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T4 TimeSaver Help & User Guide

1. ne esssnne 110 Revenu Qu bec Internet Filing Limitations ener 111 Filing on 2 111 Using Tools to Manipulate Data 114 Merge Companies m LC tte 114 Transfer Companies cece I coude Ea ceded ioca uit va io caa eame ERO 114 Global Changes eR 115 Adjustment Opl ONS a ak oe Bee eee aa ne ee ASS u us a Sus 115 Contact Informatio m 116 Slip Informati nu Su PEE 116 Import t isi uem 117 Import from Excel File 117 Import from XML File cic oa tentent eines is end ee be ass REG enter ik ex nn 120 2 2 2 22 hadi 120 Import User Information from Last Year s T4 TimeSavuer 121 Convert Databases E nn mener 122 REMOVE SliIpSuuu sec P 123 A nn A 123 2011 ELM Computer Systems Inc Contents 7 9 Create S
2. 60 Deleting a COMPANY lt u uuu SNS Nasa usssisqtasstascssqassasa manner asss sawasqa usss sasa sau 60 Adjust Unadjust T4 amp RL 1 2 1 61 Unlock all Companies in u u uuu uu u u 62 Entering Slips 64 Add Slips guy S PSE a Su Aceh ee LEON EE EE usa s cn fine 64 Delete SIIps sa n wauu eee uka A ie 64 Index 65 S lecting SIIPS 2225 gu 65 Entering D t S aS p re le eae naw sse DI 65 Common Data Fields amp Buttons iiini ipea aa arana eaa aa Genan a haraa Eae Kaoa EEE Mae aiaa adasa 65 Unique Data Fields amp Buttons 67 T S REI masa asawa eaea nna net een et 69 Advanced Tab u ku Spa SNE AAEREN AE Aaaa EAEE T 70 Overriding Calculated Fields 71 Adjusting T4 amp RL 1 Slips 74 Making Adjustments to 4 and RL 1s u u u u J 74 Reversing Adjustments U U u u uu u u u u u T J 74 Setting Adjustment Options enennnerennnennnnnnnness 74 2011 ELM Computer Syst
3. 2011 ELM Computer Systems Inc 146 T4 TimeSaver User Guide HUNGARY ICELAND INDIA INDONESIA IRAN ISLAMIC REPUBLIC OF IRAQ IRELAND ISLE OF MAN ISRAEL ITALY JAMAICA JAPAN JERSEY JORDAN KAZAKHSTAN KENYA KIRIBATI KOREA DEMOCRATIC PEOPLE S REPUBLIC OF KOREA REPUBLIC OF KUWAIT KYRGYZSTAN LAO PEOPLE S DEMOCRATIC REPUBLIC LATVIA LEBANON LESOTHO LIBERIA LIBYAN ARAB JAMAHIRIYA LIECHTENSTEIN LITHUANIA LUXEMBOURG MACAO MACEDONIA THE FORMER YUGOSLAV REPUBLIC OF MADAGASCAR MALAWI MALAYSIA MALDIVES MALI MALTA MARSHALL ISLANDS MARTINIQUE MAURITANIA MAURITIUS MAYOTTE MEXICO MICRONESIA FEDERATED STATES OF MOLDOVA REPUBLIC OF MONACO MONGOLIA Forint Iceland Krona Indian Rupee Rupiah Iranian Rial Iraqi Dinar Euro Pound Sterling New Israeli Sheqel Euro Jamaican Dollar Yen Pound Sterling Jordanian Dinar Tenge Kenyan Shilling Australian Dollar North Korean Won Won Kuwaiti Dinar Som Kip Latvian Lats Lebanese Pound Rand Liberian Dollar Libyan Dinar Swiss Franc Lithuanian Litas Euro Pataca Denar Malagasy Ariary Kwacha Malaysian Ringgit Rufiyaa CFA Franc BCEAO Euro US Dollar Euro Ouguiya Mauritius Rupee Euro Mexican Peso US Dollar Moldovan Leu Euro Tugrik HUF ISK INR IDR IRR IQD EUR GBP ILS EUR JMD JPY GBP JOD KZT KES AUD KPW KRW KWD KGS LAK LVL LBP ZAR LRD LYD CHF
4. 2011 ELM Computer Systems Inc T4 TimeSaver User Guide Headings for Revenu Qu bec Forms 191 Headings for RE Tir iie dee Recent Re mo cn ee ide Eee en E deve de expuso 191 Headings for RE 2 enc ee Renegade eee te ee ge ete en ein ete 192 Headings for RES ence te de be pape 194 Headings for RE 8 5 ueni eec HL ERE E HR ERR EE RR 195 Headings for RES Strike lec epe ene e ie P cn eine ae 196 Headings for RE 16z 5 u u u uu inh obe ete pepe t Rie p s 203 Headings for Rl 17 tttm 205 Headings for RE 25 sinere ri e e tant tenir ee ERE EET eta AS 207 5 Modification History 209 Index 212 2011 ELM Computer Systems Inc Foreword Foreword We at ELM Computer Systems Inc would like to thank you for using T4 TimeSaver NET It is thanks to suggestions from our clients both new and returning that T4 TimeSaver has become the quality product that it is today Thank you 2011 ELM Computer Systems Inc Ne 2010 TIMESAVER art Introduction 11 1 Introduction 1 1 About T4TimeSaver Since its introduction in 1988 T4 TimeSaver has been used by thousands of Canadian businesses each year to reliably produce CRA and Revenu Qu bec information returns T4 TimeSaver enables its users to easily enter or import data process for specific errors and submit paper and
5. 4 1 2 1 WE Start Page Vul Company X Company Setup Demo Company 1 General 2 Adjustment Options l 3 Net Pay r CPP QPP Adjustment Options r Transfer Over Remittance Adjust if over maxiumum under required minimum Transfer overremittance to employee with the following 5 1 Adjust based on number of pensionable weeks Maximum number of pensionable weeks 52 Increase gross pay of above employee by amount of over remittance r El Adjustment Options Other Adjustment Options V Adjust El premiums if over annual maximum Adjust CPP EI PPIP differences greater than 1 00 Adjust El premiums based on insurable eamings Adjust CPP EI PPIP to calculated amounts even if there E Adjust insurable eamings based on El premiums is insufficient tax to offset the adjustment Maximum amount by which tax may be reduced PPIP Adjustment Options _ Adjust PPIP premiums if over annual maximum _ Adjust PPIP premiums based on insurable eamings _ Adjust insurable eamings based on PPIP premiums Adjustment Options Lite amp Basic 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 in the General section or any of the options in the Adjustment Options section pressing the User Defaults button will restore the default values
6. 2011 ELM Computer Systems Inc Using Setup to Configure 4 TimeSaver NET 135 12 8 12 8 1 12 8 2 12 8 3 12 9 Set Password 8 Current password v Show Typing Enter new password MyNew Password Strength Strong Confirm password MyNew Current user name is CLERK1 We recommend creating a strong password A strong password is atleast 6 characters long and contains a mixture of upper and lower case letters numbers and special characters You may use the following characters Lower case letters b c z Upper case letters A B C Z Numbers 0 1 2 9 Special Characters amp _ o em If the current password has been forgotten the administrator logged in as ADMIN will need to use the User Administration 1301 function of the Setup 35 menu to change the password for the user Edit Setup Files System Settings This feature allows the direct editing of the global system settings found in the TANET 2010 INI file The System Settings option should only be used under the supervision of ELM Technical Support Paths This feature allows the direct editing of the file location settings found in the TANET Paths INI file The Paths setup option should only be used under the supervision of ELM Technical Support User Settings This feature allows the direct editing of the session settings for the current user found in the u
7. A Amended or D Cancelled Text 15 Text 255 Yes No Yes Text 30 2011 ELM Computer Systems Inc 194 T4 TimeSaver User Guide 13 4 3 3 Headings for RL 3 T4 TimeSaver Plus amp Enterprise Only RL 3 data is imported with T5 data refer to section Headings for 5 185 for RL 3 import details 2011 ELM Computer Systems Inc Appendices 195 13 4 3 4 Headings for RL 8 T4 TimeSaver Plus amp Enterprise Only Cell A1 must contain R8 Heading LASTNAME FIRSTNAME INITIAL ADDRESS1 ADDRESS2 CITY PROV POSTAL COUNTRY YEAR AMOUNTFORSTUDIES TUITIONFEES DONATIONS SIN STUDENTNUMBER REPORTCODE TEXTATTOP EMAILADDRESS OKTOEMAILSLIP COMPANY NAME1 Description Recipient last name Recipient first name Recipient middle initial Address line 1 Address line 2 City Province code Postal code including space Country in address Year of return Amount for post secondary studies Tuition or examination fees Donations Social Insurance Number Student number Status of slip Optional text to print at top of slip Recipient email address T4 TimeSaver Enterprise only Permission granted to email slip T4 TimeSaver Enterprise only Name of company associated with the slip T4 TimeSaver Enterprise only Type max Comments size Examples amp Defaults Text 30 Required field Text 12 Text 1 Text 30 Text 30 Text 28 Text 2 Text 10
8. 1 Aarons Aldo A 1Apple Court Apt 1 Acton ON A1A1A1 CAN 123456789 2009 10 000 00 ABCDE Company Brown Bob 2 Birch Street Barrie ON B2B2B2 CAN 234567890 2009 20 00 20 ABCDE Company Clark Carl e 3 Cedar St Collingwood ON C3C3C3 CAN 345678901 2009 33 333 33 ABCDE Company Dickson Daryl D 4 Delaware Dr Suite 4 Durham ON D4D4D4 CAN 456789012 2009 4 000 00 ABCDE Company Emery Ellen E 5 Everett Ct Ewing ON ESESES CAN 567890123 2009 55 05 ABCDE Company French Fred 6Fir Drive Fergus ON F6F6F6 CAN 678901234 2009 6 000 60 FGH Corporation Gundeson George G 7 Gray Road Unit 7 Grimsby ON G7G7G7 CAN 789012345 2009 777 00 FGH Corporation Henstock Hazel H 8 Hettersley Circle Hamilton ON H8H8H8 CAN 890123456 2009 88 008 80 FGH Corporation There is no need to include columns for every heading listed in the appendix nor must they be in a specific order Only include columns for the headings for which you have data in any order you wish Additionally if you have a column of data in your spreadsheet that you do not wish to import you can either delete the column or give it the heading NULL Any column headed NULL will be ignored by the 2011 ELM Computer Systems Inc 142 T4 TimeSaver User Guide 13 3 13 3 1 import process Sample import file templates can be accessed through the menu path TOOLS IMPORT DATA OPEN EXCEL TEMPLATES A common problem to watch out for when creating an import file is the presence of empty ce
9. 80 T4 TimeSaver User Guide Partnership Forms Plus amp Enterprise Versions Only T4 TimeSaver Plus amp Enterprise Only How to Get Data into the Partnership Forms There are three ways to get data into T4 TimeSaver partnership forms a Convert last year s T4 TimeSaver database b Import data from an Excel spreadsheet c Enter the data manually Converting Partnership Data from a T4 TimeSaver Database Converting partnership data from last year s T4 TimeSaver database is virtually identical to the way you convert other data The only difference is that you have the option to convert only companies with partnership data This is useful if you have already converted your databases prior to the February 10 2009 release which handled partnership forms a Convert T4 TimeSaver Data Sha x Options Initialize fields zero amounts remove Amended etc _ Convert partnership companies only 1 Clear CPP Exempt boxes Clear El Exempt boxes Initialize partnership forms Importing Partnership Data from Excel Importing T5013 slips from an Excel spreadsheet is done in the same way as importing other slips See the T4 TimeSaver User Manual for general instructions about importing data For information about the names of the fields used as headers for T5013 slips see Headings for T5013 1861 for layout details You can import both identification information names addresses etc as well as the amount
10. 2011 ELM Computer Systems Inc Working with Databases 51 3 7 3 8 Restore to path Enter the folder to which you will restore the backup This can be either an existing folder containing T4 TimeSaver data or a new folder created specifically for the restore If you are restoring data to an existing folder please be aware that any data in that folder with the same name as is contained in the backup file will be overwritten If other users have the file open at their workstations the restore will fail If there is a password for the Backup Enter the password if any that was used to create the backup Please note that passwords are case sensitive Once all the settings have been configured to your satisfaction you can click the Finish button to restore your data Once the data has been restored you can access it through T4 TimeSaver s Open Database 48 function Repair Database 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 or 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 IN NO CASE SHOULD YOU RELY SOLELY ON THE DATABASE REPAIR ROUTINE OF T4 TimeSaver TO PROTECT YOUR FIL
11. Partnership Quebec Partnership Federal 4 Forms Menu Basic FE Partnership Quebec gt More Forms Menu Plus Forms Menu Enterprise The Forms Menu is used to access the various data entry screens for each slip Forms that are not available in your T4 TimeSaver version will not appear in the Forms Menu Clicking on a form will display all data entry screens for that form More Select this item to display the Configure Database 4 dialogue which will enable you to enable amp disable forms within the current database T4 TimeSaver can be used to prepare returns for the following information slips e Canada Revenue Agency NR4 T1204 T3 T4 TAPS T4RIF TARSP T4A T4ANR T4AP T4ARCA T5 T5007 T5013 T5018 T2200 amp T2202A e Revenu Qu bec RL 1 RL 2 RL 3 RL 8 RL 15 RL 16 RL 17 amp RL 25 The forms available are dependant on which version of T4 TimeSaver has been installed TimeSaver Lite 4 T5 RL 1 amp RL 3 e TimeSaver Basic T1204 T4 T4PS TARIF TARSP T4ANR T4AP T4ARCA T5 T5007 T5013 T2200 T2202A RL 1 RL 2 RL 3 RL 8 RL 17 amp RL 25 e 4 TimeSaver Plus T1204 T4 TAPS TARIF TARSP T4AP TA4ARCA T5 T5007 T5013 T5018 T2200 T2202A RL 1 RL 2 RL 3 RL 8 RL 15 RL 17 amp RL 25 e T4 TimeSaver Enterprise NR4 T1204 T3 T4 TAPS TARIF TARSP T4A T4ANR T4AP T4ARCA T5 T5007 T5013 T5018 T2200
12. T4 TimeSaver User Guide Heading EIEXEMPT PPIPEXEMPT NOCPPADJUST NOEIADJUST NOPPIPADJUST UNION CHARITABLE PENSIONNO PENSION PPIP PPIPEARN OTHERCODE1 OTHERAMT1 OTHERCODE2 OTHERAMT2 OTHERCODE3 OTHERAMT3 OTHERCODE4 OTHERAMT4 OTHERCODE5 OTHERAMT5 OTHERCODE6 OTHERAMT6 NETPAYOTHER TEXTATTOP EMAILADDRESS OKTOEMAILSLIP COMPANY NAME1 Description El exempt box 28 PPIP exempt box 28 Do not adjust CPP Do not adjust El Do not adjust PPIP Union dues box 44 Charitable donations box 46 RPP DPSP number box 50 Pension adjustment box 52 PPIP premiums box 55 H PPIP earnings box 56 l 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 Other deductions from Net Pay Optional text to print at top of slip Recipient email address T4 TimeSaver Enterprise only Permission granted to email slip T4 TimeSaver Enterprise only Name of company associated with the slip T4 TimeSaver Enterprise only Additional headings for RL 1 fields Type max size Yes No Yes No Yes No Yes No Yes No Currency Currency Text 7 Currency Currency Currency Text 2 Currency Text 2 Currency Text 2 Currency Text 2 Currency Te
13. 1 New Company Defaults 2 Adjustment Options 3 Data Entry 4 Electronic Filing 5 Options Ji 5 Re r When entering T4 slips the cursor will automatically move to the selected boxes 4 Employee name V 17 QPP contributions V 55 PPIP premiums 7 Address line 1 V 18 El premiums V 56 PPIP insurable eamings Address line 2 V 20 Pension plan contributions Other information 1 City V 22 Income tax deducted V Other information 2 Province 24 El insurable eamings V Other information 3 7 Postal code 26 CPP QPP eamings V Other information 4 V Country V 28 CPP QPP exempt Other information 5 v Tax year 28 El exempt V Other information 6 12 S L N 28 PPIP exempt Employee number 7 29 Employment code Do not adjust CPP QPP Other deductions from net pay V CPP pensionable weeks V Do not adjust El V Optional text 7 10 Province of employment Do not adjust PPIP Status of slip 44 Union dues 46 Charitable donations 7 14 Employment income 50 RPP or DPSP registration number V 16 CPP contributions V 52 Pension adjustment 12 1 4 Electronic Filing Page The Electronic Filing page contains information required by the system to submit information returns on CD DVD or via the Internet Enter the name and address of the company responsible for transmitting the electronic filing data and the names and phone numbers for accoun
14. 2011 ELM Computer Systems Inc Appendices 173 Heading TEXTATTOP EMAILADDRESS OKTOEMAILSLIP COMPANY NAME 1 Description Optional text to print at top of slip Recipient email address T4 TimeSaver Enterprise only Permission granted to email slip T4 TimeSaver Enterprise only Name of company associated with the slip T4 TimeSaver Enterprise only Type max size Text 15 Text 255 Yes No Text 30 Comments Examples amp Defaults Yes 2011 ELM Computer Systems Inc 174 T4 TimeSaver User Guide 13 4 2 9 Headings for TAAP T4 TimeSaver Plus amp Enterprise Only Cell A1 must contain T4AP Heading LASTNAME FIRSTNAME INITIAL ADDRESS1 ADDRESS2 CITY PROV POSTAL COUNTRY YEAR SLIPSTATUS NUMOFMONTH EFFECTIVEDATE TAXABLECPP INCOMETAX RETIREMENT SURVIVOR DISABILITY CHILD DEATH BENEFITNUM SIN TEXTATTOP EMAILADDRESS OKTOEMAILSLIP Description Recipient last name Recipient first name Recipient middle initial Address line 1 Address line 2 City Province code Postal code including space Country code Tax year Status of slip 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 Optio
15. 26 CPP eamings Print inactive slips No i Companies Select one of the options from the drop down list All Companies print the slips for all companies in the current database Current Company print the slips for only the current company Most Recently Used print the slips for companies most recently included in any report Selected print the slips for selected companies The companies that match the selection you have made will be listed in the box on the left If you chose Selected click on the box beside each company you wish to select to put a check mark in the box and to have the company name appear on the list on the right Fields Select one of the two options listed below All include all the fields available on the slip report may print with a very small font to fit all data Selected print only those fields which you select If you chose Selected click on the box beside each field you wish to include in the report Options Sort slips by 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 2011 ELM Computer Systems Inc 96 T4 TimeSaver User Guide 9 7 Layout Select either the Table or Memo style of layout Orientation Select whether you wish the report to print in the Portrait or Landscape orientation Paper Size Select whether you wish the report to print on etter or l
16. Sample Company Al Companies User Defined Groups Save Jl Rename List Save As Delete Exception 1 selected E Events All Events Company Database 2011 ELM Computer Systems Inc 124 T4 TimeSaver User Guide The Event Viewer gives an administrator the tools necessary to prepare detailed reports on significant events occurring during the use of T4 TimeSaver Enterprise It is intended to serve as an aid to data entry analysis and can also assist in forensic analysis of system performance Note In situations where both English and French are or have been used as the default language of the T4 TimeSaver you may notice that English and French events could be interspersed with each other This is not a bug in T4 TimeSaver but is the result of the event database being filled by either English or French events depending on which language was in use at the time Create Slips from Another Type Currently under development d Start Page JWS Create Slips x Company and Types of Slips Company Pete sCo Close Type of slips to copy from Type of slips to create Slips to be Copied XX XXX of YY YYY slips selected The Create Slips from Another Type function converts is used to create slips of one type ie T5 from already existing slips of another type ie T4 Use this function to rapidly create slips in situation where va
17. 7 Save and close the Excel spreadsheet All instances of the import file must be closed before continuing to the next step 8 Start T4 TimeSaver From the Tools menu choose Import and then Import from Excel File 2011 ELM Computer Systems Inc Using Tools to Manipulate Data 119 US Start Page JWS Import From Excel File X File to Import Select an Excel file Browse Select a sheet from the workbook Type of data records in this sheet Import into current company Skip data validation Import into a new company Import into companies the Company Name1 column Add Update Options Add new slips to the database Update existing slips based on linking field Import Close 9 Browse to the location of the Excel file you just created 10 Indicate which sheet in the spreadsheet you wish to import data from The Type of data records in this sheet field should indicate the correct data type automatically 11 T4 TimeSaver Enterprise Only Indicate whether you wish to Import into current company Import into a new company or Import into companies in the Company Name1 column If you select Import into a new company you will be prompted for a new company name You will need to edit the company profile at a later time to complete the data entry for the company information If you select Import into companies in the Company Name1 column the data for each slip will be import
18. Below are listed a number of features to make data entry as quick and easy as possible e Many fields will have an arrow B to their right This indicates that there are a limited number of valid data entry options for this field Double clicking on either the field or the arrow displays a list of valid entries from which the appropriate item can then be chosen e The company address can be copied onto the address fields for an employee by simultaneously pressing the Shift F6 keys e f there is more than one slip for an employee the employee information can be copied from one slip using the F7 key and pasted into another slip using the Shift F7 key combination e The cursor can be easily moved from one field to the next simply by pressing the TAB key Common Data Fields amp Buttons Please note that not all fields below will be found on all data entry screens 2011 ELM Computer Systems Inc 66 T4 TimeSaver User Guide Start Page 8 14 X M T4 Statement of Remuneration Paid Gotaa Gonna Ae Gotosummay Pete s Co Sumame First name Initial Social insurance number 12 Set to Address line 1
19. Expense Type Line 2 Text 50 Q9INCLUDED2YES Question 9 Expense Incl T4 Line 2 Yes Yes No Yes checkmarks box No will not Q9INCLUDED2NO Question 9 Expense Incl T4 Line 2 No Yes No Yes checkmarks box No will not Q9AMT3 Question 9 Expense Amount Line 3 Currency Q9TYPE3 Question 9 Expense Type Line 3 Text 50 Q9INCLUDED3YES Question 9 Expense Incl T4 Line 3 Yes Yes No Yes checkmarks box No will not Q9INCLUDED3NO Question 9 Expense Incl T4 Line 3 No Yes No Yes checkmarks box No will not Q10AYES Question 10 Use Portion Yes Yes No Yes checkmarks box No will not Q10ANO Question 10 Use Portion No Yes No Yes checkmarks box No will not Q10PERCENTAGE Question 10 Percentage of Workday Text 50 Q10BYES Question 10 Exclusive Yes Yes No Yes checkmarks box No will not Q10BNO Question 10 Exclusive No Yes No Yes checkmarks box No will not Q10CYES Question 10 Repay Yes Yes No Yes checkmarks box No will not Q10CNO Question 10 Repay No Yes No Yes checkmarks box No will not Q10AMT1 Question 10 Expense Amount Line 1 Currency Q10TYPE1 Question 10 Expense Type Line 1 Text 50 Q10INCLUDED1YES Question 10 Expense Incl T4 Line 1 Yes Yes No Yes checkmarks box No will not Q10INCLUDED1NO Question 10 Expense Incl T4 Line 1 Yes Yes No Yes checkmarks 2011 ELM Computer Systems Inc Appendices 159
20. Heading Description Type max Comments size Examples amp Defaults box No will not Q10AMT2 Question 10 Expense Amount Line 2 Currency Q10TYPE2 Question 10 Expense Type Line 2 Text 50 Q10INCLUDED2YES Question 10 Expense Incl T4 Line 2 Yes Yes No Yes checkmarks box No will not Q10INCLUDED2NO Question 10 Expense Incl T4 Line 2 Yes Yes No Yes checkmarks box No will not Q10AMT3 Question 10 Expense Amount Line 3 Currency 10 Question 10 Expense Line Text 50 Q10INCLUDEDS3YES Question 10 Expense Incl T4 Line 3 Yes Yes No Yes checkmarks box No will not Q10INCLUDED3NO Question 10 Expense Incl T4 Line 3 Yes Yes No Yes checkmarks box No will not Q11AYES Question 11 Tradesperson Yes Yes No Yes checkmarks box No will not Q11ANO Question 11 Tradesperson No Yes No Yes checkmarks box No will not Q11BYES Question 11 Purchase tools Yes Yes No Yes checkmarks box No will not Q11BNO Question 11 Purchase tools No Yes No Yes checkmarks box No will not Q11CYES Question 11 Satisfy Yes Yes No Yes checkmarks box No will not Q11CNO Question 11 Satisfy No Yes No Yes checkmarks box No will not Q12AYES Question 12 Apprentice Yes Yes No Yes checkmarks box No will not Q12ANO Question 12 Apprentice No Yes No Yes checkmarks box No will not Q12BYES Question 12 Designation Yes Yes No Yes checkmarks box
