deductions from net pay 4 12 S L N Do not adjust CPP QPP v Text at top V 29 Employment code V Do not adjust El CPP pensionable weeks 44 Union dues 7 10 Province of employment 7 46 Charitable donations V Status of slip V 50 RPP or DPSP registration number V 52 Pension adjustment
176. ome slips while leaving others as entered 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 Status of Slip Select O for original default value A for amended or C for cancelled This will cause the slip to be labelled 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 RL 1 Button Clicking on this button will display the RL 1 slip associated with the displayed slip if an RL 1 exists 2009 ELM Computer Systems Inc 56 T4 TimeSaver NET Guide Adjust Button Clicking on this button will adjust the displayed slip The adjustments will be made based on the adjustment options selected for the current company These adjustments are not reflected in the corresponding T4 summary unless all of the slips are adjusted using by Printing Adjustment Reports h14 Net Pay Button The employee s net pay is calculated and displayed on the screen as you enter data into
177. omputer Systems Inc 122 T4 TimeSaver NET Guide _ User Settings x User Settings ren r Adjustment Options r Transfer Over Remittance V Adjust if over maxiumum under required minimum ee _ Adjust based on number of pensionable weeks F 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 r Other Adjustment Options r El Adjustment Options Adjust CPP EI PPIP differences greaterthan S 1 00 7 Adjust El premiums if over annual maximum Penn Bins Adjust CPP EV PPIP to calculated amounts even if there is insufficient tax to offset the adjustment Adjust insurable eamings based on El premiums ff yes enter the maximum amount by which tax may be reduced 9 999 99 m PPIP Adjustment Options Adjust PPIP premiums if over annual maximum Note Settings on this tab will be copied to 1 Adjust PPIP premiums based on insurable eamings each new company you set up Adjust insurable eamings based on PPIP premiums 9 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 s
178. or 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 12 Click Import What happens T4 TimeSaver NET 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 2009 ELM Computer Systems Inc Using Tools to Manipulate Data 117 will be created or updated as required For example if you have a company with 10 T4 slips and you import a list of 15 more T4 slips T4 TimeSaver NET updates the T4 summary with the totals of all 25 slips 8 4 2 Import from XML File T4 TimeSaver NET Plus Only 1 Start T4 TimeSaver NET From the Tools menu choose Import and then Import from XML File WE Import From XML File X File to Import Select an XML file containing a T4 T4A or T5 retum Browse Import transmitter information from this file into Import into curent company Setup User Settings Electronic Filing Import into new company cnm Close 2 Browse to 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 Some payroll software may have the option to create XML files meeting those requirement however we have heard in the past of clients for whom the import fr
179. or general instructions about importing data For information about the names of the fields used as headers for T5013 slips see Headings for T5013 198 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 import 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 T4 TimeSaver 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 2009 ELM Computer Systems Inc 156 T4 TimeSaver NET Guide 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 ona percentage T4 TimeSaver 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 dropdown list Methods for calculating partner s s
180. ounced Can Dev Exp box 121 Assiss for Can Explor Exp box 124 Assiss for Can Dev Exp box 125 Portion interest free CEE box 130 Expenses qualified for ITC box 128 Portion interest free ITC box 129 Expenses BC tax credit box 141 Expenses SK tax credit box 143 Expenses MB tax credit box 144 Expenses ON tax credit box 145 Generic box 1 Province Country Generic box 1 Box number Generic box 1 Amount Generic box 2 Province Country Generic box 2 Box number Generic box 2 Amount Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Text 3 Text 6 Currency Text 3 Text 6 Currency 2009 ELM Computer Systems Inc Headings for Import Files 201 5 Tax shelter information Boxes 150 UNITSACQUIRED Number of units box 150 Currency COSTPERUNIT Costs per unit box 151 Currency LIMITEDRECOURSEAMOUNTS Limited recourse am ts box 153 Currency ATRISKADJUSTMENTS At risk adjustments box 154 Currency OTHERINDIRECTREDUCTIONS Other indirect reduct box 155 Currency GO1TEXT1 Generic box 1 Province Country Text 3 GO1TEXT2 Generic box 1 Box number Text 6 G01AMOUNT Generic box 1 Amount Currency 6 Other amounts and information CAPGAINS Capital gains box 70 Currency CAPGAINSRES Capital gains reserves box 71 Currency CCA Capital cost allowance box 85 Currency Generic b
181. ower left corner of the Printing Summary Reports 15 screen Recalculate Button Click this button to recalculate all calculated values this will also return all overridden 5 values to their calculated value Go to Slips Button Click on this button to display the T1204 slips for the current employer The data entry screen for the current summary will remain available via a tab beneath the toolbar 2009 ELM Computer Systems Inc 102 T4 TimeSaver NET Guide 7 10 T5018 Summary eg T5018 Summary 15018 Summary Summary of Contract Payments Recalculate Goto Sips Default Company For period ending Total number of slips filed 80 0 Total construction subcontractor payments 82 000 Trade name f different from legal name Language English French Person to contact about this retum Certtification First name Last name Position or office Area code phone Extension Date on summary Period Ending Enter the date for the end of the period being reported Person to Contact About this Return The default contact information entered on the New Company Defaults 124 page of the User Settings 128 submenu of Setup 28 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 t
182. oxes where is two numerals 01 to 25 X TEXT1 Generic box 1 Province Country Text 3 X TEXT2 Generic box 2 Box number Text 6 X AMOUNT Generic box 1 Amount Currency 7 Other amounts and information Generic large boxes where is two numerals 1 to 10 E TEXT2 Generic box 2 Box number Text 6 E TEXT3 Generic box 3 Text Text 65 Additional Headings for T5015 fields CAPITALSTART Capital account start of period Currency CAPITALCONTRIBUTED Capital contribution during period Currency OTHERADJUSTMENTS Other Adjustments Currency INCOMEALLOCATED Income allocated during period Currency DRAWINGS Drawings Currency CAPITALEND Capital account end of period Currency 2009 ELM Computer Systems Inc 202 T4 TimeSaver NET Guide RECTYPE Recipient code 1 Individual other than a trust 2 Trust Text 1 3 Corporation 4 Partnership 5 Nominee or agent 2009 ELM Computer Systems Inc Headings for Import Files 203 14 13 Headings for RL2 T4 TimeSaver NET Plus Only Headings for RL2 Information Heading Description Type Comments max size Examples amp Defaults LASTNAME Recipient last name Text 30 Required field FIRSTNAME Recipient first name Text 30 INITIAL Recipient middle 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
