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How to Set Up Tax Slips on ASSP

Once you save your tax slip images, you can distribute them to employees in one of the following ways:

  • Mail to your employee’s home address

  • Email to employees

  • Allow access to slips on the Avanti Self-Service Portal (ASSP)

Important Information
Employees must have access to their tax slips by end of February for CRA and RQ compliance. When the last day of February falls on a weekend, employees must have their tax slips on March 1.

This article will guide you through setting up Tax Slips on ASSP:

  • Verifying Web Menu Items Required for Electronic Tax Slips

  • Adjusting Settings

  • Enabling Employee Access to Tax Slips

How to Verify Menus for Electronic Tax Slips

Two web menu items are needed and must be up-to-date for employees to access their Tax Slips on the ASSP.

  • Tax Slip Forms: This is where employees can view, print, and email their tax slips.

  • Change Statement Password: This allows employees to change the password required to access and view tax slips. Add this beneath Settings.

    Additional Information
    If your tax slips are not password-protected, don’t add Change Statement Password to your menu.

For more information on adding the menus, go to How to Add New Items to Your Avanti Menus.

Important Information
If you already have Tax Slip Forms on your menu, be sure to confirm whether you’re using the latest version. Go to How to Add New Items to Your Avanti Menus
 and Review the Menu Differences for more information.

How to Adjust the Tax Slip Settings

Once you have added Tax Slips to the menu, you can set up to:

  • Determine which tax slips are displayed

  • Display an additional message

  • Allow email, so that employees can email themselves a copy of the tax slips

  • Password protect the tax slips

You can also update when this years tax slips will be available on ASSP. For more information, please go to Delay the Display of Tax Slips on ASSP.

How to Set Tax Slips Displayed

You can determine what tax slip years will be displayed on the Avanti Self-Service Portal.

Step 1: Open Administration Settings on the Avanti Self-Service Portal and select Company Settings.
By default, this can be found in Administration. 

Step 2: Enter TaxSlipForms in the Search.

Step 3: Select Edit for TaxSlipForms.MinimumYear.

Step 4: Update the Value to the first year of tax slips you wish to display.

Additional Information 
Only tax slips generated in Avanti for this year or later will display on Tax Slip Forms in ASSP.

Step 5: Select Save.

Step 6: Select Reload Settings.

Nice job! You’ve updated what tax slips to display on ASSP.

How to Display an Additional Message

When employees select to view one of their tax slips, you can display a message, such as:

  • Don’t forget to file your taxes by the end of April.

  • Have questions about your tax slips? Please call the payroll team.

  • Unsure why box 40 is so high? This includes all income and taxable benefits such as your car and fitness allowance.

Step 1: Open Administration Settings on the Avanti Self-Service Portal and select Company Settings if it’s not already open.
By default, this can be found in Administration. 

Step 2: Enter TaxSlipForms in the Search.

Step 3: Select Edit for TaxSlipForms.WarningMessage.

Step 4: Update the Value to the message you’d like to display.

Additional Information 
This message will display when employees select View. 

Step 5: Select Save.

Step 6: Select Reload Settings.

Congratulations! You’ve added a message for display on ASSP.

How to Email Tax Slips

You can allow employees to email themselves a PDF copy of their tax slips. Allowing this will also enable employees to email themselves copies of their Pay Statements and the PDF in Compensation.

Emailed tax slips will always be password protected. The employee's password statement will be used if they’ve created one. The Default Email Statement Password Mask will be used if they haven't created a statement password. If you’re an Avanti Administrator, you can define the default mask on the Basic tab of Payroll Parameters in the Avanti Desktop.

Email must be set up on your ASSP to use this feature. If you haven’t set up email on ASSP, reach out to Client Care, and we’d be happy to help you set this up.

Step 1: Open Administration Settings on the Avanti Self-Service Portal and select Company Settings if it’s not already open.
By default, this can be found in Administration. 

Step 2: Enter EnableEmail in the Search.

Step 3: Select Edit for EnableEmail.

Step 4: To enable email, select the checkbox beside Value.

Additional Information 
This also allows employees to email themselves copies of their Pay Statements.

Step 5: Select Save.

Step 6: Select Reload Settings.

Congratulations! Emailing tax slips is now set up.

How to Password Protect Tax Slips

You can set up passwords to be required, optional, or not used when employees view their tax slips on ASSP.

  • Required: Employees must use their tax slip password to view their tax slips. Employees must create a password if they haven’t already.

  • Optional: Employees who have created a tax slip password must enter it to view their tax slips.

  • Not Used: Employees never have to enter their password to view their tax slips.

By default, passwords are required. This section will guide you through not using passwords and making them optional.

Step 1: Open Administration Settings on the Avanti Self-Service Portal and select Company Settings if it’s not already open. By default, this can be found in Administration. 

Step 2: Enter TaxSlipForms in the Search.

Step 3: Select Edit for TaxSlipForms.RequirePdfPasswordProtection.

Step 4: Deselect the checkbox beside Value.

Step 5: Select Save.

  • To make the password optional, skip to Step 9.

Step 6: To use passwords, select Edit for TaxSlipForms.UsePdfPasswordProtection.

Step 7: To not use tax slip passwords deselect the checkbox beside Value.

Step 8: Select Save.

Step 9: Select Reload Settings.

Congratulations! You have finished setting up Tax Slips on the Avanti Self-Service Portal.

How to Enable Employee Access

For an employee to access their tax slips on the ASSP, Electronic Tax Slips must be selected on the Personal tab of the Employee Profile.

If you need to select Electronic Tax Slips for multiple employees, you can use Re-apply Employment Defaults. Go to Update Employee Information for All Employees for more information.

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