Need to delete tax slips? Check out the article below or last year's video.
Have incorrect tax slips that haven’t been sent to your employees or included in a file transmitted to the CRA or MRQ? This article will guide you through deleting these tax slips.
If you’ve already sent the tax slips to the government or provided them to your employees, you can't delete them. Go to Amending Tax Slips, Cancelling T4 and T4A Tax Slips, or Cancelling RL-1 and RL-2 Tax Slips for more information.
How to Make Your Selections
Step 1: Open Delete Tax Slip Images in the Avanti Desktop Application.
By default, this can be found in Canadian Payroll >> Tax Slip Processing >> Tax Slip Images.
Step 2: Select the correct Tax Year if not selected.
Step 3: Select the correct Slip Type if not selected.
Step 4: Determine if you want to delete the tax slips based on the created dates.
To delete tax slips regardless of when they are created, select All, if not selected.
To restrict based on the date the tax slip was created, select Created On Or After, then enter the date and time. Only tax slips created after this will be deleted.
Step 5: Select which Tax Slips Groups will have the tax slips deleted.
Step 6: Determine which employees will have tax slips deleted.
All: Print the tax slip for all employees.
Range: Select which employees will have the tax slip images printed.
Step 7: If all employees in the tax slip groups require tax slips to be deleted, skip to the How to Delete Your Tax Slip section below.
How to Restrict Tax Slips from Being Deleted
If you want to prevent tax slips from being deleted for select employees, you can create data filters. Only employees that meet the filter criteria will have their tax slip deleted.
An employee tax slip will be deleted 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 any employee tax slips from being deleted, skip to the How to Delete Your Tax Slip section below.
Step 1: Select the Data Filter tab.
Step 2: Select Define.
Step 3: If you are not filtering on an Employee Tax Slip Document field, select the correct tab.
Employee Tax Slip Data - Filters on some employee information from the tax slip.
Employee Profile - Filters on the information from the Employee Profile.
Step 4: Select Insert.
Step 5: Select the field that determines what tax slips will be deleted.
Step 6: Select the limiting circumstance of the filter for the 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 list
Not In Excludes any employees matching one of the values in the list
Step 7: Select the value from the list of available options. The employee must match the value based on the conditions to have the new value applied.
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 8: Specify how multiple filter lines relate to the next 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 9: Select OK to save the filter.
Step 10: Repeat Steps 3 to 7 until the filter removes all the employees not being updated.
If there are filters on multiple tabs, an employee must meet the filters on each tab to be updated.
Step 11: Select Exit.