Interested in Tax Docs but unsure what’s changed from the Federal TD1 Tax Factors and Provincial Tax Factors? You’re in the right place.
Tax Factors will remain up for a smooth transition, but Tax Docs improvements allow employees to view their submitted amounts and for managers to review with ease. Whenever you are ready, whether immediately or later, you can remove Tax Factors once you are settled into Tax Docs.
Ready for Tax Docs? Check out How to Add Tax Docs.
Once you start using Tax Docs, you’ll notice some improvements. Features like Download PDF and Employee Selection Filter have been replaced with new and revamped versions. Here, you’ll find a description of all the differences you will see between Tax Factors and Tax Docs.
Federal and Provincial Tax Credits Combined
Find all your tax docs in one place. Jump between Federal and Provincial Tax Credits.
Employee Search
Managers and regular users can search up employee info. Need your own tax docs? You’re right at the top of the search. Want to jump back to the top of the search? Click Scroll to top.
Finding the right employee is easy. Managers and regular users can scroll through their employees. Is scrolling going to take too long? Search for a particular name to view another employee’s tax credits. Use filters to find someone even quicker.
Employee Info
Select an employee to double-check their info and check out their details. For more, check out the Employee Info Setup Guide.
Collapsible Format
For more details on your tax credits, click to expand the government descriptions for additional information or to collapse to see the amounts easier.
Print Tax Docs
Use Print to create copies of your tax docs for your records. You’ll find additional information like name, birth date, address, and a masked SIN number included for the printout. SIN numbers are masked to only show the last three numbers. This cannot be removed or changed to show further or further numbers in a SIN.
How to Add Tax Docs
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.
Removing Federal TD1 Tax Factors and Provincial Tax Factors
You’ve started using Tax Docs and it’s time to remove the old. Here’s how:
Step 1: Select Federal TD1 Tax Factors in the Web Menu on the Avanti Desktop.
By default, this can be found in Web Services >> Installation and Maintenance.
Step 2: Click Delete and then OK.
Step 3: Repeat for Provincial Tax Factors. You will want to select Provincial Tax Factors, click Delete, and finally OK.
Step 4: Select OK to close the Web Menu.