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Extract Employee Tax Slip Data

Extracting employee tax slip data gathers all the information from Avanti to populate your tax slips. You can extract multiple times for the same tax slip group. Each time the data is re-extracted, it overwrites the tax slip data for each employee within the tax slip group.

Important Information 
If you’ve adjusted your employee’s tax slip data, your changes will be lost if you re-extract for the tax slip group. 

When you extract the tax slip data, you can extract from history or the previous year.

  • If you extract from history, all the values from payroll processing and any conversions will populate your employee’s tax slip data. We generally recommend extracting from history. This allows Avanti to use pay information when extracting the tax slips, and typically employee history matches the previous year’s data.

  • If you extract from the previous year, your employee’s year-to-date values from 2023 will populate your employee’s tax slip data. This should only be done if recommended by your implementation specialist.

Important Information 
If you’ve already submitted your relevés to RQ and are re-extracting your RL-1s or RL-2s, please contact Client Care
 for assistance.

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 2023 for the Tax Year if it’s not already selected.

Step 3: If you’ve already extracted tax slip groups and don’t want to re-extract, select Show Only Not Extracted.

Additional Information 
Only the tax slip groups that haven’t been extracted will display in Tax Slips Groups.

Step 4: Select all the tax slip groups you’d like to extract in Tax Slip Groups.

Important Information 
Don’t select a tax slip group that you’ve already extracted and made adjustments to. Any changes you’ve made to employee tax slip data will be overwritten if you re-extract for a group.

Step 5: If you don’t provide dental benefits to most terminated employees, select Set terminated employees to no dental insurance/coverage.

Additional Information
If you offer different benefits to different employees, set this option based on most of your terminated employees. You can update employees’ dental plan reporting on T4 and T4A in Modify Employee Tax Slip Data or by importing the tax slip information

Step 6: Select Extract From History, unless explicitly told by Client Care to Extract From Previous Year.

  • Extract From History: Select this to populate your employee’s tax slips with all the pay information from payroll processing and Avanti conversions.
    Additional Information 
    Any changes made to your employee’s year-to-date values will not be included in employee tax slips. You’ll need to update these amounts after the data is extracted.

  • Extract From Previous Year: Select this to populate your employee’s tax slips with the 2023 year-to-date values. Select this option only if you’ve manually changed your employee’s year-to-date values on their profiles. This should only be done if recommended by your implementation specialist.

Step 7: Select OK to extract the tax slip data once you have confirmed your selections are correct.

Step 8: If you have previously extracted one of the selected tax slip groups, the following message displays:

Important Information 
Any changes you’ve made to your employees’ tax slip data will be lost if you re-extract their tax slip group.

  • Select Yes if you would like to re-extract the tax slip group.

  • Select Yes to All if you are re-extracting for multiple tax slip groups.

  • Select No to All if you aren’t trying to re-extract for any group. Then update the selected Tax Slip Groups and go to Step 7.

Step 9: Once the extraction finishes, the number of slips extracted, the results display the extraction source and any warnings or issues discovered during the process. We recommend printing or saving the results for future reference.

Additional Information
If there are errors, we recommend correcting them and re-extracting the tax slips before making changes to your employee’s tax slip data.


Step 10: Repeat Steps 1 to 9 until you’ve extracted all the tax slip groups.

Nice work! All your employee tax slip data is extracted from Avanti. The next step in the tax slip process is Importing your Employee Tax Slip Information.

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