183. p Text 15 2009 ELM Computer Systems Inc 184 T4 TimeSaver NET Guide 14 4 Headings for T4A T4 TimeSaver NET Plus Only Headings for T4A Information Heading LASTNAME FIRSTNAME INITIAL ADDRESS1 ADDRESS2 CITY PROV POSTAL COUNTRY YEAR SLIPSTATUS SIN FNOTECODE RECBN RECIPIENTNO CORPNAME 1 CORPNAME2 FNOTE1 FNOTE2 FNOTE3 SUPER LUMPSUM SELF TAX ANNUITIES Description Employee last name Employee first name Employee middle initial Address line 1 Address line 2 City Province code Postal code including space Country code Year Status of slip Social insurance number box 12 Footnote code box 38 Recipient Business No 1st 9 digits Recipient s number box 14 Recipient corporation name line 1 Recipient corporation name line 2 Footnote 1 Footnote 2 Footnote 3 Pension or superannuation box 16 Lump sum payments box 18 Self employed commissions box 20 Income tax deducted box 22 Annuities box 24 Type max size Text 30 Text 30 Text 1 Text 30 Text 30 Text 28 Text 2 Text 10 Text 3 Integer 4 Text 1 Text 9 Text 2 Text 9 Text 12 Text 30 Text 30 Text 30 Text 30 Text 30 Currency Currency Currency Currency Currency Comments Examples amp Defaults Required field 2008 O Original A Amended or C Cancelled 2009 ELM Computer Systems Inc Headings for Import Files 185
184. pany A diskette will hold around 2 000 returns a CD approximately 80 000 returns and a DVD will hold more depending on the software used copy the data 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 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 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 Electronic Filing Preparation NOTE During setup you should complete the Electronic Filing page of the User Setup Options submenu of the Setup menu if you plan to submit returns electronically Much of the information required by T4 TimeSaver NET for electronic file processing is contained there To access electronic filing choose the type of slip required from the Reports menu and then Electronic Filing The electronic filing dialog box will open and give you a number of options 2009 ELM Computer Systems Inc Electronic Filing 149 _
185. ppropriately whenever the Amended only or Originals only options are chosen Recipient Type Code Enter one of the following valid codes to identify the types of recipient 1 for an individual other than a trust 3 for a corporation or 4 for a trust or a partnership Status of Slip Select O for original default value A for amended or C for cancelled This will cause the slip to be labelled 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 Go To Summary Button Click on this button to display the T1204 Summary for the current employer The data entry screen for the current slip will remain available via a tab beneath the toolbar 2009 ELM Computer Systems Inc Entering Slips 69 5 16 75018 Input Window _ 0a 15018 X E E T5018 Statement of Contract Payments GotoSummay Close Default Company Status Adding new form Press Escape to cancel Recipient type 1 Bn Individual Sumame First name Initial Address line 1 Address line 2 City Province D Postal code Country Construction subcontractor payments 22 0 00 Recipient s ID number BN or SIN 24 Partnership s filer ID Status of slip Q Original Optional text to print at top of slip
186. ps orp 17 adj Print addresses No m 18 El p 18 El adj Print inactive slips No Companies Select one of the options from the drop down list All Companies print the slips for all companies in the current database Current Company print the slips for only the current company Most Recently Used print the slips for companies most recently included in any report Selected print the slips for selected companies The companies 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 company you wish to select to put a check mark in the box and to have the company name appear on the list on the right Fields Select one of the two options listed below e 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 Options 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 Layout 2009 ELM Computer Systems Inc 144 T4 TimeSaver NET Guide 10 7 Select either the Table or Memo style of layout Orientation Select whether you wish the report to print in the Portrait or Landscape orientation Paper
187. pt box if you entered an amount Box or Box I Check QPIP exempt only if the earnings were exempt for the entire period of employment Do Not Adjust QPIP Box Check this box to indicate that QPIP on this particular slip should not be adjusted when the slips for this company are adjusted This allows you to adjust some slips while leaving others as entered 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 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 T4A Button Clicking on this button will display the T4A slip associated with the displayed slip if a T4A exists Go To TA Button Clicking on this button will display the T4 slip associated with the displayed slip if a T4 exists 2009 ELM Computer Systems Inc 72 T4 TimeSaver NET Guide Adjust Button Clicking on this button will adjust the displayed slip The adjustments will be made based on the adjustment options selected for the current company These adjustments are not reflected in the corresponding RL 1 summary unless all of the slips are adjusted using by Printing Adjus
188. puter Systems Inc Entering Summary Form Information 101 7 9 T1204 Summary E 98 T1204 Summary X E E T1204 Summary Government Service Contract Payments Recalculate GotoSips Default Company Year 2008 Total number of slips filed 88 0 Total service payments only 82 000 Total mixed services and goods payments 84 000 Person to contact about this retum Cetttification First name Last name Position or office Area code phone amp Extension Date on summary Person to Contact About this Return The default contact information entered on the New Company Defaults 12 page of the User Settings 128 submenu of Setup 2 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 the New Company Defaults 12 tab of the User Settings 125 submenu of Setup 1 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 l
189. r case letters A C Z Numbers 0 1 2 9 Special Characters amp o jJ If the current password has been forgotten the administrator logged in as ADMIN will need to use the User Administration 125i function of the Setup 281 menu to change the password for the user 9 8 Edit Setup Files 9 8 01 System Settings This feature allows the direct editing of the global system settings found in the TANET 2008 INI file The System Settings option should only be used under the supervision of ELM Technical Support 9 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 9 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 username designates the logon name of the current user The User Settings option should only be used under the supervision of ELM Technical Support 2009 ELM Computer Systems Inc 130 T4 TimeSaver NET Guide 2009 ELM Computer Systems Inc art X TIMESAVER NET 132 T4 TimeSaver NET Guide 10 Producing Reports 10 1 A Note on Using Adobe Reader to Print Reports When using Adobe Reader to print PDF reports for submission you must first turn off all scaling options wi
190. r of the diskette drive either A or B you wish to send the output to the submission will automatically be saved to the blank formatted diskette in the indicated diskette drive see the section on Diskette Filing 151 for details on submission NOTE You must have access to a diskette drive to successfully use this option Note With T4 TimeSaver NET Basic you may only select the Internet as a destination for electronic filing With T4 TimeSaver NET Plus you may electronically file by diskette CD DVD or the Internet Slip Status Each submission to the CRA must contain either original returns or amended cancelled returns Select Original to include all original returns of the type s selected from the selected company ies in your submission Select Amended and or Cancelled to include all amended or cancelled returns of the type s selected from the selected company ies in your submission Validation Options Select whether you wish to see detailed error messages supplied by the XML schema Transmitter Setup Pressing this button will allow you access to the information stored on the Electronic Filing 14 page of the User Settings 1257 submenu of 22 menu You can add missing information or edit existing data Clicking on the OK button will return you to the electronic filing dialog box Process Pressing this command button will begin the processing of the electronic filing A validation report will be generated and displaye
