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2007 T4 TimeSaver User Manual

1. T4PS Summary D File Company Forms Reports Tools Setup Window Help la x Fees Cala joa a lela zi TAPS Summary Information Year ending Dec 31 Name of employee profit sharing plan T4PS Slip Totals TAPS segment forms Box 51 9 Other income Box 35 Number of T4PS slips Box 53 H Forfeited due to withdrawal Box 36 Actual non eligible dividends Box 24 Dot Foreign non business income Box 37 Actual eligible dividends Box30 D Foreign capital gains or lasses Box 38 Capital gains or losses Box 34 Dot Foreign non business income tax Box 39 Person to contact about this return Data entry complete Name Telephone number Certification a OK Position or office Date Printed Year ending Enter the year being reported T4PS segment forms If you have created segment forms enter the number here Segment forms are not required if you are filing electronically Person to contact about this return The default contact name and phone number entered on the New Company Defaults tab of the Setup menu will appear in this area If no default name and number were entered these fields will be blank In either case you can change the information at this time Certification The default certification name and position entered on the New Company Defaults tab of the Setup menu will appear in this area If no default name was entered these fields will be blank In either case you can change the information at this
2. Remittances Enter the amount of money already remitted to CRA Amount Enclosed Enter the amount to be enclosed with the T4 Summary form Adjustment Status The T4 Summary will reflect the adjusted values as long as all of the employees for the company have been adjusted If however only some of the slips have been adjusted using the Adjust this T4 R1 icon the summary will reflect the unadjusted values for all of the employees Data entry complete Once all of the data has been input for a given company check the data entry complete box This will allow you to print reports that will include only the companies that are completed or conversely only the companies that are not completed See Using Filters in Chapter 9 Recalculate Recalculates the calculated values returning overridden values to the calculated value Page 2 Contains the rest of the information required for the T4 Summary 8 4 T4 TimeSaver User Manual D File Company Forms Reports Tools Setup Window Help l8 x FestCompary Lei giel s eela S T4 Summary Information Page 2 SIN of proprietor owner Person to contact about this return Certification Sumame sd Name and surname in capital letters Et Position or office Date Printed Data entry complete ecalculate Page 1 Page 2 More Info OK Person to contact about this return The default contact name and phone number entered on the New Company Defaults tab of the Setup menu will
3. Authorized person Pasition or office Magnetic Media Tab The Magnetic Media tab contains information required by the system to submit T4 NR4 T4A T4A NR T5 T1204 RL 1 RL 2 RL 3 and RL 25 returns on diskette CD or DVD Enter the name and address of the company responsible for transmitting the magnetic media data You should also enter names and User Setup Options 4 3 phone numbers for accounting and technical contacts If CRA has assigned a transmitter number for federal forms it should be entered If you will be filing RL 1 and or RL 3 returns you must contact the Minist re du Revenu to receive a transmitter number and a set of serial numbers See Chapter 10 Filing by Magnetic Media for further information regarding magnetic media filing T4 Data Entry T44 Data Entry T5DataEnty Al Data Enty A3 Data Entry Transmitter Information T4 Adjustment Defaults New Company Defaults 1 Name line 1 Name line 2 Address line 1 Address line 2 City Prov Federal Postal code Transmitter No e Accounting Contact Name Qu bec Phone 3 Transmitter No ss Technical Contact Transmitter type Filing for self neg Identification flet OOOO O O Source of slips Revenu Qu bec You do not have to submit a test diskette to either the CRA or the Qu bec government before filing your returns on diskette We have already received approval for the magnetic media format on your be
4. S I N For interest credited to a joint account enter the S I N of only one of the individuals If the recipient is not an individual enter the recipient s business number if available The T4 TimeSaver will check the validity of the S I N entered and display a warning if it is invalid You can however ignore the warning and continue to enter other information The formula used to test the value of the S I N or business number is found in the CRA Publication Formulae for Federal and Provincial Deductions for Computer Users Report Code This code helps CRA determine if this is the original T5 slip issued to the recipient or if it amends the original Enter O if this is the original slip Enter A if this is an amended slip this slip changes the financial or identification information of a slip previously submitted 6 18 T4 TimeSaver User Manual Recipient Type Enter one of the following valid codes to identify the type of recipient 1 if the investment income was earned by an individual 2 if the investment income was earned by a joint account two individuals 3 if the investment income was earned by a corporation 4 if the investment income was earned by an association a trust fiduciary trustee nominee or estate a club a partnership or other 5 if the investment income was earned by a government government enterprise or international organization Currency Code If you cannot report amounts in Can
5. Date Date Text 20 Text 9 Text 15 Comments Examples amp Defaults Type max size Text 30 Required field Appendices 12 27 Type Comments Heading Description max size Examples amp Defaults NAME2 Recipient name line 2 Text 30 ADDRESS Address line 1 Text 30 ADDRESS2 Address line 2 Text 30 CITY City Text 28 POSTAL Postal code including space Text 10 PROV Province code Text 2 COUNTRY Country in address Text 3 CAN USA etc BENEFICIARYNUM Employer assigned number Text 20 TRANSIT Bank transit number Text 10 RECTYPE Recipient type box 23 Text 1 1 SECONDNAMELAST Last name of 277 account holder if joint Text 30 SECONDNAMEFIRST First name of 2 account holder if joint Text 30 SECONDINDIVIDUAL Is second recipient an individual Yes No ACTUALDIVIDENDS Non Eligible Dividend amount Currency Box A1 ACTUALDIVIDENDS_E Eligible Dividend amount Currency Box A2 CAPGAINS Total net Capital Gains Currency Box B CAPGAINSEXEMPTION Farm or small business capital gains Currency Box C OTHER QPP and other amounts Currency Box D CANCELLED Amounts cancelled Currency Box E TAXABLEDIVIDENDS Taxable amount of dividends Currency Box F TAXCREDIT Amount of dividend tax credit Currency Box G FOREIGNTAX Income tax paid to a foreign government Currency Box H QUEBECTAX Qu bec income tax withheld Currency Box NAMESPRINCIPAL Principal person who established trust deed Text 25 SIN Beneficiary SIN Text 9 13 28 Chapter 1
6. Headings for T5018 Slips Heading STATUS NAME ADDRESS ADDRESS CITY PROV POSTAL COUNTRY RECTYPE PARTNERSHIPID PAYMENTS SIN Description Status of slip Recipient name Address line 1 Address line 2 City Province code Postal code including space Country in address Recipient type Parnership s Filer ID Construction subcontractor payments box 22 Recipient s ID number BN or SIN box 24 Headings for T1204 Slips Heading STATUS NAME1 NAME2 ADDRESS1 ADDRESS2 CITY POSTAL PROV COUNTRY YEAR RECTYPE SERVICEPAYMENTS MIXEDPAYMENTS SIN Description Status of slip Recipient name line 1 Recipient name line 2 Address line 1 Address line 2 City Postal code including space Province code Country in address Year Recipient type box 23 Service payments box 82 Mixed services payments box 84 Social insurance number box 12 Type f max size Text 12 Text 30 Text 30 Text 30 Text 28 Text 2 Text 10 Text 3 Text 1 Text 9 Currency Text 15 Type max size Text 12 Text 30 Text 30 Text 30 Text 30 Text 28 Text 10 Text 2 Text 3 Integer 4 Text 1 Currency Currency Text 9 Comments Examples amp Defaults Amended etc Required field CAN USA etc 1 1 Comments Examples amp Defaults Amended etc Required field CAN USA etc 1 3 0r 4 12 24 Heading BN PARTNERSHIPID LASTNAME FIRSTNAME INITIA
7. Partner s name and address Goto Name JONES Bob 1 Boxes 20 27 E Boxes 150 DEE DE 2 Boxes 35 34 8 Other amounts Address 147 Main St 3 Boxes 26 59 DI Other amounts Restore City Prov Toronto ON 4 Boxes 120 8 SCH 50 Recalculate Postal code M3H 6NS County CAN 09 Partnership 10 Partner s share ae 07 County 08 Member code units held DIS 05 Status 11 Recipient s id T50134 D s I required for this DI Limited partner 15 0000 50 0000 31 1472583694 partner 12 Complex sharing arrangements T5015 Information Capital account start of period Recipient code Capital contributed during period Individual Other adjustments Income allocated during period o Drawings Capital account end of period O o The top half of the form will already be completed if you have entered the T5013 information Enter values for the Capital account start of period Capital contributed during period Other adjustments Income allocated during period and Drawings The Capital account end of period will be automatically calculated Recipient Code Enter one of the following valid codes to identify the type of recipient 1 for an individual 2 for a trust 3 for a corporation 4 for a partnership 6 24 T4 TimeSaver User Manual T5018 Input Window gt File Company Forms Edit Reports Tools Setup Window Help 8 x Fries Jolla a olala We Rakin
8. T5013 Sch 8 T5014 Input Window Plus version only 2007 T4 TimeSaver Bobs Company 15014 Partnership CCA Schedule File Company Forms Edt Reports Tools Setup Window Help WONDERFUL WORLD OF WO DIe be S Jill T 4 Class number Undepreciated Cost of additions Net adjustments Cost or proceeds Undepreciated 50 rule for current year additions 13 UCC at end of fiscal indepreciated e allowance 8 x 9 period 6 10 capital cost 6 7 11 D3 Totals Roll forward Page 1 Page 2 Page 3 DE Cancel Class Number Enter up to 15 different class numbers 1 5 on page 1 6 10 on page 2 and 11 15 on page 3 Class numbers range from 1 to 47 For a complete listing of valid class numbers press the F2 key The applicable rate will automatically be entered into column 9 and be used in the capital cost allowance calculation Adjustments Enter the corresponding adjustments Increases to capital costs should be entered as positive values decreases as negative values Undepreciated capital cost This value will be automatically calculated using the values entered in columns 2 through 5 Entering Slips 6 23 T5013 Sch 50 T5015 Input Window Plus version only LZ 2007 T4 TimeSaver Bobs Company 15013 Slip gt File Company Forms Edit Reports Tools Setup Window Help WONDERFUL WORLD OF WO alal ei al oy Name
9. Type max size Currency Currency Currency Currency Currency Text 6 Text 3 Currency Text 6 Text 3 Currency Text 6 Text 3 Currency 4 Renounced Canadian exploration and development expenses Boxes 120 RENOUNCEDCANEXPLEXP RENOUNCEDCANDEVEXP ASSISTANCECANEXPLEXP ASSISTANCECANDEVEXP PORTIONINTFREECEE EXPENSESITC PORTIONINTFREEITC ADJUSTEDATRISKAMT EXPENSESBCTAXCREDIT EXPENSESSKTAXCREDIT EXPENSESMBTAXCREDIT EXPENSESONTAXCREDIT GENERICEXBOXCODE_D1 GENERICEXBOXX_D1 GENERICEXBOX_D1 GENERICEXBOXCODE_D2 Renounced Can Explor Exp box 120 Renounced Can Dev Exp box 121 Assiss for Can Explor Exp box 124 Assiss for Can Dev Exp box 125 Portion interest free CEE box 130 Expenses qualified for ITC box 128 Portion interest free ITC box 129 Adjusted at risk amount box 119 Expenses BC tax credit box 141 Expenses SK tax credit box 143 Expenses MB tax credit box 144 Expenses ON tax credit box 145 Generic extra box 1 code Generic extra box 1 descr Generic extra box 1 amount Generic extra box 2 code Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Text 6 Text 3 Currency Text 6 12 22 Heading Description GENERICEXBOXX_D2 Generic extra box 2 descr GENERICEXBOX_D2 Generic extra box 2 amount 5 Tax shelter information Boxes 150 NUMBUNITSACQUIRED Number of units box 150 COSTPERUNIT Costs per un
10. in French inactive SIDE oa Sie keia Bea RES eg 9 4 options Slips status summaries Privacy Protection ees ese sesse se see se se ee ee ge ee 2 4 Province of Employment default SE Een E a GE AG d 2 SELMS od MEE RE DE RS EE 5 5 6 6 Province State Code 12 5 OPP Adjustment Options default EE EE EE DEE EES 4 2 do not adjust 6 7 GE 5 2 TEE 5 5 7 2 12 2 OPP Pensionable Weeks default value ii EE eg erter Eg RE De EE 4 2 STT setting maximum Rates and constant iese sesse se se see ke Ge ee ee ee ee Recipient Type NEE EE GE EG E EE Sot 6 4 Refresh from database A 5 5 Regedit Missing eee se ee se ee ee ke Ge ee ee ee ee 12 3 Registration Se Eg bth ES ee 2 2 Relev E 6 30 Remove OULU SPSS RE oot San 5 4 inactive line 6 6 i ctive Sips ET 5 5 ER EE N ET EN dee E 6 6 Removing serial numbers sesse ee se se ee SR Ge ee ee ee 10 7 Repair databases iese ee ee Ge ke ee ee ee 11 3 Replacing ARE EE 12 8 T4 TimeSaver User Manual Report PLING Gos See N EE SE Ee ee ee ee Ee ee ek 9 2 SOPUN SE Ee ee ee nace ton 9 3 Report Code READ Ene Ate ee dat eee bee eet 6 34 d E 6 17 Reports TESS EE niS critical error validation validation Warnings ees sesse see se see ee ee ge ee ee ee 9 2 Restoring Data Files iese se se see ke ee ee ee 12 10 RL 1 EU E 2 7 equivalent fields with T4 SUS sesse sesse 12 7 net pay Calculation sesse se ee
11. Adjust insurable eamings based on GPIP premiums OK Cancel User Defaults CPP QPP Adjustment Options A Adjust CPP QPP if over maximum under minimum If this option is selected CPP QPP will be adjusted to fall within the range Upper Limit the lesser of the CPP QPP pensionable earnings x 4 95 and 1 989 90 Lower Limit the lesser of the CPP QPP pensionable earnings 3500 x 4 95 and 1 989 90 If the CPP QPP deducted is greater than the Upper Limit it will be adjusted down to the Upper Limit If the CPP QPP deducted is less than the Lower Limit it will be adjusted up to the Lower Limit If the CPP QPP deducted falls within the range of the Upper and Lower Limits no adjustments will be made to CPP QPP This option ignores any potential reduction resulting from the annual CPP QPP basic exemption which must be prorated based on pensionable weeks as outlined below This option was implemented for situations where it is not desirable to enter the number of pensionable weeks on each T4 slip Entering Summary Information 7 3 B Adjust CPP QPP based on number of pensionable weeks If this option is selected CPP QPP will be calculated as CPP QPP pensionable earnings prorated deduction x 4 95 Where the prorated deduction is calculated as number of pensionable weeks maximum number of pensionable weeks x 3500 NOTE THAT ONLY ONE OF A OR B MAY BE SELECTED C Maximum number of pensionable weeks Thi
12. CPP QPP El PPIP income tax pension plan contributions charitable donations and union dues You can switch between these two methods of calculating the Net Pay by clicking on the Net Pay button and then selecting the appropriate option You can also check the Don t display net pay to remove this information from the display Go to RL 1 Use this button to create and or access the corresponding RL 1 for this employee Entering Slips 6 9 T4PS Input Window gt File Company Forms Edit Reports Tools Setup Window Help la NI Fries Diesel S welaj We Tage Employee s name and address la 9 dru Address OK Restore City Province Postal code Year 12 Soc Ins Number Status 30 Actual amt of 31 Taxable amt of 32 Dividendtax 34 Capital gains 36 Forfeited due eligible dividends eligible dividends credit eligible div or losses 35 Other income to withdrawal 24 Actual amtof 25 Taxable amtof 26 Dividendtax 37 Foreignnon 38 Foreign capital 39 Foreign non eligible div non eligible div credit non eligible business income gains or losses non business tax Name The recipient name should be entered with the surname first followed by a comma and then the first name The name can be formatted easily by pressing the F5 key The T4 TimeSaver program will change the surname to block letters ensure that the first letter of the first name is capitalized and insert a comma if none was entered e g SMITH John Press
13. TAX EIEARN CPPEARN CPPEARN PPIPPREMIUM PPIPEARNING CPPEXEMPT EIEXEMPT Description Employee name Address line 1 Address line 2 City Province code Postal code including space Country code Employment income box 14 CPP contributions box 16 QPP contributions box 17 B El premiums box 18 C Reg Pension plan contr box 20 D Federal income tax deducted box 22 El insurable earnings box 24 CPP pensionable earnings box 26 CPP pensionable earnings box 26 PPIP premiums box 55 H PPIP earnings box 56 CPP exempt box 28 El exempt box 28 Type max size Text 3 Text 2 Text 15 Text 13 Text 16 Text 16 Type max size Text 30 Text 30 Text 30 Text 28 Text 2 Text 10 Text 3 Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Yes No Yes No Comments Examples amp Defaults CAN USA Comments Examples amp Defaults Required field 12 10 Heading PPIPEXEMPT UNION CHARITABLE PENSIONNO PENSION PROVEMP SIN EMPCODE EMPNUM CPPWEEKS NETPAYOTHER OTHERCODE1 OTHERAMT1 OTHERCODE2 OTHERAMT2 OTHERCODE3 OTHERAMT3 OTHERCODE4 OTHERAMT4 OTHERCODES OTHERAMT5 OTHERCODE6 OTHERAMT6 AMENDED VOID TAXYEAR Description PPIP exempt box 28 Union dues box 44 Charitable donations box 46 N RPP DPSP number box 50 Pension adjustment box 52 Province of employment bo
14. amending SERE EE EES 6 7 equivalent fields with RL 1 slipS esse esse sees 12 7 Net Pay Calculation other ie EES EENS Gee GE kg ER EE EE EO T site eed AR ape ale OE T4 Adjustment Options Ce faults 23 5 EE 4 2 EE EE 5 2 E MER 5 5 Ti ations eee ae eee ees 7 36 T4A Ir asin nein 6 11 SALE ORE RO ER ge 8 5 T4A P SIPS E 6 15 ia N Eege 8 9 T4A RCA SIPS E 6 16 EISE OE EE ONE EE 8 10 TAA NR T4PS SIPS E 6 9 knal SE ER E A E ose edieesees 8 8 T5 equivalent fields with RL 3 sine 12 7 SIPS EE 6 17 SUMIMALY EE E egdes 8 11 T5013 Ai AE EE 6 20 BUTEN 8 12 T5014 DEE 6 22 T5015 ARE EE ER EE 6 23 T5018 ARE ENAISI APERTITA SUMIMALY ees see ske se se ee ee ke ke Ge ee ee ee ee Technical Notes Technical Support Test Printer FOOI ME EE Keesen Auger As arte Adjust change T4 adjustment opttons iese sesse 11 10 COLCUIDIOR MEE ME ER N 11 9 convert last year s database i ees ese 11 4 correct contact information eee sesse see 11 10 13 32 database repair edit settings EE OH SE GE GE tes ee Import import from magnetic media 11 8 Import from Paroli 11 8 import from text 11 5 internet filing iese see ee an nR naa 10 8 merge companies 11 10 transfer companies 11 10 usage analysis ee ee ee ee ee ee 11 9 TP 600 SUMMAT Ee ee EENEG 8 26 T4 TimeSaver User Manual Transfer Companies 11 10 Transmitter Information CUI Beis tid EE Unlock companies ee
15. information T5018 T5018 information IRL2 RL 2 information IRL15 RL 15 information IRL17 RL 17 information IRL25 RL 25 information Tools 11 7 For example if the spreadsheet contains a company followed by its T4 slips the structure of the spreadsheet would be as follows COMPANY Company information IT4 List of employee s names addresses gross pay etc 6 Fill in the remaining cells of the first column with the keyword you entered in the first row for each information block This time omit the exclamation point In our example the first column would look like this ICOMPANY COMPANY ITA T4 T4 T4 etc 7 Complete the first row for each block of information by adding the headings that T4 TimeSaver expects to find for that type of information See Appendix G for details about headings for company and slip information For example the first row for a list of T4 slips might look like this IT4 NAME ADDRESS1 ADDRESS2 CITY PROV POSTAL SIN etc 8 Make sure that the content of the columns in each block matches the headings you just added For example if the city and province are in one column you need to move the province to the PROV column and the city to the CITY column Our sample spread sheet would look something like this 1 ICOMPANY NAME1 ADDRESS1 ADDRESS CITY POSTAL 2 COMPANY My Company 100 Industrial Road Unit 101 Toronto ON M3N 8V7 3 4 NAME ADDRESS1 CITY PROV POSTAL EMPNUM SIN
16. much better if data is stored on a hard disk The software and or its data files may also be installed on a network file server For optimal performance of both T4 TimeSaver and other software ensure that you have sufficient room available on your hard disk for the virtual memory swap file maintained by Windows Typically this file is 50 greater than the size of the available RAM installed on your system Printer Slips and summaries may be printed on ink jet and laser printers using government supplied forms T4 TimeSaver will not print to dot matrix or impact printers as these forms are no longer supported by either the CRA or the MRO T4 TimeSaver can also produce most forms as facsimiles on ink jet and laser printers You may also file most types of returns via the internet or on diskette CD or DVD greatly reducing your paper requirements and the labour involved in producing these returns License Agreement T4 TimeSaver program is owned by ELM Computer Systems ELM Computer Systems grants to you as a registered user a non exclusive non transferable license to use the program You are expressly prohibited from distribution of the program to others outside your office regardless of whether such distribution is for profit All rights title and interest in and to the program and all documentation code and logic which describes and or comprises the program are vested in ELM Computer Systems Your right to use the program is condit
17. you would lose your previous backup as well Backup for Floppy Disk Users Use Explorer to make a copy of your data disk s Access Window Help or your User Manual for further information You should also have a backup copy of your T4 TimeSaver installation disks Backup for Hard Disk Users Copy the database to a floppy disk or separate hard drive using the DOS copy command or Windows Explorer The current database name appears in the very top bar of the T4 TimeSaver window The database will be in the same directory as the program unless you specified otherwise when you created the database Be sure to close the database before attempting to back it up Restoring Data Files Copy the stored backup of the database back to the working directory using the DOS copy command or Windows Explorer Appendices 12 1 Appendix B Technical Notes Data Storage T4 TimeSaver stores the data you enter in MS Access database files having the extension t07 The company information is stored within the database in a table called Company one record per company There is also a table within the database for each type of slip and Summary form Data is stored in these tables one record per employee and connected to the company information by a company number assigned by the system The file T4W07 INI is stored in the same directory as the program and among other things stores the authorization number There will be additional file s containing
18. 4217 of the International Organization for Standardization ISO Enter the appropriate three letter alphabetical or three digit numeric codes If possible use the alphabetical codes For example USD United States dollar JPY Japan yen SVC El Salvador colon FRF France franc HKD Hong Kong dollar ITL Italy lire DEM Germany mark DKK Denmark kr ne GBP United Kingdom pound ESP Spain peseta If you must report amounts in different currencies in respect of the same recipient use a separate RL 3 slip for each currency 6 32 T4 TimeSaver User Manual Relev 17 Input Window gt File Company Forms Edit Reports Tools Setup Window Help BECH A os Osla i plein e Ber Employes name and address City Province Postal code r Other Information INN E sl Year SIN Reference number B Total income for 7 Total income for D Living allowance E Living allowance A Totaldeduction the year the st Cem for the year for the stay F Days outside G 30 day periods Canada for the year outside Canada H Date departure Date return J Foreign country Name The recipient name should be entered with the surname first followed by a comma and then the first name The name can be formatted easily by pressing the F5 key The T4 TimeSaver program will change the surname to block letters ensure that the first letter of the first name is capitalized and insert a comma if none was entered e g SMITH John
19. 6 44 Union dues v Postal code Jv 22 Income tax deducted Country v 24 Elinsurable earnings 10 Prov of employment Jv 12 SIN 28 Employment code v CPP pensionable weeks Amended Void v 26 CPP OPP earnings 28 CPP exempt 28 El exempt 28 PPIP exempt Do not adjust CPP OPP Do not adjust El Do not adjust PPIP 46 Charitable donations 50 Pension plan DPSP number 52 Pension adjustment 55 PPIP premuims 56 PPIP insurable earnings Other deductions from net pay v Employee number During data entry pressing the Tab key or the Enter key will move you from one checked box to the next Pressing Shift Tab will move you back to the previous checked box Use the space bar to check and uncheck boxes If ona particular form you need to edit a box that would normally be skipped you can use your mouse to place the cursor within the field and then type in the data A200 C4 TimeSaver User Manual T4 Adjustment Defaults Tab Complete the T4 Adjustment Defaults tab The information on this tab will be copied to the T4 Adjustment Options tab of the Company Information window for each new company See further information in Chapter 7 Adjusting T4s and Relev 1s regarding how to set the adjustments to best suit your needs i R New Company Defaults Magnetic Media T4 Data Enty T4A Data Entry T5 Data Entry R1 Data Entry l R3 Data Entry CPP OPP Adjustment Options Transf
20. I EI Sm Year SIN SIN 2 Source of income Releve code D Refund RRSP A Annuity B Benefit C Other payments Spouse E Death benefit 0 00 0 00 0 00 0 00 0 00 F Refund RRSP undeducted G Revocation H Other income Deduction J Tax withheld at source K Income after L Withdrawal M Tax paid 0 Withdrawal death under LLP amounts under HBP Name The recipient name should be entered with the surname first followed by a comma and then the first name The name can be formatted easily by pressing the F5 key The T4 TimeSaver program will change the surname to block letters ensure that the first letter of the first name is capitalized and insert a comma if none was entered e g SMITH John Pressing the F8 key will reverse the first and last names e g John Smith will be changed to SMITH John Cancelled Check this field if the slip has been cancelled Rel ve Code Enter 0 if this is the original slip Enter 1 if this is an amended slip this slip changes the financial or identification information of a slip previously submitted Source of Income Double clicking on the field or hitting the F2 key to view the complete list of options Entering Slips 6 29 Relev 3 Input Window P File Company Forms Edit Reports Tools Setup Window Help 18 x NEW COMPANY DIzlBlal a ce lca Nare E Recipient name and address Name N R3 ee m aoe Address Restore Quebec RL 3 OK City Province i RL 3 required Postal
21. Intemet Data submitted on magnetic media or via the Internet e Enter transmitter number in Setup User Setup Options Transmitter number Magnetic media Telephone Date Printed Data entry complete Iculate Page 1 Page 2 Page 3 More Info OK Other Information Enter the other reguested information for the RL 1 Summary form on page 3 Note that the number of slips listed should be the total number of RL 1 RL 2 and RL 25 slips for the company whether they were filed on paper magnetic media or by internet Date printed If the Relev 1 Summary was previously printed the date printed on the summary will be recorded here Otherwise this box will be blank More Info Contains the company category printing dates and date filed by Magnetic Media if applicable Entering Summary Information RL 2 Summary gt File Company Forms Edt Reports Tools Setup Window Help x b teesg olla i alala A Year RL 2 Slip Totals Refund undeducted RRSP BoxF Go No RL 2 slips on paper Revocation BoxG 0 00 No RL 2 slips on mag media NN S No DZ slips via Intemet T ee 0 00 E Deduction Bosl 000 Armuniy enn 79 Tax withheld at source Box J oo Benefits Box B oo Other Payments Box C oo bede ge r S Se i Refund RASP to spouse Box D oo EWELE 0 00 Tax paid amounts Box M ow Death benefit Box E 19 Withdrawal under HBP Box 0 go Certification Position or of
22. Other income from Cdn sources Box F Foreign income Box G Foreign tax paid Box H Royalties Box Cap Gains Dividends Box J Acc d Income Annuities In cases where the recipient is a corporation i e recipient type code is 3 boxes A1 and A2 on the RL 3 will be set to zero and box E will contain the sum of Box 10 Box 24 and Box 14 values from the corresponding T5 12 8 T4 TimeSaver User Manual Appendix G Headings for Import File Keywords are used as column headings by the import function to identify the information in the column Generally each keyword is the name of a field in a TimeSaver table A special keyword NULL can be used to cause the import to ignore a column Text fields are alphanumeric fields with a specified maximum size If the data to be imported exceeds the maximum size the value will be truncated to fit into the field If data exceeds the maximum size of a field by more than 30 characters an error message will be given and the import process will be halted Generally the alphanumeric fields may contain letters numbers spaces and punctuation In some cases they must be in upper case such as province codes postal codes and country codes In other fields mixed case is acceptable Yes No fields Acceptable values for Yes are Y YES or 1 Acceptable values for No are N NO or 0 Currency fields are dollar amounts They should be formatted with a decimal between the dollars and cents i
23. P File Company Forms Edit Reports Tools Setup Window Help la x SE Ioepwangen Wee ert Non resident recipient s name and address gt I DK TAANR Nane o Address Non resident s service industry classification code Status City Province Postal code 24 City province code where services Year 18 Grossincome 20 Travel 22 Tax deducted 23 Redn fendered 1 26 Days in 7 12 Foreign SS number 14 Canadian SIN 16 Professional name Name The recipient name should be entered with the surname first followed by a comma and then the first name The name can be formatted easily by pressing the F5 key The T4 TimeSaver program will change the surname to block letters ensure that the first letter of the first name is capitalized and insert a comma if none was entered e g SMITH John Pressing the F8 key will reverse the first and last names e g John Smith will be changed to SMITH John Country of Residence Enter the appropriate three character country code or select it from the drop down list to indicate the country of residence of the recipient See Appendix E for a full list of the standard three character country codes Non Resident s Service Industry Enter the four digit numeric code or select it from the drop down list indicating the type of service industry Status Indicate whether the current slip is an amended duplicate or additional slip Otherwise this field can be left blank Cit
24. Pressing the F8 key will reverse the first and last names e g John Smith will be changed to SMITH John Status Indicate whether the current slip is an amended duplicate or additional slip Otherwise this field can be left blank Entering Slips 6 33 Relev 25 Input Window P File Company Forms Edit Reports Tools Setup Window Help la x mew oella a siniein ue TS Employee name and address Name 1 Address oK Beneficiary Number Restore A E EST E Beneficiary type Individual Other Information COOC COC O Moa City Province Postal code Year SIN Names of principal person Bank transit Releve code F Cancelled A Actual C Capital gains for D Other amount E Cancelled Dividends B Capital Gains exemption allocated or paid allocations 0 00 0 00 0 00 0 00 F Taxable G Dividend tax H Foreign Quebec dividends credit income tax income tax 0 00 0 00 0 00 Name The recipient name should be entered with the surname first followed by a comma and then the first name The name can be formatted easily by pressing the F5 key The T4 TimeSaver program will change the surname to block letters ensure that the first letter of the first name is capitalized and insert a comma if none was entered e g SMITH John Pressing the F8 key will reverse the first and last names e g John Smith will be changed to SMITH John Beneficiary Type Enter one of the following valid codes