21. If the submission is for multiple companies COMPANY NAME will be replaced my MULTIPLE COMPANIES T4 TimeSaver Plus and Enterprise are able to batch submit returns for multiple companies and multiple return types over the Internet in a single file which can be no larger than 150Mb in size T4 TimeSaver Lite and Basic are limited to submitting single returns over the Internet for a single company at a time As above the file can be no larger than 150Mb in size If you are using one of these T4 TimeSaver versions to file electronic returns for a significant number of clients it may be in your best interest to upgrade to the T4 TimeSaver Plus or T4 TimeSaver Enterprise 10 3 2 1 Revenu Qu bec Internet Filing Limitations The following information is taken from the Revenu Qu bec document IN 800 V 4 1 1 Online The combined file size of all transmitted data must not exceed 150 megabytes 150 MB If the transmission exceeds this limit contact the Division de l acquisition des donn es lectroniques for information on how to proceed Important The transmission of data whose combined file size is less than 150 MB may still encounter certain problems for which Revenu Qu bec is not responsible These problems may occur if the equipment you use performs poorly if you have a low capacity Internet connection or if you try to submit the data during the final hours before the deadline To send files online go to our website and click on the O
22. It is recommended that you not install T4 TimeSaver to a removable storage device 1 T4 TimeSaver Net 2009 Confirm Installation tg The installer is ready to install T4 TimeSaver Net 2009 on your computer Click Next to start the installation Coa Ce CE Click Next to proceed with the installation of T4 TimeSaver NOTES 1 Workstation Installation A Workstation installation will still permit the workstation to access data files stored on a network but necessitates that updates be installed individually on each workstation where a Workstation installation has been performed 2 Network Administrator Installation After completing the Network Administrator installation it will be necessary to go to each workstation where T4 TimeSaver will be used and run the program T4NETNODE EXE from the Network Administrator installation folder This can be done manually using Active Directory or through any of a variety of scripting tools Once TANETNODE EXE has completed the T4 TimeSaver icon will appear on the desktop double clicking this icon will complete the installation process and start T4 TimeSaver If the workstation is subsequently disconnected from the network T4 TimeSaver will still operate but will not be able access the User Profile 27 and any data files located on the network The advantage of a Network Administrator installation is that in most cases program updates will only need to be installed on
23. No Question 9 Repay Yes Type max Comments size Examples amp Defaults Yes No Yes No Yes No Yes No Yes No Text 50 Yes No Yes checkmarks box No will not Yes No Yes checkmarks box No will not Currency Text 50 Yes No Yes checkmarks box No will not Yes No Yes checkmarks box No will not Yes No Yes checkmarks box No will not Yes No Yes checkmarks box No will not Yes No Yes checkmarks box No will not Yes No Yes checkmarks box No will not Yes No Yes checkmarks box No will not Yes No Yes checkmarks box No will not Yes No Yes checkmarks box No will not Yes No Yes checkmarks box No will not Yes No Yes checkmarks box No will not Yes No Yes checkmarks box No will not Yes No Yes checkmarks box No will not 2011 ELM Computer Systems Inc 158 T4 TimeSaver User Guide Heading Description Type max Comments size Examples amp Defaults Q9ENO Question 9 Repay No Yes No Yes checkmarks box No will not Q9AMT1 Question 9 Expense Amount Line 1 Currency Q9TYPE1 Question 9 Expense Type Line 1 Text 50 Q9INCLUDED1YES Question 9 Expense Incl T4 Line 1 Yes Yes No Yes checkmarks box No will not Q9INCLUDED1NO Question 9 Expense Incl T4 Line 1 No Yes No Yes checkmarks box No will not Q9AMT2 Question 9 Expense Amount Line 2 Currency Q9TYPE2 Question 9
24. Prepare any necessary paper slips s71 and paper summaries 17 for the recipients submissions of fewer than 50 slips and or records keeping Installation T4 TimeSaver may be installed on any disk drive accessible to your computer The two installation options Single User and Network Administrator are described below If you used T4 TimeSaver in 2009 you may install the program without affecting last year s database s nor will reinstalling the current program affect the current year s database s Despite this we strongly recommend that you ensure you have a reliable backup of your data prior to installing any new T4 TimeSaver releases and or updates For fastest program response and most secure retention of data it is recommended that data files be stored on either a local or network disk drive Data files can also be stored on many USB flash drives provided sufficient space is available For clients with older computers storing a database on floppy disks is out of the question erratic program behaviour and data loss will occur if you attempt to store a database on a floppy disk Before beginning either installation option note that 1 The logon account used for the installation must have local administrator privileges on the computer where the installation will take place 2 The logon account must have read write access to all network resource involved in the installation 3 All T4 TimeSaver users must have read write access to netw
25. T2202A RL 1 RL 2 RL 3 RL 8 RL 15 RL 16 RL 17 amp RL 25 2 6 6 Tools Menu Tools Menu 2011 ELM Computer Systems Inc Getting Started 33 Tools Setup Reports Windows Help Tools Setup Reports Windows Help Merge Companies Merge Companies Transfer Companies Transfer Companies Global Changes 4 Global Changes gt Convert Last Year s Databases Convert Last Year s Databases Import Data 4 Import Data 4 Import User Information from Last Year s T4 TimeSaver Import User Information from Last Year s T4 TimeSaver Remove Slips Remove Slips Create Slips Forms from Another Type Event Viewer Create Slips Forms from Another Type Tools Menu Lite Basic amp Plus Tools Menu Enterprise Merge Companies Opens the Merge Companies 114 dialogue Transfer Companies Opens the Transfer Companies 1141 dialogue Global Changes Make global changes to Adjustment Options 551 Contact Information 116Contact Information and Slip Information 1161 Convert Databases Used to Convert databases 4 from 2009 T4 TimeSaver data into 2010 T4 TimeSaver format Import Data Allows you to import data into T4 TimeSaver from Excel and XML format files you can also use the Open Excel Templates from this menu to access the Excel Templates to help you properly format an import file Import User Information from Last Year s T4 TimeSaver Imports user setup information from 2009 T4 TimeSaver into 2010 T4 TimeSaver inst
26. XAMT27 Dollar value Currency XAMT28 Dollar value Currency 2011 ELM Computer Systems Inc 202 T4 TimeSaver User Guide Heading EMAILADDRESS OKTOEMAILSLIP COMPANY NAME 1 Description Recipient email address T4 TimeSaver Enterprise only Permission granted to email slip T4 TimeSaver Enterprise only Name of company associated with the slip T4 TimeSaver Enterprise only Type max size Text 255 Yes No Text 30 Comments Examples amp Defaults Yes 2011 ELM Computer Systems Inc Appendices 203 13 4 3 6 Headings for RL 16 T4 TimeSaver Enterprise Only Cell A1 must contain R16 Heading Description Type Max Comments Examples Size and defaults NAME1 pM name line 1 code 3 4 amp Text 30 NAME2 Dac name line 2 code 3 4 amp Text 30 LASTNAME1 First recipient last name code 1 amp 2 Text 20 FIRSTNAME1 2 recipient first name code 1 amp Text 12 INITIAL 1 25 recipient middle initial code 1 amp Text 1 LASTNAME2 recipient last name code 1 Text 20 FIRSTNAME2 227 recipient first name code 1 Text 12 INITIAL2 Second recipient middle initial code Text 1 1 amp 2 ADDRESS1 Address line 1 Text 30 ADDRESS2 Address line 2 Text 30 CITY City Text 28 PROV Province code Text 2 POSTAL Postal code Text 10 COUNTRY Country Text 3 CAN USA etc SIN First recipient SIN Text 9 SIN2 Second recipient SIN Text 9 OTHERNUMBER or identification numbe
27. and uses the print routines in Adobe Reader to send the data to the printer Depending on the version you are using the following tips might help improve printing speed when using Adobe Reader 1 Print the document as an image To do this a Click on File in Adobe Reader b Click on Print c Click on the Advanced button in the lower left of Adobe Reader s print dialogue d Select the option to Print as image and click OK 2 Reduce the print resolution To do this a Click on file in Adobe Reader b Click on Print c Click on Properties in the upper right of Adobe Reader s print dialogue beside the printer name d The actual location will vary from printer to printer but there should be a setting to change print quality or resolution ensure that this is set to the lowest setting possible 300dpi is a good working minimum most modern printers default to 1200dpi or 600 dpi the amount of data that the printer must process is reduced by 7596 each time dpi is halved Data Prints Outside of Fields on Pre Printed Forms When using Preview and Print Adobe Reader will be used to print PDF reports To ensure accurate data placement you must first turn off all scaling options within Adobe Reader This will allow the printed reports to meet the requirements of the CRA and Revenu Qu bec Failure to do so may result in data printing outside of many fields and cause your submission to be unacceptable by the CRA or Revenu Qu bec Scaling is not a
28. r El Adjustment Options Adjust El premiums if over annual maximum Other Adjustment Options Adjust CPP EI PPIP differences greaterthan 1 00 Adjust CPP EI PPIP to calculated amounts even if there is insufficient tax to offset the adjustment 7 Adjust El premiums based on insurable eamings Adjust insurable eamings based on El premiums If yes enter the maximum amount by which tax may be reduced PPIP Adjustment Options 3 339 39 Adjust PPIP premiums if over annual maximum E Adjust PPIP premiums based on insurable eamings Note Settings on this tab will be copied to each new company you set up Adjust insurable eamings based on PPIP premiums 2011 ELM Computer Systems Inc Using Setup to Configure T4 TimeSaver NET 127 12 1 3 Data Entry Pages Each of the data entry pages contains check boxes corresponding to the boxes on the data entry form As you enter slip information it may not be necessary for you to enter information into each box as some 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 The following is a sample of the T4 Data Entry page Start Page 42 User Settings vx Cancel Close User Settings
29. 1 2010 2011 ELM Computer Systems Inc 180 T4 TimeSaver User Guide Heading Description T4 TimeSaver Enterprise only OKTOEMAILSLIP Permission granted to email slip T4 TimeSaver Enterprise only COMPANY NAME1 Name of company associated with the slip T4 TimeSaver Enterprise only Type max size Yes No Text 30 Comments Examples amp Defaults Yes 2011 ELM Computer Systems Inc Appendices 181 13 4 2 13 Headings for TARSP T4 TimeSaver Plus amp Enterprise Only Cell A1 must contain T4RSP Heading LASTNAME FIRSTNAME INITIAL ADDRESS1 ADDRESS2 CITY PROV POSTAL COUNTRY SLIPSTATUS YEAR SIN SPOUSESSIN CONTRIBUTORSPOUSE CONTRIBUTORSPOUSENO CONTRACT ANNUITY REFUNDPREMIUMS REFUNDEXCESS COMMUTATION LLPWITHDRAWAL DEREGISTRATION OTHERINCOME INCOMETAX DEATH HBPWITHDRAWAL Description Recipient last name Recipient first name Recipient middle initial Address line 1 Address line 2 City Province code Postal code including space Country in address Status of slip Year Canadian social insurance number box 12 Spouse s Canadian social insurance number box 36 Yes if spouse is a contributor box 24 No if spouse is not a contributor box 24 Contract number box 14 Annuity payments box 16 Refund of premiums box 18 Refund of excess contributions box 20 Commutation payments box 22 LLP withdrawal box 25 Amounts receive
30. 110 Schedule 125 Schedule 125 Line 9999 Schedule 1 Section A Summary Number of T5013 Slips Summary Number of T5013a Slips Summary Box 150 Number Units Acquired Summary Box 152 Total Cost Of Units T5013 Slip Summary Box 153 Limited Recourse Amounts Summary Box 154 At Risk Adjustment Summary Box 155 Other Indirect Reductions Schedule 50 Partner Id Fields Capital Account Fields Partner s Share Schedule 19 Non Resident Partner Name Address Etc Schedule 12 Slip Identification Info Fiscal Period End Etc Slip Amounts Allocated On Basis Slip Non Monetary Values From Other Information T5013 Summary 8 2 RL15 T4 TimeSaver Plus amp Enterprise Only This section is in progress An updated version of the T4 TimeSaver manual will be released upon completion 2011 ELM Computer Systems Inc Part IX NO 2010 1 TIMESAVER Producing Reports 85 9 1 Producing Reports A Note on Printing Reports Optimizing Printing Speed You may find that printing speed sometimes leaves something to be desired Unfortunately there is nothing you can do to improve printing speed when using the Quick Print option as this process uses the PDF printer built into T4 TimeSaver which are not modifiable by the end user If you use the Preview and Print option instead you may be able to improve print speeds slightly as this process previews all print jobs in Adobe Reader
31. 15 QPIP employer premium rate 0 708 QPP contribution rate 4 95 QPP maximum employee contribution 2 163 15 Taxable Dividends T5 and T4PS gross up Non eligible 125 RIED T5 and TAPS dividend tax credit Non eligible 0 133333 El maximum insurable eamings 4320000 T5 and T4PS gomp Eigble 144 El maximum employee premium as m 5 and 4 5 dividend tax credit Eigible 0 179722 El premium rate 173 El max employee premium Quebec 587 52 5 Eire 1 36 x RL 3 gross up Ordinary 125 RL 3 dividend tax credit Ordinary 0 1 RL 3 gross up Eligible 145 RL 3 dividend tax credit Eligible 0 17255 T4 TimeSaver comes set with the rates and constants set by legislation for 2010 Using this utility the rates and constants as required to enable preparation of returns using 2011 rates and constants when 2011 ELM Computer Systems Inc Using Setup to Configure 4 TimeSaver NET 133 T4 TimeSaver 2011 is not yet available ie To submit returns after a business closing midway through 2011 Click the Defaults button to return all rates and constants to their 2010 legislated values This feature is available to any user in the Lite and Basic versions and only to the ADMIN user in the Plus and Enterprise versions 12 5 File Locations This function displays a list of the folders used to store the files used by T4 TimeSaver The administrator of the Plus version logged in as AD
32. 2011 ELM Computer Systems Inc Using Setup to Configure T4 TimeSaver NET 129 Enter MM000000 into this field if you have not yet been assigned a Transmitter Number Please note that this number can be used only when you have not already received a Transmitter Number from the CRA If you have filed electronically by CD DVD or over the Internet in the past the CRA will have issued you a Transmitter Number to use in this and subsequent years To find your Transmitter Number if it is not recorded on the Transmitter Information page of the 2009 T4 TimeSaver you can contact Electronic Media Processing Unit Ottawa Technology Centre Canada Revenue Agency 875 Heron Road Ottawa ON K1A 1A2 Telephone 1 800 665 5164 Quebec Transmitter Number The Quebec Transmitter Number is supplied by the MRQ and is in the format NPnnnnnnn where n represents a numeric character Enter 000000 into this field if you have not yet been assigned a Transmitter Number Please note that this number can be used only when you have not already received a Transmitter Number from the MRQ If you have filed electronically by CD DVD or over the Internet in the past the MRQ will have issued you a Transmitter Number to use in this and subsequent years To find your Transmitter Number if it is not recorded on the Transmitter Information page of the 2009 T4 TimeSaver you must contact the MRQ Quebec Transmitter Type Enter the type of transmitter
33. 2011 ELM Computer Systems Inc Part XI NO 2010 1 TIMESAVER 114 T4 TimeSaver User Guide 11 Using Tools to Manipulate Data 11 4 Merge Companies Start Page i Merge Companies 1 Database J Company Company 2 Database Company New Company Database Company Note Company and summary information address contacts etc will be retrieved from Company 1 Use the Merge Companies function to merge two companies as a third company The companies to be merged can be selected from any existing database s 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 also be any existing database accessible to T4 TimeSaver To merge two companies into a new third company you must first select the database containing the first company by clicking on the Database button in the Company 1 area and using the Company selection box to choose the desired company Do the same in the Company 2 area to select the second company to be merged Finally in the New Company area select the database to which the resulting company will be saved and enter the name of the resulting company in the Company field If the resulting company already exists in the selected database the Merge will not take place either a new and unique company name must be entered or a new databas
34. 61174 slips for current company or any combination of companies Unlock All Companies in Database Closes all companies locked open either by improper program termination or by not exiting T4 TimeSaver Company Filing Status Enterprise Opens the Filing Status 971 window in which the filing status of information returns for any company can be reported Some menu items lead to options that are not available in all versions of T4 TimeSaver These menu items may appear in the menus and if selected will inform the user that the chosen option is available only in a higher version Forms Menu Forms Menu 2011 ELM Computer Systems Inc 32 T4 TimeSaver User Guide Forms Tools Setup Repor Forms Tools Setup Repor Forms Tools Setup Repor Forms Tools Setup Repor T4 4 NR4 NR4 4 NR4 T4A T4 T4 T3 Information Return T5 4 T4A T4A T4 RL 1 gt T4A NR T4A NR T4A RL3 TAA P TAA P T4A NR M T4A RCA T4A RCA T4A P TAPS TARIF TARSP T5 T1204 T2200 TAPS TARIF TARSP T5 T1204 T2200 b b b b b T4A RCA x TAPS gt Forms Menu Lite E d TARSP Li 35 gt b b b b b T1204 Y ov Y Y Y Y o v Y Y Y Y Y Y Y L e D 1M 22 12 1 E MEL ES T2202A T2202A T2200 T5007 T5007 T2202A T5018 T5018 T5007 RL 1 gt RL 1 Y T5018 RL 2 RL 2 4 1 4 RL 3 RL 3 gt RL 2 gt RL 8 RL 8 RL 3 RL 17 RL 17 4 RL 8 RL 25 RL 25 4 RL 17 ze Partnership Federal RL 25
35. 87 Reports Summary 91 Reversing T4 Slip Adjustments 74 Revert 29 RL1 Adjust 61 RL1 Import File Header 165 RL 1 Import File Header 191 RL1 Unadjust 61 RL 17 Import File Header 205 RL 2 Import File Header 192 RL 25 Import File Header 207 RL3 Import File Header 183 RL 3 Import File Header 194 2011 ELM Computer Systems Inc Index 215 m Select Company 40 Select Slip 29 Selecting a Company 59 Selecting a Slip 65 Setting Adjustment Options 74 Settings Paths 135 Settings System 135 Settings User 135 Skip Data Entry Fields 127 Slip Editing ToolBar 30 Slip Add 64 Slip Data Entry 65 Slip Delete 40 64 Slip Find 40 Slip First 40 Slip Last 40 Slip New 40 Slip Next 40 Slip Number of 40 Slip Order 40 Slip Previous 40 Slip Revert 40 Slip Select 65 Slip Sort Order 65 Slips Printing 87 Slips Remove 123 Sort Order 40 Sorting Slips 65 Special Keys 41 Split Screen 42 Start Page 30 Starting 25 State Codes 149 Status Bar 30 Suggestions 17 Summaries Printing 91 System Settings 135 ST T1204 Import File Header 154 T4 Adjust 61 T4 Adjusting 74 T4 Adjusting Reverse 74 T4 Adjustment Options 74 T4 Import File Header 165 191 T4 Reversing Adjustments 74 T4 Unadjust 61 T4A Import File Header 168 T4ANR Import File Header 172 T4AP Import File Header 174 TANETNODE 20 T4PS Import File Header 177 Import File Header 176 T5 Import Fi
36. 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 Social insurance number Spouse s social insurance number Withdrawal under HBP Status of slip Type max size Text 30 Text 12 Text 1 Text 30 Text 30 Text 28 Text 2 Text 10 Text 3 Text 6 Text 20 Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Text 9 Text 9 Currency Text 1 Comments Examples amp Defaults Required field CAN USA etc Box A Box B Box C Box D Box E Box F Box G Box H Box Box J Box K Box L Box M Box N Box O R Original 2011 ELM Computer Systems Inc Appendices 193 TEXTATTOP EMAILADDRESS OKTOEMAILSLIP COMPANY NAME 1 Optional text to print at top of slip Recipient email address T4 TimeSaver Enterprise only Permission granted to email slip T4 TimeSaver Enterprise only Name of company associated with the slip T4 TimeSaver Enterprise only
37. Company 40 Edit List Printing 95 Edit Menu 29 Editing Company Information 60 El Adjustment Options 57 Electronic Filing 127 Electronic Filing CD or DVD 111 Electronic Filing Federal Returns 104 Electronic Filing Internet 105 Electronic Filing Perparation 100 Entering Data 42 Entering Data in a Slip 65 Excel Import from 117 Exit 28 F F1 41 F2 41 F4 41 Field Override 41 Field Override Calculated 71 File Locations 133 File Menu A28 Filing Electronic 127 First Slip 29 40 Form Print 40 General Information Company 54 Global Adjustment Options 115 Global Contact Information 116 H Hardware Requirements 11 Help 41 http www elmcomputers com services html 16 Import File Header Company 151 Import File Header NR4 152 Import File Header RL1 165 Import File Header RL 1 191 Import File Header RL 17 205 Import File Header RL 2 192 Import File Header RL 25 207 Import File Header RL3 183 Import File Header RL 3 194 Import File Header T1204 154 Import File Header T4 165 191 Import File Header TAA 168 Import File Header TAANR 172 Import File Header T4AP 174 Import File Header TAARCA 176 Import File Header T4PS 177 Import File Header T5 183 194 Import File Header T5018 190 Import Files Introduction 150 Import Excel 117 Import XML 120 Important Note for Network Administrator Installation 20 Input Conventions 42 Installation 20 Internet Filing 105
38. Database 47 Closing a Database 47 Gonvert Databasex u u eee eoe erit ee ta detiene ede teri ie Sha asa 48 Special Instructions for 4 TimeSaver Lite 49 Configure Databas uu 49 Backup and Restore a Database U U u uu uuu u u u u T J 49 Repair Database AEEA E ipa candids 51 Check Data Int grity erri ce ee ruere ee tel 51 Repair User Database uua Seat Lulli 52 Company Information 54 Creating a COM Pan me 54 cM NGM AAGGA Aw Gn t 54 npud Bee 55 CPP QPP Adjustment Options sise 56 El AdjustmetitODtiOFis acr e We e e E pn ae et 57 PPIP Adj stmernt ODptlofis 2 Ier eto e re e PR rer Rer EE 57 Transfer Over Remittahice rua dec ee eee A gn pe En 58 Other ODtloris dtu eg br Le te em se Ec 58 Lock Disable Ajdustments Plus amp Enterprise Only 59 Dra 59 Selecting 2 59 Editing Company