191. residents tax withheld 22 28 32 0 00 Minus Total remittances for the year 82 0 00 Difference 0 00 Overpayment 84 0 00 Balance Due 86 0 00 E Filing as disbursing agent 76 Contact first name Last name 78 Area code phone Extension Date on summary Person to contact about this retum Cetttification s or office Non resident Account Number Enter the account number under which non resident tax deductions are remitted This number has to match the account number shown on the remittance part of Form NR76 Non Resident Tax Statement of Account Amounts Reported on Form NR601 or NR602 Enter the gross income and the tax withheld Remittances Enter the amount of money already remitted to CRA Person to Contact About this Return The default contact information entered on the New Company 121 page of the User Settings 129 submenu of Setup 1 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 2009 ELM Computer Systems Inc Entering Summary Form Information 89 Certification The default certification information entered on the New Company Defaults 12 tab of the User Settings 128 submenu of Setup 28 menu will appear in this area If no default information was entered th
192. ride 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 Note 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 2009 ELM Computer Systems Inc Partnership Forms Plus Version Only 157 12 1 T5013 T4 TimeSaver NET Plus Only THIS SECTION OF THE T4 TIMESAVER NET MANUAL IS UNDER CONSTRUCTION IT IS NOT YET COMPLETE 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 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 2009 ELM Computer Systems Inc 158 T4 TimeSaver NET Guide SOURCE FORM DESTINATION FORM Schedule 2 Section A Line 103 Sched
193. riginals only options are chosen Country of Residence Enter the appropriate three character country code or select it from the drop down list to indicate the 2009 ELM Computer Systems Inc Entering Slips 61 country of residence of the recipient See Appendix E for a full list of the standard three character country codes Non Resident s Service Industry Enter the four digit numeric code or select it from the drop down list indicating the type of service industry City Province where services rendered Enter the city name leave a space and then type the two character province code for the province in which the services were rendered Days in Canada Enter the total number of days the non resident was in Canada during this calendar year while under contract with the payer Include weekends and holidays Professional Name Use this box if the professional or operating name is different from the real or legal name of the non resident For example this box may be used when payments are made to non residents in the entertainment and athletic professions Optional Text to Print at Top of Slip Information entered here to a maximum of 15 characters will appear at the top of the printed slip Go To Summary Button Click on this button to display the T4A NR Summary for the current employer The data entry screen for the current slip will remain available via a tab beneath the toolbar 2009 ELM Computer Sy
194. rtification The default certification information entered on the New Company Defaults 12 tab of the User Settings 128 submenu of Setup 28 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 15 screen Recalculate Button Click this button to recalculate all calculated values this will also return all overridden 517 values to their calculated value Go to Slips Button Click on this button to display the T4 slips for the current employer The data entry screen for the current summary will remain available via a tab beneath the toolbar 2009 ELM Computer Systems Inc 92 T4 TimeSaver NET Guide 7 3 T4A Summary D 43 TAA Summary Et T4A Summary For year ending December 31 Total number of T4A slips active only 88 Pension or superannuation 16 Lump sum payments 18 Self employed commissions 20 Annuities 24 Eligible reitiring allowances 26 Non eligible retiring allowances 27 Other income 28 Patronage allocations 30 RPP contributions past service 32 Pension adjustment 34 RESP accumulated income payments 40 RESP educational assistance p
195. ry before T5 Slip Totals You must enter the unclaimed dividends and interest and the tax on this unclaimed amount Person to Contact About this Return The default contact information entered on the New Company Defaults 2 page of the User Settings 129 submenu of Setup 28 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 2009 ELM Computer Systems Inc 100 T4 TimeSaver NET Guide Certification The default certification information entered on the New Company Defaults 12h tab of the User Settings 123i submenu of Setup 28 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 15 screen Recalculate Button Click this button to recalculate all calculated values this will also return all overridden 517 values to their calculated value Go to Slips Button Click on this button to display the T5 slips for the current employer The data entry screen for the current summary will remain available via a tab beneath the toolbar 2009 ELM Com
196. s equal to zero CRA Taxation asks that the EI insurable earnings not be printed leaving Box 24 blank in such cases This is not a problem with T4 TimeSaver NET and we have checked with CRA Taxation to ensure that the system is functioning properly 5 have installed an update but the new features do not appear to be available or functioning Check the version number of the T4 TimeSaver NET you are running by selecting About T4TimeSaver 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 T4 TimeSaver NET and try installing the update once again 7 get the message Cannot execute external program regedit exe when installing the program The installation program needs to be able to find the file reg
197. s will cause the slip to be labelled appropriately as required by MRQ It will also cause the slip to be included or excluded appropriately whenever the Amended only or Originals only options are chosen Go To Summary Button Click on this button to display the RL 25 Summary for the current employer The data entry screen for the current slip will remain available via a tab beneath the toolbar 2009 ELM Computer Systems Inc Part VI TIMESAVER NET 82 T4 TimeSaver NET Guide 6 1 6 2 6 3 6 4 Adjusting T4s Making Adjustments to T4s There are two methods of adjusting the T4s The first method is to adjust only the T4 for the current employee by using the Adjust button on the T4 data entry form The adjustments will be made based on the adjustment options selected for the current company These adjustments are not reflected in the corresponding T4 summary unless all of the slips are adjusted The second method is to adjust all of the employees for the company at once To do this select Adjust Unadjust T4 Slips from the Company menu You can skip any individual slips that you may not want to adjust by checking the Do not adjust CPP QPP and or El box es The adjustments will be made based on the adjustment options selected for the current company In this case the adjustments are reflected in the corresponding T4 Summary An adjustment report can be produced by selecting Adjust Unadjust T4 Slips fr
