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9.37 Release Notes

A downloadable pdf version of the Avanti 9.37 Release Notes, complete with images, is available at the bottom of this article



January 1, 2019 TAX 

Release Guide

 

Avanti Version 9.37

 

Copyright © 2018 Avanti Software Inc.

 


 

Copyright Notice 

Copyright © 1991-2018 Avanti Software Inc. All rights reserved worldwide. No part of this publication may be reproduced, transmitted, transcribed, stored in a retrieval system, or translated into human or computer language, in any form or by any means, electronic, mechanical, magnetic, optical, chemical, manual, or otherwise, without the express written permission of Avanti Software Inc., Suite 100, 200 Quarry Park Boulevard, Calgary, Alberta, T2C 5E3, Canada.

Disclaimer 

Avanti Software Inc. makes no representations or warranties with respect to the contents hereof and specifically disclaim any implied warranties of merchantability or fitness for any particular purpose. Furthermore, Avanti Software Inc. reserves the right to revise this publication and to make changes from time to time in the contents hereof without obligation of Avanti Software Inc. to notify any person or organization of such revision or changes.

Trademarks

Avanti is a registered trademark of Avanti Software Inc.

 

Document Release

RELEASE: 937-1218


 

Table of Contents       

WHAT IS INCLUDED IN THIS RELEASE? 4

Additional Menu Items. 5

Adding New Menu items into the Avanti Menu.. 7

Re-Arranging the Menu Items. 8

Add New Employee Profile Menu items. 9

Add New Web Service menu items. 10

Year End Checklist. 11

Canada Revenue Agency 109th Edition Tax Update. 12

Federal TD1 Values. 12

Canada/Quebec Pension Plan (CPP/QPP) 13

Employment Insurance (EI) & Quebec Parental Insurance Plan (QPIP) 14

2019 Worker’s Compensation Rates (WCB, WSIB, & CSST) 15

2019 Provincial TD1 Values. 16

2019 Quebec TP-1015.3-V Values. 18

Federal/Provincial Tax Rates and Annual Taxable Income Thresholds. 19

Minimum Wage Changes. 20

Tax Slip Changes Overview:  Effective January 2019. 21

T4 Slip  21

Discontinued – Code 37, Employee home relocation loan deduction. 21

Discontinued – Code 70, Municipal officer’s expense allowance. 21

T4A Slip. 21

New Code – 128, Veterans’ benefits eligible for pension splitting. 21

RL-1 Slip. 22

Discontinued – L-5, Deduction for a home relocation loan. 22

Discontinued – A-8, Deduction for police officers. 22

RL-2 Slip. 22

New – Box A-1. 22

NR4 Slip. 22

T4A-RCA Slip. 22

Avanti System Modifications Overview... 23

Extract Employee Tax Slip Data.. 23

T4 Review Listing.. 24

Report Designer - New Report Sources. 25

Payroll Data Entry– Print comments. 26

Pending Leave Report – Pay Group Selection.. 27

Financial Systems – Project Time Export. 28

Position Management - Organization Structure – Find.. 29

Web Services – Employee displayed on Appraisals. 30

Tax Slip Processing Checklist. 31

Avanti Client Care. 32

Avanti 2018/2019 Holiday Hours. 32

Useful Links. 32


WHAT IS INCLUDED IN THIS RELEASE?

9.37 Avanti Tax Release Guide

  • Outlines the Tax updates effective January 1, 2019
  • Includes details of the additional changes included in this release

Downloadable Avanti software release version 9.37

  • Includes complete software installation. Please note that this release supersedes any previous updates/releases.
  • The provincial and federal tax updates effective January 1, 2019.
  • Minor fixes to improve usability.

Installing the Update – Applicable for On-Premise Clients

Instructions to install the release are available on the Knowledge Base. Additionally, these instructions can be accessed by selecting ‘Installation Instructions’ once the update has been downloaded on the Avanti Update Service.

Avanti Enhancement Ideas

Do you have an idea that could improve Avanti? Avanti now has a link located on the Knowledge Base. To submit an enhancement, click the link and fill out the form.

We appreciate your input on how we can improve the Avanti experience for everyone involved.


