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T4 TimeSaver.NET Help & User Guide

1. Start Page WE RL 2 Summary X eaea RL 2 Summary Retirement and Annuity Income Fing Status Recacdate Goto Sips Demo Company Year 2009 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 000 Other payments c 0 00 Refund of RRSP paid to spouse D 0 00 Death benefits E 0 00 Refund of unused RRSP F 0 00 Taxable because of revocation G 0 00 Other income H 0 00 Entitlement to a deduction 1 0 00 Tax withheld at source J 0 00 Income eamed after death K 0 00 Withdrawal under LLP L 000 Tax paid amounts M 0 00 Withdrawal under HBP 0 00 Certification Position or office Area code phone Date on summary Certification The default certification information entered on the New Company Defaults 77 tab of the User Settings 182 submenu of Setup 331 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 lowe
2. US Start Page 43 RL 17 Summary X RL 17 Summary Remuneration Respecting Employment Outside Canada Ring Status Recalculate Goto Sips Demo Company Total number of slips filed 0 Year Total deductions A 0 00 Total income for year B 0 00 Total income for stay C 0 00 Total allowance for year D 0 00 Total allowance for stay E 0 00 Person to contact about this retum Certification 76 First name Last name Position or office 78 Area code phone amp Extension Date on summary Person to Contact About this Return The default contact information entered on the New Company Defaults 174 page of the User Settings 11821 submenu of Setup 3 menu will appear in this area If no default information was entered these fields will be blank In either case you can enter or change the information at this time Certification The default certification information entered on the New Company Defaults 17 tab of the User Settings 182 submenu of Setup 331 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 se
3. SE sua Page zu T4 Statement of Remuneration Paid J j Demo Company Sumame First name Initial DEMO T4 Social insurance number 12 Address line 1 this street Employee number Address line 2 that street Employment code B City Province that prove D CPP pensionable weeks 52 00 Status of slip B Original Postal code Country H Province of employment 10 E Year 1 T4 Slip 2 RL 1 Slip 3 e Slip Entered Adjusted Employment income 14 0 00 Employee s CPP contributions 16 0 00 Employee s QPP contributions 17 0 00 Employee s El premiums 18 0 00 RPP contributions 20 0 00 Income tax deducted 22 0 00 El insurable eamings 24 0 00 CPP QPP eamings 26 0 00 Exempt 28 CPP QPP 7 PPIP Do not adjust 7 CPP aPP r E E PPIP Union dues 44 0 00 Charitable donations 46 0 00 RPP or DPSP registration 50 Pension adjustment 52 0 00 PPIP premiums 55 0 00 PPIP insurable eamings 56 0 00 Other Information Box 1 0 00 Box 4 0 00 Box 2 a 0 00 Box 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 will automatically insert into Box 10 the code for the prov
4. 2010 ELM Computer Systems Inc 118 T4 TimeSaver NET Guide US Start Page RL 1 Summary Remuneration subject to the contribution 40 p od x 0 08 96 41 0 00 Contribution to the Workforce Skills Development and Recognition Fund WSDRF Payroll f over 1 000 000 00 50 000 x1 5 0 00 Eligible training expenditures complete the work chart in Part 3 52 0 00 Subtract line 52 from line 51 0 00 53 0 00 Add or subtract amounts on lines 27 39 41 and 53 Balance 70 0 00 71 0 00 72 0 00 Part 3 Work chart Balance of eligible training expenditures carried 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 Amount used to reduce or cancel the contribution on line 51 Cary 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 0 00 QPP income tax and compensation tax line 27 91 0 00 Health services fund line 39 92 0 00 CNT fine 41 93 0 00 WSDRF line 53 94 0
5. 4 Certification First name Last name Position or office 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 T4A Summary form Person to Contact About this Return The default contact information entered on the New Company Defaults 175 page of the User Settings 11821 submenu of Setup 331 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 77 tab of the User Settings 1182 submenu of Setup 331 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 14 screen Filing Status Button 2010 ELM Computer Systems Inc 104 T4 TimeSaver NET Guide Clicking on the Filing Status button displays a window where the filing status of the current return for the current company ca
6. 114 T5018 SUMMA m S 115 T2202A Summary 116 RB IL E 117 2 5 2 2 25 M es 120 ec LL 122 RES DIL 124 RETZ S ummary 125 25 SuMmMArV PE 126 Partnership Forms Plus amp Enterprise Versions Only 130 T5019 nr en ee 131 REIS MN T 133 Producing Reports 135 A Note on Using Adobe Reader to Print Reports ss 135 Validating Data 1 6 LLL 136 Printing SUS isc soc LC 137 2010 ELM Computer Systems Inc Contents 7 Part XI Oo Oi Part XII 1 a amp N Using Serial Relev Numbers on RL Slips sn 140 Printing Summary Reports sinsenneneensnnneenennennnnennneennennenss 141 Printing Adjustment Reports 144 Printing Edit List Reports 0 reg Eres 145 Printing Company 146 Printing Company Filing Status 147 Electronic Filing 150 Electronic Filing 150 Instructions for CRA Returns elec eene seen naa sanam naa 153 internet Filing
7. 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 canceled This will cause the slip to be labeled appropriately as required by 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 14 for more information on how Relev numbers are handled by T4 TimeSaver 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 2010 ELM Computer Systems Inc Entering Slips 87 refer to this slip in any correspondence and is inaccessible to the user See Using Serial Numbers on Relev Slips 141 for more information on how Relev numbers are handled by T4 TimeSaver Source of Income Double clicking on the field or hitting the F2 key to view the complete list of options Go To Summary Button
8. Status of slip a Original Tax year 2009 Country code Payer or remitter identification number Foreign or Canadian tax id number Income code Currency code Gross income Non esident tax withheld Exemption code Line 1 u B s EB s 00 m7 0 00 3 B Line 2 2 B s B x 000 2 0 00 z 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 canceled This will cause the slip to be labeled appropriately as required by CRA It will also cause the slip to be included or excluded appropriately whenever the Amended only or Originals only options are chosen 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 l
9. 24 Main ect 25 Fil Cnr E 25 zal M 26 Menu 27 Company Menu 28 F rms dit 29 EIE vaste 30 Features n 31 EIIUDBEae a ete 33 Reports M nU z s coire nn te ege Rura dnd nd ee ni NN DR RS pa raie ane ecran ere rau rio ca adieu 34 ComimoniE ealttlres 1 55 52 5 0 Ote HERR e Ie e CET fee ETHER ES 35 Windows MON eC 37 La i e 37 uU 38 Use of Special Keys i see ie inre 39 Special ICOhs 3 E 39 Split Screen OPHIONS 52522227 40 Hine viai 40 Getting Help eh ects reis Id LIT Dee Led eae 41 Working with Databases 44 Convert Database eee den rale ene cce sh a concen prora a une E 44 2010 ELM Computer Systems
10. 62 4 Selecting Sp S rene Mr mere den e tete eec 62 5 Entermg Neri 62 6 e Slip Tab E RP 63 Overriding Calculated Fields snennnnnnennnennennns 63 8 NR4 Input e 64 9 T4 Input WIndOoW eterne 66 10 Input WIndOOW A ee cect E 69 Electronic Filing Input Window in nnns nnns nnns 71 11 T4ANR Input WindoOW ss ssssnnnnsrnnsnnnnnnnsnnnnennnnnnenennnnnennennnnnnnennnnnnnnns 72 12 Input Window eene eren nnnnn nnn inse nnne inse nnmnnn ennan nnmnnn nnna 74 13 TAARCA Input Window tnc uade aen 75 14 TAPS Input WindoOW n unu tic eei ed mie tn Ee OERA 76 15 TS Inp t WiIndoOW eI ess 77 16 T1204 Input WIndOW 2 112 c 0 dance ccc ca ice cre in eec prre 79 17 T5018 Input Window cessere 80 2010 ELM Computer Systems Inc T4 TimeSaver NET Guide 18 19 20 21 22 23 24 Part VI 1 2 3 Part VII o
11. BR e NT oar won o 17 Part VIII Part IX T2202A NpUut Wind 81 RA Input Wind 83 RL2 Input WINdOW a aE ENANA ANAE aAA 86 RES Input Wind OW tes tee See eee ER AAAA AAE ERa ENE AA A EA 88 RLS Input Wii OW eie cae ELA See acne eae eet 90 RETZ Input WIndOW ise oats caret arco ces elu 91 RL25 Input WindOW 1 11 teccenbecteeeeascetcerendcctieevseuctaceucedudewes sotuevessenceuenssectbeessscuueess 93 Adjusting T4 amp RL 1 Slips 97 Making Adjustments to T4 and RL 15 eene nennen nennt nnne 97 Reversing Adjustments 97 Setting Adjustment Options eennnnerennnnnnnnnnnnnnenss 97 Entering Summary Form Information 99 NRA SUMMARY sic ER 99 T4 Sumimaty cuo LLL stuseauced eri T 101 USE E E M PP 103 IP IEBD amp mBRMmcE M 105 SUMMARY E 107 IET enit DEED 108 TAPS ESS E 110 TS SUMMAFV nn O TET nee md ane dents P een ua tu s 112 T1204 SUMMAL Yio ci n
12. 2010 ELM Computer Systems Inc Appendices 209 Heading FORINC FORTAX ROYALTIES ACCRUED RESOURCE CURRENCY TRANSIT ACCOUNTNO TEXTATTOP EMAILADDRESS OKTOEMAILSLIP Description Foreign income box 15 F Foreign tax paid box 16 G Royalties from Cdn sources box 17 H Accrued income Annuities box 19 J Resource allowance deduction box 20 Foreign currency code box 27 Transit box 28 Recipient account number box 29 Optional text to print at top of slip Recipient email address Permission granted to email slip Additonal Headings for RL 3 fields NEEDR3 ISINTERESTSAVINGSBONDS ACCOUNTNORS TEXTATTOPRS3 COMPANY NAME1 Recipient needs RL 3 Is interest from Fed or Qu bec savings bonds Other ID Recipient Number RL 3 Optional text to print at top of slip Name of company with which the slip is associated Comments Examples amp Defaults Type max size Currency Currency Currency Currency Currency Text 3 Text 10 Text 16 Text 15 Text 255 Yes No Yes Yes No Yes No Text 16 Text 15 Text 30 T4 TimeSaver Enterprise only Optional field 2010 ELM Computer Systems Inc 210 T4 TimeSaver NET Guide 13 7 10 Headings for T1204 T4 TimeSaver Plus amp Enterprise Only Cell A1 must contain T1204 Heading NAME1 NAME2 ADDRESS1 ADDRESS2 CITY POSTAL PROV COUNTRY YEAR RECTYPE SERVICEPAYMENTS MIXEDPAYMENTS
13. If the current password has been forgotten the administrator logged in as ADMIN will need to use the User Administration 177 function of the Setup 33 menu to change the password for the user 12 8 Edit Setup Files 12 8 1 System Settings This feature allows the direct editing of the global system settings found in the TANET 2009 INI file The System Settings option should only be used under the supervision of ELM Technical Support 12 8 2 Paths This feature allows the direct editing of the file location settings found in the TANET Paths INI file The Paths setup option should only be used under the supervision of ELM Technical Support 2010 ELM Computer Systems Inc 182 T4 TimeSaver NET Guide 12 8 3 User Settings This feature allows the direct editing of the session settings for the current user found in the username INI file where username designates the logon name of the current user The User Settings option should only be used under the supervision of ELM Technical Support 2010 ELM Computer Systems Inc Part XIII TIMESAVER NET 184 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 Bac
14. Default Company 50 M a 000 e 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 drop down box to select from the list of companies Select a different company 8o Opens the list of companies Highlight the desired one and click Select Add a new company Opens the Add new company dialog window Edit company information 218 Opens the Edit company information dialog window Print current form Opens the Print dialog window for the currently open form Revert s Restores data entry fields to their original values 2010 ELM Computer Systems Inc Getting Started 39 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 9 Go to first form Switches to the first slip for the company in the current sort order Go to previous form o 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 A Opens the list of recipients to
15. GotoSips Demo Company Number of RL 1 slips includes active slips only RL 1 slips filed on paper 0 RL 1 slips filed on electronic media 0 en ue Note Transmitter number is entered in Number of active slips entered 0 Setup User Settings Electronic Filing 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 wr Employer contributions 2 0 00 3 0 00 QPIP premiums Employee premiums RL 1 box z 000 Employer premiums g 9x Quebec income tax RL 1 slips box E O we RL 25 slips box 00 w oo RL2 slips box J et 000 12 0 00 Compensation tax Check here if exempt from compensation tax QELS ish Es 0x x 196 21 0 00 Add lines 3 9 12 and 21 Subtotal 2 0 QPP contributions QPIP premiums income tax and compensation tax remitted during the year 26 0 00 Subtract line 26 from line 25 Total z 0 00 Contribution to the Health Services Fund Boxes A on RL 1 slips me Adjustments 0 00 Total payroll for detemining rate to be entered 36 28 000 Wages subject to the contribution we Exempt wages B 2 oo Stet ne 320m 20 CS xx 78 C w Contributions to the Health Services Fund remitted during the year 38 0 00 Subtract ine 38 from line 37 Total 39 000
16. premiums insurable eamings E Ox O I A ee ee DL 05 EE gt Private health services plan QPIP exempt Travel in remote area Do not adjust GPIP Footnotes Other benefits Commissions Charitable donations Other income Multi employer insurance plan Optional text to print at top of slip Deferred salary or wages Income situated on a reserve Tips allocated by employer E 0 00 Meals and accommodation V Tips received Phased retirement U 0 00 Personal use of motor vehicle W 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 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 canceled This will cause the slip to
17. 2010 ELM Computer Systems Inc TIMESAVER NET art Introduction 11 1 Introduction 1 1 About T4TimeSaver NET Since its introduction in 1988 T4 TimeSaver has been used by thousands of Canadian businesses each year to reliably produce CRA and MRQ information returns Originally written for MS DOS T4 TimeSaver was rewritten for the Windows environment in 1997 and subsequently updated to run on the NET framework in 2007 If you have need of one of our older versions all T4 TimeSaver releases from 1997 on are available for download from our website www t4timesaver com The T4 TimeSaver development team is committed to providing software for producing Canadian information returns that is superior to any other system With that in mind this newest version of the T4TimeSaver program T4 TimeSaver NET has been rewritten from the ground up to provide a solid foundation for ongoing product development and simplify the addition of new product features New features in the 2009 version of T4 TimeSaver NET include e Introduction of T4 TimeSaver Enterprise version with the following enhanced features o enhanced reporting and management functions o event viewer o Create individual PDFs for recipient slips o email PDF slips to recipient o use import to update existing data Database backup and restore Database repair can backup the database before repairing it Enhancements to improve usefulness at non standard screen re
18. You will be given the option to install T4 TimeSaver in one of two ways As either a Workstation or Network Administrator installation Workstation Installation Select Workstation from the Select Install Type window if you will install T4 TimeSaver individually on each workstation This will install the program on any local hard drive or network drive available to the workstation and place all support files and resources required by the program on the workstation s hard drive This is the best option to choose if you do not have a network or will be using T4 TimeSaver on a small number of workstations Network Administrator Installation Select Network Administrator from the Select Install Type window if you will install T4 TimeSaver on a network drive for subsequent distribution to each workstation At each workstation you will be 2010 ELM Computer Systems Inc Getting Started 21 required to run TANETNODE EXE from the network drive to copy the files needed to run the program onto the workstation This is the best option to choose if many people will be using T4 TimeSaver on computers connected by a network T4 TimeSaver Net 2009 caza Select Installation Folder a ues The installer will install T4 TimeSaver Net 2009 to the following folder To install in this folder click Next To install to a different folder enter it below or click Browse Eolder C Program Files Elm Computer Systems T4
19. 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 companies 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 11 3 Global Changes 11 3 1 Adjustment Options 43 Start bal Changes Adjustment Opti X Companies 5402 Clear Sample Company Sample Company Current Company Mi User Defined Groups Save As Exception Filing Status 1 selected Display and process in selection sequence CPP QPP Adjustment Options Transfer Over Remittance Change these settings Change this setting Other Options Change these settings El Adjustment Options Change these settings PPIP Adjustment Options Change these settings Close Defaults Use the Global Changes Adjustment Options tool to modify the adjustment options for any number of com
20. 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 5 page of the User Settings 181 submenu of Setup 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 displayed and can be printed if desired 2010 ELM Computer Systems Inc 152 T4 TimeSaver NET Guide Start Page V Electronic Filing 9 Validation Report X 0m Gus Submission cannot be filed Please see Critical Error Report Electronic Filing Critical Error Report Database C2 Users Peter Rhebergen Documents T4 TimeSaver NET 2009 Data Demo TO9N Printed 2 22 2010 at 10 50 AM Returns T4 Companies DEMO The items in this list must be corrected before filing the selected data electronically Click here for information about using electronic filing validation reports Company DEMO Name on T4 Slip Peter A Edit slip Error Message Employee sumame is missing Data as entered Data is missing XML Schema Error element is invalid The value is invalid according to its datatype char20Type The actual length is less than th
21. NR4 F R1 ili i ion Pe ee Clear Al 7 Demo Company aD Bm Fing Staus Rons Dates Orentation Porst All Companies gt T4A R3 zi Size Leter E TAANR 7 15 User Defined Groups M T44P 17 Margins v TAARCA R25 F T4PS Save As Tul Refresh IF T5013 Global Set A em E T5018 L Campan Summan Close Company Category T4 name Status Some menu items lead to options that are not available in all versions of T4 TimeSaver These menu items may appear in the menus and if selected will inform the user that the chosen option is available only in a higher version Forms Menu Forms Menu Tools Setup Setup T4 5 NRA TAA gt T4 T5 gt TAA T4A NR T4A P TAA RCA T4PS Forms Menu Lite 5 T1204 T5018 722024 Repor Forms Tools Repor Y vv Y ov Y Y Y Y RL 1 RL 2 RL 3 RL 8 RL 17 RL 25 Y Y Y Forms Menu Basic Forms Tools Setup Repor NR4 T4 gt T4A T4A NR gt T4A P gt T4A RCA b mps gt TS T1204 T5018 T2202A 1 RL 1 gt RL 2 RL 3 RL 8 RL 17 gt RL 25 Partnership Federal gt Partnership Quebec gt Forms Menu Plus amp Enterprise Any menu or submenu item that is greyed out is not currently available The Forms Menu lists all forms available in your version of T4 TimeSaver and is used to access the various informa
22. 192 Headings for ie 193 Headings for T4 amp REA waisssiscticcsceccccvsseurstecesastacadeaasecesccsedsarvassestecdnadsevacsavensduadiodndecsoasectucnatedseniassessecabavdersibedvedsnee 195 Headings f r RE RER erret ER EDP SE RS 198 Headings for T4A NR 201 Headings for E DP 203 Headings for TAAR CA 2 2 S 205 Headings for TAPS een RS Re cautes hems PNR ne ten ee sde 206 Headings for T5 EcL 208 1204 PRO RS PR RS 210 Headings for T5018 erect cn 211 Headings tor T2200 etenim ac eaten ee eared ee AS LUI ia use DIUI d LE 212 Headings for 2202 eoi 216 Headings for T5013 ss nan nn es nee ne este aaan kaAas EES 218 ReadingsS for RL2 soe sn E T E E 222 Headings for RLB ipress MH 224 Headings for REIS L 225 Pleadings REA reet 229 Headings for RE25 sivscvaicsccnctsdcscescccveseniouccecettacathateevesecsedersuiseotstsaatbevacedsoucdvaciodndedsonsuetdenatedsesiasncssecandveceaibedsetsnve 231 Index 234 2010 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 information return preparation tool that it is today Thank you
23. Copy Employee Information F7 Paste Employee Information Shift F7 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 may be selected for display List Valid Options F2 Lists valid inputs for fields flagged with the B icon 2010 ELM Computer Systems Inc Getting Started 27 2 5 3 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 Last Slip CTRL PgDn Displays last slip in current sort order Insert Company Address Shift F6 Pastes the address of the current company into the displayed information slip Copy Employee Information F7 Copies employee name and address data from the displayed information slip Paste Employee Information Shift F7 Pastes employee name and address data into the displayed information slip Some menu items lead to options that are not available in all versions of T4 TimeSaver These menu items may appe
24. T4 TimeSaver Plus and T4 TimeSaver Enterprise versions are required to enable multiple 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 8 Warranty Information We warrant to you for ninety 90 days from the date you received the software package that the package contains an accurate reproduction of the program and the copy of the User Manual is accurately reproduced The program itself is excluded from our warranty To obtain replacement of these materials you must i return the inaccurate package or copy of the User Manual to us within the warranty period or ii first notify us in writing within the warranty period that you have found an inaccuracy and then return the materials to us This limited warranty only covers the original user of the software package and we make no other warranties expressed or implied ANY AND ALL WARRANTIES RELATING HERETO ARE LIMITED IN DURATION TO THIS NINETY DAY WARRANTY PERIOD REPLACEMENT OF THE DISK CONTAINING THE PROGRAM OR USER MANUAL IS YOUR EXCLUSIVE REMEDY AND SOLE MEASURE OF RECOVERABLE DAMAGES 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 wa
25. e The bottom serial number is associated with the paper copy and is assigned when the forms are printed The procedure to ensure that both serial number print correctly on any paper Relev slips would be to Enter the slips into T4 TimeSaver Check for errors in data entry Process the electronic filing submission file This assigns the top serial number Print the slips this will assign the bottom serial number Since the XML processing was done first both serial numbers will print 2010 ELM Computer Systems Inc 158 T4 TimeSaver NET Guide 10 3 2 Internet Filing to MRQ T4 TimeSaver is able to utilize MRQ s URL for Internet filing of Relev returns When the Internet filing option is selected as the destination for the Electronic Filing submission an Internet Filing dialog box will appear once the Process button is selected You will be warned if the file size exceeds the maximum of 150Mb allowed by the MRQ for Internet filing Make note of the information given and click the Go to Internet Filing Page button to continue The following web page will be opened Revenu Qu bec anan Home Site Map Contact Us Qu bec Porta Q CITIZENS BUSINESSES ONLINE SERVICES DEPARTMENT gt FORMS AND PUBLICATIONS Online Services Forms Publications Administrative Documents amp Print Share B All Individuals Businesses Self employed persons If you wish to Income tax Consumption taxes
26. 1 Protect current database from unauthorized access The protect database from unauthorized access option is a feature which will configure the selected database so that it cannot be opened by programs otherthan T4 TimeSaver ome Data Security Lite amp Basic Wa Start Page WE Data Security I Restrict access to the current database E Protect user settings database from unauthorized access 1 Protect current database from unauthorized access if you restrict access to this database then only the user ADMIN the creator owner shown below and the The protect database from unauthorized access option seeded wore can open the database All others will be is a feature which will configure the selected database pu so that it cannot be opened by programs otherthan T4 TimeSaver Owner Database creator MANUAL Save and close Data Security Plus amp Enterprise 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 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 2010 ELM Computer Systems Inc Using Setup to Configure T4 TimeSaver NET 179 The owner of a database typically its creator has the ability to
27. 2 amp 6 Text 30 INITIAL2 Second beneficiary middle initial type 1 2 amp 6 Text 1 ADDRESS1 Address line 1 Text 30 ADDRESS2 Address line 2 Text 30 CITY City Text 28 PROV Province code Text 2 POSTAL Postal code including space Text 10 COUNTRY Country in address Text 3 CAN USA etc BENEFICIARYNUM Employer assigned number Text 20 TRANSIT Bank transit number Text 10 RECTYPE Recipient type box 23 Text 1 1 REPORTCODE Status of slip Text 1 R Original A Amended or D Cancelled SIN2 Second beneficiary SIN Text 9 ACTUALDIVIDENDS Non Eligible Dividend amount Currency Box A1 ACTUALDIVIDENDS E Eligible Dividend amount Currency Box A2 CAPGAINS Total net Capital Gains Currency Box B CAPGAINSEXEMPTION Farm or small business capital gains Currency Box C OTHER QPP and other amounts Currency Box D CANCELLED Amounts cancelled Currency BoxE TAXABLEDIVIDENDS Taxable amount of dividends Currency 2010 ELM Computer Systems Inc 232 T4 TimeSaver NET Guide Heading TAXCREDIT FOREIGNTAX QUEBECTAX SECONDINDIVIDUAL NAMESPRINCIPAL SIN TEXTATTOP EMAILADDRESS OKTOEMAILSLIP COMPANY NAME1 Description 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 Recipient email
28. 43 Start Page 8 Print TA Edit List X Companies Select specta E Sameie Company Sample Company Curent Company User Defined Groups Save As Exception Fing Status __ Display and process in selection sequence Fields Options Tee 3 psby Selected Year Eu Table Refresh Data Pensionable weeks II Clear 10 Province employ Orientation Portrait Z 12 SIN 14 Income Paper Size Letter Close 16 a 4 17 QPP Margins Normal xj 18 El 20 RPP contributions Vo Toit 1 7 22 Income tax Print addresses No 24 El eamings 26 CPP eamings c Print inactive slips No X 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 av
29. 6 Other information amount 6 Other deductions from Net Pay Optional text to print at top of slip Recipient email address Permission granted to email slip Additional headings for RL 1 fields CODEBOXOR1 SLIPSTATUSR1 IDNOQ ISBUSINESS Code for Box O Status of slip Recipient Quebec identification number Recipient is business Type max size 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 255 Yes No Text 2 Text 1 Numeric 10 Yes No Comments Examples amp Defaults For net pay calc Yes Original A Amended or C Cancelled 2010 ELM Computer Systems Inc Appendices Heading INCOMER1 RPPR1 TAXR1 UNIONR1 QPPEARN HEALTHR1 TRAVELR1 OTHERTBR1 COMMISSIONS CHARITABLER1 OTHERINC INSURANCE DEFERRED INDIANINC TIPS TIPSALLOCATED PHASEDRETIRE HOUSING AUTOR1 FNOTE1R1 FNOTE2R1 FNOTE3R1 NETPAYOTHERR1 TEXTATTOPR1 COMPANY NAME1 Description Employment income box A Reg Pension plan contr box D Qu bec income tax deducted box E Union dues box F QPP pensionable earnings box G Private health insurance box J Travel box K Other taxable benefits box L Employment commissions box M Charitable donations box N Other taxable income box O Multi employer insurance box P
30. Annuity and Other Income _GotoRL1 GotoSummay cose Defauit Company Sumame Fist name Initial Tax year 2008 Status of O original Address ine 1 Social insurance number 12 Address line 2 Footnote code s n City Province El business number 13 Postal code Country B Recipient s number 14 1 General 2 Electronic Filing Information on this page is used only for filing electronically via XML Boxcodes Bx B Bx27 B Footnote description Bx B amp xz B amp 2 B amp s2 B amp oc BM B Unregistered pension plan 16 0 00 Board and lodging at special work sites 2 oo Status Indian exempt income pension or superannuation 16 0 00 Medical travel 28 0 00 Lump sum payments accrued to December 31 1971 18 oo Loan benefit under subsection 80 4 2 28 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 00 Scholarships fellowships or bursaries z Lump sum payments out of a 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 00 18 0 00 Death benefits 2 Lump sum payments unregistered pension benefits w oo Medical premium benefits 28 0 00 Lump sum payments no transfer of funds 18 0 00 Disabilty benefits 28 Installment or annuity payments under a DPSP 24 0 00 Group tem life insurance benefit 28 0 0
31. Deferred salary box Q Exempt income for an Indian box R Tips received box S Tips allocated box T Phased retirement box U Meals and accommodation box H Personal use of auto box W Footnote 1 Footnote 2 Footnote 3 Other deductions from Net Pay Optional text to print at top of slip Name of company with which the slip is associated Type max size Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Text 30 Text 30 Text 30 Currency Text 15 Text 30 Comments Examples amp Defaults For net pay calc T4 TimeSaver Enterprise only Optional field 197 2010 ELM Computer Systems Inc 198 T4 TimeSaver NET Guide 13 7 4 Headings for T4 TimeSaver Plus amp Enterprise Only Cell A1 must contain T4A 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 RETIRING 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 1s
32. F7 combination of keys e Slip Tab T4 TimeSaver Enterprise Only 48 Start Page 48 T2202A VUE T4 RL 1 X Status T4 RL 3eslip Status G Demo Status Adding new form Press Escape to cancel Sumame First name Initial Address line 1 Address line 2 City Province Postal code Country nRasse es Information slips can be distributed electronically for example by e mail if you have received the employee s consent in writing or electronic format Email address v Recipient consents to receive electronic copy of slip Filename of slip pdf file Email delivery status When using T4 TimeSaver Enterprise you will see an e Slip tab on many of the information slip data entry screens Use the fields on this screen to enter an email address for the slip s recipient This email address can then be used to email a copy of the slip in electronic format to the recipient rather than collating and mailing paper slips The slip will be sent to the recipient as a PDF file You are required to obtain the employee s consent before you can distribute slips in electronic format Email address Enter the recipient s email address When emailed the PDF slip will be sent to this address The checkbox Recipient consents to receive electronic copy of slip is selected by default for all recipients of
33. Goto Sips Sample Company Total number of active slips entered DEA Total tuition fees A 0 00 Total parttime months B 0 Total fulltime months C 0 Filing Status Button Clicking on the Filing Status button displays a window where the filing status of the current return for the current company can be selected Changes made to the filing status apply only to the current return for the current company Available filing status options are e Not Required A return of this type is not required for the current company e Need Return A return of this type is required for the current company e Entered Data has been entered for this return e Checked Data entered for this return has been checked e Filed This return has been filed with the CRA and or Recalculate Button Click this button to recalculate all calculated values this will also return all overridden 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 2010 ELM Computer Systems Inc Entering Summary Form Information 117 7 12 RL1 Summary Start Page 8 RL 1 Summary x RL 1 Summary Summary of Source Deductions and Employer Contributions Pins Status 1
34. Other income 35 0 00 Total amount forfeited 36 0 00 Actual amount of dividends otherthan eligible 24 0 00 Taxible amount of dividends other than eligible 25 0 00 Dividend tax credit for div otherthan eligible 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 canceled This will cause the slip to be labeled appropriately as required by CRA It will also cause the slip to be included or excluded appropriately whenever the Amended only or Originals only options are chosen 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 e Slip Refer to e Slip 631 for information on using the e Slip tab This feature is available in T4 TimeSaver Enterprise only 2010 ELM Computer Systems Inc Entering Slips 77 5 15 T5 Input Window WA Start Page 43 TS RL 3 X E E T5 Statement of Investment Income
35. Plus amp Enterprise Only US Start Page ud T5018 Summary X i 15018 Summary Summary of Contract Payments Fing Status Recaluste Sips Demo Company For period ending Total number of slips filed 80 0 Total construction subcontractor payments 82 0 00 Trade name f different from legal name Goods and Services Tax Account number Language English French Person to contact about this retum Certification 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 174 page of the User Settings 11821 submenu of Setup 33 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 17 tab of the User Settings 182 submenu of Setup 331 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 t
36. Province code Postal code including space Country in address Social insurance number Taxation year Employee number Job title amp brief description of duties Question 1 Yes Question 1 No Question 2 Yes Question 2 No Question 2 Area of travel Question 3 From date Question 3 To date Question 3 Break in employment Question 4 Vehicle allowance Yes Question 4 Vehicle allowance No Type max size Text 30 Text 12 Text 1 Text 30 Text 30 Text 6 Text 2 Text 10 Text 3 Text 9 Integer 4 Text 20 Text 100 Yes No Yes No Yes No Yes No Text 60 Date mmm dd yyyy Date mmm yyyy Text 60 Yes No Yes No Comments Examples amp Defaults Required field CAN USA etc Yes checkmarks box No will not Yes checkmarks box No will not Yes checkmarks box No will not Yes checkmarks box No will not Yes checkmarks box No will not Yes checkmarks 2010 ELM Computer Systems Inc Appendices Heading Q4AMTFIXED Q4PERKMRATE Q4AAMTFORKM Q4AMTONT4 Q4BYES Q4BNO Q5YES Q5NO Q5AMTPROOF Q5AMTCHARGED Q5AMTONT4 Q5TYPEPROOF Q5TYPECHARGED Q5TYPEONT4 Q6YES Q6NO Q6TYPEOTHER Q7AYES Q7ANO Q7COMMISSION Q7TYPEOFSALES Q7BYES Q7BNO Q7CYES Description Question 4 Fixed allowance amount Question 4 Per km rate Question 4 km amount received
37. Social insurance number Spouses social insurance number Withdrawal under HBP Status of slip Type max size Text 30 Text 12 Text 1 Text 30 Text 30 Text 28 Text 2 Text 10 Text 3 Text 6 Text 20 Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Text 9 Text 9 Currency Text 1 Comments Examples amp Defaults Required field CAN USA etc Box A Box B Box C Box D Box E Box F Box G Box H Box Box J Box K Box L Box M Box N Box O R Original 2010 ELM Computer Systems Inc Appendices 223 TEXTATTOP EMAILADDRESS OKTOEMAILSLIP COMPANY NAME1 Optional text to print at top of slip Recipient email address Permission granted to email slip Name of company with which the slip is associated Text 15 Text 255 Yes No Text 30 A Amended or D Cancelled Yes T4 TimeSaver Enterprise only Optional field 2010 ELM Computer Systems Inc 224 T4 TimeSaver NET Guide 13 7 16 Headings for RL8 T4 TimeSaver Plus amp Enterprise Only Cell A1 must contain R8 Heading LASTNAME FIRSTNAME INITIAL ADDRESS1 ADDRESS2 CITY PROV POSTAL COUNTRY YEAR AMOUNTFORSTUDIES TUITIONFEES DONATIONS SIN STUDENTNUMBER REPORTCODE TEXTATTOP EMAILADDRESS OKTOEMAILSLIP COMPANY NAME 1 Description Recipient last name Recipient first