39. Dinar Turkish Lira Manat US Dollar Australian Dollar Uganda Shilling Hryvnia UAE Dirham Pound Sterling US Dollar US Dollar Peso Uruguayo Uzbekistan Sum Vatu Euro Bolivar Fuerte Dong US Dollar US Dollar CFP Franc Moroccan Dirham Yemeni Rial Zambian Kwacha SCR SLL SGD EUR EUR SBD SOS ZAR EUR LKR SDG SRD NOK SZL SEK CHF SYP TWD TJS TZS THB USD XOF NZD TOP TTD TND TRY TMT USD AUD UGX UAH AED GBP USD USD UYU UZS VUV EUR VEF VND USD USD XPF MAD YER ZMK 2011 ELM Computer Systems Inc Appendices 149 ZIMBABWE OTHER 13 3 3 Province Sate Codes Zimbabwe Dollar The following abbreviations apply to the provinces of Canada NL Newfoundland LB Labrador PE Prince Edward Island NS Nova Scotia NB New Brunswick QC Qu bec ON Ontario ZWL OTH MB Manitoba SK Saskatchewan AB Alberta BC British Columbia NT Northwest Territories NU Nunavut YT Yukon Territories The following abbreviations apply to the states of the USA 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 Mississ
40. E F T4A l R3 Initialize slips zero amounts remove Amended etc T4ANR R8 E T4AP o R15 E T4ARCA R17 T4PS T5 F T1204 E T2202A 1 T5013 T5018 R25 J 2011 ELM Computer Systems Inc Using Tools to Manipulate Data 117 Use the Global Changes Slip Information tool to modify the taxation year and or initialize data on slips of any or all return types that exist for any or all companies in the current database Selected companies will appear in the box on the right The return types to which the changes will be applied can be selected from the table at lower left The desired changes can be entered as appropriate in the fields on the right Clicking on Apply will apply the changes to all selected companies Changes made using this tool can not be reversed Options Change tax year to The year on all selected slips will be changed to the year indicated when this box is checked Initialize slips zero amounts remove Amended etc Check this box to initialize all selected slips to contain only name and address information 11 4 Import Data T4 TimeSaver Plus amp Enterprise Only If you have information in a payroll package or another tax slip preparation software product it may be possible to import this information into T4 TimeSaver If the software allows you to export to a spreadsheet or text file you can use the Import from Excel File feature to impo
41. El Exempt boxes Clear not adjust El boxes Roll forward prior year UCC and capital account amounts on federal and Quebec partnership returns Source folder C Users Peter Rhebergen Documents T4 TimeSaver NET 2009 Data Destination folder C Users Peter Rhebergen Documents T4 TimeSaver NET 2010 Data Set the destination folder to the source folder Select which Demo T09N file s to convert Test TOON Trial TO9N Initialize fields zero amounts remove Amended etc If checked will cause T4 TimeSaver to remove all dollar values during conversion Clear CPP Exempt boxes Removes the CPP Exempt flag from all slips making them non exempt e Clear El Exempt boxes Removes the El Exempt flag from all slips making them non exempt e Clear Do not adjust CPP boxes Removes the Do not adjust CPP flag from all slips allowing them to be adjusted Clear Do not adjust El boxes Removes the Do not adjust El flag from all slips allowing them to be adjusted Roll forward federal partnership Schedule 8 and Schedule 50 for new year Plus and Enterprise Copies contents of federal partnership Schedule 8 and Schedule 50 into 2010 database Source Folder Location of the database to be converted if you are unsure of its location you can either use the Browse button or open the 2009 T4 TimeSaver and use its Setup File Locations menu to display the database location Once the source has been specified al
42. El rate 1 4000 Identification number and file no Company category code Web Access Code PDF Output Folder Browse J Default Default C Users Peter Rhebergen Documents T4 TimeSaver NET 2010 PDF Output Other Information Default Province of employment T4 TimeSaver will automatically use the default value for the Default Province of Employment that you entered on the New Company Defaults page in the Setup menu Enter a different province of employment if applicable Employer s El rate The Employer s El Rate is automatically set to 1 4000 You may make any changes required for this particular company by simply typing in the correct information Company category code The company category field is a user defined field that allows you to group the companies into 2011 ELM Computer Systems Inc Company Information 55 categories Enter a different company category name for each group of companies The category code can be used when Producing Reports s to distinguish between groups of payers whether by the partner handling the account the type of work the payer does or any other criteria you choose Web Access Code Enter the web access code supplied by CRA on the pre printed summary supplied to the company This data in this field is for information purposes only and is neither used by T4 TimeSaver nor forwarded to the CRA when submitting returns over the Internet PDF Output Folder Set the desire
43. Employee number Address line 2 Employment code B Province E CPP pensionable weeks 52 00 Status of sip 0 E original Postal code Country B Province of employment 10 PE Year 2010 nb Desie Entered Adjusted Employment income 14 0 00 Employee s CPP contributions 16 0 00 Employee s QPP contributions 17 0 00 Employee s El premiums 18 0 00 RPP contributions 20 0 00 Income tax deducted 22 0 00 El insurable eamings 24 0 00 ERRORS AND WARNINGS CPP QPP eamings 26 0 00 Last name must be entered Exempt 28 cPPaPP le PPIP Do not adjust cPPaPP E E PPIP H Union dues 44 0 00 Charitable donations 46 0 00 RPP or DPSP registration no 50 Pension adjustment 52 0 00 PPIP premiums 55 0 00 PPIP insurable eamings 56 0 00 Other Information Box 1 0 00 Box 4 B 0 00 Box 2 0 00 Box 5 000 Box 3 B 000 Box 6 B 0 00 Optional text to print at top of siip Sample Data Entry Screen T4 Slip Surname First name Initial Enter the recipient s surname first name and initial in the appropriate field Due to CRA requirements for electronic filing the surname field is limited to 20 characters and the first name field is limited to 12 characters Some forms such as the T5 and the RL3 will display different recipient name entry fields depending upon whether the recipient is an individual a corporation or otherwise Address line 1 Enter the first line of the recipient s address Due to CRA requirem
44. Import Templates Opens the included templates for data import Plus amp Enterprise Reset Quick Tips Restores pop up help settings to the default value of displaying pop up help where applicable Reset Report and XML Messages Resets all messages to their default display options all confirmation messages will again be displayed Technical Support Options Displays various ways by which T4 TimeSaver technical support 17 may be contacted Send Email to Technical Support Creates a new email to send to T4 TimeSaver technical support including Program version Username Authorization Code Program Installation Path and Current Database you must be connected to the Internet for the email to be sent Send Error Log to Technical Support Sends an error log to T4 TimeSaver technical support Check For Program Update Checks the T4 TimeSaver website www t4timesaver com if an update has been posted and prompts for download amp installation if one is found Internet Sites List a variety of product and tax related websites Diagnostics Displays the locations of data import output settings and system files About Displays current status of T4 TimeSaver including Program version and release date Authorization Code Program Installation Path and Current Database Toolbar File Edit View Company Forms Tools Setup Reports Windows Help Default Company zi gt it a 0000 Q Data Entry Sequence The Toolbar a
45. Inc 12 T4 TimeSaver User Guide and NT Terminal Server T4 TimeSaver will run in Terminal Server environments that support Windows applications but must be installed using the proper procedures for the environment Apple We have it on good authority from several clients that T4 TimeSaver will run on Mac computers in Windows installations under the Boot Camp environment We do not recommend running T4 TimeSaver on a Mac under Parallels as communication between T4 TimeSaver and external hardware devices may be adversely affected Novell Although we do not recommend it some of our clients use T4 TimeSaver on Novell networks Care must be taken to ensure proper path naming conventions as unexpected results and crashes may occur if file or folder names are longer than eight characters each Hardware Requirements Workstation Installation To use T4 TimeSaver in a stand alone environment you must have either e An IBM compatible computer meeting the recommended settings for any current version of Windows or e A Mac computer running a current version of Windows under Boot Camp Hardware Requirements Network Administrator Installation To use T4 TimeSaver as a client application maintained by a central server you must have e A central server or workstation acting as server for T4 TimeSaver running any current version of Windows and either e An IBM compatible computer meeting the recommended settings for any curre
46. Information Start Page 4 T4 Summary X BE T4 Summary of Remuneration Paid Fing Status Recalcuste Goto Sips Close Demo Company For year ending December 31 Total number of T4 slips filed active slips only 4 Employment income 4 00 Number of T4 slips includes active slips only Registered pension plan RPP contributions 20 000 Pension adjustment 52 0 00 Employees CPP contributions 16 0 00 Employer s CPP contributions z Employees El premiums 18 0 00 Employer s El premiums 19 0 00 Income tax deducted z2 Total deductions reported 16 27 18 19 2 s 00 Minus remittances 82 oo Difference 0 00 Overpayment 84 0 00 Balance due 86 0 00 Amount enclosed 0 00 SIN of the proprietor or principal owner 1 74 p i SIN of the proprietor or principal owner 2 75 Person to contact about this retum Certification 76 First name Last name Position or office 78 Area code phone Extension Date on summary Sample Data Entry Screen T4 Summary Remittances Enter the amount of money already remitted to CRA Amount Enclosed Enter the amount that will be enclosed with the submission Adjustment Status The T4 Summary will reflect the adjusted values as long as all of the employees for the company have been adjusted If howe
47. Introduction 13 stored on a local hard disk or network share The software and or its data files may also be installed on a network file server For optimal performance of T4 TimeSaver and other software ensure that you have sufficient space available on your hard disk for Windows to maintain paging file also known as a swap file or virtual memory Typically this file is 5096 larger than the amount of available RAM installed on your system For example if you have 2Gb of RAM installed the paging file will typically be 3Gb Speak with your IT people if you suspect that your paging file is improperly configured You should also ensure that sufficient space is available on the hard disk for your data as well as for any temporary files and print jobs created during normal system operation Do not store your data on floppy disks The current database structure can very easily exceed the capacity of a floppy and result in computer instability and data loss Printer and Other Output Slips and summaries are generated as PDF files which can be printed on any ink jet or laser printers recognized by Windows You may also file most types of returns on CD DVD or as an XML file submitted over the Internet significantly reducing your paper requirements and the labour involved in producing these returns For print jobs delivered to network printers managed by a server the server must have sufficient resources available to process the print jo
48. LTL EUR MOP MKD MGA MWK MYR MVR XOF EUR USD EUR MRO MUR EUR MXN USD MDL EUR MNT 2011 ELM Computer Systems Inc Appendices MONTENEGRO MONTSERRAT MOROCCO MOZAMBIQUE MYANMAR NAMIBIA NAURU NEPAL NETHERLANDS NETHERLANDS ANTILLES NEW CALEDONIA NEW ZEALAND NICARAGUA NIGER NIGERIA NIUE NORFOLK ISLAND Euro East Caribbean Dollar Moroccan Dirham Metical Kyat Rand Australian Dollar Nepalese Rupee Euro Netherlands Antillian Guilder CFP Franc New Zealand Dollar Cordoba Oro CFA Franc BCEAO Naira New Zealand Dollar Australian Dollar NORTHERN MARIANA ISLANDS US Dollar NORWAY OMAN PAKISTAN PALAU PANAMA PAPUA NEW GUINEA PARAGUAY PERU PHILIPPINES PITCAIRN POLAND PORTUGAL PUERTO RICO QATAR R UNION ROMANIA RUSSIAN FEDERATION RWANDA SAINT BARTH LEMY SAINT HELENA ASCENSION AND TRISTAN DA CUNHA SAINT KITTS AND NEVIS SAINT LUCIA SAINT MARTIN SAINT PIERRE AND MIQUELON SAINT VINCENT AND THE GRENADINES SAMOA SAN MARINO SAO TOME AND PRINCIPE SAUDI ARABIA SENEGAL SERBIA Norwegian Krone Rial Omani Pakistan Rupee US Dollar Balboa Kina Guarani Nuevo Sol Philippine Peso New Zealand Dollar Zloty Euro US Dollar Qatari Rial Euro New Leu Russian Ruble Rwanda Franc Euro Saint Helena Pound East Caribbean Dollar East Caribbean Dollar Euro Euro East Caribbean Dollar Tala Euro Dobra Saudi Riyal CFA Franc BCEAO
49. T1204 Show only the first 20 critical eror messages T5007 Show XML schema messages T5018 Warnings report Close V Show validation wamings report Show only the first 20 waming messages Companies Select one of the options from the drop down list All Companies print the slips for all companies in the current database Current Company print the slips for only the current company Most Recently Used print the slips for companies most recently included in any report Selected print the slips for selected companies The companies that match the selection you have made will be listed in the box on the left If you chose Selected click on the box beside each company you wish to select to put a check mark in the box and to have the company name appear on the list on the right Note With T4 TimeSaver Basic you may only select one Company at a time to file electronically Submissions of multiple companies are enabled only with T4 TimeSaver Plus and T4 TimeSaver Enterprise Return types One type of return will be automatically marked when you open the Electronic Filing dialog box You can include other types of returns by clicking on the checkbox beside the return type name Note With T4 TimeSaver Basic you may only select one Return Type at a time to file electronically Submissions of multiple return types are enabled only with T4 TimeSaver Plus and T4 TimeSaver Enterprise Filing Options 2011 ELM Computer Systems I
50. T4 TimeSaver Plus amp Enterprise Only Cell A1 must contain T4 RL 1 data is imported with T4 data see bottom of table for RL 1 specific fields Heading LASTNAME FIRSTNAME INITIAL ADDRESS1 ADDRESS2 CITY PROV POSTAL COUNTRY SIN PROVEMP EMPNUM EMPCODE CPPWEEKS SLIPSTATUS TAXYEAR INCOME CPP QPP E RPP TAX EIEARN CPPEARN CPPEXEMPT Description Employee last name Employee first name Employee middle initial Address line 1 Address line 2 City Province code Postal code including space Country code Social insurance number box 12 Province of employment box 10 Employee number reference number Employment code box 29 Weeks eligible for CPP Status of slip Taxation year Employment income box 14 CPP contributions box 16 QPP contributions box 17 B El premiums box 18 C Reg Pension plan contr box 20 Federal income tax deducted box 22 El insurable earnings box 24 CPP pensionable earnings box 26 CPP exempt box 28 Type Comments max size Examples amp Defaults Text 30 Required field Text 12 Text 1 Text 30 Text 30 Text 28 Text 2 Text 10 Text 3 Text 9 Text 2 Text 20 Text 2 Numeric 4 52 00 52 5 etc Text 1 O Original A Amended or C Cancelled Integer 4 2010 Currency Currency Currency Currency Currency Currency Currency Currency Yes No 2011 ELM Computer Systems Inc 166
51. Text 3 CAN USA etc Integer 4 2010 Currency Currency Currency Text 9 Text 15 Text 1 R Original A Amended or D Cancelled Text 15 Text 255 Yes No Yes Text 30 2011 ELM Computer Systems Inc 196 T4 TimeSaver User Guide 13 4 8 5 Headings for RL 15 T4 TimeSaver Plus amp Enterprise Only Cell A1 must contain R15 NOTE The following boxes cannot be imported but are entered on the RL 15 Totals page of the TP 600 V form Box 14 Box 38 Box 39 Box 42 Box 70 Box 72 Box 73 Box 75 and Box 76 Heading LASTNAME FIRSTNAME APARTMENT STREETNO STREET CITY PROV POSTAL COUNTRY PARNTERID REPORTCODE PARTNERSSHARE UNITSOWNED MEMBERCODE RECTYPE CAPITALSTART CAPITALCONTRIBUTED OTHERADJUSTMENTS INCOMEALLOCATED DRAWINGS BOX1 Description Family name or business name First name or line two of business name Apartment number Street number Street name City Province code Postal code including space Country code Partnerships identification number Status of slip Partner s share 96 of income loss box 36 Number of partnership units owned box 37 Partner code box 40 Taxpayer code box 41 Balance at start of fiscal period Capital contributions during fiscal period Other adjustments Income loss allocated during fiscal period Drawings Net Canadian amp foreign bus income loss Type Comments Examples max size am
52. Text 30 Required field FIRSTNAME Recipient first name Text 12 INITIAL Recipient middle initial Text 1 ADDRESS1 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 SIN Candian social insurance number box 12 Text 15 SLIPSTATUS Status of slip Text 1 O Original A Amended or C Cancelled YEAR Year Integer 4 2010 WCBENEFITS Workers compensation benefits box 10 Currency SOCIALASSISTANCE Social assistance payments or provincial or Currency territorial supplements box 11 MANITOBAFRACTION Manitoba credit fraction Integer Percentage 50 50 TEXTATTOP Optional text to print at top of slip Text 15 EMAILADDRESS Recipient email address Text 255 T4 TimeSaver Enterprise only OKTOEMAILSLIP Permission granted to email slip Yes No Yes T4 TimeSaver Enterprise only COMPANY NAME1 Name of company associated with the slip Text 30 T4 TimeSaver Enterprise only 2011 ELM Computer Systems Inc 186 T4 TimeSaver User Guide 13 4 2 16 Headings for T5013 T4 TimeSaver Plus amp Enterprise Only Cell A1 must contain T5013 Heading Description Type max Comments size Examples amp Defaults Main page fields NAME 1 Recipient name line 1 Text 50 Required field NAME2 Recipient name line 2 Text 12 ADDRESS1 Address line 1 Text 30 ADDRESS2 Address line 2 Text 30 CITY
53. a significant number of clients it may be in your best interest to upgrade to the T4 TimeSaver Plus or T4 TimeSaver Enterprise Making a Payment 2011 ELM Computer Systems Inc Electronic Filing 109 10 3 10 3 1 If you must make a payment with your submission you can visit CRA s My Payment website if your financial institution is supported you can setup your payment options as necessary Instructions for MRQ Returns The following instructions are provided here for convenient reference For complete details see the Revenu Qu bec website 1 Electronic filing submissions may be made by Internet or on a media such as a CD or DVD CD or DVD submissions may not contain more than 50 slips A complete electronic filing submission contains the transmitter identification as well as the slip and summary information for each return No paper forms are required with the submission 2 Anyone making an electronic filing submission must have a Transmitter Number If you do not have a Transmitter Number contact the CRA at 1 800 665 5164 to be assigned one 3 Returns for employers filing over 500 returns are required by Revenu Qu bec to be filed electronically It may be sent either via the Internet or on a CD or DVD however Internet submissions may not exceed 150Mb If the transmission exceeds 150Mb contact the Division de l acquisition des donn es lectroniques 866 814 8392 for information on how to proceed 4 An
54. box 2 Province Country Generic box 2 Box number Generic box 2 Amount Generic box 3 Province Country Generic box 3 Box number Generic box 3 Amount Generic box 4 Province Country Generic box 4 Box number Generic box 4 Amount 2 Canadian and foreign net business income loss Boxes 35 34 NETBUSINESS NETPROFESSIONAL NETFARMING NETFISHING NETOTHER GROSSTOTALINCOME Business income box 35 Professional income box 37 Farming income box 41 Fishing income box 43 Other income box 30 Total gross income box 34 Text 6 Currency Text 3 Text 6 Currency Text 3 Text 6 Currency Text 3 Text 6 Currency Currency Currency Currency Currency Currency Currency 3 Canadian and foreign investments and carrying charges Boxes 26 59 NETRENTAL DIVIDENDS TAXABLE CREDIT DIVIDENDS E TAXABLE E CREDIT E INTEREST FRMDIVIDENDS BUSINVESTLOSS CARRYINGCHARGES CO1TEXT1 CO1TEXT2 CO1AMOUNT CO2TEXT1 CO2TEXT2 CO2AMOUNT CO3TEXT1 Net rental income box 26 Actual non eligible div box 51 Taxable amount of non eligible dividends box 51 1 Non eligible dividend tax credit box 51 2 Actual eligible div box 52 Taxable am t eligible div box 52 1 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 box 1 Province Cou
55. box 2 Amount 5 Tax shelter information Boxes 150 UNITSACQUIRED Number of units box 150 COSTPERUNIT Costs per unit box 151 LIMITEDRECOURSEAMOUNTS ATRISKADJUSTMENTS OTHERINDIRECTREDUCTIONS Limited recourse am ts box 153 At risk adjustments box 154 Other indirect reduct box 155 GO1TEXT1 Generic box 1 Province Country GO1TEXT2 Generic box 1 Box number G01AMOUNT Generic 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 is two numerals 01 to 25 X TEXT1 Generic box 1 Province Country X TEXT2 Generic box 2 Box number X AMOUNT Generic box 1 Amount Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Text 3 Text 6 Currency Text 3 Text 6 Currency Currency Currency Currency Currency Currency Text 3 Text 6 Currency Currency Currency Currency Text 3 Text 6 Currency 2011 ELM Computer Systems Inc Appendices 189 7 Other amounts and information Generic large boxes where is two numerals 01 to 10 E TEXT2 E TEXT3 Generic box 2 Box number Generic box 3 Text Additional Headings for T5015 fields CAPITALSTART CAPITALCONTRIBUTED OTHERADJUSTMENTS INCOMEALLOCATED DRAWINGS CAPITALEND RECTYPE EMAILAD
56. can only continue if all Critical Errors have been repaired WE Start Electronic Filing F Validation Report Wamings Next View wamings then click Next to proceed Electronic Filing Validation Warnings Database C Users Peter Rhebergen Documents T4 TimeSaver NET 2009 Data Demo T09N Printed 2 22 2010 at 10 52 AM Returns T4 Companies DEMO The following items are wamings only and need not be corrected in order to file the selected data However while the data in your selection does technically pass CRA s validation requirements for filing electronically items in this list may indicate other types of errors in the data Click here for more information Company information for DEMO Address is missing Postal code is missing End of report Validation Report Warning Errors Pressing the Next button in the upper right of the Validation Report available only if no Critical Errors have been found will create the XML file Once the XML file has been successfully created the Internet Filing dialogue will be displayed 2011 ELM Computer Systems Inc Electronic Filing 103 221 Start Page JWS Electronic Filing Your XML file is ready for submission However you must go to the CRA Internet filing page and follow the instructions there to submit the XML file The upload is NOT automatic and T4 TimeSaver does NOT i
