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Review, Modify, and Add Employee Tax Slips

This video is from a previous year, but rest assured the process remains the same.

In Modify Employee Tax Slip Data, you can review and adjust your employee’s 2023 information before it populates their tax slips.

Tax Slip Data will initially be populated when you extract or import employee tax slip data. For more information, go to Extract Employee Tax Slip Data and Importing Your Employee Tax Slip Information.

Before updating your employee’s tax slips, please ensure that you’ve finished extracting the tax slip data. If you extract after making changes to the employee’s tax slip data, your changes will be lost, and you’ll need to make the updates again.

Additional Information
The changes made here do not log to the employee’s change log on the Employee Profile, only the tax slip change log. We recommend printing or saving the tax slip change log for future reference.

This article will guide you through:

  • Reviewing and updating your employee’s tax slip information

  • Inserting employees to create a tax slip

Do you need to create tax slips for employees that are not paid in Avanti? Go to Importing Your Employee Tax Slip Information for more information.

How to Review and Update Your Employee’s Tax Slip Information

Step 1: Open Modify Employee Tax Slip Data in the Avanti Desktop Application. Then select 2023 for tax year.
By default, this can be found in Canadian Payroll >> Tax Slip Processing.

Step 2: Select the Tax Slip Group, then choose the employee to review or update, and select Modify.

Important Information
Before making any changes, please ensure you've completed extracting your tax slip data. If you extract after updating your employee’s tax slip information, your changes will be overwritten.

Step 3: Navigate to the Basic tab. Here you will find the employee’s legal name, home address, SIN, and location that will populate the tax slips. You can also adjust the language to send a French or English tax slip.

  • Review and adjust any incorrect information.

Additional Information 
If this is an employee in Avanti, this information is from the Employee Profile. Please make your adjustments to the Employee Profile as well as the tax slips information.

Step 4: Go to the section below for the type of tax slip you are creating:

Additional Information 
The information you can enter varies depending on the type of tax slips being created. You can view and adjust information for both tax slips if you selected a T4 and RL-1 or T4A and RL-2 
group.

How to Adjust a T4 or a T4 and RL-1

The T4 and T4 Other Info tabs contain all the information that will populate your employee’s tax slip.

Any changes made in these boxes will only be available on the employee’s tax slip and the tax slip change log, it will not update the employee’s profile or the employee’s change log.

Step 1: Navigate to the T4 tab. Here you find all the standard boxes included on your T4. Review each Amount and adjust any incorrect values.

Additional Information
There are two amounts alongside some tax slip boxes:

  • The Amount beside each box may be updated as required.

  • Final Amount displays when the T4 box includes amounts and updates from other T4 boxes. This final amount will populate on the employee’s tax slip.

Important Information
If you’re adding an amount to box 71 or a box included in box 14, you may need to update an additional box on the T4 Other Info tab.

Step 2: Review each Final Amount that’s different from the Amount. If inaccurate, update the incorrect box.

Additional Information
You can hover your cursor over the Final Amount to view the included boxes and amounts.

Step 3: Update the Employer-offered Dental Benefits if they differ for the employee.

Additional Information
These should be the dental benefits available to the employee as of December 31 of the year you’re generating tax slips for. 

Step 4: Review the Employment Code and the Exemptions. Adjust if incorrect.

Additional Information
The Employment Code will populate box 29 on the T4. If none of the employment codes apply for the employee, select Not Applicable
.

Step 5: Navigate to the T4 Other Info tab. Here you find all the boxes that will populate the Other Information section of the T4 if the amount exceeds 0. Confirm whether each Amount is correct.

  • If all the amounts are correct, congratulations! You’re all done updating the T4.

    • If you’re creating a T4 and RL-1, skip to the Adjusting an RL-1 section.

    • If you’re only creating the T4, skip to Step 12.

Additional Information
The box number is to the left of the amount.

Step 6: Select an incorrect Amount, then select Modify.

Step 7: Update the Amount, then select OK.

Step 8: Repeat Steps 6 and 7 for each incorrect amount.

Step 9: If you’re also creating an RL-1 for this employee, skip to the Adjusting an RL-1 section below.

Step 10: Select OK to save your changes.

Step 11: If you need to review another employee in this tax slip group or another, go to Step 2 of the How to Review and Update Your Employee’s Tax Slip Information section above.

Congratulations! You’re all done reviewing and updating your tax slips. If you need to add an employee to the tax slip group, go to the Inserting an Employee section below.

The next step in the year-end process is Validate Your Tax Slips.

How to Adjust a T4A or a T4A and RL-2

The T4A and T4A Info tabs contain all the information that will populate your employee’s tax slip.

Any changes made in these boxes will only be available on the employee’s tax slip and the tax slip change log, it will not update the employee’s profile or the employee’s change log.

Step 1: Navigate to the T4A tab and Confirm whether each Amount is correct.