25. Type max size Text 30 Text 30 Text 30 Text 28 Text 2 Text 10 Comments Examples amp Defaults Required field USA 2007 Amended etc Max of 366 USA Comments Examples amp Defaults Required field Appendices 12 17 Heading COUNTRY NUMOFMONTH EFFECTIVEDATE TAXABLECPP INCOMETAX RETIREMENT SURVIVOR DISABILITY CHILD DEATH BENEFITNUM SIN Description Country code Number of month box 21 Effective date box 13 Taxable CPP benefits box 20 Income tax deducted box 22 Retirement benefit box 14 Survivor benefit box 15 Disability benefit box 16 Child benefit box 17 Death benefit box 18 Benefit number Social insurance number box 12 Headings for T4A RCA Slips Heading NAME ADDRESS1 ADDRESS2 CITY PROV POSTAL COUNTRY REFUNDEMPLOYER REFUNDEMPLOYEE DISTRIBUTIONS SELLINGPRICE OTHER INCOMETAX SIN Description Employee name Address line 1 Address line 2 City Province code Postal code including space Country code Refund of employer contributions box 12 Refund of employee contributions box 14 Distributions box 16 Selling price of an interest in RCA box 18 Other amounts box 20 Income tax deducted box 22 Social insurance number box 24 Type max size Text 3 Integer 2 Date mmm dd yyyy Currency Currency Currency Currency Currency Currency Currency Text 20 Text 9 Type max size Te
26. Usage NEE 11 9 eebe es Ei 11 9 EdI SEUNS EN 11 9 Chapter 12 AppendiceS sade gs sd GEGEE GE N DE GE GER USE EN eN NG EG ede ee 12 10 Appendix A Data Backup NEE 12 10 Appendix B Technical Te 12 1 Appendix C Common Problems Ge ee ee 12 2 Appendix D Province State Codes see Re ee ee ee RR ee ee ee 12 5 Appendix E Country Codes ee ea 12 6 Appendix F Equivalent Fields E 12 7 Appendix G Headings for Import File SE ke gege ie eebe 12 8 Chapter ad NOx RE EE OG Dee 13 28 Chapter 1 Introduction About T4 TimeSaver ELM Computer Systems Inc has provided custom programming and consulting services to accounting firms and to small business since 1978 The T4 TimeSaver development team is committed to providing software for producing Canadian tax information returns which is superior to any other system available Technical Support As a registered user you may telephone fax or e mail us with your duestions about the installation and use of the T4 TimeSaver program There area number of other technical support options available to you Select Technical Support Options from the Help menu to view a list of them Our technical support hours are 9am to 5pm ET Technical Support Hot Line 1 800 268 3211 Local to Toronto 416 495 1624 Fax Number 416 495 0044 Email support t4timesaver ca Product Website www t4timesaver ca Corporate Website www elmcomputers com To quickly and easily send an email to our techni
27. and you indicate that you want the over remittance to be transferred to one employee i e an owner or shareholder you may also increase the gross pay of that employee in order to keep the net pay at the same level If this option is chosen and the transferee s CPP QPP is under the maximum deduction for the year the CPP QPP will NOT be adjusted again for this underpayment Other Options L Adjust CPP EVOPIP differences greater than If an amount is entered in this box an adjustment to CPP QPP El or QPIP must be greater than this threshold in order for the adjustment to be made If the difference between the calculated amount and the entered amount for CPP QPP El and QPIP is less than or equal to the threshold no adjustments will be made and the entered amounts for CPP QPP El QPIP and tax will appear on the T4 slips M Do you want CPP El amp QPIP to be adjusted to their calculated amounts even if there is insufficient tax to cover the difference If this option is selected it will adjust CPP QPP El and QPIP to their calculated amounts although there may not be sufficient tax to make up the difference Where there is insufficient tax to cover the net adjustment to CPP QPP El and QPIP this difference will be posted to the T4 Summary The shortfall is comprised of the increase in the employer s portion of CPP QPP EI QPIP and the increase in the employee s contribution which was not offset by tax The employer will have t
28. appear in this area If no default name and number were entered these fields will be blank In either case you can change the information at this time Certification The default certification name and position entered on the New Company Defaults tab of the Setup menu will appear in this area If no default name was entered these fields will be blank In either case you can change the information at this time More Info Contains the company category printing dates and date filed by Magnetic Media if applicable Entering Summary Information 8 5 T4A Summary D File Company Forms Reports Tools Setup Window Help la x Emm JDlelelel a lella T4A Slip Totals Page 1 Pension adusbment ee 34 o Total T44 slips for US emploueez Total number of T44 slips filed 88 RESP accum income payments 40 Pension or superannuation 16 RESP educ assist payments 42 Lump sum Daumentz 18 o Total tax deductions reported 22 30 000 00 Self employed commissions 20 oo Minus wemteres esse 82 GE 24 oo Balance due Overpayment 30 000 00 Retiring allowances 26 oo oa Amount ercloeed Non eligible retiring allowances 27 Other Income cece 28 Patronage allocations 30 Pension plan contributions 32 oa Data entry complete Recalculate Page 1 Page 2 More Info OK Remittances Enter the amount of money already remitted
29. being made to a submission that has already been sent to the Magnetic Media Processing Team you are required to fill out a change form to be included with your corrections Please contact the Magnetic Media Processing Team for further information Further Information If you have further questions regarding the specifics of your magnetic media submission please contact the Magnetic Media Processing Team Magnetic Media Processing Team Revenue Canada Taxation Ottawa Taxation Centre 875 Heron Road Ottawa Ontario K1A 1A2 Telephone 1 800 665 5164 Filing by Magnetic Media 10 3 Instructions for Qu bec Returns The following instructions are provided here for convenient reference For complete details obtain from the Minist re du Revenu the publications entitled Guide for Filing Data on Magnetic Media General and technical information and the associated guides for the type of slip you are filing Please note that returns for employers with fewer than 15 returns must not be submitted on magnetic media Returns for any employers with over 500 returns are required by the Ministere du Revenu to be submitted on magnetic media Each organization filing RL magnetic media on their own behalf or on the behalf of others must request a transmitter number and a set of serial numbers from Minist re du Revenu before producing the magnetic media returns 1 If you submit RL slip data for more than one filer you must provide the Minist re du
30. box 30 Total gross income box 34 Comments Examples amp Defaults Type max size Currency Currency Currency Currency Currency Text 6 Text 3 Currency Text 6 Text 3 Currency Text 6 Text 3 Currency Text 6 Text 3 Currency Currency Currency Currency Currency Currency Currency 3 Canadian and foreign investments and carrying charges Boxes 26 59 RECONCILEDNETRENTAL DIVIDENDS TAXABLE CREDIT DIVIDENDS_E TAXABLE_E Net rental income box 26 Actual non eligible div box 51 Taxable am t non el div box 51 1 Non elig div tax credit box 51 2 Actual eligible div box 52 Taxable am t eligible div box 52 1 Currency Currency Currency Currency Currency Currency Appendices 12 21 Heading CREDIT E INTEREST FRMDIVIDENDS BUSINVESTLOSS CARRYINGCHARGES GENERICEXBOXCODE Bi GENERICEXBOXX Di GENERICEXBOX_B1 GENERICEXBOXCODE_B2 GENERICEXBOXX_B2 GENERICEXBOX_B2 GENERICEXBOXCODE_B3 GENERICEXBOXX_B3 GENERICEXBOX_B3 Description Eligible div tax credit box 52 2 Interest from Can sources box 50 For div and interest inc box 55 Business invest loss box 56 Carrying charges box 59 Generic extra box 1 code Generic extra box 1 descr Generic extra box 1 amount Generic extra box 2 code Generic extra box 2 descr Generic extra box 2 amount Generic extra box 3 code Generic extra box 3 descr Generic extra box 3 amount Comments Examples amp Defaults
31. by data entry status printing status magnetic media processing status or company category See the section entitled Using Filters at the end of this chapter Fields to print Select one of the two options listed below Producing Reports 9 9 All to include all the fields available on the slip or Selected to print only those fields which you select Note selecting All may result in a report printed in a font too small to be legible If you choose Selected click on the Select button to get a list of the fields available for the current slip Choose the fields you wish to print on the Edit List Reports by using the select unselect select all and unselect all buttons When all the required fields have been added to the selected list click on close Order of Slips Select one of the options listed below Order by selected field lists employees sorted by selected field or Order in data entry sequence lists employees in the order they were entered Copies of Report Type in the number of copies you require Output Report to Select one of the options listed below Display shows the report on your computer monitor or Printer prints the report on paper Options Select the format you would prefer either table style or memo style and check one or more of the other options listed below if appropriate Include addresses Include inactive slips An inactive slip is one which has all dollar amou
32. du traitement et des technologies Ministere du Revenu 3800 rue de Marly secteur 2 2 0 Sainte Foy Qu bec G1X 4A5 Further Information If you have further questions regarding your magnetic media submission please contact M Yvan Denis Veilleux Direction g n rale du traitement et des technologies Ministere du Revenu 3800 rue de Marly secteur 2 2 0 Sainte Foy Qu bec G1X 4A5 Telephone 418 652 5281 Fax 418 646 0713 E mail yvan denis veilleux mrq gouv qc ca Setting up the Magnetic Media Transmitter Record Defaults During setup you should complete the Magnetic Media tab of the Setup menu if you plan to submit returns on magnetic media Much of the information required by T4 TimeSaver for magnetic media processing is contained there To access magnetic media processing choose the type of slip required from the Reports menu and then Magnetic Media Note that magnetic media filing is only available for T4 NR4 T4A T4A NR T4A P T5 T1204 T5018 RL 1 RL 2 RL 3 and RL 25 returns The magnetic media dialog box will open and give you a number of options Filing by Magnetic Media 10 5 P File Company Forms Reports Tools Setup Window Help BCE NEW COMPANY Deal al sel Companies Return types C A NEW COMPANY T4 e Current Current C Selected C Selected EEN Copies of report Options SE 1 Validate Only Intemet CD C DYD C Diskette File Slip Type oe JO Original e
33. ee ee ee 10 4 Magnetic Media Filing IR N ta RA AE making corrections QUEBEC AE ED ES Ee EN ee ON DE ge Main T4 TimeSaver Window iee esse sesse se se ee 2 4 Merge Companies 11 10 Net Pay Calculation REELS geb DEE ES RR Re SG REG ee 6 27 di AA OS ERGE HELLE OE 6 8 New company defaults d 2 Non Eligible dividends federal tax credit ee 6 18 6 30 moving taxable amount sesse ese ee ee 6 18 6 30 NR4 Options adjustment default 4 2 CPP adjustments eebe ees enero 4 2 do not adjust CPP ae do notadjust Eliette et tosh nai gieu dee 6 7 do not adjust OPP 6 7 EI adjustment we 42 pensionable weeks we 4 2 QPP adjustment we 42 UE SetuP EE d 3 Other Income RK Ad OE E cs 6 7 Other problems esse se iers ee ee ee ee 12 4 Over remittanCe oo ee see ee ee ke ke Ge ee ee ee 7 4 13 30 Override calculated fields AA 6 3 8 6 Paper EE 9 3 ST CN 2 3 4 4 Pre printed Forms PUM sie RE Ee es Se eA ce otc tee om ee 9 3 Pre printed Summaries esse se see ske se ee ee ee ee 9 6 Print adjustment report current form GUITENESIIP is oeiee seinde ee geen ge ee se ed Printer AITPTIMENE iiaae ese EA ae se ge 9 4 9 7 te 9 3 Printing adjustment reports see sesse se ee ee ee ee ee ee 9 7 DIE EE 12 2 company Summary TEDOT iese esse see ee ee 9 9 edit liStS sd EER EE SE candace odes ends ater eet det 9 8 PACSIMMIES Ee EE 12 3
34. of the printing It is advisable to print a test form to determine whether alignment has been affected by the change in font Type of Forms Select one of the listed options Plain paper facsimiles to print a facsimile copy of the slip on a laser or ink jet printer Pre printed laser forms to print onto preprinted laser forms Continuous dot matrix forms are no longer available in the T4 TimeSaver Sort Returns by If you select Sort returns by Company T4 TimeSaver will print copies 2 3 copy 1 and then copy 4 for the first company and then repeat for each remaining company If you select Sort returns by Copy Number all of the copy 2 3s will print followed by all of the copy 1s and finally all of the copy 4s 9 4 T4 TimeSaver User Manual Order of Slips Choose the order in which you wish the slips to print from the given options The options will change depending on the type of slip to be printed Options Whenever a facsimile or pre printed laser form is being printed the option to Pause between copies for paper change will be available If this option is checked the program will prompt you to change from the paper for copy 2 3 to copy 1 and then to copy 4 when appropriate You may elect to print inactive nil forms These are slips that have all dollar values set to zero These slips will not print unless this option is checked For some forms you will have the option to print French instructions on copy 2 3 Y
35. of employee contributions Box ui Dm Minus remittances Box 82 oo Distributions Box Le Balance due Overpayment oo Selling price of an interest in RCA Box 18 Amount enclosed oo Person to contact about this return First name Surname Telephone number Data entry complete Certification Recalculate Name and surname in capital letters More Info Position or office Date Printed OK Certification The default certification name and position entered on the New Company Defaults tab of the Setup menu will appear in this area If no default name was entered these fields will be blank In either case you can change the information at this time More Info Contains the company category printing dates and date filed by Magnetic Media if applicable Entering Summary Information 8 11 T5 Summary D Eile Company Forms Reports Tools Setup Window Help l8 x FistCompary JDiSBI al Jill T5 Summary Information Information return for year ended December 31 H If this is an amended T5 summary check here T5 Slip Totals Total number of T5 ps V English French Language of choice for correspondence Filer identification EE number If this is an additional T5 summary check here jw If you have filed a T5 information retum betore check here Royalties from Canadian sources 0 00 Actual dividends non eligibl Capital gains dividends 0 00 Accrued inc
36. selected list click on Close Or click on Filter to select the companies to include by data entry status printing status company category or with a specific type of slip See the section entitled Using Filters at the end of this chapter Copies of Report Type in the number of copies you require Output Report to Select one of the options listed below Display shows the report on your computer monitor or Printer prints the report on paper Options Allows you to choose whether or not you want to include the address information Current Printer This command button accesses the Print Setup dialog box where you can select the default printer for printing Company Summary Reports and the source paper tray manual etc of the paper Using Filters The Filter button allows you to select which companies to include in a report based on data entry status printing status magnetic media status or company category The report generated will contain information for the companies that meet the criteria you select all other companies will be filtered out When you click on the Filter button the Select Companies by Filter window appears Producing Reports im Select Companies by Filter Report subtitle Ze Data entry complete Data entry not complete Magnetic Media Status IV Select on magnetic media status C Magnetic media processed Magnetic media not processed Date processed r Slip Type S
37. should also enter as much of the requested company information as possible when you add a new company ion T4 Adjustment Options Company Name and Address Other Information Name NEW COMPANY oo IR Taxation Services Office Ne Street Gem address Default province of employment LJ City Province Employer s El rate 1 4000 Postalcode ___ gany Qu bec Identification and FleNo E Replicate Company S Address Qu bec Enterprise Number NEO y O Default Employee Address Web Access Code Ir Street Company category code address City Province Postal code County SES Replicate Employee Address You must enter a valid business number if you wish to file slips and summaries for this company using magnetic media processing T4 TimeSaver will automatically use the default values for the Tax Centre the Taxation Services Office Code and the Default Province of Employment that you entered on the New Company Defaults tab in the Setup menu You may make any changes required for this particular company by simply typing in the correct information The company category field is a self defined field that allows you to group the companies into categories Enter a different company category name for each group of companies you require This will allow you to print reports that include only the companies in the specified category See Using Filters in Chapter 9 5 2 T4 TimeSaver User Manual T4 Adjustment Op
38. the T4 Adjustment Options tab You can make any changes necessary for individual companies and also enter the S I N number of the employee to receive the transfer of over remittance of CPP EI if you choose If you are entering data for more than one company you may want to select the appropriate options on the T4 Adjustment Defaults tab in the Setup menu These global default options will then be used for each new company you setup 7 2 T4 TimeSaver User Manual NOTE DEFAULT VALUES ENTERED IN SETUP WILL BE REFLECTED IN NEW COMPANIES ONLY TO CHANGE VALUES IN EXISTING COMPANIES SELECT EDIT COMPANY INFORMATION FROM THE COMPANY MENU T4 Adjustment Options CPP QPP Adjustment Options Transfer Over Remittance w Adjust if over maximum under required minimum Transfer over remittance of CPP EI to employee with the following SIN M Adjust based on number of pensionable weeks Maximum number of pensionable weeks Increase gross pay of above employee by amount of over remittance EI Adjustment Options Other Options i Adjust El premiums if over annual maximum Adjust CPP EI OPIP differences greater than M Adjust El premiums based on insurable earnings Adjust CPP EI OPIP to calculated amounts even if there is insufficient f Adjust insurable earnings based on El premiums tax to offset the adjustment QPIP Adjustment Options bass Iw Adjust OPIP premiums if over annual maximum Iw Adjust OPIP premiums based on insurable eamings
39. the company or Summary report which lists the total adjustments for each company Current Printer This command button accesses the Print Setup dialog box where you can select the default printer for printing Adjustment Reports and the source paper tray manual etc of the paper Note An asterisk beside a S I N indicates that the S I N value is invalid See GIN validation in Chapter 6 Printing Edit List Reports A complete edit listing of all the slips can be produced for all types of slips To generate this report choose the type of slip from the Reports menu and then select Edit List from the list of available reports A dialog box will open which will allow you to select the companies to print an Edit List Report for and the printer to print the reports on Companies Select one of the three options listed below All to print the Edit List report for all companies in the current database Current to print the Edit List report for only the current company or Selected to print the Edit List report for the companies you select If you choose Selected click on the Select button to get a list of the companies contained in the current database Choose the companies you wish to print the Edit List Reports for using the Select Unselect Select All and Unselect All buttons When all the required companies have been added to the selected list click on Close Or click on Filter to select the companies to include
40. the appropriate box es if you want to clear the CPP exemption fields the El exempt fields the T5013 Details boxes and or to initialize the partnership forms Select Source Directory Choose the drive and directory that contains the 2006 databases you wish to convert The T4 TimeSaver will automatically find and list all the files having a t06 extension The t06 databases will not be deleted Tools 11 5 Select T4 TimeSaver file s to be converted Highlight the file s you wish to convert T4 TimeSaver will create a new file with the same name but a t07 extension in the same directory as the original 2006 database Only the highlighted files will be converted when the Convert button is clicked Select Destination Directory Choose the drive and directory in which you wish to store the 2007 database The directory can be the one containing the 2006 database or you can create a new one each year Import Import from Text File Note Appendix G contains important information regarding Importing from text files If you have information in a payroll package or another tax slip preparation software product and you would like to import this information into T4 TimeSaver you can do so if the software allows you to export to a spreadsheet or text file You can import both company information and information for individual slips Creating an import file The files that T4 TimeSaver imports are tab delimited text files The fo
41. the disk drive either A or B you wish to send the output to Be sure to place a blank formatted diskette in the drive you selected If you are submitting returns over the internet please remember that only the following returns may be submitted over the internet CRA T4 T4A T5 NR4 T4ANR T1204 and originals only of the T5018 MRQ RL 1 RL 2 RL 3 and RL 25 See the Internet Filing selection below for further details Edit Transmitter Information Pressing this button will allow you access to the information stored on the Magnetic Media tab of the Setup menu You can add missing information or edit existing data Clicking on the OK button will return you to the magnetic media dialog box File Slip Type The data type original or amended cancelled that will be filed is displayed here Current printer This area displays the current printer The Select command button accesses the Print Setup dialog box where you can select the default printer for printing Magnetic Media Reports and the source paper tray manual etc of the paper Process Pressing this command button will begin the processing of the magnetic media You will be prompted to insert formatted diskettes when needed and given a filename to put on the diskette label The magnetic media transmittal reports required by MRQ will print automatically once the processing is complete There Filing by Magnetic Media 10 7 is no need to submit a transmittal report with feder
42. to CRA Amount Enclosed Enter the amount to be enclosed with the T4A Summary form Recalculate Recalculates the calculated values returning overridden values to the calculated value Page 2 Contains additional information required for the T4A Summary P File Company Forms Edt Reports Tools Setup Window Help lalx Eom JDlelalel sl ellela zi T4A Summary Information Page 2 Rey Canada issued numbers for RPP or DPSP SINs of proprietors owners f NEE EE Person to contact about this return Certification Year First name Suname II Name and sumame in capital letters Telephone C amp extension C Position or office Date Printed Data entr complete Recalculate Page 1 Page 2 More Info DE 8 6 T4 TimeSaver User Manual Person to contact about this return The default contact name and phone number entered on the New Company Defaults tab of the Setup menu will appear in this area If no default name and number were entered these fields will be blank In either case you can change the information at this time The default certification name and position entered on the New Company Defaults tab of the Setup menu will appear in this area If no default name was entered these fields will be blank In either case you can change the information at this time More Info Contains the company category printing dates and date filed by Magnetic Media if applicable Entering Summary Information 8 7 T4A N
43. to identify the type of recipient 1 if the beneficiary was an individual 2 if the beneficiary was a joint account two individuals 3 if the beneficiary was a corporation 4 if the beneficiary was an association a trust fiduciary trustee nominee or estate a club a partnership or other 5 if the beneficiary was a public body municipality or government agency 6 if the beneficiary was the spouse of the settler or of the deceased Rel ve Code Indicate whether the current slip is an amended or amended slip Enter 0 or leave blank if this is the original slip Enter 1 if this is an amended slip this slip changes the financial or identification information of a slip previously submitted Cancelled Check this field if the slip has been cancelled 6 34 T4 TimeSaver User Manual Relev 15 Input Window Partner s name and address Goto CID Name Il DI Bootes 1 15 5 Tax Shelter CORI 2 Boxes 16 27 6 Flow thru E DE Address d 3 Boxes 28 37 Z Details Rone Ciy P 4 Boxes 38 41 Hd os Recalculate Posa Report code SIN or other id number Partnership id number Boxes 1 15 1 Net Cdn foreign 2 Net foreign 3 Net Cdn foreign 4 Net foreign rental 5 Capital cost bus income loss business income rental income loss income loss allowance BA Actual amountof 6B Actual amountof 7 Interest from 8 Foreign dividends 9 Patronage dividends eligible dividends ordinary
44. total Salaries value If the value contained in the box labeled Boxes A Q is the same as the total salaries leave the Adjustments box with the default value of 0 00 In the Exempt box enter any salaries and wages paid by a new corporation and exempted from the contribution You will need to attach a completed copy of the chart found on page 2 of the Summary of Source Deductions and Employer Contributions The amount subject to FSS is calculated and the rate is applied based on the formula described in the RL 1 guide Contribution to CNT Enter the remuneration subject to contribution to the financing of the Commission des normes du travail CNT as calculated on form LE 39 0 2 V in the box labeled Remuneration subject to contribution Contribution to FNF Enter the value of the eligible training expenditures in the box so that the contribution to the Fonds national de formation de la main d oeuvre can be calculated Note that if the total payroll sum of boxes A and Q is less than one million dollars no contribution to FNF is required Page 3 Contains additional information required for the RL 1 Summary 8 20 T4 TimeSaver User Manual gt File Company Forms Reports Tools Setup Window Help 8 x a Page 3 Other Information EE Enter identification number in Company E dit Year Identification No Date of statement Previous name No RL slips on paper No RL slips on mag media No RL slips via the
45. values will be displayed on the Partners page of the TP 600 and used to distribute the summary values amongst the partners on the RL 15 slips for each partner Partner Code Box 40 Enter one of the following valid options 0 for limited partner 1 for specified partner 2 for general partner Recipient Code Box 41 Enter one of the following valid options 1 for an individual 3 for a corporation 4 for a trust or partnership Recalculate Click on this button to redistribute the amounts given on the summary according to each partner s share You have the option of recalculating all fields or only those fields that have not been overridden Go To Use these buttons to switch between pages of input fields Boxes 1 15 Displays boxes 1 15 Boxes 16 27 Displays boxes 16 27 Boxes 28 37 Displays boxes 28 37 Boxes 38 41 Displays boxes 38 41 Tax Shelter Displays tax shelter boxes 50 55 Flow thru Displays flow thru boxes 60 66 Details Displays details field for text 7 36 T4 TimeSaver User Manual Chapter 7 Adjusting T4s and Releve 1s Making adjustments to T4s and RL 1s There are two methods of adjusting the T4s and RL 1s The first method is to use the Adjust this T4 R1 icon or select Adjust unadjust this T4 R1 from the Edit menu to adjust only the current employee The adjustments will be made based on the adjustment options selected for the current company These adjustments will not be reflected in the
46. 1472583634 12 Complex sharing arrangements 750134 required for this Limited partnership net income loss 20 Limited partnership 20 1 Agricultural 21 Limited partnership 22 Limited partnership 22 1 Limited partner s farming income loss income stabilization fishing income floss bus income loss at risk amount bo 0 00 0 00 0 00 Dm 22 2 Limited partner s 23 Limited partnership 24 Limited part loss 25 Previous loss adj at risk amount rental income loss for cartyforward cary forward 27 Retum of capital 0 00 Name The recipient name should be entered with the surname first followed by a comma and then the first name The name can be formatted easily by pressing the F5 key The T4 TimeSaver program will change the surname to block letters ensure that the first letter of the first name is capitalized and insert a comma if none was entered e g SMITH John Pressing the F8 key will reverse the first and last names e g John Smith will be changed to SMITH John Country Code Enter the appropriate three character country code or select it from the drop down list to indicate the country of residence of the recipient See Appendix E for a full list of the standard three character country codes Member Code Enter one of the following valid codes to identify the types of recipient 0 for a limited par
47. 2007 T4 TimeSaver User Manual e TIMESAVER Copyright 1987 2008 ELM Computer Systems Inc All rights reserved TABLE OF CONTENTS Chapter 1 Introduction i e Ee N Gee We Ke RE KG GR EG REK ED EG GAN ER ed 1 7 About PASTIMES AE aara r aE eT E ADE Ene 1 7 aste ale ee Le EE 1 7 PREC IVING RE e 1 7 Requesting System Enhancements AEN 1 2 Hardware hedlitemeints ss EE SERE EEN KERS EES GE Ee EES ER vias Ee ERG ER Ge Kees e 1 2 License Agreement se ee cassette ca ve GE Ee avi ee ge ee ee ee eb ee ee 1 3 Warranty Information E 1 4 Chapter 2 Getting Started sesse ss ede GE Ge ede Ge Geb Ke EE Ee Ge EG GEL Ee EE 2 5 ler ee EE 2 5 Starting th te el 2 2 et le EE 2 2 User Names and Passwords Plus version oh 2 3 PRIVACY ee DEE 2 4 What s on the T4 TimeSaver Window ee 2 4 WISG OF SPS tal ROY EE EE EEIN TEDE 2 4 Toolbar ee 2 6 INDUL CONVENTIONS OE atte aie etn ait A itn ett Aiea oh are 2 7 Getting Help ESE ER eas Sees ER EE a aaee Sees cas eee av Greve as ieee Ee cee 2 8 Chapter 3 Working with Databases cccccceesseeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeees 3 9 ne 3 9 OpenimdzDatabase iS nian aaa aad 3 2 Reeg RRE 3 2 D letiiara Database RE EE e Ie AE Ee EE EG ER De 3 2 GE ole RRE 3 2 Finding a Database Ee Ee Ee ee n DE 3 2 Chapter 4 User Setup Options see EE RR RE ER REGEER RR RE RR EE RE EG G EE ER R R KEEE 4 3 Data EN Tabs tr ie een oe en ek Den E AEA ER n ee We ee ee ee RE AR gett 4 3 T 4