57. cells contain data in the wrong format There are typically two causes for this error 1 The data is actually invalid Review the data at the location indicated by the import for errors and correct as necessary 2 The Excel sheet being imported contains empty cells To determine whether or not this is the case do the following Open the Excel sheet e Select cell A1 e Press CTRL END e f the cursor goes to any cell other than the final data cell there are empty row or columns that will be imported This can be resolved simply by selecting only the cells containing data copying them into a new Excel sheet and importing from the new sheet 11 When I run TANETNODE EXE l get a 2869 error This generally occurs on newer versions of Windows such as Vista and 7 and is a result of the enhanced security features of these versions To bypass these security restrictions you must 1 Right Click on the TANETNODE EXE file 2 Select Run as Administrator from the pop out menu 3 Proceed with the installation as usual 12 When install or update T4 TimeSaver get a 2229 error This error message appears when the installation file is corrupt and is usually the result of an incomplete download being stored in your Internet browser s cache You can bypass this by downloading the T4 TimeSaver installation file from the alternate download link on our downloads page 13 When install or update T4 TimeSaver get a 2755 error This er
58. did not purchase the Update Mailout Service you can download the updates from our website T4 TimeSaver at no cost Because of its size downloading an update is not recommended for those with dial up Internet connections The Downloads section of the T4 TimeSaver website will give details about all updates to the current release of T4 TimeSaver as well as final releases for all versions of T4 TimeSaver from 1997 onward Versions of T4 TimeSaver prior to 1997 are no longer available Starting the Program A T4 TimeSaver icon like the one below will be automatically created on your desktop Additionally a program group named T4 TimeSaver will be added to the Start menu and will contain entries for the T4 TimeSaver 2010 program and its documentation T T4 TimeSaver 2010 Double clicking on the T4 TimeSaver icon will start the T4 TimeSaver program The Start Page will be displayed when T4 TimeSaver begins The Start Page provides immediate access to some basic functionality of T4 TimeSaver Specifically you will be able to create open a database check for program updates view basic version information and visit the T4 TimeSaver website www t4timesaver com 2011 ELM Computer Systems Inc 26 T4 TimeSaver User Guide 2 4 File Edit View Company Forms Tools Setup Windows Help Z Start Page Getting Started There is no current database Create a new database Open an existing databa
59. display two serial numbers e The top serial number is associated with the magnetic media submission and is assigned when you process the XML output not when the slips are printed Setting the starting serial number does not assign the numbers to the slips e The bottom serial number is associated with the paper copy and is assigned when the forms are printed The procedure to ensure that both serial number print correctly on any paper Relev slips would be to Enter the slips into T4 TimeSaver Check for errors in data entry Process the electronic filing submission file This assigns the top serial number Print the slips this will assign the bottom serial number Since the XML processing was done first both serial numbers will print Printing Summary Reports 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 the report from the list of available reports A dialog box will open which will allow you to select which Summary forms you wish to print and the number of copies you wish to print 2011 ELM Computer Systems Inc 92 T4 TimeSaver User Guide UE Start Page 8S Print T4 Summaries ies Sked Clear All Sample Company Sample Company Current Company a User Defined Groups Save As Exception Filing Status 1 selected Display and process in selection sequence Slips Included
60. in the product packaging when shipment has been requested In all cases please store your authorization code in a safe location as it applies to the 2010 T4 TimeSaver and all of its updates Once you have entered your authorization code you can then click on the OK button on the registration screen to begin using T4 TimeSaver 2011 ELM Computer Systems Inc Getting Started 27 ud Registering T4 TimeSaver SI gt To register this program enter the unique authorization code issued to you by ELM Computer Systems Until the program is registered all printed forms will be marked VOID and some features will be unavailable Enter your 9 character authorization code and click Start To run T4 TimeSaver for evaluation purposes enter blank in this box o sm K 4 You may enter data into T4 TimeSaver without registering the program by clicking on the OK button without entering an authorization code You will not be able to produce a return import data or perform other advanced options until an authorization code has been entered The registration screen will be displayed each time you start the program until registration has been completed T4 TimeSaver is copyright c 1987 2010 by ELM Computer Systems Inc Please refer to the License Agreement 8 for full details of the agreement between ELM Computer Systems Inc and the purchaser users of the package 2 5 User Name
61. insufficient tax to cover the difference If this option is selected it will adjust CPP QPP EI and PPIP 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 EI and PPIP 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 PPIP and the increase in the employee s contribution which was not offset by tax The employer will have to 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 Enter the maximum amount by which tax may be reduced If item the above option was selected you may enter the maximum amount by which tax may be 2011 ELM Computer Systems Inc Company Information 59 4 1 2 6 4 2 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 Lock Disable Ajdustments Plus amp Enterprise Only T4 TimeSaver Plus amp Enterprise Only Plus and Enterprise versions of T4 TimeSaver have two additional adjustment options Lock adjustment options for the current company When selected this option locks the adjustment options for the current company If adjustment options have been locked they will not be chang
62. on the various fields 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 Confirm Delete FN Do you want to delete the company noted below Note that all tax slip information associated with this company will be permanently erased XYZ Advertising To delete this company enter DELETE in the space below and click Delete mes Came 2011 ELM Computer Systems Inc Company Information 61 45 4 Adjust Unadjust T4 amp RL 1 Slips This option opens the Print Adjustment Report window The menu allows you perform the functions associated with adjusting T4 and RL 1 slips for a company ud Start Page JUS Print Adjustment Report X Companies S_ NN NN Select Clear All y Demo Company Current Company User Defined Groups Save Exception Filing Status 1 selected Display and process in selection sequence Options Preview Print Detail Summary Detail report m Adjust Slips Sort slips by Name gt Undo Adjustments Refresh Data Companies Choose which company ies to adjust by selecting All Companies Current Company Most Recently Used Selected Companies or a user defined group na
63. particular company is locked by a user when that user is not in fact accessing the company This would occur if T4 TimeSaver was not exited correctly You will be asked to confirm the unlock 2011 ELM Computer Systems Inc 2010 TIMESAVER art V 64 T4 TimeSaver User Guide 5 Entering Slips Choose the type of information slip for wish to enter data by selecting it from the Forms menu The following sections describe the various functions used while entering and manipulating slips T4 TimeSaver can be used to prepare returns for the following information slips Canada Revenue Agency NR4 T1204 T4 T4PS TARIF TARSP T4A T4ANR T4AP T4ARCA T5 T5007 T5013 T5018 T2200 amp T2202A e Revenu Qu bec RL 1 RL 2 RL 3 RL 8 RL 15 RL 16 RL 17 amp RL 25 The slips available in each T4 TimeSaver version are as follows e T4 TimeSaver Lite T4 T4A T5 RL 1 amp RL 3 4 TimeSaver Basic NR4 T1204 T4 T4PS TARIF TARSP T4A T4ANR T4AP T5 T5007 T5013 T2200 T2202A RL 1 RL 2 RL 3 RL 8 RL 17 amp RL 25 TimeSaver Plus T1204 T4 TAPS TARIF TARSP T4AP T4ARCA T5 T5007 T5013 T5018 T2200 T2202A RL 1 RL 2 RL 3 RL 8 RL 15 RL 17 amp RL 25 e T4 TimeSaver Enterprise NR4 T1204 T3 T4 T4PS T4RIF T4RSP T4A T4ANR T4AP T4ARCA T5 T5007 T5013 T5018 T2200 T2202A RL 1 RL 2 RL 3 RL 8 RL
64. performance 2 Start Page 52 Configure Database Configure Database lets you select the return types to be included in the current database Selecting only the returns you need will speed up processing in certain parts of the program You may return to reconfigure this database at any time Select Returns for Current Database Select by Category Available Selected for Database CRA returns Gea s MRQ returns Select Gema y T4 T4 FI TAA T4A Only returns with slips entered Select Al T4ANR V T4ANR s T4ARCA The following returns are automatically selected T4ARCA TAPS T4 T4A T5 RL 1 and RL 3 5 TARIF TARIF Mor Skip backup not T4RSP T1204 recommended y 15 12200 acd T1204 T2202A Configure Database V T2200 T5007 T2202A T5013 EEE v T5007 T5018 G yj T5013 RI 1 R2 T5018 R3 R1 8 v R2 R15 y R17 R8 R25 R15 R16 y R17 7 R25 To select and or deselect any return simply check or uncheck the appropriate box You can also select and or deselect return types by category for both the CRA and the Revenu Qu bec or select all return types for which slips have been entered Click the Configure Database button to apply your selection 3 6 Backup and Restore a Database The Backup and Restore function allows you to make backups of your database for archiving security or as a
65. precaution prior to installing T4 TimeSaver updates The Backup Dialogue 2011 ELM Computer Systems Inc 50 T4 TimeSaver User Guide Please select a folder and a file name forthe backup 5 5 2 amma T4 TimeSaver 7 RER File Name Sample 2009 09 17 040241 ZIP Was compression Slower E Password Confirm password The following database will be backed up FAUsersPETERNTAN Data Sample TO9N Cance Folder Enter the name of the folder where you wish to save the backup file This folder can be on any storage media accessible to the computer running T4 TimeSaver including external and removable storage devices File Name Enter the name you wish to use for the backup file This name does not need to have any association with the name of your database or company it is simply a name that will allow you to quickly sort through backup files and pick the appropriate file to restore see below We do recommend including the date in the file name so it will be easier to select a backup file from a specific point in time when performing a restore The combination of your selected folder and file name is displayed in the lower left corner of the backup dialogue Password Confirm Password You may optionally secure the backup file by creating a password Enter the password if desired in the Password fi
66. process in selection sequence Slips Select Clear At gt Include inactive nil sips Sort slips by wm 0 of selected Copy and Printer Selection Quick Print Copy 1 Paper Type Plain paper Letter 2 page L Preview Print Copy 2 3 Printer Bullzip PDF Printer Lreviow UNE Copy 4 Paper Source n O Adjust Margins Options PDF File Options prune Group output Copy number Save Pdf files Md Output Folder Print test pattem Advanced P rinting between Separate Pdf file for each recipient Copy 2 3 More Close Note T4 slips will report the unadjusted values for each slip unless all slips have been adjusted A warning will be given if some slips are adjusted while others are not Companies Select one of the options from the drop down list All Companies print the slips for all companies in the current database Current Company print the slips for only the current company Most Recently Used print the slips for companies most recently included in any report Selected print the slips for selected companies The companies that match the selection you have made will be listed in the box on the left If you chose Selected click on the box beside each company you wish to select to put a check mark in the box and to have the company name appear on the list on the right Slips Select one of the options from the drop down
67. returns Electronic amp Internet filing in XML format CRA Revenu Qu bec approved Print facsimile returns on plain paper CRA amp Revenu Qu bec eorr eR E Ren uer Print returns on CRA amp Revenu su on Qu bec me forms On screen preview of all On screen preview of all reports Save reports in CSV HTML PDF RTF XLS text or ares tow depsy o unite format Simultaneous live Simultaneous live display of multiple forms of multiple forms Batch return printing wa m Batch Internet amp CD DVD filing Import CSV Excel amp XML data and 3rd party Muar via XML Multi user access to database 00 user access to database System event viewer Enhanced data import Gw Enhanced company filing status s 1 T4 TimeSaver Online requires Internet access T4 TimeSaver for Windows requires a current version of Windows Features may change without notice 2 Additional returns are 9 95 each Businesses with up to 10 employees may use T4 TimeSaver Online for FREE 3 Data created with T4 TimeSaver Online or T4 TimeSaver Lite will carry forward only to subsequent versions of the same product If necessary ELM Computer systems can transfer data from either product to one of the Windows versions for a reasonable fee 4 Data created with T4 TimeSaver Basic T4 TimeSaver Plus or T4 TimeSaver Enterprise is accessible
68. slip of the current type to the current return Delete Slip CTRL D Deletes the currently open slip Select Slip from List CTRL S Displays a list of all slips of the current type from which one may be selected for display List Valid Options F2 Lists valid inputs for fields flagged with the D icon Override Calculated Field F4 Allows entering custom data into a calculated field Revert Removes changes made to slip after most recent save First Slip CTRL PgUp Displays first slip in current sort order Previous Slip PgUp Displays previous slip in current sort order Next Slip PgDn Displays next slip in current sort order Last Slip CTRL PgDn Displays last slip in current sort order Insert Company Address Shift F6 Pastes the address of the current company into the displayed information slip Copy Employee Information F7 Copies employee name and address data from the displayed information slip Paste Employee Information Shift F7 Pastes employee name and address data into the displayed information slip Some menu items lead to options that are not available in all versions of T4 TimeSaver These menu items may appear in the menus and if selected will inform the user that the chosen option is available only in a higher version 2 6 3 View Menu View Menu View Company Forms Tools Status Bar Slip Editing ToolBar Company Selection ToolBar Start Page RE 2011 ELM Computer System
69. slips are required by CRA to be file their submission over the Internet Internet submissions may not exceed 150Mb if your submissions is larger than 150Mb it 2011 ELM Computer Systems Inc Electronic Filing 105 10 2 1 must either be compressed or split into separate submissions to fall below the 150Mb limit The CRA encourages all employers who use computerized methods to generate returns to submit them to the CRA electronically 4 An electronic filing submission may contain only one CD or DVD It may contain more than one type of return and it may contain returns for more than one company T4 TimeSaver Plus and Enterprise Only CD or DVD submissions cannot contain more than 50 slips If you have multiple submissions each submission must be submitted in a separate envelope Multiple envelopes may be taped together for simplified mailing Submissions should be sent to Electronic Media Processing Unit Ottawa Technology Centre Canada Revenue Agency 875 Heron Road Ottawa ON K1A 1A2 Telephone 1 800 665 5164 5 Do not send CRA paper copies of any returns that have been filed electronically 6 If corrections need to be made to a submission that has already been sent to CRA create an electronic filing submission of the amended and or canceled returns and submit it to the Electronic Media Processing Unit Do not send any original returns in the same submission as amended returns Internet Filing to CRA T4
70. that have been made to T4 and RL 1 slips Once complete all adjusted values will have been returned to their original values e Reverse the adjustment on an individual adjusted T4 by clicking the Unadjust button on the T4 data entry form The adjusted CPP QPP EI and tax values will be hidden e The adjustments on all of the slips for the company can be reversed by selecting Adjust Unadjust T4 Slips from the Company menu and clicking the Undo adjustments button 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 the Adjustment Options page You can make changes to any of the options and also enter the S I N number of the employee to receive the transfer of over remittance of if you choose Use the T4 Adjustment Defaults 126 page in the Setup 351 menu if you want to set default adjustment options for all new companies These value CHM HTML PDF value CHM HTML PDF value CHM HTML PDF global default adjustment options will then be applied to each company added to the T4 TimeSaver database Changes to the adjustment options for existing companies can be made by using Adjustment Options option of the Global Changes 115 sub menu of the Tools 321 menu 2011 ELM Computer Systems Inc Part VII NYC 2010 1 TIMESAVER 76 T4 TimeSaver User Guide 7 Entering Summary Form
71. the installation package save it to a location you can remember for the next step 2 Close all open applications to avoid possible conflicts with the installation program If you close any security applications prior to installation please remember to restart them once T4 TimeSaver has been installed 3 Start the Windows Run dialogue a Click on the Windows Start button usually in the lower left corner of your display b Start the Windows Run dialogue by one of the following i Select Run from the Start Menu ii Hold down the Windows key left of the space bar with the Windows flag logo at the same time as the letter R c Type location t4netsetup where location designates the folder where you saved the downloaded installation package in the Run dialogue d Click OK to begin installing T4 TimeSaver Continuing the installation When the setup program begins follow the directions as they appear on your display Unless you have special installation requirements or are installing to a network location you can generally accept the default settings Pe TA TimeSaver Net 2009 cams Welcome to the T4 TimeSaver Net 2009 Setup T Wizard A my E7 The installer will guide you through the steps required to install T4 TimeSaver Net 2009 on your computer WARNING This computer program is protected by copyright law and international treaties Copyright 2008 ELM Computer Systems Inc 2011 ELM Com
72. to ALL Windows versions b T4 TimeSaver Online will electronically file T4 returns only 6 T3 Slip amp Summary and RL 16 Slip will be included initially and additional T3 amp RL 16 forms will be included as the season progresses 2011 ELM Computer Systems Inc 16 T4 TimeSaver User Guide 1 2 About ELM Computer Systems Inc ELM Computer Systems Inc was established in 1978 to provide comprehensive Information Technology services to small amp medium businesses in the Greater Toronto Area Although concentrating on the GTA ELM provides reliable remote support and management solutions to businesses anywhere in Canada Our clients include members of the accounting health legal and transportation industries as well as many others Over the years and through continual training we have acquired expertise in all aspects of Windows based computing amp networking and custom software design on systems from handheld to desktop computers Because our staff has an average of over 20 years experience we are also often called upon to support older technologies such as Novell and other obsolete software Please visit our website to learn more about ELM Computer Systems www elmcomputers com Here is a sample of the resources available from ELM Computer Systems e Onsite and remote support amp maintenance of stand alone computers or entire networks e Consulting services e Custom software o T4 TimeSaver The softw
73. to run TANETNODE EXE from the installation folder on the network to copy the files needed to run T4 TimeSaver onto the workstation This is the best option to choose if many people will be using T4 TimeSaver on computers connected by a network Important Note for Network Administrator Installation To prevent User Account Control UAC a security feature of Windows Vista and Windows 7 from preventing the TANETNODE EXE installation you must follow these steps 1 Right click on TANETNODE EXE do not double left click 2 From the menu choose the option to Run as administrator 2 Click on Yes if a UAC prompt is displayed 3 TANETNODE installation will begin 2011 ELM Computer Systems Inc Getting Started 23 TA TimeSaver Net 2009 Select Installation Folder f EM oo T The installer will install T4 TimeSaver Net 2009 to the following folder To install in this folder click Next To install to a different folder enter it below or click Browse Eolder C Program Files Elm Computer Systems T 4 TimeS aver Net 20095 Browse Disk Cost Install T4 TimeSaver Net 2009 for yourself orfor anyone who uses this computer Everyone Just me Select Installation Folder Enter the destination folder in the Folder field this is the folder that the T4 TimeSaver executable will be installed it should be located on a hard drive that is always available to the workstation
74. you are in this field the acceptable options are 1 You will be transmitting an electronic file to the MRQ on behalf of yourself 2 You will be transmitting an electronic file to the MRQ on behalf of other filers this is the default value 3 You will be transmitting an electronic file to the MRQ on behalf of yourself and on behalf of other filers Identification File Enter the identification number given to you by the MRQ This number is in the format nnnnnnnnnRSnnnn where n represents a numeric character NEQ Enter the NEQ number issued to you by the MRQ Source of Slips Enter the appropriate code identifying the source of the slip data included in the submission to the MRQ Valid codes are A RL slips were obtained from Revenu Qu bec B RL slips are facsimiles obtained from a third party this is the default value C RL slips are facsimiles produced by the transmitter D RL slips are any combi9nation of types A B or C 2011 ELM Computer Systems Inc 130 T4 TimeSaver User Guide 12 1 5 Options 12 2 This feature allows you to personalize your display Start Page ve User Settings User Settings mra 1 New Company Defaults 2 Adjustment Options 3 Data Entry 4 Electronic Filing 5 Options m Toolbar Icon Size A Colours 2 Small 16x16 24x 24 Medium 24 x 2 B 000 Large 32x 32 Very Large 48x48 Changes to icon
