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Create, Update, and Review Tax Slip Groups

This is last year's information, but your 2021 tax slips will follow a similar process. Check back in January for more info!
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 2020 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 copy tax slip groups from the previous year if no new pay groups have been created for 2020. If some groups are already created for 2020, 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 2020 for Tax Year.

Additional Information
2020 is only available if you’ve added the 2020 transmitter information. For more information, go to Adding, Reviewing, and Updating the 2020 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 2020. 

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 2020 for Tax Year.

Additional Information
2020 will only be available if you’ve added the 2020 transmitter information. For more information, go to Adding, Reviewing, and Updating the 2020 Transmitter Data.