  • If all the amounts are correct, skip to Step 5.

Additional Information
Here you find all the boxes you can include on the T4A. There are two fields with values featured alongside select tax slip boxes:

  • The box number is to the left of the amount. 

  • The Amount beside each box may be updated as required.

  • Final Amount displays when the T4A box includes amounts and updates from other T4A boxes. This final amount will populate on the employee’s tax slip.

For more information on each box, please go to RC4157- Deducting Income Tax on Pension and Other Income, and Filing the T4A Slip and Summary.

Step 2: Select the incorrect Amount, then select Modify.

Step 3: Update the Amount, then select OK.

Step 4: Repeat Steps 2 and 3 until all the Amounts are correct.

Step 5: Review each Final Amount that is different from the Amount.

  • If inaccurate, update the incorrect box.

Additional Information
You can hover your cursor over the Final Amount to view the included boxes and amounts.

Step 6: Navigate to the T4A Info tab and confirm whether the information is accurate. Update anything that’s missing or incorrect.

  • Business No. populates box 13, the Recipient’s Account Number.

  • Enter the business name in Corporation Partnership Name if the employee is a business.

  • The RPP/DPSP No. doesn’t populate the T4A.

Step 7: If there’s an amount in box 16, review the Payer-offered Dental Benefits on the Basic tab. Update the box if necessary.

Additional Information
These should be the dental benefits available to the employee as of December 31 of the year you’re generating tax slips for. 

Step 8: If you’re also creating an RL-2 for this employee, skip to the Adjusting an RL-2 section below.

Step 9: Select OK to save your changes.

Step 10: If you need to review another employee in this tax slip group or another, go to Step 2 of the How to Review and Update Your Employee’s Tax Slip Information section above.

Congratulations! You’re all done reviewing and updating your tax slips. If you need to add an employee to the tax slip group, go to the Inserting an Employee section below.

The next step in the year-end process is Validate Your Tax Slips.

How to Adjust an RL-1

The RL1 tab contains all the information that will populate the employee’s RL-1 tax slip. Any changes made in these boxes will only be available on the employee’s tax slip and the tax slip change log; it will not update the employee’s profile or the employee’s change log.

Step 1: Navigate to the RL1 tab. Here you find all the boxes you can populate on the RL-1.

Additional Information
There are two fields with values featured alongside select tax slip boxes:

  • The Amount beside each box may be updated as required.

  • Final Amount displays when the RL-1 box includes amounts and updates from other RL-1 boxes. This final amount will populate on the employee’s tax slip.

Step 2: Confirm whether each Amount is correct.

  • If all the amounts are correct, skip to Step 6.

Additional Information
The box number is to the left of the amount. For more information on each box, please go to RL-1.g-v Guide for Filing the RL-1 Slip – Employment and Other Income
.

Step 3: Select the incorrect Amount, then select Modify.

Step 4 Update the Amount, then select OK.

Important Information
If you update a box with * in the Description, boxes A and G will adjust automatically. If there are ** in the Description, box G will automatically adjust.

Step 5: Repeat Steps 3 and 4 until all the Amounts are correct.

Step 6: Review each Final Amount that is different from the Amount.

  • If inaccurate, update the incorrect box that is populating the amount.

Additional Information
You can hover your cursor over the Final Amount to view the included boxes and amounts.

Step 7: Review Box O Code and update if it’s incorrect.

Step 8: Select OK to save your changes.

Step 9: If you need to review another employee in this tax slip group or another, go to Step 2 of the How to Review and Update Your Employee’s Tax Slip Information section above.

Congratulations! You’re all done reviewing and updating your tax slips. If you need to add an employee to the tax slip group, go to the Inserting an Employee section below.

The next step in the year-end process is Validate Your Tax Slips.

How to Adjust an RL-2

The RL2 tab contains all the information that will populate the employee’s RL-2 tax slip.

Any changes made in these boxes will only be available on the employee’s tax slip and the tax slip change log; it will not change the employee’s profile or the employee’s change log.

Step 1: Navigate to the RL2 tab. Here you find all the boxes you can populate on the RL-2.

Additional Information
There are two fields with values featured alongside select tax slip boxes:

  • The Amount beside each box may be updated as required.

  • Final Amount displays when the RL-2 box includes amounts and updates from other RL-2 boxes. This final amount will populate on the employee’s tax slip.

Step 2: Confirm whether each Amount is correct.

  • If all the amounts are correct, skip to Step 6.

Additional Information
The box number is to the left of the amount. For more information on each box, please go to RL-2.g-v Guide for Filing the RL-2 Slip – Retirement and Annuity Income
.

Step 3: Select the incorrect Amount, then select Modify.

Step 4 Update the Amount, then select OK.

Step 5: Repeat Steps 3 and 4 until all the Amounts are correct.

Step 6: Review each Final Amount that is different from the Amount.

  • If inaccurate, update the incorrect box that is populating the amount.