48. 3 Index Adjustment Options do not adjust CPP do not adjust EI do not adjust QPP SE Adjustment Reports PEINS n EE E 5 5 9 7 All Slips Le 5 4 6 6 Amending EN OT A Data Backup a B Technical Note 12 1 C Common Probleme 12 2 D Province State Codes A 12 5 E Country Codes iese see se se see se se se se ee 12 6 F Equivalent Fields 12 7 G Filing Requirements 000 0 ccc 12 8 H Forms available with T4 TimeSaver 12 8 I Summary cancelling 1 0 0 ccc 12 8 J Headings for Import Hie 12 8 Authorization ee ee ee ee ee Re ee 2 2 Calculated Fields overriding EE OE EE ners 6 3 CalculatoF a8 ot es ese saben eo eb EA Ee 11 9 Cancelling SIDE Ge sats GE ge ee ee EE a 12 8 SUMMAT ES ees ee Re AR ee Re ee ee 12 8 CALE SOT ER RE EE 9 11 USE NE EE EO 5 5 CD Tim te ees he ates 10 7 Change T4 Adjustment Options cee 11 10 Class Number is fatto EE eins 6 22 Codes COUNTY EE 12 6 province state ooo iese sesse ee ee ek ee ee ee ee 12 5 Common Probleme 12 2 Company CAE BOLY PAR Ee 5 5 9 11 e EE 2 6 5 5 ET AE N EE OE EN 5 4 editing e editing information cece ee ee ee 5 2 Ehe EE 2 6 5 3 refresh is EE DS EE 5 5 S leetings EE RE RA NEA 2 6 5 2 transfer UNLOCK ee e Company Information default values eie sesse see ee Ge ke ee ee ge ee d 2 eli EE 5 5 T4 TimeSaver User Manual Company Summary Report PLING Se Aere eh BE c
49. Adjustment Details TaD EER GEE a ka a cea eat ch EE os Dek 4 2 New Company Defaults Tab DEE OE ED ED Ge EE ei DE EE 4 2 Magnetic Media Tabs as nun ete ee eet eat 4 2 User Administration Plus version only 4 3 Database Access eebe EENEG 4 4 Contribution Rates and Constants en 4 4 Chapter 5 Company Information esse ees ee EER EER E ERGE EER Re RE 5 5 Piek Ee ole EE 5 5 Selecting a ue UE 5 2 Editing Company Inioimal os EI RE EE GE EE ESE Ie Ee ee 5 2 PINGING a COMPANY 2444044 ER aw nian aia al ee ee ae eet 5 3 Deleting a Company EE 5 4 Remove UE ER 5 4 Remove Inactive Slp N RE RR OE N N ste 5 5 Adjust Unadjust Company s Tee Eiere 5 5 Unlock all companies in database EE EE ER ge Ke EE aaa 5 5 Refresh from RRE 5 5 Chapter 6 Entering SIIDS ss esse sk Re N Gee We KERE EG EG Re ER ER NE ED Ee GAN UR di 6 6 1A Ke elle eko ls AA ER es 6 6 Del tiid fee e 6 6 stud Bee EA RR IE 6 6 Removing Inactive Slips ee ESE EE GE IE EE DS EE DE EG DEE 6 6 leie Ke 6 2 SOfINE SIES SEG e eee GE ER EE Ge Es 6 2 EEG UNM Data ES E GE te Re ee Ee ee GE ee De Re EE es 6 2 Overriding Calculated Fields AAA 6 3 NR4 Input Window EEN 6 4 BE leet WINDOW EE 6 6 TAS nee VV OW ois N ER EA EA N 6 9 TAA Input WNdOW RR EE EE aaia aaa 6 11 T4A NR Input WIRAdON SE tis Ee EE ee ee ae ee De ee Ee ae 6 13 T4A P Input Window ies RE Ee SE RR EG eae IR SE Ge De ER De De 6 15 TA4ARGA AAgUEWINAOW EE 6 16 HE ITU WOO ES GE E E Ee EE 6 17 T5013 Input Window Plus ve
50. Anytown ac Other deductions 0 00 OK j Postal code H1A 2B3 Country CAN Net Pay 0 00 Go to RL L acy 5 5200 Amended 10 Prov of employ 12 SIN 29 Employ code CPP pens weeks Year Void 14 Employment 16 Employee s 17 Employee s 18 Employee s 20 Pension plan 22 Income tax 24 Elinsurable income CPP contribution QPP contribution El premium contributions deducted earnings 0 00 0 00 0 00 0 00 0 00 0 00 26 CPP OPP 28 Exempt Do Not Adjust 44 Union d 46 Charitable 50 Pensionplan 52 Pension eamings CPP QPP CPP QPP niondues donations DPSP number adjustment 0 00 J EI Bie 0 00 0 00 0 00 PPIP J PPIP SS PRP 56 PPIP insurable Boxes gt gt premiums earings Amounts gt gt am mm 0 00 0 00 0 00 v v Employee no Boxes gt gt Amounts gt gt 0 oo 0 00 0 00 Employee Name The employee name should be entered with the surname first followed by a comma and then the first name The name can be formatted easily by pressing the F5 key The T4 TimeSaver program will change the surname to block letters ensure that the first letter of the first name is capitalized e g SMITH John and insert a comma if none is entered Pressing the F8 key will reverse the first and last names e g John Smith will be changed to SMITH John Province Code T4 TimeSaver will automatically insert into Box 10 the code for the province of employment entered on the Identification tab of the Company Information You may of cou
51. Bobs Company 75013 Summary Eile Company Forms Edt Reports Tools Setup Window Help WONDERFUL WORLD oeuglplepia ei clip EI _ amp Identification B General C1 Totals C2 Totas D E Checklist E Certification Partners Section D Miscellaneous Information 01 Is this a publicly traded partnership x 02 Does the partnership have operations in more than one jurisdiction I If yes enter jurisdiction codes bot dt td tt E T 03 Is this partnership a member of another partnership Li If yes please give the name address and identification number of the other partnership Name 04 Patnershosi DT Addr 06 City 07 Prov 08 Postal code 09 If ves provide that partner s name 10 If the partnership reports rental income is the rental property p u the principal residence of any of the partners 12 Did you pay someone to prepare this information retum r 13 Did the partnership donate any cultural or ecological gifts 7 I Data entry complete Recalculate More Info The three pages of this section give miscellaneous information regarding the partnership Check each box to indicate a Yes response or leave blank for a No response In many cases further information will be requested if the response is Yes Entering Summary Information 8 15 Area E Checklist This section gives a list of all the document
52. E De E 5 5 7 3 7 4 EERremtpon eege de dee ege Ee 6 7 Eligible dividends federal tax credit ees ee ee ee 6 18 6 30 TELE taxable amount N Enhkocementfe esse ees se ee ke Ge ke ee ee ee Equivalent Fields T4 and Relev 1 sing 12 7 TS and Relev 3 slips sesse see see se ee ee ee 12 7 Equivalent Fields AAA 12 7 Exempt CPP OPP SS ES SERE sean 6 7 ORE TERE EE EA 6 7 Exemption Code INRA OE OE AA ES 6 4 EE 11 9 Facsimile OS ne eae 9 3 12 3 Filing Requirements ii sees se ee ee ee se 12 8 Filters IE OE a S 9 10 10 5 Find EURO EE 2 6 5 3 databaSe is SE ESE ea roi gta 3 2 SIDE ESRA Ee eg ee hes 2 6 6 2 French T4s DDR AR EE enn anri Function Keys AA Hardware Reguirements o ER EE EE IE Send dat AD ASC sex sierosa nasisisi neriie send email GE headings oi ic Zeite 12 8 company information KIC 12 11 REGUS SIPS gegen as ees 12 25 Kellere ie Verstees See Dee 12 26 LEE RL 25 slips 5 T1204 slips OK ER EE 12 9 T4A slips o T4A P EE EE 12 16 T4A RCA singe 12 17 T4A NR slips TAPS slips TS RL 3 slips P T3013 SPS OE N AE N P5018 N N Inactive Slips PVN ee ee sene aeeoea ae e EEE ees 9 4 LEE 5 5 6 6 Income e 6 4 Input e TE 2 7 Installation ut Updates EE EA UA A Oe ea Internet ROT 10 8 License Agreement 1 3 Magnetic Media E KEE 10 7 default setttugs ee ee ek ee ee ee ee d 2 BAD GE N N a 10 7 ELLEN 9 11 transmitter pumberg iese see
53. EMPLOYEE A 1 Apple Ave Willowdale ON M2J 1Z2 A100 471 EMPLOYEE B 2 Burton Blvd Etobicoke ON M8X 2J9 A101 472 EMPLOYEE C 3 Carling Cresc Thornhill ON L4J 5J1 A102 473 4 EMPLOYEE D 4 Davis Drive Mississauga ON L4W 2W2 A103 474 8 ICOMPANY NAME1 ADDRESS1 ADDRESS2 CITY PROV POSTAL 9 JCOMPANY Your Company 200 Thornton Drive Unit 202 Oshawa ON L2T 312 NAME ADDRESS1 CITY PROV POSTAL EMPNUM SIN EMPLOYEE E 5 Edwards Crt North York ON M2H 3B4 B200 571 EMPLOYEE F 6 Fortescue Blvd Scarborough ON M3B 4G5 B201 571 NAME1 ADDRESS1 CITY PROV POSTAL COUNTRY EMPLOYEE G 7 Grand Gulf Road Richmond Hill ON L2R 373 Canada EMPLOYEE H 8HillHouse Ave East York ON M5V9C6___ Canadas Cl 11 8 T4 TimeSaver User Manual 9 Save the spreadsheet as a tab delimited text file The columns must be separated by tabs Add a TXT extension to the filename The TXT extension is not required however if you use the extension T4 TimeSaver locates the file more quickly 10 Start T4 TimeSaver From the Tools menu choose Import from Text File and enter the name and path of the file you just created Click OK What happens T4 TimeSaver adds the data to the database you currently have open and updates summaries as needed For example if you have imported a list of T4 slips T4 TimeSaver updates the T4 summary with the totals of the slips Import from Magnetic Media File If you have information in a magnetic media file and you would like to import this inf
54. ID Recipient s ID box 12 Text 16 1 Limited partnership income loss Boxes 20 27 NETFARMINGACC Farming income box 20 Currency NETFARMINGACCCAIS Farming income box 20 Currency NETFISHINGACC Fishing income box 21 Currency NETTOTALBUSINESSACC Bus Income box 22 Currency ATRISK At risk amount box 22 1 Currency 12 20 Heading ATRISKADJUSTED NETRENTALACC LOSSCARRYFWD PREVLOSSCARRYFWD RETURNOFCAPITAL GENERICEXBOXCODE_A1 GENERICEXBOXX_A1 GENERICEXBOX_A1 GENERICEXBOXCODE_A2 GENERICEXBOXX_A2 GENERICEXBOX_A2 GENERICEXBOXCODE_A3 GENERICEXBOXX_A3 GENERICEXBOX_A3 GENERICEXBOXCODE_A4 GENERICEXBOXX_A4 GENERICEXBOX_A4 T4 TimeSaver User Manual Description Adj at risk amount box 22 2 Rental income box 23 Loss carry forward box 24 Prev loss carry forward box 25 Return of capital box 27 Generic extra box 1 code Generic extra box 1 descr Generic extra box 1 amount Generic extra box 2 code Generic extra box 2 descr Generic extra box 2 amount Generic extra box 3 code Generic extra box 3 descr Generic extra box 3 amount Generic extra box 4 code Generic extra box 4 descr Generic extra box 4 amount 2 Canadian and foreign net business income loss Boxes 35 34 RECONCILEDNETBUSINESS RECONCILEDNETPROFESSIONAL RECONCILEDNETFARMING RECONCILEDNETFISHING OTHERINCOME GROSSTOTALINCOME Business income box 35 Professional income box 37 Farming income box 41 Fishing income box 43 Other income
55. L Description Business number box 61 Partnership s filer ID box 86 Sole proprietor s last name Sole proprietor s first name Sole proprietor s initial Headings for RL 2 Slips NAME1 NAME2 ADDRESS1 ADDRESS2 CITY PROV POSTAL COUNTRY SOURCE1 BENEFICIARYNUM ANNUITY BENEFIT OTHERPAYMENT REFUNDRRSPSPOUSE DEATHBENEFIT REFUNDRRSPUNDEDUCTED REVOCATION OTHERINCOME DEDUCTION TAX INCOMEAFTERDEATH LIFELONGLEARNING TAXPAIDAMOUNT SIN Recipient name line 1 Recipient name line 2 Address line 1 Address line 2 City Province code Postal code including space Country in address Source of income Employer assigned number Life annuity payments amount RRSP RRIF DPSP benefit amount Other Payment amount Refunded RRSP amounts Value of benefit at time of death Amount of refunded excess RRSP Value of benefit before amendment All other income Amount giving entitlement to deduction Amount of Qu bec tax held at source Income earned after death amount Life Long Learning Plan amount Tax paid amount Spouses social insurance number T4 TimeSaver User Manual Type Comments max size Examples amp Defaults Text 15 Text 9 Text 20 Text 12 Text 1 Text 30 Required field Text 30 Text 30 Text 30 Text 28 Text 2 Text 10 Text 3 CAN USA etc Text 6 Text 20 Currency Box A Currency Box B Currency Box C Currency Box D Currency Box E Currency Box F Currenc
56. ML is the default file type designator required by CRA T4 TimeSaver Plus is able to submit returns for multiple companies over the internet in a single file which can be no larger than 610kb in size As in this case you would be acting as an agent for multiple companies you must use your own Business Number and Web Access Code to access the CRA website T4 TimeSaver Basic is limited to submitting returns for single companies over the internet As above the file can be no larger than 610kb in size Internet Filing to Minist re du Revenu du Qu bec To file a Revenu du Qu bec submission via the internet go to the following website and follow the directions for setting up a use word and password http www revenu gouv dc ca eng services sgp rl internet index asp Then follow the filing directions given You must follow the naming convention below for submissions to the MRQ AAPPPPPPSSS Where AA denotes the year of the submission for 2007 AA 07 PPPPPP denotes the transmitter number SSS denotes the sequence or submission number beginning at 001 and incrementing by 1 for each subsequent submission 11 10 T4 TimeSaver User Manual Chapter 11 Tools Transfer Companies Use this function to transfer one or more companies from the current database to another database Set the destination database by selecting an existing database or creating a new one Indicate which company ies you wish to transfer using the Select Unselect Sel
57. R Summary gt File Company Forms Reports Tools Setup Window Help e x Fases JDlepiwl ei llela a T4ANR Slip Totals Total TAANR slips filed Box 88 i Total tax deductions Box 22 oo Gross income Box 18 oo Minus remittances Box 82 Dm Travel expenses Box 20 o Balance due Overpayment 8 00 Amount enclosed Person to contact about this return Certification First name DONATA DEEN Name and sumame in capital letters Position or office Date Printed SINs of proprietors or principal owners Year Ld CT Data entry complete More Info OK Remittances Enter the amount of money already remitted to CRA Person to contact about this return The default contact name and phone number entered on the New Company Defaults tab of the Setup menu will appear in this area If no default name and number were entered these fields will be blank In either case you can change the information at this time Certification The default certification name and position entered on the New Company Defaults tab of the Setup menu will appear in this area If no default name was entered these fields will be blank In either case you can change the information at this time Recalculate Recalculates the calculated values returning overridden values to the calculated value More Info Contains the company category printing dates and date filed by Magnetic Media if applicable 8 8 T4 TimeSaver User Manual
58. Revenu with a list of the names and the active identification and file numbers of all filers for whom you are submitting data for the year You must also specify the type and number of RL slips being filed on each filer s behalf A magnetic media submission may not contain multiple sets of media A submission can contain only one type of return but may contain returns for multiple companies T4 TimeSaver enables you to process original amended and cancelled RL slips on magnetic media Filing on magnetic media eliminates the need to file paper copies of the slips with the Minist re du Revenu However paper copies of summaries must be sent under separate cover to the address given in the guides for filing the returns Do not send them to the address that you use for data filed on magnetic media Shipping Instructions 1 The following information must be clearly marked on each diskette CD or DVD a the type of RL data for example RL 1 b the transmitter s name and transmitter number c the sequence number of the magnetic medium for example 1 of 3 d the name and telephone number of the resource person 2 Enclose a completed copy of form ED 400V formerly OPR 400 V Description of Magnetic Medium for each diskette CD or DVD set you submit 3 Send your package to the following address 10 4 T4 TimeSaver User Manual Groupe de promotion de VEDI et d acquisition des donn es lectroniques Direction g n rale
59. TRANS Lump sum payments not eligible for trans Currency BOX24CODE Box 24 code Integer 2 0 10 13 15 Appendices 12 15 Heading DPSPANNUITY IAACANNUITY BOX26CODE RETIRINGSI BOX27CODE RETIRINGNONSI BOX28CODE OTHERSI OTHERDPSP BOARDSITE MEDTRAVEL LOANBENEFIT RESEARCH SCHOLARSHIP WAGELOSS DEATHBENEFIT MEDBENEFIT DISABILITY GROUPTERMLIFE VETERANSBENEFIT TAXDEFPATDIVIDENDS RPPPRE1990 FNOTEDESC BOX32CODE BOX40CODE RESEARCH CHARNO1 CHARNO2 CHARNOS BOX32CODE Description Instalment or annuity payment under DPSP IAAC annuity Box 26 code Status Indian eligible retiring allowance Box 27 code Status Indian non eligible retiring allowance Box 28 code Status Indian other income Instalment or annuity under revoked DPSP Board and lodging at special work sites Medical travel Loan benefit under subsection 80 4 2 Research Grants Scholarships fellowships or bursaries Income from wage loss plans Death benefits Medical Premium benefit Disability benefits Group Term Life Insurance Benefit Veteran s benefits Tax deferred patronage dividends RPP pre 1990 past service Footnote description area Box 32 code Box 40 code Research Grants Charitable Registration Number 1 Charitable Registration Number 2 Charitable Registration Number 3 Box 32 code Type max size Currency Currency Integer 2 Currency Integer 2 Currency Integer 2 Currency Currency Currency Currency Currency Cur
60. Tunisia TUR Turkey ARE United Arab Emirates GBR United Kingdom USA United States of America URY Uruguay VEN Venezuela VIR Virgin Islands US YUG Yugoslavia ZMB Zambia OMC All other countries Appendices 12 7 Appendix F Equivalent Fields Equivalent fields on T4 and Relev 1 Slips The following fields are always identical on a T4 slip and a Relev 1 slip Changing a value on either the T4 or the Relev 1 will result in the same change in the corresponding field of the other form Box 17 QPP Box 18 El Box 20 RPP contribution Box 46 Charitable donations Box 55 PPIP premiums Box 56 PPIP earnings Box B QPP Box C El Box D RPP contribution Box N Charitable donations Box H QPIP premium Box QPIP earnings Equivalent fields on T5 and Relev 3 Slips The following fields are always identical on a T5 slip and a Relev 3 slip Changing a value on either the T5 or the Relev 3 will result in the same change in the corresponding field of the other form Box 10 Am t of non eligible dividend Box 24 Am t of eligible dividend Box 13 Interest from Cdn sources Box 14 Other income from Cdn sources Box 15 Foreign income Box 16 Foreign tax paid Box 17 Royalties Box 18 Cap Gains Dividends Box 19 Acc d Income Annuities Box A2 Amt of ordinary dividend Box A1 Amount of eligible dividend Box D Interest from Cdn sources Box E
61. Window Help 5 x NEW COMPANY DIzlBla al Sl Bla NR4 Summary Information Year ending Dec 31 Estates trusts fiscal year end Non resident account no Filing as TSO Code F disbursing agent NR4 Slip Totals Total number of NR4 slips Box 88 ti Reported tax withheld Box 22 Dm Reported gross income Box 18 oo Unreported tax withheld Box 28 oo Unreported gross income Box 26 oo Total gross income 18426 Box30 DO Minus remittances Box 82 Total tax withheld 22 28 Box32 0 00 Balance due Dverpayment Person to contact about this return Data entry complete Name Telephone number Certification More Info Position or office Telephone number Date Printed OK Non resident Account Number Enter the account number under which non resident tax deductions are remitted This number has to match the account number shown on the remittance part of Form NR76 Non Resident Tax Statement of Account Unreported Gross Income Add the gross income reported on Forms NR601 and NR602 8 2 T4 TimeSaver User Manual Unreported Tax Withheld Add the non resident tax amounts reported on Form NR601 Remittances Enter the amount of money already remitted to CRA Person to contact about this return The default contact name and phone number entered on the New Company Defaults tab of the Setup menu will appear in this area If no default name and number were entered these fields will be blan
62. Y CAUSE IS THAT NO DATABASE IS OPEN IN T4 TIMESAVER YOU WILL ONLY BE ABLE TO CREATE COMPANY INFORMATION IF A DATABASE IS OPEN IN THE T4 TIMESAVER Closing a Database Close the current database by selecting Close database from the File menu The database must be closed to allow you access to the file through your operating system in order to move or backup the file without closing T4 TimeSaver Deleting a Database Ensure that the database you wish to delete is closed Select Delete database from the File menu Locate and highlight the name of the database to be deleted and then click the OK button You will be asked to confirm the deletion Renaming a Database To rename an existing database you must first close the database Select Rename database from the File menu Locate and highlight the name of the database you wish to rename and click the OK button You will be asked to enter the new name of the database file Ensure that the correct filename is entered including the path and the t07 extension and again click the OK button Finding a Database To find an existing database you can select Find database from the File menu You will be asked to specify a folder in which to look for database files from either the current taxation year the previous taxation year or both All sub folders of the specified folder will also be searched Working with Databases 4 3 Chapter 4 User Setup Options T4 TimeSaver comes with many user
63. a into Toronto 416 495 1624 this year s program support t4timesaver ca ak EE We are confident that once you have experienced the power and ease of use of this time saving tool you will want to become a registered user of T4 TimeSaver Place your order and join thousands ELM Computer Systems Inc of Canadian companies already using this excellent productivity tool 502 Gordon Baker Road North York Ontario M2H 384 Exit 7 Order Online Registration How to Order The opportunity to register will be available every time you start the program until registration has been completed T4 TimeSaver program is copyright c 1987 2007 by ELM Computer Systems Inc Please refer to the License Agreement in Chapter 1 for full details of the agreement between ELM Computer Systems Inc and users of the package User Names and Passwords Plus version only Every time T4 TimeSaver Plus is started you will be prompted for your user name and password You can enter any name you wish to for a username There should be a unique user name assigned to each person or workstation The first time you enter a new user name you must also enter a password which will be assigned to the user name You will be asked to confirm that this is a new user name You can change the password by selecting the Change password option from the File menu Each user name is associated with a corresponding user profile The user profile contains the user sett
64. ace d with the drive letter in which the install CD is located Click OK to continue To install T4 TimeSaver from the internet follow these steps 1 Download the installation package from our website http www t4timesaver ca contents t4_timesaver_downloads html 2 Close all open applications to avoid possible conflicts with open programs 3 Click on the Windows Start button For XP select Run from the menu displayed for Vista type Run in the search box Type location t4setup replace location with the name of the folder to which you downloaded the installation package Click OK to continue 2 2 T4 TimeSaver User Manual When the setup program begins follow the directions on your screen lt 2 T4 TimeSaver Installation C Network Administrator Workstation Installs a copy of T4 TimeSaver on your hard disk Network Administrator Installs the application and node setup program on the file server Each user can then run T4NODE EXE to copy the files necessary to run the application without copying all the files to their hard disk lt Back Cancel Workstation Installation Select Workstation from the Select Install Type window This will install the program on either the local hard drive or any network drive available to the computer placing all resources required by the software only on the local workstation Network Administrator Installation Select Network Administrator from the Select Install T
65. adian dollars identify the foreign currency according to the ISO International Organization for Standardization 4217 Codes for the Representation of Currencies and Funds Enter the appropriate three letter alphabetical or three digit numeric codes If possible use the alphabetical codes For example USD United States dollar JPY Japan yen SVC El Salvador colon FRF France franc HKD Hong Kong dollar ITL Italy lire DEM Germany mark DKK Denmark kr ne GBP United Kingdom pound ESP Spain peseta Leave this area blank if you are reporting the amount in Canadian dollars If you must report amounts in different currencies in respect of the same recipient use a separate T5 slip for each currency Automatic Calculations For the eligible dividends the Taxable Amount of Dividends and the Federal Dividend Tax Credit are calculated and displayed automatically by the system as follows Taxable Amount of Dividends Actual Dividends 1 45 Federal Dividend Tax Credit Taxable Amount of Dividends 18 9655 For dividends other than eligible dividends the Taxable Amount of Dividends and the Federal Dividend Tax Credit are calculated and displayed automatically by the system as follows Taxable Amount of Dividends Actual Dividends 1 25 Federal Dividend Tax Credit Taxable Amount of Dividends 13 3333 This calculation is suppressed for corporate recipients recipient type 3 Entering Slip
66. al Type i max size Text 30 Text 30 Text 30 Text 30 Text 28 Text 2 Text 10 Text 3 Integer 4 Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Text 1 Text 15 Text 1 Text 3 Text 10 Text 16 Text 1 Yes No Comments Examples amp Defaults Required field Current year Appendices 12 19 Heading Description Type Comments max size Examples amp Defaults ACTUALR3PREMAR 24 Were dividends issued before Mar 24 06 Yes No ACTUALR3 E Actual amount of eligible dividends box A1 Currency ACTUALR3 Actual amount of ordinary dividends box A2 Currency OTHERR3 Other income from Cdn Sources box E Currency NEEDR3 Recipient needs RL 3 Yes No ACCOUNTNOR3 Other ID Recipient Number RL 3 Text 16 Headings for T5013 Slips Type Comments Heading Description max size Examples amp Defaults Main page fields NAME1 Recipient name line 1 Text 30 Required field NAME2 Recipient name line 2 Text 30 ADDRESS Address line 1 Text 30 ADDRESS2 Address line 2 Text 30 CITY City Text 28 PROV Province code Text 2 POSTAL Postal code including space Text 10 COUNTRY Country in address Text 3 CAN USA etc STATUS Status of slip Text 12 Amended etc COUNTRYCODE Country code box 7 Text 3 CAN USA etc MEMBERCODE Member code box 8 Text 1 UNITSOWNED Partnership units held box 9 Numeric 4 decimals RECTYPE Recipient code box 11 Text 1 PARTNER
67. al returns but the T4 TimeSaver will generate a report you can print out for your own records Remove Serial s RL magnetic media only Use this function to remove previously assigned serial numbers This should only be done if the returns have not yet be submitted to Ministere du Revenu du Qu bec and one of the following is true 1 You elect not to submit by magnetic media after processing has been done 2 The range of numbers used was not the range assigned by Minist re du Revenu du Qu bec 3 Errors or omissions were discovered in the data so the returns must be reprocessed before submitting Set Serial s RL magnetic media only The Minist re du Revenu du Qu bec requires each transmitter to use a unique set of serial numbers for RL 1 and RL 3 magnetic media You must contact them to obtain your numbers as well as your transmitter number This button allows you to enter the staring number or change the number at any time It is your responsibility to ensure that the starting number is correct CD or DVD Filing When the CD or DVD option is selected from the Magnetic Media dialog box the following screen will be displayed Submission Sequence Number ei For CRA magnetic media filing the file name has a o specific format ABCDYYY xml Lo ABCD represents any alphanumeric combination any number of characters and YYY represents the three _Cancel_ character sequence number starting at 001 for the first submission 002
68. any names have been listed double click on the required company name or highlight it and press Select The selected company and its database will become the current company and database Deleting a Company Delete the current company and all slips and summary forms associated with the company by selecting Delete Company from the Company menu You will be given a warning and asked to confirm the deletion of the company by typing the word DELETE Remove all Slips This function will remove all slips of any type from the current company This is useful if you wish to initialize the employee data for a given company Enter the type of slips you wish to remove T4 T4A T5 T4ANR NR4 T4PS T4AP T4ARCA T5013 T5018 R2 R15 R17 R25 or T1204 or ALL if you wish to remove all slips of every type for this company Company Information 5 5 Remove Inactive Slips This function will remove slips that have all dollar values set to zero This is useful for eliminating slips for employees that are no longer with the company but for whom there is still a name and address in the database Enter the type of slips you wish to remove T4 T4A T5 T4ANR NR4 T4PS T4AP T4ARCA T5013 T5018 R2 R15 R17 R25 or T1204 or ALL if you wish to remove inactive slips of ever
69. area will be allocated among the partners 8 14 T4 TimeSaver User Manual and posted to the T5013 slips according to each partner s share of net income or loss Area C2 Totals LZ 2007 T4 TimeSaver Bobs Company 15013 Summary gt File Company Forms Edt Reports Tools Setup Window Help WONDERFUL WORLD OF WO DIelBlal al sela A Identification B General C1 Totals D Misc E Checklist F Certification Partners Section C T5013 and T5013A Slip Totals Renounced Canadian exploration and development expenses Renounced Canadian exploration expenses 120 0 00 Portion subject to an interest free period ITC 129 Renounced Canadian development expenses 121 0 00 Expenses qualifying for BC tax credit 141 Assistance for Canadian exploration expenses 124 OO Expenses qualifying for SK tax credit 143 Assistance for Canadian development 15 og Expenses qualifying for MB tax credit 144 Portion subject to an interest free period CEE 130 D Expenses qualifying for ON tax credit 145 Expenses qualifying for an ITC 128 0 00 Tax shelter information Number of units acquired 150 Limited tecourse amounts 153 Cost per unit 151 At risk adjustment 154 Total cost of units 152 Other indirect reductions 155 I Data entry complete Recalculate More Info Area D Miscellaneous IA 2007 T4 TimeSaver
70. ault contact name and phone number entered on the New Company Defaults tab of the Setup menu will appear in this area If no default name and number were entered these fields will be blank In either case you can change the information at this time Certification The default certification name and position entered on the New Company Defaults tab of the Setup menu will appear in this area If no default name was entered these fields will be blank In either case you can change the information at this time Recalculate Recalculates the calculated values returning overridden values to the calculated value More Info Contains the company category printing dates and date filed by Magnetic Media if applicable 8 18 T4 TimeSaver User Manual RL 1 Summary D File Company Forms Reports Tools Setup Window Help la x Fit eslela ai olal a Page 1 Contributions to OPP Contributions to OPIP Employee Bos BI Employer Employee Box H Employer 300 00 300 00 600 00 3 30 00 699 60 729 60 9 Quebec income tax RLA Tax RL 25 Tax RL 2 Tax IT am Slips are unadjusted Totals are the values entered by user EH Compensation tax Iw Check here if exempt from compensation tax Earnings 81 000 00 x 1 21 Subtotal lines 3 12 and 21 QPP income and comp tax remitted TOTAL Data entry complete Page 1 Page 2 Page 3 More Info OK Qu bec income tax Enter the value of the total income t
