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Create Tax Slip Transmission Files for CRA or MRQ

This is last year's information, but your 2021 tax slips will follow a similar process. Check back in January for more info!

Once you verify your tax slip data, you’re ready to create your transmission media, the XML files needed for the CRA or MRQ submission to verify your annual remittances.

If you need to change the file after generating, we recommend making the changes within Avanti, then recreating the file. Go to Modify and Add Employee Tax Slips for more information.

This article will guide you through:

  • Making the file selections

  • Creating the file in Avanti

  • Saving the file to your computer, if you didn’t save when you created the file in Avanti

  • How to remove the transmitter date, if you need to replace the file

How to Make the File Selections

Step 1: In the Avanti Desktop Application, open the program for the tax slip file you are saving:

  • Generate T4 XML Data

  • Generate T4A XML Data

  • Generate RL-1 XML Data

  • Generate RL-2 XML Data

  • Generate NR4 XML Data

By default, these can be found in Canadian Payroll >> Tax Slip Processing >> Generate Transmission Media.

Step 2: Select 2020 for Tax Year.

Step 3: Select the correct Data Type:

  • Original file: Select to create your employee’s first tax slip of the year.

  • Amended file: Select to create a file for slips you’ve already made and need to replace.

  • Cancelled file: Select to create cancelled tax slips.

Additional Information
Are you creating Amended or Cancelled tax slips? Go to Amended Tax Slips, Cancelled T4/T4A, or Cancelled RL1/RL2 for more information. 

Step 4: Update the Data file name, if desired.

Additional Information
This is the name of the file created stored within Avanti. All files created for submission will have the extension XML. Once created, you can view it in Maintain Tax Slip XML Data.

Step 5: Update the Submission ID with a unique alphanumeric identifier of your choice.

Additional Information
This is only available if you are generating T4, T4A, or NR4 slips. 

Step 6: Update the Source of RL1/RL2, if incorrect.

  • Ministere du Revenu: Select if your RL slips were obtained from Revenu Québec.

  • Third-party facsimile: Select if your RL slips are facsimiles obtained from a third party.

  • Facsimile: Select if your RL slips are facsimiles produced by the transmitter.

  • Combination of Above: Select if your RL slips are a combination of the options above.

Additional Information
This is only available if you’re generating RL-1 or RL-2 slips. 

Step 7: Update the sender email, if required.

Additional Information
This is only available if you’re generating RL-1 or RL-2 slips. 

Step 8: Select the language for correspondence in Email Language.

Additional Information
This is only available if you are generating RL-1 or RL-2 data. 

Step 9: Select which tax slip data you’d like included in the file from:

  • All: Select to have all employees in the file.

  • Created on or After: Select to include all employees with tax slips added after the date and time you specify.

  • Created After Last XML Generation Date: Select to include all employees with tax slips added after the last XML file was generated for their tax slip group.

Step 10: If you’re not regenerating for a tax slip group, select Show Only Not Generated. 

Additional Information
If selected, only the tax slip groups without a file generated will display. 

Step 11: Select the Tax Slips Groups to include in the file.

Additional Information
Tax Slips will only be created for employees in the selected tax slip groups.

How to Create the File

Step 1: Once you’re ready to create the file, select OK.

Step 2: If you’ve already generated the file and indicated it’s transmitted, this message will display. If you want to create a new file, go to the How to Remove the Transmitter Date section below. 

Important Information
If you are creating a file for cancelled or amended tax slips, ensure you’ve selected correctly in Data Type. For more information, go to the How To Make the File Selections section above. 

Step 3: If you’ve already generated the file and didn’t transmit, this message will display.

Important Information
If you’ve already submitted the file to the CRA or MRQ, you should not replace the file. Please create an amended file, unless a cancelled file must be created per CRA recommendation. Go to Amended Tax Slips, Cancelled T4/T4A, or Cancelled RL1/RL2 for more information.

  • Select Yes to replace the file.

  • Select No to retain the file. Then go to Step 10 in the How To Make the File Selections Section above.

Step 4: Your transmitter file is created in Avanti. Determine whether you’d like to save a copy of the file to your network.

  • To save the file to your network, select Yes.

  • To save a file at a later time, select No. Congratulations! You’re all done creating your transmitter file.

Additional Information
Are you still reviewing your tax slips and don’t plan to submit to the CRA or MRQ right away? We recommend selecting No and saving the file once you’re ready to submit. This prevents the file from being accidentally changed. 

Once you’re ready to create the file, go to the How to Save the File to Your Computer section below. 

Step 5: Select OK.

Step 6: Navigate to the location you’d like to save the file.

Important Information
Save the file to a secure location as it contains confidential employee information. 

Step 7: Update the File name.