75. 04 105 106 Schedule 6 Section R Summary Line 70 Schedule 6 Section S gt Summary Line 70 2 Schedule 6 Schedule 6 Section T Summary Line 70 3 Schedule 6 Section U Summary Line 70 4 Schedule 6 Section V Summary Line 70 17 Schedule 8 Total Column 10 Schedule 1 Line 107 Schedule 8 Schedule 8 Total Column 11 Schedule 1 Line 404 Schedule 8 Total Column 12 Schedule 1 Line 403 Schedule 8 Total Column 12 Summary Line 85 Schedule 10 Section 4 Schedule 6 Section Q Schedule 10 Section C Line 12 Schedule 6 Section V Schedule 10 Schedule 10 Section B Line 11 Schedule 1 Line108 Schedule 10 Section B Line 17 Schedule 1 Line153 Schedule 10 Section A9 3 Schedule 1 LineA405 2011 ELM Computer Systems Inc Partnership Forms Plus amp Enterprise Versions Only 83 Schedule 12 Section D Line 1 Schedule 1 Line 232 Schedule 12 Section A Line 9 Summary Line 90 Schedule 12 Section A Line 10 Summary Line 96 Schedule 12 Section B Line 8 Summary Line 91 Schedule 12 Section B Line 9 Summary Line 97 Schedule 12 Section C Line 9 gt Summary Line 92 Schedule 12 Section C Line 10 Summary Line 98 Schedule 12 Section D Line 1 Summary Line 93 Schedule 12 Section E Line 1 Summary Line 94 Schedule 12 Section F Line 1 Summary Line 95 Schedule 52 Summary Boxes 120 121 124 125 130 128 129 141 143 144 145
76. 09 T4 TimeSaver Lite program and use the FILE LOCATIONS option of the SETUP menu 2011 ELM Computer Systems Inc Working with Databases 47 3 2 Creating a Database T4 TimeSaver Basic Plus amp Enterprise Only 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 Note The Lite version of T4 TimeSaver is restricted to a single database with a maximum of 5 companies To create a database select New database from the File menu TL Create New T4 TimeSaver Database lt Users PETER TAN Data s Search 2 L Organize fs Views fi New Folder Name Date modified Type Size Documents F4 Sample TO9N Archives n Clients Computer j ELM Documents h Library Music My Web Sites More Folders File name Save as type T4 TimeSaver Files TO9N gt lt Hide Folders Save Cancel 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 is normally stored on a network drive so that it can be accessed by other users Next you will need to give the database a name Enter a valid Windows filenam
77. 1 Q5TYPE1 Q5AMT2 Q5TYPE2 Q6YES Q6NO Q6AMTPROOF Q6AMTCHARGED Q6AMTONT4 Q6TYPEPROOF Q6TYPECHARGED Q6TYPEONT4 Q6PROOFYES Q6PROOFNO Q6CHARGEDYES Description Question 5 Vehicle allowance Yes Question 5 Vehicle allowance No Question 5 Fixed allowance amount Question 5 Per km rate Question 5 km amount received Question 5 Amount reported on T4 Question 5 Company vehicle Yes Question 5 Company vehicle No Question 5 Expense Yes Question 5 Expense No Question 5 Expense Amount Line 1 Question 5 Expense Type Line 1 Question 5 Expense Amount Line 2 Question 5 Expense Type Line 2 Question 5 Expense Amount Line 3 Question 5 Expense Type Line 3 Question 6 Repayment received Yes Question 6 Repayment received No Question 6 Received on proof of payment Question 6 Amount charged to employer Question 6 Amount reported on T4 Question 6 Expense type Proof Question 6 Expense type Charged Question 6 Expense type Reported on T4 Question 6 Expense Proof T4 Yes Question 6 Expense Proof T4 No Question 6 Expense Charged T4 Yes Type max Comments size Examples amp Defaults Yes No Yes checkmarks box No will not Yes No Yes checkmarks box No will not Currency Currency Currency Currency Yes No Yes checkmarks box No will not Yes No Yes checkmarks box No will n
78. 11 ELM Computer Systems Inc 36 T4 TimeSaver User Guide 2 6 8 Reports Menu Reports Menu Reports Windows Help Developer Reports Windows Help Developer Reports Windows Help Developer Reports Windows Help Developer T4 NR4 NR4 4 NR4 T4A T4 gt T4 L T3 Information Return 4 T5 T4A T4A T4 RL 1 T4A NR T4A NR 4 4 RL 3 TAA P gt T4A P gt T4A NR gt T4A RCA gt T4A RCA 4 T4A P E Filing History Report T4PS 5 4 T4A RCA Validate Data Before Filing Federal Ten TARF aed Validate Data Before Filing Quebec T4RSP gt T4RSP 4 T4RIF Company Summary T5 T5 TARSP Company Statistics T1204 gt T1204 gt T5 gt More 72200 T2200 T1204 T2202A T2202A 4 72200 4 Reports Menu Lite FL a t T5018 T5018 T5007 RL gt RL Du RL 2 2 RL 1 3 RL 3 4 RL 2 RL 8 RL 8 RL 3 RL 17 RL 17 RL 8 RL 25 RL 25 RL 17 E Filing History Report Partnership Federal gt RL 25 Validate Data Before Filing Federal Partnership Quebec L Partnership Federal Validate Data Before Filing Quebec E Filing History Report Partnership Quebec Company Summary Validate Data Before Filing Federal E Filing History Report Company Statistics Validate Data Before Filing Quebec Validate Data Before Filing Federal UG Company Summary Validate Data Before Filing Quebec Company Statistics E mail Recipi
79. 15 RL 16 RL 17 amp RL 25 5 1 Add Slips Use the Add Slips function to create a new information slip of the type currently being viewed for the active company New slips can be added by one of the following methods e click on the Add Slip icon in the icon toolbar e select Add Slip from the Edit menu e press Ctrl A e press PgDn In each of the above cases a blank data entry form will appear After entering data in any field pressing either the Enter or the Tab key will position the cursor at the next field The cursor only stops at the fields that have been checked off on the corresponding Data Entry 127 tab of the Setup menu available for T4 T5 RL 1 amp RL 3 slips only A warning will be provided if the entered data is invalid 5 2 Delete Slips Use the Delete Slips function to delete the information slip currently being viewed Slips can be deleted by one of the following methods e click on the Delete Slip icon in the icon toolbar select Delete Slip from the Edit menu e press Ctrl D After confirming this action the slip currently displayed will be deleted The information slip data entry screen will be closed if you delete the last remaining slip for the active company 2011 ELM Computer Systems Inc Entering Slips 65 5 3 5 4 5 5 5 5 1 Sorting Slips During data entry or review of slip information you can modify the sequence of the slips by selecting the desired fie
80. 17 amp RL 25 e 4 TimeSaver Plus T1204 T4 TAPS TARIF TARSP T4AP TA4ARCA T5 T5007 T5013 T5018 T2200 T2202A RL 1 RL 2 RL 3 RL 8 RL 15 RL 17 amp RL 25 e T4 TimeSaver Enterprise NR4 T1204 T3 T4 TAPS TARIF TARSP T4A T4ANR T4AP T4ARCA T5 T5007 T5013 T5018 T2200 T2202A RL 1 RL 2 RL 3 RL 8 RL 15 RL 16 RL 17 amp RL 25 For more than 20 years suggestions and requests from our clients have helped us continually improve T4 TimeSaver THANK YOU No matter how long you ve been using T4 TimeSaver please let us know if you have an idea that might improve it While we do not guarantee that we will include all suggested improvements into the T4 TimeSaver we promise you that we will give each suggestion careful consideration 1 1 1 System Requirements Operating System Requirements Windows T4 TimeSaver will run on any current version of Windows 32 bit or 64 bit with NET Framework 2 0 installed Current versions of Windows are XP Vista 7 2003 and 2008 TimeSaver may run on non current versions of Windows but as these are no longer supported by Microsoft they cannot be guaranteed to support all features of T4 TimeSaver or of the NET framework upon which T4 TimeSaver depends If you have difficulty running T4 TimeSaver on non current Windows versions we may not be able to resolve your problem Non current versions of Windows include 95 98 ME 2000 2011 ELM Computer Systems
81. 42 Country Codes RER ER M 142 Currency Codes A E nd nd de 144 uu ccs 149 4 Headings for Import Files 0 u J u u T T 150 Headings for Company Information inner 151 Headings for CRA Forms itii aeaaea a a a aana Eaa aa en eewssdsevenesavseissusedsebesanevenevanevs 152 Headings for eiie ttn ren v A eti des 152 Headings for T1204 rettet rete d te etn eterne ro pn i rne e Fe ete cn sed P De Pn ade 154 Headings for T2200 52 aga nin eee ee E REPE ER E TER ee EP EE 155 Headings for T2202 edes e toten Desert rre re i A te te EO EC EXE ne IER ee cabeyesbes 161 Headings for e ooi rrr eror ite e a a ieri E 163 Headings for TA E 165 Headings for T4A i s 168 Headings for T4A NR 172 Headirigs for i iiec eR rero and Rav e get eee He eR 174 Headings for TARGA sentant bep bree er ee obo ea ie no end de a p ue ctu dup D D ota 176 Headings for TAPS 4 neni ete isd ied ed n n E REPRE EE ERR sate iste I RUN 177 Headings for TARI il 179 Headings for TARS Pteni Rh nv ed esie te e epe eren et iR ie p Es 181 Headings for T5 bay 183 Headings for T5007 185 Headings for T5013 186 Headings for T5018 190
82. 96 or 1 3696 for Qu bec employees Gross Pay will be used if El Insurable Earnings have not been entered Option 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 EI Deducted 1 73 or 1 3696 for Qu bec employees AND 43 200 00 AND Employment income PPIP Adjustment Options NOTE OPTION G MAY BE SELECTED INDIVIDUALLY OR WITH EITHER OPTION H OR I BUT ONLY ONE OF OPTIONS H AND I MAY BE SELECTED Option G Adjust PPIP premiums if over annual maximum 2011 ELM Computer Systems Inc 58 T4 TimeSaver User Guide If this option is selected the PPIP will only be adjusted if it is greater than 316 25 62 500 00 x 0 506 Option H Adjust PPIP premiums based on Insurable Earnings If this option is selected the EI will be calculated as PPIP Insurable Earnings x 0 50696 Gross Pay will be used If PPIP Insurable Earnings have not been entered Option I Adjust insurable earnings based PPIP deducted This option assumes the entered amount for PPIP deducted is correct When this option is selected PPIP insurable earnings will be calculated as the minimum of PPIP deducted 0 506 AND 62 500 00 AND Employment income 4 1 2 4 Transfer Over Remittance Transfer employer s over remittance of CPP QPP or El to the following employee When adjustments
83. Brown Bob 2 Birch Street Barrie ON B2B2B2 CAN 234567890 2009 20 00 20 ABCDE Company Clark Carl E 3 Cedar St Collingwood ON C3C3C3 CAN 345678901 2009 33 333 33 ABCDE Company Dickson Daryl D 4 Delaware Dr Suite 4 Durham ON D4D4D4 CAN 456789012 2009 4 000 00 ABCDE Company Emery Ellen E 5 Everett Ct Ewing ON ESESES 567890123 2009 55 05 ABCDE Company French Fred 6Fir Drive Fergus ON F6F6F6 CAN 678901234 2009 6 000 60 FGH Corporation Gundeson George G 7 Gray Road Unit 7 Grimsby ON G7G7G7 CAN 789012345 2009 777 00 FGH Corporation Henstock Hazel H 8 Hettersley Circle Hamilton ON H8H8H8 CAN 890123456 2009 88 008 80 FGH Corporation There is no need to include columns for every heading listed in the appendix Only include the headings for which you have data Additionally if you have a column of data in your spreadsheet that you do not wish to import you can either delete the column or give it the heading NULL Any column headed NULL will be ignored by the import process COMPANY NAME1 T4 TimeSaver Enterprise Only The COMPANY NAME is an optional field and is used exclusively by T4 TimeSaver Enterprise to enable importing data for multiple payers employers companies To use this field simply enter the name of a company already existing in the T4 TimeSaver database for each slip to be imported to that company and the data will be saved to the appropriate company during import COMPANY NAME 1 is a text field that can contain up to 30 characters
84. Business K E UE Other groups Ne to retrieve your Web access code Topics for Internet file transfer XML How to file using Internet File Transfer XML technical specifications Download the CRA Schema How to Amend Returns using Internet file Transfer XML If you need more information contact us Related topics Completing slips and summaries Filing due dates and penalties Balance due Date Modified 2011 01 10 Important Notices Top of Page http Www cra arc gc ca esrvc srvce rf xml menu eng html Click the Enter Internet File Transfer XML Secure Web Site which will open the Disclaimer Internet File Transfer XML page You are encouraged to read all the terms and conditions on this page and you must click on the I agree at the bottom of the page before you can enter the Internet File Transfer site Once you click on I agree the following webpage will open 2011 ELM Computer Systems Inc Electronic Filing 107 Home Return to Filing Information Returns Electronically Return to filing other types of returns Need to retrieve your Web access code Canada Revenue Agence du revenu Agency du Canada Canada Revenue Agency www cra gc ca Contact Us Help Internet File Transfer XML Step 1 Identification area Your Account Number AND Your Web Access Code Search To file your el
85. CRA requires that box 24 be left blank on the printed slip CPP QPP El and PPIP QPIP Exempt Boxes You may check any combination of the CPP QPP El and PPIP QPIP Exempt boxes as appropriate for the current employee Do not check the CPP QPP exempt box if you entered an amount in T4 boxes 16 or 17 RL 1 box B or T4 box 26 RL 1 box G 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 T4 box 18 RL 1 box C or T4 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 QPIP Exempt box if you entered an amount in T4 box 55 RL 1 box G or T4 box 56 RL 1 box I Check PPIP QPIP exempt only if the earnings were exempt or if they were not eligible for the entire reporting period of employment 2011 ELM Computer Systems Inc 70 T4 TimeSaver User Guide 5 6 CPP QPP El and PPIP GPIP Do Not Adjust Boxes Check one or both 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 CPP QPP Pensionable Weeks Enter the number of CPP QPP pensionable weeks worked by the recipient in this field This number is used to accurately calculate CPP QPP deducted for the recipient NOTE Refer to the sectio
86. City Text 28 PROV Province code Text 2 POSTAL Postal code including space Text 10 COUNTRY Country in address Text 3 CAN USA etc TYPEOFSLIP Type of slip box 5 Text 1 0 Original 1 Amended 2 Additional 3 Cancelled 4 Duplicate COUNTRYCODE Country code box 7 Text 3 CAN USA etc MEMBERCODE Member code box 8 Text 1 UNITSOWNED Partnership units held box 9 Numeric 8 decimals PARTNERSSHARE Partner s share in 96 box 10 Numeric 8 decimals PARTNERID Recipient s ID box 11 Text 16 COMPLEXSHARING Complex sharing arrangements box 12 Text 75 1 Limited partnership income loss Boxes 20 27 LIMITEDFARMING Farming income box 20 Currency LIMITEDCAIS Farming income box 20 Currency LIMITEDFISHING Fishing income box 21 Currency LIMITEDBUSINESS Business income box 22 Currency LIMITEDATRISK At risk amount box 22 1 Currency LIMITEDADJUSTEDATRISK Adj at risk amount box 22 2 Currency LIMITEDRENTAL Rental income box 23 Currency LOSSCARRYFWD Loss carry forward box 24 Currency PREVLOSSCARRYFWD Prev loss carry forward box 25 Currency RETURNOFCAPITAL Return of capital box 27 Currency 01 1 Generic box 1 Province Country Text 3 2011 ELM Computer Systems Inc Appendices AO1TEXT2 A01AMOUNT AO2TEXT1 AO2TEXT2 A02AMOUNT AO3TEXT1 2 AO4TEXT1 04 2 A04AMOUNT Generic box 1 Box number Generic box 1 Amount Generic
87. Company Setup screen Select companies with active slips Selects companies which have at least one active non zero slip of the type specified in the Filter applies to selection list Clear All Clears all flags set through the Filter button Select 2011 ELM Computer Systems Inc Getting Started 35 2 6 7 Used to choose between e All Companies All companies will be included in the tool action e Current Company Only the current company will be included in the tool action e Most Recently Used Only the most recently used company will be included in the tool action e Selected Companies Only selected companies will be included in the tool action User Defined Groups Allows the user to define a group of companies such as all companies under the authority of a specific individual and save that group for future activity The buttons in this section have the following function e Save Saves changes to the current group e Rename Renames the current group e List Lists all groups e Save As Creates a user defined group prompting the user for a descriptive name e Delete Deletes the current group e Exception Lists all companies not currently belonging to any group Setup Menu Setup Menu Setup Reports Windows Help Setup Reports Windows Help User Settings User Settings Data File Security User Administration Contribution Rates and Constants Data File Security File Locations Contributi
88. Computer Systems Inc 138 T4 TimeSaver User Guide 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 adjustment options involving CPP Adjust CPP if over maximum or under minimum Adjust over under paid CPP to tax based on number of pensionable weeks 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 El insurable earnings is not printing even when have entered a value in Box 24 If the El insurable earnings is equal to gross pay or if it is equal to
89. DRESS OKTOEMAILSLIP COMPANY NAME 1 Capital account start of period Capital contribution during period Other Adjustments Income allocated during period Drawings Capital account end of period Recipient code Recipient email address T4 TimeSaver Enterprise only Permission granted to email slip T4 TimeSaver Enterprise only Name of company associated with the slip T4 TimeSaver Enterprise only Text 6 Text 65 Currency Currency Currency Currency Currency Currency Text 1 Text 255 Yes No Text 30 1 Individual other than a trust 2 Trust 3 Corporation 4 Partnership 5 Nominee or agent Yes 2011 ELM Computer Systems Inc 190 T4 TimeSaver User Guide 13 4 2 17 Headings for T5018 T4 TimeSaver Plus amp Enterprise Only Cell A1 must contain T5018 Heading NAME LASTNAME FIRSTNAME INITIAL ADDRESS1 ADDRESS2 CITY PROV POSTAL COUNTRY PAYMENTS SIN SLIPSTATUS RECTYPE PARTNERSHIPID TEXTATTOP EMAILADDRESS OKTOEMAILSLIP COMPANY NAME1 Description Recipient name Recipient last name Recipient first name Recipient middle initial Address line 1 Address line 2 City Province code Postal code including space Country in address Construction subcontractor payments box 22 Recipient s ID number BN or SIN box 24 Status of slip Recipient type Parnership s Filer ID Optional text to print at top of slip Re
90. EES2 PARTTIMEMONTHS2 FULLTIMEMONTHS2 Description Recipient last name Recipient first name Recipient middle initial Address line 1 Address line 2 City Province code Postal code including space Country in address Status of slip Name of program of study Student number From Year line 1 From Month line 1 To Year line 1 To Month line 1 Eligible tuition fees line 1 Number of months for Part time line 1 Number of months for Full time line 1 From Year line 2 From Month line 2 To Year line 2 To Month line 2 Eligible tuition fees line 2 Number of months for Part time line 2 Number of months for Full time line 2 Type max Comments size Text 30 Text 12 Text 1 Text 30 Text 30 Text 28 Text 2 Text 10 Text 3 Text 1 Text 50 Text 15 Integer 4 Integer 2 Integer 4 Integer 2 Currency Numeric 2 Numeric 2 Integer 4 Integer 2 Integer 4 Integer 2 Currency Numeric 2 Numeric 2 Examples amp Defaults Required field CAN USA etc O Original A Amended or C Cancelled 1 2 3 12 1 2 3 12 1 to 12 1 to 12 1 2 3 12 1 to 12 1 to 12 161 2011 ELM Computer Systems Inc 162 T4 TimeSaver User Guide Heading FROMYEAR3 FROMMONTH3 TOYEAR3 TOMONTH3 TUITIONFEES3 PARTTIMEMONTHS3 FULLTIMEMONTHS3 FROMYEAR4 FROMMONTH4 TOYEAR4 TOMONTH4 TUITIONFEES4 PARTTIMEMONTHS4 FULLTIM
91. EMONTHS4 TEXTATTOP EMAILADDRESS OKTOEMAILSLIP COMPANY NAME1 Description From Year line 3 From Month line 3 To Year line 3 To Month line 3 Eligible tuition fees line 3 Number of months for Part time line 3 Number of months for Full time line 3 From Year line 4 From Month line 4 To Year line 4 To Month line 4 Eligible tuition fees line 4 Number of months for Part time line 4 Number of months for Full time line 4 Optional text to print at top of slip Recipient email address T4 TimeSaver Enterprise only Permission granted to email slip T4 TimeSaver Enterprise only Name of company associated with the slip T4 TimeSaver Enterprise only Type max Comments size Examples amp Defaults Integer 4 Integer 2 1 2 3 12 Integer 4 Integer 2 1 2 3 12 Currency Numeric 2 1 to 12 Numeric 2 1 to 12 Integer 4 Integer 2 1 2 3 12 Integer 4 Integer 2 1 2 3 12 Currency Numeric 2 1 to 12 Numeric 2 1 to 12 Text 15 Text 255 Yes No Yes Text 30 2011 ELM Computer Systems Inc Appendices 163 13 4 2 5 Headings for T3 T4 TimeSaver Enterprise Only Cell A1 must contain T3 Heading NAME1 NAME2 LASTNAME1 FIRSTNAME1 INITIAL1 LASTNAME2 FIRSTNAME2 INITIAL2 ADDRESS1 ADDRESS2 CITY PROV POSTAL COUNTRY SLIPSTATUS RECTYPE YEAR TSRESIDENCESTATUS SIN TEXTATTOP ACTUAL E TAXABLE E CREDIT E CAPITALGAINS CAPITA
92. ENTINA ARMENIA ARUBA AUSTRALIA AUSTRIA AZERBAIJAN BAHAMAS BAHRAIN BANGLADESH BARBADOS BELARUS BELGIUM BELIZE BENIN BERMUDA BHUTAN BOLIVIA BOSNIA AND HERZEGOVINA BOTSWANA BOUVET ISLAND BRAZIL BRITISH INDIAN OCEAN TERRITORY BRUNEI DARUSSALAM BULGARIA BURKINA FASO BURUNDI CAMBODIA CAMEROON CANADA CAPE VERDE CAYMAN ISLANDS CHILE CHINA CHRISTMAS ISLAND COCOS KEELING ISLANDS COLOMBIA COMOROS CONGO CONGO THE DEMOCRATIC Currency Afghani Euro Lek Algerian Dinar US Dollar Euro Kwanza East Caribbean Dollar East Caribbean Dollar Argentine Peso Armenian Dram Aruban Guilder Australian Dollar Euro Azerbaijanian Manat Bahamian Dollar Bahraini Dinar Taka Barbados Dollar Belarussian Ruble Euro Belize Dollar CFA Franc BCEAO Bermudian Dollar Ngultrum Boliviano Convertible Marks Pula Norwegian Krone Brazilian Real US Dollar Brunei Dollar Bulgarian Lev CFA Franc BCEAO Burundi Franc Riel CFA Franc BEAC Canadian Dollar Cape Verde Escudo Cayman Islands Dollar Chilean Peso Yuan Renminbi Australian Dollar Australian Dollar Colombian Peso Comoro Franc CFA Franc BEAC Congolese Franc Alphabetic code AFN EUR DZD USD EUR AOA XCD XCD ARS AMD AWG AUD EUR AZN BSD BHD BDT BBD BYR EUR BZD XOF BMD BTN BOB BAM BWP NOK BRL USD BND BGN XOF KHR XAF CAD CVE KYD CLP CNY AUD AUD COP KMF XAF CDF 2011 ELM Computer Systems Inc Appendices REPUBLIC
93. ES 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 repair a database 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 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 Repair Database option in the File menu to attempt to correct the damage Before using this tool it is advisable to make a backup copy of your database You can copy the database to removable media or to another hard drive Select the Repair Database option from the File menu Choose Yes to select the current database or No to select another If you have chosen to select a database highlight the correct database directory and name from the list of available databases and click Open You will be asked to confirm the name of database to be repaired You will be prompted to make an backup of the database to be repaired the backup is optional but highly recommended You will be informed when the repair is complete Any data that cannot be fixed will
94. Home Site Map Contact Us Qu bec Portal Help Francais CITIZENS BUSINESSES gt ONLINE SERVICES DEPARTMENT gt FORMS AND PUBLICATIONS Forms Publications Administrative Documents amp Print Share SOG All Individuals Businesses Self employed persons If you wish to Income tax Consumption taxes Ens transmission of RL Internet transmission of RL slips m AA pose To use this re service E Security and system Authorized Software Goes e Purpose ofthe Tot it RL slip data by Internet Documents eal nes z D E E Validation of RL slip data files in XML format Users Individuals who carry on a business self employed persons corporations partnerships and other legal persons Contact Us Conditions for Must have a user name and a password use Must have a transmitter number Must use software approved by Revenu Qu bec Please note that our computer systems do not support this service for Macintosh To obtain your password your access code and information on the procedure for using this new transmission method contact the Division de l acquisition des donn es lectroniques by telephone at 418 659 1020 or toll free at 1 866 814 8392 by fax at 418 646 0713 Obligation to file RL 1 RL 2 and RL 25 slip data on magnetic media or by Internet Under section 37 1 1 of the Act respecting the Minist re du Revenu the Minister of Revenue has the power to re