198. sequential 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 generated by the Package for submission to CRA 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 within the range assigned to the user by ELM Computer Systems Inc 2009 ELM Computer Systems Inc Part Il TIMESAVER NET Getting Started 19 2 1 Getting Started Installation T4 TimeSaver NET may be installed on any hard disk drive accessible to your computer Single User and Network installations are described below If you used T4 TimeSaver NET last year you may install the program without affecting last year s database s nor will reinstalling the current program affect the current year s database s For fastest program response and most secure retention of data it is recommended that data files be stored on either a local or network hard disk Data files can also be stored on many USB flash drives provided sufficient space is available To install T4 TimeSaver NET from the CD follow these steps 1 Copy the original CD
199. ser Settings User Settings 1 New Company Defaults 2 Adjustment Options 3 Data Entry 4 Electronic Filing 5 Options r Toolbar Icon Size Small 16x16 Medium 24x 24 Large 32x 32 Very Large 48x48 Changes to icon size will occur the next time T4 TimeSaver is started Income Changes to color schemes will take effect as new data entry forms are opened BLUE 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 If you select CUSTOM you must then select both a background colour and band colour by clicking on the appropriate boxes and selecting from the colours displayed 9 2 User Administration T4 TimeSaver NET Plus 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 2009 ELM Computer Systems Inc 126 T4 TimeSaver NET Guide _ 8 User Administration List of user accounts Selected user account ADMIN Add User Copy User Edit User Options Change Password Delete user account Close 9 3 Data File Security 79 Data Security X Restrict access to the current database If you restrict access
200. ship requires T50134 slips tax shelter or renounced resource expenses Header Information Information retum for fiscal period to F this is an amended T5013 Summary check here Partnership s filer identification number ff this is an additional T5013 Summary check here Business Number Have you filed a T5013 Partnership Retum before Yes No Tax shelter identification number Ts if yes for what year Partnership s name Care of Head office address City Province Postal code Country State U S zip code CAN Bn Address on last T5013 Summary if different from above Address City Province Postal code Country State U S zip code nn Is this a limited partnership Yes No If yes give the principal general partner s full name and address Name Address E City Province Postal code Bg Country State U S zip code B Location of books and records Address City Province Postal code Country State U S zip code Name and social insurance number of partner designated under subsection 165 1 15 of the Income Tax Act First name Last name Social insurance number Person t
201. sic version such as the Partnership forms will appear in the Forms Menu and if selected will inform the user that the chosen option is available only in the Plus version 2009 ELM Computer Systems Inc 28 T4 TimeSaver NET Guide 2 5 6 2 5 7 Tools Menu Tools Menu Tools Setup Reports Wi Merge Companies Transfer Companies Global Changes Import Data Convert Databases Remove Slips Any menu or submenu item that is greyed out is not currently available Merge Companies Opens the Merge Companies 110 dialogue Transfer Companies Opens the Transfer Companies 1111 dialogue Global Changes Make global changes to Adjustment Options 42 Contact Information 113 and Slip Information 1 4 Import Data Allows you to import data into T4 TimeSaver NET 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 Convert Databases Converts databases 71 from 2007 Original T4 TimeSaver 2008 Original T4 TimeSaver or 2007 T4 TimeSaver NET data into 2008 T4 TimeSaver NET format Remove Slips Removes slips 1 of any or all types from any or all companies Note Some menu items lead to options that are only available in the T4 TimeSaver NET Plus These menu items will appear in the menus of the Basic version and if selected will inform the user that the chosen option is available only in the Plus
202. slips when you view them and to revert back to the entered values on the T4 and or RL 1 slips when they are printed Refresh Data Use this button to update any company data that may have changed since the Print Adjustment Report window was opened 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 when that user is not in fact accessing the company This would occur if T4 TimeSaver NET was not exited correctly You will be asked to confirm the unlock 2009 ELM Computer Systems Inc 48 T4 TimeSaver NET Guide 2009 ELM Computer Systems Inc art V TIMESAVER NET 50 T4 TimeSaver NET Guide 5 1 5 2 5 3 5 4 5 5 Entering Slips Choose the type of slip you wish to enter by selecting it from the Forms menu The following are some of the functions you can use Add Slips This function is used to add a new slip of the type you are currently entering to the active company Access this function by selecting Add Slip from the Edit menu clicking on the Add Slip icon in the icon toolbar or by pressing Ctrl A A blank data entry form will appear in which you may enter the information for an individual slip After entering data in a box you may press either the Enter or Tab key and the cursor will move to the next box T
203. 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 19 screen Recalculate Button Click this button to recalculate all calculated values this will also return all overridden 5 values to their calculated value Go to Slips Button Click on this button to display the RL 25 slips for the current employer The data entry screen for the current summary will remain available via a tab beneath the toolbar 2009 ELM Computer Systems Inc 108 T4 TimeSaver NET Guide 2009 ELM Computer Systems Inc Part VIII TIMESAVER NET 110 T4 TimeSaver NET Guide 8 8 1 Using Tools to Manipulate Data Merge Companies 1 CENE v Company 2 Database Company New Company Database Company Note Company and summary information address contacts etc will be retrieved from Company 1 Close Use the Merge Companies function to merge two companies as a third company The companies to be merged can be selected from any existing database s accessible to T4 TimeSaver NET The resulting company containing the merged data must not already exist in the database in which it will be stored which can also be any existing database accessible to T4 TimeSaver NET To merge two companies into a n
204. stems Inc 62 T4 TimeSaver NET Guide 5 11 Input Window E E TAA P Statement of Canada Pension Plan Benefits Goto Summary Cose Default Company Status Adding new form Press Escape to cancel Sumame First name Initial Address line 1 Address line 2 City Province B Postal code Country a Status of slip Eb 12008 Taxable CPP benefits 20 0 00 Number of months 21 0 Income tax deducted 22 0 00 Social insurance number 12 Onset or effective date 13 Retirement benefit 14 0 00 Survivor benefit 15 0 00 Disability benefits 16 0 00 Child benefit 17 0 00 Death benefits 18 0 00 Bret reer Optional text to print at top of slip Employee Name The employee name should be entered with the surname in the first field first name in the second field and middle initial in the third field Status of Slip Select O for original default value A for amended or C for cancelled This will cause the slip to be labelled 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 G
205. stems Inc Entering Slips 67 Clicking on this button will display the RL 3 slip associated with the displayed slip if an RL 3 exists Go To Summary Button Click on this button to display the T5 Summary for the current employer The data entry screen for the current slip will remain available via a tab beneath the toolbar 2009 ELM Computer Systems Inc 68 T4 TimeSaver NET Guide 5 15 T1204 Input Window E E T1204 Government Service Contract Payments Goto Summary Cose Default Company Status Adding new form Press Escape to cancel Recipient type 23 Sole proprietor Line 1 of recipient s business name Line 2 of recipient s business name Address line 1 Address line 2 City Province Postal code Country B Status of slip on Original Year 12008 Service payments only 82 0 00 Mixed services and goods payments 84 0 00 Sole proprietors S LN 321 Recipient s business number 61 Partnership s identification number 86 If sole proprietor give name Sumame First name Initial Optional text to print at top of slip Report Code Select O for original default value A for amended or C for cancelled This will cause the slip to be labelled appropriately as required by CRA It will also cause the slip to be included or excluded a