71. ax withheld from all RL 16 slips and all RL 2 slips Compensation Tax Compensation tax applies only to listed financial institutions other than corporations If the company is not exempt from the compensation tax remove the check from the appropriate box The wages subject to the compensation tax are the totals from boss A and Q of the RL 1 slips Total Once you have entered the sum of the QPP income and compensation tax remitted in box 26 the box 27 total will be calculated Recalculate Recalculates the calculated values returning overridden values to the calculated value Page 2 Contains additional information required for the RL 1 Summary Entering Summary Information 8 19 gt Fle Company Forms Reports Tools Setup Window Help 8 x FistComeay dae Baa ei Jill Ei Page 2 Contribution to health services fund FSS Boxes A of RL slips BALANCE 2787 00 70 Adjustments o Wages paid or deemed paid 81 000 00 81 000 00 28 Exempted wages 1 o Wages subject 81 000 00 27 es 2 187 00137 Less Contributions to FSS remitted Do 38 TOTAL 2 187 00 39 Contribution to CNT Remuneration subject to controbution Regular x 0 08 Contribution to FNF Eligible training expenditures Note Payroll less than 1 000 000 Data entry complete Page 1 Page 2 Page 3 More Info OK Contributions to health services fund FSS In the Adjustments box enter the value required to obtain the correct
72. cal support team select Send an E mail to Technical Support from the Help menu If you encounter a problem with the software you may find some assistance in the Common Problems listed in Appendix C of this User Manual or in the program s on line help system under the title Common Problems To access this information press F1 anywhere in the program and click the Contents tab to view the table of contents for the Help system Technical support is available in the French language at our Montreal office Support from our Toronto office is available only in English French Language Technical Support Telephone number 514 499 9669 Receiving Updates 2007 T4 TimeSaver can automatically check for updates on the T4 TimeSaver download page Select Check for Program Updates from the Help menu 1 2 T4 TimeSaver User Manuat is Check for Program Updates ol T4 TimeSaver can automatically check for program updates available on the T4 TimeSaver download page Select how often you would like the software to check the website for updates C Do not automatically check for updates Check for updates every time the program starts e Check for updates every 2 days Cancel Check Now Select the option which best meets your needs You can also click the Check Now button to do an immediate search Requesting System Enhancements We value your suggestions at ELM Computer Systems Inc and attempt as much as possible to
73. cna die Mbt 9 9 Computer Wan SiS i ste bs E 12 3 Contact Information CONT CCE SEA SE ES SE deli tebe eer 11 10 Country Codes A 12 6 CPP Adjustment Options default ee ES Geet AG EE EE 4 2 SEUNS gege EENS 5 5 7 2 12 2 CPP Pensionable Weeks default values Ge EG ERG Eg Ge Ge ee ER EES EEY SEINE ee setting maximum CPP OPP Exemption Create COMPANY EE Deel eege EEN eet EN database Data Entry SHOTt CUIS Ee SE es Aaa 4 3 KE 6 2 Database Access Control 4 4 Databases ALT EO RE aS 3 2 converting from last Year n 11 4 creating ese 2 8 deleting 3 2 finding 2 opening E CR refresh from TE 5 5 renaming sosa EO E eee 3 2 repair A unlocking companies ee ee se 5 5 Defaults magnetic media Settings c e d 2 NEW COMPANY ee ek ee ek d 2 T4 adjustment Options ees ees see ee ee 4 2 Delete all slips 5 4 company sd databaseSs sr EE EES 3 2 inactive slips ceee 5 5 6 6 Ai AR EI T 2 6 6 6 Dividends federal tax credit iese esse ee ee 6 18 6 30 moving between eligible and non eligible 11 3 taxable amount 6 18 6 30 DVD Ell 10 7 E I Insurable Earnings SCLIN et eeneg el een AA re tts 6 7 Edit COMPANY RE et See EE Ee 2 6 Edit company Information 5 5 Edit adjustment option 5 2 Edit company information ooe 5 2 Edit Lists PANONE siahne a doe le A 9 8 Edit Settings aaeain ai aa eai 11 9 EI Adjustment Options SCN G a e R
74. code for this recipient Cancelled Second Account Other Information 0 originat DI soit account J Releve code GIN Recipient type code Recipient ID number Individual Currency code Bank transit Year Before March 24 2006 Savings bonds Al Actual amt of A2 Actual amt of B Taxable amt of C Federal dividend D Interest from Cdn eligible dividends ordinary dividends dividends tax credit sources E Other income F Gross foreign G Foreign income Capital gains from Cdn sources income tax H Royalties dividends J Accrued income Annuities Recipient Name and Name 2 The recipient name should be entered with the surname first followed by a comma and then the first name The name can be formatted easily by pressing the F5 key The T4 TimeSaver program will change the surname to block letters ensure that the first letter of the first name is capitalized e g SMITH John and insert a comma if none is entered Pressing the F8 key will reverse the first and last names e g John Smith will be changed to SMITH John In the case of joint accounts enter the name of the second account holder in the Name 2 box The same formatting rules and options apply to this box Social Insurance Number If the recipient is an individual or holder of a joint account recipient type codes 1 2 6 and 7 enter the recipients Social Insurance Number S I N For holders of a joint account enter the S I N of one of the individuals
75. combo box a box with a black top right corner containing multiple choices EA RE eee Allows you to override a calculated field EE ASe ies Formats the employee name as SURNAME First name Up Arrow Moves to the previous selection in a list Down Arrow Moves to the next selection in a list PoUB ss Moves by pages up through a list e RI EE Moves by pages down through a list Shift F6 lnserts the company address to an employee s slip AE Copies the address and GIN for the current employee to a clipboard Shift F7 Pastes the address and GIN from the clipboard to the current employee EB eener Switches order of first and last name 2 6 T4 TimeSaver User Manual Toolbar Icons The toolbar is located directly below the main menu The icons in the toolbar provide shortcuts for some of the common functions of the T4 TimeSaver program LI Add a New Company This function creates a new company within the current database You must enter a company name that is unigue to the database You can have as many companies in the database as you wish be Open a Company in the Current Database Clicking this icon will produce a list of the company names for all the companies in the current database Select the desired company by highlighting it and clicking Select Edit the Current Company Information This function opens the current company information window and allows you to edit the information for the current company Yo
76. corresponding T4 summary unless all of the slips are adjusted The second method is to adjust all of the employees for the company at once To do this select Adjust unadjust company s T4s R1s from the Company menu You can skip any individual slips that you may not want to adjust by checking the Do not adjust CPP QPP El and or PPIP box es The adjustments will be made based on the same adjustment options selected for the current company In this case the adjustments are reflected in the corresponding T4 Summary An adjustment report can be produced by checking the Print adjustment report option on the Adjust all T4s R1s window before clicking the Do adjustments button Or you can select the Adjustment report from the T4 or RL 1 submenus of the Reports menu In either case an Adjustment Report window will open See Printing Adjustment Reports in chapter 9 for further details Reversing Adjustments Reverse the adjustment on an individual T4 or RL 1 by clicking on the Adjust this T4 R1 icon or select Adjust unadjust this T4 R1 from the Edit menu again The CPP QPP El PPIP and tax will return to the originally entered values The adjustments on all of the slips for the company can be reversed by clicking the Undo Adjustments button on the Adjust all T4s R1s window Setting Adjustment Options The adjustment options for each company are stored with the company profile Select Edit company information from the Company menu and then click
77. ct select all and unselect all buttons When all the required slip types have been added to the selected list click on close 10 6 T4 TimeSaver User Manual Options Before creating a magnetic media or internet filing submission T4 TimeSaver will run a validating process to determine if there is any missing or invalid data If such data is located it will be displayed in one of two reports Missing or invalid data that would result in a refusal of your submission by CRA or MRQ are listed in a Critical Error report These critical errors must be corrected before submitting the returns in any format Missing or invalid data that may need to be corrected but would not result in a refusal of the submission by CRA or MRQ are displayed in a Data Validation Warnings report Warnings can be ignored and the submission would be accepted by CRA or MRQ The validation procedure is implemented whenever a magnetic media submission is processed but it can also be run independently by selecting the Validate Only option Choose the media by which the return s will be submitted to the CRA or MRQ Your options are Internet CD DVD or Diskette If you choose to submit your returns on CD or DVD a file will be created on your hard drive which you may then copy to the appropriate drive using your own CD or DVD writing software NOTE You must have access to a CD or DVD writer to use this option If you choose to submit your returns on diskette select the letter of
78. ct phone in the T4 Summary Data as entered data is missing Schema Error pattern constraint failed The element cntc phn nbr has an invalid value according to its data type End of report Click the Warnings button to view the missing or invalid data that may need to be corrected but will not cause rejection of the submission by CRA or MRQ Either report can be printed by clicking the Print button Printing Slips Select the desired type of slip from the Reports menu Then select Slips from this list of available reports A dialog box will open which will allow you to select which slips you wish to print the type of paper and the printer you wish to print them on and the number of copies you wish to print The individual slips can then be distributed to the employees or recipients and CRA Note that the unadjusted values will print on each of the T4 and Relev 1 slips unless all of the slips have been adjusted You will be warned if some of the slips are adjusted and others are not Companies Select one of the three options listed All to print the slips for all companies in the current database Current to print the slips for only the current company or Selected to print the slips for the companies you select If you choose Selected click on the Select button to get a list of the companies contained in the current database Choose the companies you wish to print slips for using the Select Unselect Select All and Un
79. definable settings to make it more flexible and efficient Before entering data you may wish to configure the program to your specific needs If you are using the T4 TimeSaver Plus these settings can be different for each user NOTE DEFAULT VALUES ENTERED IN SETUP WILL BE REFLECTED IN NEW COMPANIES ONLY TO CHANGE VALUES IN EXISTING COMPANIES SELECT EDIT COMPANY INFORMATION FROM THE COMPANY MENU Data Entry Tabs Each data entry screen contains a number of boxes corresponding to the boxes on the printed form It may not be necessary for you to enter information into each box as some boxes may be left blank or they may contain a default value Place a check mark beside the name of each box where you want the cursor to stop and remove the check mark from beside any box where you do not require the cursor to stop in the Data Entry tabs for each type of slips When you are finished click on the OK button to save your selection The following is a sample of the T4 Data Entry tab T4 Adjustment Defaults New Company Defaults Magnetic Mesia When entering T4 slips the cursor will automatically move to the boxes with a check v Employee name v 14 Employment income v Other information 1 v Address line 1 Jv 16 CPP contribution v Address line 2 17 QPP contribution IV City v 18 El premium Other information 2 Other information 3 Other information 4 v Province 20 Pension plan Other information 5 Other information
80. dividends Canadian sources and interest from co operative 10 Cap gains losses 11 Reserves re 12 Cap gains losses 13 Business 14 Gross income used exemption dispositions not exemption investment losses loss of partnership 154 Carrying 15B Dividend rental charges arrangement compensation Name The recipient name should be entered with the surname first followed by a comma and then the first name The name can be formatted easily by pressing the F5 key The T4 TimeSaver program will change the surname to block letters ensure that the first letter of the first name is capitalized and insert a comma if none was entered e g SMITH John Pressing the F8 key will reverse the first and last names e g John Smith will be changed to SMITH John Report Code This code helps MRQ determine if this is the original RL 15 slip issued to the recipient or if it amends the original Enter O if this is the original slip Enter A if this is an amended slip this slip changes the financial or identification information of a slip previously submitted Boxes 1 36 These fields will be automatically filled based on the partner s share of the net income or loss and the amounts given on the TP 600 summary To override a calculated value press the F4 key and then type in the desired value Box 37 Enter the number of units held by the partner complete to all decimal places held by the partner Entering Slips 6 35 NOTE These
81. e earnings box when it is not equal to zero or to the gross pay amount Box 14 If no amount in entered Box 24 will be left blank on the printed slip as required by CRA CPP QPP El and PPIP Exempt Boxes You may check one two or all three of the CPP QPP El and PPIP Exempt boxes as appropriate for the current employee Do not check the CPP QPP exempt box if you entered an amount in Box 16 or Box 26 Check CPP QPP exempt only if the earnings were exempt for the entire period of employment Do not check the El Exempt box if you entered an amount in Box 18 or Box 24 Check El exempt only if the earnings were exempt or if they were not eligible for the entire reporting period of employment Do not check the PPIP Exempt box if you entered an amount in Box 55 or Box 56 Check PPIP exempt only if the earnings were exempt or if they were not eligible for the entire reporting period of employment Do Not Adjust CPP QPP El and Boxes Check one two or all three of these boxes to indicate that this particular slip should not be adjusted when the slips for this company are adjusted This allows you to adjust some slips while leaving others as entered Other Income Record other income in the boxes provided at the bottom of the window The type code of the income should be indicated in the Boxes with the corresponding Amounts directly beneath Press F2 or double click the box field to display a list of available codes See your Tax Guide
82. e earnings is not printing even when I have entered a value in Box 24 If the El insurable earnings is equal to gross pay or if it is equal to zero CRA Taxation asks that the El insurable earnings not be printed leaving Box 24 blank in such cases This is not a problem with T4 TimeSaver and we have checked with CRA Taxation to ensure that the system is functioning properly 5 I have installed an update but the new features do not appear to be available or functioning Check the version number of the T4 TimeSaver you are running by selecting About T4TimeSaver from the Help menu Make sure that the revision number and date correspond to the update you have installed If it is not the most likely problem is that you have installed the new version of the program into a different directory than you did the first time Run the update program again and select the appropriate installation directory Also if you are starting the program from an icon on your desktop make sure that this shortcut is pointing to the correct location Alternatively in a network environment you may have some workstations where the program was installed to a local hard disk In this case the update program will have to be installed on the workstation s local hard disk as well If none of the previous suggestions resolve the problem please ensure that all users have exited the T4 TimeSaver and try installing the update once again 6 I get error messages when t
83. e filer ID number filer branch number if applicable and the name and telephone number of a resource person The name and address of the filer will be taken from the company information Identification tab Transmitter Enter the ID number transmitter number name and address of the transmitter company and the name and phone number of a resource person Certification When you create a new company the title and phone number for the certification section are copied from the New Company Defaults tab of the Setup menu You may edit them on the RL 3 Summary form if required Recalculate Recalculates the calculated values returning overridden values to the calculated value More Info Contains the company category printing dates and date filed by Magnetic Media if applicable 8 24 T4 TimeSaver User Manual RL 17 Summary amp File Company Forms Reports Tools Setup Window Help 8 x Fow JDlepiw al elele a Year RL 17 Slip Totals Total AL 17 slips filed i Total income for stay Box C oo Total deductions Box A oo Total allowance for year Box D oo Total income for year Box B oo Total allowance for stay Box E oog I Data entry complete Recalculate More Info OK Recalculate Recalculates the calculated values returning overridden values to the calculated value More Info Contains the company category printing dates and date filed by Magnetic Media if applicable Entering Summary Info
84. e is entered Pressing the F8 key will reverse the first and last names e g John Smith will be changed to SMITH John S I N Validation The T4 TimeSaver will check the validity of the S I N entered and display a warning if it is invalid You can however ignore the warning and continue to enter other information The formula used to test the value of the S I N is found in the CRA Publication Formulae for Federal and Provincial Deductions for Computer Users Footnotes Text footnotes may be entered in the fields provided These will be printed on paper copies of the T4A Footnotes for use with Magnetic Media submissions may be accessed by clicking on the Mag Media command button in the top right corner of the screen Type the word amended in upper lower or mixed case in the footnote section to indicate that the T4A is an amended T4A This will cause the word AMENDED to be printed across the top of the slip as required by CRA It will also cause the slip to be included if you choose Amended only when printing T4A slips or the T4A Summary and excluded when Originals only is chosen 6 12 T4 TimeSaver User Manual Go to RL 1 Use this button to create and or access the corresponding RL 1 for this employee i e the RL 1 with the same social insurance number There must also be a corresponding T4 for the same employee with the province of employment set to QC Entering Slips 6 13 T4A NR Input Window
85. e may only contain slips for that company The best way to create or view an import file is to use a spreadsheet program like Microsoft Excel that way you will see the data laid out into rows and columns If you do not have a spreadsheet program you can also create an import file in a word processor To help you get started we have included a set of templates in Microsoft Excel format You can access these by selecting Tools Import Open Excel Templates for Import from Text Instructions 1 Open the spreadsheet that contains the data 2 Move the contents of all the cells in your spreadsheet one column to the right so that the first column is blank 3 Move the contents of all the cells down by one row so that the first row is blank 4 Check the structure of the spreadsheet If it contains more than one type of information for example company information and T4 information make sure that each type of information has its own block in the spreadsheet The blocks should follow each other vertically 5 In the first cell in the blank row above each block of information enter one of the keywords shown in this table Be sure to include the exclamation point Enter this text If the block contains ICOMPANY Company information ITA T4 and or RL 1 slip information MAA T4A slip information IT5 T5 and or RL 3 slip information IT4PS T4PS information INR4 NR4 information IT4ANR T4A NR information T5013 T5013 Partnership
86. e renamed file Once it is repaired you can rename it back to USER YY MDB YY indicates the two digit year of the program 9 I get the message The OLE system files are in use and cannot be updated This installation must restart Windows to update OLE before it can continue Press Yes to restart Windows and continue the installation or press No to exit the installation when installing the program This message is typically displayed when you are installing to a network directory on a Novell network although similar messages may be displayed if you are installing to other network operating systems and you do not have sufficient rights to modify the contents of the network directory To resolve the problem log on to the network as an administrator and run the installation program again 10 Other Problems a Miscellaneous data problems run the Database Repair found in the Tools menu on your data b Miscellaneous printing problems turn both the computer and the printer off wait a minute and turn them both on again check to see that a printer is connected to your computer and that the cables are snug ensure that the most recent printer driver for your operating system has been installed printer drivers are generally available from the printer manufacturer s website c Miscellaneous installation problems ensure that no other software is running during installation of T4 TimeSaver such as anti virus soft
87. ecalculate More Info Area C1 Totals Net Income Loss LA 2007 T4 TimeSaver Bobs Company 15013 Summary Eile Company Forms Edt Reports Tools Setup Window Help WONDERFUL WORLD OF WO DIelBlal S S a 5 zl A Identification B General Totais C2 Totals D Misc E Checklist E Certification Partners Section C T5013 and T5013A Slip Totals Limited partnership net income loss Limited partnership farming income loss Agricultural income stabilization CAIS Limited partnership fishing income loss Limited partnership business income loss Limited partner s at risk amount Limited partner s adjusted at risk amount Limited partnership rental income loss Limited partnership lost available for carryforward Previous loss carryforward eligible in the current year Retum of capital I Data entry complete Recalculate More Info The amounts shown on the 6 pages of Area C1 are the total of the amounts allocated to the partners on the T5013 slips The sources of income and losses are broken down into various categories that may be subject to different income tax rules Include income from both Canadian and foreign sources in Canadian currency By pressing the Recalculate button on the summary form or on the T5013 slip form the information entered in this
88. ect All and Unselect All buttons If the Remove Company from Source Database option is not checked the company information will remain in both the current database and the destination database otherwise it will be available only in the destination database Merge Companies Use this function to merge two companies as a third company The companies to be merged can be selected from any database accessible to T4 TimeSaver The resulting company containing the merged data must not already exist in the database in which it will be stored which can be any database accessible to T4 TimeSaver w Merge Two Companies Ioi x Company 1 mCompany 2 Select Database Select Second Company e New Company Select Database Start Merge Close Change T4 Adjustment Options This tool enables you to change the T4 adjustment options for all companies or a group of companies selected directly from a list or by their category code Correct Contact Information Use this function to correct the contact information for one all or selected companies The option is provided to correct the company summary contact information as well 11 2 T4 TimeSaver User Manual in Correct Contact Information for Selected Companies Oy x Companies to be Changed m Summaries to be Changed All SA Select on company category Select from list Select from list New Contact Informatio
89. ee eens Updates Usage Analysis esse ee se ee Re Ge ee ee ee ee User Administration User Monte User Setup Options Validating data N War GREY ees GESE GE SE ye E Ee YE bee ee What s on the T4 TimeSaver Window 2 4
90. elect on type of slip 9 11 r Printing Status IV Select on printing status C Slips and summaries printed Ze Slips and or summaries not printed Filter applies to IF vou are setting a filter based on data entry status printing status magnetic media status or slip type select the type of return to filter on Only one may be selected A r Company Category J Select on company category IL Category Set Fiter Cancel Data Entry Status Check this box if you want to filter by whether or not the data entry is complete Select one of the options listed Printing Status Check this box if you need to filter by whether or not the slips and summaries have been printed Select one of the options listed Magnetic Media Status Check this box if you want to filter by whether or not the slips for the company have been filed by magnetic media You can also filter out the companies by the date that their magnetic media was processed This option only appears when reports are being entered for returns for which magnetic media filing is supported Slip Type Check this box if you wish to select one type of slip to report on Then enter the type of slip for which you want a report T4 T4A T5 T4ANR NR4 T4PS T4AP T4ARCA T5013 T5018 R2 R15 R17 R25 or T1204 Company Category Check this box if yo
91. elect the desired Getting Started 2 7 employee from the list by highlighting the name and then clicking Select or simply double clicking on the employee name al Go to Summary Go to Slips Clicking this icon toggles between the Summary report and the slips for the type of form currently being displayed for the current company Ctrl G performs the same function A Adjust this T4 Slip This function calculates and makes any adjustments necessary for the current slip based on the adjustment options entered for the current company Ctrl J performs the same function The adjusted values will appear below the entered values The buttons below are only visible when an information return is being displayed D Clicking this icon moves to the first slip for the current company Ctrl PgUp performs the same function H Clicking this icon moves to the last slip for the current company Ctrl PgDn performs the same function 4 Clicking this icon moves to the previous slip for the current company PgUp performs the same function D Clicking this icon moves to the next slip for the current company PgDn performs the same function Input Conventions The decimal point should be used to enter cents Where no decimal point is entered the system will assume and display zero cents when the Tab or Enter keys are pressed or you move the cursor to another field New data entered in a field will overwrite previously ent
92. er Over Remittance to Owner Adjust if over maximum under required minimum When adjustments reduce total deductions for the company the over remittance may be transferred to the tax of an owner or shareholder Adjust based on number of pensionable weeks Maintain the net pay of the owner shareholder by increasing the Maximum number of pensionable weeks E gross pay by the amount added to tax El Adjustment Options Other Options Iw Adjust if over annual maximum Adjust CPP EI QPIP differences greater than GR Cl EI NEE ENE Adjust CPP EI OPIP to calculated amounts even if there is Adjust insurable earnings based on El deducted insufficient tax to offset the adjustment QPIP Adjustment Options bas e wi Adjust if over annual maximum e Adjust based on insurable earnings Adjust insurable earnings based on OPIP deducted New Company Defaults Tab Complete the New Company Defaults tab This information will be automatically entered into each new company you set up You may override these defaults for individual companies as you set them up T4 Adjustment Defaults agnetic Media T4 Data Entry T44 Data Entry ata Entry ata Enty R3 Data Entry All Other Summaries Person to contact Other Information First name Tax Centre Sumame Ir y O Taxation Services Office il Telephone Loo Default province of employment L T5 NR4 T4PS T1204 Summaries Contact Certification section on all summaries
93. ered data You may edit existing data by using the left and right cursor control keys as well as the Backspace Delete Home and End keys 2 8 T4 TimeSaver User Manual Getting Help Whenever you require help press the F1 key to access the on line help screens If context sensitive help is available it will be displayed Otherwise use the table of contents to access the desired topic Hyperlinks to related topics are provided for your convenience You can also access the help files from the Help menu The Contents option will access the table of contents for the Help Pages The Search for help on option will access the help index The Internet sites submenu lists a number of Internet sites that may prove helpful During a technical support session our staff may request that you supply a copy of your database or a record of the settings currently being used by T4 TimeSaver installation at your location To send ELM a copy of your current database select the Help menu then the Send an E mail to Technical Support sub menu then the Send Current Database sub menu Please be assured that we will treat any data sent to us with the strictest of confidence and will delete all copies once your question has been answered To send ELM a listing of your current program settings select the Help menu then the Send an E mail to Technical Support sub menu then the Send Other Email sub menu Please note that client confidentiality agreement
94. f a trust or for the spouse of the deceased person 7 one of the holders of a joint account other than the holders covered by code 2 Automatic Calculations The Taxable Amount of Dividends and the Federal Dividend Tax Credit are calculated and displayed automatically by the system as follows Taxable Amount of Dividends the sum of 145 of eligible dividends box A1 and 125 of ordinary dividends box A2 Federal Dividend Tax Credit the sum of 17 25 of eligible dividends box A1 13 54 of ordinary dividends received or deemed received before March 24 2006 Box A2 and 10 of ordinary dividends received or deemed received after March 23 2006 Box A2 This calculation does not apply for corporate recipients recipient type 3 Note that Ministere du Revenu has specified that where the recipient is a corporation i e the recipient type code is 3 the dividend income should be entered as Other income from Canadian sources box E and not as Actual amount of dividend box A When adding a new RL 3 slip with recipient type code of 3 any amount entered in box E will be assumed to be dividend income Entering Slips 6 31 and will be carried over to box 10 of the corresponding T5 slip If the income is not dividend income you can edit the T5 appropriately Currency Code All amounts entered on a RL 3 slip should be in Canadian dollars If this is not possible enter the corresponding currency code according to international standard
