Save Tax Slip Images will create employee tax slips on the Employee Profile. This is necessary if you provide employee tax slips on the Avanti Self-Service Portal(ASSP), email them, or provide a printed copy.
Additional Information
If you’re using pre-printed forms, there’s no need to save your employees’ tax slips unless you want a copy within Avanti. Skip to Printing Your Laser Slips if you want your tax slips only created on pre-printed forms.
Employees who access their tax slips on ASSP and Avanti Go can access this year’s tax slips once the delay has passed. For more information on setting up the delay, go to Delay Tax Slip Display on ASSP & Avanti Go.
Additional Information
If you don’t display tax slips on the ASSP and Avanti Go, it’s easy to get started. Go to Tax Slip Setup on ASSP & Avanti Go for more information.
You must validate the tax slips before you can save them. If you need to validate, go to Validate Tax Slip Groups for more information.
How to Make Your Tax Slip Selections
Each type of tax slip is created from a different program within Avanti.
Step 1: In the Avanti Desktop Application, open the program for the tax slip images you are saving:
Save T4 Images
Save T4A Images
Save T4A/RCA Images
Save RL-1 Images
Save RL-2 Images
Save NR4 Images
By default, these can be found in Canadian Payroll >> Tax Slip Processing >> Tax Slip Images.
Step 2: Select 2023 for the Tax Year if not selected.
Step 3: Select the correct Data Type:
Original file: Select to create your employees’ first tax slip of the year. Saving an Original file again will remove any previous tax slips, including amended/cancelled for that employee, and replace them with a new original.
Amended file: Select to create amended slips. Each time you save an amended slip, it makes a new one.
Cancelled file: Select to cancel your original tax slip.
Additional Information
Are you creating Amended or Cancelled tax slips? Go to Amending Tax Slips, Cancelling T4/T4A, or Cancelling RL1/RL2 for more information.
Step 4: Select Save Copy 1 to include the Revenu Québec copy and the employees’ copy of the tax slip.
Additional Information
This is only available when you’re saving RL1s or RL2s.
When Save Copy 1 is deselected, only the employees’ tax slip will save.
Step 5: Determine if you’d like to include any additional information in the Employees’ name and address section of the tax slips:
Select Print Emp No to include the employees’ number.
Select Print Location to include the description of the employees’ location from the Employment Data tab of the Employee Profile.
Select Print Delivery Code to include the ID of the employees’ delivery code from the Payment Method tab of the Employee Profile.
Additional Information
Print Emp No, Print Location, and Print Delivery Code are only available if you’re saving T4s.
Step 6: Select which Tax Slip Groups will have tax slips created.
Additional Information
Tax Slips are only created for employees in the selected tax slip groups.
Step 7: Select the employees who will have saved tax slips.
All: Save the tax slip images for all employees.
Range: Saves the tax slip images for employees in the selected range.
Step 8: Confirm whether the correct employees are selected:
If you need to restrict which employees will have tax slips saved, proceed to the How To Restrict the Tax Slips From Being Saved section below.
Step 9: Select Save once the correct employees are selected.
Important Information
Once you select Save, tax slips will immediately be created.
Step 10: Select Print Results to keep a copy of updated employees for reference. Here, you can either print or save the file.
Step 11: Repeat Steps 1-10 for each type of tax slip you are creating.
Congratulations! You’re all done saving your employees’ tax slips. The next step in the tax slip process is Printing Your Tax Slips or Emailing Your Tax Slips.
How to Restrict the Tax Slips from Being Saved
To prevent tax slips from being saved, you can create data filters. Only employees who meet the filter criteria will have their tax slips saved.
An employees’ tax slip will save if:
They’re in a selected tax slip group
They’re in the range of employees
They meet the filter criteria
If you don’t want to restrict employees’ tax slips from being saved, proceed to Step 11.
Step 1: Select the Data Filter tab.
Step 2: Select Define.
Step 3: Select Insert.
Step 4: Select the field that determines which employees will be updated.
Step 5: Select the limiting circumstance of the filter in Condition from the following options:
< Less than
> Greater than
= Equal or exactly as
<= Less than or equal to
>= Greater than or equal to
<> Not equal to
Like Includes employees that match the value, when the value has wildcards (*)
Not Like Excludes employees that match the value, when the value has wildcards (*)
In Includes any employees matching one of the values in the comma-separated list
Not In Excludes any employees matching one of the values in the comma-separated list
Step 6: Select a value from the list of available options. The employee must match the value based on the Condition to have a tax slip created.
Additional Information
If the Condition is ‘Like’ or ‘Not Like’, characters in the value can be replaced with wild cards (*). The Condition will be met if all the characters, except wild cards, match the value.
Step 7: If you’ll have multiple lines for filtering, select how this line will relate to the following filter line by selecting either And or Or in Conjunction.
And Filtered results meet all criteria defined
Or Filtered results meet one or the other criteria defined
Step 8: Select OK to save the filter.
Step 9: Repeat Steps 2-7 until the filter removes all the employees with tax slips you don’t want to save.
Step 10: Select Exit.
Step 11: Select Save once the correct employees are selected.
Important Information
The tax slips will be immediately created once you select Save. If you display tax slips on the ASSP and Avanti Go, the slips are available to employees once the delay has passed. For more information on setting up the delay, go to Delay Tax Slip Display on ASSP & Avanti Go.
Step 12: Select Print Results to keep a copy for reference. Here, you can print or save it as a file.
Step 13: Go to the How to Make Your Tax Slip Selections section above and repeat for each type of tax slip you are creating.
Congratulations! You’re all done saving employee tax slips. The next step in the tax slip process is Printing Your Tax Slips or Emailing Your Tax Slips.