95. In Totals Select Print nil summaries also Copy and Printer Selection rn Quick Print Copy 1 Paper Type Plain paper J Letter u Preview Print V Copy 2 Printer Bullzip PDF Printer v Copy 3 Paper Source Adjust Margins Options PDF File Options Group output by Copy number Save Pdf files Output Folder Print this date 10 8 2009 jv s Print test pattem Advanced Pause printing between copies Close Suppress calculation of totals Note The T4 summary will report the unadjusted values for each slip unless all slips have been adjusted A warning will be given if some slips are adjusted while others are not Companies Select one of the options from the drop down list All Companies print the slips for all companies in the current database Current Company print the slips for only the current company Most Recently Used print the slips for companies most recently included in any report Selected print the slips for selected companies The companies that match the selection you have made will be listed in the box on the left If you chose Selected click on the box beside each company you wish to select to put a check mark in the box and to have the company name appear on the list on the right Slips Included in Totals Select one of the options from the drop down list All Slips print all the slips for the selected companies Original Slips Only print only the sl
96. Ireland GRC Greece GRD Grenada GUY Guyana HKG Hong Kong ISL Iceland IND India IDN Indonesia IRL Ireland LBR Liberia 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 Tunisia TUR Turkey 2011 ELM Computer Systems Inc Appendices 143 ISR Israel ARE United Arab Emirates ITA Italy GBR United Kingdom JAM Jamaica USA United States JPN Japan URY Uruguay KEN Kenya VEN Venezuela KOR Korea Republic of South VIR Virgin Islands US LBN Lebanon YUG Yugoslavia BLZ Leeward amp Windward Islands amp Belize ZMB Zambia Use the code OMC for instances where none of the above apply 2011 ELM Computer Systems Inc 144 T4 TimeSaver User Guide 13 3 2 Currency Codes Country Name AFGHANISTAN ALAND ISLANDS ALBANIA ALGERIA AMERICAN SAMOA ANDORRA ANGOLA ANGUILLA ANTIGUA AND BARBUDA ARG
97. K Keys Special 41 2011 ELM Computer Systems Inc 214 T4 TimeSaver User Guide zl Last Slip 29 40 Last Year s Data Convert 122 License 18 List Valid Options 29 Location File 133 Magnetic Media CD or DVD 111 Magnetic Media Federal Returns 104 Magnetic Media Internet 105 Magnetic Media Perparation 100 Main Menu 28 MDI 42 Merge Companies 114 Multiple Document Interface 42 Multiple Forms 42 N Net Pay Company 59 Network Adminstrator 20 New Company Defaults 126 New Database 28 Next Slip 29 40 NR4 Import File Header 152 Number of Slips 40 Online Help 43 Open Database 28 46 49 Opening Last Year s Data 122 Options Display 130 Order Slips 65 Other Problems 140 Over Remittance Transfer 58 Override Calculated Field 29 71 Override Field 41 P Password Change 134 Passwords 27 Path Settings 135 Personalizing the Display 130 PgDn 41 PgUp 41 PPIP Adjustment Options 57 Previous Slip 29 40 Print 28 Print Slip 40 Printing Adjustments 94 Printing Company Lists 96 Printing Edit Lists 95 Printing Slips 87 Printing Summarries 91 Problems Common 137 Province Codes 149 or QPP Adjustment Options 56 R Rates and Constants 132 Registration 26 Removes slips 32 Removing Slips 123 Repair Database 28 51 Repair User Database 28 Reports Adjustment 94 Reports Company List 96 Reports Data Validation 86 Reports Edit List 95 Reports Slips
98. L format to the CRA website The XML file will be located in T4 TimeSaver s XML Output folder This folder can be located by using the FILE LOCATIONS option under the SETUP menu in T4 TimeSaver T4 TimeSaver saves all XML files in the following format COMPANY NAME xxx XML 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 XML is the default file type designator required by CRA If the submission is for multiple companies COMPANY will be replaced by MULTIPLE COMPANIES T4 TimeSaver Plus and Enterprise are able to batch submit returns for multiple companies and multiple return types over the Internet in a single file which can be no larger than 150Mb in size if your file is larger than 150Mb you can either compress it or split your return into sections In this case you must use e either your company s Transmitter Number or Account Number Business Number e and your company s Web Access Code to access the CRA website as you are acting as an agent for multiple companies T4 TimeSaver Lite and Basic are limited to submitting single returns over the Internet for a single company at a time As above the file can be no larger than 150Mb in size If you are using one of these T4 TimeSaver versions to file electronic returns for
99. LGAINS E ACTUAL TAXABLE CREDIT OTHERINCOME Description Recipient name line 1 code 3 4 amp 5 Recipient name line 2 code 3 4 amp 5 First recipient last name code 1 amp 2 First recipient first name code 1 amp 2 First recipient middle initial code 1 amp 2 Second recipient last name code 1 amp 2 Second recipient first name code 1 amp 2 Second recipient middle initial code 1 amp 2 Address line 1 Address line 2 City Province code Postal code Country Status of Slip Beneficiary code Taxation Year Type Max Size Text 30 Text 30 Text 20 Text 12 Text 1 Text 20 Text 12 Text 1 Text 30 Text 30 Text 28 Text 2 Text 10 Text 3 Text 1 Text 1 Reserved for later use Recipient s SIN Business number or Trust account number Optional text to print at top of slip Actual amount of eligible dividends Taxable amount of eligible dividends Dividend tax credit for eligible dividends Total capital gains Total capital gains eligible for deduction Actual amount of dividends other than eligible dividends Tax able amount of dividends other than eligible dividends Dividend tax credit for dividends other than eligible dividends Other income Text 15 Text 15 Currency Currency Currency Currency Currency Currency Currency Currency Currency Commenis Examples and defaults Required field CAN USA etc O Original A Amended or C Canc
100. MIN has the ability to allow users to set their own default data PDF reports and or XML filing folders or require them to be located in a predetermined location Removing the check mark in front of one of these options will cause that type of file location to be set only by the administrator it would be grayed out to other users The PDF File Options are system wide selections to be used for all users and all reports The administrator of the Plus and Enterprise versions logged in as ADMIN has the ability to change these settings When designating locations including the T4 TimeSaver installation folder that exist on a network it will be necessary to ensure that the users have full read write access to the specified location Click the Restore Defaults button restore the folder locations to the default settings fag File Locations e Current data file C Users Peter Rhebergen Documents T4 TimeSaver NET 2009 Data Demo TOSN Program C Program Files Elm Computer Systems XT4 TimeSaver Net 2009 System settings C ProgramData T4 TimeSaver NET 2009 System Settings User settings Y Browse Default data C Users Peter Rhebergen Documents T4 TimeSaver NET 2009 Data Browse PDF reports C Users Peter Rhebergen Documents T4 TimeSaver NET 2009 PDF Output Browse XML filing C Users Peter Rhebergen Documents T4 TimeSaver NET 2009 XML Output Browse Backups C Users Peter Rhebergen Documents T4 TimeSa
101. No will not Q12BNO Question 12 Designation No Yes No Yes checkmarks box No will not Q12CYES Question 12 Purchase Tools Yes Yes No Yes checkmarks box No will not Q12CNO Question 12 Purchase Tools No Yes No Yes checkmarks box No will not Q12DYES Question 12 Used for work Yes Yes No Yes checkmarks box No will not 2011 ELM Computer Systems Inc 160 T4 TimeSaver User Guide Heading Description Type max Comments size Examples amp Defaults Q12DNO Question 12 Used for work Yes Yes No Yes checkmarks box No will not Q13AYES Question 13 Forestry Yes Yes No Yes checkmarks box No will not Q13ANO Question 13 Forestry No Yes No Yes checkmarks box No will not Q13BYES Question 13 Provide Saw Yes Yes No Yes checkmarks box No will not Q13BNO Question 13 Provide Saw No Yes No Yes checkmarks box No will not COMPANY NAME1 Name of company associated with the slip Text 30 T4 TimeSaver Enterprise only 2011 ELM Computer Systems Inc Appendices 13 4 2 4 Headings for T2202A T4 TimeSaver Plus amp Enterprise Only Cell A1 must contain T2202A Heading LASTNAME FIRSTNAME INITIAL ADDRESS1 ADDRESS2 CITY PROV POSTAL COUNTRY SLIPSTATUS PROGRAMNAME STUDENTNUMBER FROMYEAR1 FROMMONTH 1 TOYEAR1 1 TUITIONFEES1 PARTTIMEMONTHS1 FULLTIMEMONTHS1 FROMYEAR2 FROMMONTH2 TOYEAR2 TOMONTH2 TUITIONF
102. OF COOK ISLANDS COSTA RICA C TE D IVOIRE CROATIA CUBA CYPRUS CZECH REPUBLIC DENMARK DJIBOUTI DOMINICA DOMINICAN REPUBLIC ECUADOR EGYPT EL SALVADOR EQUATORIAL GUINEA ERITREA ESTONIA ETHIOPIA FALKLAND ISLANDS MALVINAS FAROE ISLANDS FIJI FINLAND FRANCE FRENCH GUIANA FRENCH POLYNESIA FRENCH SOUTHERN TERRITORIES GABON GAMBIA GEORGIA GERMANY GHANA GIBRALTAR GREECE GREENLAND GRENADA GUADELOUPE GUAM GUATEMALA GUERNSEY GUINEA GUINEA BISSAU GUYANA HAITI HEARD ISLAND AND MCDONALD ISLANDS HOLY SEE VATICAN CITY STATE HONDURAS HONG KONG New Zealand Dollar Costa Rican Colon CFA Franc BCEAO Croatian Kuna Cuban Peso Euro Czech Koruna Danish Krone Djibouti Franc East Caribbean Dollar Dominican Peso US Dollar Egyptian Pound El Salvador Colon CFA Franc BEAC Nakfa Kroon Ethiopian Birr Falkland Islands Pound Danish Krone Fiji Dollar Euro Euro Euro CFP Franc Euro CFA Franc BEAC Dalasi Lari Euro Cedi Gibraltar Pound Euro Danish Krone East Caribbean Dollar Euro US Dollar Quetzal Pound Sterling Guinea Franc CFA Franc BCEAO Guyana Dollar Gourde Australian Dollar Euro Lempira Hong Kong Dollar NZD CRC XOF HRK CUP EUR CZK DKK DJF XCD DOP USD EGP SVC XAF ERN EEK ETB FKP DKK FJD EUR EUR EUR XPF EUR XAF GMD GEL EUR GHS GIP EUR DKK XCD EUR USD GTQ GBP GNF XOF GYD HTG AUD EUR HNL HKD 145
103. OTE All data fields on the left half of this screen as with the exception of Name line 2 and Address line 2 well as the Transmitter Number must be filled to prevent errors from being reported when an electronic submission is created If you also file Relev returns all of the information in the Quebec section must also be entered Information entered on this screen must be accurate so as to enable the CRA and MRQ to contact the filing agency with any questions about the submission Transmitter Information Enter the information for the company acting as the transmitting agent of the data not the company for whom an electronic return has been prepared unless they are the same company Typically this would be the firm for whom you are using T4 TimeSaver Do not enter any information pertaining to ELM Computer Systems in this section Accounting Contact Enter name and contact information for the person capable of responding to accounting related inquiries from the CRA for returns submitted by this entity Do not use ELM Computer Systems Inc as the accounting Contact Technical Contact Enter name and contact information for the person capable of responding to technical inquiries from the CRA for returns submitted by this entity Do not use ELM Computer Systems Inc as the Technical Contact Transmitter Number The Transmitter Number is supplied by the CRA and is in the format MMnnnnnn where n represents a numeric character
104. STINDIVIDUAL LASTNAME2 FIRSTNAME2 INITIAL2 SECONDINDIVIDUAL ADDRESS1 ADDRESS2 CITY PROV POSTAL COUNTRY TAXYEAR REPORTCODE RECTYPE SIN SIN2 ACTUAL ACTUAL_E INTEREST CAPGAINS Description Recipient name line 1 type 3 4 amp 5 Recipient name line 2 type 3 4 amp 5 First recipient last name type 1 amp 2 First recipient first name type 1 amp 2 First recipient middle initial type 1 amp 2 Indicates first entity is individual R3 Second recipient last name type 2 Second recipient first name type 2 Second recipient middle initial type 2 Indicate second entity is individual Address line 1 Address line 2 City Province code Postal code including space Country code Taxation year Report code box 21 Recipient type box 23 First recip SIN ID or Business box 22 Second recip SIN ID R3 Am t of non eligible dividends box 10 of eligible dividends box 24 Interest from Cdn sources box 13 D Capital gains dividends box 18 1 Comments Examples amp Defaults Type max size Text 30 Required field Text 12 Text 20 Required field Text 12 Text 1 Yes No Text 30 Text 30 Text 1 Yes No Text 30 Text 30 Text 28 Text 2 Text 10 Text 3 Integer 4 2010 Text 1 O Original A Amended or C Cancelled Text 1 1 Text 15 Text 15 Currency Currency Currency Currency 2011 ELM Computer Systems Inc 184 T4 T
105. Serbian Dinar EUR XCD MAD MZN MMK ZAR AUD NPR EUR ANG XPF NZD NIO XOF NGN NZD AUD USD NOK OMR PKR USD PAB PGK PYG PEN PHP NZD PLN EUR USD QAR EUR RON RUB RWF EUR SHP XCD XCD EUR EUR XCD WST EUR STD SAR XOF RSD 147 2011 ELM Computer Systems Inc 148 T4 TimeSaver User Guide SEYCHELLES SIERRA LEONE SINGAPORE SLOVAKIA SLOVENIA SOLOMON ISLANDS SOMALIA SOUTH AFRICA SPAIN SRI LANKA SUDAN SURINAME SVALBARD AND JAN MAYEN SWAZILAND SWEDEN SWITZERLAND SYRIAN ARAB REPUBLIC TAIWAN PROVINCE OF CHINA TAJIKISTAN TANZANIA UNITED REPUBLIC OF THAILAND TIMOR LESTE TOGO TOKELAU TONGA TRINIDAD AND TOBAGO TUNISIA TURKEY TURKMENISTAN TURKS AND CAICOS ISLANDS TUVALU UGANDA UKRAINE UNITED ARAB EMIRATES UNITED KINGDOM UNITED STATES UNITED STATES MINOR OUTLYING ISLANDS URUGUAY UZBEKISTAN VANUATU VATICAN CITY STATE Holy See VENEZUELA VIET NAM VIRGIN ISLANDS BRITISH VIRGIN ISLANDS U S WALLIS AND FUTUNA WESTERN SAHARA YEMEN ZAMBIA Seychelles Rupee Leone Singapore Dollar Euro Euro Solomon Islands Dollar Somali Shilling Rand Euro Sri Lanka Rupee Sudanese Pound Surinam Dollar Norwegian Krone Lilangeni Swedish Krona Swiss Franc Syrian Pound New Taiwan Dollar Somoni Tanzanian Shilling Baht US Dollar CFA Franc BCEAO New Zealand Dollar Pa anga Trinidad and Tobago Dollar Tunisian
106. Set Fiter Clear The Filter button displays the Set Company Filter window which is used to filter the companies that the tool will act upon to those of greatest interest to the user The Filter button will also appear in the Filing Status window Available filters are Select on filing status Selects companies by their filing status It is also possible to limit these selections to specific date ranges o Not Required No return is required o Need Return A return is required o Entered A return has been entered into T4 TimeSaver o Checked Data entered has been checked o Filed The return has been filed with the CRA and or the Revenu Qu bec Select on electronic filing status Selects companies based on whether or not an electronic return has been processed It is also possible to limit this selection to a specific date range o Processed The return has been processed for electronic filing o Not Processed The return has not been processed for electronic filing Select on printing status Selects companies based on whether or not slips and or summaries have been printed It is also possible to limit this selection to a specific date range o Slips and Summaries Printed Slips and Summaries have been printed o Slips and or Summaries not Printed Slips and Summaries have not been printed Select on company category Selects companies based on their company category company category is user defined and is entered on the
107. T1204 T3 T4 TAPS TARIF TARSP T4A T4ANR T4AP TAARCA T5 T5007 T5013 T5018 T2200 amp T2202A e Revenu Qu bec RL 1 RL 2 RL 3 RL 8 RL 15 RL 16 RL 17 amp RL 25 The forms available are dependant on which version of T4 TimeSaver has been installed e T4 TimeSaver Lite 4 T5 RL 1 amp RL 3 e TimeSaver Basic T1204 T4 T4PS TARIF TARSP T4AP TA4ARCA T5 T5007 T5013 T2200 T2202A RL 1 RL 2 RL 3 RL 8 RL 17 amp RL 25 e TimeSaver Plus T1204 T4 TAPS TARIF TARSP T4AP T4ARCA T5 T5007 T5013 T5018 T2200 T2202A RL 1 RL 2 RL 3 RL 8 RL 15 RL 17 amp RL 25 e T4 TimeSaver Enterprise NR4 T1204 T3 T4 TAPS TARIF TARSP T4A T4ANR T4AP T4ARCA T5 T5007 T5013 T5018 T2200 T2202A RL 1 RL 2 RL 3 RL 8 RL 15 RL 16 RL 17 amp RL 25 Some menu items lead to options that are not available in all versions of T4 TimeSaver These menu items may appear in the menus and if selected will inform the user that the chosen option is available only in a higher version Common Features Companies Select Filter Clear All Current Company x User Defined Groups Save As Exception Data Selection Panel Most reports share a common data selection panel This panel enables the user to specify a range of data that will be included in the selected report Filter The Filter button displays the Set Company Filter windo
108. T4 TimeSaver User Guide NO 2010 TA TIMESAVER 2011 ELM Computer Systems Inc T4 TimeSaver User Guide 2010 TIMESAVER 3 21 2011 2011 ELM Computer Systems Inc All rights reserved T4 TimeSaver User Guide Table of Contents Part oa o N Part Il Q 8 9 10 11 12 Part Ill Foreword 9 Introduction 11 11 System Reg ireMeM S u EE T4 TimeSaver Versions T4 TimeSaver Version Comparison About ELM Computer Systems Inc Te chnical SuDBport uu ete 17 Requesting System Enhancements J u u u u u u 17 License Agreement U U U nnnm nasa u u u u u J J J J J J 18 Warranty I foriiglighuuu u u 2 1 aE ne 18 Getting Started 20 T4 TimeSaver Start to 0 0 20 Installation 2 22 E EE TEE A RE RU 20 Installing Program Updates 24 Receiving Updates P 25 Starting the Progtaim ceic c va a Saco Dd agua rss ste acd ee 25 Regi iratioik uit
109. TATTOP EMAILADDRESS OKTOEMAILSLIP COMPANY NAME1 Description 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 Business number box 61 Partnership s filer ID box 86 Sole proprietor s last name Sole proprietor s first name Sole proprietor s initial Status of slip Optional text to print at top of slip Recipient email address T4 TimeSaver Enterprise only Permission granted to email slip T4 TimeSaver Enterprise only Name of company associated with the slip T4 TimeSaver Enterprise only Comments Examples amp Defaults Type max size Text 30 Required field Text 12 Text 30 Text 30 Text 28 Text 10 Text 2 Text 3 CAN USA etc Integer 4 Text 1 1 3 or 4 Currency Currency Text 9 Text 15 Text 9 Text 20 Text 12 Text 1 Text 1 O Original A Amended or C Cancelled Text 15 Text 255 Yes No Yes Text 30 2011 ELM Computer Systems Inc Appendices 155 13 4 2 3 Headings for T2200 T4 TimeSaver Plus amp Enterprise Only Cell A1 must contain T2200 Heading Description Type max Comments size Examples amp Defaults LASTNAME Recipient last name Text 30 Required field FIRSTNAME Recipient fir
110. Text 2 Text 3 Currency Currency Comments Examples amp Defaults Required field Required field CAN USA etc O Original A Amended or C Cancelled 2009 2010 etc 1 2 3 40r5 02 03 etc CAD USD etc 2011 ELM Computer Systems Inc Appendices 153 Heading EXEMPTIONCODE 1 INCOMECODE2 CURRENCYCODE2 INCOME2 TAX2 EXEMPTIONCODE2 TEXTATTOP EMAILADDRESS OKTOEMAILSLIP COMPANY NAME 1 Description 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 Optional text to print at top of slip Recipient email address T4 TimeSaver Enterprise only Permission granted to email slip T4 TimeSaver Enterprise only Name of company associated with the slip T4 TimeSaver Enterprise only Type max size Text 1 Text 2 Text 3 Currency Currency Text 1 Text 15 Text 255 Yes No Text 30 Comments Examples amp Defaults I C etc 02 03 etc CAD USD etc I C etc Yes 2011 ELM Computer Systems Inc 154 T4 TimeSaver User Guide 13 4 2 2 Headings for T1204 T4 TimeSaver Plus amp Enterprise Only Cell A1 must contain T1204 Heading NAME1 NAME2 ADDRESS1 ADDRESS2 CITY POSTAL PROV COUNTRY YEAR RECTYPE SERVICEPAYMENTS MIXEDPAYMENTS SIN BN PARTNERSHIPID LASTNAME FIRSTNAME INITIAL SLIPSTATUS TEX
111. TimeSaver is able to utilize CRA s URL for Internet filing of returns Because the CRA website may be changed without notice the screen captures below may not be current When the Internet filing option is selected as the destination for the Electronic Filing submission an Internet Filing dialog box will appear once the Process button is selected You will be warned if the file size exceeds the maximum of 150Mb allowed by CRA for Internet filing Make note of the information given and click the Go to Internet Filing Page button to continue The following web page will be opened 2011 ELM Computer Systems Inc 106 T4 TimeSaver User Guide ef Ganads Revenue Agence du revenu Agency du Canada Canad Canada Revenue Agency WWW Cra gc ca Home Contact Us Help Search Filing information returns electronically ET Internet file transfer XML Forms and canada gc ca publications If you use payroll commercial or in house developed software to manage your business Online services you can submit files of up to 150 MB over the Internet using the Internet File Transfer ind application Use this method to file original or amended T1204 T215 T3 T4 T4A T4A AtoZindex OAs T4A T4A NR T4RSP TARIF T5 T5007 T5008 T5018 NR4 AGR 1 RRSP Site map Contribution Receipts Return SAFER or TSFA information return Individuals Enter Internet file transfer XML secure Web site
112. 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 and is designed for situations where it is not desirable possible to enter the number of pensionable weeks on each T4 slip Option 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 9596 Where the prorated deduction is calculated as the number of pensionable weeks maximum number of pensionable weeks x 3 500 00 C Maximum number of pensionable weeks This 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 El Adjustment Options NOTE OPTION D MAY BE SELECTED INDIVIDUALLY OR WITH EITHER OPTION E OR F BUT ONLY ONE OF OPTIONS E AND F MAY BE SELECTED Option D Adjust El premiums if over annual maximum If this option is selected the EI will only be adjusted if it is greater than EI Insurable Earnings x 1 7396 or 1 3696 for Qu bec employees OR 747 36 or 587 52 for Qu bec employees Option E Adjust El premiums based on Insurable Earnings If this option is selected the EI will be calculated as EI Insurable Earnings x 1 73
113. Use the drop down box to select whether slips will be sorted by Data Entry Sequence Employee Name Employee Number or Social Insurance Number The available sort options will vary by return type Slip number 18 Displays the current and total number of slips Use of Special Keys 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 F1 Accesses on line help F2 Lists the selection list for a data entry field indicated by an icon where applicable FA Overrides calculated field Ctrl A Adds a slip to the current company Ctrl D Deletes the current slip from the current company data Ctrl P Opens print window with current employee selected where applicable Ctrl S Allows you to select from the list of slips for the current company and return type Ctrl PgUp Moves to the first slip for the current company PgUp 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 Shift F6 Pastes the address of the current company into the displayed information slip F7 Copies employee name and address data from the displayed information slip Shift F7 Pastes copied employee name and address data into the displayed information slip Special Icons A variety of special icons are used thr