95. f the RL 1 and may prove useful as an audit check It will be calculated in one of the two following ways Gross Pay Standard Deductions Other Deductions or Gross Pay Standard Deductions Taxable Benefits Other Deductions The Standard Deductions include the values entered in Boxes B C D E F H and N plus Box 22 Income tax deducted of the corresponding T4 Taxable Benefits is the sum of Boxes J K L P Vand W Other deductions if there are any must be entered manually to arrive at the appropriate figure for Net Pay Net Pay Options E Net Pay Calculation Method Calculate net pay as employment income less e Standard deductions C Standard deductions taxable benefits Don t display net pay Standard deductions are CPP QPP El PPIP income tax pension plan contributions charitable donations and union dues You can switch between these two methods of calculating the Net Pay by clicking on the Net Pay button and then selecting the appropriate option You can also check the Don t display net pay to remove this information from the display 6 28 T4 TimeSaver User Manual Relev 2 Input Window gt Eile Company Forms Edit Reports Tools Setup Window Help la x This Company DIE Ba amp Pe Gx Name Adding stip 1 Employee name and address M lt gt gt I Name 1 OK Address Beneficiary Number Restore City Province Postal code Cancelled Other Information
96. f there is no decimal even dollars is assumed Do not insert commas as thousands separators For example 1 200 50 should be formatted as 1200 50 The absolute maximum value is 999 999 999 99 Integer fields are numeric whole numbers from 1 to about 32 000 They must be entered without decimals or commas for example 1234 Some fields have default values that will be used if the field is not present in the import file These are listed in the Comments Example and Defaults column in bold print In addition to those listed below the province and country codes for slips are defaulted to the province and country codes of the company information Headings for Company Information Type Comments Heading Description max size Examples amp Defaults NAME1 Line 1 of company name Text 35 NAME2 Line 2 of company name Text 30 CAREOF Care of line of address Text 30 ADDRESS Line 1 of address Text 30 ADDRESS2 Line 2 of address Text 30 CITY City Text 28 PROV Province code Text 2 ON QC BC POSTAL Postal code including space Text 10 Appendices 12 9 Heading COUNTRY DEFPROVEMP ACCOUNTNO TAXCENTRE IDNOQ NEQ Description Country code Usual province of employment Business number Taxation centre Qu bec Identification number and file number Format 1234567890RS0001 Qu bec Enterprise number Headings for T4 and RL 1 Slips Heading NAME ADDRESS1 ADDRESS2 CITY PROV POSTAL COUNTRY INCOME CPP QPP El RPP
97. fice Telephone number Date Printed Data entry complete Recalculate More Info OK Certification The default certification name and position entered on the New Company Defaults tab of the Setup menu will appear in this area If no default name was entered these fields will be blank In either case you can change the information at this time More Info Contains the company category printing dates and date filed by Magnetic Media if applicable 8 22 T4 TimeSaver User Manual RL 3 Summary Es Company Forms Reports Tools Setup Window Help DECHE A Ee Jissie ai ziala a RL 3 Slip Totals Page 1 A1 Actual dividends non eligible oo Capital gains dividends A2 Actual dividends eligible J Accrued income Annuities B Taxable amount of dividends HI Total Boxes A A2 D E H l andl oo C Dividend tax credit ese E Amount for which Releve 3s not filed oo D Interest from Canadian sources oog A ooo Total investment come E Other income from Cdn sources F Gross foreign mcome esse oo Total amount of income of unknown users G Foreign income tax ae oog Quebec income tax withholding 15 8 00 H Royalties from Canadian sources oo 7 Data entry complete Pecalcul Page 1 Page 2 More Info OK Amount for which Relev 3s not filed You should manually total all amounts from RL 3 slips that were not submitted because the a
98. fields on T4 and Relev 1 Slips for further details Employee Name The employee name should be entered with the surname first followed by a comma and then the first name The name can be formatted easily by pressing the F5 key The T4 TimeSaver program will change the surname to block letters and ensure that the first letter of the first name is capitalized e g SMITH John Pressing the F8 key will reverse the first and last names e g John Smith will be changed to SMITH John Entering Slips 6 27 S I N Validation T4 TimeSaver will check the validity of the S I N entered and display a warning if it is invalid You can however ignore the warning and continue to enter other information The formula used to test the value of the S I N is found in the CRA Publication Formulae for Federal and Provincial Deductions for Computer Users QPP Pensionable Weeks If you have selected Adjust based on number of pensionable weeks for the CPP QPP Adjustment Option on the T4 Adjustment Options tab of the Company Information a value must be entered into the input field QPP Pensionable Weeks This field will default to 52 or 53 depending on the value entered under Maximum Number of Pensionable Weeks but you may override this value for specific employees Footnotes Text footnotes may be entered in the fields provided Net Pay Calculation The employee s net pay is calculated and displayed on the screen as you enter data into each box o
99. for a list and description of appropriate type codes Amended T4s Click on the check box labeled Amended to indicate that the T4 is an amended one This will cause the word AMENDED to be printed across the top of the slip as required by CRA It will also cause the slip to be included whenever the Amended only option is chosen during printing of the T4 slips or the T4 Summary and excluded when Originals only is chosen 6 8 T4 TimeSaver User Manual Net Pay Calculation The employee s net pay is calculated and displayed on the screen as you enter data into each box of the T4 and may prove useful as an audit check It will be calculated in one of the two following ways Gross Pay Standard Deductions Other Deductions or Gross Pay Standard Deductions Taxable Benefits Other Deductions The Gross Pay is the amount entered in Box 14 The Standard Deductions include the values entered in Boxes 16 17 18 20 22 44 46 and 55 Note that the Standard Deduction includes both provincial Qu bec and federal taxes Taxable Benefits is the sum of the Amounts boxes which represent taxable benefits Other deductions if there are any must be entered manually to arrive at the appropriate figure for Net Pay Net Pay Options E Net Pay Calculation Method Calculate net pay as employment income less e Standard deductions C Standard deductions taxable benefits Don t display net pay Standard deductions are
100. for the second etc Please enter the YYY part of the file name according to the number of submissions you have done Enter the three digit number as requested and click the OK button The following dialog box will be displayed Ready to File BEE C Program Files T 4 TimeS aver 2006 MMfiles RCT TAX001 xml Submission File Name Your submission is ready to be filed Please take careful note of the above filename so you do not submit the wrong file Print Details Close 10 8 T4 TimeSaver User Manual Make note of the file name print the details if desired and click Close Copy the file to the CD or DVD and submit as directed earlier in this chaper Internet Filing to CRA T4 TimeSaver is able to utilize CRA s URL for internet filing of the following returns CRA T4 T4A T5 NR4 T4ANR and originals only of the T5018 MRQ RL 1 RL 2 RL 3 and RL 25 When the Internet option is selected from the Magnetic Media dialog box the following screen will be displayed ia Ready to File E b xj XML submission file C SProgram Files T4 TimeSaver 2006 MMfiles NEW_COMPANY03 xml Web Access Code Business Number 123456782R P0001 Internet filing web page http www cra arc gc caeservices irefother ft ready e html Your submission is ready to be filed Please take careful note of the above filename so you do not submit the wrong file Go To Internet __Filing Page Close Make note of
101. fore the new database is created and opened unless you cancel the procedure By default there is no restriction to database access but in the Plus version the creator or the person with username admin can restrict access to the database if desired Select the Database Access Control from the Setup menu and then select Setup Database Access User List Check the Restrict Access to the current database checkbox The database will be restricted to the creator the user admin and any additional usernames added to the list 3 2 T4 TimeSaver User Manual Opening a Database To work with an existing database you must open it Choose Open Database from the File menu Select the path and folder that contains the required database Select or type the name of the document you want to open in the File name field You can only open a database with the filename extension t07 when using the 2007 T4 TimeSaver If you attempt to open a database with a t06 extension you will be asked if you wish to convert the selected database into the 2007 format If you respond Yes a 2007 database will be created which contains all of the company and employee information that was in the original 2006 database The original 2006 database will not be affected If no database exists you will need to create one by selecting New database from the File menu NOTE IF YOU ARE UNABLE TO ACCESS MOST ITEMS UNDER THE COMPANY MENU THE MOST LIKEL
102. g RT Recipient s name and address Address K Restore City Province Postal code 22 Construction subcontractor payments Status 24 Recipient s id number BN or SIN Ir Recipient type Partnership s filer ID Individual Name The recipient name should be entered with the surname first followed by a comma and then the first name The name can be formatted easily by pressing the F5 key The T4 TimeSaver program will change the surname to block letters ensure that the first letter of the first name is capitalized and insert a comma if none was entered e g SMITH John Pressing the F8 key will reverse the first and last names e g John Smith will be changed to SMITH John Construction subcontractor payments Enter the total payment received by the subcontractor during the period specified on the T5018 Summary Status Indicate whether the current slip is an amended duplicate or additional slip Otherwise this field can be left blank Recipient ID Number Validation If the recipient is an individual enter the recipient s Social Insurance Number S I N For interest credited to a joint account enter the S I N of only one of the individuals If the recipient is not an individual enter the first nine digits of the recipient s business number if available The T4 TimeSaver will check the validity of the S I N entered and display a warning if it is invalid You can however ignore the warning and co
103. g data for the same company data entered by one individual may not always be visible to another Selecting this option from the Company menu will cause T4 TimeSaver to reload the data for this company and enable it to display data entered by other users 6 6 T4 TimeSaver User Manual Chapter 6 Entering Slips Choose the type of slip you wish to enter by selecting it from the Forms menu The following are some of the functions you can use Adding Slips This function is used to add a new slip of the same type as you are currently entering to the active company Access this function by selecting Add Slip from the Edit menu clicking on the Add Slip icon in the icon toolbar or by pressing Ctrl A A blank slip will appear in which you may enter the information for an individual slip After entering data in a box you may press either the Enter or Tab key and the cursor will move to the next box The cursor only stops at the boxes that have been checked off on the corresponding Data Entry tab of the Setup menu Note there are Data Entry tabs for the most commonly used form types T4 T4A T5 RL 1 and RL 3 You will be warned if the data you have entered is invalid Deleting Slips Select Delete Slip from the Edit menu or click on the Delete Slip icon in the icon toolbar or press Ctrl D This function will delete the slip currently displayed on the screen You will be asked to confirm the deletion If you delete the on
104. g the F8 key will reverse the first and last names e g John Smith will be changed to SMITH John Status Indicate whether the current slip is an amended duplicate or additional slip Otherwise this field can be left blank 6 16 T4 TimeSaver User Manual T4A RCA Input Window gt File Company Forms Edit Reports Tools Setup Window Help lelxl Fire IDislalal eisen e Peer Employee s name and address T4ARCA Name e Address EE Restore City Province ON Postal code Country CAN Year 12 Ref of employer 14 Ref of employee d d contributions contributions 16 Distributions 18 Selling price 0 00 0 00 0 00 0 00 20 Other amounts 22 Income tax 24 SIN Status Name The recipient name should be entered with the surname first followed by a comma and then the first name The name can be formatted easily by pressing the F5 key The T4 TimeSaver program will change the surname to block letters ensure that the first letter of the first name is capitalized and insert a comma if none was entered e g SMITH John Pressing the F8 key will reverse the first and last names e g John Smith will be changed to SMITH John Status Indicate whether the current slip is an amended duplicate or additional slip Otherwise this field can be left blank Entering Slips 6 17 T5 Input Window gt File Company Forms Edit Reports Tools Setup Wind
105. half User Administration Plus version only When the user admin is logged into T4 TimeSaver the User Administration function is available in the Setup menu This allows the Administrator to add or delete user profiles N User Administration x SARAH Copy User Edit User Options Reset Password Set As Creator Delete User Exit 4 A T4Timesaver User Manual The Edit User Options button allows the administrator to change setup options for the selected user Select a user click Edit User Options then on the main menu select User Setup Options from the Setup menu After making the desired changes click OK to save your changes and Finish to return to the User Administration window The Reset Password button allows the administrator to assign a new password for a user Click the Reset Password button enter the new password twice and click OK When Database Access Restriction is turned on see below the only users allowed access to the database by default are the administrator admin and the user who created the database Clicking Set As Creator will change the creator name from the existing name to the selected name The administrator admin can also create a new user with identical settings as an existing user by highlighting the original user name and clicking Copy User Note that this will also copy the password so the new user profile name should be selected and the Reset Password button clicked to reset the
106. he T4 Adjustment Options tab pressing the User Defaults button will restore the default values that are stored in the User Setup Options You will be asked to confirm your choice Selecting a Company To switch to another company choose Selecting a Company from the Company menu A list of all the companies stored in the current database will appear Highlight the desired company and press Enter or click on the company name You can perform the same function by simply clicking on the current company name visible at the top of the form Editing Company Information You can edit the company information by selecting Edit Company Information from the Company menu Company Information 5 3 T4 Adjustment Options Company Name and Address Other Information Name Demo Company Business Number Taxation Services Office X Street address Default province of employment L Ciy Co o ze Lj Employer s El rate 1 4000 4000 Postal code Pm Qu bec Identification and File No Ir OE Replicate Company Z f Address Qu bec Enterprise Number NEO iY Default Employee Address Web Access Code sd Street Company category code Co address cy Province Postal code sd Country 1 Replicate Employee Address OK Cancel User Defaults Replicate Company Address This button will copy the information in the current company address and care of lines to all companies in the current database Replicate Employee Address This but
107. he damage Before using this tool it is advisable to make a backup copy of your database You can copy the database to a floppy diskette or to another hard drive Select the Database Repair option from the Tools menu Choose the current database or selected database and click Start If you have chosen selected database highlight the correct database directory and name from the list of available databases The process will begin as soon as you click on OK You will be informed when the repair is complete Any data that cannot be fixed will be discarded You can then open the database again and continue as usual Convert Last Year s Database in Convert 2001 Databases to 2002 Format E M i SI V Clear CPP exempt boxes V Clear El exempt boxe lV Initialize partnership forms V Clear T5013 and RL 15 Details m Select Source Directory r Select Databases Select Destination Directory cx cx RESTORE RESTORE SD S E compaq E compaq E cpqdry E epadry GJ Cpas E Cpas CELM z CELM zi Sc Sec K Convert Cancel This function converts a t06 database into a t07 database of the same name Use this function to maintain the company and employee data Options You can choose to set all dollar values to zero and to remove any amended markers by checking this box Otherwise all dollar values will be maintained and amended slips will still be labeled amended Check in
108. hip Information Hetum Ee 8 26 Chapter 9 Producing Reports c csssssseeeeeeeeeeeeeseeeeeeeeeeeeeeeeesseeeeeeeeeeeeeeeees 9 27 Validating Dale EE 9 27 Printing Ke 9 2 Printing Summary Reports E 9 4 PrintnaAdjusinentREepors EER EE GEE IE EG Ee EEE Re eg EE 9 7 Printing Edit Eist Ee E 9 8 Printing the Company Summary Heport eie ee ee ee ee RR ee ee ee ee ee ee 9 9 dek AE EE EO n cate 9 10 Chapter 10 Filing by Magnetic Media or Internet ee ee 10 12 General ATP TNA et EE 10 12 Instructions for Federal Returns ii teenth cate EI EE ER late apiece SEA 10 12 Instructions for Qu bec ett eer ee aia i Aide 10 3 Setting up the Magnetic Media Transmitter Record Defaults sesse ee 10 4 GP GrEMVEEING n EG ee eet nee an ome ere eee ele ee eee ee 10 7 Internet Filing TO SRA EEN 10 8 Internet Filing to Minist re du Revenu du Qu bec eee eee eee ee ee 10 9 Chapter 11 TOOIS sis esse dd SERVE dd we EN GE VR Ne dd NS eg eek N GEK de ee 11 10 Transfer Companies RE ER DE tat alah at tent 11 10 Merge el ET EE IE ER De EER ee DEGREE ER SE SEE GEGEE 11 10 Change T4 Adjustment Options EE EE GESE GE ENE DEE Ee alee 11 10 Correct Contact Information ENEE 11 10 Zelo OUI SIDE Ee Eet eh Ee e eebe 11 2 le se lelie PRE EE RE 11 3 Database e TE 11 3 Tua 98 emer ee AE EE EE AE 11 5 Import from Magnetic Media File ier Eege GEE SE EA dette deat 11 8 Import from Payroll Plus version only 11 8 Export Names and AddresSe8 as EE SEGE DE EE 11 9
109. i Validation Options S z M Suppress warnings related to format of names Edit Transmitter Information Current printer production HP LaserJet 4000 Series PCL 6 Ne04 Select Companies Select one of the three options listed below All to create magnetic media output for all companies in the current database Current to create magnetic media output for only the current company or Selected to create magnetic media output for the companies you select If you choose Selected click on the Select button to get a list of the companies contained in the current database Choose the companies you wish to create magnetic media output for using the select unselect select all and unselect all buttons When all the required companies have been added to the selected list click on close Or click on Filter to select the companies to include by data entry status printing status magnetic media processing status or company category See the section entitled Using Filters at the end of Chapter 9 Return types Select one of the two options listed below Current to create magnetic media output for only the current slip type or Selected to create magnetic media output for the slip types you select If you choose Selected click on the Select button to get a list of the slip types for the selected company or companies Choose the slip types you wish to create magnetic media output for using the select unsele
110. ible T4Ps Eligible to Non eligible RL 25 Cancel Database Repair The database repair routine in T4 TimeSaver performs two functions It compacts databases to save space and it recovers from certain types of file corruption caused by power failures software problems many hardware problems and most common types of operator errors However certain situations such as physical damage to the data storage media hard drive or disks or inadvertent erasure of files cannot be rectified by database repair routine Warning INNO CASE SHOULD YOU RELY SOLELY ON THE DATABASE REPAIR ROUTINE IN THIS SYSTEM TO PROTECT YOUR FILES FROM ACCIDENTAL ERASURE OR ANY OTHER LOSS OR CORRUPTION YOU ARE RESPONSIBLE FOR ENSURING THAT ADEQUATE BACKUP COPIES OF ALL YOUR FILES BOTH DATA AND PROGRAMS ARE MADE ON A REGULAR SYSTEMATIC BASIS When to run Database Repair The system constantly checks the validity of its files and if it detects any corruption it will report it This could occur if you had turned off the computer or re booted without exiting T4 TimeSaver or had a power failure If you run out of disk space you may also experience some problems with the data In this case 11 4 T4 TimeSaver User Manual you should free up some disk space before proceeding with the database repair routine If you get an error message about a corrupted database you should run the Database Repair option in the Tools menu to attempt to correct t
111. ic media submission e diskette CD or DVD containing the T4 NR4 T4A T4A NR T4A P T5 T1204 RL 1 RL 2 RL 3 or RL 25 information and transmitter identification CRA no longer accepts submissions on multiple diskettes e Description of Magnetic Medium ED 400 V formerly OPR 400 V for Qu bec returns You may include returns for any number of companies when creating a magnetic media submission Approximately 2 000 slip and summary records will fit on a single 1 44Mb floppy diskette while about 80 000 slip and summary records will fiton a CD and an even greater number on a DVD depending on the type of DVD media you are using Each diskette counts as a single submission If you choose to submit your returns on CD or DVD a file will be created on your hard drive which you may then copy to the appropriate drive using your own CD or DVD writing software NOTE You must have access to a CD or DVD writer to use this option Instructions for Federal Returns The following instructions are provided here for convenient reference For complete details obtain the CRA publications T4028 for T4s T4As and T4A NRs and T4031 E for T5s and NR4s both entitled Computer Specifications for Data Filed on Magnetic Media 1 A magnetic media submission may contain only one diskette CD or DVD If you have multiple submissions each submission must be submitted in a separate envelope Multiple envelopes may be taped 10 2 T4 TimeSaver User Manual
112. in Street City Prov M town Jon Postal code LIA2B3 County CAN J zl U S Zipcode Address on last return if different from present Address City Prov Postal code Country CAN bi State Y U S Zip code I Data entry complete Recalculate More Info Fiscal Period Enter the beginning and ending dates of the fiscal period Status Check the appropriate box if this is an amended or additional T5013 Summary Entering Summary Information 8 13 Area B General I 2007 T4 TimeSaver Bobs Company 15013 Summary Eile Company Forms E Reports Tools Setup Window Help WONDERFUL WORLD OF WO DI2lBlal ei ale E A Identfication B General C1 Totals C2 Totals D Misc l E Checklist E Certification l Partners Section B General Information 01 Number of T5013 slips 0 Number of T50134 sips 10 02 Type of partners Individuals other than a trust I Trusts T Corporations Partnerships 03 Type of end members Individuals other than a trust Trusts TT Corporations 04 Partnership s principal business activity NAICS Code 05 Is this the final information retum for the partnership IT 06 Was the partnership inactive throughout this fiscal period I English M 07 Language of choice for correspondence French 7 I Data entry complete R
113. in this box and enter the other individual s S I N in the Second Account area If the recipient is not an individual recipient types 3 4 or 5 this box will be unavailable T4 TimeSaver will check the validity of the S I N entered and display a warning if it is invalid You can however ignore the warning and continue to enter other information The formula used to test the value of the S I N is found in the CRA Publication Formulae for Federal and Provincial Deductions for Computer Users 6 30 T4 TimeSaver User Manual Other ID Recipient number If the recipient is not an individual recipient type 3 4 or 5 enter the NEQ or other identification number here The value entered in this box is not validated Cancelled Check this field if the slip has been cancelled Relev Code This code determines if this is the original RL 3 slip issued to the recipient or if it amends the original Enter 0 if this is the original slip Enter 1 if this is an amended slip this slip changes the financial or identification information of a slip previously submitted Recipient Type Code Enter one of the following codes to identify the types of recipient 1 an individual other than a trust 2 a joint account two individuals 3 a corporation 4 an association a trust bankruptcy trustee mandatory or succession a club or partnership 5 a public body municipality government agency etc 6 the spouse of the settler o
114. inal user of the software package and we make no other warranties expressed or implied ANY AND ALL WARRANTIES RELATING HERETO ARE LIMITED IN DURATION TO THIS NINETY DAY WARRANTY PERIOD REPLACEMENT OF THE DISK CONTAINING THE PROGRAM OR USER MANUAL IS YOUR EXCLUSIVE REMEDY AND SOLE MEASURE OF RECOVERABLE DAMAGES Disclaimer The Package The program and the User Manual is licensed as is without warranty of any kind either express or implied including but not limited to the implied warranties of merchantability and fitness for a particular purpose without limitation all warranties against infringement or the like respecting the package are hereby disclaimed by us We do not warrant that any functions contained in this package will meet your requirements or that your use of the package will be uninterrupted or error free We shall have no liability to you or any third party regarding the package the User Manual or otherwise in warranty contract tort or otherwise In no event will we be liable for any direct incidental special indirect general or consequential damage or loss of any nature Such as damage to property damages resulting from delay claims of third parties loss of profits or injury to person which may arise in connection with the use of or inability to use this package This clause shall survive failure of an exclusive remedy We specifically disclaim liability for any and all forms generated by the Package for submissi
115. incorporate them into future versions of T4 TimeSaver Many of the features now available in the system are the result of comments made by people like you who have used the program for years If there is a feature which you would like to see in T4 TimeSaver please call or send us a note and let us know We cannot promise that all suggestions will be incorporated into the system but we assure you that each one will be given our careful consideration Thank you in advance for helping us to make T4 TimeSaver the finest tax slip preparation software available in Canada Hardware Requirements Computer Any Pentium class PC Operating System Windows 98 no longer supported by Microsoft Windows ME no longer supported by Microsoft Windows NT no longer supported by Microsoft Windows 2000 Windows XP and Windows Vista Note Windows is a registered trademark of Microsoft Corporation All product names mentioned in this manual and not listed are trademarks of their respective companies Introduction 1 3 System Memory A minimum of 64 Mb RAM is required to run T4 TimeSaver Typically any system able to run a current version of Windows will be able to run T4 TimeSaver Disk Drives A hard disk drive with at least 20 Mb of available disk space is reguired for installation of the program files while leaving sufficient space for data Data may be stored on either a hard disk or on removable media T4 TimeSaver performs
116. ined letter without the Alt key Many of the menu items have short cut key strokes which can be used instead of opening up the menu and selecting the function These are listed below E Lee Accesses on line help Ctrl P Opens print window with current employee selected where applicable Ctrl A Adds a slip to the current company Ctrl D Deletes the current slip from the current company data Ctrl S Allows you to select from the list of employees for the current company Ctrl PgUp Moves to the first slip for the current company POU Ac Moves to the previous slip for the current company PgDn Moves to the next slip for the current company adding a new slip if current slip is the last slip Ctrl PgDn Moves to the last slip for the current company ERR sies de Switches between a T4 or T5 and its corresponding RL 1 or RL 3 Ctrl G Switches between a slip and its corresponding Summary Ctrl Jo Adjusts the current employee s T4 or RL 1 slip Special Keys for Data Entry During data entry the following keys may prove useful Tab or Enter Moves to the next data entry field Shift Tab Moves to the previous data entry field SE Exits the current screen Home Moves to the beginning of a data entry field End Moves to the end of a data entry field Dei Erases the character under the cursor Backspace Erases the character to the left of the cursor E Opens a
117. iness tax box 39 Canadian social insurance number box 12 Headings for T4A Slips Heading NAME ADDRESS1 ADDRESS2 CITY PROV POSTAL COUNTRY SIN YEAR RECBN CORPNAME1 CORPNAME2 SUPER LUMPSUM SELF TAX ANNUITIES RETIRING Description Employee name Address line 1 Address line 2 City Province code Postal code including space Country code Social insurance number box 12 Year Recipient Business No 1 9 digits Recipient corporation name line 1 Recipient corporation name line 2 Pension or superannuation box 16 Lump sum payments box 18 Self employed commissions box 20 Income tax deducted box 22 Annuities box 24 Eligible retiring allowances box 26 Type max size Currency Currency Currency Currency Currency Currency Currency Text 9 Type max size Text 30 Text 30 Text 30 Text 28 Text 2 Text 10 Text 3 Text 9 Integer 4 Text 9 Text 30 Text 30 Currency Currency Currency Currency Currency Currency Comments Examples amp Defaults Comments Examples amp Defaults Required field 12 14 Heading RETIRINGNON OTHER PATRONAGE PAST PENSION PENSIONNO RESPACCUM RESPED CHARITABLE APPRENTICESHIPIN CENTIVE RECIPIENTNO FNOTE1 FNOTE2 FNOTE3 T4 TimeSaver User Manual Description Non eligible retiring allowances box 27 Other income box 28 Patronage allocations box 30 RPP contributions