38. it is a network folder and you are not connected to the network you will be prompted for the folder location even if the Prompt for each client folder option is not selected Separate PDFs for each copy number Check this box to create a PDF file for each copy or company selected Leave unchecked to create a single PDF file The Separate PDFs for each copy 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
39. yen FRF France franc 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 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 e Slip Refer to e Slip 63 for information on using the e Slip tab This feature is available in T4 TimeSaver Enterprise only 2010 ELM Computer Systems Inc Entering Slips 79 5 16 71204 Input Window 4 TimeSaver Basic Plus amp Enterprise Only Start Page UE T1204 X E E T1204 Government Service Contract Payments Goto Summary Demo 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 1 Data 2 e Slip Status of sip on Original Year 12009 Service payments only 82 0 00 Mixed services and goods payments 84 0 00 Sole proprietor s S I N 12 Recipi
40. 00 Amount payable boxes 91 to 94 95 0 00 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 Total 000 m Filing Status Button Clicking on the Filing Status button displays a window where the filing status of the current return for the current company can be selected Changes made to the filing status apply only to the current return for the current company Available filing status options are Recalculate Button Click this button to recalculate all calculated values this will also return all overridden 63 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 Not Required A return of this type is not required for the current company Need Return A return of this type is required for the current company Entered Data has been entered for this return Checked Data entered for this return has been checked Filed This return has been filed with the CRA and or MRQ 2010 ELM Computer Systems Inc Entering Summary Form Information current summary will remain available via a tab beneath the toolbar 119 2010 ELM Computer Systems Inc 120 T4 TimeSaver NET Guide 7 13 RL2 Summary 4 TimeSaver Basic Plus amp Enterprise Only
41. 12 gt Summary Line 85 Schedule 10 Section 4 gt Schedule 6 Section Q Schedule 10 Schedule 10 Section C Line 12 gt Schedule 6 Section V 2010 ELM Computer Systems Inc Partnership Forms Plus amp Enterprise Versions Only 133 Schedule 10 Section B Line 11 gt Schedule 1 Line108 Schedule 10 Section B Line 17 gt Schedule 1 Line153 Schedule 10 Section A9 gt Schedule 1 LineA405 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 gt Summary Line 96 Schedule 12 Section B Line 8 gt Summary Line 91 Schedule 12 Section B Line 9 gt Summary Line 97 Schedule 12 Section C Line 9 gt Summary Line 92 Schedule 12 Section C Line 10 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 52 Summary Boxes 120 121 124 125 130 128 129 141 143 144 145 110 Schedule 125 Schedule 125 Line 9999 Schedule 1 Section A Summary Number of T5013 Slips Summary Number of T5013a Slips Summary Box 150 Number Units Acquired Summary Box 152 Total Cost Of Units T5013 Slip Summary Box 153 Limited Recourse Amounts Summary Box 154 At Risk Adjustment Summary Box 155 Other Indirect Reductions Schedule 50 Partner Id Fields Capital Account Fields P
42. 2008 T4 TimeSaver Original or 2008 T4 TimeSaver NET user settings and also gives instructions on how to determine which T4 TimeSaver version you were using in 2008 Ua Start Page Import User Settings X a You have chosen to import user names and settings from last year s T4 TimeSaver NET Next you must select the T4 TimeSaver NET user database that you wish to convert The file name is usersettings mdb Import User gt V Copy user settings files as well Last used settings for reports and other program functions recommended Note You can locate your last year s user settings database by starting last year s T4 TimeSaver Net program Select Setup from the main menu and then choose File Locations The user settings path is specified in the resulting screen Altematively you can search your computer for the file usersettings mdb The second screen allows you to specify the location of the file containing the user settings for 2008 and also gives instructions on how to determine the location of this file Once a valid user settings file has been selected you can click on the Next button to complete the import 2010 ELM Computer Systems Inc 170 T4 TimeSaver NET Guide 11 6 Convert Databases ud Convert Last Year s T4 TimeSaver Databases S Options V Initialize fields zero amounts remove Amended etc Clear CPP Exempt boxes Clea
43. 6 Search Search the help file for specific words or phrases Partnership Forms Quick Start Guide Displays a brief guide to processing Partnership forms Plus amp Enterprise T4 TimeSaver User Guide Displays an electronic copy of this document Excel Import Templates Opens the included templates for data import Plus amp Enterprise 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 technical support 15 may be contacted Send Email to Technical Support Creates a new email to send to T4 TimeSaver 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 technical support Check For Program Update Checks the T4 TimeSaver 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 Diagnostics Displays the locations of data import output settings and system files About Displays current status of T4 TimeSaver including Program version Authorization Code Program Installation Path and Current Database Toolbar File Edit View Company Forms Tools Setup Reports Windows
44. 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 canceled This will cause the slip to be labeled appropriately as required by 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 144 for more information on how Relev numbers are handled by T4 TimeSaver 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 149 for more information on how Relev numbers are handled by T4 TimeSaver Go To T5 Button Clicking on this
45. Computer d ELM Documents Library I Music d My Web Sites E Pictures d Program Files More Folders File name T4 TimeSaver Files TO9N J 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 08 Previous year s 2008 Original T4 TimeSaver database TOON Current year s 2009 T4 TimeSaver database If you attempt to open a database with a T08 9 Original T4 TimeSaver database or TO8N T4 TimeSaver database extension you will be asked if you wish to convert the selected database into the 2009 T4 TimeSaver 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 likely cause is that no database has been opened in T4 TimeSaver 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 Special Instructions for T4 TimeS
46. 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 boxes 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 2010 ELM Computer Systems Inc Appendices 221 Generic large boxes where is two numerals 01 to 10 E TEXT2 E TEXT3 Generic box 2 Box number Generic box 3 Text Additional Headings for T5015 fields CAPITALSTART CAPITALCONTRIBUTED OTHERADJUSTMENTS INCOMEALLOCATED DRAWINGS CAPITALEND RECTYPE EMAILADDRESS OKTOEMAILSLIP COMPANY NAME1 Capital account start of period Capital contribution during period Other Adjustments Income allocated during period Drawings Capital account end of period Recipient code Recipient email address Permission granted to email slip Name of company wit
47. E 80 ENTER r When entering T4 slips the cursor will automatically move to the selected boxes Employee name V 17 QPP contributions V 55 PPIP premiums 7 Address line 1 V 18 El premiums W 56 PPIP insurable eamings Address line 2 V 20 Pension plan contributions Other information 1 City V 22 Income tax deducted Other information 2 V Province V 24 El insurable eamings v Other information 3 Postal code V 26 CPP QPP eamings Other information 4 V Country V 28 exempt Other information 5 v Tax year V 28 El exempt v Other information 6 4 12SIN 28 PPIP exempt v Employee number 29 Employment code Do not adjust CPP QPP Other deductions from net pay V CPP pensionable weeks 7 Do not adjust El V Optional text V 10 Province of employment V Do not adjust PPIP V Status of slip vV 44 Union dues V 46 Charitable donations 14 Employment income 50 RPP or DPSP registration number 16 CPP contributions V 52 Pension adjustment 12 1 4 Electronic Filing Page The Electronic Filing page contains information required by 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
48. In this case the adjustments are reflected in the corresponding T4 Summary An adjustment report can be produced by selecting Adjust Unadjust T4 Slips from the Company menu and clicking Adjust Slips Report or you can select Adjustments from the T4 submenu of the Reports menu In either case an Adjustment Report window will open See Printing Adjustment Reports 144 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 4 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 Use the T4 Adjustment Defaults 174 page in the Setup 331 menu if you want to set default adjustment options for all new companies These global default adjustment options will then be applied to each company added to the T4 TimeSaver database 2010 ELM Computer Systems Inc Part VII TIMESAVER NET Entering Summary Form Inf
49. Interact transmission of RL Internet transmission of RL slips Gi ET T haa does To use this Useful linke Authorized Software Purpose ofthe transmit your RL slip data by Internet Documents Validation of RL slip data files service in XML format Users Individuals who carry on a business self employed persons corporations partnerships and other legal persons Contact Us Conditions for Must have a user name and a password use Must have a transmitter number Must use software approved by Revenu Qu bec Please note that our computer systems do not support this service for Macintosh To obtain your password your access code and information on the procedure for using this new transmission method contact the Division de l acquisition des donn es lectroniques by telephone at 418 659 1020 or toll free at 1 866 814 8392 by fax at 418 646 0713 Obligation to file RL 1 RL 2 and RL 25 slip data on magnetic media or by Internet Under section 37 1 1 of the Act respecting the Minist re du Revenu the Minister of Revenue has the power to require a category of persons to file their RL slips electronically or on magnetic media The Minister of Revenue has required all agents who submit more than 500 RL 1 RL 2 or 01 75 cline tn fila thaca cline nn dielatta CA DAM nr in YMI farmat nr hv Internat http www revenu gouv qc ca en sepf services sgp rl Internet default aspx Cl
50. Internet 154 Magnetic Media Perparation 150 Main Menu 25 MDI 40 Merge Companies 162 Multiple Document Interface 40 Multiple Forms 40 N Net Pay Company 57 Network Adminstrator 19 New Company Defaults 174 New Database 25 Next Slip 26 38 NR4 Slip Data Entry 64 NR4 Summary Data Entry 99 NR4 Import File Header 193 Number of Slips 38 20 Online Help 41 Open Database 25 46 47 Opening Last Years Data 170 Options Display 177 Order Slips 62 Over Remittance Transfer 56 Override Calculated Field 26 63 Override Field 39 Password Change 181 Passwords 24 Path Settings 181 Personalizing the Display 177 PgDn 39 PgUp 39 PPIP Adjustment Options 55 Previous Slip 26 38 Print 25 2010 ELM Computer Systems Inc Index 237 Print Slip 38 Printing Adjustments 144 Printing Company Lists 146 Printing Edit Lists 145 Printing Slips 137 Printing Summarries 141 Problems Common 186 Province Codes 188 Q QPP Adjustment Options 54 R Rates and Constants 179 Registration 23 Removes slips 30 Removing Slips 171 Repair Database 25 48 Repair User Database 25 Reports Adjustment 144 Reports Company List 146 Reports Data Validation 136 Reports Edit List 145 Reports Slips 137 Reports Summary 141 Reversing T4 Slip Adjustments 97 Revert 26 RL1 Slip Data Entry 83 RL1 Summary Data Entry 117 RL1 Adjust 58 RL1 Import File Header 195 RL1 Unadjust 58 RL17 Slip Da
51. Log to Technical Support from the Help s A log containing the details of any problems encountered during the use of T4 TimeSaver will be sent to our Technical Support staff for evaluation As a registered user you may telephone fax or e mail us with your questions about the installation and use of the T4 TimeSaver program English Technical Support English technical support is available by telephone from our Toronto office Monday to Friday from 9am to 5pm ET English technical support is available by email from our Toronto office Monday to Friday from 9am to 8pm ET Email will be regularly checked on Saturdays so that emergencies situations can be attended to English Technical Support Hot Line GTA 416 495 1624 Toll Free 800 268 3211 Fax Number 416 495 0044 Email support t4timesaver com T4 TimeSaver Website www t4timesaver com Related Website AvanTax automobile taxable benefits www avantax ca calculator 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 from our Montreal office from 9am to 5pm ET 2010 ELM Computer Systems Inc 42 T4 TimeSaver NET Guide French Technical Support Hot Line 514 499 9669 Confidentiality Statement Under certain support circumstances the T4 TimeSaver technical support staff may
52. NET Guide 5 12 Input Window 4 TimeSaver Basic Plus amp Enterprise Only X E E TAA P Statement of Canada Pension Plan Benefits Goto Summary 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 n Status of slip El 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 Benefit number 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 canceled This will cause the slip to be labeled appropriately as required by CRA It will also cause the slip to be included or excluded appropriately whenever the Amended only or Originals only options are chosen Optional Text to Print at Top of Slip Information entered here to a maximum of 1
53. Recipient last name Text 30 Required field FIRSTNAME Recipient first name Text 12 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 including space Text 10 COUNTRY Country in address Text 3 CAN USA etc PAYMENTS Construction subcontractor payments box 22 Currency SIN Recipient s ID number BN or SIN box 24 Text 15 SLIPSTATUS Status of slip Text 1 Original A Amended or C Cancelled RECTYPE Recipient type Text 1 1 PARTNERSHIPID Parnership s Filer ID Text 9 1 TEXTATTOP Optional text to print at top of slip Text 15 EMAILADDRESS Recipient email address Text 255 OKTOEMAILSLIP Permission granted to email slip Yes No Yes COMPANY NAME1 Name of company with which the slip is Text 30 T4 TimeSaver associated Enterprise only Optional field 2010 ELM Computer Systems Inc 212 T4 TimeSaver NET Guide 13 7 12 Headings for T2200 T4 TimeSaver Plus amp Enterprise Only Cell A1 must contain T2200 Heading LASTNAME FIRSTNAME INITIAL ADDRESS1 ADDRESS2 CITY PROV POSTAL COUNTRY SIN TAXYEAR EMPNUM JOBTITLE Q1YES Q1NO Q2YES Q2NO Q2AREA Q3FROM Q3TO Q3BREAK Q4AYES Q4ANO Description Recipient last name Recipient first name Recipient middle initial Address line 1 Home address Address line 2 Business address City
54. SIN BN PARTNERSHIPID LASTNAME FIRSTNAME INITIAL SLIPSTATUS TEXTATTOP EMAILADDRESS OKTOEMAILSLIP COMPANY NAME1 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 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 Recipient email address Permission granted to email slip Name of company with which the slip is associated Comments Examples amp Defaults Type max size Text 30 Required field Text 12 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 Text 255 Yes No Yes Text 30 T4 TimeSaver Enterprise only Optional field 2010 ELM Computer Systems Inc Appendices 211 13 7 11 Headings for T5018 T4 TimeSaver Plus amp Enterprise Only Cell A1 must contain T5018 Heading Description Type Comments max size Examples amp Defaults NAME Recipient name Text 30 Required field LASTNAME
55. Settings 1821 You will be asked to confirm your choice 4 TimeSaver Plus amp Enterprise Only T4 TimeSaver Plus and Enterprise versions use an enhanced Adjustment Options screen which adds the following adjustment options 1 Lock the adjustment options for the current company 2 Disable T4 RL 1 adjustments for the current company 2010 ELM Computer Systems Inc 54 T4 TimeSaver NET Guide 4 1 2 1 Start Page Company Setup Demo Company 1 General 2 Adjustment Options 3 Net Pay r CPP QPP Adjustment Options Adjust if over maxiumum under required minimum Adjust based on number of pensionable weeks Maximum number of pensionable weeks 52 r El Adjustment Options Adjust El premiums if over annual maximum V Adjust El premiums based on insurable eamings Adjust insurable eamings based on El premiums PPIP Adjustment Options Adjust PPIP premiums if over annual maximum E Adjust PPIP premiums based on insurable eamings E Adjust insurable eamings based on PPIP premiums Transfer Over Remittance Transfer overremittance to employee with the following S I N Increase gross pay of above employee by amount of over remittance r Other Adjustment Options Adjust CPP EI PPIP differences greater than 1 00 Adjust CPP EI PPIP to calculated amounts even if there is insufficient tax to off
56. T4 TimeSaver 2010 ELM Computer Systems Inc 186 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 already and that the company is not in use at another workstation you can answer Yes and unlock the company If this does not solve the problem select Unlock all companies from the Company menu 2 The system is not calculating CPP properly How do enter the number of pensionable weeks This is one of the most common problems encountered by users of the T4 TimeSaver 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 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 t
57. 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 Defaults 17 page of the User Settings 11821 submenu of Setup 33 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 2010 ELM Computer Systems Inc 100 T4 TimeSaver NET Guide Certification The default certification information entered on the New Company Defaults 77 tab of the User Settings 182 submenu of Setup 331 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 4 screen Filing Status Button Clicking on the Filing Status button displays a window where the filing status of the current return for the current company can be selected Changes made to the filing status apply only to the current return for the current company Available filing status options are
58. access the CRA filing site as this is a generic Transmitter Number used by many companies across Canada that have not yet received their Transmitter Number from the CRA Contact the CRA at 877 322 7849 if you have not received your Web Access Code by the time you are ready to submit an electronic return Once the appropriate 2010 ELM Computer Systems Inc 156 T4 TimeSaver NET Guide 10 3 information has been entered and validated you will be taken to the following webpage Canada Ri A du reveni pal Bell L6 mk Canad Z Canada Revenue Agency www cra gc ca Francais Contact Us Return to Filing Information Returns Electronically Internet File Transfer XML Step 2 Attaching your return cunt In the space provided below enter the full name and path of the file in which your return is saved Or click the Browse button to locate your file other types of returns Need to retrieve Your electronic information return will be saved by your software example your Web access filename XML This service also allows you to submit a compressed file containing only one XML file example filename ZIP Location of return Browse code Step 3 Declaration I certify that the attached return is complete and accurate I agree File my return Note Please click the I agree File my return button once only and wait for a submission number to show Keep this number with your records He
59. address Permission granted to email slip Name of company with which the slip is associated Type max size Currency Currency Currency Yes No Text 25 Text 9 Text 15 Text 255 Yes No Text 30 Comments Examples amp Defaults Box G Box H Box I Yes T4 TimeSaver Enterprise only Optional field 2010 ELM Computer Systems Inc Appendices 233 2010 ELM Computer Systems Inc 234 T4 TimeSaver NET Guide Index A About 11 Accessing Last Year s Data 170 Add Company 38 Add Slip 26 38 Adding Features 15 Adding Slips 62 Adjust T4 RL1 58 Adjusting T4 Slips 97 Adjustment Options Company 52 Adjustment Options CPP QPP 54 Adjustment Options El 55 Adjustment Options Global 163 Adjustment Options PPIP 55 Adjustment Options Setting 97 Adjustment Report Printing 144 Adjustment Defaults 174 Adjustment Other Options 56 57 Adjustment Transfer Over Remittance 56 Administration User 177 Authorization Code 23 Authorization Code Change 180 Backing Up Data 184 C CD Filing 159 Change Authorization Code 180 Change Password 181 Check Database Integrity 25 Close Database 25 47 Codes Country 189 Codes Province amp State 188 Common Problems 186 Company List Printing 146 Company Name 38 Company Selection ToolBar 27 Company Add 38 Company Adjustment Options 52 Company Create 51 Company Defaults 174 Company
60. all slip types Filename The filename field indicates the name of the PDF file as it is stored in your system Delivery Status The delivery status field indicates whether or not a PDF slip has been emailed to the recipient 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 or double click the icon to the right of the field again You will be asked to confirm the return to the calculated value 2010 ELM Computer Systems Inc 64 T4 TimeSaver NET Guide 5 8 NR4 Input Window 4 TimeSaver Basic Plus amp Enterprise Only WE Start Page UE NRA ET EI NRA Statement of Amounts Paid or Credited to Non Residents of Canada Goto Summary Demo Company Status Adding new form Press Escape to cancel Recipient code 1 Individual Sumame First name Initial i Enter the non resident account number FEELIN on the NR4 Summary Address line 2 City Province Postal code Country 1 Data 2 e Slip
61. be labeled 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 Note Status of Slip designations used on the RL 1 differ from the MRQ guidelines This will be addressed in a subsequent release of T4 TimeSaver but will not result in errors for RL 1 submissions made using the current version of the software 2010 ELM Computer Systems Inc 84 T4 TimeSaver NET Guide 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 14 for more information on how Relev numbers are handled by T4 TimeSaver 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 141 for more information on how Relev numbers are handled by T4 TimeSaver 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 5 section of the Co
62. button will display the T5 slip associated with the displayed slip if a T5 exists 2010 ELM Computer Systems Inc Entering Slips 89 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 e Slip Refer to e Slip 631 for information on using the e Slip tab This feature is available in T4 TimeSaver Enterprise only 2010 ELM Computer Systems Inc 90 T4 TimeSaver NET Guide 5 22 RL8 Input Window 4 TimeSaver Basic Plus amp Enterprise Only Start Page VE RL 8 x E3E3 RL 8 Amount for Post Secondary Studies Goto Summary Demo Status Adding new form Press Escape to cancel Sumame First name Initial Address line 1 Address line 2 City Province B Postal code Country DDaa zes Student s S N Student number Year 2009 Relev code R Original Amount for post secondary studies A 0 00 Tuition or examination fees B 0 00 Donations G 0 00 Optional tex 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 Status of Slip Select O for origin
63. company already existing in the T4 TimeSaver database for each slip to be imported to that company and the data will be saved to the appropriate company during import COMPANY NAME is a text field that can contain up to 30 characters 13 7 Headings for Import Files 4 TimeSaver Plus amp Enterprise Only Keywords are used 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 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 1
64. 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 e Slip Refer to e Slip 631 for information on using the e Slip tab This feature is available in T4 TimeSaver Enterprise only 2010 ELM Computer Systems Inc 86 T4 TimeSaver NET Guide 5 20 RL2 Input Window 4 TimeSaver Basic Plus amp Enterprise Only US Start Page 43 RL Y X eaea RL 2 Retirement and Annuity Income GwoSmmay Demo Company Status Adding new form Press Escape to cancel Sumame First name Initial Address line 1 Address line 2 City Province Postal code Country Doaa 2esip Relev code R E Original relev 2 number Year 12009 Current relev 2 number 0 Source of income B S 1 N of beneficiary 51 2 N Beneficiary number Annuity A 0 00 Benefit B 0 00 Other payments 0 00 Refund of RRSP paid to spouse D 0 00 Death benefits E 0 00 Refund of unused RRSP F 0 00 Revocation G 0 00 Other income H 0 00 Deduction 0 00 Tax withheld at source J 0 00 Income after death K 0 00 Withdrawal under LLP L 0 00 Tax paid amounts M 0 00 Withdrawal under HBP 0 00 Optional text to print at top of slip
65. displayed information slip 2 8 Special Icons A variety of special icons are used throughout T4 TimeSaver to indicate additional features information or options These are listed below L Indicates the presence of a selection list for a data entry field press the F2 key to display Indicates that further information is available for a data entry field 2010 ELM Computer Systems Inc 40 T4 TimeSaver NET Guide Indicates that the Adjustment Report 14 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 ua WE T4 Summary T4 Summary Summary of Remuneration Paid Show Sips LS For year ending December 31 Total numberof T4sipsfiled 88 5 Employment income 14 185 000 00 Registered pension plan RPP contributions 20 000 Pension adjustment 5 Switch between forms by clicking on the tab of the desired form To view two forms concurrently click on the tab on one form and drag the form towards the centre of the T4 TimeSaver window The following image will appear B5 Heo 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
66. double clicking this icon will complete the installation process and start T4 TimeSaver If the workstation is subsequently disconnected from the network 2010 ELM Computer Systems Inc 22 T4 TimeSaver NET Guide 2 1 1 2 2 T4 TimeSaver will still operate but will not be able access the User Profile 24 and any data files located on the network The advantage of a Network Administrator installation is that in most cases program updates will only need to be installed on the server to have all updates propagate to the workstation s IMPORTANT NOTE To prevent User Account Control UAC is a security feature built into Windows Vista and Windows 7 from interfering with the TANETNODE installation follow these steps 1 Right click on TANETNODE EXE do not double left click 2 From the menu choose the option to Run as administrator 3 TANETNODE installation will begin 3 Terminal Servers Using T4 TimeSaver in a Terminal Server environment requires that a Workstation Installation of T4 TimeSaver 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 4 Databases Whether have computers on a Workstation Installation a Network Administrator Installation or both any T4 TimeSaver databases created by one installatio
67. editor s Save As function to save the spreadsheet containing your data under a different filename Failure do this will cause the Excel import template to be overwritten by the file containing your data making your import data available to all other users of T4 TimeSaver as well as permanently deleting the Excel templates Import User Information from Last Year s T4 TimeSaver 4 TimeSaver Plus amp Enterprise Only 2010 ELM Computer Systems Inc Using Tools to Manipulate Data 169 Available only to the System Administrator The Import User Information from Last Year s T4 TimeSaver function allows the system administrator to import 2008 T4 TimeSaver Original and 2008 T4 TimeSaver NET user settings into the 2009 T4 TimeSaver ud Start Page Ce Import User Settings X a5 This function is used to import user and settings information from last year s T4 TimeSaver Import user and settings information from the following version of T4 TimeSaver T4 TimeSaver NET 2008 Import T4 TimeSaver 2008 Original if you are unsure which version of T4 TimeSaver you used last year then please read this Start last year s T4 Timesaver Select Help from the main menu and then About If the title is About T4 Time Saver then you have T4 TimeSaver Original If the title is T4 TimeSaver NET then you have T4 TimeSaver NET Next gt Cancel The first screen will present a choice between importing
68. federal returns 10 2 Instructions for Returns The following instructions are provided here for a convenient reference For complete details see the CRA website 1 Electronic filing submissions may be made by Internet or on a media such as a 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 If you cannot obtain a Transmitter Number use the default Transmitter Number of MM000000 You should be assigned a Transmitter Number for the subsequent year which you should use from then on 3 Any combination of returns totalling over 50 slips are required by CRA to be file their submission over the Internet Internet submissions may not exceed 150Mb if your submissions is larger than 150Mb it must either be compressed or split into separate submissions to fall below the 150Mb limit The CRA encourages all employers who use computerized methods to generate returns to submit them to the CRA electronically 4 An electronic filing submission may contain only one diskette CD or DVD It may contain more than one type of return and it may contain returns for more than one company T4 TimeSaver Plus and Enterprise onl
69. for only one company If you have multiple submissions each submission must be submitted in a separate envelope Multiple envelopes may be taped together for simplified mailing Submissions should be sent to Direction g n rale du traitement et des technologies Revenu Qu bec 3800 rue de Marly secteur 2 2 0 Qu bec Qu bec G1X 4A5 Telephone 418 659 1020 or 1 866 814 8392 Fax 418 646 0713 Email edi mrq gouv qc ca 5 Do not send MRQ 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 MRQ contact the department above for further information Using Serial Relev Numbers in Electronic Returns The MRQ assigns serial numbers to filers of electronic returns as opposed to paper returns where serial numbers are assigned to ELM Computer Systems and re distributed among T4 TimeSaver users You have the option to set the electronic serial number by using the Set Serial Number button on the Electronic Filing screen for the Relev in question simply click on this button and you will be able to enter the appropriate serial number from the range assigned to you by the MRQ Relev slips will display two serial numbers e The top serial number is associated with the magnetic media submission and is assigned when you process the XML output not when the slips are printed Setting the starting serial number does not assign the numbers to the slips
70. 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 11 3 3 Slip Information WE Start Page JWS Global Changes Slips X Companies UE Se Clear V Sample Company Sample Company Current Company User Defined Groups Save Exception nine 1 selected Display and process in selection sequence Slips to be Changed Options Select All NR4 R1 7 Changetaxyearto 2009 Imm Initialize slips zero amounts remove Amended etc Clear All T4A f R3 initialize S 5 love IC T4ANR 1 8 T4AP R15 M T4ARCA 17 T4PS R25 T5 T1204 7 T2202A T5013 T5018 Close Use the Global Changes Slip Information tool to modify the taxation year and or initialize data on slips 2010 ELM Computer Systems Inc Using Tools to Manipulate Data 165 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 tab
71. locate a specific slip Sort Order Displays the current slip sort order Use the drop down box to select whether slips will be sorted by Data Entry Sequence Employee Name Employee Number or Social Insurance Number The available sort options will vary by return type Slip number BEEN _ 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 L icon where applicable FA Overrides calculated field Ctrl A Adds a slip to the current company Ctrl D Deletes the current slip from the current company data Ctrl P Opens print window with current employee selected where applicable Ctrl S Allows you to select from the list of slips for the current company and return type Ctrl PgUp Moves to the first slip for the current company PgUp Moves to the previous slip for the current company PgDn Moves to the next slip for the current company adding a new slip if current slip is the last slip Ctrl PgDn Moves to the last slip for the current company Shift F6 Pastes the address of the current company into the displayed information slip F7 Copies employee name and address data from the displayed information slip Shift F7 Pastes copied employee name and address data into the
72. 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 2010 ELM Computer Systems Inc Electronic Filing 151 Choose the media by which the return s will be submitted to the CRA Your options are Internet CD DVD or Diskette e Validation Report Only data will be checked for consistency with the XML schemas provided by CRA and the Validation Report Only option will NOT produce an XML file but will find data errors that would cause an XML file to be rejected by the CRA or MRQ Internet data will be validated for consistency with CRA and MRQ requirements and if no errors are found a file will be created on your hard drive see the sections on Internet Filing to s and Internet Filing to 158 for details e CD or DVD an XML 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 159 for details if you are filing more than 50 slips you cannot file on CD or DVD NOTE You must have access to a CD or DVD writer to successfully use this option Diskette diskette submissions are not accepted by the MRQ select the letter of the diskette drive either A or B you wish to send the output to the submission will automatically be saved to
73. province of employment if applicable 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 The category code 2010 ELM Computer Systems Inc 52 T4 TimeSaver NET Guide can be used when producing reports 34 to distinguish between groups of payers whether by the partner handling the account the type of work the payer does or any other criteria you choose 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 nor forwarded to the CRA when submitting returns over the Internet Business Number Enter a valid business number The Business number will have the format nnnnnnnnnRPnnnn where n represents a numeric character Information return program account RZ number for T5 returns Enter a valid information return program number The information return program number will have the format nnnnnnnnnRZnnnn where n represents a numeric character Quebec Identification and File No Enter the Quebec Identification and file number for the company if
