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 2023 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 individually, the easiest way to add them is to copy them from the previous year. This copies the last year’s pay groups, basic information, and pension adjustment information.
You can only copy tax slip groups from the previous year if no new pay groups have been created for 2023. If some groups are already created for 2023, 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 2023 for Tax Year.
Additional Information
2023 is only available if you’ve added the 2023 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 is only available if there are no tax slip groups for 2023.
Step 4: Select each tax slip group you want 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 2023 for Tax Year.
Additional Information
2023 will only be available if you’ve added the 2023 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 section above.
This is only available if there are no tax slip groups for 2023.
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. Client Care is available to discuss options and best practices if you plan on doing this.
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 Revenu 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 RQ.
Assigned RL # is required if you’re creating RL-1 or RL-2. Revenu Québec assigns this; it should be the first number in the range of RL numbers. This appears on each tax slip and the summary.
NR Acc. No. is required if you're creating NR4. This is a non-resident account that the CRA provides.
Both the Payroll Acc. No. and T4A RCA Custodian are required to create T4A RCAs. 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 to 12 for each tax slip group required.
Additional Information
You’ll need a unique tax slip group 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.
Step 2: Select 2023 for Tax Year.
Additional Information
If you're asked to copy the tax slip from the previous year, you haven’t added any 2023 tax slip groups. Go to the How to Copy Tax Slip Groups from the Previous Year section above for more information.
Step 3: Select a tax slip group, then select Modify.
Step 4: Adjust the Business Number and/or Revenu Quebec Employer ID on the Pay Groups tab if they’re incorrect.
Additional Information
This information is also found in Pay Groups. If incorrect, take a moment and update it.
By default, pay groups can be found in Canadian Payroll >> Employer Payroll Tables.
Step 5: Review and adjust the additional information for the CRA and RQ on the Pay Groups tab.
Assigned RL # is required if you’re creating RL-1 or RL-2. Revenu Québec assigns this; it 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 the CRA provides.
Both the Payroll Acc. No. and T4A RCA Custodian are required to create T4A RCAs. Enter the payroll account number of the RCA trust. Enter the full name of the T4A RCA Custodian.
Step 6: Select the Basic tab and confirm the following are accurate. Update if any information needs to be corrected.
Employer Name
Address
City
Province
County
Postal Code
Contact Person
Phone
Additional Information
This information defaults from the business number selected. If incorrect, update it on the business number. By default, business numbers can be found in Canadian Payroll >> Installation & Maintenance.
Step 7: Review the Employer SINs and update if required. This should be the social insurance number of the proprietor or major partners.
Additional Information
Employer SINs may not apply to corporate entities. These are not required if there is a business number.
Step 8: Update the Employment Code if it’s incorrect.
Additional Information
Employment Code is only available if Use T4 Box 29 Employment Codes is selected.
By default, Use T4 Box 29 Employment Code can be found on the Miscellaneous tab in Canadian Payroll. >> Installation & Maintenance >> Payroll Parameters >> Options tab.
Step 9: If you have Pension Plans, update them if they need to be adjusted.
Step 10: If you have Extracted Employee Tax Slip Data, review the Federal and Quebec Remittances on the Remittance tab.
Important Information
Pension Plans populate once Extract Employee Tax Slip Data is completed. Any values you add will be overwritten each time employee tax slip data is extracted.
Step 11: Select OK to save your changes.
Step 12: Repeat Steps 3 to 11 for each tax slip group, as required.
Nice job! You’ve finished reviewing and updating the tax slip groups.
Check out our Pension Adjustment Formulas if you’re making Pension Adjustments with a formula. If not, you’re now ready for the next step in the Tax Slip Process, Extract Employee Tax Slip Data. Congratulations!