118. ing the F8 key will reverse the first and last names e g John Smith will be changed to SMITH John Automatic Calculations For the eligible dividends the Taxable Amount of Dividends and the Federal Dividend Tax Credit are calculated and displayed automatically by the system as follows Taxable Amount of Dividends Actual Dividends 1 45 Federal Dividend Tax Credit Taxable Amount of Dividends 18 9655 For dividends other than eligible dividends the Taxable Amount of Dividends and the Federal Dividend Tax Credit are calculated and displayed automatically by the system as follows Taxable Amount of Dividends Actual Dividends 1 25 Federal Dividend Tax Credit Taxable Amount of Dividends 13 3333 This calculation is suppressed for corporate recipients Recipient ID Number Validation If the recipient is an individual enter the recipient s Social Insurance Number S I N For interest credited to a joint account enter the S I N of only one of the individuals If the recipient is not an individual enter the first nine digits of the recipient s business number if available The T4 TimeSaver will check the validity of the S I N entered and display a warning if it is invalid You can 6 10 T4 TimeSaver User Manual however ignore the warning and continue to enter other information The formula used to test the value of the S I N or business number is found in the CRA Publication Formulae for Federal and Pro
119. ings associated with the user name You can create as many user profiles as you require The user settings can be unique for each user or there can be a number of identical users A user profile is created by typing in a unique entry when prompted for the user name 2 4 T4 TimeSaver User Manual Each user can establish their own settings by selecting User Setup Options from the Setup menu Preferences and default values can then be entered in the various categories See chapter 4 for descriptions of the various settings Alternatively global settings can be established by using the User Administration option in the Setup menu To access this function you must enter the user name Admin upon startup With this function you can add a new user or edit copy or delete existing user settings NOTE DEFAULT VALUES ENTERED IN SETUP WILL BE REFLECTED IN NEW COMPANIES ONLY TO CHANGE VALUES IN EXISTING COMPANIES SELECT EDIT COMPANY INFORMATION FROM THE COMPANY MENU Privacy Protection Additionally user names can be used to restrict access to sensitive information By default there is no restriction to database access but the creator of a database or the person with username admin can restrict access to the database to any users not on a user list Select the Database Access Control from the Setup menu and then select Setup Database Access User List Check the Restrict Access to the current database checkbox The database will be
120. ion or office Date Printed Data entry complete ilat More Info OK Period Ending Enter the date for the end of the period being reported Person to contact about this return The default contact name and phone number entered on the New Company Defaults tab of the Setup menu will appear in this area If no default name and number were entered these fields will be blank In either case you can change the information at this time Certification The default certification name and position entered on the New Company Defaults tab of the Setup menu will appear in this area If no default name was entered these fields will be blank In either case you can change the information at this time Recalculate Recalculates the calculated values returning overridden values to the calculated value More Info Contains the company category printing dates and date filed by Magnetic Media if applicable Entering Summary Information 8 17 T1204 Summary e File Company Forms Reports Tools Setup Window Help la x Few olsalar od T1204 Slip Totals Total T1204 slips fled Box88 H Total service payments Box 82 oo Total mixed payments Box 84 8 00 Person to contact about this return EEE 9 Name Telephone Extension Year Certification Name and surname in capital letters Position or office Date Printed Data entry complete ecalculal More Info OK Person to contact about this return The def
121. ional upon and limited by the terms and conditions of this license You may not a modify adapt translate reverse engineer decompile disassemble or create derivative works based on the program or b loan rent lease or sublicense the program or any copy without the prior written consent of ELM Any violation of these provisions will constitute an automatic revocation of your license to use the program and will subject you to substantial liability under the applicable legislation of the jurisdiction in which the program is being used You are permitted to use the program on any and all personal computers in your office with no restriction on the number of concurrent users Use of the program at other offices i e different street addresses is prohibited unless separate licenses have been purchased for each office 1 4 T4 TimeSaver User Manual Warranty Information We warrant to you for ninety 90 days from the date you received the software package that the package contains an accurate reproduction of the program and the copy of the User Manual is accurately reproduced The program itself is excluded from our warranty To obtain replacement of these materials you must i return the inaccurate package or copy of the User Manual to us within the warranty period or ii first notify us in writing within the warranty period that you have found an inaccuracy and then return the materials to us This limited warranty only covers the orig
122. ions may be to check the force printing to bottom option When this option is selected T4 TimeSaver will attempt to change the paper size to a larger size to force the printer to print lower on the page Some of the pre printed forms from CRA contain fields that are composed of frames one for each character in the field It is not necessary to follow these frames when typing or printing using a printer since the frames are ignored by the Producing Reports 9 7 scanning devices used to read the data However if you would like to have the data stretched to fit one character into each frame you can select the fit numbers text in frames option Print Alignment Before beginning to print you may wish to print a test page If the printing does not align correctly click on the Adjust Margins button and enter values that will offset the printing and move it to the correct place Test Printer This button will print a test page to your Windows default printer in order to determine the maximum printable height for the printer Printing Adjustment Reports A report showing all the adjustments made for each employee can be produced for the T4 and RL 1 slips To generate this report select T4 or RL 1 from the Reports menu Then choose Adjustments from this list of available reports A dialog box will open which will allow you to select the companies for which you wish to print T4 Adjustment Reports and the desired printer Companies Select one
123. it box 151 TOTALCOSTOFUNITS Total cost of units box 152 LIMITEDRECOURSEAMOUNTS Limited recourse am ts box 153 ATRISKADJUSTMENTS At risk adjustments box 154 OTHERINDIRECTREDUCTIONS Other indirect reduct box 155 GENERICEXBOXCODE_F1 Generic extra box 1 code GENERICEXBOXX_E1 Generic extra box 1 descr GENERICEXBOX E1 Generic extra box 1 amount 6 Other amounts and information CAPGAINS Capital gains box 70 CAPGAINSRES Capital gains reserves box 71 CCA Capital cost allowance box 85 Generic boxes where n is 1 to 25 GENERICEXBOXCODE_Cn Generic extra box n code GENERICEXBOXX_Cn Generic extra box n descr GENERICEXBOX_Cn Generic extra box n amount 7 Other amounts and information Generic large boxes where n is 1 to 10 GENERICLARGEBOXCODE_n Generic box n code GENERICLARGEBOX_n Generic box n text Additional Headings for T5015 fields CAPITALSTART Capital account start of period CAPITALCONTR Capital contribution during period OTHERADJUSTMENTS Other Adjustments INCOMEALLOC Income allocated during period DRAWINGS Drawings CAPITALEND Capital account end of period T4 TimeSaver User Manual Type Comments max size Examples amp Defaults Text 3 Currency Currency Currency Currency Currency Currency Currency Text 6 Text 3 Currency Currency Currency Currency Text 6 Text 3 Currency Text 6 Text 30 Currency Currency Currency Currency Currency Currency Appendices 12 23
124. k In either case you can change the information at this time Certification The default certification name and position entered on the New Company Defaults tab of the Setup menu will appear in this area If no default name was entered these fields will be blank In either case you can change the information at this time Recalculate Recalculates the calculated values returning overridden values to the calculated value More Info Contains the company category printing dates and date filed by Magnetic Media if applicable Entering Summary Information 8 3 T4 Summary gt File Company Forms Reports Tools Setup Window Help slelx baten DS PIA sl ca A sl T4 Slip Totals Page 1 T4 slips filed for USA emploueez Employee s CPP contribution Total number of T4 slips Wed Employer s CPP contribution Employment income before deductions Employee s El premiums Registered pension plan contributions Employer s El premiums Pension scheier Employee s PPIP premiums El insurable eamtmges ee ee ee 195 000 00 Employer s PPIP premiums PPIP insurable eating 120 000 00 Income tax dedh ched EE Total deductions reported Slips are unadjusted The Minus remittances totals represent the Balance due Overpayment unadjusted values entered EES by the user UNE enclosed ee F Data entry complete Page 1 Page 2 More Info OK
125. lected companies Amended only to include only the amended slips in the Summary report for the selected companies or Originals only to include only the non amended slips in the Summary report for the selected companies Copy amp Printer Selection Select one or more of the options listed The options will change depending on the Type of Form you have selected Each copy selection has a separate printer selection Accept the printer named in the combo box or select another valid printer from the list Paper Source Accept the paper tray named in the combo box or select another valid paper tray option from the list for the selected printer Font Make sure the Use selected fonts option is checked Select the desired font from the list You can select a different font for each copy of the report 9 6 T4 TimeSaver User Manual Note By selecting a different font you may affect the font size and placement of the printing It is advisable to print a test form to determine whether alignment has been affected by the change in font Type of Forms Select one of the options listed Plain paper to print a facsimile copy of the form on a laser or ink jet printer Pre printed laser forms to print onto preprinted laser forms Sort Returns by If you select Sort returns by Company T4 TimeSaver will print all of the summaries for the first company and then repeat for each remaining company If you select Sort returns by Co
126. list may then be imported into any program capable of opening quote comma delimited files for further processing Usage Analysis The Usage Analysis tool can scan the various storage media attached to your computer for T4 TimeSaver databases and display or optionally print a report showing a list of all databases companies and types of slips that have been entered into T4 TimeSaver You can specify any combination of storage media to scan for this report Please note that the Usage Analysis tool will take several minutes to complete on larger hard drives and over a network connection Calculator Select Calculator from the Tools menu to open a window containing a calculator which can be used for simple mathematical calculations Edit Settings T4 TimeSaver uses ini files to store configuration data It may occasionally become necessary to view and or edit these files directly Under the supervision of a T4 TimeSaver Technical support specialist you can make use of Edit Settings from the Tools menu to examine these files and make any necessary changes 12 10 T4 TimeSaver User Manual Chapter 12 Appendices Appendix A Data Backup Routine backup procedures are essential to protect against data loss or corruption in any computerized system The best time to make a backup copy is just before you turn the computer off at night Do not backup your data onto existing backup disks If you should have a power failure while doing the backup
127. ly as they appear on the TP 600 return See the 2007 Partnerships Guide to filing the Partnership Information Return for full details on the completion of the TP 600 Listed below are some of the fields that may require some additional explanation B Information C Income loss D Amts on f s E Other F Additional Partners Area A Identification Amended retum Quebec enterprise number Partnership s id number Tax shelter id number Business code box 37 Tax shelter s principal business code Tax shelter s principal business descr 3 Resource person 4 Is this a limited partnership IF yes provide name and address of principal general partner Name Address City Prov Postal code 5 Fiscal period from Ir To Data entry complete Recalculate More Info OK Amended Return Leave blank if this is an original form Otherwise check the check box to indicate an amended return Business Code Enter the four digit Business activity code from the RL 15 slip box 38 Tax Shelter s principal business activity and code Enter the two digit code and matching description from the Information concerning the tax shelter section of the RL 15 slip The amounts shown in Area C lines 30 to 70 are the total of the amounts allocated to the partners in boxes 1 to 15 on the RL 15 slips The sources of income and losses are broken down into various categories
128. ly slip the slip window will be closed Remove all Slips This function is available in the Company menu and can be used to remove all slips of any type from the current company This is useful if you wish to initialize the employee data for a given company Enter the type of slips you wish to remove T4 T4A T5 T4ANR NR4 T4PS T4AP T4ARCA T5013 T5018 R2 R15 R17 R25 or T1204 or ALL if you wish to remove all slips of every type for this company Note RL 1 slips will be removed with the corresponding T4 slips and RL 3 slips will be removed with the corresponding T5 slips Removing Inactive Slips Select Remove Inactive Slips from the Company menu to delete only those slips that have all dollar values equal to zero These would be employees that 6 2 T4 TimeSaver User Manual were imported or converted from a previous year but were not employed in the current year Enter the type of slip you wish to remove T4 T4A T5 T4ANR NR4 T4PS T4AP T4ARCA T5013 T5018 R2 R15 R17 R25 or T1204 or type ALL to remove all inactive slips of any type for this company Note You can determine whether inactive slips exist by creating a Company Summary Report The report will list the number of active and inactive slips of each type for the company Note Inac
129. mount was less than 50 and enter the total value in the box labeled Amount for which Relev s 3s not filed Total amount of income of unknown users You will need to calculate this value yourself by totaling the combined income from all RL 3 slips that have Unknown for the recipient s name and address Page 2 Contains additional information required for the RL 3 Summary P File Company Forms Reports Tools Setup Window Help l x Fino JDislalel Bl seal RL 3 Summary Information Page 2 Transmitter Taxation Year Code 0 Original summary R3 slips filed on paper mm Enter transmitter information in Setup User Setups On magnetic media Submitting Relev Magnetic media 3 data on Via Internet magnetic media Filer payer or nominee Filer ID No Enter filer id number and NEO in NEO Edit Company Information Branch No Name of resource person Telephone Certification Title Telephone number Date Printed Data entry complete Recalculate Page 1 Page 2 More Info OK Entering Summary Information 8 23 RL 3 Summary Information Enter the correct year for which the data applies The Code field refers to whether the Summary is an original 0 additional 1 or amended 2 Summary Enter the appropriate code If you are submitting RL 3 data on magnetic media check the box and enter the number of RL 3 slips which are being submitted in this manner Filer payer or nominee Enter th
130. n New Certification Information Fistnamel 7 Change Namel T Change Lastname CC Change Position eooo Change Phone D Change Phanel I Change Ext Change se Zero Out Slips Use this function to clear the dollar values from slips while maintaining the existing employee names and addresses Companies All C Current Select on company category Select from list r Slip Types Ai Select from list Close E Select the all companies in the database just the current database all companies with the entered company category or select individual companies Select either all slips of all types or select the slip type from the list Once the selections have been made click the Proceed button to complete the process Tools 11 3 Move Dividends Amounts in the Actual amount of non eligible dividends box can be moved to the Actual amount of eligible dividends and vice versa on T5 RL 3 T4PS and or RL 25 slips Select Move Dividends from the Tools menu Select the company or companies as well as the types of slips to be processed Indicate the direction of movement i e from eligible to non eligible or from non eligible to eligible N Move Dividends for Selected Companies Companies C All Current C Select on company category EES Select from list NEW COMPANY Slip Types Direction to Move Data 7 T5 andRL 3 e Non eligible to Elig
131. ntinue to enter other information The formula used to test the value of the S I N or business number is found in the CRA Publication Formulae for Federal and Provincial Deductions for Computer Users Entering Slips 6 25 T1204 Input Window gt File Company Forms Edit Reports Tools Setup Window Help 2 x Few das PA a lelama fine DEE Recipient s business name and address T1204 Nemei Sd Name 2 Address Restore City Province Postal cade Sole proprietor name Year Last name First name Initial Government service contract payments 23 Recipient type 82 Service payments only 84 Mixed services and goods payments 12 Sole proprietor s GIN 61 Recipient s BN 86 Partnership s filer ID Name The recipient name should be entered with the surname first followed by a comma and then the first name The name can be formatted easily by pressing the F5 key The T4 TimeSaver program will change the surname to block letters ensure that the first letter of the first name is capitalized and insert a comma if none was entered e g SMITH John Pressing the F8 key will reverse the first and last names e g John Smith will be changed to SMITH John Status Indicate whether the current slip is an amended duplicate or additional slip Otherwise this field can be left blank Recipient Type Code Enter one of the following valid codes to identify the types of recipient 1 for an individual other than a trust 3 for a corpo
132. nts set to zero Use legal paper 8 x 14 and Landscape orientation Current Printer This command button accesses the Print Setup dialog box where you can select the default printer for printing Edit List Reports and the source paper tray manual etc of the paper Note An asterisk beside a S I N indicates that the S I N value is invalid See GIN validation in Chapter 6 Printing the Company Summary Report A Company Summary Report is a listing of the companies in the current database with the number of active and inactive slips of each type Select Company Summary Report from the Reports menu to generate this report A 9 10 T4 TimeSaver User Manual dialog box will open which will allow you to select which companies to include the number of copies to be printed the printer to use and whether to print the report or display it on the computer screen Companies Select one of the three options listed below All to print the Summary reports for all companies in the current database Current to print the Summary report for only the current company or Selected to print the Summary reports for the companies you select If you choose Selected click on the Select button to get a list of the companies contained in the current database Choose the companies you wish to print a Summary Report for using the Select Unselect Select All and Unselect All buttons When all the required companies have been added to the
133. o create the following table Provincial allocation BC 18 5 AB 12 0 QC 12 3 etc you would enter the following in the Details column of your import file 12 26 Provincial allocation BC 18 5 AB 12 0 QC Headings for RL 17 Slips Heading STATUS NAME1 NAME2 ADDRESS1 ADDRESS2 CITY POSTAL PROV COUNTRY YEAR DEDUCTION INCOMEYEAR INCOMESTAY ALLOWANCEYEAR ALLOWANCESTAY DAYSOUTSIDE PERIODSOUTSIDE DATEDEPARTURE DATERETURN FOREIGNCOUNTRY SIN REFERENCENUMBER Description Status of slip Recipient name line 1 Recipient name line 2 Address line 1 Address line 2 City Postal code including space Province code Country in address Year Total deductions box A Total employment revenue box B Total income for stay box C Allowance in year box D Allowance for stay box E Days outside Canada box F Number of 30 day periods box G Departure date from Canada box H Return date to Canada box l Name of foreign country box J Social insurance number Employer reference number Headings for RL 25 Slips Heading NAME1 Description Recipient name line 1 T4 TimeSaver User Manual 12 3 etc Comments Examples amp Defaults Type max size Text 12 Amended etc Text 30 Required field Text 30 Text 30 Text 30 Text 28 Text 10 Text 2 Text 3 CAN USA etc Text 1 Currency Currency Currency Currency Currency Integer Integer
134. o make up the difference when filing the Summary It would then be up to the employer to collect the under contributed employee s portion from the employee K Enter the maximum amount by which tax may be reduced If item M was selected you may enter the maximum amount by which tax may be reduced This option prevents the tax from being decreased to zero For example if you only wanted tax to be decreased by a maximum of 100 enter 100 in this field 8 6 T4 TimeSaver User Manual Chapter 8 Entering Summary Form Information From the main menu select Forms and then select the type of Summary you wish to view or click on the Go to summary icon from the toolbar while editing a slip All values that can be calculated from the information entered onto the slips will appear on the summary form in blue The remaining values will need to be entered manually These will generally appear as white boxes and the cursor will move from one to the next skipping the calculated values See the specific form and field below for more information Overriding Calculated Values If it becomes necessary to edit a calculated field you may do so by pressing the F4 key The background colour of the field will change to indicate the value is no longer the calculated value and you will be able to enter the desired value To return to the calculated value click the Recalculate button NR4 Summary f File Company Forms Reports Tools Setup
135. of the three options listed All to print the Adjustment report for all companies in the current database Current to print the Adjustment report for only the current company or Selected to print the Adjustment report for the companies you select If you choose Selected click on the Select button to get a list of the companies contained in the current database Choose the companies you wish to print the Adjustment Reports for using the Select Unselect Select All and Unselect All buttons When all the required companies have been added to the selected list click on Close Or click on Filter to select the companies to include by data entry status printing status magnetic media processing status or company category See the section entitled Using Filters at the end of this chapter Order of Slips Select one of the options listed below Order by selected field lists employees sorted by selected field or Order in data entry sequence lists employees in the order they were entered Copies of Report Type in the number of copies you require 9 8 T4 TimeSaver User Manual Output Report to Select one of the options listed below Display shows the report on your computer monitor or Printer prints the report on paper Options Select one of the options listed below Detailed report which shows the entered and adjusted values for each employee s CPP QPP El and tax deduction as well as a Summary for
136. ome Amuflez eee 0 00 Taxable dividends non eligible Federal dividend tax credit rhe Dm Eligible for resource allowance ded n 0 00 Interest from Canadian sources Unclaimed amounts dividends and interest 0 00 Other income from Cdn sources oo Tax deducted from unclaimed amounts 0 00 Foreign mnceome ees Dm Actual amount of eligible dividends 0 00 Foreign tax pa Dm Taxable amount of eligible dividends 0 00 Dividend tax credit for eligible dividends 0 00 Person to contact about this return Name Telephone number Certification OK Authorized person Position or office Date Printed T5 Summary Information Fill in the year filer ID number language choice and indicate whether it is an amended or additional Summary Also indicate if you have filed a T5 Summary before T5 Slip Totals You must enter the unclaimed dividends and interest and the tax on this unclaimed amount Person to contact about this return T4 TimeSaver will automatically use the data entered in New Company Defaults in the Setup menu when the company was first created You can however change the information if required Certification T4 TimeSaver will automatically use the data entered in New Company Defaults in the Setup menu when the company was first created You can however change the information if required Recalculate Recalculates the calculated values returning overridden val
137. on to CRA or Qu bec s Minist re du Revenu It is the users responsibility to ensure that the proper forms are used and with respect to the Relev slips that the serial numbers on the forms are unique and within the range assigned to the user by ELM Computer Systems Inc Introduction 2 5 Chapter 2 Getting Started Installation T4 TimeSaver may be installed on any hard disk drive accessible to your computer Single User and Network installations are described below If you used T4 TimeSaver last year you may install the program without affecting last year s database nor will reinstalling the current program affect the current year s database We strongly recommend against storing data files on floppies as data loss will occur when the database exceeds the capacity of the floppy disk For fastest program response and most secure retention of data it is recommended that data files be stored on either a local or network hard disk Data files can also be stored on many USB flash drives provided sufficient space is available To install T4 TimeSaver from the CD follow these steps 1 Copy the original CD media and store the originals in a safe place 2 Close all open applications to avoid possible conflicts with open programs 3 Insert the copy of the installation CD in an appropriate drive 4 Click on the Windows Start button For XP select Run from the menu displayed for Vista type Run in the search box Type d t4setup repl
138. ormation into T4 TimeSaver this tool allows you to do so You can import company information as well as employee information for any slip type currently supported by T4 TimeSaver s Magnetic Media function Import from Payroll Plus version only Follow the instructions from your payroll package for submitting your T4s either by the internet or as a magnetic media submission In either case save the created file on your local computer Select Import from Payroll from the Import subdirectory of the Tools menu The following window will appear Source File Company Selection Drive Sc E Import both slips and company information Directoy SET Import only slips information Select Company Create Company gj O1R2 Working Copy Destination company Shadowland Filename 2003 TA xml Please select either ML file or Magnetic Media file created from your payroll software Source filename Start Import Cancel Browse to the drive and directory where you saved the T4 submission file and highlight the correct file Select the appropriate Company Selection option and select the company if required Click the Start Import button to import the data Tools 11 9 Export Names and Addresses The Export tool permits you to create a list of employee names and addresses to a quote comma delimited text file You may select to export data from a single company or a group of companies for any or all types of slips This
139. ou may select this option for French speaking employees In some cases T4 TimeSaver may try to switch to a paper size that your printer driver cannot accommodate Checking the use default paper size option will cause the program to use the paper size selected in Windows Some printer drivers allow printing closer to the bottom of the paper than others In some cases the preprinted forms cannot be completed because the particular printer driver cannot print as close to the bottom of the form as is necessary If this is the case T4 TimeSaver will warn you that there is a problem and offer some possible solutions One of the solutions may be to check the force printing to bottom option When this option is selected T4 TimeSaver will attempt to change the paper size to a larger size to force the printer to print lower on the page If you wish to have the employee number appear in the address field of the slip select the Print employee name followed by employee number option Print Alignment Before beginning to print you may wish to print a test page If the printing does not align correctly click on the Adjust Margins button and enter values that will offset the printing and move it to the correct place Test Printer This button will print a test page to your Windows default printer in order to determine the maximum printable height for the printer Printing Summary Reports Note that the T5013 summary and the T5014 T5015 and T5017 par
140. ow Help x Ss EE Fist Company Cafe eh e mala Name gt Aiton si Recipient name and address Namet oY ents Name 2 ER J Address Restore s Quebec RL 3 OK City Province AL 3 required j Postal code for this recipient F Cancelled Other Information Original 1 Individual 21 Report code 22 Recipient ID number 23 Recipient type 27 Foreign currency 28 Transit 29 Recipient account Year 10 Actual amt of 11 Taxable amt of 12 Dividend tax 13 Interest from 14 Otherincome 15 Foreign dividends dividends credit Canadian sources from Cdn sources income 0 00 0 00 0 00 0 00 16 Foreign tax 18 Capital gains 19 Accrued 20 Resource paid 17 Royalties dividends income Annuities allow deduction 0 00 0 00 24 Actualamtof 25 Taxable amt of 26 Dividend tax eligible dividends eligible dividends credit eligible div 0 00 Recipient Name The recipient name should be entered with the surname first followed by a comma and then the first name The name can be formatted easily by pressing the F5 key The T4 TimeSaver program will change the surname to block letters ensure that the first letter of the first name is capitalized e g SMITH John and insert a comma if none is entered Pressing the F8 key will reverse the first and last names e g John Smith will be changed to SMITH John Recipient ID Number Validation If the recipient is an individual enter the recipient s Social Insurance Number