74. 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 use of T4 TimeSaver Data will neither be disseminated to third parties nor will it be used in any manner not immediately related to the resolution of these technical problems 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 2010 ELM Computer Systems Inc Part Ill TIMESAVER NET 44 T4 TimeSaver NET Guide 3 1 Working with Databases Convert Database 4 TimeSaver Basic Plus amp Enterprise Only When you open a T08 Original T4 TimeSaver TO8N or TOON 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 r Convert Last Year s 4 TimeSaver Databases Options V Initialize fields zero amounts remove Amended etc Clear CPP Exempt boxes Clear Do not adjust CPP boxes Clear El Exempt boxes Clear Do not adjust El boxes v Roll forward federal partnership Schedul
75. set access restrictions for that database The ownership of any database can be changed to enable any other user the ability to set access restrictions 12 4 Contribution Rates and Constants Start Page JWS Constants 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 62 000 00 CPP QPP max pensionable eamings 46 300 00 J QPIP maximum employee premium 300 08 CPP GPP basic exemption 3 500 00 QPIP employee premium rate 0484 CPP maximum employee contribution 211860 QPIP employer premium rate 0677 QPP contribution rate 4 95 E 1 Taxable Dividends QPP maximum employee contribution 2 118 60 s 5 and gross up Non eligble 1 25 Employment insurance T5 and T4PS dividend tax credit Non eligible 0 133333 El maximum insurable eamings 42 300 00 5 T4PS gross up Eligible 1 45 El maximum employee premium 731 79 T5 and T4PS dividend tax credit Eligible 0 189655 Elpremiumrate 173 RL 3 gross up Ordinary 1 25 El max employee premium Quebec 583 74 RL 3 dividend tax credit Ordinary 01 El premium rate Quebec 1 38 RL 3 gross up Eligible 1 45 RL 3 dividend tax cred
76. the form Optimizing Printing Speed Because T4 TimeSaver produces all reports as PDF files you may find that printing speed sometimes leaves much to be desired There is no way to improve printing speed when using the Quick Print option as this uses the PDF printer built into T4 TimeSaver but several may be available through Adobe Reader depending on the version installed when using Preview Print Following are several tips to improve printing speed from Adobe Reader 1 Print the document as an image To do this a Click on File in Adobe Reader b Click on Print c Click on the Advanced button in the lower left of Adobe Reader s print dialogue d Select the option to Print as image and click OK 2 Reduce the print resolution To do this a Click on file in Adobe Reader b Click on Print c Click on Properties in the upper right of Adobe Reader s print dialogue beside the printer name d The actual location will vary from printer to printer but there should be a setting to change print quality or resolution ensure that this is set to the lowest setting possible 300dpi is a good working minimum most modern printers default to 1200dpi or 600 dpi the amount of data that the printer must process is reduced by 7596 each time dpi is halved 2010 ELM Computer Systems Inc 136 T4 TimeSaver NET Guide 9 2 Validating Data WE
77. the recipients 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 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 beneath the toolbar e Slip Refer to e Slip 63 for information on using the e Slip tab This feature is available in T4 TimeSaver Enterprise only 2010 ELM Computer Systems Inc Entering Slips 81 5 18 T2202A Input Window 4 TimeSaver Basic Plus amp Enterprise Only Start Page WE T2202A X Bll T2202A Tuition Education and Textbook Amounts Certificate GotoSummay Qose Demo Status Adding new form Press Escape to cancel Sumame First name Initial Address line 1 Address line 2 City Province Postal code Country 2 e Sli Informatio
78. 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 Enterprise Only Indicate whether you wish to Import into current company Import into a new company or Import into companies in the Company Name1 column If you select Import into a new company you will be prompted for a new company name You will need to edit the company profile at a later time to complete the data entry for the company information If you select Import into companies in the Company Name1 column the data for each slip will be imported into the company indicated in the Company Name1 column 12 Click Import What happens T4 TimeSaver 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 updates the T4 summary with the totals of all 25 slips Add Update Options Enterprise Only T4 TimeSaver Enterprise enables data import at a far more granularly than lower T4 TimeSaver versions Using T4 TimeSaver Enterprise it is possible to import data into an existing company without overwriting all the data for that company Add Update Option Add new slips to the database Data for the slip in question will be a
79. to CRA We 154 Instructions for Returns 156 Using Serial Relev Numbers in Electronic Returns nee 157 Internet Filing to MRQ 158 MRQ InternetFilirig Lirmitations 2 2 eria t rto tte eie e re i e ee depu E b D tede 159 Filing on CD or Ad n a Peres 159 apu cuc 160 Using Tools to Manipulate Data 162 Musa c e 162 Transfer Compan je S a 162 2 2 es 163 Adjustment Options M emn 163 Contact Information Slip Information x ocior con eee ec tenente eet MELLE UL dr ED D EE uua M tune Import from Excel Pile 165 Import from XML File X 168 iude AFBIIIIRS M 168 Import User Information from Last Year s T4 TimeSaxver eese 168 Convert Databases neci tc doeet e eigen eec me en ue ve eo Es ucc eue ets eee 170 Remove Slip Soisin 171 BUATAN e A a AEE EE E E ne ee ee tuent tree 171 Using Setup to Configure T4 TimeSaver NET 174 e a I E 174 New Company Defaults Page 174 T4 Adjustment Defaults
80. 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 drop down 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 some control fields required by T4 TimeSaver 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 2010 ELM Computer Systems Inc Entering Slips 63 5 6 5 7 Employee information from one slip using the F7 key and then paste it onto another slip using the Shift
81. using the Global Changes Adjustment Options 163 tool to change adjustment options for all companies in the database Disable T4 RL 1 adjustments for this company When selected this option will disable adjusting T4 and RL 1 slips for the current company 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 ud Start Page Company Company Setup Demo Company EE 1 General 2 Adjustment Options 3 Net Pay These settings determine how net pay is displayed on T4 slips Net Pay V Dont display net pay Calculate net pay as employment income less Standard deductions Standard deductions taxable benefits Standard deductions are CPP QPP El income t
82. well as the Transmitter Number must be filled to prevent errors from being reported when an electronic submission is created If you also file Relev returns all of the information in the Quebec section must also be entered 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 Please note that MM000000 can be used only when you have not already received a Transmitter Number from the CRA and cannot be used to log on to the CRA Internet Filing site 2010 ELM Computer Systems Inc Using Setup to Configure T4 177 12 1 5 Options This feature allows you to personalize your display WE Start Page User Settings Xx User Settings mar 1 New Company Default
83. where services rendered 24 Province or temitory Number of days recipient 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 I N or individual tax number 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 canceled This will cause the slip to be labeled appropriately as required by CRA It will also cause the slip to be included or excluded appropriately whenever the Amended only or Originals only options are chosen Country of Residence Enter the appropriate three character country code or select it from the drop down list to indicate th
84. which you wish to store the 2009 database The directory can be the one containing the 2008 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 will create a new file with the same name but with a TO9N extension in the same directory as the original 2008 database Only the highlighted file s will be converted when the Convert button is clicked 2010 ELM Computer Systems Inc Using Tools to Manipulate Data 171 11 7 Remove Slips Jj Start Page User Settings JM Remove Slips X Companies Select agam EI Serve Core Sample Company Current Company User Defined Groups Save Rename List Save As Delete Exception i E Display and process in selection sequence Types of Slips to Remove Option Select All E NR4 F R2 Remove inactive slips only mm IF R8 Instructions pum To remove inactive slips only slips with no R25 dollar amounts check the box above TAARCA 5 E Note that RL 1 slips will be removed with Remove Close T4 slips and RL 3 slips will be removed ES 11204 with T5 slips T2202A 7 T5013 7 T5018 The Remove Slips function allows you to remove all slips of any type for any company in the database Option Wh
85. 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 TimeSaver 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 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
86. 0 Selling price of an interest in the RCA 18 0 00 Other amounts 20 0 00 Income tax deducted 2 0 00 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 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 174 page of the User Settings 11821 submenu of Setup 331 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 172 tab of the User Settings 1182 submenu of Setup 331 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 Printin
87. 0 IAAC annuity 24 0 00 Veteran s benefits 23 0 00 Status Indian exempt income eligible retiring allowances 26 0 00 Apprenticeship incentive grant 28 0 00 Status Indian exempt income non eligble retiring alow 27 000 Tax deferred patronage dividends z oo Status Indian exempt income other income z ow Registered pension plan contr pre 1990 past service 32 oog 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 it is not represented on any paper copies of the T4A 2010 ELM Computer Systems Inc 72 T4 TimeSaver NET Guide 5 11 TAANR Input Window 4 TimeSaver Basic Plus amp Enterprise Only WE Start Page 4E TAANR X E E TAA NR Statement of Fees Commissions or Other Amounts Paid to Non Residents Goto Summary Cose Demo Company Status Adding new form Press Escape to cancel Recipient code 11 Individual Sumame First name Initial Address line 1 Address line 2 City Province Postal code Country 1 Data 2 e Slip Status of slip oen Original Year 12009 Gross income 18 0 00 Travel 20 0 00 Tax deducted 22 0 00 Reduction authorized z B City and province or territory
88. 234 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 165 for sample layout 2010 ELM Computer Systems Inc 192 T4 TimeSaver NET Guide 13 7 1 Headings for Company T4 TimeSaver Plus amp Enterprise Only Headings for Company Information Cell A of each row of data to import must contain COMPANY Type Comments Heading Description max size Examples amp Defaults NAME 1 Line 1 of company name Text 35 NAME2 Line 2 of company name Text 30 CAREOF Care of line of address Text 30 ADDRESS1 Line 1 of address Text 30 ADDRESS2 Line 2 of address Text 30 CITY City Text 28 PROV Province code Text 2 ON QC BC POSTAL Postal code including space Text 10 COUNTRY Country code Text 3 CAN USA DEFPROVEMP Usual province of employment Text 2 ACCOUNTNO Business number Text 15 TAXCENTRE Taxation centre Text 13 IDNOQ Qu bec Identification number and file Text 16 number Format 1234567890RS0001 NEQ Qu bec Enterprise number Text 16 2010 ELM Computer Systems Inc Appendices 193 13 7 2 Headings for NR4 T4 TimeSaver Plus amp Enterprise Only Cell A1 must contain NR4 Heading Description Type Comments max size Examples amp Defaults NAME1 Recipient name line 1 code 3 4 amp 5 Text 30 Required field NAME2 Recipient name line 2
89. 3 Box number Generic box 3 Amount Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Text 3 Text 6 Currency Text 3 Text 6 Currency Text 3 Text 6 Currency 219 2010 ELM Computer Systems Inc 220 T4 TimeSaver NET Guide 4 Renounced Canadian exploration and development expenses Boxes 120 RENOUNCEDCEE Renounced Can Explor Exp box 120 Currency RENOUNCEDCDE Renounced Can Dev Exp box 121 Currency ASSISTANCECEE Assiss for Can Explor Exp box 124 Currency ASSISTANCECDE Assiss for Can Dev Exp box 125 Currency PORTIONINTFREECEE Portion interest free CEE box 130 Currency EXPENSESITC Expenses qualified for ITC box 128 Currency PORTIONINTFREEITC Portion interest free ITC box 129 Currency EXPENSESBCTAXCREDIT Expenses BC tax credit box 141 Currency EXPENSESSKTAXCREDIT Expenses SK tax credit box 143 Currency EXPENSESMBTAXCREDIT Expenses MB tax credit box 144 Currency EXPENSESONTAXCREDIT Expenses ON tax credit box 145 Currency FO1TEXT1 Generic box 1 Province Country Text 3 FO1TEXT2 Generic box 1 Box number Text 6 F01AMOUNT Generic box 1 Amount Currency FO2TEXT1 Generic box 2 Province Country Text 3 FO2TEXT2 Generic box 2 Box number Text 6 FO2AMOUNT Generic box 2 Amount Currency 5 Tax shelter information Boxes 150 UNITSACQUIRED Number of units box 150
90. 4 TimeSaver NET Guide 7 14 RL3 Summary Start Page 8 RL 3 Summary 1 eaea RL 3 Summary Retur of Investment Income Bing Status Recaleuste Goto ins Sample Company Taxation year Relev code n Original RL 3 slips filed on paper 0 RL 3 slips filed on electronic media 0 RL 3 slips filed by Intemet 0 Number of active slips entered 0 Actual amount of eligible dividends Al 0 00 Identification of Filer Actual amount of ordinary dividends A2 000 Fier ID No ist Texable amount of dividends B 0 00 NEQ infomation screen Dividend tax credit 0 00 Branch number Canada or Quebec savings bonds interest 0 00 Name of resource person Other interest from Canadian sources 0 00 Area code phone Total interest from Canadian sources D 0 00 Other income from Canadian sources E 0 00 Gross foreign income E 0 00 Identification of Transmitter Foreign income tax G 0 00 This information is entered in Setup User Settings Electronic Filing Royalties from Canadian sources H 0 00 Capital gains dividends 1 0 00 Accrued income Annuities J 0 00 Total of boxes A1 A2 D E H land J 1 0 00 Certification Amount for which Relev 3 s not filed 2 0 00 Title Total investment income ines 1 2 3 0 00 Extension Total amount of income of unknown users 0 00 Date on summary Quebec income tax witholding 15 0 00 Identification of Filer The information entered serves to ide
91. 4 slips for the current employer The data entry screen for the current summary will remain available via a tab beneath the toolbar 2010 ELM Computer Systems Inc Entering Summary Form Information 103 7 3 Summary WE Start Page 8 TAA Summary X i T4A Summary Summary of Pension Retirement Annuity and Other Income Pins Status Recalcuate GotoSips Demo Company For year ending December 31 2009 Total number of T4A slips active only 88 0 Pension superannuation 16 0 00 Lump sum payments 18 0 00 Self employed commissions 20 0 00 Annuities 24 0 00 Bligible reitiring 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 RESP accumulated income payments 40 0 00 RESP educational assistance payments 42 0 00 Total income tax deducted 22 0 00 Minus remittances 82 0 00 Difference 0 00 Overpayment 84 0 00 Balance due 86 0 00 Amount enclosed 0 00 Registration number s for RPP 71 72 73 SIN of proprietor s or principal owner s 74 75 Person to contact about this return
92. 5 characters will be printed at the top of the slip Go 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 e Slip Refer to e Slip 631 for information on using the e Slip tab This feature is available in T4 TimeSaver Enterprise only 2010 ELM Computer Systems Inc Entering Slips 75 5 13 TAARCA Input Window 4 TimeSaver Basic Plus amp Enterprise Only UE Start Page WE TAARCA X E E TAA RCA Statement of Distribution from a Retirement Compensation Arrangement Goto Summary Demo Company Status Adding new form Press Escape to cancel Sumame First name Initial Address line 1 Address line 2 City Province Postal code Country 1 Data 2 e Slip Status of slip o Original Year 12009 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 0 00 Income tax deducted 22 0 00 SIN 24 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 Sta
93. ACANNUITY RETIRINGSI RETIRINGNONSI OTHERSI OTHERDPSP BOARDSITE MEDTRAVEL LOANBENEFIT RESEARCH SCHOLARSHIP WAGELOSS DEATHBENEFIT MEDBENEFIT DISABILITY GROUPTERMLIFE VETERANSBENEFIT APPRENTICESHIPINCENTIVE TAXDEFPATDIVIDENDS RPPPRE1990 REGISTEREDDISABILITY WAGEEARNERPROTECTION VARIABLEPENSION COMPANY NAME1 Description Lump sum pymt unreg d pension ben Lump sum pymt not eligible for trans Instalment or annuity pymt under DPSP IAAC annuity Status Indian eligible retiring allowance Status Indian non elig retiring allowance Status Indian other income Instalment 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 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 Variable pension benefits Name of company with which the slip is associated Type max Comments size 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 Curre
94. BOX43 BOX44 BOX45 BOX50 BOX51 BOX53 BOX54 BOX55 BOX60 BOX61 BOX62 BOX63 BOX64 BOX65 BOX66_60 BOX66_61 BOX66_62 BOX66_63 BOX66_64 DETAILSO1 DETAILSO2 DETAILSO3 DETAILS04 DETAILSO5 Description Exploration expenses incurred in Northern Quebec Assistance corresponding to box 28 Assistance corresponding to box 29 Assistance corresponding to box 30 Assistance corresponding to box 32 Assistance corresponding to box 33 Capital repayment Dividend tax credit Eligible taxable capital gains on resource property Number units acquired during fiscal period Cost per unit Limited recourse amount At risk adjustment Other indirect adjustments Canadian exploration expenses Canadian development expenses Quebec exploration expenses Quebec surface mining or oil amp gas exploration expenses Exploration expenses incurred in Northern Quebec Share and security issue expenses Assistance box 60 Assistance box 61 Assistance box 62 Assistance box 63 Assistance box 64 Details line 1 Details line 2 Details line 3 Details line 4 Details line 5 Type Comments max size 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 Text 100 Text 100 Text 100 Text 100 T
95. 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 e Slip Refer to e Slip 631 for information on using the e Slip tab This feature is available in T4 TimeSaver Enterprise only 2010 ELM Computer Systems Inc 88 T4 TimeSaver NET Guide 5 21 RL3 Input Window WE Start Page WE TS RL 3 X RL 3 Investment Income Go to T5 Go to Summary Close Demo Company Status Adding new form Press Escape to cancel RL 3 Recipient type nn Individual Sumame First name Initial Tax year 2009 Relev code RB Original Address line 1 Original relev 3 number Address line 2 Current relev 3 number 0 City Province B SIN Postal code Country D 7 RL 3 required 1 T5Slip_ 2RL 3Sip mesi Actual amount of eligble dividends Al 0 00 Actual amount of ordinary dividends A2 0 00 Taxable amount of dividends otherthan eligible 0 00 Dividend tax credit for dividends other than eligible C 0 00 Interest from Canadian sources D 0 00 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
96. Country Generic box 4 Box number Generic box 4 Amount 2 Canadian and foreign net business income loss Boxes 35 34 NETBUSINESS NETPROFESSIONAL NETFARMING NETFISHING NETOTHER GROSSTOTALINCOME Business income box 35 Professional income box 37 Farming income box 41 Fishing income box 43 Other income box 30 Total gross income box 34 Text 3 Text 6 Currency Text 3 Text 6 Currency Text 3 Text 6 Currency Currency Currency Currency Currency Currency Currency 3 Canadian and foreign investments and carrying charges Boxes 26 59 NETRENTAL DIVIDENDS TAXABLE CREDIT DIVIDENDS E TAXABLE E CREDIT E INTEREST FRMDIVIDENDS BUSINVESTLOSS CARRYINGCHARGES CO1TEXT1 CO1TEXT2 CO1AMOUNT CO2TEXT1 CO2TEXT2 CO2AMOUNT CO3TEXT1 CO3TEXT2 CO3AMOUNT Net rental income box 26 Actual non eligible div box 51 Taxable amount of non eligible dividends box 51 1 Non eligible dividend tax credit box 51 2 Actual eligible div box 52 Taxable am t eligible div box 52 1 Eligible div tax credit box 52 2 Interest from Can sources box 50 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
97. 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 2010 ELM Computer Systems Inc Appendices 189 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 COLA Columbia SUN Commonwealth of Independent States CIV Ivory Coast CYP Cyprus DANK Denmark DOM Dominican Republic EGY Egypt FIN Finland FRA France DEU Germany Federal Republic of GRC Greece GRD Gr
98. Data Entry 101 T4 Adjust 58 T4 Adjusting 97 T4 Adjusting Reverse 97 T4 Adjustment Options 97 T4 Import File Header 195 T4 Reversing Adjustments 97 T4 Unadjust 58 T4A Import File Header 198 T4A Slip Data Entry 69 Slip Data Entry Electronic Filing 71 T4A Summary Data Entry 103 T4ANR Slip Data Entry 72 T4ANR Summary Data Entry 105 T4ANR Import File Header 201 T4AP Slip Data Entry 74 T4AP Summary Data Entry 107 T4AP Import File Header 203 T4APS Summary Data Entry 108 T4ARCA Slip Data Entry 75 T4NETNODE 19 T4PS Slip Data Entry 76 T4PS Summary Data Entry 110 T4PS Import File Header 206 T4RCA Import File Header 205 T5 Slip Data Entry 77 T5 Summary Data Entry 112 T5 Import File Header 208 T5018 Slip Data Entry 80 T5018 Summary Data Entry 115 T5018 Import File Header 211 Technical Notes 185 technical support 15 37 Transfer Companies 162 U Unadjust T4 RL1 58 Unlocking Companies 60 Updating 15 User Administration 177 UserNames 24 User Settings 174 182 Using 22 Valid Options 26 Validating Data 136 View Menu 27 W Warranty 17 Workstation 19 X XML Import from 168 2010 ELM Computer Systems Inc 239 2010 ELM Computer Systems Inc
99. Delete 58 Company Edit 38 58 Company General Information 51 Company Import File Header 192 Company Merge 162 Company Net Pay 57 Company Select 38 57 Company Transfer 162 Company Unlock 60 Contact Information Global 164 Contribution Rates and Constants 179 Convert Database 44 Converting Databases 170 Country Codes 189 CPP Adjustment Options 54 Create Company 51 Create Database 45 Ctrl A 39 Ctrl D 39 Ctrl P 39 Ctrl PgDn 39 Ctrl PgUp 39 Ctrl S 39 Data Entry NR4 Slip 64 Data Entry NR4 Summary 99 Data Entry RL1 Slip 83 Data Entry RL1 Summary 117 Data Entry RL17 Slip 91 Data Entry RL17 Summary 125 Data Entry RL2 Slip 86 Data Entry RL2 Summary 120 Data Entry RL25 Slip 93 Data Entry RL25 Summary 126 Data Entry RL3 Slip 88 Data Entry 11204 Slip 79 Data Entry 11204 Summary 114 Data Entry T4 Slip 66 Data Entry T4 Summary 101 Data Entry TAA Slip 69 Data Entry T4A Slip Electronic Filing 71 Data Entry TAA Summary 103 Data Entry TAANR Slip 72 Data Entry T4ANR Summary 105 2010 ELM Computer Systems Inc Index 235 Data Entry T4AP Slip 74 Data Entry TAAP Summary 107 Data Entry T4APS Summary 108 Data Entry TAARCA Slip 75 Data Entry T4PS Slip 76 Data Entry T4PS Summary 110 Data Entry T5 Slip 77 Data Entry T5 Summary 112 Data Entry T5018 Slip 80 Data Entry T5018 Summary 115 Data Import Excel 165 Data Import XML 168 Data Backup 184 Data
100. ER Refund of employer contributions box 12 Currency REFUNDEMPLOYEE Refund of employee contributions box 14 Currency DISTRIBUTIONS Distributions box 16 Currency SELLINGPRICE Selling price of an interest in RCA box 18 Currency OTHER Other amounts box 20 Currency INCOMETAX Income tax deducted box 22 Currency SIN Social insurance number box 24 Text 9 TEXTATTOP Optional text to print at top of slip Text 15 EMAILADDRESS Recipient email address Text 255 OKTOEMAILSLIP Permission granted to email slip Yes No Yes COMPANY NAME1 Name of company with which the slip is Text 30 T4 TimeSaver associated Enterprise only Optional field 2010 ELM Computer Systems Inc 206 T4 TimeSaver NET Guide 13 7 8 Headings for TAPS T4 TimeSaver Plus amp Enterprise Only Cell A1 must contain T4PS 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 FOREIGNCAPGAINS FOREIGNTAX SIN TEXTATTOP EMAILADDRESS 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 dividends box 24 Taxable amount of eligible dividends box 25 Dividend tax credit for eligible dividends
101. Entering 40 Data Field Selection 175 Data Validating 136 Database Close 47 Database Convert 44 170 Database Create 45 Database Open 46 Database Repair 48 Default Adjustment 174 Default New Company 174 Delete Slip 26 38 Deleting a Company 58 Deleting a Slip 62 Display Options 177 Download 15 DVD Filing 159 Edit Company 38 Edit List Printing 145 Edit Menu 26 Editing Company Information 58 El Adjustment Options 55 Electronic Filing 175 Electronic Filing CD or DVD 159 Electronic Filing Federal Returns 153 Electronic Filing Internet 154 Electronic Filing Perparation 150 Electronic Filing TAA Data Entry 71 Entering Data 40 Entering Data in a Slip 62 Excel Import from 165 Exit 25 Fi 39 F2 39 F4 39 Field Override 39 Field Override Calculated 63 File Locations 179 File Menu 25 Filing Electronic 175 First Slip 26 38 Form Print 38 General Information Company 51 Global Adjustment Options 163 Global Contact Information 164 H Hardware Requirements 16 Help 39 http Awww elmcomputers com services html 14 Import File Header Company 192 Import File Header NR4 193 Import File Header RL1 195 Import File Header RL17 229 Import File Header RL2 222 Import File Header RL25 231 Import File Header RL3 208 Import File Header 1204 210 Import File Header T4 195 Import File Header TAA 198 Import File Header TAANR 201 Import File Heade
102. Gb of RAM Speak with your IT people if you suspect that your system has insufficient RAM installed 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 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 performs best if data is stored on a local hard disk or network share The software and or its data files may also be installed on a network file server For optimal performance of T4 TimeSaver 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 5096 larger than the amount of available RAM installed on your system For example if you have 2Gb of RAM installed the paging file will typically be 2Gb X 1 5 3Gb Speak with your IT people if you suspect that your paging file is improperly configured 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 requirement
103. GotoRL3 Goto Summay Demo Company Status Adding new form Press Escape to cancel T5 recipient type an B Individual Sumame First name Initial Tax year 2009 Report code Address line 1 Address line 2 City Province Recipient ID number 22 Postal code Country D RL3 required nrss mRess Se Sip Actual amount cf 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 otherthan eligible 11 0 00 Dividend tax credit for dividends other than eligible 12 0 00 Other Information Other income from Canadian sources u 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 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
104. Groups Save As Exception Ring Status 1 selected Display and process in selection sequence Fields Options im Company Name a Sort companies 3 Te Preview Print Business No _ Selected Quebec Ent Number NEQ Table Refresh Data Identification number Que Clear Category Orientation Portrait Recalculate Totals RETURN INFORMATION z Retum Type Paper Size Letter Y Close Filing status m Active Margins Normal Top 1 Left 1 Bottom 1 Right 1 Entered Checked Print addresses No Y Filed Slips Printed wi 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 2010 ELM Computer Systems Inc Producing Reports 147 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 Selecte
105. IAL1 FIRSTINDIVIDUAL LASTNAME2 FIRSTNAME2 INITIAL2 SECONDINDIVIDUAL ADDRESS1 ADDRESS2 CITY PROV POSTAL COUNTRY TAXYEAR REPORTCODE RECTYPE SIN SIN2 ACTUAL ACTUAL_E INTEREST CAPGAINS OTHER 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 Am t of eligible dividends box 24 Interest from Cdn sources box 13 D Capital gains dividends box 18 1 Other income from Cdn sources box 14 Comments Examples amp Defaults Type max size Text 30 Required field Text 12 Text 30 Required field Text 12 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 2009 Text 1 O Original A Amended or C Cancelled Text 1 1 Text 15 Text 15 Currency Currency Currency Currency Currency
106. Inc Contents 5 Special Instructions for 4 TimeSaver Lite siennes 45 2 Creating a Database 45 3 Opening a Database ore CU nt 46 4 Closing Database decer sette tese nd ires ers sen ct 47 5 Backup and Restore a Database 47 6 Repair Database dre x aane 48 Part IV Company Information 51 Creating ERSTE 51 Generali i nent Panne ne encase ann tee den dm teen nn 51 Adjustment Options ie 52 CPP QPP Adiustment Options canora o Stet menthe Led ette ec tg d Ee ann anis 54 El Adjustrrient OptlOrns ec ierit ee Pee ERE FD IESU euet 55 PPIP Adjustment Options m opone EP e e e de e pe de e beoe 55 Transter Over Rerittance nien RICHIEDERE teret nh ien 56 Other Option DE 56 Lock Disable Ajdustments Plus amp Enterprise Only 57 Net Pay ee 57 PAE E a a E A te de rec 57 3 Editing Company Information sense 58 4 Deleting a Company 58 5 Adjust Unadjust T4 amp 1 eae eee te ane 58 6 Unlock all Companies in Database neeennnnnennnnnennnes 60 Part V Entering Slips 62 T Add HIN Pai iL En drei 62 2 Re RE LR ER SE 62 ENE eudEIIEMeRMEEU
107. 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 will check the validity of the S I N or Business Number 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 Report Code Select O for original default value A for amended or C for canceled This will cause the slip to be labeled appropriately as required by CRA It will also cause the slip to be included or excluded appropriately whenever the Amended only or Originals only options are chosen Recipient Type 2010 ELM Computer Systems Inc 78 T4 TimeSaver NET Guide 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 o
108. OMPANY NAME1 Description 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 Recipient email address Permission granted to email slip Name of company with which the slip is associated Type max size Text 3 Currency Currency Text 1 Text 15 Text 255 Yes No Text 30 Comments Examples amp Defaults CAD USD etc l C etc Yes T4 TimeSaver Enterprise only Optional field 2010 ELM Computer Systems Inc Appendices 195 13 7 3 Headings for T4 amp RL1 T4 TimeSaver Plus amp Enterprise Only Cell A1 must contain T4 Heading LASTNAME FIRSTNAME INITIAL ADDRESS1 ADDRESS2 CITY PROV POSTAL COUNTRY SIN PROVEMP EMPNUM EMPCODE CPPWEEKS SLIPSTATUS TAXYEAR INCOME CPP QPP E RPP TAX EIEARN CPPEARN CPPEXEMPT EIEXEMPT PPIPEXEMPT 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 b
109. 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 override the box and enter the amounts manually on each slip To do this go to any one of the slips and double click the pencil image to the right of the box or click in the box and press F4 The background color of the box will change to aqua and you will be able to enter the desired value in the box 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 T5013 T4 TimeSaver Plus amp Enterprise Only Relationships Between Forms The Partnership forms are linked together so that information entered on a slip schedule or summary will flow automa
110. Page 174 Data Entry Pages 175 Electronic Filing Page 175 Options aa D D I ac a T DL C E Ee 177 User AdmmMiIStration 15 28 Ec 177 Data File SO CUIIt rene 178 Contribution Rates and Constants ss 179 File Bere repe E 179 2010 ELM Computer Systems Inc T4 TimeSaver NET Guide 8 6 7 8 Part XIII 1 2 3 4 5 6 7 Change Authorization COde nnmnnnnnenennnnennnnnnnnnennenss 180 Change Your Password ne cor 181 IUD Ad I 181 EyCuduEJUuDDII E 181 Paths 181 User Settings 182 Appendices 184 Data Backup 184 Technical Notes cue cz Lecce 185 Common Problems ae LP M 186 Province Sate 188 E 189 Layout of Import amp seis res 190 Headings for Import Files 191 relnERIMdeninciueeetcc
111. Question 4 Amount rpt on T4 Question 4 Company vehicle Yes Question 4 Company vehicle No Question 5 Repayment received Yes Question 5 Repayment received No Question 5 Received on proof of payment Question 5 Amount charged to employer Question 5 Amount rpt on T4 Question 5 Exp type Proof Question 5 Exp type Charged Question 5 Exp type Rpt on T4 Question 6 Yes Question 6 No Question 6 Other expense description Question 7 Commission Yes Question 7 Commission No Question 7 Commissions Question 7 Type of sales Question 7 Bus development acc t Yes Question 7 Bus development acc t No Question 7 Commission inc T4 Yes Type max size Currency Currency Currency Currency Yes No Yes No Yes No Yes No Currency Currency Currency Text 50 Text 50 Text 50 Yes No Yes No Text 50 Yes No Yes No Currency Text 50 Yes No Yes No Yes No Comments Examples amp Defaults box No will not Yes checkmarks box No will not Yes checkmarks box No will not Yes checkmarks box No will not Yes checkmarks box No will not Yes checkmarks box No will not Yes checkmarks box No will not Yes checkmarks box No will not Yes checkmarks box No will not Yes checkmarks box No will not Yes checkmarks box No will not Yes checkmarks bo
112. RA 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 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 2010 ELM Computer Systems Inc 70 T4 TimeSaver NET Guide 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 e Slip Refer to e Slip 631 for information on using the e Slip tab This feature is available in T4 TimeSaver Enterprise only 2010 ELM Computer Systems Inc Entering Slips 71 5 10 1 Electronic Filing Input Window ATAA X L _ EI TAA Statement of Pension Retirement
113. Refresh Data _ 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 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 2010 ELM Computer Systems Inc Producing Reports 145 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 9 6 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
114. S E AND 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 EI deducted 1 73 or El deducted 1 38 for employees whose province of employment is Qu bec OR 42 300 00 OR Employment income 4 1 2 3 PPIP Adjustment Options Option G Adjust PPIP premiums if over annual maximum THIS OPTION MAY BE SELECTED INDIVIDUALLY OR WITH EITHER OPTION OR I 2010 ELM Computer Systems Inc 56 T4 TimeSaver NET Guide If this option is selected the PPIP will only be adjusted if it is greater than Standard annual maximum of 62 000 00 x 0 48496 or 300 08 Option H Adjust PPIP premiums based on Insurable Earnings ONLY ONE OF OPTIONS H AND I MAY BE SELECTED If this option is selected the EI will be calculated as PPIP insurable earnings x 0 48496 If PPIP insurable earnings are not entered gross pay will be used Option I Adjust insurable earnings based on PPIP deducted ONLY ONE OF OPTIONS H AND 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 48496 OR 62 000 00 OR Employment income 4 1 2 4 Transfer Over Remittance 4 1 2 5 Transfer employer s over remittance of CPP QPP or El to the following employee When adjustments reduc
115. Save as type T4 TimeSaver Files TO9N Hide Folders First select the folder in which you want to store the database You can select any local or network folder available to your computer If a multi user network version of T4 TimeSaver 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 TO9N If no extension is entered the extension will default to TO9N Users familiar with the Original T4 TimeSaver should note that the file extension of T4 TimeSaver is TO9N while that of the Original T4 TimeSaver is TO9 Click Save to create the database and exit the Create New Database dialog box The new database will be automatically opened and its name will appear in the title bar of your T4 TimeSaver 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 2010 ELM Computer Systems Inc 46 T4 TimeSaver NET Guide 3 3 Opening a Database 74 Open TA TimeSaver Database Ej GU Users gt PETER TAN Data 4 Search p L Organize gt Ee Views Name Date modif Size E Documents FA Sample TO9N d Archives Clients
