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Generate T2200 Form

**If you’re a Cloud client, your environment is updated. On-Prem clients can install the update after February 8th.**

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 will be created for employees that have English selected for Language on the Personal section of the Employee Profile; a French form will be created if French is selected for Language.

How to Complete The Form Defaults

Step 1: Open Generate T2200 Form.
By default, this can be found in 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 2021 in Tax Year if it's not selected.

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

  • 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 it isn’t already uploaded.

Step 5: Navigate to the location 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 will display to provide a preview of how the image will appear on the form.


How to Restrict Which Employees Get a T2200

You can create employee filters to restrict which employees will get a T2200. Only employees who match a selection in each of these filters will have a T2200 generated.

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 that Group selected for their G/L Option, select the blank segment.

    • To exclude employees that 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.