 

Additional Menu Items

There are no new menu items in the 9.37 Release for System Menu. This is only applicable for clients who wish to install the menu items that were released in a previous version. Clients who do not wish to install the menu items that were previously released can skip to Canadian Revenue Agency 109th Edition Tax Update.

Display Update Menu provides the ability to identify menu items that have been released. Menu items can be updated or added by selecting Display Update Menu in System Administration >> System Menu >> System Menu.


When ‘Display Update Menu’ is selected, an additional column that displays the standard menu items will appear. Once selected, the Show Update Menu button becomes a Hide Update Menu button.

The Avanti Menu column displays all the menu items currently in your system. The Update Menu column displays the standard Avanti menu items. These menu items are colour coded for easy comparison of the menu items. Items that appear in Red in the Update Menu are items that are available but are not in the Avanti Menu.

Avanti Menus Colour Coding Legend:

  • Blue – The menu item is the same in the Avanti Menu and Update Menu. No changes are required.
  • Green – The menu item does not exist in the Update Menu. This menu item currently exists in the Avanti menu only. It may be a custom program or a manually added program. This is for informational purposes only.
  • Yellow – This menu item can be found in the Avanti Menu and Update Menu, but there is a discrepancy between the menu items. To identify the difference, right-click on the menu item and select view.
  • Red – The menu item does not exist in the Avanti menu. This item currently exists in the Update Menu only. It may be a menu item that was made available in a Release that was added to the Avanti Menu.


 

Adding New Menu items into the Avanti Menu

There are no new menu items in the 9.37 Release for System Menu. This is only applicable for clients who wish to install the menu items that were released in a previous version. Clients who do not wish to install the menu items that were previously released can skip to Canadian Revenue Agency 109th Edition Tax Update.

To insert one of the menu items, right-click on the Update Menu Item that should be moved to the Avanti Menu and select ‘Add New in Avanti Menu’. For a menu item to be inserted into the Avanti Menu, it must only appear on the Update Menu. Menu items that only appear on the Update Menu will appear in red.


 

Re-Arranging the Menu Items

Once the menu item has been added, it can be moved to a different location using the navigation panel available in System Administration >> System Menu >> System Menu.

Please Note: The navigation panel is disabled when Display Update Menu is selected. If Display Update Menu has been selected, please select Hide Update Menu.

 

 

  This button moves highlighted menu item up in the menu.

 

  This button moves highlighted menu item down in the menu.

 

  This button moves highlighted menu item to the left in the menu.

 

  This button moves highlighted menu item to the right in the menu.


 

Add New Employee Profile Menu items

There are no new menu items in the 9.37 Release for Employee Profile. This is only applicable for clients who wish to install the menu items that were released in a previous version. Clients who do not wish to install the menu items that were previously released can skip to Canadian Revenue Agency 109th Edition Tax Update.

Display Update Menu provides the ability to compare the menu items setup to the standard menu items provided by Avanti. Menu items can be updated or added to the Employee Profile Menu. To access this functionality, select Display Update Menu in System Administration >> System Menu >> Employee Profile Menu. When Display Update Menu is selected, an additional column that displays the standard menu items will appear. Once selected, the Show Update Menu button becomes a Hide Update Menu button.

To insert one of the menu items, right-click on the Update Menu Item that should be moved to the Avanti Menu and select Add New in Avanti Menu. For a menu item to be inserted into the Avanti Menu, it must only appear in Update Menu. Menu items that only appear on the Update Menu will appear in red.


 

Add New Web Service menu items

There are no new menu items in the 9.37 Release for Web Services. This is only applicable for clients who wish to install the menu items that were released in a previous version. Clients who do not wish to install the menu items that were previously released can skip to Canadian Revenue Agency 109th Edition Tax Update.

Display Update Menu provides the ability to compare the menu items setup to the standard menu items provided by Avanti. Menu items can be updated or added to the Web Menu. To access this functionality, select Display Update Menu in System Administration >> System Menu >> Web Menu. When Display Update Menu is selected, an additional column that displays the standard menu items will appear. Once selected, the Show Update Menu button becomes a Hide Update Menu button.

To insert one of the menu items, right-click on the Update Menu Item that should be moved to the Avanti Menu and select Add New in Avanti Menu. For a menu item to be inserted into the Avanti Menu, it must only appear in Update Menu. Menu items that only appear on the Update Menu will appear in red.