116. Start Page JWS Validate Data Companies TEC de Clear All V Sample Company Sample Company Current Company z User Defined Groups 1 selected E Display and process in selection sequence Retum Types Filing Options Setup Processing D 7 T4A 1175 Slip status 0 Original x m E T5018 Go to Output Folder 7 NR4 TAANR Validation Options Set Output Folder 7 T1204 a T4AP Critical error report Refresh Data Show only the first 20 critical eror messages 7 Show XML schema eror messages Close Warings report 7 Show validation wamings report Show only the first 20 waming messages Validation Report for CRA Submissions 43 Start Page JWS Validate Data X Companies Clear All V Sample Company Sample Company Current Company x User Defined Groups Fling Status 1 selected E Display and process in selection sequence Filing Options Setup Processing Destination Validation report only Transmitter Setup Process ip status 1 Original 1 0tgn zj Set Serial Number Go to Output Folder Validation Options Set Output Folder Remove Serial 5 Critical error report Refresh Data Show only the first 20 critical eror messages 7 Show XML schema error messages Close Warings report 7 Show validation wamings report Show only the first 20 waming messages Validation Report for MRQ Submissions This report will be run aut
117. Summary Button Click on this button to display the RL 17 Summary for the current employer The data entry screen for 2010 ELM Computer Systems Inc 92 T4 TimeSaver NET Guide the current slip will remain available via a tab beneath the toolbar e Slip Refer to e Slip 631 for information on using the e Slip tab This feature is available in T4 TimeSaver Enterprise only 2010 ELM Computer Systems Inc Entering Slips 93 5 24 RL25 Input Window 4 TimeSaver Basic Plus amp Enterprise Only Start Page 43 RL 25 X Recipient type E3E3 RL 25 Income from a Profit Sharing Plan Demo Company Sumame First name Initial Go to Summary Close Status Adding new form Press Escape to cancel Optional text to print at top of slip Address line 1 Address line 2 City Province Postal code Country D Relev code R E Original relev 25 number 0 Year 2009 relev 25 number 0 Name of principal person Beneficiary number SIN Bank transit Actual amount of eligible dividends Al 0 00 Actual amount of ordinary dividends 2 0 00 Capital gains B 0 00 Capital gains re exemption 0 00 Other amounts allocated or paid D 0 00 C
118. T4 French Fred 6Fir Drive Fergus ON F6F6F6 CAN 678901234 2009 6 000 60 FGH Corporation T4 Gundeson George G 7 Gray Road Unit 7 Grimsby ON 676767 CAN 789012345 2009 777 00 FGH Corporation T4 Henstock Hazel H 8Hettersley Circle Hamilton ON H8H8H8 CAN 890123456 2009 88 008 80 FGH Corporation There is no need to 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 Sample import file templates can be accessed through the menu path TOOLS gt IMPORT DATA gt OPEN EXCEL TEMPLATES A common problem to watch out for when creating an import file is the presence of empty cells to the right or below the data cells To determine whether or not this is true in your case press CTRL END in the data sheet If your cursor lands anywhere but on the final data cell your import will fail To correct 2010 ELM Computer Systems Inc Appendices 191 this problem simply copy and paste your data cells into a new sheet and import from that sheet COMPANY NAME1 Enterprise Only The COMPANY NAME is an optional field and is used exclusively by T4 TimeSaver Enterprise to enable importing data for multiple payers employers companies To use this field simply enter the name of a
119. T4 TimeSaver NET Guide TIMESAVER NET T4 TimeSaver NET Guide PN T TIMESAVER NET 2 22 2010 All rights reserved T4 TimeSaver NET Guide Table of Contents Part ON BR OQ I Part Il a BB WO o o 10 11 Part III 1 Foreword 9 Introduction 11 About T4TimeSaver NET ccc eere ere tete resa eee daa 11 MICE eel LEE 11 About ELM Computer Systems Inc esee eese 14 Technical Support dace pz pe Da anc 15 Receiving Updates anean 15 Requesting System Enhancements enenneennnnennennntes 15 Hardware Requirements nnnsnnennsennennennnneenennnneenennnennnnnne 16 License Agreement entrenar etes ei nre eee sese cuts 16 Warranty Information 17 Getting Started 19 Installation Mee PE E EE PP LE 19 Installing Program Updates etes eee ceruice exei Seres onec 22 Starting the Program eeu 22 hib scc 23 User Names and ccr adapa eects ne c
120. T4PS Summary Employee Profit Sharing Plan Payments and Allocations Firs Sas Recalcuate Goto Sips Cose Demo Company Year T4PS segment forms 51 0 Total number of slips filed 53 0 Name of plan Actual amount of dividends otherthan eligible 24 0 00 Actual amount of eligible dividends 30 0 00 Capital gains or losses 34 0 00 Other income 35 0 00 Total amt forfeited due to withdrawal from plan 36 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 Person to contact about this retum Certification 76 Contact first name Last name Name 78 Area code phone amp 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 174 page of the User Settings 11821 submenu of Setup 33 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 77 tab of the User Settings 1182 submenu of Setup 331 menu will appear in this area If no default information was entered these fields
121. Then after the import is complete enter the total amounts on the summary and select the method for calculating the partner s share See Allocating Amounts from the Summary to the Slips below The boxes in the Other amounts and information section of the slips cannot be imported Allocating Amounts from the Summary to the Slips 2010 ELM Computer Systems Inc Partnership Forms Plus amp Enterprise Versions Only 131 8 1 For partnerships where the income and expenses are allocated to the partners based on a 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 drop down list Methods for calculating partner s share 96 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 Partner s share 96 based on You must enter these fields 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 O 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
122. TimeS aver Net 20095 Browse Disk Cost Install T4 TimeSaver Net 2009 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 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 to a removable storage device 4 TimeSaver Net 2009 Confirm Installation The installer is ready to install T4 TimeSaver Net 2009 on your computer Click Next to start the installation lt Back Click Next to proceed with the installation of T4 TimeSaver NOTES 1 Workstation Installation A Workstation installation will still permit the workstation to access data files stored on a network but necessitates that any updates be installed separately on each 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 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 icon will appear on the desktop
123. a against the CRA schema prior to electronic filing Partnership Federal Plus amp Enterprise Prepare Federal Partnership forms for printing Partnership Quebec P us amp Enterprise Prepare Quebec Partnership forms for printing E mail Recipient Slips Enterprise Email recipient copies to recipient s email address Company Filing Status Enterprise Opens the Filing Status window by which the filing status of information returns for any company can be reported As with the Forms 29 the following reports are available depending on which version of T4 TimeSaver has been installed 2010 ELM Computer Systems Inc Getting Started 35 Federal TA TAA T5 Lite Basic Plus amp Enterprise NR4 T4A NR T4A P T4A RCA T4PS T1204 T5018 T2202A Basic Plus amp Enterprise T5013 Schedules 1 2 6 8 10 12 50 52 100 125 141 Plus amp Enterprise Quebec RL 1 RL 3 Lite Basic Plus amp Enterprise RL 2 RL 8 RL 17 RL 25 Basic Plus amp Enterprise RL 15 Schedules A B C D E Plus amp Enterprise Some menu items lead to options that are not available in all versions of T4 TimeSaver These menu items may appear in the menus and if selected will inform the user that the chosen option is available only in a higher version 2 5 8 1 Common Features Companies NE are Fiter Clear Al Current Company rj User Defined Groups SaveAs Exception Data Sel
124. abase 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 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 Network Administrator Installation and or TANETNODE installation don t appear to be working properly After a Network Administrator Installation you may encounter unexpected errors or erratic performance on Windows XP dependant upon the logon credentials were used for installation and on Windows Vista and Windows 7 because of UAC User Account Control To prevent either user credentials or UAC from interfering with the TANETNODE installation follow these steps 1 Open the folder containing the T4 TimeSaver Network Administrator installation and right click on TANETNODE EXE 2 From the menu choose the opt
125. ai b need to erase the Filer Identification Number Accrued income Annuities 19 0 00 For the 2009 taxation year only you may file T5 returns using the original Amount le for Ilo deduction 20 0 00 ON Filer Identification number if you are unable to obtain the new RZ Number Actual amount of eligible dividends 24 0 00 before you need to file Taxable amount of eligible dividends 25 0 00 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 First name Last name Certification Position or office Area code phone amp 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 Summary before NOTE If you or your client does not have a Filer ID Number you can call 1 800 959 5525 to obtain one 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 175 page of the User Settings 11821 submenu of Setup 331 menu will appear in this area If no default information was entered these fields will be blank In either case you c
126. ailable 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 2010 ELM Computer Systems Inc 146 T4 TimeSaver NET Guide 9 7 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 Wide Top and Bottom 1 Left and Right 2 Printing Company Summary 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 Summary from the Reports menu to generate this report A dialog box will open which will allow you to select which companies to include and other options WE Start Page 5 Print Company Summary X 3 Seed Clear All V Sample Company Sample Company Current Company E User Defined
127. al default value A for amended or C for canceled This will cause the slip to be labeled 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 8 Summary for the current employer The data entry screen for the current slip will remain available via a tab beneath the toolbar e Slip Refer to e Slip 631 for information on using the e Slip tab This feature is available in T4 TimeSaver Enterprise only 2010 ELM Computer Systems Inc Entering Slips 91 5 23 RL17 Input Window 4 TimeSaver Basic Plus amp Enterprise Only WE Start Page 3 RL 17 X L RL 17 Remuneration Respecting Employment Outside Canada Goto Summary Cose Demo 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 DDaa zes Status of slip RB Original Original relev 17 number Year 2009 Current relev 17 number 0 SIN Reference number Total deductions A 0 00 Total income forthe year B 0 00 Total income for the stay C 0 00 Living allowance for the year D 0 00 Living allowa
128. an enter or change the information at this time Certification The default certification information entered on the New Company Defaults 172 tab of the User Settings 1 amp 2 submenu of Setup 331 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 4 screen Filing Status Button Clicking on the Filing Status button displays a window where the filing status of the current return for the current company can be selected Changes made to the filing status apply only to the current 2010 ELM Computer Systems Inc Entering Summary Form Information 113 return for the current company Available filing status options are e Not Required A return of this type is not required for the current company Need Return A return of this type is required for the current company e Entered Data has been entered for this return e Checked Data entered for this return has been checked e Filed This return has been filed with the CRA and or MRQ Recalculate Button Click this button to recalculate all calculated values this will also return all overridden s values to the
129. ancelled 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 1 0 00 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 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 141 for more information on how 2010 ELM Computer Systems Inc 94 T4 TimeSaver NET Guide Relev numbers are handled by T4 TimeSaver Relev Code Select R for original default value A for amended or D for canceled This will cause the slip to be labeled appropriately as required by It will also cause the sli
130. ar in the menus and if selected will inform the user that the chosen option is available only in a higher version View Menu View Menu View Company Forms Tools v Status Bar v Slip Editing ToolBar v 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 window Slip Editing ToolBar Toggles display of the Slip Editing ToolBar i400 ES H Company Selection ToolBar Toggles display of the Company Selection ToolBar Default Company M 5 F EA Start Page Toggles display of the Start Page 2010 ELM Computer Systems Inc 28 T4 TimeSaver NET Guide 2 5 4 I Start Page X 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 Some menu items lead to options that are not available in all versions of T4 TimeSaver These menu items may appear in the menus and if selected will inform the user that the chosen option is available only in a higher version Company Menu Company Menu Company Forms Tools Setup Repo Company Forms Tools Setup Repo New Company New Company Select Company Se
131. are assigned sequentially by T4 TimeSaver from a range supplied to ELM Computer Systems by the MRQ as slips are printed Depending on the slip to be printed its status and the answers you provide you will see one or more of the following dialogues Reassign Serial Numbers s Do you want to reassign the relev numbers before printing sin Ll The screen above will be displayed when you are re printing slips whether original or amended Clicking on Yes will cause T4 TimeSaver to calculate a new serial number for the slip s being printed Clicking on No will cause T4 TimeSaver to print the slip s using the serial number already assigned In the case where no serial number exists T4 TimeSaver will assign the next serial number in sequence Print System Assigned Original Relev Numbers s m Revenu Qu bec requires that amended RL slips show the relev number o of the 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 assigned numbers in the Num ro du relev original boxes by selecting Yes or if you have manually entered the original numbers on the slips you can print them instead by selecting No Select Yes to print the system assigned original numbers or No to print the numbers you entered on the slips CT The dialogue above will be displayed when one
132. arger than 150Mb in size If you are using one of these T4 TimeSaver versions to file electronic returns for a significant number of clients it may be in your best interest to upgrade to the T4 TimeSaver Plus or T4 TimeSaver Enterprise Instructions for MRQ Returns The following instructions are provided here for convenient reference For complete details see the MRQ website 2010 ELM Computer Systems Inc Electronic Filing 157 10 3 1 1 Electronic filing submissions may be made by Internet or on a media such as a CD or DVD CD or DVD submissions may not contain more than 50 slips A complete electronic filing submission contains the transmitter identification as well as the slip and summary information for each return No paper forms are required with the 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 MRQ to be filed electronically It may be sent either via the Internet or on a CD or DVD however Internet submissions may not exceed 150Mb If the transmission exceeds 150Mb contact the Division de l acquisition des donn es lectroniques 866 814 8392 for information on how to proceed 4 An electronic filing submission may contain only one CD or DVD It may contain a single return type and it may contain returns
133. artner s Share 96 Schedule 19 Non Resident Partner Name Address Etc T5013 Slip Identification Info Fiscal Period End Etc Summar Slip Amounts Allocated On Basis y Slip Non Monetary Values From Other Information 8 2 RL15 T4 TimeSaver Plus amp Enterprise Only Schedule 12 This section is in progress An updated version of the T4 TimeSaver manual will be released upon completion 2010 ELM Computer Systems Inc Part IX TIMESAVER NET Producing Reports 135 9 1 Producing Reports A Note on Using Adobe Reader to Print Reports Data Prints Outside of Fields on Pre Printed Forms When using Preview Print Adobe Reader will be used to print PDF reports To ensure accurate data placement you must first turn off all scaling options within Adobe Reader This will allow the printed reports to meet the requirements of the CRA and MRQ Failure to do so may result in data printing outside of many fields and cause your submission to be 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 Follow these steps to turn off scaling in Adobe Reader 1 Click on the File menu in Adobe Reader 2 Click on the Print option 3 About 2 3 of the way down there is an option referring to page scaling ensure that this option is set to None 4 Data should now fit in the appropriate fields throughout
134. ase 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 4 screen Filing Status Button Clicking on the Filing Status button displays a window where the filing status of the current return for the current company can be selected Changes made to the filing status apply only to the current return for the current company Available filing status options are e Not Required A return of this type is not required for the current company e Need Return A return of this type is required for the current company e Entered Data has been entered for this return e Checked Data entered for this return has been checked e Filed This return has been filed with the CRA and or MRQ Recalculate Button Click this button to recalculate all calculated values this will also return all 3 values to their calculated value Go to Slips Button Click on this button to display the RL 8 slips for the current employer The data entry screen for the current summary will remain available via a tab beneath the toolbar 2010 ELM Computer Systems Inc Entering Summary Form Information 125 7 16 RL17 Summary 4 TimeSaver Basic Plus amp Enterprise Only
135. at the same time as the letter R 2010 ELM Computer Systems Inc 20 T4 TimeSaver NET Guide c Type location t4netsetup where location designates the folder where you saved the downloaded installation package in the Run dialogue d Click OK to begin installing T4 TimeSaver Continuing the installation When the setup program begins follow the directions as they appear on your display Unless you have special installation requirements or are installing to a network location you can generally accept the default settings JB T4 TimeSaver Net 2009 crams Welcome to the T4 TimeSaver Net 2009 Setup Wizard EN BS 7 The installer will quide you through the steps required to install T4 TimeSaver Net 2009 on your computer b WARNING This computer program is protected by copyright law and international treaties Copyright c 2008 ELM Computer Systems Inc T4 TimeSaver Net 2008 fie Select Install Type cy CAM L 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 Back
136. atabase You can at this point elect to create a new database if you are a first time T4 TimeSaver user or you want to enter your data fresh or convert a database from the 2008 T4 TimeSaver if you are rolling data forward from the 2008 T4 TimeSaver to the 2009 T4 TimeSaver See Creating a Database 45 or Converting Databases 7 for more information 2 3 Registration The first time you start T4 TimeSaver you will see the registration screen Your copy of T4 TimeSaver must be registered before full functionality of the program is activated Until the authorization code has been entered T4 TimeSaver will operate as a demo All data entered into T4 TimeSaver while it is a demo will be retained upon authorization Enter the unique authorization code issued to you by ELM Computer Systems to register this copy of the program You will receive your authorization code by one of the following means 1 The authorization code will be displayed after successful completion of your order at our online store 2 The authorization code will be emailed for orders faxed telephoned to us that do not require shipping 3 The authorization code will be included in the product packaging when shipment has been requested In all cases please store your authorization code in a safe location as it applies to the 2009 T4 TimeSaver and all updates Once you have entered your authorization code you can then click on the OK button on the registration screen to
137. aver Lite You will also use the OPEN DATABASE option to convert a 2008 T4 TimeSaver Lite database to the 2009 T4 TimeSaver Lite format Use the OPEN DATABASE option of the FILE menu and browse to the location of your 2008 T4 TimeSaver Lite database You will then enter the database conversion 170 process To determine the location of your 2008 T4 TimeSaver Lite database open the 2008 T4 TimeSaver Lite program and use the FILE LOCATIONS option of the SETUP menu 2010 ELM Computer Systems Inc Working with Databases 47 3 4 3 5 Closing a Database 4 TimeSaver Basic Plus amp Enterprise Only 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 Backup and Restore a Database The Backup and Restore function allows you to make backups of your database for archiving security or as a precaution prior to installing T4 TimeSaver updates The Backup Dialogue B Backup Please select a folder and a file forthe backup Folder m Name Sample 2009 09 17 04 02 41 ZIP Use maximum compression Slower T4 TimeSaver Data Backup B Password Confirm password The following database will be backed up F Users PETER T4N Data Sample TO9N Frish Cancel Folder Enter the name of the
138. aver NET database the Convert Databases 17 dialogue will be displayed New Database Creates a new T4 TimeSaver database Close Database Closes the currently open database Backup and Restore Opens a sub menu by which a database may be either backed up or restored Repair Database Checks currently open database and repairs any damage Check 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 Event Viewer Enterprise Allows the system administrator to view data events of the system Print This Form CTRL P Sends currently open form to the default printer Exit Closes all open forms and dialogues and exit T4 TimeSaver Once T4 TimeSaver as been used to access one or more databases a list of recently used databases will appear below the Exit menu item Some menu items lead to options that are not available in all versions of T4 TimeSaver These menu items may appear in the menus and if selected will inform the user that the chosen option is available only in a higher version Edit Menu Edit Menu Edit View Company Forms Tools Set 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 Ctri PgDn Insert Company Address Shift F6
139. ax pension plan contributions charitable donations 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 2010 ELM Computer Systems Inc 58 T4 TimeSaver NET Guide 4 3 4 4 4 5 or double click on the company name Click on the thumbtack to keep the company list open for ease of switching between companies Companies ax ABC Accounting NN First Cup Coffee Signs R Us The Sleep Inn XYZ Advertising sojueduio 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 5 ABC Accounting First Cup Coffee 5 Signs R Us Sleep Inn 3 XYZ Advertising 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 s51 for details on the various fields Deleting a Company Delete the current company and all slips and summary forms associated with the company by sele
140. begin using T4 TimeSaver 2010 ELM Computer Systems Inc 24 T4 TimeSaver NET Guide 2 4 ud Registering 4 TimeSaver laj 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 character authorization code and click Start To run T4 TimeSaver for evaluation purposes enter blank in this box ea You may enter data into T4 TimeSaver without registering the program by clicking on the OK button without entering an authorization code but you will be unable to produce a return until the authorization code has been entered Several functions will also be unavailable until the software is registered The registration screen will be displayed each time you start the program until registration has been completed T4 TimeSaver is copyright c 1987 2009 by ELM Computer Systems Inc Please refer to the License Agreement 161 for full details of the agreement between ELM Computer Systems Inc and the purchaser users of the package User Names and Passwords T4 TimeSaver Plus amp Enterprise Only If you purchased either the T4 TimeSaver Plus or T4 TimeSaver Enterprise 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 u
141. box No will not Yes checkmarks box No will not Yes checkmarks box No will not Yes checkmarks box No will not Yes checkmarks box No will not Yes checkmarks box No will not Yes checkmarks box No will not Yes checkmarks box No will not Yes checkmarks box No will not Yes checkmarks box No will not Yes checkmarks box No will not Yes checkmarks box No will not Yes checkmarks box No will not Yes checkmarks box No will not Yes checkmarks box No will not Yes checkmarks 2010 ELM Computer Systems Inc Appendices Heading Q11BYES Q11BNO Q12AYES Q12ANO Q12BYES Q12BNO Q13AYES Q13ANO Q13BYES Q13BNO Q14AYES Q14ANO Q14BYES Q14BNO COMPANY NAME 1 Description Question 11 Satisfy Yes Question 11 Satisfy No Question 12 Apprentice Yes Question 12 Apprentice No Question 12 Designation Yes Question 12 Designation No Question 13 Purchase tools Yes Question 13 Purchase tools No Question 13 Satisfy Yes Question 13 Satisfy No Question 14 Forestry Yes Question 14 Forestry No Question 14 Power saw Yes Question 14 Power saw No Name of company with which the slip is associated Type max Comments size Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Ye
142. 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 Optional text to print at top of slip Recipient email address Type max size Text 30 Text 12 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 Text 15 Text 255 Comments Examples amp Defaults Required field CAN USA etc Original A Amended or C Cancelled 2009 2010 ELM Computer Systems Inc Appendices 207 Heading OKTOEMAILSLIP COMPANY NAME1 Description Permission granted to email slip Name of company with which the slip is associated Type max size Yes No Text 30 Comments Examples amp Defaults Yes T4 TimeSaver Enterprise only Optional field 2010 ELM Computer Systems Inc 208 T4 TimeSaver NET Guide 13 7 9 Headings for T5 amp RL3 T4 TimeSaver Plus amp Enterprise Only Cell A1 must contain T5 Heading NAME1 NAME2 LASTNAME1 FIRSTNAME1 INIT
143. cation Click the Restore Defaults button restore the folder locations to the default settings 2010 ELM Computer Systems Inc 180 T4 TimeSaver NET Guide 12 6 fag File Locations Program C Program Files Elm Computer Systems XT4 TimeSaver Net 2009 Current data file Rhebergen Documents T4 TimeSaver NET 2009 Data Demo TO9N File Locations Lite amp Basic System settings C ProgramData T4 TimeSaver NET 200 g User settings SENTE EN PEE dE E E LUN Browse Default data C Users Peter Rhebergen Documents T4 TimeSaver NET 2009 Data Browse PDFrepots C Users Peter RhebergenNDocuments T4 TimeSaver NET 2009 PDF Output Browse XMLfiling C Users Peter Rhebergen Documents XT4 TimeSaver NET 2009 XML Output Browse Backups C Users Peter Rhebergen Documents T4 TimeSaver NET 2009 Backups Browse fag File Locations Program C Program Files Elm Computer Systems T4 TimeSaver Net 2009 Current data file C Users Peter Rhebergen Documents T4 TimeSaver NET 2009 Data Demo TO9N V Allow users to set their own default data folder V Allow users to set their own PDF reports folder V Allow users to set their own XML filing folder Allow users to set their own Backup folder Coax I Cancel Restore Defauts File Locations Plus amp Enterprise System settings ProgramData T4 TimeSave
144. code 3 4 amp 5 Text 12 LASTNAME1 First recipient last name code 1 amp 2 Text 30 Required field FIRSTNAME1 First recipient first name code 1 amp 2 Text 12 INITIAL1 First recipient middle initial code 1 amp 2 Text 1 LASTNAME2 Second recipient last name code 1 amp 2 Text 30 FIRSTNAME2 Second recipient first name code 1 amp 2 Text 30 INITIAL2 Second recipient middle initial code 1 amp 2 Text 1 ADDRESS1 Address line 1 Text 30 ADDRESS2 Address line 2 Text 30 CITY City Text 28 PROV Province code Text 2 POSTAL Postal code including space Text 10 COUNTRY Country in address Text 3 CAN USA etc SLIPSTATUS Status of slip Text 1 Original A Amended or C Cancelled TAXYEAR Year box 10 Integer 4 2008 2009 etc RECTYPE Recipient Type box 11 Text 1 1 2 3 40r5 COUNTRYCODE Country code box 12 Text 3 PAYERID Payer or remitter Identification Number Text 20 SIN Foreign Social Security or Insurance No Text 20 INCOMECODE 1 Income Code box 14 Text 2 02 08 etc CURRENCYCODE Currency code box 15 Text 3 CAD USD etc INCOME 1 Gross Income box 16 Currency TAX1 Non resident tax withheld box 17 Currency EXEMPTIONCODE1 Exemption code box 18 Text 1 I C etc INCOMECODE2 Income Code box 24 Text 2 02 08 etc 2010 ELM Computer Systems Inc 194 T4 TimeSaver NET Guide Heading CURRENCYCODE2 INCOME2 TAX2 EXEMPTIONCODE2 TEXTATTOP EMAILADDRESS OKTOEMAILSLIP C
145. company at a time As above the file can be no larger than 150Mb in size If you are using one of these T4 TimeSaver versions to file electronic returns for a significant number of clients it may be in your best interest to upgrade to the T4 TimeSaver Plus or T4 TimeSaver Enterprise 10 3 2 1 MRQ Internet Filing Limitations The following information is taken from the MRQ document IN 800 V 4 1 1 Online The combined file size of all transmitted data must not exceed 150 megabytes 150 MB If the transmission exceeds this limit contact the Division de l acquisition des donn es lectroniques for information on how to proceed Important The transmission of data whose combined file size is less than 150 MB may still encounter certain problems for which Revenu Qu bec is not responsible These problems may occur if the equipment you use performs poorly if you have a low capacity Internet connection or if you try to submit the data during the final hours before the deadline To send files online go to our website and click on the Online Services Forms and Publications tab followed by Services Under Tax Categories click Filing RL slips and select Internet Transmission of RL Slips then click on Access to service Complete the on screen form and click Continue Click Browse then select your file Before clicking Submit make sure that you have selected the correct file You will automatically receive an acknowledgement of receipt along with a
146. company will be included in the tool action Selected Companies Only selected companies will be included in the tool action User Defined Groups Allows the user to define a group of companies such as all companies under the authority of a specific individual and save that group for future activity The buttons in this section have the following function e Save Saves changes to the current group e Rename Renames the current group e List Lists all groups e Save As Creates a user defined group prompting the user for a descriptive name e Delete Deletes the current group e Exception Lists all companies not currently belonging to any group 2 5 7 Setup Menu Setup Menu Setup Reports Windows Help Deve Setup Reports Windows Help User Settings User Settings Contribution Rates and Constants User Administration File Locations Data file security Change Authorization Code Contribution Rates and Constants Edit Setup Files File Locations Change Authorization Code Setup Menu Lite amp Basic SR TRE Edit Setup Files Setup Menu Plus amp Enterprise Any menu or submenu item that is greyed out is not currently available User Settings Configures per user settings for New Company Defaults 174 T4 Adjustment Defaults h7 Data Entry 175 Electronic Filing hs and other Options 177 User Administration Plus amp Enterprise Opens User Administration 177 dialogue to
147. create modify or delete user accounts manage database access restrictions and create a default user template Contribution Rates and Constants Edit Contribution Rates and Constants 17 used CPP QPP PPIP amp El calculations amp adjustments File Locations Displays the folders 1781 used by T4 TimeSaver for data output amp settings Change Authorization Code Used to enter a new or replacement Authorization Code 1801 Change Your Password Plus amp Enterprise Changes the current user s password 18 Edit Setup Files To be used with T4 TimeSaver technical support to directly edit System Settings 1st Paths lis and User Settings 182 Some menu items lead to options that are not available in all versions of T4 TimeSaver These menu items may appear in the menus and if selected will inform the user that the chosen option is available only in a higher version 2010 ELM Computer Systems Inc 34 T4 TimeSaver NET Guide 2 5 8 Reports Menu Reports Menu Reports Windows Help Reports Windows Help Developer Reports Windows Help Developer Reports Windows Help L T4 NR4 NR4 NR4 T4A gt T4 n n E TS gt TAA TAA gt TAA eS T4A NR T4A NR T4A NR gt RL 3 gt T4A P T4A P gt 4 k T4A RCA TAA RCA TAA RCA gt Validate Data Before Filing Federal Taps Taps T4PS x Validate Data Before Fili
148. cted upon by the tool Any combination of return types or companies can be selected Filing status options are 2010 ELM Computer Systems Inc 148 T4 TimeSaver NET Guide e Not Required No return is required e Need Return A return is required e Entered A return has been entered into T4 TimeSaver e Checked Data entered has been checked e Filed The return has been filed with the CRA and or the MRQ Once you have made the desired selections you can click on the Refresh button to display the filing status for the selected employers in the lower half of the screen and the Print button will become active allowing you to print the report 2010 ELM Computer Systems Inc art X TIMESAVER NET 150 T4 TimeSaver NET Guide 10 10 1 Electronic Filing 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 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 ud Start Page ud Company 98 Electronic Filing Select me Clear All Sample Company Current Company Z User Define
149. cting 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 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 Cancel Adjust Unadjust T4 amp RL 1 Slips This option opens the Print Adjustment Report window The menu allows you perform the functions associated with adjusting T4 and RL 1 slips for a company 2010 ELM Computer Systems Inc Company Information 59 E 8 Print Adjustment Report Companies ZW Comoe imo Curent Company mmm User Defined Groups Save As Exception 1 selected Options Preview Print Detail Summary Detail report n Adjust Sips Sort slips by Name n 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 li