141. password Database Access Control The administrator admin also has access to the Database Access Control function To restrict access to a database select Database Access Control from the Setup menu Select the Setup Database Access User List from the submenu Check the Restrict access to the current database checkbox The only users allowed access to the database will be admin the user that originally created the database and any user names that appear in the box Click the Select Users button to add or remove names from the list N Database Access Control x jw Restrict access to the current database ADMIN creator SARAH and users in the list below have access to the current database GEORGE feet Contribution Rates and Constants The administrator can change the rates and constants if required Click the Default button to return the values to the 2007 legislated values User Setup Options 5 5 Chapter 5 Company Information Creating a Company You can enter as many companies as you would like into each database as long as each company has a unique name To create a new company in the current database select New Company from the Company menu Company information is entered on the Identification tab and the T4 Adjustment Options tab Identification You must enter a company name which is unique to the current database It is possible to have the same company name in different databases You
142. past service box 32 Pension adjustment box 34 Pension plan reg number box 36 RESP accumulated income pay ts box 40 RESP educational assist pay ts box 42 Charitable donations box 46 Apprenticeship incentive grant Recipient s number box 14 Footnote 1 Footnote 2 Footnote 3 Type max size Defaults Currency Currency Currency Currency Currency Text 19 Currency Currency Currency Currency Text 12 Text 30 Text 30 Text 30 Comments Examples amp The following fields are for magnetic media filers only Consult CRA s magnetic media specifications for details On printed T4A slips most of this information is included as footnotes However the T4 TimeSaver import procedure will NOT create footnotes from this information To import footnotes that will appear on printed slips use the headings FNOTE1 FNOTE2 and FNOTES above BOX16CODE Box 16 code Integer 2 0 9 13 14 UNREGPEN Unregistered pension plan Currency SIPENSION Status Indian pension or superannuation Currency BOX18CODE Box 18 code Integer 2 2 8 9 10 13 14 LUMPSUMACC Lump sum payments accrued to 12 31 97 Currency LUMPSUMSI Status Indian Lump sum payments Currency LUMPSUMRPP Lump sum payments RPP not eligible Currency LUMPSUMDPSP Lump sum payments DPSP not eligible Currency LUMPSUMNONRES Lump sum payments non resident services Currency LUMPSUMUNREG Lump sum payments unreg d pension ben Currency LUMPSUMNO
143. py Number the copy 1s for all the companies will print first followed by all of the copy 2s etc You may also choose to print the current date or change to another date if appropriate Options Whenever a laser form is being printed the option to pause between copies for paper change will be available If this option is checked the program will prompt you to change paper between copies 1 and 2 and between copies 2 and 3 You may elect to print inactive nil forms These are slips that have all dollar values set to zero These slips will not print unless this option is checked If you have been sent pre printed summaries from CRA they may already contain the company name address and business number as well as the code for the applicable tax centre In this case you would select the name address preprinted option to suppress duplicate printing of this information In some cases T4 TimeSaver may try to switch to a paper size that your printer driver cannot accommodate Checking the use default paper size option will cause the program to use the paper size selected in Windows Some printer drivers allow printing closer to the bottom of the paper than others In some cases the preprinted forms cannot be completed because the particular printer driver cannot print as close to the bottom of the form as is necessary If this is the case T4 TimeSaver will warn you that there is a problem and offer some possible solutions One of the solut
144. ration or 4 for a trust or a partnership 6 26 T4 TimeSaver User Manual Relev 1 Input Window f File Company Forms Edit Reports Tools Setup Window Help CIE pve JDlelalal ai Alone Dees SS Er and address veier SEN m Address Standard deductions 0 00 _Net Pay Restore City Province Other deductions OK Postal code Net Pay 0 00 Go to T4 Other Information Footnotes Go to T4A sn Ret ro EE GOSS A Employment B Employee s C Emplovee sEl D Pensionplan E Quebec income QPP contribution premium contributions income tax ded F Union dues G QPP earings H Employee s A J Private health K Travelina N Charitable QPIP premium DPP eamings plan prescribed zone L Other benefits M Commissions donations P Multi employer R Income situ 8 O Other income insurance plan Q Deferred salary on reserve S Tips received V Meals and W Personal use T Tips allocated U Phased Retire accommodation of employer s auto mc A Relev 1 will always be added when a T4 is created that has QC entered as the Province of Employment Conversely a T4 will also be added automatically for each Relev 1 entered Note that the Province of Employment is always QC for any RL 1 created When you are adding a Relev 1 or a T4 all the relevant values dollar amounts name and address etc are carried over to the corresponding form Footnotes and boxes that are specific only to the Relev 1 or the T4 will not be carried over See Appendix F Equivalent
145. rency Currency Currency Currency Currency Currency Currency Currency Currency Currency Text 60 Integer 2 Integer 2 Currency Text 15 Text 15 Text 15 Integer 2 Comments Examples amp Defaults see Guide see Guide 0 22 see Guide 12 16 T4 TimeSaver User Manual Headings for T4A NR Slips Heading NAME ADDRESS1 ADDRESS2 CITY PROV POSTAL COUNTRY YEAR STATUS RECIPIENTCODE BN TAX REDUCTION CITYPROV DAYSINCANADA FOREIGNSIN SIN PROFNAME INDUSTRY COUNTRYRES Description Recipient name Address line 1 Address line 2 City Province code Postal code including space Country Taxation Year Status of slip Recipient Code box 11 Business Number Box 13 Income tax deducted box 22 Reduction authorized box 23 City and Province where services tendered Number of days recipient was in Canada Foreign Social security number box 14 Canadian social insurance number box 12 Professional name box 16 Non resident s service industry Country of Residence Headings for T4A P Slips Heading NAME ADDRESS1 ADDRESS2 CITY PROV POSTAL Description Employee name Address line 1 Address line 2 City Province code Postal code including space Type max size Text 30 Text 30 Text 30 Text 28 Text 2 Text 10 Text 3 Integer 4 Text 12 Text 1 Text 15 Currency Text 1 Text 32 Integer Text 20 Text 9 Text 30 Text 4 Text 3
146. restricted to the creator and the user Admin unless additional usernames are added to the list What s on the T4 TimeSaver Window The title bar of the main window contains the name of the program and the name of the current database Beneath it is the main menu Each menu item can be accessed by clicking its name Under the main menu are both the current company name and the icon toolbar Clicking the company name will give you a list of all the companies available in the current database and will allow you to switch to any other company The icons that appear in colour are available to use IZ T4 TimeSaver lof x File Company Tools Setup Window Help Olsa ei lle lol Those that are greyed out are only available when a form is open See the section below on Toolbar Icons for details on the individual icons Use of Special Keys The T4 TimeSaver makes use of some special keys and key combinations to facilitate your data entry and editing Getting Started 2 5 Short cuts Any command button that has an underlined letter can be accessed by simultaneously pressing the Alt key with that underlined letter E g pressing Alt K would have the same affect as clicking on the OK button In the same way each menu title at the top of the window can be selected by simultaneously pressing the Alt key with the underlined letter When the menu is open you can select from the list of topics by simply typing the underl
147. rmat of the text file is quite similar to the format used by QuickBooks for its export and import files The file is structured with keywords in capital letters that serve as row and column headings The keywords that appear at the beginning of each row identify the type of information in that row For example the keyword T4 indicates that the row contains data about a T4 slip Generally rows that begin with the same keyword are grouped together For example all of the T4 entries appear as a single block of rows in the file Each block in turn has its own column headings that appear in capital letters in the cells of the first row in the block The column headings identify the type of information that each column in the block contains There is one important exception to the rule that rows are grouped by keyword If your import file includes both company and slip information the slip information must follow immediately after the company to which it applies For example if your import file includes two companies with their associated T4 data the blocks of information would be in sequence as follows Company 1 T4 s for Company 1 Company 2 T4 s for Company 2 11 6 T4 TimeSaver User Manual You may optionally choose not to import company information but to add the company information using T4 TimeSaver The Import function will prompt you for the company to import slip information into If you select the company this way the import fil
148. rmation 8 25 RL 25 Summary P File Company Forms Edt Reports Tools Setup Window Help lalx Paz Jee ai ollel 3 Year Nameorplan O o O RL 25 Slip Totals Total RL 25 slips filed 0 Cancelled allocations Box E owl Actual dividends Box A oo Taxable Dividends Box F owl Capital gains Box B oog Dividend tax credit Box G Gapital gains forexemption BoxC 0 00 Foreign income tax Box H Other amount Box D oo Qu bec income tax Box ow Certification Position or office Telephone number Date Printed Data entry complete Recalculate More Info OK Certification The default certification name and position entered on the New Company Defaults tab of the Setup menu will appear in this area If no default name was entered these fields will be blank In either case you can change the information at this time More Info Contains the company category printing dates and date filed by Magnetic Media if applicable 8 26 T4 TimeSaver User Manual TP 600 Partnership Information Return The TP 600 has multiple pages Across the top of the screen there are seven tabs Identification for boxes 1 9 Information for boxes 10 20 Income loss for boxes 30 70 Amounts on financial statements for boxes 80 86 Other Information Additional Amounts for Allocation and Partners Each tab has up to three pages of data entry screens Most of the data entry fields appear exact
149. rse override it for a specific employee If the province code is set to QC the Employee s QPP contribution box is included in the data entry fields and you will be unable to access the CPP box If any other province code is entered the Employee s CPP contribution box will be accessible but not the QPP box Also if the province code is QC a Relev 1 slip can be accessed by pressing F9 or clicking the Go to RL 1 button S I N Validation T4 TimeSaver will check the validity of the S I N entered and will change the background colour of the S I N field to red if the S I N is invalid You can however ignore the warning and continue to enter other information The formula used to test the value of the S I N is found in the CRA Publication Formulae for Federal and Provincial Deductions for Computer Users When the edit list or detailed adjustment report is printed or displayed there will be an asterisk beside any invalid GIN values Entering Slips 6 7 CPP Pensionable Weeks If you have selected Adjust based on number of pensionable weeks for the CPP OPP Adjustment Option on the T4 Adjustment Options tab of the Company Information a value must be entered into the input field CPP Pensionable Weeks This field will default to 52 or 53 depending on the value entered under Maximum Number of Pensionable Weeks but you may override this value for specific employees El Insurable Earnings A value should only be entered in the El Insurabl
150. rsion on 6 20 T5013 Sch 8 T5014 Input Window Plus version only esse ees ee ee ee 6 22 T5013 Sch 50 T5015 Input Window Plus version on 6 23 T50 le MEUL VIRAOW si ate Catt a ahh ait Cant a aki ad 6 24 T1204 Input Window EE 6 25 Relev 1 Input Window ER ane WER ea wee eee ER GE ee Ke 6 26 Relev 2 Input nee EE 6 28 Relev 3 Input Window ee 6 29 Relev 17 Input WINdOW ee Ee 6 32 Relev 25 INPUT EE 6 33 Relev 15 Input WindOW Es EE 6 34 Chapter 7 Adjusting T4s and Relev 1S ees ees ee EER ER RE RR RR Gee AE 7 36 Making adjustments to T4s and PR 7 36 REversinaAdjusiMERS ER EE ED ED Ee EE EE ee 7 36 Setting Adjustment Options iese ee RR RA ee ee Re ee ee ee 7 36 GPEIOBP Adjustment ODliONS REEN BR EE a ER GO Eg ee 7 2 E Be tt n 7 3 QPIP Adjustment Options NS N SS GE OES EG mien tae 7 4 Transfer Over Remittance un 7 4 OME Options dese 7 5 Chapter 8 Entering Summary Form Information ccccccssseessseeeeeeeeeeees 8 6 DURAN E 8 6 T SUMMA oe ste eed os nee snared N N Ee de 8 3 TAA SUMMA EE 8 5 ARAN PR Summary EE EE EE 8 7 RE DS LG N EE EE Ee 8 8 OES Een AO EE eee oe ae N EE eee eee 8 9 T4A RCA SAAL EE 8 10 BE E one OE EE A OU EE EN 8 11 TOTS SUMMA EE 8 12 HRS Sa EIER 8 16 T1204 SUINIG sheesh eege eege teen beet hee 8 17 PU TST Le EE 8 18 Pubes So WII ANY oie is scat etst ice Gee can EEEEEEEEEE EEN 8 21 R3 SUMMARY eerie dca eebe eene ees 8 22 De EE 8 24 ES KA MI N EG 8 25 TP 600 Partners
151. ry to import my data from a text file The format of the text file must be exactly correct for the T4 TimeSaver to be able to read and interpret the data Make sure there are no blank rows or columns Try removing all columns with the heading NULL Also try selecting the data cells from the top left to the bottom right copying them and pasting them into a new spreadsheet Save this new spreadsheet as a tab delimited text file and try the import from text function again 7 I get the message Cannot execute external program regedit exe when installing the program The installation program needs to be able to find the file regedit exe It is normally in your Windows directory The solution is to make sure that regedit exe is in the Windows directory and that there is a path set to that directory The path is usually set in the autoexec bat See your systems administrator for help if needed 8 My computer hangs when I start up T4 TimeSaver or My computer hangs when start up the program and enter the user name This indicates that the file USER YY MDB is likely damaged You can delete the files USER YY MDB and USER YY BK You will then need to set up the user names again If you have a large number of users you may wish to attempt repairing the USER YY MDB database To do this rename USERYY MDB Then startup T4 TimeSaver Select Repair Database from the Tools menu and point to 12 4 T4 TimeSaver User Manual th
152. s 6 19 Relev 3 Reguired If a Relev 3 will be printed for the current recipient check the Relev 3 Required box You can then use the Go to RL 3 button in the top right corner of the form to view and edit the Relev 3 slip Note that Revenu du Qu bec has specified that where the recipient is a corporation i e the recipient type code is 3 the dividend income should be entered on the RL 3 as Other income from Canadian sources box E and not as Actual amount of dividend box A When adding a new T5 slip with recipient type code of 3 any amount entered in box 10 will be added to income entered in box 14 and will be carried over to box E of the corresponding RL 3 slip 6 20 T4 TimeSaver User Manual T5013 Input Window Plus version only IA 2007 T4 TimeSaver Bobs Company 15013 Slip 6 File Company Forms Edit Reports Tools Setup Window Help WONDERFUL WORLD OF WO Delga ei Ce aa Name z Slip 2 of 2 Partner s name and address Ha l KN Name JONES Bob 1 Boxes 2027 E Boxes 150 DE 2 Boxes 35 34 6 Other amounts 3 Boxes 26 59 Z Other amounts Restore City Prov Toronto ony 4 Boxes 120 8 SCH 50 Postal code M3H ENS County CAN Address 147 Main St Recalculate 09 Partnership 10 Partner s share 07 County 08 Membercode ed held oer 15 Satus 11 Recipient s id can Yi oe 15 0000 50 0000 J
153. s between your office and its clients may prohibit sending client and or corporate data to another entity such as ELM Getting Started 3 9 Chapter 3 Working with Databases Creating a Database A T4 TimeSaver database is a collection of the data for one or more companies in a single file on your computer Each database can contain the data for numerous companies and you can create as many databases as you wish To create a database select New database from the File menu First select the folder in which you want to store the database You can select any local or network folder available to your computer If a multi user network version of T4 TimeSaver is being used the database should be stored on a network drive so that it can be accessed by all users Next you will need to give the database a name Enter a valid Windows filename If you enter the extension it must be t07 If no extension is entered the extension will default to t07 Create New Database 2 x Save in T4TimeSaver Ir ET i 3 MyData t06 SI File name T4Data t06 Save Save as type TimeSaver files t06 x Cancel Click Save to create the database and exit the Create New Database dialog box The new database will be automatically opened and its name will appear in the title bar of your T4 TimeSaver window If you already have a database open when you choose New database the current database is automatically closed be
154. s number is the number of weeks in the employer s fiscal year and is used in the above calculation to prorate the CPP QPP basic exemption The default value is 52 weeks but can be changed to 53 weeks if required EI Adjustment Options D Adjust El premiums if over annual maximum If this option is selected the El will only be adjusted if it is greater than standard annual maximum of 40 000 x 1 46 or 584 00 for employees with Qu bec as their province of employment standard annual maximum of 40 000 x 1 80 or 720 00 for all other provinces NOTE THAT THIS OPTION CAN BE SELECTED ALONE OR WITH E OR F E Adjust El premiums based on Insurable Earnings If this option is selected the El will be calculated as El insurable earnings x 1 46 for employees with Qu bec as their province of employment El insurable earnings x 1 80 for all other provinces If E l insurable earnings are not entered gross pay will be used F Adjust insurable earnings based on El premiums This option assumes the entered amount for El deducted is correct When this option is selected El insurable earnings will be calculated as the minimum of El deducted box 18 1 80 or El deducted box 18 1 46 for Qu bec 40 000 and Employment income box 14 NOTE THAT ONLY ONE OF E OR F MAY BE SELECTED 7 4 T4 TimeSaver User Manual QPIP Adjustment Options G Adjust QPIP premiums if over annual maximum If this option is
155. s that are reguired to be filed with a T5013 submission as well as some documents that may need to be filed if they apply Certification Enter the name and position of the authorization partner responsible for the T5013 submission Partners LZ 2007 T4 TimeSaver Bobs Company 15013 Summary P File Company Forms E Reports Tools Setup Window Help WONDERFUL WORLD OF WO D E g ei E A Identification B General C1 Totals C2 Totals D Misc E Checklist E Cettification Partners Partners information may be entered by selecting Partnership T5013 Slips from the Forms menu To distribute the amounts on this summary to the partners based on the percentages shown below click Recalculate BROWN Bob 7891234565 15 0000 90 0000 JONES Bob 1472583694 15 0000 50 0000 Shows the name Identification number Units or interest owned and the Percentage share of each partner in the partnership More Info Contains the company category and printing dates if applicable 8 16 T4 TimeSaver User Manual T5018 Summary Other Information T5018 Slip Totals N Choice of language for Total T5018 slips filed Box 80 For the period ending correspondence jw English French Total construction subcontractor Trade name if different from legal name payments Box 82 Person to contact about this return Certification nemen ae Name and surname in capital letters Telephone Rm Posit
156. se se ee ee 6 27 el ME EER VERE EE Lie Ee Ve De 6 26 BULLE OR MR AE OM Duct ate 8 18 RL 15 SH E 6 34 RL 17 RE E ee 6 32 eet Le EE 8 24 Select COMPANY EE 2 6 Select COMPANY EE 5 2 Selecting paper source der e OU EE 9 3 Serial Numbers TEMOVING ies ee ote athe eae 10 7 n AE N EO E 10 7 Setting magnetic media ee ek ee ee ee d 2 Settings CPP pensionable Weeks ese se se ee ee ee ee 6 7 EI insurable earnings Settings adjustment Options 0 cece se sk ee ge ee ke ee 5 5 province of employment eee see se ee ee ee 6 6 Short cuts data REY se EE BEER ee iea Re keystrokes Ser later EE Adjusting T2e Rt Te 5 5 amending EE N EE 12 8 Sender 6 7 cancelling laee Se ee ke Ge ee ee ee ee 12 8 creating ote AE Da EE 6 2 delenn Es is Ee EECHER 2 6 6 6 finding ELI Ee AE k remove all ede EE ES N oge ee remove inactive Sorting TEDOTISD EA e Ee 9 3 Starting the Programm c e 2 2 Status data ef ese te ee ee Re eon tes 8 3 9 11 magentic media 9 11 PRIESKA EE eee cel nts etna cesta a 9 11 Summary EEN 12 8 CANCELING ooo cece sees ee ee Re Re Se Re Ge ee 12 8 creating TAP SEE GE DE EG 8 9 T4A RCA TA NR EE ES EN SS 8 7 TAPE EE 8 8 TE SERE DR EA Ee GE De 8 11 Support LOCTINICE sic EE N EE E 1 7 System Wan Pin esses Siete ets sls eS gee 12 3 System Enhancements 1 2 T1204 SLEDS EE er A 6 25 laai GER RE I a eS 8 17 T4 EU EE 2 7
157. select All buttons When all the required companies have been added to the selected list click on Close Producing Reports 9 3 Slips Select one of the four options listed All to print all the slips for the selected companies Amended only to print only the amended slips for the selected companies Originals only to print only the slips that have not been amended for the selected companies or Selected to print only the selected slips for the current company If you choose Selected click on the Select button to get a list of the employees for the current company Choose which employees you wish to print slips for using the select unselect select all and unselect all buttons When all the required employees have been added to the selected list click on close Copy amp Printer Selection Choose which copies of the slips you wish to print by checking one or more of the boxes The options will change depending on the Type of Form you have selected Each copy selection has a separate printer selection Accept the printer named in the combo box or select another valid printer from the list Paper Source Indicate manual feed or one of the paper tray options listed for the selected printer Font Make sure the Use selected fonts option is checked Select the desired font from the list You can select a different font for each copy of the report Note By selecting a different font you may affect the font size and placement
158. selected the QPIP will only be adjusted if it is greater than standard annual maximum of 59 000 x 0 416 or 245 44 NOTE THAT THIS OPTION CAN BE SELECTED ALONE OR WITH E OR F H Adjust QPIP premiums based on Insurable Earnings If this option is selected the El will be calculated as QPIP insurable earnings x 0 416 If QPIP insurable earnings are not entered gross pay will be used l Adjust insurable earnings based on QPIP deducted This option assumes the entered amount for QPIP deducted is correct When this option is selected QPIP insurable earnings will be calculated as the minimum of QPIP deducted box 55 0 416 59 000 and Employment income box 14 NOTE THAT ONLY ONE OF E OR F MAY BE SELECTED Transfer Over Remittance J Transfer employer s over remittance of CPP QPP or El to the following employee When adjustments reduce total deductions for the company the employer s portion of the over remittance may be transferred to the tax of an owner or shareholder Ifa S I N is entered here then any net overpayment of CPP QPP and El resulting from adjustments calculated by the program will be credited to the tax deducted for the T4 RL 1 of this employee This adjustment will be reflected in the adjusted tax on the Adjustment reports for the particular employee Entering Summary Information 7 5 K Increase the gross pay with over remittance If an over remittance is created by the adjustments
159. stment options involving CPP Adjust CPP if over maximum or under minimum Adjust over under paid CPP to tax based on number of pensionable weeks See information in Chapter 7 Adjusting T4s and Relev 1s for details The first option provides only a rough adjustment It will either adjust CPP up to the minimum or down to the maximum If it falls in between these two it will not be changed This option was implemented for situations where it is not desirable to enter the number of pensionable weeks on each T4 slip Because the system does not have the number of weeks available to calculate prorated CPP exemptions if any it must assume that there is no exemption The calculated CPP may therefore be higher when this option is used The second option requires you to enter the number of pensionable weeks on each T4 slip defaulting to the value entered for this option Thus the program has enough information to calculate prorated exemptions and a more exact adjustment results 3 When I print to pre printed laser forms the printing doesn t line up From the printing dialog box click on the Adjust Margins button Enter positive or negative values into the spaces provided under the headings Vertical and Horizontal Positive values will move the printing down or to the right while negative values will move the printing up or to the left You can indicate different adjustments for each type of form listed Appendices 12 3 4 El insurabl
160. surance box J Travel box K Other taxable benefits box L Employment commissions box M Other taxable income box O Multi employer insurance box P Deferred salary box Q Exempt income for an Indian box R Tips received box S Tips allocated box T Phased retirement box U Code for Box O Recipient is business Recipient Quebec identification number Footnote 1 Footnote 2 Footnote 3 Headings for NR4 Slips Heading NAME1 NAME2 ADDRESS1 ADDRESS2 CITY PROV POSTAL Description Recipient name line 1 Recipient name line 2 Address line 1 Address line 2 City Province code Postal code including space Type max size Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Text 2 Yes No Numeric 10 Text 30 Text 30 Text 30 Type f max size Text 30 Text 30 Text 30 Text 30 Text 28 Text 2 Text 10 Comments Examples amp Defaults Comments Examples amp Defaults Required field 12 12 Heading COUNTRY STATUS TAXYEAR RECTYPE COUNTRYCODE PAYERID SIN INCOMECODE1 CURRENCYCODE1 INCOME1 TAX1 EXEMPTIONCODE1 INCOMECODE2 CURRENCYCODE2 INCOME2 TAX2 EXEMPTIONCODE2 T4 TimeSaver User Manual Description Country in address Status of slip Year box 10 Recipient Type box 11 Country code box 12 Payer or remitter Identification Number Foreign Social Securi
161. te only to run the validation report on its own or select a filing method to both validate and create the filing media at the same time If the data fails the validation procedure the filing will be aborted Ensure that the transmitter information is complete and correct See Edit Transmitter Information in Chapter 10 for details Click on Process The Critical Error Report will be generated This report will list the location of missing or invalid data that will cause the data submission to be rejected by the CRA or MRQ These errors must be corrected before a magnetic media or internet submission can be made 9 2 Critical Errors T4 TimeSaver User Manual Print Close Data contains critical errors which will have to be fixed before creating a submission file 8 z Critical Error Report Data File CAT4TimeSaver MyData t06 Printed 11 27 06 at 8 57 44 AM Slips T4 The items in this list must be corrected before filing the selected data Company MY COMPANY Message Check the employer account number in the company information screen Data as entered data is missing Schema Error pattern constraint failed The element bn has an invalid value according to its data type Company MY COMPANY Message Check the contact name in the T4 Summary Data as entered data is missing Schema Error minLength constraint failed The element cntc nm has an invalid value according to its data type Company MY COMPANY Message Check the conta
162. that may be subject to different income tax rules Include income from both Canadian and foreign sources in Canadian currency By pressing the Recalculate button on the summary form or RL 15 slip the information entered in this area will be allocated among the partners and posted to the RL 15 slips according to each partner s share of net income or loss Entering Summary Information 9 27 Chapter 9 Producing Reports Validating Data This report will be run automatically when you process returns for Internet or magnetic media filing Both the CRA and MRQ have strict filing requirements The validation procedure will identify any missing or invalid data and allow you opportunity to correct the data before transmitting it Select the Qu bec or Federal validation process D Eile Company Forms Reports Tools Setup Window Help l x NeW COMPANY Dice eh SB eeel Ej Companies Return types NEW COMPANY T1204 T4 A eege T5 c Selecte Ze Selected Select Filter V Copies of report Options See 1 Validate Only Intemet CD DVD Diskette File Slip Type Close D Original ei Validation Options w Suppress warnings related to format of names Edit Transmitter Information Show Schema Errors Current printer production HP LaserJet 4000 Series PCL 6 Ne04 Sat Select the company or companies and the type of return s to be validated Select Valida
163. the information given and click the Go to Internet Filing Page button to continue The following web page will be opened http www cra arc gc ca eservices iref file_trans e html Click the Enter Internet File Transfer XML Secure Web Site which will open the following web page https apps cra arc gc ca ebci lebO upload T O5iDisclaimerRender e and a page entitled Disclaimer T4 Internet File Transfer XML Read and agree to the CRA terms and conditions disclaimer then enter the Business Number and Web Access Code for the company for which you are filing an internet return Note CRA can currently only receive submissions associated with a business number with an RP extension This should be expanded to business numbers with other extensions for the 2007 filing season If you have not received your Web Access Code by January 9 contact the CRA support staff at 1 866 322 7489 to have one issued to you Once this information has been entered and validated you will be prompted to upload a file containing the company data in XML format to the CRA website Filing by Magnetic Media 10 9 T4 TimeSaver will save all XML files in the following format COMPANY NAME JOOGXML where COMPANY NAME is the name of the company for which the file has been created with all space characters replace by an underscore character XXX is a sequential number applied by T4 TimeSaver to ensure that older files are not overwritten and X
164. the particular boxes There are a number of features available to make data entry as quick and easy as possible Many fields for example the Province field have black triangles in the top right corner This indicates that there are a limited number of valid options for this field Press F2 or double click in the field to see and select from the valid options Entering Slips 6 3 Pressing F5 while in the Name field will automatically format the name in the LAST First format Pressing F8 while in the Name field will switch the order of the first and last names You can insert the company address onto the address fields for an employee by simultaneously pressing the Shift F6 keys If there is more than one slip for an employee you can copy the Employee information from one slip using the F7 key and then paste it onto another slip using the Shift F7 combination of keys Overriding Calculated Fields Some fields on the slips and summaries contain calculated values These values will appear in blue type If it becomes necessary to edit a calculated field you may do so by pressing the F4 key The background colour of the field will change to indicate the value is no longer the calculated value and you will be able to enter the desired value To return to the calculated value click the Recalculate button G A T4 TimeSaver User Manual NR4 Input Window P Fie Company Forms Edit Reports Tools Setup Windo