 

Year End Checklist

Summary of Procedures to be completed before the first Pay run of 2019

 

Earnings and deductions have been reviewed for new tax slip reporting boxes

The 2019 Avanti update has been installed (Note: the update can be installed as soon as it is available and pays for 2018 can still be processed)

All payroll data has been updated for manual and cancelled cheques

Entitlements have been paid out for the current year, if applicable

No outstanding payroll batches for the current year

Payroll processing has been updated for the last pay of the year

Addresses and Social Insurance Numbers have been updated

Make a complete backup of your data (Note:  All 2018 payroll must be completed)

Verify that the 2019 Avanti update has been installed (Note: the update can be installed before or after the pays for 2018 are processed)

Employee totals have been initialized

Vacation has been initialized (if required)

Entitlements have been initialized (if required)

G/L Financial Calendar has been inserted

New payroll calendars have been created for all pay groups

CPP, EI and QPIP rate tables have been verified and changed

WCB rates and assessable earnings have been edited

Receiver General Reports for 2019 have been inserted

Quebec Remittance Reports for 2019 have been inserted

All formula based earning or deduction codes with dates have been modified

Time and Attendance- insert new Stat Holiday dates

Web Services- Company web settings – open to include 2019 dates

 

Once all of the above steps have been completed in the order given, you are ready to process your first pay for 2019.

Once all the above steps have been completed, you are ready to process your first pay for 2019.  The order of these events is very critical.  Make sure you complete them in this order.

***The Avanti update can be installed at any time before the year end process is initiated.


Canada Revenue Agency 109th Edition Tax Update

Federal TD1 Values

If ‘Set employee Federal and Provincial 2018 tax factor to 2019 values’ is selected in ‘Initialize Employee Totals’, Avanti adjusts all indexed items to the indicated maximum, according to the CRA, using the January 1, 2019 index factors. Any TD1 values that are not updated will be displayed in the Result Listing once ‘Initialize Employee Totals’ is complete.

Please note: The amounts will automatically update to the new maximum if the field has the old maximum indicated, except for values that have two maximums for a claim amount.

TD1 claim amounts for ‘Spouse or common-law partner amount’ and ‘Amount for an eligible dependent’ have different claims, depending on whether the individual is infirmed. Avanti automatically indexes these amounts to the lesser value. For any employees who qualify for the larger claim amount, the value will have to be manually modified. These amounts can be updated on the Tax Factors tab of the Employee Profile.

If ‘Set employee Federal and Provincial 2019 tax factors to zero’ is selected during Initialize Employee Totals, all values except Basic Personal Amount will be set to zero.  

As per the Canadian Payroll Association, employees are not required to complete a new TD1 form annually unless there are changes to their personal tax credit amounts. Employees who claim additional credits, such as spousal or tuition, should complete a new form:

each year based on their allowable personal tax credits.

at any time during the tax year if there is a change to their personal situation.


Federal TD1 Fields

Jan 1, 2019

Jan 1, 2018

Basic Personal

$12,069

$11,809

Caregiver amount for infirmed children under age 18

$2,230

$2,182

Age amount

$7,494

$7,333

Pension Income Amount

$2,000

$2,000

Disability Amount

$8,416

$8,235

Spouse or common-law partner amount

$12,069

$11,809

Spouse or common-law partner amount (Infirm)

$14,299

$13,991

Amount for eligible dependant

$12,069

$11,809

Amount for eligible dependant (Infirm)

$14,299

$13,991

Caregiver amount for dependants, spouse or common-law

$7,494

$6,986

Caregiver amount for dependant(s) 18+

$7,140

$6,986

Indexing Factor

2.2%

1.5%



Canada/Quebec Pension Plan (CPP/QPP)

Avanti adjusts all indexed items to the indicated maximum, according to the CRA, using the January 1, 2019 index factors during year-end initialization. Please note: the amounts will automatically update to the new maximum if the field has the old maximum indicated. If the value is anything other than the old maximum value, the system will not change the amounts automatically.

CPP and QPP Groups can be viewed or modified in Canadian Payroll >> Taxation & Assessment Tables >> CPP/QPP Groups.