150. ction in the lower left corner of the Printing Summary Reports 4 screen Filing Status Button Clicking on the Filing Status button displays a window where the filing status of the current return for the current company can be selected Changes made to the filing status apply only to the current return for the current company Available filing status options are e Not Required A return of this type is not required for the current company e Need Return A return of this type is required for the current company e Entered Data has been entered for this return e Checked Data entered for this return has been checked e Filed This return has been filed with the CRA and or MRQ Recalculate Button Click this button to recalculate all calculated values this will also return all 3 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 current summary will remain available via a tab beneath the toolbar 2010 ELM Computer Systems Inc 126 T4 TimeSaver NET Guide 7 17 RL25 Summary 4 TimeSaver Basic Plus amp Enterprise Only Start Page 3 RL 25 Summary X gaea RL 25 Summary Income from a Profit Shari
151. current employer The data entry screen for the current slip will remain available via a tab beneath the toolbar 2010 ELM Computer Systems Inc 82 T4 TimeSaver NET Guide e Slip Refer to e Slip 631 for information on using the e Slip tab This feature is available in T4 TimeSaver Enterprise only 2010 ELM Computer Systems Inc Entering Slips 83 5 19 RL1 Input Window Start Page YE TAJRL m caeca RL 1 Employment and Other Income 4 GotoTs GotoSummay EN Demo Company Sumame First name Initial DEMO T4 Social insurance number Address line 1 this street Reference number Address line 2 that street CPP QPP pensionable weeks 52 00 City Province that prove D Code Box O B Postal code Country HI Recipient Quebec ID no E Recipient is a business Status of sip 0 Ed Original Original relev 1 no 0 Current relev 1 no 0 2 RL 1 Slip 3 e Slip The RL 1 is unavailable unless the province of employment is set to QC on the T4 slip Set to QC Entered Adjusted Employment income 0 00 Employee s GPP contributions Employee s El premiums RPP contributions Quebec income tax deducted Union dues QPP pensionable eamings Employee s
152. cursor control keys as well as the Backspace Delete Home and End keys You will not find a Save button on any of T4 TimeSaver s data entry screens Data is saved immediately as it is entered Once you have competed your data entry on any given form you can safely close the form by clicking on the Close button without losing your data Getting Help Whenever you require help press the F1 key to access the on line help screens If 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 371 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 During a technical support session our staff may ask you to supply a copy of your database To send a copy of your database select Send E mail to Technical Support from the Help 371 menu Your default email program will start at which point the database can be sent as an attachment Use the Diagnostics entry of the Help 371 menu to find out where the database is located Please rest assured that data sent to ELM Computer Systems will be treated with the strictest of confidence and will not be used for any purpose not related to problem resolution To send ELM an error log select Send Error
153. d 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 Wide Top and Bottom 1 Left and Right 2 9 8 Printing Company Filing Status 4 TimeSaver Enterprise Only Company Filing Status WE Start Page 8 Filing Status X Companies 7 Test NR4 E T5018 P Select Clear All VI le z Es Saus Rows Dates Orientation Eee Not require T4A R2 Size Letter X All Comp Lener E T4ANR R3 User Defined Groups T4AP R8 Margins Nomal T4ARCA R15 Tem T4PS R17 m 6 T5 R25 Save As Exception T1204 aaa J Ha Global Set T5013 p JE L u 181 xs Company Category name The Filing Status button displays the Filing Status selection window which is used to filter data by filing status Only selected data will be a
154. d Changes made to the filing status apply only to the current return for the current company Available filing status options are e Not Required A return of this type is not required for the current company e Need Return A return of this type is required for the current company e Entered Data has been entered for this return e Checked Data entered for this return has been checked e Filed This return has been filed with the CRA and or Recalculate Button Click this button to recalculate all calculated values this will also return all 3 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 2010 ELM Computer Systems Inc 108 T4 TimeSaver NET Guide 7 6 TAARCA Summary 4 TimeSaver Basic Plus amp Enterprise Only WE Start Page 43 TAARCA Summary X Et T4A RCA Summary Information Return of Distributions From RCA Fig Staus Recalculate Goto Sips Demo Company Year 2009 Custodian account number cs Name of the RCA trust Total number of slips filed 88 0 Refund of employer contributions 12 0 00 Refund of employee contributions 14 0 00 Distributions 16 0 0
155. d if any that was used to create the backup Please note that passwords are case sensitive Once all the settings have been configured to your satisfaction you can click the Finish button to restore your data Once the data has been restored you can access it through T4 TimeSaver s Open Database 48 function Repair Database The database repair routine in T4 TimeSaver 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 DATABASE REPAIR ROUTINE OF T4 TimeSaver 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 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 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 b
156. d Groups Save As Exception Fiing Status 1 selected Retum Types Filing Options Destination Validation report only 4 5 Slip status 10 Original Zi T5018 NR4 T4ANR Validation Options T1204 T4AP Critical error report Show only the first 20 critical error messages Show XML schema error messages Warings report Show validation wamings report Show only the first 20 waming messages Companies Select one of the options from the drop down list Selected print the slips for selected companies Sample Company Display and process in selection sequence Setup Processing Transmitter Setup l Process Go to Output Folder Set Output Folder Close Suppress total calculations Create Releve Test File 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 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 Basic you may only select one company at a time to file electronically Multiple company submissions are allowed only with T4 TimeSaver Plus Return types One type
157. d for electronic filing o Not Processed The return has not been processed for electronic filing Select on printing status Selects companies based on whether or not slips and or summaries have been printed It is also possible to limit this selection to a specific date range o Slips and Summaries Printed Slips and Summaries have been printed o Slips and or Summaries not Printed Slips and Summaries have not been printed Select on company category Selects companies based on their company category company category is user defined and is entered on the Company Setup screen Select companies with active slips Selects companies which have at least one active non zero slip of the type specified in the Filter applies to selection list Clear Clears all flags set through the Filter button Select Used to choose between 2010 ELM Computer Systems Inc Getting Started 37 e All Companies All companies will be included in the tool action e Current Company Only the current company will be included in the tool action e Most Recently Used Only the most recently used company will be included in the tool action e Selected Companies Only selected companies will be included in the tool action User Defined Groups Allows the user to define a group of companies such as all companies under the authority of a specific individual and save that group for future reports The buttons in this section have t
158. d 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 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 14 Net Pay Button The employee s net pay is calculated and displayed on the screen as you enter data into each box of the T4 and may prove useful as an audit check It will be calculated in one of the two following ways 2010 ELM Computer Systems Inc 68 T4 TimeSaver NET Guide 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 the
159. dded to the data existing in T4 TimeSaver Enterprise as a new slip If the slip already exists in the T4 TimeSaver database it will be overwritten Add Update Option Update existing slips based on linking field This option will update existing data in the T4 TimeSaver Enterprise by use of the linking field The linking field can be any field that is unique to each recipient such as SIN During the import existing data for the recipients indicated by the linking field will be updated with the data appearing in the import file If no existing recipient is found matching the linking field you can use the When linking field is 2010 ELM Computer Systems Inc 168 T4 TimeSaver NET Guide 11 4 2 11 4 3 11 5 missing or not found option to either stop processing the import data or skip the record for which no linking field is found Import from XML File 4 TimeSaver Plus amp Enterprise Only 1 Start T4 TimeSaver From the Tools menu choose Import and then Import from XML File WE Start Page 44 Import From XML File X File to Import Select an XML file containing a T4 T4A or T5 retum Browse Company Import transmitter information from this file into Import into current company Setup User Settings Electronic Filing Import into new companyties Import Close 2 Browse to the location of the XML file you wish to import data from Any XML file meeting the electronic data submission requi
160. de 7 8 T5 Summary ug Start Page WE 5 Summary X BE T5 Summary Retur of Investment Income Fing Status Recalcute Goto Sips Demo Information retum for year ended December 31 Language of choice for correspondence English French T This is an amended T5 summary This is an additional T5 summary E f you have filed a T5 information retum before click here Total number of T5 slips 31 0 Actual amount of dividends otherthan eligible 10 0 00 Taxable amount of dividends other than eligible 11 0 00 Filer identification number see note below Federal dividend tax credit other than eligible 12 0 00 Interest from Canadian sources 13 0 00 Starting with the 2009 taxation year T5 returns must be filed using a A nom Cane 14 090 Information Return Program Account RZ number 000000000RZ0000 pren se instead of the Filer Identification Number HA0000000 If you do not receive Foreign income 15 0 00 your RZ number by the end of December 2009 you may apply for an RZ F 16 Dol number using CRA s form RC257 which is available at net http www cra arc gc ca E pbg tf rc257 or call CRA at 1 800 959 5525 Royalties from Canadian sources 17 0 00 Enter the new RZ number on the company information screen There is no 0 00 a
161. dent s service industry Text 4 COUNTRYRES Country of Residence Text 3 USA 2010 ELM Computer Systems Inc 202 T4 TimeSaver NET Guide Heading TEXTATTOP EMAILADDRESS OKTOEMAILSLIP COMPANY NAME1 Description Optional text to print at top of slip Recipient email address Permission granted to email slip Name of company with which the slip is associated Type max size Text 15 Text 255 Yes No Text 30 Comments Examples amp Defaults Yes T4 TimeSaver Enterprise only Optional field 2010 ELM Computer Systems Inc Appendices 203 13 7 6 Headings for T4AP T4 TimeSaver Plus amp Enterprise Only Cell A1 must contain T4AP Heading LASTNAME FIRSTNAME INITIAL ADDRESS1 ADDRESS2 CITY PROV POSTAL COUNTRY YEAR SLIPSTATUS NUMOFMONTH EFFECTIVEDATE TAXABLECPP INCOMETAX RETIREMENT SURVIVOR DISABILITY CHILD DEATH BENEFITNUM SIN TEXTATTOP EMAILADDRESS OKTOEMAILSLIP 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 ins
162. drive that you indicate You will be prompted to enter the Submission Sequence Number This is a number from 1 to 999 that identifies the submission sequence of electronic files you submitted to the CRA as a transmitter Regardless of your client enter 1 for your first submission 2 for your second etc The number you enter will be included in the filename so CRA will know that it is a unique submission Enter the appropriate number as requested and click the OK button Label the diskette with the following information The name of the submission file The file will be named RCTTAXnnn XML where n represents the Submission Sequence Number Your firm s name and telephone number so that the CRA can contact you if you need to re file your submission Your firm s Transmitter Number Filing Courier or mail the Diskette to the following address Electronic Media Processing Unit Ottawa Technology Centre Canada Revenue Agency 875 Heron Road Ottawa ON K1A 1A2 2010 ELM Computer Systems Inc Part XI TIMESAVER NET 162 T4 TimeSaver NET Guide 11 Using Tools to Manipulate Data 11 4 Merge Companies Start Page Va Merge Companies X Company 1 Database Company 2 Database Company New Company Database Company Satan aed ad bem che ai Use the Merge Companies function to merge two companies as a third company The companies to be merged can be selec
163. e 2010 ELM Computer Systems Inc Entering Slips 73 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 e Slip Refer to e Slip 63 for information on using the e Slip tab This feature is available in T4 TimeSaver Enterprise only 2010 ELM Computer Systems Inc 74 T4 TimeSaver
164. e 8 and Schedule 50 for new year Source folder Browse Destination folder Set destination folder the same as the source folder Select which file s to convert Initialize fields zero amounts remove Amended etc If checked will cause T4 TimeSaver to remove all dollar values during conversion Clear CPP Exempt boxes Removes the CPP Exempt flag from all slips making them non exempt Clear El Exempt boxes Removes the El Exempt flag from all slips making them non exempt Clear Do not adjust CPP boxes Removes the Do not adjust CPP flag from all slips allowing them to be adjusted Clear Do not adjust boxes Removes the Do not adjust EI flag from all slips allowing them to be adjusted Roll forward federal partnership Schedule 8 and Schedule 50 for new year Copies contents of federal partnership Schedule 8 and Schedule 50 into 2009 database Source Folder Location of the database to be converted if you are unsure of its location you can either use the Browse button or open the 2008 T4 TimeSaver and use its Setup File Locations menu to display the database location Once the source has been specified all 2008 databases in the source folder will be displayed in the lower half of the display Any or all databases may be selected for conversion No change will be made to the original database Destination Folder Location of the converted database The original database wi
165. e MinLength End of report Validation Report Critical Errors Processing of an electronic return will be halted if any Critical Errors are found Critical Errors are those that would cause CRA or MRQ to reject the electronic return Processing of the electronic return can only continue if all Critical Errors have been repaired WS Start Page VUS Electronic Filing Validation Report X oaen gt View wamings then click Next to proceed Electronic Filing Validation Warnings Database C Users Peter Rhebergen Documents T4 TimeSaver NET 2009 Data Demo T09N Printed 2 22 2010 at 10 52 AM Returns T4 Companies DEMO The following items are wamings only and need not be corrected in order to file the selected data However while the data in your selection does technically pass CRA s validation requirements for filing electronically items in this list may indicate other types of errors in the data Click here for more information Company information for DEMO Address is missing Postal code is missing End of report Validation Report Warning Errors Pressing the Next button in the upper right of the Validation Report available only if no Critical Errors have been found will create the XML file Once the XML file has been successfully created the Internet Filing dialogue will be displayed ag Internet Filing zx jJ XML submission file C Users Peter Rhebergen Docu
166. e Not Required A return of this type is not required for the current company e Need Return A return of this type is required for the current company e Entered Data has been entered for this return e Checked Data entered for this return has been checked e Filed This return has been filed with the CRA and or Recalculate Button Click this button to recalculate all calculated values this will also return all overridden 6 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 2010 ELM Computer Systems Inc Entering Summary Form Information 101 7 2 T4 Summary Start Page 8 Summary X Bl T4 Summary Summary of Remuneration Paid Fing Status Goto Sins Demo Company For year ending December 31 mg Total number of T4 slips filed active slips only 88 0 Employment income 14 0 00 Number of T4 slips includes active slips only Registered pension plan RPP contributions 20 0 00 Pension adjustment 52 0 00 Employees CPP contributions 16 0 00 Employer s CPP contributions z E
167. e are also often called upon to support older technologies such as Novell and other obsolete software Please visit our website to learn more about ELM Computer Systems www elmcomputers com Here is a sample of the resources available from ELM Computer Systems e Onsite and remote support amp maintenance of stand alone computers or entire networks 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 Handheld data collection for field technicians www elmcomputers com ELM Computer Systems S100 html e ELM Bulletin Monthly newsletter covering all aspects of business computing www elmcomputers com ELM Computer Systems 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 M Email info elmcomputers com COMPUTER SYSTEMS INC Website www elmcomputers com 2010 ELM Computer Systems Inc Introduction 15 1 3 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 program English Technical Support English technical support is ava
168. e default certification information entered on the New Company Defaults 172 tab of the User Settings 182 submenu of Setup 331 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 4 screen 2010 ELM Computer Systems Inc 102 T4 TimeSaver NET Guide Filing Status Button Clicking on the Filing Status button displays a window where the filing status of the current return for the current company can be selected Changes made to the filing status apply only to the current return for the current company Available filing status options are e Not Required A return of this type is not required for the current company e Need Return A return of this type is required for the current company e Entered Data has been entered for this return e Checked Data entered for this return has been checked e Filed This return has been filed with the CRA and or Recalculate Button Click this button to recalculate all calculated values this will also return all overridden s values to their calculated value Go to Slips Button Click on this button to display the T
169. e necessary to run TANETNODE on all workstations you will be informed if this is required To confirm that the update has installed correctly click on the Help menu and select About A dialogue will be displayed showing the current version and its release date among other information The version information displayed should indicate the most recent installation Starting the Program A T4 TimeSaver icon like the one below will be automatically created on your desktop Additionally a program group named T4 TimeSaver will be added to the Start menu and will contain entries for the T4 TimeSaver 2009 program and its documentation T T4 TimeSaver 2009 2010 ELM Computer Systems Inc Getting Started 23 Double clicking on the T4 TimeSaver icon will start the T4 TimeSaver program The Start Page will be displayed when T4 TimeSaver begins The Start Page provides immediate access to some basic functionality of T4 TimeSaver Specifically you will be able to create open a database check for program updates view basic version information and visit the T4 TimeSaver website T4 TimeSaver WE Start Page vx 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 You may see a notice that there is no current d
170. e the existing file if you did not submit the original and are re doing the submission or to change the sequence number if the 2010 ELM Computer Systems Inc 160 T4 TimeSaver NET Guide 10 5 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 labeling showing the transmitter s name and telephone number the Transmitter Number and your submission file name Filing on Diskette T4 TimeSaver Plus amp Enterprise Only When the Diskette option is selected as the destination for the Electronic Filing submission you will be prompted to enter the destination drive for the submission Diskette submissions are not accepted by the MRQ Creating the submission diskette Once you select Process T4 TimeSaver will automatically copy the electronic filing submission to the floppy
171. e 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 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 Other Options Adjust CPP EI PPIP differences greater than If an amount is entered in this box an adjustment to CPP QPP El or 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 insuff
172. ection Panel Most reports share a common data selection panel This panel enables the user to specify a range of data that will be included in the selected report Filter 2010 ELM Computer Systems Inc T4 TimeSaver NET Guide Set Company Filter Select on filing status Not required Select on electronic filing status Select on printing status Select on company category Filter applies to F setting a filter based on criteria other than company category select the type of retum to filter Select companies with active slips x The Filter button displays the Set Company Filter window which is used to filter the companies included in the selected report to those of greatest interest to the user The Filter button will also appear in the Filing Status window Available filters are e Select on filing status Selects companies by their filing status It is also possible to limit these selections to specific date ranges o Not Required No return is required o Need Return A return is required o Entered A return has been entered into T4 TimeSaver o Checked Data entered has been checked o Filed The return has been filed with the CRA and or the MRQ Select on electronic filing status Selects companies based on whether or not an electronic return has been processed It is also possible to limit this selection to a specific date range o Processed The return has been processe
173. efore 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 2010 ELM Computer Systems Inc Working with Databases 49 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 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 2010 ELM Computer Systems Inc Part IV TIMESAVER NET Company Information 51 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
174. eign country box J Status of slip Optional text to print at top of slip Recipient email address Permission granted to email slip Type max Comments size Examples amp Defaults Text 30 Required field Text 12 Text 1 Text 30 Text 30 Text 28 Text 2 Text 10 Text 3 CAN USA etc Text 1 2009 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 Text 255 Yes No Yes 2010 ELM Computer Systems Inc 230 T4 TimeSaver NET Guide COMPANY NAME1 Name of company with which the slip is associated Text 30 T4 TimeSaver Enterprise only Optional field 2010 ELM Computer Systems Inc Appendices 231 13 7 19 Headings for RL25 T4 TimeSaver Plus amp Enterprise Only Cell A1 must contain R25 Heading Description Type Comments max size Examples amp Defaults NAME1 Beneficiary name line 1 type 3 4 amp 5 Text 30 Required field NAME2 Beneficiary name line 2 type 3 4 amp 5 Text 12 LASTNAME1 First beneficiary last name type 1 2 amp 6 Text 30 Required field FIRSTNAME1 First beneficiary first name type 1 2 amp 6 Text 30 INITIAL1 First beneficiary middle initial type 1 2 amp 6 Text 1 LASTNAME2 Second beneficiary last name type 1 2 amp 6 Text 30 FIRSTNAME2 Second beneficiary first name type 1
175. en Remove inactive slips only is checked only inactive non zero slips will be removed Changes made using this tool cannot be reversed 11 8 Event Viewer 4 TimeSaver Enterprise Only Start Page 0 Event Viewer Companies c Filter Z Sample Company Orientation T me 9 17 2009 3 35 PM Database created as F Users PETER T4N Data Sample TO9N MANUAL 2010 ELM Computer Systems Inc 172 T4 TimeSaver NET Guide The Event Viewer gives an administrator the tools necessary to prepare detailed reports on significant events occurring during the use of T4 TimeSaver Enterprise It is intended to serve as an aid to data entry analysis and can also assist in forensic analysis of system performance 2010 ELM Computer Systems Inc Part XII TIMESAVER NET 174 T4 TimeSaver NET Guide 12 12 1 12 1 1 12 1 2 Using Setup to Configure T4 TimeSaver NET User Settings For the Plus version of T4 TimeSaver each user may set their own default preferences in a 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 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 over
176. enada 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 for instances where none of the above apply 2010 ELM Computer Systems Inc 190 T4 TimeSaver NET Guide 13 6 Layout of Import Flles 4 TimeSaver Plus amp Enterprise Only Both the T4 TimeSaver demo and T4 TimeSaver Basic will import the first three records of an Excel file for evaluation purposes Instructions 1 Cell A1 must
177. ension or superannuation 16 0 00 Recipient s corporation or partnership name Lump sum payments 18 0 00 Note f entered these fields will replace the name on the slip Self employed commissions 20 0 00 Income tax deducted 22 0 00 Annuities 24 0 00 Eligible retiring allowances 26 0 00 Footnotes Non eligible retiring allowances 27 0 00 Note These footnotes are printed but not included in electronic filing 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 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 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 canceled This will cause the slip to be labeled appropriately as required by C
178. ent s business number 61 Partnership s identification number 86 F 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 canceled This will cause the slip to be labeled appropriately as required by CRA It will also cause the slip to be included or excluded appropriately whenever the Amended only or Originals only options are chosen 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 canceled This will cause the slip to be labeled appropriately as required by CRA It will also cause the slip to be included or excluded appropriately whenever the Amended only or Originals only options are chosen 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 e Slip Refer to e Slip 631 for information on using the e Slip tab This feature is available in T4 TimeSaver Enterprise only 2010 ELM Computer Systems Inc 80 T4 TimeSaver NET Guide 5 17 T5018 Input Window 4 Ti
179. 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 150 for further information regarding electronic filing 2010 ELM Computer Systems Inc 176 T4 TimeSaver NET Guide Start Page User Settings X User Settings 1 New Company Defauits zdusmentOp ons Bectronic Fing f 5 Options m Transmitter Information Name line 1 Transmitter number Name line 2 Address line 1 Address line 2 Quebec City Province Transmitter number Postal code Country Transmitter type 2 E Fingon behat of other filers Identification file Accounting Contact NEQ Name Source of slips B RL slips are facsimiles obtained from third party Area code phone number Phone extension Language EB Technical Contact Name Area code phone number Telephone extension Language E mail 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 as with the exception of Name line 2 and Address line 2
180. ess storage space While this will slow down the backup and restore process somewhat it is useful if you need to create the smallest backup file possible Once all the settings have been configured to your satisfaction you can click the Finish button to create your backup If any users have the database open at their workstation the backup will not be successful The Restore Dialogue 2010 ELM Computer Systems Inc 48 T4 TimeSaver NET Guide 3 6 Restore E A5 Please select a file to restore Restore this file 4 TimeSaver Data Restore Restore to path F Users PETER TAN Data File name TOSN lt You may restore the file to a different file name ff there is a password for this Backup file type it here Restore this file Enter the folder and filename you used when creating the backup see above You can use the button at the end of the field to browse folders for backup files Restore to path Enter the folder to which you will restore the backup This can be either an existing folder containing T4 TimeSaver data or a new folder created specifically for the restore If you are restoring data to an existing folder please be aware that any data in that folder with the same name as is contained in the backup file will be overwritten If other users have the file open at their workstations the restore will fail If there is a password for the Backup Enter the passwor
181. ext 100 227 2010 ELM Computer Systems Inc 228 T4 TimeSaver NET Guide Heading EMAILADDRESS OKATOEMAILSLIP COMPANY NAME1 Description Recipient email address Permission granted to email slip Name of company with which the slip is associated Type max size Text 255 Yes No Text 30 Comments Examples amp Defaults Yes T4 TimeSaver Enterprise only Optional field 2010 ELM Computer Systems Inc Appendices 229 13 7 18 Headings for RL17 T4 TimeSaver Plus amp Enterprise Only Cell A1 must contain R17 Heading LASTNAME1 FIRSTNAME1 INITIAL1 ADDRESS1 ADDRESS2 CITY PROV POSTAL COUNTRY YEAR SIN REFERENCENUMBER DEDUCTION INCOMEYEAR INCOMESTAY ALLOWANCEYEAR ALLOWANCESTAY DAYSOUTSIDE PERIODSOUTSIDE DATEDEPARTURE DATERETURN FOREIGNCOUNTRY SLIPSTATUS TEXTATTOP EMAILADDRESS OKTOEMAILSLIP 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 for
182. folder where you wish to save the backup file This folder can be on any storage media accessible to the computer running T4 TimeSaver including external and removable storage devices File Name Enter the name you wish to use for the backup file This name does not need to have any association with the name of your database or company it is simply a name that will allow you to quickly sort through backup files and pick the appropriate file to restore see below We do recommend including the date in the file name soit will be easier to select a backup file from a specific point in time when performing a restore The combination of your selected folder and file name is displayed in the lower left corner of the backup dialogue Password Confirm Password You may optionally secure the backup file by creating a password Enter the password if desired in the Password field and confirm the password in the Confirm Password field Passwords can be a combination of any letter number or symbol to a maximum length of 30 characters Passwords are case sensitive NOTE Record your password and store it in a secure location as the backup file will no longer be accessible if the password has been lost and it will not be possible for ELM to recover the password for you Use Maximum Compression While all backup files are compressed if this box is checked the backup file will be created with maximum compression This will cause the backup s to take up l
183. g Summary Reports 4 screen Filing Status Button Clicking on the Filing Status button displays a window where the filing status of the current return for the current company can be selected Changes made to the filing status apply only to the current return for the current company Available filing status options are e Not Required A return of this type is not required for the current company 2010 ELM Computer Systems Inc Entering Summary Form Information 109 e Need Return A return of this type is required for the current company e Entered Data has been entered for this return e Checked Data entered for this return has been checked e Filed This return has been filed with the CRA and or MRQ Recalculate Button Click this button to recalculate all calculated values this will also return all overridden 63 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 entry screen for the current summary will remain available via a tab beneath the toolbar 2010 ELM Computer Systems Inc 110 T4 TimeSaver NET Guide 7 7 TAPS Summary 4 TimeSaver Basic Plus amp Enterprise Only Start Page 43 T4PS Summary H
184. g T4s 97 US Start Page ug Company vx Company Setup Demo Company 1 General 2 Adjustment Options 3 Net Pay r Transfer Over Remittance r CPP QPP Adjustment Options V Adjust if over maxiumum under required minimum Transfer oversemittance 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 Other Adjustment Options 7 Adjust El premiums if over annual maximum Adjust CPP EI PPIP differences greater than 1 00 SD 7 Adust CPP EI PPIP to calculated amounts even f there is insufficient tax to offset the adjustment E Adjust insurable eamings based on El premiums Maximum amount by which tax may be reduced 9 999 99 m PPIP Adjustment Options Adjust PPIP premiums if over annual maximum E Adjust PPIP premiums based on insurable eamings E Adjust insurable eamings based on PPIP premiums Standard Adjustment Options Lite amp Basic 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 will restore the default values that are stored in the User
185. h America than any other T4 TimeSaver version Databases created with T4 TimeSaver Plus are fully accessible by T4 TimeSaver Basic and T4 TimeSaver Enterprise T4 TimeSaver Enterprise T4 TimeSaver Enterprise is an enhanced version of T4 TimeSaver Plus and has been designed to meet the data entry reporting and management needs of even the largest organizations With enhanced reporting and forensic analysis capabilities T4 TimeSaver Enterprise will become THE tool of choice for professionals across Canada For the 2009 tax season T4 TimeSaver Enterprise is available for the same cost as T4 TimeSaver Plus giving you the chance to test drive its advanced features at a very reasonable price Databases created with T4 TimeSaver Enterprise are fully accessible by T4 TimeSaver Basic and T4 TimeSaver Plus If at any time during the 2009 tax season you find that you require a different version of T4 TimeSaver you can upgrade or downgrade to a version that better meets your needs You will be invoiced or refunded for the price difference including taxes between the version you have and the version you are changing to Shipping charges cannot be refunded on returns Databases are fully interchangeable between T4 TimeSaver Basic T4 TimeSaver Plus and T4 TimeSaver Enterprise If you are moving to or from T4 TimeSaver Online or T4 TimeSaver Lite ELM s technicians can import the databases for a fee Please refer to the following chart to determine which versio
