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Cancelling T4 and T4A Tax Slips

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

Did you find errors in your employee’s T4 or T4A tax slips after you’ve submitted to the CRA? Not to worry, you can cancel the tax slips and create new ones, or amend them.

To amend your tax slips, see Amending Tax Slips for more information.

There are 4 stages to cancel your tax slips:

  • Cancel your employee’s tax slips

  • Validate cancelled tax slips

  • Generate file for the cancelled slips

  • Save cancelled tax slips

Once you’ve completed these steps, you can view, print, and email the cancelled slips.

Do you want help cancelling your T4 or T4A tax slips? We’re here to help! Contact Client Care, Care@Avanti.ca, for assistance.

How to Cancel Employee Tax Slips

First, let’s cancel the tax slip.

Additional Information
Make a note of the day and time you start cancelling employee tax slips. This information will come in handy when creating the cancelled tax slips and the files to submit to the CRA. 

Step 1: Open Modify 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.

Step 3: Select the Tax Slip Group.

Step 4: Select the employee that needs a cancelled slip, then select Modify.

Step 5: Navigate to the T4 or T4A tab, then select Cancelled.

Step 6: Select OK to save your changes.

Step 7: Repeat Steps 4-6 for each employee who requires a cancelled tax slip in the tax slip group.

Step 8: Once you're finished cancelling in the tax slip group, select Print Change Log. From here, you can save a copy of the changes for your records and the audit trail.

Step 9: Repeat Steps 3-8 for each tax slip group that needs cancelled tax slips.

How to Validate the Tax Slips

Before you can create the cancelled tax slips or the transmission file for CRA, you’ll need to validate the tax slip groups.

If you need additional details on validating, go to Validate Your Tax Slips

Step 1: Open Validate Tax Slip Data in the Avanti Desktop Application.
By default, this can be found in Canadian Payroll >> Tax Slip Processing.

Step 2: Select 2020 in Tax Year, if it’s not selected.

Step 3: Select the Tax Slip Groups with cancelled tax slips.

Additional Information
Use the Last Modified Column to confirm you’ve selected the correct tax slip groups. 

Step 4: Select OK to start the validation. The Results will display any errors or warnings identified.

  • Errors, which appear in red, must be fixed before creating and saving the transmission file. If your file has errors, please make adjustments in Modify Employee Tax Slip Data.

  • Warnings, which appear in blue, should be addressed, but it will not stop you from proceeding.

Additional Information
If you’re creating tax slips for a Corporation, rather than a Sole Proprietorship or Partnership, you’ll see an Employer SIN missing for tax slip group warning. Please ignore this warning.

Congratulations! You’re done validating the tax slips.

How to Generate the Tax Slip File

Now that you’ve confirmed the tax slips don’t have any validation issues, you can generate the file for the CRA.

Step 1: In your Avanti Desktop Application, open the program for the type of tax slips you’ve cancelled.

  • Generate T4 XML Data

  • Generate T4A 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 Cancelled Data in Data Type.

Step 4: Select which tax slip data you’d like included in the file:

  • Modified After Last XML Generation Date: Select to include all employees with tax slip data changed after the last XML file was generated for the group.

  • Modified on or After: Select to include all employees with tax slip data changed after the date and time you specify.

Step 5: Update the Data file name so you don’t overwrite the original file.

Additional Information
We recommend updating the file name to indicate it contains cancelled tax slips. 

Step 6: Update the Submission ID, if incorrect.

Step 7: Select each Tax Slip Group with cancelled tax slips.

Step 8: Select OK to create the file.

Additional Information
Are you looking for more information about generating the file? Go to Create Tax Slip Transmission Files for CRA or MRQ for more details. 

Step 9: If there are no errors, your transmitter file will be created in Avanti. You can choose to save a copy of the file to your network.

Additional Information
If you’re not immediately submitting the file to CRA, we recommend selecting No and saving the file once you’re ready to submit. This prevents someone from accidentally making changes to the file. 

  • To save the file to your computer immediately, select Yes.

  • To save a file at a later time, select No.

Congratulations! You’re all done creating your transmitter file. Skip to the How To Save the Tax Slip Images section below.

Go to Create Tax Slip Transmission Files for CRA or MRQ for details on creating the file at a later time. 

Step 10: Navigate to a secure location, then select Save.

Step 11: Determine whether you’d like to update the transmitter date.

  • Select Yes to update the transmitter date with the current date and time.

  • Select No to leave the transmitter date blank.

Additional Information 
Setting the transmitter date prevents users from accidentally overwriting the transmitter file in Avanti. The user will need to remove the transmitter date before Avanti will create a new transmitter file.

Congratulations! You’ve created your transmission files. You can transmit these to the CRA, once you’ve confirmed your tax slips are correct.

How to Save Tax Slip Images

Save your cancelled tax slips for accessibility on the Employee Profile. This is necessary if you’re providing your employee tax slips on Avanti Self-Service Portal or sending them via email.

If employees access their tax slips on the Avanti Self-Service Portal, they can access the cancelled slips once the delay has passed. For more information on setting up the delay, go to Delay Tax Slip Display on ASSP

Step 1: In the Avanti Desktop Application, open the program for the tax slip images you're cancelling:

  • Save T4 Images

  • Save T4A Images

By default, these can be found in Canadian Payroll >> Tax Slip Processing >> Tax Slip Images.

Step 2: Select 2020 for Tax Year if not selected.

Step 3: Select Cancelled file in Data Type.

Step 4: Select the tax slips you’d like to save:

  • Amended After Last Created Image Date: Select this to include all employees with tax slip data changed after the last time the tax slip images were saved.

  • Amended on or After: Select this to include all employees with tax slip data changed after the date and time you specify.

Step 5: Select each Tax Slip Group with cancelled tax slips.

Additional Information
Do you need information on restricting which employees will have their cancelled tax slip saved? Go to Save Employee Tax Slips for more details. 

Step 6: Select Save to create the tax slips.

Important Information
The tax slips will be immediately created once you select Save.

Step 7: Select Print Results to keep a copy of employees with cancelled tax slips for reference. From here, you can either print or save it as a file.

Congratulations! You’re all done saving your employees’ cancelled tax slips.

Accessing Cancelled Tax Slips

Now that you’ve saved the cancelled slips, you can view and print them.

Step 1: Open View 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 Employee. 

Step 3: Select the employee's most recent tax slip, then select View Tax Slip. 

Additional Information
The Version column displays the tax slip status, Original, Amended or Cancelled. 

Step 4: From here, you can print the tax slip or save a copy of the PDF.

Additional Information
Cancelled will display at the top of the tax slip. 

Congratulations! You’re all done cancelling tax slips.

E
Elizabeth is the author of this solution article.

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