As per a proposed amendment to the Canada Pension Plan Regulations, the formula calculating CPP and QPP has been updated for the 2019 tax year. This will affect employees that start work in a different province or territory after working part of the year in Quebec. These changes will ensure sufficient contributions are withheld and will be done automatically by Avanti during payroll processing.


CPP

Yearly Maximum Pensionable Earnings 2019

$57,400

Basic exemption

$3,500

Contribution rate

5.1%

Annual Maximum Contribution (Employee/Employer)

$2,748.90

Employer contribution factor

1

QPP

Yearly Maximum Pensionable Earnings 2019

$57,400

Basic exemption

$3,500

Contribution rate

5.55%

Annual Maximum Contribution (Employee/Employer)

$2,991.45

Employer contribution factor

1


 


Employment Insurance (EI) & Quebec Parental Insurance Plan (QPIP)

Avanti adjusts all indexed items to the indicated maximum, according to the CRA, using the January 1, 2019 index factors during year-end initialization. Please note that the amounts will automatically update to the new maximum if the field has the old maximum indicated, otherwise, the system will not change the amounts automatically. Reduced EI Employer factor(s) must be adjusted manually.



Federal EI

Quebec EI

QPIP

Annual Maximum Insurable Earnings

$53,100

$53,100

$76,500

Premium/Contribution Rate (Employee)

1.62%

1.25%

0.526%

Premium Rate (Employer 1.4* x Employee EI)

2.268%

1.75%


Contribution Rate Employer QPIP


0.736%

Annual Maximum Premium (Employee) EI/QPIP

$860.22

$663.75

$402.39

Annual Maximum EI Premium (Employer 1.4* x Employee)

$1,204.31

$929.25


Annual Maximum QPIP contribution (Employer)


$563.04


Review your Employment Insurance rates in Canadian Payroll >> Taxation and Assessment Tables >> EI Groups to ensure they have been updated.

Review the Quebec Parental Insurance Plan rates in Canadian Payroll >> Taxation and Assessment Tables >> QPIP Groups to ensure they have been updated.

 

2019 Worker’s Compensation Rates (WCB, WSIB, & CSST)

The maximum assessable earnings are compiled using data that was available at the time of printing this release guide. Please verify and confirm these amounts with the applicable Worker’s Compensation provincial office.

Province

Maximum Assessable Earnings

British Columbia

$84,800

Alberta

$98,700

Saskatchewan

$88,314

Manitoba

$127,000

Ontario

$92,600

Quebec

$76,500

New Brunswick

$64,800

Nova Scotia

$60,900

Prince Edward Island

$55,000

Newfoundland and Labrador

$65,600

Yukon

$89,145

Northwest Territories

$92,400

Nunavut

$92,400

Please note, at the time of publishing, Alberta and Saskatchewan have not published the 2019 maximum assessable earnings.

The Worker’s Compensation amounts must be updated manually in Canadian Payroll >> Taxation & Assessment Tables >> Worker’s Comp Groups.

During Year End initialization, the current year values are copied to the previous year. Current year values must be adjusted manually.

 


2019 Provincial TD1 Values

If ‘Set employee Federal and Provincial 2018 tax factor to 2019 values’ is selected during ‘Initialize Employee Totals’, Avanti adjusts all indexed items to the indicated maximum, according to the CRA, using the January 1, 2019 index factors. Any TD1 values that are not updated will be displayed in the Result Listing once ‘Initialize Employee Totals’ is complete.

Please note: The amounts will automatically update to the new maximum if the field has the old maximum indicated, except for values that have two maximums for a claim amount.

If ‘Set employee Federal and Provincial 2019 tax factors to zero’ is selected during ‘Initialize Employee Totals’, all values except Basic Personal Amount will be set to zero. 

 

 

 

British Columbia Changes

As of 2019, British Columbia has dropped the ‘Amount for Infirmed Dependants Age 18 or older’. If an employee has these values specified on the Tax Factors tab for 2018, the value will be updated to zero.

Prince Edward Island

The income thresholds and personal amounts have not been indexed for 2019. The following amounts have been updated:

            Basic Personal Amount is $9,160.

            Spouse or common-law partner amount is $7,780.

            Amount for an Eligible Dependant is $7,780.