186. h which the slip is associated Text 6 Text 65 Currency Currency Currency Currency Currency Currency Text 1 Text 255 Yes No Text 30 1 Individual other than a trust 2 Trust 3 Corporation 4 Partnership 5 Nominee or agent Yes T4 TimeSaver Enterprise only Optional field 2010 ELM Computer Systems Inc 222 T4 TimeSaver NET Guide 13 7 15 Headings for RL2 T4 TimeSaver Plus amp Enterprise Only Cell A1 must contain R2 Heading LASTNAME FIRSTNAME INITIAL ADDRESS1 ADDRESS2 CITY PROV POSTAL COUNTRY SOURCE1 BENEFICIARYNUM ANNUITY BENEFIT OTHERPAYMENT REFUNDRRSPSPOUSE DEATHBENEFIT REFUNDRRSPUNDEDUCTED REVOCATION OTHERINCOME DEDUCTION TAX INCOMEAFTERDEATH LIFELONGLEARNING TAXPAIDAMOUNT SIN SIN2 HOMEBUYER REPORTCODE 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 Source of income Employer assigned number Life annuity payments amount RRSP RRIF DPSP benefit amount Other Payment amount Refunded RRSP amounts Value of benefit at time of death Amount of refunded excess RRSP Value of benefit before amendment All other income Amount giving entitlement to deduction Amount of Qu bec tax held at source Income earned after death amount Life Long Learning Plan amount Tax paid amount
187. he following function e Save Saves changes to the current group e Rename Renames the current group e List Lists all groups e Save As Creates a user defined group prompting the user for a descriptive name e Delete Deletes the current group e Exception Lists all companies not currently belonging to any group 2 5 9 Windows Menu Windows Menu Windows Help Close All 1 Start Page 2 Company 3 TA RL 1 Any menu or submenu item that is greyed out is not currently available From the Windows Menu the user can see all windows currently open in T4 TimeSaver and switch between them The currently active window will be indicated by a check mark and any window can be chosen by clicking on it Close All Closes all currently open windows in T4 TimeSaver leaving T4 TimeSaver running Used when functions such as database repair ask to close all open windows 2 5 10 Help Menu Help Menu Help Contents Ctri F1 Search Partnership Forms Quick Start Guide PDF T4 TimeSaver User Guide PDF Excel Import Templates XLS Reset Tips Technical Support Options Send Email to Technical Support Send Error Log to Technical Support Check For Program Update Internet Sites 4 Diagnostics About Any menu or submenu item that is greyed out is not currently available Contents Displays a list of all help topics 2010 ELM Computer Systems Inc 38 T4 TimeSaver NET Guide 2
188. he 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 The cursor only stops at the boxes that have been checked off on the corresponding Data Entry 175 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 drop down 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
189. iated with the user Each user can establish their own preferences and default values by selecting User Settings 177 from the Setup 33 menu 2 5 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 Some menu items lead to options that are not available in all versions of T4 TimeSaver These menu items may appear in the menus and if selected will inform the user that the chosen option is available only in a higher version 2 5 1 File Menu File Menu File Edit View Company Open Database New Database Close Database Backup and Restore Repair Database Check Data Integrity Repair User Database Event Viewer Print This Form Ctrl P Exit 1 Demo TO9N Any menu or submenu item that is greyed out is not currently available Open Database Opens an existing 2008 Original T4 TimeSaver or a 2008 or 2009 T4 2010 ELM Computer Systems Inc 26 T4 TimeSaver NET Guide 2 5 2 TimeSaver NET database if you are opening a 2008 Original T4 TimeSaver or 2008 T4 TimeS
190. icient tax to cover the difference If this option is selected it will adjust CPP QPP El and PPIP to their calculated amounts although there may not be sufficient tax to make up the difference 2010 ELM Computer Systems Inc Company Information 57 4 1 2 6 4 2 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 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 Lock Disable Ajdustments Plus amp Enterprise Only T4 TimeSaver Plus amp Enterprise Only Plus and Enterprise versions of T4 TimeSaver have two additional adjustment options Lock adjustment options for the current company When selected this option locks the adjustment options for the current company If adjustment options have been locked they will not be changed when
191. ick the Access to service button which will open a logon page where you will enter the username and password assigned to your firm by the MRQ 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 MRQ website Here you will be prompted to upload the XML file created by T4 TimeSaver that contains the company data in XML format to the MRQ website The XML file will be located in T4 TimeSaver s XML Output folder This folder can be located by using the FILE LOCATIONS option under the SETUP menu in T4 TimeSaver T4 TimeSaver saves all XML files in the following format COMPANY NAME xx 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 2010 ELM Computer Systems Inc Electronic Filing 159 TimeSaver to ensure that older files are not overwritten and XML is the default file type designator required by MRQ If the submission is for multiple companies COMPANY will be replaced my MULTIPLE COMPANIES T4 TimeSaver Plus and Enterprise are able to batch submit returns for multiple companies and multiple return types over the Internet in a single file which can be no larger than 150Mb in size T4 TimeSaver Lite and Basic are limited to submitting single returns over the Internet for a single
192. identify the contents of the data to be imported Designate the type of data being imported by entering the appropriate keyword from those shown in this table into cell A1 use of the same keyword in every other cell in column A is optional Enter this If the row contains text COMPANY Company information T4 4 and or RL 1 slip information T4A slip information T5 T5 and or RL 3 slip information T4PS T4PS information NR4 NR4 information T4ANR T4A NR information T4AP T4AP information T4ARCA T4ARCA information T2200 T2200 information T2202A T2202A information T1204 T1204 information T5013 T5013 information T5018 T5018 information R2 RL 2 information R8 RL 8 information R15 RL 15 information R17 RL 17 information R25 RL 25 information e 2 The sample Excel sheet below shows a typical layout for importing both company and T4 data A B c D E H 1 K L M N T4 LASTNAME FIRSTNAME INITIAL ADDRESS1 ADDRESS2 CITY PROV POSTAL COUNTRY SIN TAXYEAR INCOME COMPANY NAME1 T4 Aarons Aldo A 1Apple Court Apt 1 Acton ON A1A1A1 CAN 123456789 2009 10 000 00 ABCDE Company T4 Brown Bob 2 Birch Street Barrie ON B2B2B2 CAN 234567890 2009 20 00 20 ABCDE Company T4 Clark Carl 3 Cedar St Collingwood ON C3C3C3 CAN 345678901 2009 33 333 33 ABCDE Company T4 Dickson Daryl D 4 Delaware Dr Suite 4 Durham ON D4D4D4 CAN 456789012 2009 4 000 00 ABCDE Company T4 Emery Ellen E 5 Everett Ct Ewing ON ESESES CAN 567890123 2009 55 05 ABCDE Company
193. ilable by telephone from our Toronto office Monday to Friday from 9am to 5pm ET English technical support is available by email Monday to Friday from 9am to 8pm ET Email will be periodically checked on Saturdays so that emergency situations can be attended to English Technical Support Hot Line GTA 416 495 1624 Toll Free 800 268 3211 Fax Number 416 495 0044 Email support t4timesaver com T4 TimeSaver Website www t4timesaver com Related Website AvanTax automobile taxable benefits www avantax ca calculator 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 from our Montreal office from 9am to 5pm ET French Technical Support Hot Line 514 499 9669 Confidentiality Statement Under certain support circumstances the T4 TimeSaver 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 use of T4 TimeSaver Data will neither be disseminated to third parties nor will it be used in any manner not immediately related to the resolution of these technical problems Please be advised that o
194. ime without producing the Adjustment Report The adjustments will be made according to the adjustment options you have entered for the company See Adjusting T4s 97 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 2010 ELM Computer Systems Inc 60 T4 TimeSaver NET Guide 4 6 Undo Adjustments Select Undo Adjustments to remove the adjustment information from the T4 and or RL 1 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 was not exited correctly You will be asked to confirm the unlock 2010 ELM Computer Systems Inc art V TIMESAVER NET 62 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 t
195. imeSaver in 2008 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 Despite this we strongly recommend that you ensure you have a reliable backup of your data prior to installing any new T4 TimeSaver releases and or updates For fastest program response and most secure retention of data it is recommended that data files be stored on either a local or network disk drive Data files can also be stored on many USB flash drives provided sufficient space is available Before beginning either installation option note that 1 The logon account used for the installation must have local administrator privileges on the computer where the installation will take place 2 The logon account must have read write access to all network resource involved in the installation 3 All T4 TimeSaver users must have read write access to network folders containing T4 TimeSaver databases 4 In a Network Administrator installation all T4 TimeSaver users must have read write access to the T4 TimeSaver installation folder To install 4 TimeSaver from the CD follow these steps 1 Copy the original CD media and store the original in a safe place 2 Close all open applications to avoid possible conflicts with the installation program 3 Insert the copied installation CD in an appropriate drive 4 The installation program should start automatically please follow the step
196. ince of employment entered in the General section of the Company Information You may of course override it for a specific employee S I N Validation T4 TimeSaver 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 CPP Pensionable Weeks 2010 ELM Computer Systems Inc Entering Slips 67 If you have selected Adjust based on number of pensionable weeks for the CPP QPP Adjustment Option on the Adjustment Options 52 section of the Company Information 164 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
197. ine 4 Eligible tuition fees line 4 Number of months for Part time line 4 Number of months for Full time line 4 Optional text to print at top of slip Recipient email address Permission granted to email slip Name of company with which the slip is associated Type max size Integer 4 Integer 2 Integer 4 Integer 2 Currency Numeric 2 Numeric 2 Integer 4 Integer 2 Integer 4 Integer 2 Currency Numeric 2 Numeric 2 Text 15 Text 255 Yes No Text 30 Comments Examples amp Defaults 1 2 3 12 1 2 8 12 1 to 12 1 to 12 1 2 3 12 1 2 8 12 1 to 12 1 to 12 Yes T4 TimeSaver Enterprise only Optional field 2010 ELM Computer Systems Inc 218 T4 TimeSaver NET Guide 13 7 14 Headings for T5013 T4 TimeSaver Plus amp Enterprise Only Heading Main page fields NAME1 NAME2 ADDRESS1 ADDRESS2 CITY PROV POSTAL COUNTRY TYPEOFSLIP COUNTRYCODE MEMBERCODE UNITSOWNED PARTNERSSHARE PARTNERID COMPLEXSHARING Cell A1 must contain T5013 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 B
198. information is entered in three sections General s Adjustment Options 52 and Net Pay 571 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 WE Start Page Vad Company X Close Company Setup Demo 1 General 2 Adjustment Options 3 Net Pay Name line 1 Un r Account information 4 Name line 2 Business number Missing Business Number Care of t Information retum Address line 1 account RZ number for Address line 2 5 retums City Province Enter the Account Number for T5018 retums on the T5018 summary Postal code Country cw n Other Information Quebec Default province of employment Quebec Identification and File No Employer s El rate Quebec Enterprise Number NEG Company category code Web Access Code PDF Output Folder Default C Users Peter Rhebergen Documents XT4 TimeSaver NET 2009 PDF Output Browse Default Other Information Default Province of employment T4 TimeSaver 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
199. ings 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 COMPANY NAME1 Enterprise Only The COMPANY NAME is an optional field and is used exclusively by T4 TimeSaver Enterprise to enable importing data for multiple payers employers companies To use this field simply enter the name of a company already existing in the T4 TimeSaver database for each slip to be imported to that company and the data will be saved to the appropriate company during import COMPANY NAME is a text field that can contain up to 30 characters 7 Save and close the Excel spreadsheet 8 Start T4 TimeSaver From the Tools menu choose Import and then Import from Excel File 2010 ELM Computer Systems Inc Using Tools to Manipulate Data 167 d Start Page JUS Import From Excel File X File to Import Select an Excel file Browse Select a sheet from the workbook Type of data records in this sheet v Company _ Import into current company Skip data validation Import into a new company Import into companies in the Company Name 1 column Add Update Options Add new slips to the database Update existing slips based on linking field Co 9 Browse to the location of the Excel file you just created 10 Indicate which sheet in
200. ion to Run as administrator 3 TANETNODE installation will begin 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 Miscellaneous installation problems ensure that no other software is running during installation of T4 TimeSaver such as anti virus software or programs that start with Windows restart your computer to eliminate any potential memory corruption issues 2010 ELM Computer Systems Inc 188 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 states of the USA AL Alabama AK Alaska AR Arizona AR Arkansas CA California CO Colorado CT Connecticut
201. ips Button 123 Click on this button to display the RL 3 slips for the current employer The data entry screen for the current summary will remain available via a tab beneath the toolbar 2010 ELM Computer Systems Inc 124 T4 TimeSaver NET Guide 7 15 RL8 Summary 4 TimeSaver Basic Plus amp Enterprise Only Start Page 8 R8 Summary X I FORM Summary Summary of Some Form Fina Status Recslouste Goto Sips Sample Company Total number of slips filed 80 0 Total construction subcontractor payments 82 Trade name f different from legal name Person to contact about this retum Certification First name Last name Position or office Area code phone Extension Date on summary Text here Person to contact about this return The default contact information entered on the New Company Defaults 17 tab of the User Settings 1821 submenu of Setup 33 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 77 tab of the User Settings 182 submenu of Setup menu will appear in this area If no default information was entered these fields will be blank In either c
202. ir 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 2010 ELM Computer Systems Inc 114 T4 TimeSaver NET Guide 7 9 T1204 Summary 4 TimeSaver Basic Plus amp Enterprise Only US Start Page wg T1204 Summary X T1204 Summary Government Service Contract Payments Fing Status Recalouate GetoSips Demo Company Year 2009 Total number of slips filed 88 0 Total service payments only 82 0 00 Total mixed services and goods payments 84 0 00 Person to contact about this retum Certification First name Last name Position or office Area code phone Extension Date on summary Person to Contact About this Return The default contact information entered on the New Company Defaults 175 page of the User Settings 11821 submenu of Setup 3 menu will appear in this area If no default information was entered these fields will be blank In either case you can enter or change the information at this time Certification The default certification information entered on the New Company Defaults 77 tab of the User Settings 182 submenu of Setup 331 menu will appear in this area If no default information was e
203. ist to indicate the source of the income being reported Currency Code 2010 ELM Computer Systems Inc Entering Slips 65 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 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 e Slip Refer to e Slip 631 for information on using the e Slip tab This feature is available in T4 TimeSaver Enterprise only 2010 ELM Computer Systems Inc 66 T4 TimeSaver NET Guide 5 9 T4 Input Window
204. ist on the right 2010 ELM Computer Systems Inc Producing Reports 139 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 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 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 sca
205. it Eligible 0 17255 Defauts T4 TimeSaver comes set with the rates and constants set by legislation for 2009 Using this utility the rates and constants as required to enable preparation of returns using 2010 rates and constants when T4 TimeSaver 2010 is not yet available ie To submit returns after a business closing midway through 2010 Click the Defaults button to return all rates and constants to their 2009 legislated values This feature is available to any user in the Basic Version and the ADMIN user in the Plus version 12 5 File Locations This function displays a list of the folders used to store the files used by T4 TimeSaver 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 and Enterprise versions logged in as ADMIN has the ability to change these settings When designating locations including the T4 TimeSaver installation folder that exist on a network it will be necessary to ensure that the users have full read write access to the specified lo
206. kup Data Files Copy the TO9N 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 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 2010 ELM Computer Systems Inc Appendices 185 13 2 Technical Notes Data Storage T4 TimeSaver stores the data you enter in MS Access database files having the extension tO9N The company information is stored within the database in a table called Company one record per company There is also a table within 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 2009 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 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
207. le 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 11 4 Import Data T4 TimeSaver Plus amp Enterprise 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 If the software allows you to 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 11 4 1 Import from Excel File T4 TimeSaver Plus amp Enterprise Only T4 TimeSaver Basic imports the first three records of Excel data for evaluation purposes Instructions 1 Export your data to an Excel spreadsheet Using T4 TimeSaver Plus 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 Co
208. lect Company Edit Company Information Edit Company Information Delete Company Delete Company Adjust Unadjust T4 Slips Adjust Unadjust T4 Slips Unlock All Companies in Database Unlock All Companies in Database Company Filing Status Company Menu Lite Basic amp Plus Company Menu Enterprise 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 51 information adjustment options 521 net 571 calculation settings Delete Company Deletes the current company after confirmation Adjust Unadjust T4 Slips Adjust Unadjust 5 T4 slips for current company or any combination of companies Unlock Companies in Database Closes all companies locked open either by improper program termination or by not exiting T4 TimeSaver Company Filing Status Enterprise Opens the Filing Status window see below by which the filing status of information returns for any company can be reported 2010 ELM Computer Systems Inc Getting Started 29 2 5 5 m T4 TimeSaver NET 2009 Demo File Edit View Company Forms Tools Setup Reports Windows mmu E Demo Company zem 43 Start Page 43 T4 RL 1 99 Filing Status x Companies Demo
209. ling 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 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 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 o
210. lips 22 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 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 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 17 page of the User Settings 11821 submenu of Setup 33 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 77 tab of the User Settings 182 submenu of Setup 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 4 screen Filing Status Button Clicking on the Filing Stat
211. ll not be modified in any Way conversion simply copies the original database into the 2009 format and saves it in the 2010 ELM Computer Systems Inc Working with Databases 45 specified location 3 1 1 Special Instructions for T4 TimeSaver Lite To convert a 2008 T4 TimeSaver Lite database to the 2009 T4 TimeSaver Lite format you will use the OPEN DATABASE option of the FILE menu and browse to the location of your 2008 T4 TimeSaver Lite database To determine the location of your 2008 T4 TimeSaver Lite database open the 2008 T4 TimeSaver Lite program and use the FILE LOCATIONS option of the SETUP menu 3 2 Creating a Database 4 TimeSaver Basic Plus amp Enterprise Only A T4 TimeSaver 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 is restricted to a single database with a maximum of 5 companies To create a database select New database from the File menu 4 Create New 4 TimeSaver Database o LJ I Users gt PETER TAN gt Data Search P 5 Organize se Views If NewFolder e Links Name Date modified Size Documents FASample T09N Archives Clients M Computer d ELM Documents Library Ip Music My Web Sites More Folders File name
212. ll 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 Slips Select one of the options from the drop down list All Slips print all the slips for the selected companies Original Slips Only print only the slips that have not been amended for the selected companies Amended Slips Only print only the amended slips for the selected companies Canceled Slips Only print only the canceled 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 l
213. m Month line 1 To Year line 1 To Month line 1 Eligible tuition fees line 1 Number of months for Part time line 1 Number of months for Full time line 1 From Year line 2 From Month line 2 To Year line 2 To Month line 2 Eligible tuition fees line 2 Number of months for Part time line 2 Number of months for Full time line 2 Type max Comments size Text 30 Text 12 Text 1 Text 30 Text 30 Text 28 Text 2 Text 10 Text 3 Text 1 Text 50 Text 15 Integer 4 Integer 2 Integer 4 Integer 2 Currency Numeric 2 Numeric 2 Integer 4 Integer 2 Integer 4 Integer 2 Currency Numeric 2 Numeric 2 Examples amp Defaults Required field CAN USA etc O Original A Amended or C Cancelled 1 2 3 12 1 2 8 12 1 to 12 1 to 12 1 2 3 12 1 2 8 12 1 to 12 1 to 12 2010 ELM Computer Systems Inc Appendices 217 Heading FROMYEAR3 FROMMONTH3 TOYEAR3 TOMONTH3 TUITIONFEES3 PARTTIMEMONTHS3 FULLTIMEMONTHS3 FROMYEAR4 FROMMONTH4 TOYEAR4 TOMONTH4 TUITIONFEES4 PARTTIMEMONTHS4 FULLTIMEMONTHS4 TEXTATTOP EMAILADDRESS OKTOEMAILSLIP vene Description From Year line 3 From Month line 3 To Year line 3 To Month line 3 Eligible tuition fees line 3 Number of months for Part time line 3 Number of months for Full time line 3 From Year line 4 From Month line 4 To Year line 4 To Month l
214. m Adjust CPP EI PPIP differences greaterthan 1 00 Adjust El premiums based on insurable eamings 5 l 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 ff yes enter the maximum amount by which tax may be reduced PPIP Adjustment Options 9330939 1 Adjust PPIP premiums if over annual maximum E Adjust PPIP premiums based on insurable eamings Note Settings on this tab will be copied to each new company you set up Adjust insurable eamings based on PPIP premiums 2010 ELM Computer Systems Inc Using Setup to Configure T4 TimeSaver NET 175 12 1 3 Data Entry Pages Each of the data entry pages contains check boxes corresponding to the boxes on the data entry form As you enter slip information it may not be necessary for you to enter information into each box as some may be left blank or they may contain a default value Place a check mark beside the name of each box where you want the cursor to stop and remove the check mark from beside any box where you do not require the cursor to stop The following is a sample of the T4 Data Entry page Start Page User Settings vx 5 Cancel Close User Settings 1 New Company Defaults 2 Adjustment Options 3 Data Entry 4 Electronic Filing 5 Options Ji 5
215. meSaver Basic Plus amp Enterprise Only Start Page JUS T5018 X E E T5018 Statement of Contract Payments Goto Summary Cose Demo Company Status Adding new form Press Escape to cancel Recipient type individual Sumame First name Initial Address line 1 Address line 2 City Province B Postal code Country 1 Data 2 e Slip Construction subcontractor payments 22 0 00 Recipient s ID number BN or SIN 24 Partnership s filer ID Status of slip Original 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 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 canceled This will cause the slip to be labeled appropriately as required by CRA It will also cause the slip to be included or excluded appropriately whenever the Amended only or Originals only options are chosen Optional Text to Print at Top of Slip Information entered here to a maximum of 15 characters will be printed at the top of the slip Recipient ID Number Validation If the recipient is an individual enter
216. ments T4 TimeSaver NET 2009 XML OutputiDEMO43 xml Web access code Business number 472364033RP0001 Internet filing web page http www cra arc gc ca esrvc srvce rfithr ift tf rdy eng html Your submission is ready to be filed Please take careful note ofthe above filename to ensure that you submit correctfile View XML File In Go to Intemet Filing E mme 2010 ELM Computer Systems Inc Electronic Filing 153 XML Submission File The name and location of the XML file to be submitted to the CRA or MRQ Web Access Code The Web Access Code entered for the company or filing entity this information is presented as a convenience only and cannot be use by T4 TimeSaver to logon to the filing site Business Number The Business Number entered for the company or filing entity this information is presented as a convenience only and cannot be use by T4 TimeSaver to logon to the filing site Internet Filing Page The Internet site to which you must logon in order to upload the XML submission file View XML File in Browser Opens your default Internet browser to view the contents of the XML submission file Print Company List Prints a list of companies included in this XML submission file to keep for your records Go to Internet Filing Page Opens the Internet filing page in your default browser Close Closes this dialogue There is no need to submit a transmittal report or company list with the
217. mpany Information 164 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 exempt box if you entered an amount in 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 T4 Button Clicking on this button will display the T4 slip associated with the displayed slip if a T4 exists Adjust Butto
218. mpany2 etc When using T4 TimeSaver Enterprise each sheet in the spreadsheet can contain multiple companies by entering the company name s in the COMPANY NAME 1 column to distinguish between the companies that each slip will be imported into 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 If the row contains text Company Company information T4 4 and or RL 1 slip information T4A slip information T5 T5 and or RL 3 slip information T4PS T4PS information NR4 information T4ANR T4A NR information T4AP T4AP information T4ARCA T4ARCA information T2200 T2200 information 2010 ELM Computer Systems Inc 166 T4 TimeSaver NET Guide T2202A T2202A information T1204 T1204 information T5013 T5013 information T5018 T5018 information R2 RL 2 information R8 RL 8 information R15 RL 15 information R17 RL 17 information R25 RL 25 information 5 Complete the first row for each block of information by adding the headings that T4 TimeSaver expects to find for that type of information See Headings for Import Files 19 for details about headings for each type of slip information For example the first row for a list of T4 slips might co
219. mployees El premiums 18 0 00 Employer s El premiums 19 0 00 Income tax deducted 22 0 00 Total deductions reported 16 27 18 19 22 80 0 00 Minus remittances 82 0 00 Difference 0 00 Overpayment 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 35 Person to contact about this retum Certification 76 First name s 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 175 page of the User Settings 11821 submenu of Setup 331 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 Th
220. n 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 Adjustment Reports 4n 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 2010 ELM Computer Systems Inc Entering Slips 85 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 71 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
221. n be selected Changes made to the filing status apply only to the current return for the current company Available filing status options are e Not Required A return of this type is not required for the current company e Need Return A return of this type is required for the current company e Entered Data has been entered for this return e Checked Data entered for this return has been checked e Filed This return has been filed with the CRA and or Recalculate Button Click this button to recalculate all calculated values this will also return all overridden 631 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 2010 ELM Computer Systems Inc Entering Summary Form Information 105 7 4 T4ANR Summary 4 TimeSaver Basic Plus amp Enterprise Only Start Page 43 TAANR Summary X Lt T4A NR Summary Fees Commissions Other Amounts Paid to Non Residents Fing Status Recalculate Goto Sins Demo Company Year 12009 Total number of slips filed 88 0 Gross income 18 0 00 Travel expenses 20 0 00 Total tax deductions reported on T4A NR s
222. n can be opened by the other The only caveat to this is that all T4 TimeSaver installations accessing a given database must be at the same revision level you can see the revision of any T4 TimeSaver installation by selecting About from the Help menu Installing Program Updates From time to time as a result of user requests program updates or bug fixes an updated version T4 TimeSaver may be released Your software license entitles you to download and install these updates at no additional cost whenever these updates become available Refer to the section Receiving Updates 157 for details on how to obtain updates to T4 TimeSaver Whether or not you have already installed T4 TimeSaver the update you receive will contain the full installation package You can install the update in the same way you first installed T4 TimeSaver your data will not be overwritten and all user settings will be retained NOTE We strongly recommend that you confirm that a reliable data backup exists and ensure all users have exited the system prior to installing any updates Failure to do so will almost certainly 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 as a Network Administrator installation and all TANETNODE installations will be automatically updated the next time they are started In cases where significant program changes have been made it will b
223. n of T4 TimeSaver will best meet your needs 2010 ELM Computer Systems Inc Introduction 13 TimeSaver Version Comparison Chart 2009 i lea PLUS pam O TUN number of companies TEE RICE NN NET NU number of sips pertum SO EN ser fiendy data erty 0 0 ES NS Fina Adustovrunder CPPTOPP GPP I SR CNN C NN NN Can a ann ees over cel over ser 7 d Support paten MAA 4 T4A T5 returns COURSES 2202 T1204 RL2 RL8 RL17 RL25 returns 5013 Sch 1 2 6 8 10 12 50 52 100 125 141 DD amp RL 15 Sch A B C D E returns Print CRA amp MRG approved facsimile retusa ON NN I RN Print retums CRA amp preprinted forms E On screen preview of all reports E Save reports as PDF files TT RTS CON Export repons to fle e g CSV Excel POr EE NR NN I NN Simultaneous we display of multiple forms __ SR REN RN ZR RR RN Banoe NN I NN atch amp CD DVD tig NNI IE NN data fom CSV Excel Payo RENE EN NK NN EM Email PDF DAS to recipient Enhanced data import Treen e ee specific columns amp CIT MM existing data rustee eae Enhanced eee m Enhanced company filing status status iio ANN S features may change without n
224. n slips can be distributed electronically for example by e mail if you have received the employee s consent in writing or electronic format Email address v Recipient consents to receive electronic copy of slip Filename of slip pdf file Email delivery status Recipient Name The recipient s name should be entered with the surname in the first field first name in the second field and middle initial in the third field Name of Program or Course Enter the name of the program or course to which this application applies Student Number Enter the student number used to register for the program or course Session Periods Enter the start and finish dates of the course or program Eligible Tuition Fees Enter the fees payed to enroll in the course or program Number of Months for Enter the number of full time and part time months for the course or program to which this application applies Status of Slip Select O for original default value A for amended or C for canceled This will cause the slip to be labeled appropriately as required by CRA It will also cause the slip to be included or excluded appropriately whenever the Amended only or Originals only options are chosen Optional Text to Print at Top of Slip Information entered here to a maximum of 15 characters will be printed at the top of the slip Go To Summary Button Click on this button to display the T4 Summary for the
225. name Recipient middle initial Address line 1 Address line 2 City Province code Postal code including space Country in address Year of return Amount for post secondary studies Tuition or examination fees Donations Social Insurance Number Student number Status of slip Optional text to print at top of slip Recipient email address Permission granted to email slip Name of company with which the slip is associated Type max Comments size Examples amp Defaults Text 30 Required field Text 12 Text 1 Text 30 Text 30 Text 28 Text 2 Text 10 Text 3 CAN USA etc Integer 4 2009 Currency Currency Currency Text 9 Text 15 Text 1 R Original A Amended or D Cancelled Text 15 Text 255 Yes No Yes Text 30 T4 TimeSaver Enterprise only Optional field 2010 ELM Computer Systems Inc Appendices 13 7 17 Headings for RL15 T4 TimeSaver Plus amp Enterprise Only Cell A1 must contain R15 Heading NAME1 NAME2 ADDRESS1 ADDRESS2 CITY PROV POSTAL COUNTRY PARNTERID REPORTCODE PARTNERSSHARE UNITSOWNED MEMBERCODE RECTYPE CAPITALSTART CAPITALCONTRIBUTED OTHERADJUSTMENT S INCOMEALLOCATED DRAWINGS CAPITALEND BOX1 BOX2 BOX3 BOX4 BOX5 BOX6A Description Employee name line 1 Employee name line 2 Address line 1 Address line 2 City Province code Postal code including space Country code Partnerships identificati