165. time More Info Contains the company category printing dates and date filed by Magnetic Media if applicable Entering Summary Information 8 9 T4A P Summary gt File Company Forms Edt Reports Tools Setup Window Help DIE EWE OIDIelalal ei Join Year T4AP Slip Totals Total number of T44P slips H Total survivor benefit 1 Taxable CPP benefits 000 Total disability benefit DD Total income tax deducted NT Total child benefit Dm Total retirement benefit ao Total death benefit D Person to contact about this return Data entry complete Name Telephone number Certification Recalculate Pasition or office Telephone number DatePrnted More Info OK Certification The default certification name and position entered on the New Company Defaults tab of the Setup menu will appear in this area If no default name was entered these fields will be blank In either case you can change the information at this time More Info Contains the company category printing dates and date filed by Magnetic Media if applicable 8 10 T4 TimeSaver User Manual TAA RCA Summary 8 File Company Forms Reports Tools Setup Window Help 6 x NEW COMPANY DIE BA e A T4A RCA Summary Information Year Name of RCA trust T4A RCA Slip Totals Total number of T4A RCA slips Box 88 Other amounts Box 20 ooo Refund of employer contributions Box Le Income tax deducted Box 22 Dm Refund
166. tions With the T4 TimeSaver you have the flexibility of customizing your method of adjusting CPP QPP and El discrepancies for individual companies When you add a new company T4 TimeSaver will automatically insert the default values that you entered on the T4 Adjustment Defaults tab in the Setup menu Identification CPP QPP Adjustment Options Transfer Over Remittance V Adjust if over maximum under required minimum Transfer over remittance of CPP El to employee with the following S I N Adjust based on number of pensionable weeks sd Maximum number of pensionable weeks Increase gross pay of above employee by amount of over remittance El Adjustment Options Other Options V Adjust if over annual maximum Adjust CPP EI QPIP differences greeter than q Ae EE eewge AdjustCPP EI OPIP to calculated amounts even if there is insufficient Adjustinsurable earnings based on El deducted taxto offsetthe adjustment QPIP Adjustment Options ELE v Adjust if over annual maximum V Adjust based on insurable earnings Adjust insurable earnings based on OPIP deducted You may make any changes required for this particular company by simply typing in the correct information For further information see Chapter 7 Adjusting T4s and Relev 1s If for a specific company you have changed the values for the Tax Centre the Taxation Services Office code or the Default Province of Employment on the Identification tab or any of the options on t
167. tive RL 1 slips will be removed with the corresponding inactive T4 slips and inactive RL 3 slips will be removed with the corresponding inactive T5 slips Finding Slips Choose Select slip from list from the Edit menu to display a list of all the employees for the current company Clicking on the Find Slip icon in the icon toolbar or pressing Ctrl S performs the same function Select from the list by either double clicking on the desired employee or by highlighting the name and then clicking on Select or pressing the enter key The slip for the employee selected will appear on the screen Sorting Slips When displaying various slips you can modify their sort order by selecting the desired field from the Select Order of slips field in the icon toolbar located to the left of the slip number field This function will change the order of the slips from the current sort order to the order designated by the field displayed in the Select order of slips field the fields available for sorting will vary by the type of slip being edited The slip currently being displayed will remain on the screen Entering Data The data entry screen for each type of slip contains input fields that correspond to the boxes on the printed forms Descriptions of some of these boxes are listed below under the appropriate type of slip For the other boxes see the Employers Guides provided by CRA for information about the regulations concerning the contents of any of
168. tner 1 for a specified member 2 for a general partner 3 for a limited partner s exempt interest or 4 for a nominee agent broker or advisor Units held Enter the number of partnership units complete to all decimal places held by the partner Partner s share of income loss This value will be calculated based on the Units or Interest Owned of all the partners in the partnership Entering Slips 6 21 Status Indicate whether the current slip is an amended duplicate or additional slip Otherwise this field can be left blank Recalculate Click on this button to redistribute the amounts given on the summary according to each partner s share You have the option of recalculating all fields or only those fields that have not been overridden Go To Use these buttons to switch between pages of input fields 1 Boxes 20 27 Displays boxes 20 27 2 Boxes 35 34 Displays boxes 30 34 35 37 41 amp 43 3 Boxes 26 59 Displays boxes 26 amp 50 59 4 Boxes 120 Displays boxes 119 to 145 5 Boxes 150 Displays boxes 150 to 155 6 Other amounts Displays boxes 70 71 amp 85 7 Other amounts Displays other amounts fields 8 SCH 50 Displays the T5015 data fields and recipient code field Recipient Code Enter one of the following valid codes to identify the type of recipient 1 for an individual 2 for a trust 3 for a corporation 4 for a partnership 6 22 T4 TimeSaver User Manual
169. tnership forms will print using the Adobe Acrobat Reader software You will be able to print the form for the current company only Producing Reports 9 5 To print the Summary Form to be sent with the slips to CRA select the appropriate type of summary from the list in the Reports menu and then choose Summaries from the list of available reports A dialog box will open which will allow you to select which Summary forms you wish to print the type of paper to print them on the printer you wish to print them on and the number of copies you wish to print Note that the summary will reflect the unadjusted values from each slip unless all of the slips have been adjusted You will be warned if some of the slips are adjusted while others are not Companies Select one of the three options listed All to print the Summary reports for all companies in the current database Current to print the Summary report for only the current company or Selected to print the Summary reports for the companies you select If you choose Selected click on the Select button to get a list of the companies contained in the current database Choose the companies you wish to print a Summary Report for using the Select Unselect Select All and Unselect All buttons When all the required companies have been added to the selected list click on Close Slips Select one of the options listed All to include all the slips in the Summary report for the se
170. together for simplified mailing 2 You may file original amended or cancelled returns on magnetic media You will be required to submit each type of return individually Prepare corrections in accordance with the instructions below 3 If you are submitting returns partially on magnetic media and partially on paper forms you must complete a separate summary for the portion on paper Both the magnetic media and paper portions of the return should be submitted to the Magnetic Media Processing Team 4 As noted earlier filing on magnetic media eliminates the need to file paper copies of the summaries and slips with CRA Do not send CRA paper copies of any returns that have been filed on diskette CD DVD or via the internet Shipping Instructions A complete magnetic media submission should be labeled MAGNETIC MEDIA FILER in clear bold print and sent by courier or mail to the Magnetic Media Processing Team You may include a number of submissions in a single shipment as long as each submission is in a separate envelope Making Corrections If it becomes necessary to make changes to the slips submitted on diskette please consult the following instructions If the submission has not yet been sent to CRA you may choose to simply correct the returns and recreate the diskette s If you do not wish to recreate the diskette s you may prepare amended slips and summaries and include them with the diskette submission If the corrections are
171. ton will copy the information in the Default Employee Address section of the data entry screen to all employees of the current employer or all slips for the current company User Defaults If you have changed any of the adjustment options pressing the User Default button will restore the default values that were recorded during setup You will be asked to confirm the copying of this information Sometimes it may be necessary to make changes to the T4 Adjustment options for a number of companies Instead of making the changes on each company s T4 Adjustment Options tab you can make the changes on the T4 Adjustment Defaults tab in the Setup menu Then simply press this User Defaults button on the T4 Adjustment Options tab for each individual company Finding a Company To locate a company select Find Company from the Company menu The Find Company dialog box will open 5 4 T4 TimeSaver User Manual Find Company Type part or all of company name Search in e All databases in directory C Current database only Type in a full or partial company name and select the scope of the search by clicking on either All databases in directory or Current database only Then click on the Find button Find Company Search in All databases in directory C Current database only Shermount Co operative in database Shadowland in database Software King in database1 3 matches found Once all the matching comp
172. ty or Insurance No Income Code box 14 Currency code box 15 Gross Income box 16 Non resident tax withheld box 17 Exemption code box 18 Income Code box 24 Currency code box 25 Gross Income box 26 Non resident tax withheld box 27 Exemption code box 28 Headings for T4PS Slips Heading NAME ADDRESS ADDRESS CITY PROV POSTAL COUNTRY STATUS YEAR ACTUAL E Description Recipient name Address line 1 Address line 2 City Province code Postal code including space Country in address Status of slip Year Actual amount of eligible dividends box 24 Type max size Text 3 Text 12 Integer 4 Text 1 Text 3 Text 20 Text 20 Text 2 Text 3 Currency Currency Text 1 Text 2 Text 3 Currency Currency Text 1 Type max size Text 30 Text 30 Text 30 Text 28 Text 2 Text 10 Text 3 Text 12 Integer 4 Currency Comments Examples amp Defaults CAN USA etc Amended etc 2006 2007 etc Comments Examples amp Defaults Required field CAN USA etc Amended etc Appendices 12 13 Heading ACTUAL CAPGAINS OTHER FORFEITED FOREIGNINCOME FOREIGNCAPGAINS FOREIGNTAX SIN Description Actual amount of non eligible dividends box 30 Capital gains for loses box 34 Other income box 35 Forfeited due to withdrawal box 36 Foreign non business income box 37 Foreign capital gains or losses box 38 Foreign non bus
173. u can change the company name address business number El rate or adjustment options EI Find a Company by Name Clicking this icon opens the Find Company dialog box Type in the company name or part of it and select either All databases in directory or Current database only Then click on the Find button T4 TimeSaver will generate a list of companies that contain the desired name or part of name Select a particular company by locating and highlighting the desired company name and clicking Select or double click on the correct company name EI Print the Current Form Clicking this icon will open the print window with the company and employee already selected allowing you to print a single slip or summary Choose the type of form and the copy number that you require You can also adjust the margins and select printers from the same dialog box Ctrl P performs the same action See Chapter 9 Producing Reports De Add a Slip This function creates an empty slip of the same type as you are currently accessing Ctrl A performs the same function Pressing PgDn when you are at the final slip for the company also adds a new slip ix Delete this Slip This deletes the current slip Ctrl D performs the same function If you delete the only slip the slip window will be closed Za Find a Slip This provides you with a list of all the employees entered for the current company Ctrl S performs the same function S
174. u wish to select one type in the company category name Filter Applies To company category to report on Then This option only appears when printing the Company Summary Report You need to indicate which type of return the data entry status and printing status refers to Once you have made your selections click on the Set Filter button You will be told the number of companies that meet the criteria you have outlined Confirm the selection and the companies box company names will appear in the 10 12 T4 TimeSaver User Manual Chapter 10 Filing by Magnetic Media or Internet NOTE Magnetic media filing is only available in T4 TimeSaver Plus internet filing is available in both Basic and Plus General information NOTE As a user of T4 TimeSaver the requirement for you to submit a test file with the Ministere du Revenu is waived because ELM Computer Systems submits test files and receives approvals for the output of T4 TimeSaver from the appropriate government departments each year However if you prefer to submit your own test files you may do so by following the instructions in the appropriate guides Please note that returns for employers filing over 500 returns are required by both CRA and MRQ to be filed on magnetic media Filing on magnetic media is to your advantage because it reduces your printing costs as well as the time spent handling paper The program generates all the components required for a complete magnet
175. uciary trustee nominee or estate a club a partnership or other 5 if the income was earned by a government government enterprise or international organization Income Code Enter the appropriate numeric income code or select one from the drop down list to indicate the source of the income being reported Entering Slips 6 5 Currency Code Gross income and non resident tax withheld should be reported in Canadian funds However if you cannot convert these amounts CRA will convert both these values to Canadian currency based on the currency code entered here and the average annual rate Ensure that both the gross income and the non resident tax withheld are in the same currency and that the appropriate three letter code is selected Exemption Code Enter the applicable exemption code or select it from the drop down list See Appendix C in the CRA Publication T4061Non Resident Withholding Tax Guide 6 6 T4 TimeSaver User Manual T4 Input Window a Fle Company Forms Edit Reports Tools Setup Window Help lelx First Company Ioispnw a olslelslal Nom SEET Employee name and address Net pay ed KN T Name DOE John Employment Income 0 00 RET 4 Address 123 Main Street Standard deductions 0 00 LI Restore City Province
176. ues to the calculated value More Info Contains the company category printing dates and date filed by Magnetic Media if applicable 8 12 T4 TimeSaver User Manual T5013 Summary The T5013 Summary has multiple pages Across the top of the screen there are seven tabs one for each of the five Areas on the T5013 summary one for Additional Amounts for Allocation and one for Partners Each tab has up to three pages of data entry screens Most of the data entry fields appear exactly as they appear on the T5013 Summary See the 2007 Guide for the Partnership Information Return for full details on the completion of the T5013 summary Listed below are some of the fields that may require some additional explanation Area A Identification Page 1 2007 T4 TimeSaver Bobs Company T5013 Summary gt Eile Company Forms amp Reports Tools Setup Window Help WONDERFUL WORLD OF WO De lBlal S elelem z Ge B General C1 Totals C2 Totals D Misc E Checklist E Certification Partners Section Identification Fiscal period from To Partnership s filer identification number Tax shelter identification number TS Have you filed a partnership return before V f yes for what year 2006 Amended T5013 Summary M Additional 15013 Summary Partnership name and address Name WONDERFUL WORLD OF WOODEN BLOCKS Care of Address 123 Ma
177. untry Codes ARG Argentina AUS Australia AUT Austria BHS Bahamas The BHR Bahrain BGD Bangladesh BRB Barbados BEL Belgium BMU Bermuda BRA Brazil VGB British Virgin Islands CMR Cameroon CAN Canada CYM Cayman Islands CHL Chile CHN China People s Republic of COL Columbia SUN Commonwealth of Independent States CIV lvory Coast CYP Cyprus DNK Denmark DOM Dominican Republic EGY Egypt FIN Finland FRA France DEU Germany Federal Republic of GRC Greece GRD Grenada GUY Guyana HKG Hong Kong ISL Iceland IND India IDN Indonesia IRL Ireland ISR Israel ITA Italy JAM Jamaica JPN Japan KEN Kenya KOR Korea Republic of South LBN Lebanon BLZ Leeward amp Windward Islands amp Belize LBR Liberia T4 TimeSaver User Manual LIE Liechtenstein LUX Luxembourg MYS Malaysia MLT Malta MEX Mexico MAR Morocco NLD Netherlands ANT Netherlands Antilles NZL New Zealand NGA Nigeria NOR Norway PAK Pakistan PAN Panama PNG Papua New Guinea PHL Philippines POL Poland PRT Portugal PRI Puerto Rico ROM Romania SAU Saudi Arabia SEN Senegal SYC Seychelles SLE Sierra Leone SGP Singapore ZAF South Africa ESP Spain LKA Sri Lanka SWE Sweden CHE Switzerland TWN Taiwan Republic of China THA Thailand TTO Trinidad and Tobago TUN
178. various user and machine related information also stored in the working directory If you have the single user version of T4 TimeSaver the file will be named SINGLEYY INI where YY is the 2 digit year of the program If you have the network version of the program there will be a separate file for each user and the files will be named userYY INI where user is the user name entered when starting T4 TimeSaver and YY is the 2 digit year of the program 12 2 T4 TimeSaver User Manual Appendix C Common Problems 1 I get the message Company is locked by user but there are no other stations using the T4 TimeSaver or The user named is not currently using the program This problem typically occurs when a database is left open after the program is finished with it If you are sure that the user being named is not using T4 TimeSaver already and that the company is not in use at another workstation you can answer Yes and unlock the company If this does not solve the problem select Unlock all companies from the Company menu 2 The system is not calculating CPP properly How do I enter the number of pensionable weeks This is one of the most common problems encountered by users of the T4 TimeSaver Most likely the problem stems from a failure to properly set up the adjustment options Access the company profile by selecting Edit company information from the Company menu Then select the T4 Adjustment Options tab There are two adju
179. vincial Deductions for Computer Users Status Indicate whether the current slip is an amended duplicate cancelled or additional slip Otherwise this field can be left blank Entering Slips 6 11 T4A Input Window gt File Company Forms Edit Reports Tools Setup Window Help la RI First Company DIE EA Ei Baal Name Adding slip 7 Recipient s name and address TAA Name Mag Media DE Address estore City Province Go to RL 1 Postal code Year 16 Pension or 18 Lump sum 20 Self employed 22 Income tax 26 Elig retiring 27 Non eligible superannuation payment commissions deducted 24 Annuities allowances retiring allowances 0 00 0 00 0 00 0 00 0 00 0 00 0 00 30 Patronage 32 RPP cont 34 Pension 36 Pension plan 40 RESP acc 42 RESP educ 28 Other income allocations past service adjustment registration no income ZS assist Se 46 Charitable 38 Footnote 14 Recipient s donations N2 SN codes 13 Business number number 0 00 Footnotes Recipient s corporation or partnership name If entered these fields will replace the name on the T44 slip Employee Name The employee name should be entered with the surname first followed by a comma and then the first name The name can be formatted easily by pressing the F5 key The T4 TimeSaver program will change the surname to block letters ensure that the first letter of the first name is capitalized e g SMITH John and insert a comma if non
180. w Help le FFistCompeny Disialal SB SIS DI Name gt Adding stip 1 Non Resident Recipient name and address Note EIND NRA er Enter the non resident account number on the NR4 Summary OK Address Restore i City Province Status ee County CH Non resident account number 10 Year 11 Recipienttype Indiv 12 Country code USA Payer or remitter ID no 13 Foreign 5 5 No or SIN 14 Income code 15 Currency code 16 Gross Income 1 Non resident tax 18 Exemption code Name The recipient name should be entered with the surname first followed by a comma and then the first name The name can be formatted easily by pressing the F5 key The T4 TimeSaver program will change the surname to block letters ensure that the first letter of the first name is capitalized and insert a comma if none was entered e g SMITH John Pressing the F8 key will reverse the first and last names e g John Smith will be changed to SMITH John Status Indicate whether the current slip is an amended duplicate or additional slip Otherwise this field can be left blank Recipient Type Code Enter one of the following valid codes to identify the types of recipient 1 if the income was earned by an individual 2 if the income was earned by a joint account two individuals 3 if the income was earned by a corporation 4 if the income was earned by an association a trust fid
181. ware or programs that start with Windows restart your computer to eliminate any potential memory corruption issues Appendices 12 5 Appendix D Province State Codes The following abbreviations apply to the Canadian provinces NL Newfoundland LB Labrador PE Prince Edward Island NS Nova Scotia NB New Brunswick QC Qu bec ON Ontario MB Manitoba SK Saskatchewan AB Alberta BC British Columbia NT Northwest Territories NU Nunavut YT Yukon Territories The following abbreviations apply to the United States AL Alabama AK Alaska AR Arizona AR Arkansas CA California CO Colorado CT Connecticut DE Delaware DC District of Columbia FL Florida GA Georgia HI Hawaii ID Idaho IL Illinois IN Indiana IA lowa KS Kansas KY Kentucky LA Louisiana ME Maine MD Maryland MA Massachusetts MI Michigan MN Minnesota MS Mississippi MO Missouri MT Montana NE Nebraska NH New Hampshire NJ New Jersey NM New Mexico NY New York NV Nevada NC North Carolina ND North Dakota OH Ohio OK Oklahoma OR Oregon PA Pennsylvania RI Rhode Island SC South Carolina SD South Dakota TN Tennessee TX Texas UT Utah VT Vermont VA Virginia WA Washington WV West Virginia WI Wisconsin WY Wyoming Use the code ZZ for instances where none of the above apply 12 6 Appendix E Co
182. x 10 Social insurance number box 12 Employment code box 29 Employee number reference number Weeks eligible for CPP Other deductions from Net Pay Other information code 1 Other information amount 1 Other information code 2 Other information amount 2 Other information code 3 Other information amount 3 Other information code 4 Other information amount 4 Other information code 5 Other information amount 5 Other information code 6 Other information amount 6 Amended slip Cancelled slip Taxation year Additional headings for RL 1 fields INCOMER1 TAXR1 UNIONR1 Employment income box A Ou bec income tax deducted box E Union dues box F T4 TimeSaver User Manual Type Comments max size Examples amp Defaults Yes No Currency Currency Text 7 Currency Text 2 Text 9 Text 2 Text 20 Numeric 4 52 00 52 5 etc Currency For net pay calc Text 2 Currency Text 2 Currency Text 2 Currency Text 2 Currency Text 2 Currency Text 2 Currency Yes No Yes No Integer 4 Current year Currency Currency Currency Appendices 12 11 Heading OPPEARN HOUSING AUTOR1 HEALTHR1 TRAVELR1 OTHERTBR1 COMMISSIONS OTHERINC INSURANCE DEFERRED INDIANING TIPS TIPSALLOCATED PHASEDRETIRE CODEBOXOR1 R1ISBUSINESS IDNOOUEBEG FNOTE1R1 FNOTE2R1 FNOTE3R1 Description QPP pensionable earnings box G Meals and accommodation box H Personal use of auto box 1 Private health in
183. xt 30 Text 30 Text 30 Text 28 Text 2 Text 10 Text 3 Currency Currency Currency Currency Currency Currency Text 9 Comments Examples amp Defaults Aug 03 2007 Comments Examples amp Defaults Required field 12 18 Headings for T5 and RL 3 Slips Heading NAME1 NAME2 ADDRESS1 ADDRESS2 CITY PROV POSTAL COUNTRY TAXYEAR ACTUAL ACTUAL_E INTEREST OTHER FORING FORTAX ROYALTIES CAPGAINS PBCAPGAINS ACCRUED RESOURCE REPORTCODE SIN RECTYPE CURRENCY TRANSIT ACCOUNTNO Description Recipient name line 1 Recipient name line 2 Address line 1 Address line 2 City Province code Postal code including space Country code Taxation year Amt of non eligible dividends box 10 A2 Amt of eligible dividends box 24 A1 Interest from Cdn sources box 13 D Other income from Cdn sources box 14 Foreign income box 15 F Foreign tax paid box 16 G Royalties from Cdn sources box 17 H Capital gains dividends box 18 Pre Budget cap gains dividends box 40 Accrued income Annuities box 19 J Resource allowance deduction box 20 Report code box 21 Recipient identification number box 22 Recipient type box 23 Foreign currency code box 27 Transit box 28 Recipient account number box 29 Additional Heading for RL 3 fields RECTYPER3 ISINTERESTSAVINGSBONDS Recipient type code Is interest from Fed or Qu bec savings bonds T4 TimeSaver User Manu
184. y Box G Currency Box H Currency Box Currency Box J Currency Box K Currency Box L Currency Box M Text 9 Appendices 12 25 SIN2 Spouses social insurance number Text 9 Box N Headings for RL 15 Slips Type Comments Heading Description max size Examples amp Defaults NAME1 Recipient name line 1 Text 30 Required field NAME2 Recipient name line 2 Text 30 ADDRESS Address line 1 Text 30 ADDRESS2 Address line 2 Text 30 CITY City Text 28 PROV Province code Text 2 POSTAL Postal code including space Text 10 COUNTRY Country in address Text 3 CAN USA etc REPORTCODE Report code code du relev Text 1 O original 1 amended MEMBERCODE Member code box 39 Text 1 UNITSOWNED Partnership units held box 36 Numeric 4 decimals RECTYPE Recipient code box 40 Text 1 PARTNERID Recipient s ID SIN etc Text 16 Headings for boxes 1 34 and 41 66 are in the following format where nn is the box number X is a letter following the number for example Box 20A and yy is the sub box number for boxes 34 and 66 BOXnnX Box nnX Currency BOXnn_yy Box 34 27 34 28 66 60 66 61 etc Currency DETAILS Details see note below Text Up to 1000 char Note The Details box of the RL 15 slip is a free format field where you may enter details about the various boxes on the slip When you create a text file of RL 15 data to be imported into T4 TimeSaver you can insert a tilde in the text to cause a line break For example t
185. y Province where services rendered Enter the city name leave a space and then type the two character province code for the province in which the services were rendered Days in Canada Enter the total number of days the non resident was in Canada during this calendar year while under contract with the payer Include weekends and holidays 6 14 T4 TimeSaver User Manual Professional Name Use this box if the professional or operating name is different from the real or legal name of the non resident For example this box may be used when payments are made to non residents in the entertainment and athletic professions Entering Slips 6 15 T4A P Input Window P File Company Forms Edit Reports Tools Setup Window Help sal NEW COMPANY D Gebai al aal Name Adding slip 7 Employee s name and address Iw 4 gt gt T4AP Name DEU Address OK Restore City Province Postal code Year Benefit Number Status 20 Taxable CPP 22 Income Tax A Benefits deducted 14 Retirement 15 Survivor 16 Disability 17 Child 18 Death 12 SIN 13Etfective date 21 Number of Lal el ai H Name The recipient name should be entered with the surname first followed by a comma and then the first name The name can be formatted easily by pressing the F5 key The T4 TimeSaver program will change the surname to block letters ensure that the first letter of the first name is capitalized and insert a comma if none was entered e g SMITH John Pressin
186. y type for this company Adjust Unadjust Company s T4s RL 1s This function allows you to adjust the CPP QPP and or EI for all of the employees in a given company at one time The adjustments will be made according to the adjustment options you have entered for the company See Chapter 7 Adjusting T4s and Relev 1s for further information about the adjustment options You may also remove the adjusted values and return to the entered values by selecting the Undo Adjustment button from this window The Adjustment Options button opens the adjustment options data entry screen for the current company You can verify or edit the adjustment options for the company before calculating the adjustments Check the Print adjustment report box if you desire such a report for your records You can all print this report by selecting T4 then Adjustments from the Reports menu Unlock all companies in database From time to time you may receive a message stating that a certain record has been locked by another user If in fact no other user is accessing the database this message indicates that a record has been left locked in error Selecting this function from the Company menu will unlock all of the locked records and allow you access once again Be careful to ensure that all other users are at the main menu without any form or company records open when this function is utilized Refresh from Database In situations where more than one person is enterin
187. ype window to install the program on a network drive Then run T4NODE EXE from each workstation to copy the necessary files to run the program from the workstation Starting the Program The Start menu will contain the T4 TimeSaver icon in the T4 TimeSaver program group Registration Your copy of T4 TimeSaver must be registered before all functionality of the program is activated Click on the Registration button on the registration screen and enter the unique authorization number issued to you by ELM Computer Systems to register this copy of the program You can then click on the Start button on the registration screen to begin using T4 TimeSaver Getting Started 2 3 You may enter data into the T4 TimeSaver without registering the program but you will be unable to produce a valid return until the registration number is entered Many functions will also be unavailable until the software is registered w 2006 T4 TimeSaver x S Welcome D e b e Welcome to T4 TimeSaver Canada s finest software for producing T4 s T5 s and other information returns TIMESAVER We encourage you to use this evaluation version and pass it on to your associates You may enter your current data to evaluate T4 TimeSaver All data that you enter will be saved when you register far 416 495 0044 the software you will NOT have to re enter any data If you used T4 Toll free 1 800 268 3211 TimeSaver last year you can simply roll forward last year s dat

2007 T4 TimeSaver User Manual

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