These amounts will automatically update to the new maximum if the employee had the maximum for 2018.


Provincial TD1 Factors January 1, 2019

 

AB

BC

MB

NB

NL

NS

ON

PE

SK

NU

NT

YT

Adjustment Factor

2.4

2.6

2.6

2.2

1.8

0

2.2

0

0

2.2

2.2

2.2

Basic personal

19369

10682

9626

10264

9414

8481

10582

9160

16065

13618

14811

12069

Age amount

5397

4791

3728

5012

6009

4141

5166

3764

4894

10214

7245

7494

Age Supp (NS)

0

0

0

0

0

1465

0

0

0

0

0

0

Senior Supp (Sask)

0

0

0

0

0

0

0


1292

0

0

0

Pension Income

1491

1000

1000

1000

1000

1173

1463

1000

1000

2000

1000

2000

Disability amount

14940

8012

6180

8310

6352

7341

8549

6890

9464

13618

12011

8416

Spousal

19369

9147

9134

8716

7692

8481

8985

7780

16065

13618

14811

12069

Spousal Supp (NS)

0

0

0

0

0

3000

0

0

0

0

0

0

Eligible Dependent

19369

9147

9134

8716

7692

8481

8985

7780

16065

13618

14811

12069

Eligible Dependent Supp (NS)

0

0

0

0

0

3000

0

0

0

0

0

0

Caregiver amount for children under age 18 (SK &YT)

0

0

0

0

0

0

0

0

6094

0

0

2230

Caregiver amount

11212

4674

3605

4848

2990

4898

4987

2446

9464

4910

4910

0

Infirm dependent 18+

11212

0

3605

4847

2990

2798

0

2446

9464

4909

4909

7140

Provincial TD1 Factors July 1, 2018


AB

BC

MB

NB

NL

NS

ON

PE

SK

NU

NT

YT

Basic personal

18915

10412

9382

10043

9247

8481

10354

8660

16065

13325

14492

11809

Age amount

5271

4669

3728

4904

5903

4141

5055

3764

4894

9994

7089

7333

Age Supp (NS)

0

0

0

0

0

1465

0

0

0

0

0

0

Senior Supp (Sask)

0

0

0

0

0

0

0


1292

0

0

0

Pension Income

1456

1000

1000

1000

1000

1173

1432

1000

1000

2000

1000

2000

Disability amount

14590

7809

6180

8131

6240

7341

8365

6890

9464

13325

11753

8235

Spousal

18915

8915

9134

8528

7556

8481

8792

6931

16065

13325

14492

11809

Spousal Supp (NS)

0

0

0

0

0

3000

0

0

0

0

0

0

Eligible Dependent

18915

8915

9134

8528

7556

8481

8792

6931

16065

13325

14492

11809

Eligible Dependent Supp (NS)

0

0

0

0

0

3000

0

0

0

0

0

0

Caregiver amount for children under age 18 (SK &YT)

0

0

0

0

0

0

0

0

6094

0

0

2182

Caregiver amount

10949

4556

3605

4743

2937

4898

0

2446

9464

4804

4804

0

Infirm dependent 18+

10949

4556

3605

4743

2936

2798

0

2446

9464

4803

4803

6986


2019 Quebec TP-1015.3-V Values

Avanti adjusts all indexed items to the indicated maximum, as specified by Revenu Québec, using the January 1, 2019 index factors during year-end initialization.

Please note that the following amounts will automatically update to the new maximum if the field has the old maximum indicated, otherwise, the amounts will be indexed:

  • Basic Amount
  • Amount transferred from one spouse to the other
  • Amount for a severe and prolonged impairment in mental or physical functions

All other fields will not change automatically.

Source Deductions Return January 1, 2019

2019

2018

Basic Amount

$15,269

$15,012

Amount transferred from one spouse to the other

$15,269

$15,012

Amount for other dependants who are 18 or older

$4,274

$4,202

Amount for a child under 18 enrolled in post-secondary studies (per term)

$2,933

$2,884

Additional amount for a person living alone (single parent family)

$2,160

$2,124

Amount for a severe and prolonged impairment in mental or physical functions

$3,391

$3,334

Amount for a person living alone

$1,750

$1,721

Age amount

$3,212

$3,158

Amount for retirement income

$2,853

$2,805

Reduction threshold used to calculate net family income

$34,610

$34,030

Indexing Factor

1.71%

0.82%


Federal/Provincial Tax Rates and Annual Taxable Income Thresholds

These tax table changes are included in the Avanti Software update and do not require any user changes.