226. nce for the stay E 0 00 Days outside Canda forthe year F 0 30 day periods outside Canada G 0 Date of departure H Date of retum l Foreign country J 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 canceled This will cause the slip to be labeled appropriately as required by 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 14 for more information on how Relev numbers are handled by T4 TimeSaver 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 149 for more information on how Relev numbers are handled by T4 TimeSaver Go To
227. nce the XML processing was done first both serial numbers will print 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 copies you wish to print 2010 ELM Computer Systems Inc 142 T4 TimeSaver NET Guide _ Print TA Summaries x Select Clear All v Sample Company Sample Company Current Company X User Defined Groups Save As Exception Filing Status 1 selected RUE ER Slips Included In Totals Select 88 s Print nil summaries also Copy and Printer Selection fO Quick Print Copy 1 Plain paper Letter Preview Print V Copy 2 Printer Bullzip PDF Printer Domi Perse Adjust Margins Options PDFFile Options PETERS Group output Copy number Save Pdf files Output Folder Print this date 10 8 2009 jv Print test pattem Advanced E Pause printing between copies Close Suppress calculation of totals Note The T4 summary will report the unadjusted values for each slip unless all slips have been adjusted A warning will be given if some slips are adjusted while others are not Companies Select one of the option
228. ncy Text 30 T4 TimeSaver Enterprise only Optional field 2010 ELM Computer Systems Inc Appendices 201 13 7 5 Headings for T4A NR T4 TimeSaver Plus amp Enterprise Only Cell A1 must contain T4ANR Heading Description Type Comments max size Examples amp Defaults LASTNAME Recipient last name type 1 Text 30 Required field FIRSTNAME Recipient first name type 1 Text 12 INITIAL Recipient middle initial type 1 Text 1 NAME Recipient name type 3 4 amp 5 Text 30 Required field ADDRESS1 Address line 1 Text 30 ADDRESS2 Address line 2 Text 30 CITY City Text 28 PROV Province code Text 2 POSTAL Postal code including space Text 10 COUNTRY Country Text 3 USA YEAR Taxation Year Integer 4 2009 RECTYPE Recipient Code box 11 Text 1 1 3 40 5 SLIPSTATUS Status of slip Text 1 O Original A Amended or C Cancelled BN Business Number Box 13 Text 15 INCOME Income box 18 Currency TRAVEL Travel box 20 Currency TAX Income tax deducted box 22 Currency REDUCTION Reduction authorized box 23 Text 1 1 SERVICESCITY City where services rendered Text 32 SERVICESPROV Province where services rendered Text 2 DAYSINCANADA Number of days recipient was in Canada Integer Max of 366 FOREIGNSIN Foreign Social security number box 14 Text 20 SIN Canadian social insurance number box 12 Text 9 PROFNAME Professional name box 16 Text 30 INDUSTRYCLASSCODE Non resi
229. nd a new authorization code will need to be entered Click No to cancel the function and return to T4 TimeSaver 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 12 7 Change Your Password T4 TimeSaver Plus amp Enterprise Only This feature allows a user of the Plus version to change their own password Type in the current password the new password and then confirm the new password by typing it again Check the Show Typing box to display the password leave it unchecked to display asterisks instead Follow the instructions given for selecting a strong password Press OK to implement the new password Press Cancel to cancel the change and revert back to your current password You will receive a confirming message Set Password 8 Current password Show Typing Enter new password MyNew Password Strength Strong password MyNew t 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 z Upper case letters A C Z Numbers 0 1 2 9 Special Characters amp _ o J crea
230. ng b alidate Data ore Filing Quel ec T5 gt T5 T T5 gt __ Company Summary 71204 71204 T1204 gt T5018 T2202A 2202 Reports Menu Lite RL 1 T5018 RL 2 RL 1 gt RL 1 gt RL 3 RL 2 gt RL 2 gt RL 17 RL 3 RL 3 RL 25 RL 8 RL 8 gt RL 17 RL 17 Validate Data Before Filing Federal RL 25 RL 25 Validate Data Before Filing Quebec Partnership Federal Partnership Federal Company Summary Partnership Quebec gt Partnership Quebec Validate Data Before Filing Federal Validate Data Before Filing Federal Reports Menu Basic Validate Data Before Filing Quebec Validate Data Before Filing Quebec Company Summary E mail Recipient Slips Company Summary Reports Menu Plus _ Reports Menu Enterprise 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 and is used to prepare the various information slips for printing The option of whether to print two slips per page or three slips per letter size page is available only for T4 slips Validate Data Before Filing Federal Validates entered data against the CRA schema prior to electronic filing Validate Data Before Filing Quebec Validates entered data against the Quebec schema prior to electronic filing Company Summary Basic Plus amp Enterprise Validates dat
231. ng Plan Fing Situs Goto Sins Demo Company Year 2009 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 A1 0 00 Actual amount of ordinary dividends A2 0 00 Capital gains B 0 00 Capital gains re exemption C 0 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 1 0 00 Certification Position or office Date on summary Area code phone Et Certification The default certification information entered on the New Company Defaults 172 tab of the User Settings 182 submenu of Setup 331 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 4 screen Filing Status Button Clicking on the Filing Status button displays a window where the filing status of the current return for the current company can be selected Changes made to the filing status apply only to the curre
232. nt return for the current company Available filing status options are e Not Required A return of this type is not required for the current company e Need Return A return of this type is required for the current company e Entered Data has been entered for this return e Checked Data entered for this return has been checked e Filed This return has been filed with the CRA and or MRQ Recalculate Button Click this button to recalculate all calculated values this will also return all 3 values to their calculated value 2010 ELM Computer Systems Inc Entering Summary Form Information Go to Slips Button 127 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 2010 ELM Computer Systems Inc 128 T4 TimeSaver NET Guide 2010 ELM Computer Systems Inc Part VIII TIMESAVER NET 130 T4 TimeSaver NET Guide Partnership Forms Plus amp Enterprise Versions Only 4 TimeSaver Plus amp Enterprise Only How to Get Data into the Partnership Forms There are three ways to get data into T4 TimeSaver 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 partner
233. ntain only the following headers which other than column A do not need to be in any specific order T4 LASTNAME FIRSTNAME ADDRESS1 CITY PROV POSTAL SIN TAXYEAR INCOME CPP El 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 A B G D E F G J K L M N T4 LASTNAME FIRSTNAME INITIAL ADDRESS1 ADDRESS2 CITY PROV POSTAL COUNTRY SIN TAXYEAR INCOME 1 T4 Aarons Aldo A 1 Apple Court Apt 1 Acton ON A1A1A1 CAN 123456789 2009 10 000 00 ABCDE Company T4 Brown Bob 2 Birch Street Barrie ON B2B2B2 CAN 234567890 2009 20 00 20 ABCDE Company T4 Clark Carl 6 3 Cedar St Collingwood ON C3C3C3 CAN 345678901 2009 33 333 33 ABCDE Company T4 Dickson Daryl D 4 Delaware Dr Suite 4 Durham ON D4D4D4 CAN 456789012 2009 4 000 00 ABCDE Company T4 Emery Ellen E 5 Everett Ct Ewing ON ESESES CAN 567890123 2009 55 05 ABCDE Company T4 French Fred 6Fir Drive Fergus ON F6F6F6 CAN 678901234 2009 6 000 60 FGH Corporation T4 Gundeson George G 7 Gray Road Unit 7 Grimsby ON 676767 CAN 789012345 2009 777 00 FGH Corporation T4 Henstock Hazel H 8Hettersley Circle Hamilton ON H8H8H8 CAN 890123456 2009 88 008 80 FGH Corporation There is no need to include columns for every heading listed in the appendix Only include the head
234. ntered 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 4 screen Filing Status Button Clicking on the Filing Status button displays a window where the filing status of the current return for the current company can be selected Changes made to the filing status apply only to the current return for the current company Available filing status options are e Not Required A return of this type is not required for the current company e Need Return A return of this type is required for the current company e Entered Data has been entered for this return e Checked Data entered for this return has been checked e Filed This return has been filed with the CRA and or Recalculate Button Click this button to recalculate all calculated values this will also return all overridden s 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 2010 ELM Computer Systems Inc Entering Summary Form Information 115 7 10 T5018 Summary 4 TimeSaver Basic
235. ntify the filer of the return Certification The default certification information entered on the New Company Defaults 77 tab of the User Settings 182 submenu of Setup 331 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 4 screen Filing Status Button Clicking on the Filing Status button displays a window where the filing status of the current return for the current company can be selected Changes made to the filing status apply only to the current return for the current company Available filing status options are e Not Required A return of this type is not required for the current company e Need Return A return of this type is required for the current company e Entered Data has been entered for this return e Checked Data entered for this return has been checked e Filed This return has been filed with the CRA and or MRQ Recalculate Button Click this button to recalculate all calculated values this will also return all 3 values to their calculated value 2010 ELM Computer Systems Inc Entering Summary Form Information Go to Sl
236. o Checked Data entered has been checked o Filed The return has been filed with the CRA and or the MRQ Select on electronic filing status Selects companies based on whether or not an electronic return has been processed It is also possible to limit this selection to a specific date range o Processed The return has been processed for electronic filing o Not Processed The return has not been processed for electronic filing Select on printing status Selects companies based on whether or not slips and or summaries have been printed It is also possible to limit this selection to a specific date range o Slips and Summaries Printed Slips and Summaries have been printed o Slips and or Summaries not Printed Slips and Summaries have not been printed Select on company category Selects companies based on their company category company category is user defined and is entered on the Company Setup screen Select companies with active slips Selects companies which have at least one active non zero slip of the type specified in the Filter applies to selection list Clear Clears all flags set through the Filter button Select Used to choose between 2010 ELM Computer Systems Inc Getting Started 33 e All Companies All companies will be included in the tool action e Current Company Only the current company will be included in the tool action e Most Recently Used Only the most recently used
237. o 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 I have entered a value in Box 24 If the El insurable earnings is equal to gross pay or if it is equal to zero Taxation asks that the El insurable earnings not be printed leaving Box 24 blank in such cases This is not a problem with T4 TimeSaver 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 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 a
238. o 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 4 screen Filing Status Button Clicking on the Filing Status button displays a window where the filing status of the current return for the current company can be selected Changes made to the filing status apply only to the current return for the current company Available filing status options are e Not Required A return of this type is not required for the current company e Need Return A return of this type is required for the current company e Entered Data has been entered for this return e Checked Data entered for this return has been checked e Filed This return has been filed with the CRA and or Recalculate Button Click this button to recalculate all calculated values this will also return all overridden s 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 2010 ELM Computer Systems Inc 116 T4 TimeSaver NET Guide 7 11 T2202A Summary 4 TimeSaver Basic Plus amp Enterprise Only Start Page JU T2202A Summary X T2202A Summary Tuition Education and Textbook Amounts Fing Status Recalculate
239. omatically 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 2010 ELM Computer Systems Inc Producing Reports 137 only to run the validation report on its own or select a filing method to both validate and create the electronic filing submission at the same time If the data fails the validation procedure the filing will be aborted See Electronic Filing Preparation 150 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 Folder Allo
240. on number Status of slip Partner s share of income loss Number of partnership units owned Partner code Recipient type Balance at start of fiscal period Capital contributions during fiscal period Other adjustments Income loss allocated during fiscal period Drawings Capital account at end of fiscal period Net Canadian amp foreign bus income loss Net foreign business income loss Net Canadian amp foreign rental income loss Net foreign rental income loss Capital cost allowance Actual amount of eligible dividends Type max size Text 30 Text 12 Text 30 Text 30 Text 28 Text 2 Text 10 Text 3 Text 16 Text 1 Numeric Numeric Text 1 Text 1 Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Comments Examples amp Defaults Required field Original A Amended or C Cancelled 8 decimals 8 decimals 1 225 2010 ELM Computer Systems Inc 226 T4 TimeSaver NET Guide Heading BOX6B BOX7 BOX8 BOX9 BOX10 BOX11 BOX12 BOX13 BOX14 BOX15A BOX15B BOX16 BOX17 BOX18 BOX19 BOX20 BOX21A BOX21B BOX24A BOX24B BOX24C BOX25 BOX26 BOX27 BOX28 BOX29 BOX30 BOX31 BOX32 BOX33 Description Actual amount of ordinary dividends Interest and other investment income from Canadian sources Foreign dividends amp interest Patronage dividends f
241. opened Adjust Margins 2010 ELM Computer Systems Inc 144 T4 TimeSaver NET Guide 9 5 Opens the Adjust Margins dialogue enabling you to reposition the data printed on pre printed forms to fit within the provided fields The unit of measure is inches where 0 10 represents 1 10 of an inch Positive numbers will move the print to the right horizontally or down vertically Negative numbers will move the print to the left horizontally or up vertically Go to Output Folder Pressing this button will open the folder where the PDF files will be stored Advanced Use this button to set advanced print settings 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 971 for further information WA Start Page Print Adjustment Report x Select Clear Sample Company Sample Company Current Company User Defined Groups A PER Filing Status 1 selected Display and process in selection sequence Options Preview Print Detail Summary Detail report X sons HERI E EUM Adjust Slips Sort slips by Name Ur justments
242. or more amended slips are included in the slips to be 2010 ELM Computer Systems Inc Producing Reports 141 9 4 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 mm Do you want to save the original relev numbers that printed on the LU amended slips Answering Yes at this dialogue will save the serial number for amended slips in the Original Relev Number field of the slip s data entry screen Many Relev slips will display two serial numbers e The top serial number is associated with the magnetic media submission and is assigned when you process the XML output not when the slips are printed Setting the starting serial number does not assign the numbers to the slips e The bottom serial number is associated with the paper copy and is assigned when the forms are printed The procedure to ensure that both serial number print correctly on any paper Relev slips would be to Enter the slips into T4 TimeSaver Check for errors in data entry Process the electronic filing submission file This assigns the top serial number Print the slips this will assign the bottom serial number Si
243. ormation 99 7 Entering Summary Form Information 7 1 NR4 Summary 4 TimeSaver Basic Plus amp Enterprise Only UE Start Page NR4 Summary Amounts Paid or Credited to Non Residents of Canada Fig Status Recalculate Goto Sips Cove Demo Company Year ending December 31 Estates trusts fiscal year end 12 31 2008 Thursday December 31 2009 Non esident account no Total number of slips filed 88 02 Gross Income Tax withheld Line 1 from NR4 slips 16 0 00 17 0 00 Line 2 from NR4 slips 26 0 00 27 0 00 Total amounts reported NR4 slips 18 0 00 22 0 00 Amounts reported on fom NR601 or NR602 26 0 00 28 0 00 Total 18 26 30 0 00 Total non esidents 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 Filing as disbursing agent Person to contact about this retum Certification 76 Contact first name Last name Position or office 78 Area code phone amp Extension Date on summary 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
244. otice 1 T4 TimeSaver Windows versions will run on any currently supported version of Windows 2 Subsequent returns are 9 95 each Businesses with up to 10 employees may use T4 TimeSaver Online for FREE 3 Dats cested with 4 TimeSaver Online or T4 TimeSaver Lite will carry forward only to subsequent versions of the same product If necessary ELM Computer systems can transfer data from either product to one of the Windows versions for reasonable fee 4 Data with T4 TimeSaver Basic T4 TimeSaver Plus or 4 TimeSaver Enterprise is accessible to ALL Windows versions 5 4 TimeSaver Online will electronically file T4 returns only 2010 ELM Computer Systems Inc 14 T4 TimeSaver NET Guide 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 GTA ELM provides reliable remote support and management solutions to businesses anywhere in Canada Our clients include members of the accounting health legal and transportation industries as well as many others Over the years and through continual training we have acquired expertise in all aspects of Windows based computing amp networking and custom software design on systems from handheld to desktop computers Because our staff has an average of over 20 years experience w
245. ox 22 El insurable earnings box 24 CPP pensionable earnings box 26 CPP exempt box 28 El exempt box 28 PPIP exempt box 28 Comments Examples amp Defaults Type max size Text 30 Required field Text 12 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 Original A Amended or C Cancelled Integer 4 2009 Currency Currency Currency Currency Currency Currency Currency Currency Yes No Yes No Yes No 2010 ELM Computer Systems Inc 196 T4 TimeSaver NET Guide Heading NOCPPADJUST NOEIADJUST NOPPIPADJUST UNION CHARITABLE PENSIONNO PENSION PPIP PPIPEARN OTHERCODE1 OTHERAMT1 OTHERCODE2 OTHERAMT2 OTHERCODE3 OTHERAMT3 OTHERCODE4 OTHERAMT4 OTHERCODE5 OTHERAMT5 OTHERCODE6 OTHERAMT6 NETPAYOTHER TEXTATTOP EMAILADDRESS OKTOEMAILSLIP Description 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
246. oxes 20 27 LIMITEDFARMING LIMITEDCAIS LIMITEDFISHING LIMITEDBUSINESS LIMITEDATRISK LIMITEDADJUSTEDATRISK LIMITEDRENTAL LOSSCARRYFWD PREVLOSSCARRYFWD RETURNOFCAPITAL AO1TEXT1 AO1TEXT2 A01AMOUNT 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 Return of capital box 27 Generic box 1 Province Country Generic box 1 Box number Generic box 1 Amount Type max size Text 50 Text 12 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 Currency Currency Currency Currency Currency Currency Currency Currency Currency Text 3 Text 6 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 2010 ELM Computer Systems Inc Appendices AO2TEXT1 AO2TEXT2 A02AMOUNT 1 2 AO3AMOUNT AO4TEXT1 AO4TEXT2 AO4AMOUNT Generic box 2 Province Country Generic box 2 Box number Generic box 2 Amount Generic box 3 Province Country Generic box 3 Box number Generic box 3 Amount Generic box 4 Province
247. p 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 e Slip Refer to e Slip 631 for information on using the e Slip tab This feature is available in T4 TimeSaver Enterprise only 2010 ELM Computer Systems Inc Entering Slips 95 2010 ELM Computer Systems Inc Part VI TIMESAVER NET Adjusting T4 amp RL 1 Slips 97 6 1 6 2 6 3 Adjusting T4 amp RL 1 Slips Making Adjustments to T4 and RL 1s There are two methods of adjusting T4 and RL 1 slips The first method is to adjust only the slip for the current employee by using the Adjust button on the slip 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 or RL 1 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
248. panies in the current database The Adjustment Report 441 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 54 El Adjustment Options 55 PPIP Adjustment Options 551 Transfer of Over Remittance 5 Other Options 56 Changes made using this tool can not be reversed 2010 ELM Computer Systems Inc 164 T4 TimeSaver NET Guide 11 3 2 Contact Information 43 Start Page H Global Changes Contact Info X Companies de Sample Company Sample Company Current Company x User Defined Groups pu Filing Status 1 selected Display and process in selection sequence Summaries to be Changed New Contact Information New Certification Information Select All NR4 Change Change T4 F T4A Change _ Change T4ANR Su lChange TAARCA Change 7 Change 1 Change Change T1204 T2202A 7 T5013 T5018 1 R2 r 7 R8 Close Use the Global Changes Contact Information tool to modify the contact information on the summaries of any or all return types that exist for any or all companies in the current database Selected companies will appear
249. ptions s Contact Information 164 and Slip Information 164 Convert Databases Converts databases 441 from 2008 Original T4 TimeSaver 2009 Original T4 TimeSaver or 2008 T4 TimeSaver data into 2009 T4 TimeSaver format Import Data Allows you to import data into T4 TimeSaver 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 Import User Information from Last Year s T4 TimeSaver Imports user setup information from 2008 T4 TimeSaver into 2009 T4 TimeSaver installation Remove Slips Removes slips 11711 of any or all types from any or all companies Event Viewer Enterprise Opens the Event Viewer window see below by which significant events occurring during use of T4 TimeSaver can be reported 2010 ELM Computer Systems Inc Getting Started 31 Start Page 0 Event Viewer Companies Fiter Clear Al V Sample Company Orientation User Defined Groups Margins Save Rename List Save As Delete Exception Show eventsfrom 1 1 2009 1 selected Show eventsto 10 8 2009 Er Events Al Events Database 9 17 2009 3 35 PM Database created as F Users PETER T4N Data Sample TOSN MANUAL Some menu items lead to options that are not available in all versions of T4 TimeSaver These menu items may appear in
250. r Do not adjust CPP boxes Clear El Exempt boxes Clear Do not adjust boxes Roll forward federal partnership Schedule 8 and Schedule 50 for new year Source folder Browse Destination folder Browse Set destination folder the same as the source folder Select which file s to convert The Convert Databases function converts T08 Original T4 TimeSaver and TO8N T4 TimeSaver databases into a TO9N 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 Please note that the option to Roll forward federal partnership Schedule 8 and Schedule 50 for new year is available only in T4 TimeSaver Plus or Enterprise Select Source Folder Choose the drive and directory that contains the 2007 databases you wish to convert T4 TimeSaver will automatically find and list all the files having a TO8 Original T4 TimeSaver or TO8N T4 TimeSaver extension The 2008 database will not be deleted instead a new TO9N database will be created Select Destination Directory Choose the drive and directory in
251. r T4AP 203 Import File Header TAARCA 205 Import File Header TAPS 206 Import File Header T5 208 Import File Header T5018 211 Import Files Introduction 191 Import Excel 165 Import XML 168 2010 ELM Computer Systems Inc 236 T4 TimeSaver NET Guide Input Conventions 40 Input Window NR4 Slip 64 Input Window NR4 Summary 99 Input Window RL1 Slip 83 Input Window RL1 Summary 117 Input Window RL17 Slip 91 Input Window RL17 Summary 125 Input Window RL2 Slip 86 Input Window RL2 Summary 120 Input Window RL25 Slip 93 Input Window RL25 Summary 126 Input Window RL3 Slip 88 Input Window T1204 Slip 79 Input Window T1204 Summary 114 Input Window T4 Slip 66 Input Window T4 Summary 101 Input Window T4A Slip 69 Input Window T4A Slip Electronic Filing 71 Input Window T4A Summary 103 Input Window T4ANR Slip 72 Input Window T4ANR Summary 105 Input Window T4AP Slip 74 Input Window Summary 107 Input Window T4APS Summary 108 Input Window T4ARCA Slip 75 Input Window TAPS Slip 76 Input Window T4PS Summary 110 Input Window T5 Slip 77 Input Window T5 Summary 112 Input Window T5018 Slip 80 Input Window T5018 Summary 115 Installation 19 Internet Filing 154 K Keys Special 39 six LastSlip 26 38 Last Year s Data Convert 170 License 16 List Valid Options 26 Location File 179 Magnetic Media CD or DVD 159 Magnetic Media Federal Returns 153 Magnetic Media
252. r NET 2009 System Settings User settings SENTE E Pre te E ME Browse Default data C Users Peter Rhebergen Documents T4 TimeSaver NET 2009 Data Browse PDF reports C Users Peter Rhebergen Documents T4 TimeSaver NET 2009 PDF Output Browse XMLfiling C Users Peter Rhebergen Documents NT4 TimeSaver NET 2009 XML Output Browse Backups C Users Peter Rhebergen Documents V T4 TimeSaver NET 2009 Backups Browse T4 TimeSaver Plus and T4 TimeSaver Enterprise add four additional options which enables the user ADMIN to give other users the right to modify the default file locations for their own T4 TimeSaver sessions An option that is checked can be modified individually by each user while any option that is not checked can only be modified by the user ADMIN 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 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 The next time T4 TimeSaver 2010 ELM Computer Systems Inc Using Setup to Configure T4 TimeSaver NET 181 is started it will be unregistered a
253. r left corner of the Printing Summary Reports 4 screen Filing Status Button Clicking on the Filing Status button displays a window where the filing status of the current return for the current company can be selected Changes made to the filing status apply only to the current return for the current company Available filing status options are e Not Required A return of this type is not required for the current company e Need Return A return of this type is required for the current company e Entered Data has been entered for this return e Checked Data entered for this return has been checked e Filed This return has been filed with the CRA and or MRQ Recalculate Button 2010 ELM Computer Systems Inc Entering Summary Form Information 121 Click this button to recalculate all calculated values this will also return all overridden s3 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 2010 ELM Computer Systems Inc 122 T
254. r 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 15 000 Total disability benefit 16 0 00 Total child benefit ilz 000 Total death benefit 18 000 Person to contact about this retum Certtification First name Last name Position or office Area code phone Extension Date on summary Person to Contact About this Return The default contact information entered on the New Company Defaults 174 page of the User Settings 11821 submenu of Setup 33 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 172 tab of the User Settings 182 submenu of Setup 331 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 4 screen Filing Status Button Clicking on the Filing Status button displays a window where the filing status of the current return for the current company can be selecte
255. re 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 57 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 e Slip Refer to e Slip 631 for information on using the e Slip tab This feature is available in T4 TimeSaver Enterprise only 2010 ELM Computer Systems Inc Entering Slips 69 5 10 TAA Input Window San Page ETA x E E Statement of Pension Retirement Annuity and Other Income GotoRL1 Summary Coe Demo Company Status Adding new form Press Escape to cancel Sumame First name Initial Tax year 2009 Status of slip on Original Address line 1 Social insurance number 12 Address line 2 Footnote code s B City Province Eb Business number 13 Postal code Country D Recipient s number 14 1 General 2 Electronic Filing 3 e Slip P
256. re 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 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 regedit 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 8 My computer hangs when start up T4 TimeSaver or My computer hangs when start up the program and enter the user name 2010 ELM Computer Systems Inc Appendices 187 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 Select Repair Dat
257. re you will be prompted to upload the XML file created by T4 TimeSaver that contains the company data in XML format to the CRA website The XML file will be located in T4 TimeSaver s XML Output folder This folder can be located by using the FILE LOCATIONS option under the SETUP menu in T4 TimeSaver T4 TimeSaver saves 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 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 Plus and Enterprise are able to batch submit returns for multiple companies and multiple return types over the Internet in a single file which can be no larger than 150Mb in size if your file is larger than 150Mb you can either compress it or split your return into sections In this case you must use e either your company s Transmitter Number or Account Number Business Number e and your company s Web Access Code to access the CRA website as you are acting as an agent for multiple companies T4 TimeSaver Lite and Basic are limited to submitting single returns over the Internet for a single company at a time As above the file can be no l
258. reference number confirming that we have received your transmission We will mail you a validation report for the file once we finish processing your transmission You may also contact us to obtain the results of the validation 4 1 2 Electronic media Record only one file containing one type of RL slip and one type of package per electronic medium For example you would record file A containing original RL 1 slip data on one CD ROM file B containing original RL 2 slip data on another CD ROM and file C containing amended RL 1 slip data on a third CD ROM Each record must comply completely with the format described in section 5 Please note that CD ROMs and DVDs will not be returned to you 10 4 Filing on CD or DVD T4 TimeSaver Plus amp Enterprise Only When the CD or DVD option is selected as the destination for the Electronic Filing submission you will be prompted to enter the Submission Sequence Number This is a number from 1 to 999 that will identify the sequence of submissions that you submit to the CRA as a transmitter Regardless of your client enter 1 for your first submission 2 for your second etc The number you enter will be included in the filename so CRA will know that it is a unique submission Enter the appropriate number as requested and click the OK button If you enter a duplicate number you will be warned that the filename already exists and given the opportunity to keep the sequence number you have entered and overwrit
259. rements 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 from 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 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 updates the T4 summary with the totals of all 25 slips Open Excel Templates 4 TimeSaver Plus amp Enterprise Only This menu item opens the Excel import templates using your default spreadsheet editor The templates were installed with T4 TimeSaver in a subfolder named DB in the same folder where T4 TimeSaver 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 Note Use your spreadsheet
260. rganization 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 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 45 Dividend tax credit 2 taxable amount of dividends 18 965596 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 2 taxable amount of dividends 13 333396 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 GBP United Kingdom pound DEM Germany mark HKD Hong Kong dollar DKK Denmark kr ne ITL Italy lire ESP Spain peseta JPY Japan
261. ride these defaults for individual companies as you set them Start User Settings X User Settings NT NAE 1 New Company Defaults 2 Adjustment Options 3 Data Entry 4 Electronic Filing 5 Options Contact Information on All Summaries Other Information First name Default province of employment n Sumame User name MANUAL Area code phone amp Ex Certification Section on All Summaries Authorized person Note Information on this tab will be copied to each new company you set up Position or office T4 Adjustment Defaults Page Complete the 4 Adjustment Defaults page The information on this page will be copied to the 4 Adjustment Options page of the Company Information window for each new company See further information in Adjusting 45 97 regarding how to set the adjustments options to best suit your needs WE Start Page ug User Settings User Settings cn cm r CPP QPP Adjustment Options Transfer Over Remittance V garonne Adjust based on number of pensionable weeks Maintain the net pay of the owner shareholder by increasing the i gross pay of the amount added to the tax Maximum number of pensionable weeks 52 p El Adjustment Options Other Adjustment Options V Adjust El premiums if over annual maximu
262. rom a corporation Capital gains losses used to calc ded Reserves for dispositions of capital property Capital gains losses not used to calc ded Business investment loss Gross income loss of partnership Carrying charges and interest expenses Dividend rental arr compensation payments Quebec income tax withheld at source Foreign income tax paid on non business income Foreign income tax paid on business income Donations and gifts Other gifts Investment tax credit depreciable property Investment tax credit other property Paid up capital share of debts Paid up capital share of qualified property Paid up capital share of total assets R amp D Expenditures At risk amount Limited partnership loss Canadian exploration expenses Canadian development expenses Canadian oil amp Gas property expenses Expenses related to foreign resources Quebec exploration expenses Quebec surface mining or oil amp gas exploration expenses Type max size 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 Currency Currency Currency Currency Currency Comments Examples amp Defaults 2010 ELM Computer Systems Inc Appendices Heading BOX34 BOXS5 28 BOXS5 29 BOXS5 30 5 32 BOXS5 33