206. stination Directory Choose the drive and directory in which you wish to store the 2008 database The directory can be the 2009 ELM Computer Systems Inc Using Tools to Manipulate Data 119 one containing the 2007 database or you can create a new one each year Select Data file s to be Converted Highlight the file s you wish to convert T4 TimeSaver NET will create a new file with the same name but with a TO8N extension in the same directory as the original 2007 database Only the highlighted file s will be converted when the Convert button is clicked 8 6 Remove Slips Remove Slips wa Companies V Default Company Default Company User Defined Groups Save As Exception 1 selected Types of Slips to Remove Option Select All NR4 T5 7 Remove inactive slips only T4 7 T1204 Gema f T5018 Instructions T4ANR M R2 To remove inactive slips only slips with no dollar R17 amounts check the box above F TAARCA F R25 T4PS Note that RL 1 slips will be removed with T4 slips and RL 3 slips will be removed with T5 slips Close The Remove Slips function allows you to remove all slips of any type for any company in the database 2009 ELM Computer Systems Inc Part IX TIMESAVER NET Using Setup to Configure T4 TimeSaver NET 121 9 1 9 1 1 Using Setup to Configure T4 Time
207. t of Remuneration Paid WE T4Summary Vus T4A Summary SMITH Sumame FirstName Initial Address Total number of T4sipsfied 88 5 Employment income 14 185 000 00 Registered pension plan RPP contributions 20 ion Pension adjustment 52 Employees CPP contributions 16 9 157 50 Employer s CP ntributions 27 9 157 50 City Province Postal code Country Employment income 14 36 000 00 36 000 00 Employee s CPP contributions 16 Empey APP caso 7 70 in cm con Once the screen has been split you may move forms from one side to the other or between top and bottom sections by clicking on the tab for the form and dragging it to the desired location The screen may also be split further if desired 2 10 Input Conventions The decimal point should be used when entering cents Where no decimal point is entered T4 TimeSaver NET will assume an even dollar amount and display zero cents when the cursor is moved to the next data entry field Pressing the Tab or Enter keys will move the cursor to the next data entry field in sequence New data entered into a field will overwrite existing data You may edit existing data by using the left and right cursor control keys as well as the Backspace Delete Home and End keys 2 11 Getting Help Whenever you require help press the F1 key to access the on line help screens I
208. tact Information 113 H Hardware Requirements 16 Help 32 http www elmcomputers com services html 13 Import File Header Company 178 Import File Header NR4 179 Import File Header RL1 181 Import File Header RL17 205 Import File Header RL2 203 Import File Header RL25 206 Import File Header RL3 194 Import File Header T1204 196 Import File Header T4 181 Import File Header T4A 184 Import File Header TAANR 188 Import File Header T4AP 190 Import File Header TAARCA 191 Import File Header TAPS 192 Import File Header T5 194 Import File Header T5018 197 Import Files Introduction 177 Import Excel 115 2009 ELM Computer Systems Inc Index 211 Import XML 117 Input Conventions 33 Input Window NR4 Slip 52 Input Window NR4 Summary 88 Input Window RL1 Slip 70 Input Window RL1 Summary 103 Input Window RL17 Slip 77 Input Window RL17 Summary 106 Input Window RL2 Slip 73 Input Window RL2 Summary 105 Input Window RL25 Slip 79 Input Window RL25 Summary 107 Input Window RL3 Slip 75 Input Window T1204 Slip 68 Input Window T1204 Summary 101 Input Window T4 Slip 54 Input Window T4 Summary 90 Input Window T4A Slip 57 Input Window T4A Slip Electronic Filing 59 Input Window T4A Summary 92 Input Window T4ANR Slip 60 Input Window T4ANR Summary 94 Input Window Slip 62 Input Window Summary 95 Input Window T4APS Summary 96 Input Window T4ARCA Slip 63 Input Window
209. tates of the USA AL Alabama AK Alaska AR Arizona AR Arkansas CA California CO Colorado CT Connecticut DE Delaware DC District of Columbia FL Florida GA Georgia HI Hawaii ID Idaho IL Illinois IN Indiana IA lowa KS Kansas KY Kentucky LA Louisiana ME Maine MD Maryland MA Massachusetts MI Michigan MN Minnesota MS Mississippi MO Missouri MT Montana NE Nebraska NH New Hampshire NJ New Jersey NM New Mexico NY New York NV Nevada NC North Carolina ND North Dakota OH Ohio OK Oklahoma OR Oregon PA Pennsylvania RI Rhode Island SC South Carolina SD South Dakota TN Tennessee TX Texas UT Utah VT Vermont VA Virginia WA Washington WV West Virginia WI Wisconsin WY Wyoming Use the code ZZ for instances where none of the above apply 2009 ELM Computer Systems Inc Appendices 175 13 5 Country Codes The following abbreviations apply to commonly used countries ARG Argentina AUS Australia AUT Austria BHS Bahamas The BHR Bahrain BGD Bangladesh BRB Barbados BEL Belgium BMU Bermuda BRA Brazil VGB British Virgin Islands CMR Cameroon CAN Canada CYM Cayman Islands CHL Chile CHN China People s Republic of COL Columbia SUN Commonwealth of Independent States CIV Ivory Coast CYP Cyprus DNK Denmark
210. th adjusting T4s for a company 2009 ELM Computer Systems Inc 46 T4 TimeSaver NET Guide 43 Print Adjustment Report Companies Dre Clear Al 11 My Company My Company Curent Company User Defined Groups Save As Exception 1 selected Options Preview Print Detail Summary Detail report Zi amies Adjust Slips Sort slips by Name v a Undo Adjustments Refresh Data Close Companies Choose which company ies to adjust by selecting All Companies Current Company Most Recently Used Selected Companies or a user defined group name from the drop down list If you choose to Select Companies place a check mark beside the company names of the companies you wish to include User Defined Groups You can create a user defined group of companies by first choosing Selected Companies from the Companies drop down list and then placing a check mark beside the names of the companies you wish to save in a group Save the selection list by clicking the Save As button and entering a name for the selection The group name 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 Th
211. the T4TimeSaver program suite T4 TimeSaver NET has been rewritten from the ground up to provide a solid foundation for both current and future technology as well as for new product features Enhanced features of T4 TimeSaver NET compared to Original T4 TimeSaver e Easy to read data entry screens e Split screen data entry gives the ability to view slips and summaries side by side e Improved onscreen report preview e Enhanced printer compatibility e Ability to save returns and reports as PDF files e Ability to export reports in formats such as Excel HTML RTF and others New features in the 2008 version of T4 TimeSaver NET Ability to import Excel and XML data Convert data from the 2007 and 2008 versions of Original T4 TimeSaver and T4 TimeSaver NET CRA NR4 and T4ANR T4AP T4ARCA T1204 and T5018 returns have been added RL1 RL2 RL3 RL17 and RL25 returns have been added Merge Transfer Remove Slips and Global Changes functionality has been added Ability to print to CRA amp MRQ pre printed forms Ability to check for new updates on the T4 TimeSaver website www t4timesaver com e A subsequent release of the 2008 T4 TimeSaver NET will include federal partnership returns with the possibility of provincial Qu bec partnership returns being included at some point as well Thanks to the suggestions and request offered by its users Original T4 TimeSaver has been steadily improved over the years Likewise if you see a way t