Federal

Alberta

Over

But Not Over

Rate

Over

But Not Over

Rate

0

47,630

15.0%

0

131,220

10%

47,630

95,259

20.5%

131,220

157,464

12%

95,259

147,667

26.0%

157,464

209,952

13%

147,667

210,371

29.0%

209,952

314,928

14%

210,371

Over

33.0%

314,928

Over

15%

Federal Indexing Factor for 2019 is 2.2%

Federal Indexing Factor for 2019 is 2.4%

British Columbia

Manitoba

Over

But Not Over

Rate

Over

But Not Over

Rate

0

40,707

5.06%

0

32,670

10.80%

40,707

81,416

7.70%

32,670

70,610

12.75%

81,416

93,476

10.50%

70,610

Over

17.40%

93,476

113,506

12.29%

Provincial Indexing factor for 2019 is 2.6%

113,506

153,900

14.70%

153,900

Over

16.80%

Provincial Indexing factor for 2019 is 2.6%

New Brunswick

Newfoundland & Labrador

Over

But Not Over

Rate

Over

But Not Over

Rate

0

42,592

9.68%

0

37,591

8.7%

42,592

85,184

14.82%

37,591

75,181

14.5%

85,184

138,491

16.52%

75,181

134,224

15.8%

138,491

157,778

17.84%

134,224

187,913

17.3%

157,778

Over

20.30%

187,913

Over

18.3%

Provincial Indexing factor for 2019 is 2.2%

Provincial Indexing factor for 2019 is 1.8%

Northwest Territories

Nova Scotia

Over

But Not Over

Rate

Over

But Not Over

Rate

0

43,137

5.90%

0

29,590

8.79%

43,137

86,277

8.60%

29,590

59,180

14.95%

86,277

140,267

12.20%

59,180

93,000

16.67%

140,267

Over

14.05%

93,000

150,000

17.50%

Provincial Indexing factor for 2019 is 2.2%

150,000

Over

21.00%

No Indexing

Nunavut

Ontario

Over

But Not Over

Rate

Over

But Not Over

Rate

0

45,414

4.0%

0

43,906

5.05%

45,414

90,829

7.0%

43,906

87,813

9.15%

90,829

147,667

9.0%

87,813

150,000

11.16%

147,667

Over

11.5%

150,000

220,000

12.16%

Provincial Indexing factor for 2019 is 2.2%

220,000

Over

13.16%

Provincial Indexing factor for 2019 is 2.2%

Prince Edward Island

Quebec

Over

But Not Over

Rate

Over

But Not Over

Rate

0

31,984

9.80%

0

43,790

15.00%

31,984

63,969

13.80%

43,790

87,575

20.00%

63,969

Over

16.70%

87,575

106,555

24.00%

No Indexing

106,555

Over

25.75%

Provincial Indexing factor for 2019 is 1.71%

Saskatchewan

Yukon 

Over

But Not Over

Rate

Over

But Not Over

Rate

0

45,225

10.5%

0

47,630

6.4%

45,225

129,214

12.5%

47,630

95,259

9.0%

129,214

Over

14.5%

95,259

147,667

10.9%

Indexing is Temporarily Suspended

147,667

500,000

12.8%

500,000

Over

15.0%

Provincial Indexing factor for 2019 is 2.2%


Minimum Wage Changes

Recently, some provinces have increased their minimum wages. The amounts will automatically update to the new minimum wage if the old minimum wage is indicated, otherwise, the system will not change the amounts automatically.

Minimum Wages can be viewed or modified in Canadian Payroll >> Taxation & Assessment Tables >> Provincial Tax.

Province

New Minimum Wage

Old Minimum Wage

Alberta

15.00

13.60

Manitoba

11.35

11.15

Saskatchewan

11.06

10.96


 

Tax Slip Changes Overview:  Effective January 2019

T4 Slip

Please refer to RC4120- Employers’ Guide - Filing the T4 Slip and Summary for detailed instructions on completing and filing T4 slips.

