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Generate T2200 Form

Have employees that can deduct employment expenses from their income? Generate T2200 Form creates a fillable or non-fillable T2200 PDF for your employees. For more information on eligible employment expenses, go to the CRA’s guide.

Additional Information
T2200 forms are not displayed on ASSP and aren’t sent via email tax slips. Please use an alternative method to provide these to your employees.

An English T2200 is created for employees with English selected as their Language on the Personal section of the Employee Profile; a French form is created if French is selected as their Language.

If you only have Quebec employees who can deduct employment expenses from their income, you can skip this and go to Generate Quebec TP-64.3-V Forms.

How to Complete The Form Defaults

Step 1: Open Generate T2200 Form.
By default, this can be found in Canadian Payroll >> Tax Slip Processing.

Step 2: Select the location you’d like to save the form.

Step 3: Select Include Employee Name in File Name.

  • If selected, the T2200 will be Tax Year-Form Name- Employee Last Name First Name Initial-Employee Number.PDF.

  • If deselected, the T2200 will be Tax Year-Form Name-Employee Number.PDF.

Step 4: If you want to make changes to your T2200 after they’re saved, select Generate as a Fillable PDF.

How to Complete the Employer Declaration on Your T2200

A signature is required on your T2200. If you’d like to include an electronic signature, please upload an image and save it on your computer. The image must have a transparent background.

Step 1: Select 2023 in Tax Year if it’s not selected.

Step 2: Ensure the following are correct and update if inaccurate or missing:

  • Employer Name

  • Authorized Person Name

  • Phone Number

  • Phone Number Extension

Step 3: Adjust the form’s Date, if necessary.

Step 4: Determine if you’d like an image of your signature to populate the tax slips if one isn’t already uploaded.

Step 5: Navigate to the location where you saved your signature and select the file.

Additional Information 
If you don’t see the signature file, ensure you have the correct file type selected.

Step 6: Select Open.

Additional Information 
Your signature displays so you can preview how the image will appear on the form.

How to Restrict Which Employees Get a T2200

You can create data filters to prevent T2200 forms from being made for some of your employees.

You can also create filters based on any of the Employee Profile selections. For more information, skip to How To Use Data Filters. If you want to create a T2200 for all your employees, skip to the How To Complete Part B Of Your T2200 section below.

Step 1: Select the filter from one of the following options:

  • Employee: Filter by selecting the employees. Only employees that match the other filters you’ve created are available for selection here.

  • Positions: Filter employees by their primary position.

  • Locations: Filter employees by their location.

  • Work Group: Filter employees by their work group.

  • Pay Group: Filter employees by their pay group.

  • Job Status: Filter employees by their job status.

  • Additional Employee Fields: Filter employees by the additional fields defined on the Profile Field Names tab in Payroll Parameters

  • G/L Segments: Filter employees by their G/L Account segments.

    • To include employees with Group selected for their G/L Option, select the blank segment.

    • To exclude employees with Group selected for their G/L Option, deselect the blank segment.

Step 2: Select all the options that employees can match to have their T2200 created.

Additional Information
A T2200 is only created for employees with one of the selected options.

Step 3: Repeat Steps 1 and 2 for each employee filter you’d like to create.

Additional Information
If you create multiple filters, employees must match a selected option for each filter to generate their T2200.

How to Use Data Filters to Restrict Which Employees Get a T2200

You can create data filters if you want to prevent T2200 forms from being created for some of your employees. Only employees that meet the filter criteria will have a T2200 created.

A T2200 will be created if:

  • They meet the employee filters

  • They meet the filter criteria

If you want to create a T2200 for all your employees, skip to the How to Complete Part B on Your T2200 section below.

Step 1: Select the Data Filter tab.

Step 2: Select Define.

Step 3: Select Insert.

Step 4: Select the field that determines which employees’ tax slips will be created.

Step 5: Select the limiting circumstance of the filter for the condition from the following options:

<                    Less than
>                    Greater than
=                    Equal or exactly as
<=                 Less than or equal to
>= Greater than or equal to
<>                  Not equal to
Like               Includes employees that match the value, when the value has wildcards (*)
Not Like        Excludes employees that match the value, when the value has wildcards (*)
In                    Includes any employees matching one of the values in the list
Not In            Excludes any employees matching one of the values in the list

Step 6: Select the value from the list of available options. The employee must match the value based on the conditions to have a T2200 created.

Additional Information
If the condition is ‘Like’ or ‘Not Like’, characters in the value can be replaced with wild cards (*). The condition will be met if all the characters, except wild cards, match the value.

Step 7: Specify how multiple filter lines relate to the next filter line by selecting either And or Or in Conjunction.

And        Filtered results meet all criteria defined.
Or           Filtered results meet one or the other criteria defined.

Step 8: Select OK to save the filter.

Step 9: Repeat Steps 3 to 8 until the filter removes all the employees that shouldn’t have a T2200 created.

Step 10: Select Exit.

How to Complete Part B on Your T2200

Part B will be completed differently, depending on which sections apply to your employees. The section on the T2200 will correspond to an Avanti tab.

For example, section 2 in Part B on the T2200 corresponds to Part B2 tab in Avanti.

Review the questions on each T2200 section to confirm whether they apply to your group of employees.

  • Yes/No questions

  • Selections for earning and deduction/benefit codes

  • Areas for you to enter additional details

In this section, we are completing a T2200 for a travelling technician who uses their personal automobile and receives a fixed vehicle allowance.

Step 1: Select the Part B9 tab.

image-20240227-163024.png

Step 2: Select Yes for Did this employee receive or were they entitled to receive a motor vehicle allowance.

image-20240227-162944.png

Step 3: If employees receive a vehicle allowance, click Select in Fixed Vehicle Allowance Earning Codes.

image-20240227-162900.png

Step 4: Select the earning codes for the vehicle allowance and then select OK.

Since the employees are using personal vehicles, there is no need to make any additional selections on section B9 of the T2200.

These employees don’t qualify for any other expenses reported on the T2200, so we’ve completed Part B.

How to Create the T2200

Once you’ve finished making your selections, you can create your employees’ T2200.

Step 1: Select Generate.

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

Step 2: Select Print Results to keep a copy for reference once your tax slips finish saving. From here, you can either print or save it as a file.

Step 3: Review the PDFs for your T2200 and make any required changes. Now, you’re ready to distribute it to your employees.

Additional Information
You can only update the T2200 if you selected Generate as a Fillable PDF.

T2200 forms are not displayed on ASSP and aren’t sent via email tax slips. Please use an alternative method to provide these to your employees.

Step 4: If other employees have expenses to report on a T2200, go to the How To Complete The Form Defaults section above and create the additional T2200 forms.

Additional Information
Each employee should only receive one T2200 per business number.

Congratulations! You’re all done creating your employees’ T2200.

If you’ve got salaried employees or those earning a commission in Quebec who can claim employment expenses, go to Generate Quebec TP-64.3-V Forms.

If not, you’ve finished creating all your tax slips in Avanti. You can relax now. Nice work!

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