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Create, Update, and Review Tax Slip Groups

Check out this video or read the article below.

To facilitate the checking, balancing, and final preparation of tax slips, you’ll need to create the tax slip groups. At least one tax slip group must be created for each Business Number or Quebec Employer ID.

You may have already created tax slip groups for your 2021 reconciliations. If you have, please take a moment to review and confirm they are accurate. Go to the How to Review and Update Tax Slip Groups section below for more information.

How to Copy Tax Slip Groups from the Previous Year

While tax slip groups can be added one by one, the easiest way to add the groups is to copy them from the previous year. This will copy the Pay Groups, Basic Information, and Pension Adjustment Information from the previous year.

You can only copy tax slip groups from the previous year if no new pay groups have been created for 2021. If some groups are already created for 2021, go to the How To Create New Tax Slip Groups section below.

Step 1: In the Avanti Desktop Application, navigate to Modify Tax Slip Groups.
By default, this can be found in Canadian Payroll >> Tax Slip processing.

Step 2: Select 2021 for Tax Year.

Additional Information
2021 is only available if you’ve added the 2021 transmitter information. For more information, go to Add, Review, and Update the Transmitter Data.

Step 3: Select Yes to copy tax slip groups from the previous year.

Additional Information
This will only be available if there are no tax slips previously created for 2021.

Step 4: Select each tax slip group you’d like to copy, then select OK.

Congratulations! Please go to the How To Review and Update Tax Slip Groups section below to adjust the groups.

How to Create New Tax Slip Groups

If you’ve created any new pay groups or this is your first year processing tax slips in Avanti, you'll need to insert tax slip groups as they won’t be rolled forward automatically.

Step 1: In the Avanti Desktop Application, navigate to Modify Tax Slip Groups.
By default, this can be found in Canadian Payroll >> Tax Slip Processing.

Step 2: Select 2021 for Tax Year.

Additional Information
2021 will only be available if you’ve added the 2021 transmitter information. For more information, go to Add, Review, and Update the Transmitter Data.

Step 3: Select No to insert your tax slip groups manually, if displayed.

Additional Information
For more information on copying your groups, go to How to Copy Tax Slip Groups from the Previous Year, above.

This will only display if there are no tax slips previously created for 2021.

Step 4: Select Insert.

Step 5: Update the Tax Slip Group and Description. The Tax Slip Group must be numeric.

Step 6: Select which tax slip form is being created in Form Selection.

Step 7: Select Employee Profile in Data Source if the employees in this tax slip are in Avanti. Select Imported Employees if the employees are not in Avanti and must be imported.

Step 8: If you’d like to include pay groups already included in another tax slip group, deselect Show Only Non-Included.

Additional Information
If you're deselecting Show Only Non-Included to include the same pay groups in multiple tax slip groups with the same tax slip type, there's a risk of creating duplicate slips. If you plan on doing this, Client Care is available to discuss options and best practices.

Step 9: Select the pay groups that will be included in this Tax Slip Group.

Additional Information
Employees in one of the pay groups in the Selected column can have a tax slip in this group. Only Pay Groups with the same business number/Employer ID can be in the same tax slip group.

For easier selection, only pay groups with the same Business Number will display after you’ve selected the first pay group.

Step 10: Confirm the Business Number and/or Revenue Quebec Employer ID are correct.

  • If either is incorrect, you’ll need to cancel this tax slip group and update your selections on the pay group. Once the pay group is correct, please recreate this Tax Slip Group.

    By default, pay groups can be found in Canadian Payroll >> Employer Payroll Tables.

Step 11: Update the additional information for the CRA and MRQ.

  • Assigned RL # is required if you’re creating RL-1 or RL-2. This is assigned by Revenu Québec and should be the first number in the range of RL numbers. This appears on each tax slip and on the summary.

  • NR Acc. No. is required if you're creating NR4. This is a non-resident account that is provided by the CRA.

  • Both the Payroll Acc. No. and T4A RCA Custodian are required if you're creating T4A RCA. Enter the payroll account number of the RCA trust. Enter the full name of the T4A RCA Custodian.

Step 12: Select OK to save your changes.

Step 13: Repeat Steps 4-12 for each tax slip group required.

Additional Information
A unique tax slip group must be created for each Business Number or Quebec Employer ID.

Nice job! You’ve finished inserting the tax slip groups. Please go to How to Review and Update Tax Slip Groups to adjust the groups.

How to Review and Update Tax Slip Groups

Before processing your tax slips, take a moment to ensure all information on the tax slip group is correct.

Step 1: In the Avanti Desktop Application, navigate to Modify Tax Slip Groups.
By default, this can be found in Canadian Payroll >> Tax Slip Processing.