212. the list on the right 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 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 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 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 indicated 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 T4
213. 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 Status of Slip Select O for original default value A for amended or C for cancelled This will cause the slip to be labelled 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 Footnotes Text footnotes may be entered in the fields provided These will be printed on paper copies of the T4A Footnotes for use with electronic filing submissions may be accessed by clicking on the Electronic Filing link in the top right corner of the screen 2009 ELM Computer Systems Inc 58 T4 TimeSaver NET Guide 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 RL 1 Button Clicking on this button will display the RL 1 slip associated with the displayed slip if an RL 1 exists Go To Summary Button Click on this button to display the T4A Summary for the current employer The data entry screen for the current slip will remain available via a tab beneath the toolbar 2009 ELM Computer Systems Inc
214. thin Adobe Reader to ensure that the printed reports will meet the requirements of the CRA and MRQ Failure to do so may result in your submission being unacceptable by the CRA or MRQ Scaling is not a concern when using the Quick Print button to send reports directly to your printer as this bypasses Adobe Reader 2009 ELM Computer Systems Inc Producing Reports 133 10 2 Validating Data WE Validate Data yx Companies V Default Company Default Company Current Company User Defined Groups 1 selected Retum Types Filing Options Setup Processing F T4 X Destination Validation report only cx E ipsius os a ns 15 sus Go to Output Folder Validation Option Set Output Folder V Show XML schema error messages Refresh Data Close Validation Report for CRA Submissions WE Validate Data yx Companies 7 Default Company Default Company Current Company User Defined Groups Gaston 1 selected Return Types Filing Options Setup Processing 4 Destination Validation report only ae FER Slip status 1 Original Y lar Jd Set Serial Number Output Folder Validation Opti Set Output Folder Remove Serial 5 V Show XML schema error messages Refresh Data Close Validation Report for MRQ Submissions This report will be run automatica
215. tification Section E lt Documents you have to file T5013 slips T5013 SCH 1 7 T5013 SCH 50 T5013 SCH 100 E T5013 SCH 125 T5013 SCH 141 orting documents and attachments checklist Documents you may have to file if they apply T5013A slips 7 T5013 SCH 2 5 T5013 SCH 6 T5013 SCH 8 7 T5013 SCH 10 C T5013 SCH 12 T5013 SCH 19 T5013 SCH 25 Notes to the financial statements and the auditor or accountant s report Form T5103 SCH 52 Attach to the FRONT of this information retum and _ Form s T101 Attach to the FRONT of this information retum and T Your cheque attached to the FRONT of this information retum ff you are filing the retum late and a penalty applies Calculate the penalty on form T5013 SCH 52 Penalty amount from line 110 of Form T5013 SCH 52 Original certificate for donated cultural or ecological gifts E ITC calculation schedule 1 Information slips supporting tax deductions at source Copy of elections under the Income Tax Act 7 Form T1135 _ Form T661 Attach to the FRONT of this information retum 12 1 2 5 Section F THIS SECTION OF THE T4 TIMESAVER NET MANUAL IS UNDER CONSTRUCTION IT IS NOT YET COMPLETE T5013 Summary T5013 Summary Information Return of Partnership Income Default Company Recalculate Goto Sips J Close
216. tment Reports h14 Net Pay Button The employee s net pay is calculated and displayed on the screen as you enter data into each box of the RL 1 and may prove useful as an audit check It will be calculated in one of the two following ways Employment Income Standard Deductions Other Deductions or Employment Income Standard Deductions Taxable Benefits The Employment Income is the amount entered in Box A The Standard Deductions are CPP QPP EI PPIP Income Tax Pension Plan Contributions Charitable Donations and Union Dues Note that the Standard Deduction includes both provincial Qu bec and federal taxes Taxable Benefits will be the sum of all boxes representing taxable benefits Other deductions if there are any must be entered manually to arrive at the appropriate figure for Net Pay You can switch between these two methods of calculating the Net Pay by clicking on the Net Pay 431 button and then selecting the appropriate option You can also check the Don t display net pay to remove this information from the display Go To Summary Button Click on this button to display the RL 1 Summary for the current employer The data entry screen for the current slip will remain available via a tab beneath the toolbar 2009 ELM Computer Systems Inc Entering Slips 73 5 18 RL2 Input Window _ WG RL 2 X E E RL 2 Retiement and Annuity Income Goto Summary Close Default Company
217. to Slips Button Click on this button to display the T4A NR slips for the current employer The data entry screen for the current summary will remain available via a tab beneath the toolbar 2009 ELM Computer Systems Inc Entering Summary Form Information 95 7 5 T4AP Summary _ Summary uy Bl T4A P Summary Summary of Canada Pension Plan Benefits Recalcuate Sips Default Company Total number of slips filed 0 Year 2008 Taxable CPP benefits 20 000 Total income tax deducted 22 000 Total retirement benefit 14 000 Total survivor benefit 15 0 00 Total disability benefit 16 000 Total child benefit 17 000 Total death benefit 18 000 Person to contact about this retum Cetttification First name Last name 1 Position or office Area code phone amp Extension Date on summary Person to Contact About this Return The default contact information entered on the New Company Defaults 12 page of the User Settings 128 submenu of Setup 2 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 the New Company Defaults 12 tab of the User Settings 124 submenu o
218. to this database then only the user ADMIN the creator owner shown below and the selected users can open the database All others will be restricted Select PETER JOAN Select N STUDENT Select None 7 TEMP Owner Database creator ADMIN Change Owner ADMIN Use the Data File Security utility to restrict access to the current database to selected users When the Restrict access to the current database option has been selected only users with a check beside 2009 ELM Computer Systems Inc Using Setup to Configure T4 TimeSaver NET 127 their name will be able to access the database The user ADMIN is always able 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 9 4 Contribution Rates and Constants WE Constants v X The following rates and constants are in effect for all users of T4 TimeSaver NET Canada Pension Plan Quebec Parental Insurance Plan CPP contribution rate QPIP maximum insurable eamings 60 500 00 CPP QPP max pensionable eamings 44 900 00
