You can ensure your CRA and RQ remittances are correct by balancing your Receiver General and Quebec Remittances before running year-end. It’s ideal to do this before year-end to make any necessary adjustments during the correct payroll year. Once printed, you can compare it to the T4 Review Listing and the RL-1 Review Listing tax slip summary.
This article will guide you through using Vendor Remittance to create reports for Receiver General and Quebec Remittances. These reports gather the amounts from your pay history, ensuring accuracy.
If you don’t have vendor remittance set up for Receiver General or Quebec Remittances, go to Set Up Vendor Remittance for Receiver General or Set Up Vendor Remittance for Quebec Receiver Remittances for more information.
Receiver General Overview
The Receiver General Vendor Remittance will provide a report for each business number by remittance period:
Employee Count
CPP
EI
Tax
Control Amount, the sum of CPP, EI and Tax
Payments, if tracked in Avanti
Balance, the difference between the control amount and the payments
Quebec Remittance Overview
The Receiver General Vendor Remittance will provide a report for each business number by remittance period:
Gross Payroll
Tax
QPP
Health
QPIP
Subtotal, the sum of Tax, QPP, Health and QPIP
CSST
Control Amount, the sum of Tax, QPP, Health, QPIP and CSST
Payments, if tracked in Avanti
Balance, the difference between the Control Amount and the Payment
Vendor Remittance
Step 1: Open Vendor Remittances in the Avanti Desktop Application.
By default, this can be found in Canadian Payroll >> Payroll Reports.
Step 2: Select the Remitter Code, then select Modify.
Additional Information
The Remitter Type should either be Receiver General or Quebec Remittance.
Step 3: Select 2022 for Year, if it’s not selected.
Additional Information
If 2022 isn’t available in Year, the year hasn’t been set up yet. Go to Update the Vendor Remittance Reports for more information on adding 2022.
Step 4: Select Print.
Step 5: On the Printer Setup tab, select Save As, if not already selected.
Step 6: Navigate to the location where the file should be saved and create a unique file name for the report.
Step 7: Select the file type to save the report as in Format.
Step 8: If you want to open the file immediately, select Open file after saving.
Step 9: Select Save to create the report.
Step 10: Repeat Steps 2 to 9 for each business number for the Receiver General and Employer ID for Quebec Remittances.
Creating the 2022 Review Listing
If this is the first time running the Review Listings in 2022, you must complete the following before you can Extract the Employee Data.
If you’ve previously viewed the review listing in 2022, the following must be done to update the Review Listings with the most recent pays processed:
How to Create the 2022 Transmitter Data
You only need to complete this if you have not previously extracted the tax slip information for 2022.
Step 1: Open Modify the Transmitter Data in the Avanti Desktop Application.
By default, this can be found in Canadian Payroll >> Tax Slip Processing.
Step 2: Select Insert.
Step 3: Enter 2022 for Year, if it's not already 2022.
Step 4: Confirm that the Employer Name, Address, City, Province and Postal Code are correct.
If incorrect, update to the correct information.
Additional Information
These fields populate from the information found in Employer Information. If the values are incorrect, it’s best practice to update there as well.
By default, Employer Information can be found in Canadian Payroll >> Installation & Maintenance.
Step 5: Select the correct Transmitter Type.
Submit on behalf of others: Service bureaus use this option.
Submit on your own behalf: Companies filing their own tax slips use this option.
You are a software vendor: Software vendors use this option.
Step 6: Enter your Transmitter ID.
Step 7: Confirm that the Contact Person, Phone, and Language are correct.
If incorrect, update to the correct information.
Additional Information
These fields populate from the information found in Employer Information. If the values are incorrect, it’s best practice to update there as well.
By default, Employer Information can be found in Canadian Payroll >> Installation & Maintenance.
Step 8: Enter the Email of the Contact Person.
Step 9: If you have Quebec employees, enter the Transmitter ID and Enterprise Number.
Step 10: Select OK to save your changes.
Congratulations! You have created the transmitter data for 2022.
