This is last year's information, but your 2021 tax slips will follow a similar process. Check back in January for more info!
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.
If you've made adjustments to 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 choose to extract either from history or from 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 will match the previous year’s data.
If you extract from history, your employee’s year-to-date values from 2020 will be used to populate your employee’s tax slip data.
If you’ve already submitted your relevés to MRQ, 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 2020 for Tax Year, if 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.
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.
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 the tax slip group.
Step 5: 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.
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 2020 year-to-date values. Select this option only if you made manual changes to your employee’s year-to-date values on their profiles.
Extract From History ensures Boxes 57-60 populate correctly on your employee’s T4, as these boxes populate based on the payment date from payroll processing.
Step 6: Select OK to extract the tax slip data, once you have confirmed your selections are correct.
Step 7: If you have previously extracted one of the selected tax slip groups before, the following message will display:
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 the group. Then update the selected Tax Slip Groups and go to Step 6.
Step 8: 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.
If there are errors, we recommend correcting them and re-extract the tax slips before making changes to your employee’s tax slip data.
Step 9: Repeat Steps 1 to 8 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.