219. ubsequent release of T4 TimeSaver NET but will not result in errors for RL 1 submissions made using the current version of the software Original Relev Number Available only if Status of Slip is Amended Enter the number of the original Relev slip being amended This number will be printed on the slip and will enable MRQ to correlate the amended slip with the original slip See Using Serial Numbers on Relev Slips 1137 for more information on how Relev numbers are handled by T4 TimeSaver NET Current Relev Number Once a slip has been printed the Current Relev Number field will contain the number that was printed in the upper right hand corner of the Relev slip This is the number that the MRQ will use to refer to this slip in any correspondence and is inaccessible to the user See Using Serial Numbers on Relev Slips 137 for more information on how Relev numbers are handled by T4 TimeSaver NET CPP QPP Pensionable Weeks If you have selected Adjust based on number of pensionable weeks for the CPP QPP Adjustment Option on the Adjustment Options 42 section of the Company Information 113 a value must be entered into the input field CPP Pensionable Weeks This field will default to 52 or 53 depending on the value entered under Maximum Number of Pensionable Weeks but you may override this value for specific employees QPIP Exempt Box You may check QPIP box as appropriate for the current employee Do not check the QPIP exem
220. ule 2 Section B Line 103 gt Summary Line 103 Schedule 2 Section C Line 104 Schedule 2 Section D Line 104 gt Summary Line 104 Schedule 2 Schedule 6 Schedule 8 Schedule 10 Schedule 12 Schedule 52 Summary Boxes 120 121 124 125 130 128 129 141 143 144 145 110 Schedule 2 Section E Line 105 gt Summary Line 105 Schedule 2 Section F Line 106 Summary Line 106 Schedule 2 Lines 103 104 105 106 Summary Line 103 104 105 106 Schedule 6 Section R gt Summary Line 70 Schedule 6 Section S gt Summary Line 70 2 Schedule 6 Section T gt Summary Line 70 3 Schedule 6 Section U gt Summary Line 70 4 Schedule 6 Section V gt Summary Line 70 17 Schedule 8 Total Column 10 gt Schedule 1 Line 107 Schedule 8 Total Column 11 gt Schedule 1 Line 404 Schedule 8 Total Column 12 3 Schedule 1 Line 403 Schedule 8 Total Column 12 gt Summary Line 85 Schedule 10 Section 4 gt Schedule 6 Section Q Schedule 10 Section C Line 12 gt Schedule 6 Section V Schedule 10 Section B Line 11 gt Schedule 1 Line108 Schedule 10 Section B Line 17 Schedule 1 Line153 Schedule 10 Section A9 3 Schedule 1 LineA405 Schedule 12 Section D Line 1 gt Schedule 1 Line 232 Schedule 12 Section A Line 9 gt Summary Line 90 Schedule 12 Section A Line 10 Summary Line 96 Schedule 12 Section B Line 8 gt Summary Line 91 Schedule 12 Section B Line 9 gt Summary Line 97 Schedul
221. ummary T4 90 Summary T4A 92 Summary T4ANR 94 Summary T4AP 95 Summry RL1 103 Summry RL17 106 Summry RL2 105 Summry RL25 107 2009 ELM Computer Systems Inc Index 213 Summry T1204 101 Summry TAAPS 96 Summry T4PS 97 Summry T5 99 Summry T5018 102 System Settings 129 ST T1204 Slip Data Entry 68 T1204 Summary Data Entry 101 T1204 Import File Header 196 4 Slip Data Entry 54 T4 Summary Data Entry 90 T4 Adjust 45 T4 Adjusting 82 T4 Adjusting Reverse 82 T4 Adjustment Options 82 T4 Import File Header 181 4 Reversing Adjustments 82 T4 Unadjust 45 T4A Import File Header 184 Slip Data Entry 57 T4A Slip Data Entry Electronic Filing 59 T4A Summary Data Entry 92 T4ANR Slip Data Entry 60 T4ANR Summary Data Entry 94 T4ANR Import File Header 188 T4AP Slip Data Entry 62 T4AP Summary Data Entry 95 T4AP Import File Header 190 T4APS Summary Data Entry 96 T4ARCA Slip Data Entry 63 T4NETNODE 19 T4PS Slip Data Entry 64 T4PS Summary Data Entry 97 T4PS Import File Header 192 T4RCA Import File Header 191 T5 Slip Data Entry 65 T5 Summary Data Entry 99 T5 Import File Header 194 T5018 Slip Data Entry 69 T5018 Summary Data Entry 102 T5018 Import File Header 197 Technical Notes 171 technical support 15 30 Transfer Companies 111 U Unadjust T4 RL1 45 Unlocking Companies 47 Updating 15 User Administration 125 User Names 24 User Settings 121
222. urham ON D4D 4D4 CAN 123 Ewing ON E5E 5E5 CAN 123 Fergus ON F6F 6F6 CAN 123 Grimsby ON 767 CAN 123 Hamilton ON H8H 8H8 CAN 123 Islington ON 919 191 CAN 123 Jonestown 0J0 CAN 123 Kingston ON K1K 1K1 CAN 123 London ON L2L 212 CAN 123 Maple ON M3M 3M3 CAN 123 Newmarket ON 4N4 123 There is no need include columns for every heading listed in the appendix Only include the headings for which you have data Additionally if you have a column of data in your spreadsheet that you do not wish to import you can either delete the column or give it the heading NULL Any column headed NULL will be ignored by the import process 7 Save and close the Excel spreadsheet 8 Start T4 TimeSaver NET From the Tools menu choose Import and then Import from Excel File ud Import From Excel File X File to Import Select an Excel file p Select a sheet from the workbook Y Company _ Import into current company _ Import into a new company Type of data records in this sheet E Skip data validation 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 Indicate whether you wish to Import into current company or Import into a new company If you select the latter you will be prompted f
223. use of T4 TimeSaver NET Data will neither be disseminated to third parties nor will it be discussed among our technical support staff in any manner not immediately related to the resolution of these technical problems Please be advised that our technical support staff may not be able to resolve your problem if they are not able to work with a copy of your data 1 5 Receiving Updates If you supplied a valid email address with your order you will receive notification by email whenever there is a significant update to T4 TimeSaver NET Updates will be sent by Canada Post to all clients purchasing the Update Mailout Service option 4 on the order form If you did not purchase the Update Mailout Service you can download the updates from our website T4 TimeSaver at no cost Because of its size downloading an update is not recommended for those with dial up Internet connections The Downloads section of the 14 TimeSaver website will give details about all updates to T4 TimeSaver NET for the current year as well as final releases for all versions of T4 TimeSaver NET Original and NET going back to 1997 Earlier versions of T4 TimeSaver being DOS only are no longer available 2009 ELM Computer Systems Inc 16 T4 TimeSaver NET Guide 1 6 1 7 Requesting System Enhancements We value your suggestions at ELM Computer Systems Inc and will attempt as much as possible to incorporate them into future versions of T4
224. version Setup Menu Setup Menu Setup Reports Windows Help User Settings User Administration Contribution Rates and Constants File Locations Change Authorization Code Change Your Password Edit Setup Files Any menu or submenu item that is greyed out is not currently available User Settings Configures per user settings for New Company Defaults 12h T4 Adjustment Defaults Data Entry 1221 Electronic Filing and other Options 125 User Administration Opens User Administration 125 dialogue to create modify or delete user accounts manage database access restrictions and create a default user template 2009 ELM Computer Systems Inc Getting Started 29 Contribution Rates and Constants Edit Contribution Rates and Constants 27 used in CPP QPP PPIP amp El calculations amp adjustments File Locations Displays the folders 127 used by T4 TimeSaver NET for data output amp settings Change Authorization Code Used to enter a new or replacement Authorization Code 128 Change Your Password Changes the current user s password 128 Edit Setup Files To be used with T4 TimeSaver NET technical support to directly edit System Settings 2 Paths 12 and User Settings 1291 Note Some menu items lead to options that are only available in the T4 TimeSaver NET Plus These menu items will appear in the menus of the Basic version and if selected will inform the user that the chosen option is