 

If you file more than 50 T4 slips for a calendar year, you must file the return over the Internet.

Please Note: If your return is more than 150 MB, you can either compress your return or you can split it up so that each submission is no more than 150 MB.

Discontinued – Code 37, Employee home relocation loan deduction

The employee home relocation loan deduction has been eliminated for 2018 and subsequent taxation years.

Discontinued – Code 70, Municipal officer’s expense allowance

Code 70 has been eliminated for 2019 and subsequent taxation years. This is no longer required as non-accountable allowances paid to members of legislative assemblies and certain municipal officers will be fully included in their income.

If the tax slip is being generated for 2018, Code 70 will populate during Extract Employee Tax Slip Data. 

If the tax slip is being generated for 2019, Code 70 will not be populated during Extract Employee Tax Slip Data. A validation message will occur when Extract Employee Tax Slip and Validate Tax Slip Data is run.

T4A Slip

Please refer to RC4157- Deducting Income Tax on Pension and Other Income, and Filing the T4A Slip and Summary for detailed instructions on completing and filing T4A slips.

 

If the total number of T4A slips you file is more than 50 slips for the same calendar year, you have to file them over the Internet.

Please Note: If your return is more than 150 MB, you can either compress your return or you can split it up so that each submission is no more than 150 MB.

New Code – 128, Veterans’ benefits eligible for pension splitting

The amounts received for a retirement income security benefit paid to the individual under Part 2 of the Veterans Well-being Act.


 

RL-1 Slip

Please refer to RL-1.g-v Guide for Filing the RL-1 Slip – Employment and Other Income for detailed instructions on completing and filing RL-1 slips.

 

If you are filing more than 50 RL-1 slips, you must transmit your RL-1 slip data online in an XML file.

 

 

Discontinued – L-5, Deduction for a home relocation loan

The additional information for code L-5, ‘Deduction for a home relocation loan’ has been removed from the RL-1 slip because the deduction for a home relocation loan has been eliminated.

 

Discontinued – A-8, Deduction for police officers

Code A-8, ‘Deduction for police officers’ has been discontinued. This amount will now be included in A-7, Canadian Forces personnel and police deduction. During Extract Employee Tax Slip Data, Deduction/Benefit Codes with A-8 selected for RL-1 Box will populate Box A-7.

RL-2 Slip

Please refer to RL-2.g-v Guide for Filing the RL-2 Slip – Retirement and Annuity Income for detailed instructions on completing and filing RL-2 slips.

 

New – Box A-1

If all or part of the payment made to an Indian under an RPP is situated on a reserve or premises, enter “A-1” in a blank box followed by the amount that is situated on a reserve or premises.

NR4 Slip

Please refer to T4061- NR4 – Non-Resident Tax Withholding, Remitting, and Reporting for detailed instructions on completing and filing NR4 slips.

If you file more than 50 NR4 slips for a calendar year, you must file the return over the Internet.

T4A-RCA Slip

Please refer to T4041- Retirement Compensation Arrangements Guide for detailed instructions on completing and filing T4A-RCA slips.


Avanti System Modifications Overview

Extract Employee Tax Slip Data

Benefits or Deductions with codes 30 to 88 selected for the T4 Box on the T-Slips tab of Deduction/Benefits Codes will populate the Tax Slip boxes during Extract Employee Tax Slip Data.

These values will populate regardless of whether Taxable Federal is selected on the Benefit Assessment Section of the Deduction Data tab of the Deduction/Benefit Code.

If one of these codes is selected for the T4 Box, but the Taxable Federal is not selected, a message similar to the following will be displayed when Extract Employee Tax Slip Data is run.


T4 Review Listing

The pay frequency from the last pay of the tax year will be used to determine the pay frequency used in the T4 Review Listing. This ensures that changes to employee pay frequency for the new tax year will not affect the T4 Results Listing.

Previously, ‘Pay Period Per a Year’ on the Basic Setup tab of the Pay Group would be used to determine the pay frequency.


Report Designer - New Report Sources

Benefits: There are new report sources to assist with report designing.

Clients with Time & Attendance

Availability >> Units

Availability >> Unit Code


Payroll Data Entry– Print comments

Benefits: Comments on Payroll Data Entries can now be included on the report.  

