To Begin

• Enter the required information about the employer or the payer in Form Client Identification and Other Information (Jump Code: ID).

• Access the data entry screen for the slip (for example, T4-RL-1 in the case of the T4 slip) and enter the information for each employee or recipient.

For returning clients, roll forward data from last year. The program will roll forward the permanent data (i.e., the information entered in Form Client Identification and Other Information; the recipients T-slips and RL slips identification data, and the identification data indicated on the summary forms) for the slips, as well as for other forms. Once the information is rolled forward, access the data entry screen for the slip and enter the data for the current year for each slip recipient. If there are new recipients, use the Multiple Copy toolbar to insert a new slip.

Slip data can be imported if the information is found in a file saved in .csv or .xls format.

If you know the slip number (the "Jump Code") of the slip you want to complete, for example, T215 for the Past Service Pension Adjustment Exempt from Certification, use the Form Manager to open the applicable data entry screen.

The Data Entry Screen

The entry of data required to complete slips (for example: the salary and benefits received by the employee during the year, if you are completing T4 slips) is performed in the applicable data entry screen. Use jump codes (T4, T4A, T4ANR, etc.) in the Form Manager to open the data entry screen required.

To enter data for a new slip, to access already completed slips or to delete slips, use the Multiple Copy toolbar.

Corporate, employer or payer contact information is entered in the corresponding summary form (Jump Codes: T4SUM, T4ASUM, T4ANRSUM, etc.) in the Form Manager.

After entering information slips, be sure to consult the diagnostics. Diagnostics indicate any possible errors and omissions in the file.

The Data Entry Screen

While the data entry screen or slip is displayed, you can navigate through the slips entered using the Form Manager or the Multiple Copy toolbar.

Use the Form Manager to display a list of all the slips entered in the file or use the Multiple Copy toolbar to navigate through and display slips one at a time.

The Slip Display Screen (Jump codes: T4Supp, T4ASupp, etc., in the Form Manager.)

This screen displays what slips would generally look like when printed and is for viewing purposes only.

Changes are made on the associated data entry screen only. Scroll through slips using the Slip Navigator.

Determine the printing options for the slips from the Print Slips dialog box.

When you select File/Print Slips, the Print Slips dialog box displays. Use this dialog box to select the slips to print.

Canada Pension Plan (CPP), Employment Insurance (EI) and Québec Pension Plan (QPP)

Taxprep Forms calculates CPP/QPP contributions and EI premiums based on the pensionable earnings (CPP/QPP), the insurable earnings (EI) and the qualifying weeks of employment (CPP/QPP).

An adjustment mechanism is also available that you can choose to enable or disable, at the bottom of the T4 Summary. This mechanism can be used to adjust the contributions in the case of over or under payment by compensating, as needed, with the income tax amount withheld at source. However, this mechanism has not yet been approved by the CRA or RQ.

Note: Boxes 24 and 26 of the T4 slip, as well as box G of the RL-1 slip, remain blank when the insurable earnings (IE) or the pensionable earnings (CPP/QPP) correspond to the salary entered in box 14 of the T4 slip or box A of the RL-1 slip, or attain the maximum amount for the year in compliance with government guidelines. In the case where insurable earnings (IE) or pensionable earnings (CPP/QPP) differ from the salary, override box 24 or 26; the amount will be displayed on the slip.

Benefits with Respect to the Use of an Automobile

You can calculate the amount of benefits for the use of an automobile, which must be added to an employee's income. To do this, double-click box 34 in the T4-RL-1 Data entry screen (you can also select this box and press F9). You will then access the Personal use of employers auto screen. Taxprep Forms will then allow you to calculate the automobile benefit for each employee.

The amount of the benefit is added to the other income paid to the employee, which you enter in the Remuneration and Benefits field. The total is entered in box 14 of the Data entry screen and of the slip. The automobile benefit is also entered in box 34 of the T4 slip. These amounts are posted to the appropriate boxes of the Québec RL-1 slip.

T4 Summary

The T4 Summary form supplies the total of the amounts entered on the T4 slips. The calculations are performed by the program, so you only enter the amounts paid by the employer over the course of the taxation year (line 82), the remittance amount, if applicable, as well as all other information not yet entered.

At the bottom of the T4 Summary, in the boxed area, you can:

• Indicate that the data will be filed on magnetic media support;
• Specify the employers Employment Insurance contribution rate, if this rate differs from 1.4;
• Specify the sales tax to which the employer is subject to for purposes of calculating the additional amount to remit with respect to employee automobile benefits;
• Indicate if the employer is a large business , as defined in subsection 236.01(1) of the Excise Tax Act; and
• Enter notes for T4 slips and RL-1 slips.

1. Enter the required information about the employer or the payer in Form Client Identification and Other Information (Jump Code: ID).

2. Access the data entry screen for the slip (for example, T4-RL-1 in the case of the T4 slip) and enter the information for each employee or recipient.

3. Complete and print the form. (See "Printing Forms" below.)

Note: See help for each form by pressing F1 while the form is displayed.

For returning clients, roll forward data from last year. The program will roll forward the permanent data (i.e., the information entered in Form Client Identification and Other Information; the recipients T-slips and RL slips identification data, and the identification data indicated on the summary forms) for the slips, as well as for other forms. Once the information is rolled forward, access the data entry screen for the slip and enter the data for the current year for each slip recipient. If there are new recipients, use the Multiple Copy toolbar to insert a new slip.

Complete and print the form. (See "Printing Forms" below.)

If you know the form number (the "jump code") of the forms you want complete, for example T2125 for the Statement of Professional Activities, use the Form Manager to open your forms.

If you do not know the form number, use the Search dialog box. With this dialog box you can search for forms using any word found in the form title. For example, "activities" from Form T2125.

You can enter data in input fields which have black print on a white background. Other field types have different properties and features.

After entering information slips, be sure to consult the diagnostics. Diagnostics indicate any possible errors and omissions in the file.

You can print the current form, multiple forms and even blank forms. Set print options and form selection defaults such as multiple copy settings using File/Print Selected Forms and File/Print Based on Print Formats.

• Accessing and completing the T5013 Summary.

a. In the Form Manager, click the Jump Code column and type "T5013Sum" to find the Partnership Information Return summary form. Either double-click or press Enter to open the form.

b. If you are preparing the Québec TP-600-V, Québec Partnership Information Return, answer the question "If you want to complete the Québec TP-600-V return and RL-15 slips, check Yes" at the top of the form. Amounts entered on the T5013 Summary will be transferred to the TP-600-V automatically.

c. Amounts entered on page two of the summary are appropriately transferred to each T5013 or RL-15 slip.

d. Section C, Summary of partnerships income (or loss) on page two of the summary includes posted fields which, when double-clicked, will display the Reconciliation of Net Income for Tax Purposes (T5013-S1) form. Be sure to select the Type of income at the bottom of the T5013-S1 to transfer amounts entered to the correct fields of the summary.

e. Options to determine the "Basis for Allocation of Partners," "Allocation for T5015," "Partnership's Capital Account" and "Other Amounts to be Allocated to the Partners" can be found at the bottom of page two of the summary form.

• Accessing the T5013/RL15 Data entry screen

Use the jump code T5013RL15 in the Form Manager to access the T5013/RL15 Data entry screen and enter each partner's information. As each partner is added, income and other amounts are allocated according to your specifications made on the T5013 Summary form.

• Viewing Partnership Slips

View each completed T5013 or RL-15 slip by opening the T5013SUPP or REL15 screen from the Form Manager. Changes can only be made on either the Data entry screen or the summary.