225. wn Business Number and Web Access Code Note in 2007 CRA could only receive submissions associated with a Business Number with an RP extension This should be expanded to business numbers with other extensions for the 2008 filing season If you have not received your Web Access Code by January 9th contact the CRA support staff at 1 866 322 7849 to have one issued to you 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 CRA website T4 TimeSaver NET will save all XML files in the following format COMPANY_NAME_XXX XML where COMPANY NAME 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 T4 TimeSaver NET 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_NAME will be replaced my MULTIPLE COMPANIES T4 TimeSaver NET Plus is able to submit returns for multiple companies over the internet in a single file which can be no larger than 5Mb in size 3 500 returns You must use your own Business Number and Web Access Code to access the CRA website as you are acting as an agent for multiple companies T4 TimeSaver NET Basic is limited to submitting returns for single companies over the internet As above the file can be n
226. x D 2009 ELM Computer Systems Inc Headings for Import Files 207 Heading CANCELLED TAXABLEDIVIDEND S TAXCREDIT FOREIGNTAX QUEBECTAX SECONDINDIVIDUAL NAMESPRINCIPAL SIN TEXTATTOP Description Amounts cancelled Taxable amount of dividends Amount of dividend tax credit Income tax paid to a foreign government Qu bec income tax withheld Is second recipient an individual type 1 2 amp 6 Principal person who established trust deed First beneficiary SIN Optional text to print at top of slip Type max size Currency Currency Currency Currency Currency Yes No Text 25 Text 9 Text 15 Comments Examples amp Defaults Box E Box Box G Box H Box I 2009 ELM Computer Systems Inc 208 T4 TimeSaver NET Guide 2009 ELM Computer Systems Inc Index 209 Index A About 11 Accessing Last Year s Data 118 Add Company 31 Add Slip 25 31 Adding Features 16 Adding Slips 50 Adjust T4 RL1 45 Adjusting T4 Slips 82 Adjustment Options Company 42 Adjustment Options CPP QPP 82 Adjustment Options El 83 Adjustment Options Global 112 Adjustment Options PPIP 84 Adjustment Options Setting 82 Adjustment Report Printing 141 Adjustment Defaults 121 Adjustment Other Options 85 Adjustment Transfer Over Remittance 84 Administration User 125 Authorization Code 23 Authorization Code Change 128 B Backing Up Data 17
227. xable amount of dividends other than eligible dividends 51 1 0 00 Dividend tax credit for dividends 51 2 0 00 Actual amount of eligible dividends 52 0 00 Taxable amount of eligible dividends 52 1 0 00 Dividend tax credit for eligible dividends 52 2 0 00 Interest from Canadian sources 50 0 00 Foreign dividend and interest income 55 0 00 Business investment loss 56 0 00 25 T5013 Slip Screen 2 2009 ELM Computer Systems Inc Partnership Forms Plus Version Only 161 _ T5013 m Other information 0 00 Other information 0 00 Other information 0 00 Other information 0 00 Renounced Canadian exploration expenses Renounced Canadian development expenses Assistance for Canadian exploration expenses Assistance for Canadian Development expenses Portion subject to an interest free period CEE Expenses qualfying for an ITC Portion subject to an interest4ree period ITC Adjusted at isk amount Expenses qualifying for BC tax credits Expenses qualifying for SK tax credits Expenses qualifying for MB tax credits Expenses qualifying for ON tax credits Other information Other information Tax shelter information Number of units acquired Cost per unit Total cost of units Limited recourse amounts At risk adjustment Other indirect reductions Other information Descriptive information table Renounce adian exploration and deve
228. y Currency Currency Currency Currency Currency Currency Currency Comments Examples amp Defaults Required field CAN USA etc 0 Original 1 Amended 2 Additional 3 Cancelled 4 Duplicate CAN USA etc 8 decimals 8 decimals 2009 ELM Computer Systems Inc Headings for Import Files 199 RETURNOFCAPITAL Return of capital box 27 Currency AO1TEXT1 Generic box 1 Province Country Text 3 AO1TEXT2 Generic box 1 Box number Text 6 A01AMOUNT Generic box 1 Amount Currency AO2TEXT1 Generic box 2 Province Country Text 3 AO2TEXT2 Generic box 2 Box number Text 6 AO2AMOUNT Generic box 2 Amount Currency AOSTEXT1 Generic box 3 Province Country Text 3 AOSTEXT2 Generic box 3 Box number Text 6 AO3AMOUNT Generic box 3 Amount Currency AO4TEXT1 Generic box 4 Province Country Text 3 AO4TEXT2 Generic box 4 Box number Text 6 AO4AMOUNT Generic box 4 Amount Currency 2 Canadian and foreign net business income loss Boxes 35 34 NETBUSINESS Business income box 35 Currency NETPROFESSIONAL Professional income box 37 Currency NETFARMING Farming income box 41 Currency NETFISHING Fishing income box 43 Currency NETOTHER Other income box 30 Currency GROSSTOTALINCOME Total gross income box 34 Currency 3 Canadian and foreign investments and carrying charges Boxes 26 59 NETRENTAL Net rental income box 26
229. y 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 slip in current sort order 2009 ELM Computer Systems Inc 26 T4 TimeSaver NET Guide 2 5 3 2 5 4 Last Slip CTRL PgDn Displays last slip in current sort order View Menu View Menu View Company Forms Tools Status Bar Slip Editing ToolBar Company Selection ToolBar Start Page Any menu or submenu item that is greyed out is not currently available Status Bar Toggles display of the status bar at the bottom of the T4 TimeSaver NET window Slip Editing ToolBar Toggles display of the Slip Editing ToolBar of 0 00 ETES 102 Company Selection ToolBar Toggles display of the Company Selection ToolBar Default Company EN A Start Page Toggles display of the Start Page PA Start Page X Getting Started Database F Users S TEPHEN n 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
230. y the information in the Default Employee Address section of the data entry screen to all employees of the current employer or all slips for the current company User Defaults If you have changed any of the adjustment options pressing the User Default button will restore the default values that were recorded during setup You will be asked to confirm the copying of this information Sometimes it may be necessary to make changes to the T4 Adjustment options for a number of companies Instead of making the changes on each company s T4 Adjustment Options tab you can make the changes on the T4 Adjustment Defaults tab in the Setup menu Then simply press this User Defaults button on the T4 Adjustment Options tab for each individual company 44 Deleting a 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 8 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 in the space below and click Delete Delete Cancel 4 Adjust Unadjust TA Slips This option opens the Print Adjustment Report window The menu allows you perform the functions associated wi
231. you if you need to re file your submission Provide complete external labelling showing the transmitter s name and telephone number the transmitter number and your submission file name Filing Courier or mail the diskette to the following address Electronic Media Processing Unit Ottawa Technology Centre Canada Revenue Agency 2009 ELM Computer Systems Inc 152 T4 TimeSaver NET Guide 11 5 875 Heron Road Ottawa ON K1A 1A2 Internet Filing to CRA T4 TimeSaver NET is able to utilize CRA s URL for internet filing of the T4 T4A and the T5 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 5Mb 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 http Awww cra arc gc ca eservices iref other ift ready e html Click the Enter Internet File Transfer XML Secure Web Site which will open a page entitled Disclaimer T4 Internet File Transfer XML Read and agree to the CRA terms and conditions disclaimer then enter the Account Number Business Number and Web Access Code for the company for which you are filing an internet return If you are submitting returns for multiple companies you can enter your o

T4 TimeSaver.NET Help & User Guide

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T4 TimeSaver.NET Help &amp; User Guide

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T4 TimeSaver.NET Help & User Guide