Additional Information
You can hover your cursor over the Final Amount to view the included boxes and amounts.

Step 7: Review the Contributor SIN and update if it’s incorrect.

Additional Information
If there is an amount other than 0.00 in Box A, B, C. F, or G, and the annuitant’s spouse contributed to the RRSP or RRIF, enter the spouse’s social insurance number in Contributor SIN
.

Step 8: Confirm whether Code 201 Value is correct and update if required.

Additional Information
If the Income Source is Autre/Other and none of the RL-2 Income Sources match your situation, you must add a value for code 201. This will populate the Additional Information section of the RL-2.

Step 9: Select OK to save your changes.

Step 10: If you need to review another employee in this tax slip group or another, go to Step 2 of the How to Review and Update Your Employee’s Tax Slip Information section above.

Congratulations! You’re all done reviewing and updating your tax slips. If you need to add an employee to the tax slip group, go to the Inserting an Employee section below.

The next step in the year-end process is Validate Your Tax Slips.

How to Adjust an NR4

NR4’s report amounts paid or credited to a non-resident of Canada. The NR4 tab contains all the information that will populate the employee’s NR4 tax slip.

Any changes made in these boxes will only be available on the employee’s tax slip and the tax slip change log; it will not change the employee’s profile or the employee’s change log.

Additional Information
Go to T4061- NR4 – Non-Resident Tax Withholding, Remitting and Reporting 
for detailed instructions on completing and filing NR4 slips.

Step 1: Navigate to the NR4 tab.

Step 2: If there is an entry for review, select it, then select Modify. Otherwise, choose Insert.

Step 3: Review and update the employee’s information:

Step 4: Confirm that the following is correct for Line 1 and update if necessary

  • Income Code (14)

  • Currency Code (15)

  • Gross Income (16)

  • Tax Withheld (17)

  • Exemption Code (18)

Additional Information
The box number is to the left of the amount.

Step 5: Confirm that the following is correct for Line 2 and update if required.

  • Income Code (24)

  • Currency Code (25)

  • Gross Income (26)

  • Tax Withheld (27)

  • Exemption Code (28)

Additional Information
Complete Line 2 
if you’re reporting partially exempt income.

Step 6: Select OK to save the changes to the tax slip.

Step 7: Repeat Steps 2 to 6 for each NR4 for the employee.

Step 8: Select OK to save your changes.

Step 9: If you need to review another employee in this tax slip group or another, go to Step 2 of the How to Review and Update Your Employee’s Tax Slip Information section above.

Congratulations! You’re all done reviewing and updating your tax slips. If you need to add an employee to the tax slip group, go to the Inserting an Employee section below.

The next step in the year-end process is Validate Your Tax Slips.

How to Adjust a T4A-RCA

The T4A-RCA provides the ability to report amounts to be reported on a Statement of Distribution from a Retirement Compensation Arrangement. The T4A-RCA tab contains all the information that will populate your employee’s tax slip.

Any changes made to these boxes will only be available on the employee’s tax slip and the tax slip change log; it will not change the employee’s profile or the employee’s change log.

Step 1: Navigate to the T4A-RCA tab. Review each Amount and adjust any incorrect values.

  • Refund of Employer Contributions (12)

  • Refund of Employee Contributions (14)

  • Distributions (16)

  • Distributions eligible for pension income splitting (17)

  • Selling Price of an Interest in the RCA (18)

  • Other amounts (20)

  • Income Tax Deducted (22)

Additional Information
Go to Retirement Compensation Arrangements 
for detailed instructions on completing and filing NR4 slips.

Step 2: Ensure the Custodian is correct for the employee and adjust if incorrect, then select OK to save your changes.

Additional Information
This will populate the Name of custodian or person who bought an interest in the RCA 
on the tax slip.

Step 3: If you need to review another employee in this tax slip group or another, go to Step 2 of the How to Review and Update Your Employee’s Tax Slip Information section above.

Congratulations! You’re all done reviewing and updating your tax slips. If you need to add an employee to the tax slip group, go to the Inserting an Employee section below.

The next step in the year-end process is Validate Your Tax Slips.

How to Insert an Employee

You can insert any employee with an Employee Profile into a Tax Slip Group. Once the tax slip is saved, you can add the tax slip information.

Do you need to create tax slips for someone that doesn’t have a profile in Avanti? Go to Importing Your Employee Tax Slip Information.

Step 1: Open Modify Employee Tax Slip Data in the Avanti Desktop Application and select 2023 for Tax Year if not selected.
By default, this can be found in Canadian Payroll >> Tax Slip Processing.

Step 2: Select the Tax Slip Group, then click Insert.

Step 3: Select the person whose tax slip you’d like to create in Employee and their Employment Province, if it’s different from their province of employment. Select Apply.

Step 4: Go to Step 3 of the Review, Modify, and Add Employee Tax Slips section above for more information on updating the tax slip information.

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