263. rranties against infringement or the like respecting the package are hereby disclaimed by us We do not warrant that any functions contained in this package will meet your requirements or that your use of the package will be uninterrupted or error free We shall have no liability to you or any third party regarding the package the User Manual or otherwise in warranty contract tort or otherwise In no event will we be liable for any direct incidental special indirect general or consequential damage or loss of any nature such as damage to property damages resulting from delay claims of third parties loss of profits or injury to person which may arise in connection with the use of or inability to use this package This clause shall survive failure of an exclusive remedy We specifically disclaim liability for any and all forms 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 2010 ELM Computer Systems Inc Part Il TIMESAVER NET Getting Started 19 2 Getting Started 2 1 Installation T4 TimeSaver may be installed on any disk drive accessible to your computer The two installation options Single User and Network Administrator are described below If you used T4 T
264. s 2 Adjustment Options 3 Data Entry 4 Electronic Filing 5 Options m Toolbar Icon Size 3 Colours 5 Small 16x16 24 m Medium 24x 24 E 000 2 Large 32x 32 2 Very Large 48 48 Changes to icon size will occur the next time T4 TimeSaver is started Changes to color schemes will take effect as new data entry forms are opened 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 12 2 User Administration 4 TimeSaver Plus amp Enterprise Only This feature is only available to the administrator logged in with the user name ADMIN The administrator is able to change the password for any user as well as deleting a user account altogether WE Start Page User Administration X List of user accounts ADMIN Selected user account MANUAL MANUAL Single Add User Copy User Edit User Options Change Password Delete user account 2010 ELM Computer Systems Inc 178 T4 TimeSaver NET Guide 12 3 Data File Security ud Start Data Security X Protect user settings database from unauthorized access
265. s No Yes No Text 30 Examples amp Defaults box No will not Yes checkmarks box No will not Yes checkmarks box No will not Yes checkmarks box No will not Yes checkmarks box No will not Yes checkmarks box No will not Yes checkmarks box No will not Yes checkmarks box No will not Yes checkmarks box No will not Yes checkmarks box No will not Yes checkmarks box No will not Yes checkmarks box No will not Yes checkmarks box No will not Yes checkmarks box No will not Yes checkmarks box No will not T4 TimeSaver Enterprise only Optional field 215 2010 ELM Computer Systems Inc 216 T4 TimeSaver NET Guide 13 7 13 Headings for T2202A T4 TimeSaver Plus amp Enterprise Only Cell A1 must contain T2202A Heading LASTNAME FIRSTNAME INITIAL ADDRESS1 ADDRESS2 CITY PROV POSTAL COUNTRY SLIPSTATUS PROGRAMNAME STUDENTNUMBER FROMYEAR1 FROMMONTH 1 TOYEAR1 TOMONTH1 TUITIONFEES1 PARTTIMEMONTHS1 FULLTIMEMONTHS1 FROMYEAR2 FROMMONTH2 TOYEAR2 TOMONTH2 TUITIONFEES2 PARTTIMEMONTHS2 FULLTIMEMONTHS2 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 Name of program of study Student number From Year line 1 Fro
266. s and the labour involved in producing these returns License Agreement T4 TimeSaver program is owned by ELM Computer Systems Inc ELM Computer Systems grants you the registered user a nonexclusive nontransferable license to use the program You are 2010 ELM Computer Systems Inc Introduction 17 expressly prohibited from distributing the program with its authorization code to any third party regardless of whether such distribution is for profit All rights title and interest in and to the program and all documentation code and logic which describes and or comprises the program are vested in ELM Computer Systems Your right to use the program is conditional upon and limited by the terms and conditions of this license You may not a modify adapt translate reverse engineer decompile disassemble or create derivative works based on the program or b loan rent lease or sublicense the program or any copy without the prior written consent of ELM Any violation of these provisions will constitute an automatic revocation of your license to use the program and will subject you to substantial liability under the applicable legislation of the jurisdiction in which the program is being used All other trademarks are the property of their respective owners You are permitted to use the program on any and all personal computers at your location i e a single street address with no restriction on the number of users
267. s below if it does not a Click on the Windows Start button usually in the lower left corner of your display b Start the Windows Run dialogue by one of the following methods i In Windows XP select Run from the Start Menu ii In Windows Vista type Run in the Search box iii In any version of Windows hold down the Windows key left of the space bar with the Windows flag logo at the same time as the letter R c Type drive t4netsetup where drive designates the drive containing the installation CD in the Run dialogue d Click OK to begin installing T4 TimeSaver To install T4 TimeSaver from the Internet follow these steps 1 Download the installation package from our website if your Internet browser give you the choice to save or run the installation package please save it to a location you can remember for the next step T4 TimeSaver 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 has been installed 3 Start the Windows Run dialogue a Click on the Windows Start button usually in the lower left corner of your display b Start the Windows Run dialogue i In Windows XP select Run from the Start Menu ii In Windows Vista type Run in the Search box iii In any version of Windows hold down the Windows key left of the space bar with the Windows flag logo
268. s 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 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 Canceled Slips Only print only the canceled 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 2010 ELM Computer Systems Inc Producing Reports 143 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
269. se for a username it is not necessarily your computer or network user name Under most circumstances there a unique user name should be assigned to each person or workstation using T4 TimeSaver LogOn 5 e User name E Nf 2009 eo Password TIMESAVER NET rm aia The first time you enter a new user name you will be prompted to create the account 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 1 option from the Setup 33 menu You are not required to create a password but it is recommended that you do so in environments where greater data privacy is required Please keep track of your password as it is cumbersome to recover if it is misplaced 2010 ELM Computer Systems Inc Getting Started 25 Set Password 83 Show Typing Enter new password Confirm password 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 Upper case letters A B C Z Numbers 0 1 2 9 Special Characters 7 8 amp _ Each user is associated with a corresponding user profile which contains the settings current database screen layout print destination amp etc assoc
270. set the adjustment Maximum amount by which tax may be reduced 9 999 99 E Lock adjustment options for this company E Disable T4 RL 1 adjustments for this company Enhanced Adjustment Options Plus amp Enterprise CPP QPP Adjustment Options Option A Adjust CPP QPP if over maximum under minimum ONLY ONE OF OPTIONS A AND 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 pensionable earnings x 4 95 AND 2 118 60 The lower limit is the lesser of CPP QPP pensionable earnings 3 500 00 x 4 95 AND 2 118 60 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 Option B Adjust CPP QPP based on number of pensionable weeks ONLY ONE OF OPTIONS A AND B MAY BE SELECTED If this option is selected CPP QPP will be calculated as 2010 ELM Computer Sys
271. ship 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 ad Convert T4 TimeSaver Databas e Options 7 Initialize fields zero amounts remove Amended etc Clear CPP Exempt boxes Clear El Exempt boxes C Initialize partnership forms Importing Partnership Data from Excel Convert partnership companies only Importing T5013 slips from an Excel spreadsheet is done in the same way as importing other slips See the T4 TimeSaver User Manual for general instructions about importing data For information about the names of the fields used as headers for T5013 slips see Headings for T5013 zi 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
272. sideration but cannot promise that every suggestion will be incorporated into a future release of T4 TimeSaver To all of you who have provided suggestions over the past 20 years Thank you for your help in making T4 TimeSaver the finest tax slip preparation software available in Canada Hardware Requirements Computer Any computer with the recommended settings to support a current version of Windows Operating System Any current version of Windows Windows XP Windows Vista Windows 7 Windows 2003 or Windows 2008 T4 TimeSaver may run on older versions of Windows as well but as these versions are no longer supported by Microsoft they may not be compatible with all aspects of the NET framework T4 TimeSaver will also run in Terminal Server environments but must be installed using the proper procedures Although we do not recommend it some of our clients use T4 TimeSaver on Novell networks Care must be taken to ensure proper path naming conventions as some Novell versions will crash on file or folder names longer than eight characters System Memory Any system able to support a current version of Windows should be able to run T4 TimeSaver As a guideline Windows XP will offer its best performance with 2Gb of RAM installed while Windows Vista and Windows 7 will run best with at least 3Gb of RAM We do not recommend using Windows XP with less than 1Gb of RAM or Windows Vista or Windows 7 with less than 2
273. solution and dpi settings New forms added T2200 T2202A Basic Plus amp Enterprise only RL 8 and Quebec Partnership Schedules A B C D amp E Plus amp Enterprise only Improved awareness of Windows Regional Settings as in use of the period as the thousands separator in place of the comma e Vastly improved performance especially when electronically filing tens of thousands of slips For more than 20 years suggestions and requests from our clients have helped us continually improve T4 TimeSaver THANK YOU We sure appreciate your help No matter how long you ve been using T4 TimeSaver please let us know if you have an idea that could improve it While we do not guarantee that we will include all suggested improvements in T4 TimeSaver we promise you that we will carefully consider each suggestion you make 1 1 1 Version Comparison T4 TimeSaver is available in five versions Online Lite Basic Plus and Enterprise enabling T4 TimeSaver to provide a variety of features that will satisfy the requirements of any firm no matter how large or how small Throughout this manual features that are available only on specific versions of T4 TimeSaver will be appropriately noted T4 TimeSaver Online Geared toward the smaller business producing up to 15 slips for 1 or 2 companies T4 TimeSaver Online is our lowest cost solution Even so it enables even the smallest business to produce professional T4 T4A and T5 returns Compatible with an
274. spaces only enter the six numbers of your transmitter MM number If you were selected to participate you would have received an E mail from the CRA giving you your transmitter number MM123456 and Web Access Code AND Your Web Access Code Note Your Web Access Code contains letters which are identified with an asterisk and must be entered in the same case as they appear on the correspondence you have received The Web Access Code and your Account Number are printed on the File Your Information Returns Electronically letter If you have a transmitter number you have received correspondence giving you your Web Access Code Continue to step two https apps cra arc qc ca ebci leb0 upload TO5iLogin e filt You will be prompted to enter e either the Transmitter Number or the Account Number Business Number for the company for which you are filing an Internet return e and the Web Access Code of that company If you are submitting returns on behalf of multiple companies you would enter e either your company s Transmitter Number or Account Number Business Number e and your company s Web Access Code Notes on the Transmitter Number and the Web Access Code Contrary to what you may have been told The Transmitter Number and the Web Access Code are not interchangeable they are two different numbers of two different formats used in two different capacities The Transmitter Number MM000000 cannot be used to
275. st 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 These 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 9 for further information about the adjustment options The report will appear as 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 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 t
276. t 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 Eligible retiring allowances box 26 Type max size Text 30 Text 12 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 Currency Comments Examples amp Defaults Required field 2009 O Original A Amended or C Cancelled 2010 ELM Computer Systems Inc Appendices 199 Heading RETIRINGNON OTHER PATRONAGE PAST PENSION PENSIONNO RESPACCUM RESPED CHARITABLE TEXTATTOP EMAILADDRESS OKTOEMAILSLIP Description 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 accum income payments box 40 RESP educational assist pay ts box 42 Charitable donations box 46 Optional text to print at top of slip Recipient email address Permission granted to email slip Type max size Currency Currency Currency Currency Currency Text 19 Currency Currency Currenc
277. ta Entry 91 RL17 Summary Data Entry 125 RL17 Import File Header 229 RL2 Slip Data Entry 86 RL2 Summary Data Entry 120 RL2 Import File Header 222 RL25 Slip Data Entry 93 RL25 Summary Data Entry 126 RL25 Import File Header 231 RL3 Slip Data Entry 88 RL3 Import File Header 208 Select Company 38 Select Slip 26 Selecting a Company 57 Selecting a Slip 62 Setting Adjustment Options 97 Settings Paths 181 Settings System 181 Settings User 182 Skip Data Entry Fields 175 Slip Editing ToolBar 27 Slip Add 62 Slip Data Entry 62 Slip Delete 38 62 Slip Find 38 Slip First 38 Slip Last 38 Slip New 38 Slip Next 38 Slip Number of 38 Slip Order 38 Slip Previous 38 Slip Revert 38 Slip Select 62 Slip Sort Order 62 Slips Printing 137 Slips Remove 171 Sort Order 38 Sorting Slips 62 Special Keys 39 Split Screen 40 Start Page 27 Starting 22 State Codes 188 Status Bar 27 Suggestions 15 Summaries Printing 141 Summary NR4 99 Summary T4 101 Summary T4A 103 Summary TAANR 105 Summary T4AP 107 Summry RL1 117 Summry RL17 125 Summry RL2 120 Summry RL25 126 2010 ELM Computer Systems Inc 238 T4 TimeSaver NET Guide Summry 71204 114 Summry TAAPS 108 Summry T4PS 110 Summry T5 112 Summry T5018 115 System Settings 181 ST T1204 Slip Data Entry 79 T1204 Summary Data Entry 114 T1204 Import File Header 210 4 Slip Data Entry 66 T4 Summary
278. ted from any existing database s accessible to T4 TimeSaver 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 To merge two companies into a new 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 45 chosen to store the resulting company Changes made using this tool cannot be reversed 11 2 Transfer Companies 43 Start Page WE Transfer Companies X Companies due Fiter Gear Al Sample Company Sample Company Current Company xl User Defined Groups Save As Exception Fling Status 1 selected E Display and process in selection sequence Destination Database Options Browse Remove companies from source after transfer 2010 ELM Computer Systems Inc Using Tools to Manipulate Data 163
279. tems Inc Company Information 55 CPP QPP pensionable earnings prorated deduction x 4 9596 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 4 1 2 2 El Adjustment Options Option D Adjust El premiums if over annual maximum THIS OPTION MAY BE SELECTED INDIVIDUALLY OR WITH EITHER OPTION E OR If this option is selected the EI will only be adjusted if it is greater than Standard annual maximum of 42 300 00 x 1 7396 or 731 79 for employees whose province of employment is not Qu bec OR Standard annual maximum of 42 300 00 x 1 7396 or 2 118 60 for employees whose province of employment is Qu bec Option E Adjust El premiums based on Insurable Earnings ONLY ONE OF OPTIONS E AND F MAY BE SELECTED If this option is selected the EI 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 3896 for employees whose province of employment is Qu bec Note that if El insurable earnings are not entered gross pay will be used Option F Adjust insurable earnings based on El premiums ONLY ONE OF OPTION
280. the CPP QPP and EI 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 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 Status of Slip Select O for original default value A for amended or C for canceled This will cause the slip to be labeled appropriately as required by CRA It will also cause the slip to be include
281. the blank formatted diskette in the indicated diskette drive see the section on Diskette Filing he for details on submission if you are filing more than 50 slips you cannot file on diskette NOTE You must have access to a diskette drive to successfully use this option Regardless of the destination you choose T4 TimeSaver will validate your data to determine if there are any Critical or Warning errors Errors that would result in a rejection of your submission will be listed in a Critical Error report and must be corrected before T4 TimeSaver will generate an XML file Errors that can be corrected but would not invalidate the submission if they were not are displayed in a Data Validation Warnings report The validation procedure is implemented whenever an electronic filing submission is processed but it can also be run independently by selecting the Validation report only option Note With T4 TimeSaver Basic you may only select the Internet as a destination for electronic filing With T4 TimeSaver Plus you may electronically file by diskette CRA only CD DVD or the Internet Slip Status Each submission must contain either original returns or amended canceled 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 Canceled to include all amended or canceled returns of the type s selected from the selected company ies in your submission
282. 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 AFS IE wits datatntrysequence gt 2of5 ug T4 X ud T4 Summary ud T4A Summary X T4 Statement of Remuneration Paid T4 Summary Summary of Remuneration Paid Sumame FirstName Initial SMITH Steve For year ending December 31 2007 Address Total number of T4sipsfied 88 9 Cty Province Employment income 14 Registered pension plan RPP contributions 20 Pension adjustment s2 Employment income 14 press CPP commiting gf croicyees CPP cortibuions Once the screen has been split you may move forms from one side to the other or between top 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 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 2010 ELM Computer Systems Inc Getting Started 41 2 11 in sequence New data entered into a field will overwrite existing data You may edit existing data by using the left and right
283. the menus and if selected will inform the user that the chosen option is available only in a higher version 2 5 6 1 Common Features Companies Set Current Company gt User Defined Groups Save Rename List Save As Delete Exception Data Selection Panel Some tools such as the Transfer Companies Remove Slips and Event Viewer tools share a common data selection panel This panel enables the user to specify a range of data that will be acted upon by the tool in question Filter 2010 ELM Computer Systems Inc T4 TimeSaver NET Guide Set Company Filter Select on filing status Not required Select on electronic filing status Select on printing status Select on company category Filter applies to F setting a filter based on criteria other than company category select the type of retum to filter Select companies with active slips x The Filter button displays the Set Company Filter window which is used to filter the companies that the tool will act upon to those of greatest interest to the user The Filter button will also appear in the Filing Status window Available filters are Select on filing status Selects companies by their filing status It is also possible to limit these selections to specific date ranges o Not Required No return is required o Need Return A return is required o Entered A return has been entered into T4 TimeSaver
284. tically to the appropriate related form A simple overview of the relationships between 2010 ELM Computer Systems Inc 132 T4 TimeSaver NET Guide 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 2 Data flow Source Form Destination Form SOURCE FORM DESTINATION FORM Schedule 1 Schedule 1 Line D gt Summary Box 20 21 22 or 23 user defined Schedule 2 Section A Line 103 Schedule 2 Section B Line 103 gt Summary Line 103 Schedule 2 Section C Line 104 Schedule 2 Section D Line 104 gt Summary Line 104 Schedule 2 Schedule 2 Section E Line 105 gt Summary Line 105 Schedule 2 Section Line 106 gt Summary Line 106 Schedule 2 Lines 103 104 105 106 gt Summary Line 103 104 105 106 Schedule 6 Section R Summary Line 70 Schedule 6 Section S gt Summary Line 70 2 Schedule 6 Schedule 6 Section T gt Summary Line 70 3 Schedule 6 Section U gt Summary Line 70 4 Schedule 6 Section V Summary Line 70 17 Schedule 8 Total Column 10 gt Schedule 1 Line 107 Schedule 8 Schedule 8 Total Column 11 Schedule 1 Line 404 Schedule 8 Total Column 12 gt Schedule 1 Line 403 Schedule 8 Total Column
285. tion slips for data entry Forms that are not available in the Lite and Basic versions will not appear in the Forms Menu The following forms are available depending on which version of T4 TimeSaver has been installed Federal T4 T4A T5 Lite Basic Plus amp Enterprise 2010 ELM Computer Systems Inc 30 T4 TimeSaver NET Guide NR4 T4A NR T4A P T4A RCA T4PS T1204 T5018 Basic Plus amp Enterprise T5013 Schedules 1 2 6 8 10 12 50 52 100 125 141 Plus amp Enterprise Quebec RL 1 RL 3 Lite Basic Plus amp Enterprise RL 2 RL 17 RL 25 Basic Plus amp Enterprise RL 15 Schedules A B C D E Plus amp Enterprise 2 5 6 Tools Menu Tools Menu Tools Setup Reports Windows Help Developer Tools Setup Reports Windows Help Developer Merge Companies Merge Companies Transfer Companies Transfer Companies Global Changes Global Changes Import Data Import Data Convert Databases Convert Databases Import User Information from Last Year s T4 TimeSaver Import User Information from Last Year s 4 TimeSaver Remove Slips Remove Slips Event Viewer Tools Menu Lite Basic amp Plus Tools Menu Enterprise Any menu or submenu item that is greyed out is not currently available Merge Companies Opens the Merge Companies 162 dialogue Transfer Companies Opens the Transfer Companies 162 dialogue Global Changes Make global changes to Adjustment O
286. tus of Slip Select O for original default value A for amended or C for canceled This will cause the slip to be labeled appropriately as required by CRA It will also cause the slip to be included or excluded appropriately whenever the Amended only or Originals only options are chosen 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 e Slip Refer to e Slip 63 for information on using the e Slip tab This feature is available in T4 TimeSaver Enterprise only 2010 ELM Computer Systems Inc 76 T4 TimeSaver NET Guide 5 14 T4PS Input Window T4 TimeSaver Basic Plus amp Enterprise Only Start Page Wl TAPS X E TAPS statement of Employee Profit Sharing Plan Payments and Allocations Goto Summary Demo Company Status Adding new form Press Escape to cancel Sumame First name Initial Address line 1 Address line 2 City Province Postal code Country nb 2esip Status of slip oen Original Year 2009 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
287. ue Agency WWW cra gc ca Online services and other e services Filing information returns electronically ETS FILE NOW Internet file transfer Forms and publications Be sure to read Before you file before you send your return tOnlineisercen NNNM Enter Internet file transfer XML secure Web site A to Z index http www cra arc gc ca esrvc srvce rf thr ift tfi rdy eng html Click the Enter Internet File Transfer XML Secure Web Site which will open the Disclaimer Internet File Transfer XML page You are encouraged to read all the terms and conditions on this page and you must click on the I agree at the bottom of the page before you can enter the Internet File Transfer site Once you click on I agree the following webpage will open 2010 ELM Computer Systems Inc Electronic Filing 155 Bel nemi Canad Canada Revenue Agency www cra gc ca Francais Contact Us Search canada gc ca Return to Filing Information Internet File Transfer XML Returns Electronically To file your electronic information return you must provide the following information Return to filing Step 1 Identification area other types of returns Enter either your Account Number or your transmitter number Need to retrieve your Web access code Your Account Number Note Do not enter dashes or spaces in the Account Number OR Your Transmitter Number MM Note Do not enter
288. ur 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 4 Receiving Updates If you provided a valid email address with your order you will receive email notifications whenever a significant update to T4 TimeSaver is released 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 T4 TimeSaver website will give details about all updates to the current release of T4 TimeSaver as well as final releases for all versions of T4 TimeSaver from 1997 onward Versions of T4 TimeSaver prior to 1997 are no longer available 1 5 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 TimeSaver 2010 ELM Computer Systems Inc 16 T4 TimeSaver NET Guide 1 6 1 7 Many of the features now available in T4 TimeSaver are the result of suggestions made by our clients If there is a form or feature you would like to see added to T4 TimeSaver please call or send us an email to tell us about it We will give each suggestion our careful con
289. urance number box 12 Optional text to print at top of slip Recipient email address Permission granted to email slip Type max size Text 30 Text 12 Text 1 Text 30 Text 30 Text 28 Text 2 Text 10 Text 3 Interger 4 Text 1 Integer 2 Date mmm dd yyyy Currency Currency Currency Currency Currency Currency Currency Text 20 Text 9 Text 15 Text 255 Yes No Comments Examples amp Defaults Required field 2009 O Original A Amended or C Cancelled Aug 03 2009 Yes 2010 ELM Computer Systems Inc 204 T4 TimeSaver NET Guide COMPANY NAME1 Name of company with which the slip is associated Text 30 T4 TimeSaver Enterprise only Optional field 2010 ELM Computer Systems Inc Appendices 205 13 7 7 Headings for TAARCA T4 TimeSaver Plus amp Enterprise Only Cell A1 must contain T4ARCA Heading Description Type Comments max size Examples amp Defaults LASTNAME Recipient last name Text 30 Required field FIRSTNAME Recipient first name Text 12 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 including space Text 10 COUNTRY Country code Text 3 YEAR Tax year Interger 4 09 SLIPSTATUS Status of slip Text 1 O Original A Amended or C Cancelled REFUNDEMPLOY
290. us button displays a window where the filing status of the current return for the current company can be selected Changes made to the filing status apply only to the current return for the current company Available filing status options are e Not Required A return of this type is not required for the current company e Need Return A return of this type is required for the current company e Entered Data has been entered for this return e Checked Data entered for this return has been checked e Filed This return has been filed with the CRA and or 2010 ELM Computer Systems Inc 106 T4 TimeSaver NET Guide Recalculate Button Click this button to recalculate all calculated values this will also return all 3 values to their calculated value Go 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 2010 ELM Computer Systems Inc Entering Summary Form Information 107 7 5 Summary 4 TimeSaver Basic Plus amp Enterprise Only Summary zx Bl T4A P Summary Summary of Canada Pension Plan Benefits Recalculate Goto Sips Close Default Company Total numbe
291. utput folder regardless of whether a folder has been assigned on the company record Quick Print 2010 ELM Computer Systems Inc 140 T4 TimeSaver NET Guide 9 3 1 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 advanced print settings Using Serial Relev Numbers on RL Slips Serial number Relev numbers printed on RL 1 RL 2 RL 8 RL 17 and RL 25 slips
292. 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 4 screen Filing Status Button Clicking on the Filing Status button displays a window where the filing status of the current return for the current company can be selected Changes made to the filing status apply only to the current return for the current company Available filing status options are e Not Required A return of this type is not required for the current company e Need Return A return of this type is required for the current company e Entered Data has been entered for this return 2010 ELM Computer Systems Inc Entering Summary Form Information 111 e Checked Data entered for this return has been checked e Filed This return has been filed with the CRA and or MRQ Recalculate Button Click this button to recalculate all calculated values this will also return all overridden s values to their calculated value 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 2010 ELM Computer Systems Inc 112 T4 TimeSaver NET Gui
293. ws the user to change the location of the XML submission files See File Locations 1179 for further information Go to Output Folder Pressing this button will open the folder that the XML submission files will be stored 9 3 Printing Slips 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 per page or three slips per page will be available only when selecting from T4 reports 2010 ELM Computer Systems Inc 138 T4 TimeSaver NET Guide 43 Start Page JWS Print T4 Slips 2 page X aen Clear All M Sample Company Sample Company Curent Company a User Defined Groups Filing Status 1 selected Display and process in selection sequence Slips Select Gex Al ps Include inactive nil slips Sort slips by Name x Oof Oselected Copy and Printer Selection mm Quick Print V Copy 1 Paper Type Plain paper Letter 2 page Preview Print V Copy 2 3 Printer Bullzip PDF Printer M Copy 4 Paper Source _ Adjust Margins Options PDF File Options Refresh Data Group output Copy number Save Pdf files Print test pattem Advanced P rinting bet ug aL dU Separate Pdf file for each recipient Copy 2 3 Close Note T4 slips wi
294. x No will not 213 2010 ELM Computer Systems Inc 214 T4 TimeSaver NET Guide Heading Q7CNO Q8YES Q8NO Q8HOWFREQUENTLY Q9AYES Q9ANO Q9BYES Q9BNO Q9CYES Q9CNO Q9DYES Q9DNO Q9EYES Q9ENO Q9DESCRIPTION Q10AYES Q10ANO Q10BYES Q10BNO Q10DESCRIPTION Q11AYES Q11ANO Description Question 7 Commission inc T4 No Question 8 Yes Question 8 No Question 8 Frequency Question 9 Rent office Yes Question 9 Rent office No Question 9 Pay substitute Yes Question 9 Pay substitute No Question 9 Pay supplies Yes Question 9 Pay supplies No Question 9 Pay cell phone Yes Question 9 Pay cell phone No Question 9 Repay Yes Question 9 Repay No Question 9 Type of expense Question 10 50 Yes Question 10 5096 No Question 10 Repay Yes Question 10 Repay No Question 10 Type of expense Question 11 Purchase tools Yes Question 11 Purchase tools No Type max size Yes No Yes No Yes No Text 50 Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Text 50 Yes No Yes No Yes No Yes No Text 50 Yes No Yes No Comments Examples amp Defaults Yes checkmarks box No will not Yes checkmarks box No will not Yes checkmarks box No will not Yes checkmarks
295. y Diskette CD or DVD submissions cannot contain more than 50 slips 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 2010 ELM Computer Systems Inc 154 T4 TimeSaver NET Guide 10 2 1 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 canceled returns and submit it to the Electronic Media Processing Unit Do not send any original returns in the same submission as amended returns Internet Filing to CRA T4 TimeSaver is able to utilize CRA s URL for Internet filing of returns When the Internet filing option is selected as the destination for the Electronic Filing submission an Internet Filing dialog box will appear once the Process button is selected You will be warned if the file size exceeds the maximum of 150Mb allowed by CRA for Internet filing Make note of the information given and click the Go to Internet Filing Page button to continue The following web page will be opened Canada Revenue Agence du revenu e es 5 Canada Canada Reven
296. y Text 15 Text 255 Yes No Comments Examples amp Defaults Yes 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 TimeSaverimport 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 LUMPSUMNONRES 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 pension or superannuation Lump sum pymt accrued to 12 31 97 Status Indian Lump sum payments Lump sum payments RPP not eligible Lump sum payments DPSP not eligible Lump sum pymt non resident services Integer 2 Integer 2 Integer 2 Integer 2 Integer 2 Integer 2 Integer 2 Integer 2 Text 60 Currency 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 2010 ELM Computer Systems Inc 200 T4 TimeSaver NET Guide Heading LUMPSUMUNREG LUMPSUMNOTRANS DPSPANNUITY IA
297. y web browser T4 TimeSaver Online lets you work wherever you have Internet access Because of its intuitive Internet interface T4 TimeSaver Online is not covered in this manual If you would like to give T4 TimeSaver Online a try you can visit the T4 TimeSaver Online website T4 TimeSaver Online T4 TimeSaver Lite Our entry level Windows version T4 TimeSaver Lite has been designed for firms with smaller data processing requirements and subsequently not requiring the full versions of T4 2010 ELM Computer Systems Inc 12 T4 TimeSaver NET Guide TimeSaver Returns can be prepared for up to five companies with a maximum of 25 slips of each type for each company T4 TimeSaver Basic T4 TimeSaver Basic is the ideal solution for your information return preparation needs whether you produce returns for your own organization or for multiple client organizations Unlimited in the number of returns it can process T4 TimeSaver Basic can be used to prepare returns for even the largest organizations with a minimum of fuss and bother Databases created with T4 TimeSaver Basic are fully accessible by T4 TimeSaver Plus and T4 TimeSaver Enterprise T4 TimeSaver Plus Our most popular package T4 TimeSaver Plus includes all the features of T4 TimeSaver Basic but provides greater flexibility by adding expanded electronic filing multi user networking data import and partnership forms T4 TimeSaver Plus is used by more firms across Nort
298. 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 d285e7622669a4c9404674 HP LaserJet 3600 d Intel d MyWorks d orderpro2 Program Files d Tax Data Default Data E 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 you have the flexibility of customizing your method of adjusting CPP and EI discrepancies for individual companies When you add a new company T4 TimeSaver will 2010 ELM Computer Systems Inc Company Information 53 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 further information see Adjustin

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