How to Create 2022 Tax Slip Groups
You only need to complete this if you haven’t previously extracted the tax slip information for 2022
Step 1: Open Modify Tax Slip Groups in the Avanti Desktop Application.
By default, this can be found in Canadian Payroll >> Tax Slip Processing.
Step 2: Select 2022 for Tax Year.
Additional Information
If 2022 isn’t available in Tax Year, please add the Transmitter Data for 2022.
By default, this can be found in Canadian Payroll >> Tax Slip Processing.
Step 3: If this is your first time adding Tax Slip Groups in 2022, select Yes to copy the 2021 groups.
Step 4: Select the tax slip groups relevant for 2022, then select OK to create the groups.
Great job! You’ve created your 2022 Tax Slip Groups.
Important Information
If you added a new pay group in 2022, you may need to create a new tax slip group or recreate an existing tax slip group to include the pay group.
If you are unsure about how to do this, we’re here to help! Please contact Client Care for assistance.
How To Extract the Employees Tax Slip Data
Complete the following to include the latest pay information in the tax slips.
Step 1: Open Extract Employee Tax Slip Data in the Avanti Desktop Application.
By default, this can be found in Canadian Payroll >> Tax Slip Processing.
Step 2: Select 2022 for Tax Year.
Step 3: Select all the Tax Slip Groups.
Step 4: Select Extract From History, if not already selected.
Step 5: Select OK to extract.
Step 6: Review the messages in Results and make any required adjustments.
How To Validate the Tax Slip Data
Step 1: Open Validate Tax Slip Data in the Avanti Desktop Application.
By default, this can be found in Canadian Payroll >> Tax Slip Processing.
Step 2: Select 2022 for Tax Year.
Step 3: Select all the Tax Slip Groups.
Step 4: Select OK to extract.
Step 5: Review the messages in Results and make any adjustments required.
Print the T4 Review Listing
Step 1: Open T4 Review Listing in the Avanti Desktop Application.
By default, this can be found in Canadian Payroll >> Tax Slip Processing >> Review Listings.
Step 2: Select 2022 for Tax Year.
Step 3: Select all the Tax Slip Groups with the same Business Number.
Step 4: Select Print Total Only if it’s not selected.
Step 5: Select Combine Provinces if it’s not selected.
Step 6: On the Printer Setup tab, select Save As, if not already selected.
Step 7: Navigate to the location the file should be saved and create a unique file name for the report.
Step 8: Select the type of file you want to save the report as in Format.
Step 9: If you want to open the file immediately, select Open file after saving.
Step 10: Select Save to create the report.
Step 11: Repeat Steps 2 to 10 for each tax slip group with a different business number.
How to Print the RL-1 Review Listing
Step 1: Open RL-1 Review Listing in the Avanti Desktop Application.
By default, this can be found in Canadian Payroll >> Tax Slip Processing >> Review Listings.
Step 2: Select 2022 for Tax Year.
Step 3: Select all the Tax Slip Groups with the same QC Employer ID.
Step 4: Select Print Total Only if it’s not selected.
Step 5: On the Printer Setup tab, select Save As, if not already selected.
Step 6: Navigate to the location the file should be saved, and create a unique file name for the report.
Step 7: Select the type of file you want to save the report as in Format.
Step 8: If you want to open the file immediately, select Open file after saving.
Step 9: Select Save to create the report.
Step 10: Repeat Steps 2 to 10 for each tax slip group with a different QC Employer ID.
Compare the Reports
Compare the totals of the Receiver General to the T4 Review Listing and the Quebec Remittance to the RL-1 Review listing. These should be compared by business numbers and Quebec Employer IDs, respectively.
Additional Information
You may notice a difference between Box 14 on the summary and Gross Payroll on the remittance report. This is expected. Gross payroll is comprised of the earning codes that are not type other and all taxable benefits. This may not align with what populate Box 14.
Did you notice any other discrepancies between these reports? We’re here to help! Please contact Client Care for assistance.
If your reports balanced, congratulations! Looking for more information on balancing your year-end? Go to Balance Your Year-End.