114. XBOX07 Box number Text 7 XBOX08 Box number Text 7 XBOX09 Box number Text 7 XBOX10 Box number Text 7 XBOX11 Box number Text 7 XBOX12 Box number Text 7 XBOX13 Box number Text 7 XBOX14 Box number Text 7 XBOX15 Box number Text 7 XBOX16 Box number Text 7 XBOX17 Box number Text 7 XBOX18 Box number Text 7 XBOX19 Box number Text 7 XBOX20 Box number Text 7 XBOX21 Box number Text 7 XBOX22 Box number Text 7 XBOX23 Box number Text 7 XBOX24 Box number Text 7 XBOX25 Box number Text 7 XBOX26 Box number Text 7 2011 ELM Computer Systems Inc 200 T4 TimeSaver User Guide Heading XBOX27 XBOX28 Description Box number Box number Type max size Text 7 Text 7 Comments Examples amp Defaults The XTXT fields below represent the text portion of the 28 generic information boxes on the RL 15 XTXTO1 XTXT02 XTXTOS3 XTXT04 XTXTO05 XTXTO06 XTXTO7 XTXTO08 XTXTO9 XTXT10 XTXT11 XTXT12 XTXT13 XTXT14 XTXT15 XTXT16 XTXT17 XTXT18 XTXT19 XTXT20 XTXT21 XTXT22 XTXT23 XTXT24 XTXT25 XTXT26 XTXT27 Other information Other information Other information Other information Other information Other information Other information Other information Other information Other information Other information Other information Other information Other information Other information Other information Other information Other information Other information Other information Other info
115. abase then only the user selected users can apen ihe datapase Maher wi be open resticted ma it cannot be opened by programs other than T4 Owner Database creator MANUAL Change Owner Save and close Cancel Data Security Plus amp Enterprise In T4 TimeSaver Plus and Enterprise the enhanced Data File Security utility is able to restrict access to the current database to selected users When the Restrict access to the current database option has been selected only users with a check beside their name will be able to access the current database The ADMIN user account is always able to set access restrictions for any database regardless of ownership The owner of a database typically its creator has the ability to set access restrictions for that database The ownership of any database can be changed to enable any other user the ability to set access restrictions 12 4 Contribution Rates and Constants 42 Start Page V amp d Constants vx The following rates and constants are in effect for all users of T4 TimeSaver NET Canada Pension Plan Quebec Parental Insurance Plan CPP contribution rate 4 95 QPIP maximum insurable eamings 6250000 CPP QPP max pensionable eamings 47 200 00 QPIP maximum employee premium 316 25 5 CPP GPP basic exemption 3 500 00 5 GPIP employee premium rate 0 506 t CPP maximum employee contribution 2 163
116. age 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 UE Start JWS User Settings User Settings ce tee 1 New Company Defaults 2 Adjustment Options 3 Data Entry 4 Electronic Filing 5 Options Contact Information on All Summaries Other Information First name Default province of employment Bn Sumame User name MANUAL Area code phone amp Ex Certification Section on All Summaries Authorized person Note Information on this tab will be copied to each new company you set up Position or office T4 Adjustment Defaults Page Complete the T4 Adjustment Defaults page The information on this page will be copied to the T4 Adjustment Options page of the Company Information window for each new company See further information in Adjustment Options 551 regarding how to set the adjustments options to best suit your needs UE Start Page WE User Settings User Settings mre sane r CPP QPP Adjustment Options Transfer Over Remittance E Matre rri elt e 1 Adjust based on number of pensionable weeks rm Maintain the net pay of the owner shareholder by increasing the gross pay of the amount added to the tax Maximum number of pensionable weeks 52
117. allation Remove Slips Removes slips 121 of any or all types from any or all companies Event Viewer Enterprise Opens the Event Viewer 121 window in which significant events occurring during use of T4 TimeSaver can be reported Create Slips from Another Type under development Use Create Slips from Another Type 124 to create slips of one type from already existing slips of another type Some menu items lead to options that are not available in all versions of T4 TimeSaver These menu items may appear in the menus and if selected will inform the user that the chosen option is available only in a higher version 2 6 6 1 Common Features Companies TERT Select acier Curent Company J User Defined Groups Save As J Exception Data Selection Panel Some tools such as the Transfer Companies Remove Slips and Event Viewer tools share a common data selection panel This panel enables the user to specify a range of data that will be acted upon by the tool in question Filter 2011 ELM Computer Systems Inc 34 T4 TimeSaver User Guide Set Company Filter Select on filing status 3 Not required Filed Select on electronic filing status elec 9 1 Select on printing status 10 Filter applies to If setting a filter based on criteria other than company category select the type of retum to filter Select on company category V Select companies with active slips
118. any You can enter as many companies as you would like into each database To create a new company in the current database select New Company from the Company menu Enter the company name and press the OK button If the company name already exists in the current database you will be asked to confirm the new company name Company information is entered in three sections General s Adjustment Options 557 and Net Pay 59 You should enter as much of the requested company information as possible when you add a new company General Enter the full name and address of the company Please note that not all of the information entered here such as the Business Number will be printed on any recipient copies 43 Start Page Ce Company X Company Setup Demo Company __ 1 General 2 Adjustment Options 3 Net Pay Name line 1 Demo Company Account Information Name line 2 Business number 472364033RP0001 Care of Account number for T5 T5007 retums RZ 472364033RZ0001 Address line 1 Account number for T5013 retums RZ Address line 2 Account number for T5018 retums RZ City Province D Non resident tax account number NR Postal code Country CAN D r Other Information r Quebec Default province of employment Enterprise Number NEQ Employer s
119. ardless of your 2011 ELM Computer Systems Inc 112 T4 TimeSaver User Guide client enter 1 for your first submission 2 for your second etc The number you enter will be included in the filename so CRA will know that it is a unique submission Enter the appropriate number as requested and click the OK button If you enter a duplicate number you will be warned that the filename already exists and given the opportunity to keep the sequence number you have entered and overwrite the existing file if you did not submit the original and are re doing the submission or to change the sequence number if the sequence number was entered incorrectly You will then be given the path and filename of the file to be sent to CRA Make careful note of this information View XML File in Browser Click this button to see the file that will be sent to CRA Print Company List This company list can be used to track which companies have been filed on which submission Keep this for your own records there is no need to send a copy to CRA with your submission Creating the submission CD or DVD Using your own software burn the indicated file onto a CD or DVD Label the CD or DVD with your name and telephone number so that the CRA can contact you if you need to re file your submission Provide complete external labeling showing the transmitter s name and telephone number the Transmitter Number and your submission file name
120. are described in this user guide www t4timesaver com o AvanTax Automobile taxable benefits calculator www avantax ca o Handheld data collection for field technicians www elmcomputers com ELM Computer Systems S100 html e ELM Bulletin Monthly newsletter covering all aspects of business computing www elmcomputers com ELM Computer Systems Bulletin html If you have any questions about how ELM can help you get the best use out of your computers please use the contact information provided below ELM Computer Systems Inc 502 Gordon Baker Road North York Ontario L1T 272 Toronto 416 495 1624 Toll Free 800 268 3211 Fax 416 495 0044 E M Email info elmcomputers com COMPUTER SYSTEMS INC Website www elmcomputers com 2011 ELM Computer Systems Inc Introduction 17 1 3 Technical Support As a registered user you may telephone fax or e mail us with your questions about the installation and use of the T4 TimeSaver program English Technical Support English technical support is available by telephone from our Toronto office Monday to Friday from 9am to 5pm ET English technical support is available by email Monday to Friday from 9am to 8pm ET Email will be periodically checked on Saturdays so that emergency situations can be attended to English Technical Support Hot Line GTA 416 495 1624 Toll Free 800 268 3211 Fax Number 416 495 0044 Email support t4timesaver com T4 TimeSaver Webs
121. are displayed in a Data Validation Warnings report The validation procedure is implemented whenever an electronic filing submission is processed but it can also be run independently by selecting the Validation report only option Note With T4 TimeSaver Basic you may only select the Internet as a destination for electronic filing With T4 TimeSaver Plus and Enterprise you may select CD DVD or Internet Slip Status Each submission must contain either original returns or amended canceled returns Select Original to include all original returns of the type s selected from the selected company ies in your submission Select Amended and or Canceled to include all amended or canceled returns of the type s selected from the selected company ies in your submission Only process slips that are selected on the Advanced tab Enterprise only Check the box marked Only process slips that are selected on the Advanced tab to create an electronic submission XML file containing only selected slips You must also need check the box marked Check to select this slip for special electronic filing on the Advanced Tab 7 on the data entry screen for the slip s to be included Validation Options Select whether you wish to see detailed error messages supplied by the XML schema Transmitter Setup Pressing this button will allow you access to the information stored on the Electronic Filing 10 page of the User Settings 135 submenu of Setup 391 menu Y
122. argins Opens the Adjust Margins dialogue enabling you to reposition the data printed on pre printed forms to fit within the provided fields The unit of measure is inches where 0 10 represents 1 10 of an inch Positive numbers will move the print to the right horizontally or down vertically Negative numbers will move the print to the left horizontally or up vertically Go to Output Folder Pressing this button will open the folder where the PDF files will be stored Advanced Use this button to set advanced print settings Using Serial Relev Numbers on RL Slips Serial number Relev numbers printed on RL 1 RL 2 RL 3 RL 17 and RL 25 slips are assigned sequentially by T4 TimeSaver from a range supplied to ELM Computer Systems by the Revenu Qu bec as slips are printed Depending on the slip to be printed its status and the answers you provide you will see one or more of the following dialogues Reassign Serial Numbers i j o Do you want to reassign the relev numbers before printing e The screen above will be displayed when you are re printing slips whether original or amended Clicking on Yes will cause T4 TimeSaver to calculate a new serial number for the slip s being printed Clicking on No will cause T4 TimeSaver to print the slip s using the serial number already assigned In the case where no serial number exists T4 TimeSaver will assign the next serial number in sequence Print System Assigne
123. artner s share based on You must enter these fields A The partner s income or loss divided by the Each partner s income or loss sum of all partners income or loss allocated The percentage you enter on the slip Total net accounting income Each partner s share U The partner s partnership units held divided Total net accounting income by the sum of all partnership units Each partner s number of units If you select P or U you will need to enter the Total net accounting income to be allocated If you select method A the Total net accounting income will be disabled but it will be adjusted as you enter the partners net income allocated on each slip Regardless of which method you choose to calculate the partners share T4 TimeSaver will automatically allocate each income and expense item entered on the summary to each of the slips according to the percentage unless the box is overridden on the slips see Overriding the Automatic Allocation below Overriding the Automatic Allocation Depending on the type of partnership there may be amounts which cannot be allocated to the partners simply on the basis of a percentage If this is the case you will need to override the box and enter the amounts manually on each slip To do this go to any one of the slips and double click the pencil image to the right of the box or click in the box and press F4 The background color of the box will cha
124. as the original 2009 database Only the highlighted file s will be converted when the Convert button is clicked 2011 ELM Computer Systems Inc Using Tools to Manipulate Data 123 11 7 Remove Slips 8 Start Page pes User Settings 52 Remove Slips X Companies Select seu kocana EI Saree orem Sample Company Current Company Zz User Defined Groups Save l Rename List J Save As Delete Exception E Display and process in selection sequence Types of Slips to Remove Option Select Ag E NRA CIR El Remove inactive sips only Bua Line Pan s E T4ANR 7 R17 f gt R25 dollar amounts check the box above 7 T4ARCA E E Note that RL 1 slips will be removed with Remove Cose B sS TA slips and RL 3 slips will be removed aims F T1204 with T5 slips 7 T2202A 7 T5013 7 T5018 The Remove Slips function allows you to remove all slips of any type for any company in the database Option When Remove inactive slips only is checked only inactive non zero slips will be removed Changes made using this tool cannot be reversed 11 8 Event Viewer T4 TimeSaver Enterprise Only 2 Start Page JU Event Viewer Companies X Show events from 1 1 2009 Show eventsto 10 8 2009 Select Filter Clear Al
125. b 1 1 2 T4 TimeSaver Versions T4 TimeSaver is available in five versions Online Lite Basic Plus and Enterprise enabling T4 TimeSaver to provide a variety of features that will satisfy the requirements of any firm no matter how large or how small Throughout this manual features that are available only on specific versions of T4 TimeSaver will be appropriately noted T4 TimeSaver Online Geared toward the smaller business producing up to 15 slips for 1 or 2 companies T4 TimeSaver Online is our lowest cost solution Even so it enables even the smallest business to produce professional T4 T4A and T5 returns Compatible with any web browser T4 TimeSaver Online lets you work wherever you have Internet access Because of its intuitive Internet interface T4 TimeSaver Online is not covered in this manual If you would like to give T4 TimeSaver Online a try you can visit the T4 TimeSaver Online website T4 TimeSaver Online T4 TimeSaver Lite Our entry level Windows version T4 TimeSaver Lite has been designed for firms with smaller data processing requirements and subsequently not requiring the full versions of T4 TimeSaver Returns can be prepared for up to 5 companies with a maximum of 25 slips of each type for each company T4 TimeSaver Basic T4 TimeSaver Basic is the ideal solution for your information return preparation needs whether you produce returns for your own organization or for multiple client organizations Unlimited in t
126. be discarded You can then open the database again and continue as usual Check Data Integrity The Check Data Integrity function will recalculate all summaries in the current database In most cases data in overridden 71 fields will be left unchanged Once all summaries have been recalculated the words Processing Complete will be displayed beside the Close button In databases with large amounts of data the Check Data Integrity procedure could take considerable time 2011 ELM Computer Systems Inc 52 T4 TimeSaver User Guide 3 9 83 Integrity Check X This procedure scans the data for each company in the current database and recalculates each summary It may take several minutes to complete if you have a large database It is recommended that you backup your data before proceeding using either File Backup or Windows Explorer Ow Progress Company Slip Type Repair User Database All settings for a T4 TimeSaver session T4 TimeSaver Lite and T4 TimeSaver Basic and for any T4 TimeSaver user session T4 TimeSaver Plus and T4 TimeSaver Enterprise are stored in a database separate from the working database The Repair User Database function checks the user database for damage and makes any necessary repairs 2011 ELM Computer Systems Inc Part IV NO 2010 1 TIMESAVER 54 T4 TimeSaver User Guide 4 1 4 1 1 Company Information Creating a Comp
127. c e D I 26 User Names and Passwords eu eere ae o ann ecd ent men 27 Main Menu ceeded su E E ns ns ts des 28 Fil Men te n cae ed d eee awa Sh Ss Oo eee entente 28 Edit M nt P 29 View Menu 30 Company Menu 31 Forms Menu eese 31 To ls Men 32 Common Features 33 Krjnd nes 35 Reports Men H do a 36 Comlimon FeatUres cce tend redi teet e eee redeem b e a eee b De tw E eae 37 Windows Menu 39 Help Men RR 39 Toolbar E E E an ai T 40 Us of Special Clg eee 41 IPIE 41 Split Screen Options 2 e 42 Input Conventions iie de dns 42 Getting Help ci a de eh aa tiia eni 43 Working with Databases 46 2011 ELM Computer Systems Inc Contents 5 OND A Oi Part IV 1 7 Part VI 1 Opening a Databaso 5 th ed en erede ceste te ied radares 46 Creating a
128. ciary last name type 1 2 amp 6 Text 30 FIRSTNAME2 Second beneficiary first name type 1 2 amp 6 Text 30 INITIAL2 Second beneficiary middle initial type 1 2 amp 6 Text 1 ADDRESS1 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 BENEFICIARYNUM Employer assigned number Text 20 TRANSIT Bank transit number Text 10 RECTYPE Recipient type box 23 Text 1 1 REPORTCODE Status of slip Text 1 R Original A Amended or D Cancelled SIN2 Second beneficiary SIN Text 9 ACTUALDIVIDENDS Non Eligible Dividend amount Currency Box A1 ACTUALDIVIDENDS 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 BoxE TAXABLEDIVIDENDS Taxable amount of dividends Currency Box F 2011 ELM Computer Systems Inc 208 T4 TimeSaver User Guide Heading TAXCREDIT FOREIGNTAX QUEBECTAX SECONDINDIVIDUAL NAMESPRINCIPAL SIN TEXTATTOP EMAILADDRESS OKTOEMAILSLIP COMPANY NAME 1 Description Amount of dividend tax credit Income tax paid to a foreign government Qu bec income tax withheld Is second recipient an individual type 1 2 amp 6 Principal person who estab
129. cipient email address T4 TimeSaver Enterprise only Permission granted to email slip T4 TimeSaver Enterprise only Name of company associated with the slip T4 TimeSaver Enterprise only Type max size Text 30 Text 30 Text 12 Text 1 Text 30 Text 30 Text 28 Text 2 Text 10 Text 3 Currency Text 15 Text 1 Text 1 Text 9 Text 15 Text 255 Yes No Text 30 Comments Examples amp Defaults Required field Required field CAN USA etc O Original A Amended or C Cancelled 1 1 Yes 2011 ELM Computer Systems Inc Appendices 191 13 4 3 Headings for Revenu Qu bec Forms Enter topic text here 13 4 3 1 Headings for RL 1 T4 TimeSaver Plus amp Enterprise Only RL 1 data is imported with T4 data refer to section Headings for T4165 for RL 1 import details 2011 ELM Computer Systems Inc 192 T4 TimeSaver User Guide 13 4 8 2 Headings for RL 2 T4 TimeSaver Plus amp Enterprise Only Cell A1 must contain R2 Heading LASTNAME FIRSTNAME INITIAL ADDRESS ADDRESS2 CITY PROV POSTAL COUNTRY SOURCE 1 BENEFICIARYNUM ANNUITY BENEFIT OTHERPAYMENT REFUNDRRSPSPOUSE DEATHBENEFIT REFUNDRRSPUNDEDUCTED REVOCATION OTHERINCOME DEDUCTION TAX INCOMEAFTERDEATH LIFELONGLEARNING TAXPAIDAMOUNT SIN SIN2 HOMEBUYER REPORTCODE Description Recipient last name Recipient first name Recipient middle initial Address line 1
130. come Box K Foreign income tax on non business income Box L Cost base adjustment of capital interest Box M Consolidation Indicator Currency Code Currency Currency Currency Currency Currency Currency Currency Text 1 Blank 1 2 Currency Currency Currency Currency Currency Currency Text 1 Blank C Text 3 2011 ELM Computer Systems Inc Appendices 205 13 4 8 7 Headings for RL 17 T4 TimeSaver Plus amp Enterprise Only Cell A1 must contain R17 Heading LASTNAME1 FIRSTNAME1 INITIAL1 ADDRESS1 ADDRESS2 CITY PROV POSTAL COUNTRY YEAR SIN REFERENCENUMBER DEDUCTION INCOMEYEAR INCOMESTAY ALLOWANCEYEAR ALLOWANCESTAY DAYSOUTSIDE PERIODSOUTSIDE DATEDEPARTURE DATERETURN FOREIGNCOUNTRY SLIPSTATUS TEXTATTOP EMAILADDRESS Description First recipient last name First recipient first name First recipient middle initial Address line 1 Address line 2 City Province code Postal code including space Country in address Year Social insurance number Employer reference number 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 Name of foreign country box J Status of slip Optional text to print at top of slip Recipient
131. concern when using the Quick Print button to send reports directly to your printer as this will use T4 TimeSaver s own printing functions and bypasses Adobe Reader Follow these steps to turn off scaling in Adobe Reader 1 Click on the File menu in Adobe Reader 2 Click on the Print option 3 About 2 3 of the way down there is an option referring to page scaling ensure that this option is set to None 4 Data should now fit in the appropriate fields throughout the form 2011 ELM Computer Systems Inc 86 T4 TimeSaver User Guide 9 2 Validating Data WE Start Page JWS Validate Data X Companies a der Clear All 7 Sample Company Sample Company Curent Company User Defined Groups 1 selected E Display and process in selection sequence Retum Types Filing Options Setup Processing TH Den immo sl T4A m Slip status O Original em semassasi Ems Fose NR4 T4ANR Validation Options Set Output Folder T1204 Critical error report Refresh Data Show only the first 20 critical eror messages V Show XML schema error messages Close Warings report 7 Show validation wamings report Show only the first 20 waming messages Validation Report for CRA Submissions 43 Start Page JWS Validate Data Companies Clear All V Sample Company Sample Company Current Company x Use
132. d Do you wish to proceed with the database structure check Database C Users Peter Rhebergen Documents T4 TimeSaver NET 2010 Data Demo T10N T4 TimeSaver Database Update rm After the update is completed you may be notified that because of changes to T4 TimeSaver the current database must be updated before it can be used Ensure that no other users have this database open 2011 ELM Computer Systems Inc Getting Started 25 2 2 1 1 2 3 before proceeding Once you click Next you will be encouraged to make a backup of your database before continuing Although optional a backup is recommended Backups can be secured by a password if so make note of the password as we cannot recover a lost password Check Database Structure AL It is highly recommended that the database be backed up before proceeding Eminem diy Please select a folder and a file name for the backup T4 TimeSaver Folder em2 e Users STEPHEN t4n Backups a Database Update File Name Demo 2010 10 01 02 21 24 ZIP Use maximum 2 Password Confirm password compression Slower MIN Receiving Updates If you provided a valid email address with your order you will receive email notifications whenever a significant update to T4 TimeSaver is released Updates will be sent by Canada Post to all clients purchasing the Update Mailout Service option 4 on the order form If you