‘Print Comments’ has been added to the Print in Payroll Data Entry. If selected, the comments from the payroll data entry will be included in the report.

When ‘Print Comments’ is selected, the report will appear similar to the following:

 


Pending Leave Report – Pay Group Selection

Benefits: Now employees included in the report can be filtered by pay group.

A Pay Group selection has been added to the Pending Leave Report which provides the ability to select the pay groups that will be included in the report.

To only display the active Pay Groups, right-click in the Pay Group selection and select ‘Only Active’.


Financial Systems – Project Time Export

Benefits: Project Time previously exported and marked as processed can now be exported again.

‘Show All Pay Runs’ has been added to Project Time Export which provides the ability to select pay runs which have previously been exported and marked as processed.

A pay run has been marked as processed if Yes is selected for ‘Do you want to mark exported batch(es) as processed’ once the pay run(s) are exported.

Previously, pay runs that had been exported and marked as processed could not be exported again.


 

Position Management - Organization Structure – Find

Only applicable for clients with Position Management. Clients who do not have Position Management can skip to the next Section.

Benefits: Accessing the desired position is now easier and more efficient.

Find has been added to Position section which provides the ability to search the positions in the Organization Structure. To access the Find feature, select ‘Ctrl’ and ‘F’ simultaneously. To find the next matching position, select F3. 




Web Services – Employee displayed on Appraisals  

Only applicable for clients with Web Services. Clients who do not have Web Services can skip to the Tax Slip Processing Checklist.

The name and number of the employee will now be displayed at the top of the screen when an appraisal is being added or edited on the Avanti Self-Service Portal.


Tax Slip Processing Checklist

Go to Modify Transmitter Data and set the information for the year.

Go to Modify Tax Slip Groups and create tax slip groups for the year (these can be copied from the previous year automatically by the system). You will need at least one tax slip group for each business number.

Go to Extract Employee Tax Slip Data and extract all tax slip groups (this can be done over and over until all data has been extracted correctly, the file will always overwrite with each extraction).

Go to Import External Tax Slip Data if required (this function is used to import pension adjustments, all T4 adjustments, or for bringing in third party T4 data).

Make all adjustments to T4’s.

Go to Validate Tax Slip Data and validate all T4 data for the year.

Go to Review listings and review all employee T4 data before printing T4’s.  All T4 box data should be validated for accuracy of the T4’s.  The Receiver General report should be used along with all documents sent to CRA to validate source deductions.  Separate reports can be made in Report Designer to validate Taxable benefits and any other T4 box requirements.

Go to Print T4’s and print off all T4s, T4As, RL1s and RL2s (if applicable).

Go to Tax Slip Summary Forms and print off summaries to validate all T4 info and balance to CRA.

Go to Generate XML Data File and create all data files. (the transmit file can also be made)

Go to Maintain Tax Slip XML Files and create the XML files to transmit. (if the file has not be created under Generate CML Data File)

Once files are created they are sent via the internet to the CRA or Revenu Québec.

Go to Tax Slip Images and save all tax slips to images, print tax slips from images.


Avanti Client Care

 

Phone:  1.800.660.0464

Local (Calgary):  403.225.2366 

E-mail:  Care@Avanti.ca 

Web site:  avanti.ca

Avanti 2018/2019 Holiday Hours


December 25, 2018
Closed
January 1, 2018
Closed


Useful Links

Canadian Payroll Association:  payroll.ca

 

Government Websites 

 

Canada Revenue Agency
cra-arc.gc.ca
Human Resource Skills & Dev Corp
hrsdc.gc.ca
Revenu Québec
revenuquebec.ca

 

Workers’ Compensation Websites

 


Alberta
wcb.ab.ca
British Columbia
worksafebc.com
Saskatchewan
wcbsask.com
Manitoba
wcb.mb.ca
Ontario
wsib.on.ca
Quebec
csst.qc.ca
New Brunswick
worksafenb.ca
Newfoundland
whscc.nf.ca
Nova Scotia
wcb.ns.ca
PEI
wcb.pe.ca
NWT/Nunavut
wcb.nt.ca
Yukon
wcb.yk.ca


D
Derek is the author of this solution article.

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