Looking to set up your Tax Docs to view Federal and Provincial Tax Credits? Here’s the steps for how to set up things in the Avanti Self-Service Portal whether you want your Provincial TD1 or TP-1015.3-V, your Federal TD1, or need it all.
For more details, check out Tax Docs Overview.
Step 1: Go into ASSP and select System Configuration.
Additional Information
Tax Docs can only be set up by regular users with Admin user group permissions.
Step 2: Under System, select New Experience.
Step 3: Select Start Setup.
Additional Information
If you’re already moved to the latest ASSP, you won’t see this screen. Skip to Step 5.
Step 4: Select Continue.
Additional Information
If you’re already moved to the latest ASSP, you won’t see this screen. Skip to Step 5.
Step 5: Select Tax Docs if it’s not already selected. If Tax Docs isn’t set up, Edit will automatically open when Tax Docs is selected. If it doesn’t, select Edit.
Step 6: Select a Role Type to determine which employees your managers and regular users can assign to Tax docs.
Additional Information
If no Role Type is selected, the default is Time Entry. For information about roles, see Role Assignments.
Step 7: Select the User Groups. Anyone in one of the selected User Groups can access Tax Docs.
Step 8: Select Save.
Step 9: But what if you didn’t want employees to see one of the tax credits? You can uncheck them underneath Tax Docs. Want to keep them both? Skip to Step 10.
Step 10: Select Finish.
Step 11: Select Exit Configuration.
With that, you are ready to view Tax Docs.