133. d Original Relev Numbers Revenu Qu bec requires that amended RL slips show the relev number o of the original slip Because you are printing amended slips which have previously been assigned relev numbers by T4 TimeSaver you have a choice You can either print the system assigned numbers in the Num ro du relev original boxes by selecting Yes or if you have manually entered the original numbers on the slips you can print them instead by selecting No Select Yes to print the system assigned original numbers or No to print the numbers you entered on the slips Cv Ji The dialogue above will be displayed when one or more amended slips are included in the slips to be 2011 ELM Computer Systems Inc Producing Reports 91 9 4 printed If you answer Yes at this dialogue all amended slips printed will be assigned a new serial number as well as any original slip not already assigned a serial number The dialogue below will be displayed if amended slips have been printed and you have chosen to re assign serial numbers to amended slips only Save Original Relev Numbers Im Do you want to save the original relev numbers that printed on the amended slips Answering Yes at this dialogue will save the serial number for amended slips in the Original Relev Number field of the slip s data entry screen Many Relev slips will
134. d at deregistration box 26 Other income or deductions box 28 Income tax deducted box 30 Amounts received at death box 34 HBP withdrawal box 27 Type max size Text 30 Text 12 Text 1 Text 30 Text 30 Text 28 Text 2 Text 10 Text 3 Text 1 Comments Examples amp Defaults Required field CAN USA etc O Original A Amended or C Cancelled Integer 4 2010 Text 15 Text 15 Yes No Yes No Text 12 Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency 2011 ELM Computer Systems Inc 182 T4 TimeSaver User Guide Heading Description Type Comments max Examples amp size Defaults TRANSFERS Transfer on breakdown of marriage box 35 Currency TAXPAID Tax paid amount box 40 Currency TEXTATTOP Optional text to print at top of slip Text 15 EMAILADDRESS Recipient email address Text 255 T4 TimeSaver Enterprise only OKTOEMAILSLIP Permission granted to email slip Yes No Yes T4 TimeSaver Enterprise only COMPANY NAME1 Name of company associated with the slip Text 30 T4 TimeSaver Enterprise only 2011 ELM Computer Systems Inc Appendices 183 13 4 2 14 Headings for T5 T4 TimeSaver Plus amp Enterprise Only Cell A1 must contain T5 RL 3 data is imported with T5 data see bottom of table for RL 3 specific fields Heading NAME1 NAME2 LASTNAME1 FIRSTNAME1 INITIAL1 FIR
135. d into a field will overwrite existing 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 Even though you may not find a Save button on any T4 TimeSaver data entry screen data will be saved as it is entered and the cursor moved to any other field Once you have competed data entry on any given form you can safely close the form by clicking on the Close button 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 Contents or Search tabs to access the desired topic Links to related topics are provided for your convenience You can also access the help files from the Help 391 menu Selecting Contents or Search opens the Help to the Contents or Search tabs respectively The Internet sites submenu lists a number of Internet sites that may prove helpful During a technical support session our staff may ask you to supply a copy of your database To send a copy of your database select Send E mail to Technical Support from the Help 39 menu Your default email program will start at which point the database can be sent as an attachment Use the Diagnostics entry of the Help 391 menu to find out where the database is located Please rest assured that data sent to ELM Computer Systems will be treated with the strictest of confidence and will n
136. d location of PDF copies of printed slips and summaries for this company You may use one location for all companies or set up a different folder for each company Click the Browse button to set the location Browse For Folder x Select PDF Folder for Crystal Clear Accounting d285e762266924c9404674 8 HP LaserJet 3600 k Intel k MyWorks d orderpro2 3 Program Files k Tax Data Default Data E jj PDF Output L Crystal Clear Select an existing folder or use the Make New Folder button to create a folder for this company Account Information User the fields in this section to hold the Account Number and Business Number for various return types Quebec Enter the Quebec Enterprise Number NEQ and the Identification and File number for the company if you will be submitting any Quebec forms Adjustment Options With T4 TimeSaver you have the flexibility of customizing your method of adjusting CPP and EI 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 1261 page in the Setup menu See Contribution Rates and Constants 134 for the 2010 CPP QPP El amp QPIP rates You may make any changes required for this particular company by simply typing in the correct information For further information see Adjusting T4s 74 2011 ELM Computer Systems Inc 56 T4 TimeSaver User Guide
137. detailed or summary Adjustment Report Sort slips by Choose the order in which you wish the slips to print from the given options 2011 ELM Computer Systems Inc Producing Reports 95 9 6 Refresh Data Use this button to incorporate any additions deletions or changes made to the company list or changes made to individual slips since the Printing Adjustment Report window was opened 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 the corresponding 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 43 Start Page 52 Print TA Edit List X Companies Select Clear Al Sample Company Sample Company Current Company gt J User Defined Groups Save As Exception Ping Status 1 selected Display and process in selection sequence Fields Options Name Sort slips Nam ucc A E by 7j n Selected Year Layout Table Refresh Data Pensionable weeks Clear 10 Province employ Orientation Portrait 12 51 14 Income Paper Size Letter X Cose 16 CPP 17 QPP Margins Normal 5 18 El Right 1 20 RPP contributions 22 Income tax Print addresses No 24 El eamings
138. duction Release 2010 1 1 112 1 The federal partnership forms processing now uses the new 2009 forms which take into consideration the new partnership account numbers There is now a dedicated field on the company information screen for the partnership account number 2 The summaries for RL 1 RL 2 RL 3 RL 8 RL 25 as well as the the summary and schedules for the RL 15 can now optionally be printed in French March 15 2010 Pre Production Release 2010 1 1 110 1 All rates and constants have been updated for the 2010 taxation year 2 Data may be rolled forward from 2009 T4 TimeSaver 3 Forms printing XML output is in 2009 format but may be used for filing 2010 returns 4 User settings may be imported from last year s T4 TimeSaver by selecting Import User Information from Last Year s T4 TimeSaver from the Tools menu 2011 ELM Computer Systems Inc 212 T4 TimeSaver User Guide Index 0 01 137 02 137 O3 138 04 138 05 138 06 138 07 138 08 139 09 139 u s 10 139 11 139 12 139 13 139 14 140 About 11 Accessing Last Year s Data 122 Add Company 40 Add Slip 29 40 Adding Features 17 Adding Slips 64 Adjust T4 RL1 61 Adjusting T4 Slips 74 Adjustment Options Company 55 Adjustment Options CPP QPP 56 Adjustment Options El 57 Adjustment Options Global 115 Adjustment Options PPIP 57 Adjustment Options Setting 74 Adjustment Report Printing 94 Adjustment Defaults 126 Adjustment Othe
139. e 471 chosen to store the resulting company Changes made using this tool cannot be reversed 11 2 Transfer Companies Start Page d Transfer Companies v x Companies C aeara Z Sample Cor Sample Company EE ETE Current Company J User Defined Groups Save As Exception Filing Status 1 selected Display and process in selection sequence Destination Database Options Browse Remove companies from source after transfer 2011 ELM Computer Systems Inc Using Tools to Manipulate Data 115 Use the Transfer Companies function to transfer one or more companies from the current database to another database Set the destination database by selecting any existing database Indicate which company ies you wish to transfer using the Select Unselect Select All and Unselect All buttons As companies are added to the transfer list they will be displayed in the box on the right Options Remove companies from source after transfer If this option is checked information for the transferred companies will exist only in the destination database it will be removed from the source database If this option is not checked information for the transferred companies will exist in both the source database and the destination databases 11 3 Global Changes 11 3 1 Adjustment Options i Start Page Changes Adjustment Optic X Companies SS _ Clear Al Sample C
140. e If you enter the extension it must be T10N If no extension is entered the extension will default to T10N 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 before the new database is created Once the database has been created you must create a company s order to begin entering data 3 3 Closing a Database T4 TimeSaver Basic Plus amp Enterprise Only 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 database 2011 ELM Computer Systems Inc 48 T4 TimeSaver User Guide 3 4 Convert Database T4 TimeSaver Basic Plus amp Enterprise Only When you open a TO9N T4 TimeSaver database you will asked if you wish to convert the database into the 2010 format In the Convert Database dialogue you will have the option to set all dollar values to zero and initialize CPP and El exemption options a Convert Last Year s T4 TimeSaver Datal remm Options Initialize fields zero amounts remove Amended etc Clear CPP Exempt boxes Clear Do not adjust CPP boxes Clear
141. e As Creates a user defined group prompting the user for a descriptive name e Delete Deletes the current group e Exception Lists all companies not currently belonging to any group Windows Menu Windows Menu Windows Help Close All 1 Start Page 2 Company 3T4 RL 1 From the Windows Menu the user can see all windows currently open in T4 TimeSaver and switch between them The currently active window will be indicated by a check mark and any window can be chosen by clicking on it Close All Closes all currently open windows in T4 TimeSaver leaving T4 TimeSaver running Used when functions such as database repair ask to close all open windows Help Menu Help Menu Help Developer Contents Ctri F1 Search Partnership Forms Quick Start Guide PDF T4 TimeSaver User Guide PDF Excel Import Templates XLS Reset Quick Tips Reset Report and XML Messages Technical Support Options Send Email to Technical Support Send Error Log to Technical Support Check for Program Update Internet Sites 4 Diagnostics About Contents Displays a list of all help topics Search Search the help file for specific words or phrases Partnership Forms Quick Start Guide Displays a brief guide to processing Partnership forms Plus amp Enterprise 2011 ELM Computer Systems Inc 40 T4 TimeSaver User Guide 2 7 T4 TimeSaver User Guide Displays an electronic copy of this document Excel
142. e to be overwritten by the file containing your data making your import data available to all other users of T4 TimeSaver as well as permanently deleting the Excel templates 11 5 Import User Information from Last Year s T4 TimeSaver T4 TimeSaver Plus amp Enterprise Only Available only to the System Administrator The Import User Information from Last Year s T4 TimeSaver function allows the system administrator to import 2009 T4 TimeSaver Original and 2009 T4 TimeSaver user settings into the 2010 T4 TimeSaver 3 Start Page lt Import User Settings Xx A This function is used to import user and settings information from last year s T4 TimeSaver Import user and settings information from the following version of T4 TimeSaver 9 T4 TimeSaver NET 2008 Import User T4 TimeSaver 2008 Original Settings If you are unsure which version of T4 TimeSaver you used last year then please read this Start last year s T4 Timesaver Select Help from the main menu and then About ff the title is About T4 TimeSaver then you have T4 TimeSaver Original If the title is T4 TimeSaver NET then you have T4 TimeSaver NET w wasan The first screen will present a choice between importing 2009 T4 TimeSaver Original or 2009 T4 TimeSaver user settings and also gives instructions on how to determine which T4 TimeSaver version you were using in 2009 UE Start Page veg Import User Settings v x You have chosen to import user na
143. eading LASTNAME FIRSTNAME INITIAL ADDRESS1 ADDRESS2 CITY PROV POSTAL COUNTRY SLIPSTATUS YEAR SIN SPOUSESSIN TAXABLE CONTRACT DECEASED DEREGISTRATION OTHERINCOME EXCESS SPOUSALRRIF INCOMETAX DATEDEATH TRANSFERS TAXPAID TEXTATTOP EMAILADDRESS Description Recipient last name Recipient first name Recipient middle initial Address line 1 Address line 2 City Province code Postal code including space Country in address Status of slip Year Canadian social insurance number box 12 Spouse s Canadian social insurance number box 32 Taxable payments received box 16 Contract number box 14 Amounts received at death box 18 Amounts received at deregistration box 20 Other income or deductions box 22 Excess amount box 24 Yes if spouse is a contributor box 26 Income tax deducted box 28 Date of annuitant s death box 30 Transfer on breakdown of marriage box 35 Tax paid amount box 36 Optional text to print at top of slip Recipient email address Type max size Text 30 Text 12 Text 1 Text 30 Text 30 Text 28 Text 2 Text 10 Text 3 Text 1 Integer 4 Text 15 Text 15 Currency Text 12 Currency Currency Currency Currency Yes No Currency Date Currency Currency Text 15 Text 255 Comments Examples amp Defaults Required field CAN USA etc O Original A Amended or C Cancelled 2010 Mmm dd yyyy Ex Apr
144. ected Display and process in selection sequence Summaries to be Changed New Contact Information New Certification Information Select All 7 NR4 Change 1 Change 7 T4 eer J F T4A Change Change T4ANR Change Change T4AP T4ARCA Change Change FI Change Change T1204 7 2202 7 T5013 7 T5018 F R1 R2 R3 R8 Close Use the Global Changes Contact Information tool to modify the contact information on the summaries of any or all return types that exist for any or all companies in the current database Selected companies will appear in the box on the right The return types to which the changes will be applied can be selected from the table at lower left Updated contact and certification information can be entered as appropriate in the fields under the headings New Contact Information and New Certification Information Clicking on Apply will apply the changes to all selected companies and return types Changes made using this tool can not be reversed 11 3 3 Slip Information WE Start Page H Global Changes Slips X Companies v li dues Soe Current Company J User Defined Groups Save As Exception fipa Sion 1 selected L Display and process in selection sequence Slips to be Changed Options Select All NR4 RC Changetaxyearto 2222 7 T4 R2
145. ection The following shows the results of dragging the T4 form to the left side of the screen File Edit View Company Forms Reports Setup Windows Help ABC Accounting z io G gt 2045 a T4 a T4 Summary ug T4A Summary X T4 Statement of Remuneration Paid mI TA Summary Summary of Remuneration Paid Sumame FirstName Initial SMITH Steve For year ending December 31 Address Total numberof T sipsfied 88 5 Province Employment income 14 pa ETT Registered pension plan RPP contributions 20 Entered Adjusted Employment income 14 36 000 00 36 000 00 icone asas Employee s CPP contributions 16 2 980 00 Employee s QPP contributions 17 00 0o G d mem ployer s CPP ntributions ZEE 1 Once the screen has been split you may move forms from one side to the other or between top and bottom sections by clicking on the tab for the form and dragging it to the desired location The screen may also be split further if desired 2 11 Input Conventions The decimal point should be used when entering cents Where no decimal point is entered T4 TimeSaver will assume an even dollar amount and display zero cents when the cursor is moved to the next data entry field Pressing the Tab or Enter keys will move the cursor to the next data entry field in sequence 2011 ELM Computer Systems Inc Getting Started 43 2 12 New data entere
146. ectronic information return you must provide the following information Note Do not enter dashes or spaces in the Account Number Note Your Web Access Code contains letters which are identified with an asterisk and must be entered in the same case as they appear on the correspondence you have received The Web Access Code and your Account Number are printed on the File Your Information Returns Electronically letter Continue to step two Date Modified 2011 01 10 You will be prompted to enter Top of Page Important Notices e the Account Number of the company for which you are filing an Internet return and e the Web Access Code of that company If you are submitting returns on behalf of multiple companies you would enter e your company s Account Number and e your company s Web Access Code Notes on the Account Number and the Web Access Code e The Account Number and the Web Access Code are not interchangeable they are two different numbers of two different formats used in two different capacities Contact the CRA at 877 322 7849 if you have not received your Account Number or Web Access Code by the time you are ready to submit an electronic return e While the Account Number and Web Access Code are used to grant access to the Internet filing website they do not serve to identify the entity submitting the XML file identification information is contained within the XML file and is taken fro
147. ed into the company indicated in the Company Name1 column 12 Click Import What happens T4 TimeSaver adds the slip data to the company you indicated If there are already slips of this type in the company the imported data will be added after the existing slips A summary for the return will be created or updated as required For example if you have a company with 10 T4 slips and you import a list of 15 more T4 slips T4 TimeSaver updates the T4 summary with the totals of all 25 slips Add Update Options T4 TimeSaver Enterprise Only T4 TimeSaver Enterprise enables data import at a far more granularly than lower T4 TimeSaver versions Using T4 TimeSaver Enterprise it is possible to import data into an existing company without overwriting all the data for that company Add Update Option Add new slips to the database Data for the slip in question will be added to the data existing in T4 TimeSaver Enterprise as a new slip If the slip already exists in the T4 TimeSaver database it will be overwritten Add Update Option Update existing slips based on linking field This option will update existing data in the T4 TimeSaver Enterprise by use of the linking field The linking field can be any field that is unique to each recipient such as SIN During the import existing data for the recipients indicated by the linking field will be updated with the data appearing in the import file If no existing recipient is found matching the linking field
148. ed when using the Global Changes Adjustment Options 115 tool to change adjustment options for all companies in the database Disable T4 RL 1 adjustments for this company When selected this option will disable adjusting T4 and RL 1 slips for the current company Net Pay Use this screen to indicate how Net Pay should be displayed for the current company Check the checkbox if you do not wish the net pay to display at all If you do wish to display the net pay decide between whether or not to include taxable benefits in the net pay calculation Net pay will always include the standard deductions of CPP QPP El PPIP Income Tax Pension Plan Contributions Charitable Donations and Union Dues Note that the Standard Deduction includes both provincial Qu bec and federal taxes Taxable Benefits will be the sum of all boxes representing taxable benefits Other deductions if there are any must be entered manually to arrive at the appropriate figure for Net Pay You can switch between these two methods of calculating the Net Pay by selecting the appropriate option US Start Page 3 Company X Company Setup Demo Company 1 General 2 Adjustment Options 3 Net Pay These settings determine how net pay is displayed on T4 slips Net Pay 7 Dont display net pay Calculate net pay as employment income less Standard deductions Standard deductions taxable benefits Standard deductions are CPP QPP El PPIP
149. egal sized paper Margins Select one of the following margin options Normal Top and Bottom 1 Left and Right 1 Narrow Top and Bottom 0 5 Left and Right 0 5 Moderate Top and Bottom 1 Left and Right 0 75 Wide Top and Bottom 1 Left and Right 2 Printing Company Summary A Company List is a listing of the companies in the current database with the number of active and inactive slips of each type Select Company Summary from the Reports menu to generate this report A dialog box will open which will allow you to select which companies to include and other options 2 83 Start Page Vad Print Company Summary Xr E Select Clear AL V Sample Company Sample Company Current Company zj User Defined Groups Save As Exception Filing Status 1 selected Display and process in selection sequence Fields Options Sort companies As shown above L Preview Print Business No Selected Quebec Ent Number NEQ Table Refresh Data Identification number Que _ Clear Category Orientation Portrait Y Recalculate Totals RETURN INFORMATION n Retum Type Paper Size Letter X Close J Riling status O Active Margins Normal J Inactive Entered Top 1 Left 1 Bottom 1 Right 7 Checked Print addresses No Filed k Slips Printed 52 Select one of the options from the drop down list All Co
150. eld and confirm the password in the Confirm Password field Passwords can be a combination of any letter number or symbol to a maximum length of 30 characters Passwords are case sensitive NOTE Record your password and store it in a secure location as the backup file will no longer be accessible if the password has been lost and it will not be possible for ELM to recover the password for you Use Maximum Compression While all backup files are compressed if this box is checked the backup file will be created with maximum compression This will cause the backup s to take up less storage space While this will slow down the backup and restore process somewhat it is useful if you need to create the smallest backup file possible Once all the settings have been configured to your satisfaction you can click the Finish button to create your backup If any users have the database open at their workstation the backup will not be successful The Restore Dialogue Restore a Please select a file to restore Restore this file 4 TimeSaver Data Restore Restore to path F Users PETER TAN Data s File name TOSN lt You may restore the file to a different file name if there is a password for this Backup file type it here Restore this file Enter the folder and filename you used when creating the backup see above You can use the button at the end of the field to browse folders for backup files
151. electronic filing submission may contain only one CD or DVD It may contain a single return type and it may contain returns for only one company If you have multiple submissions each submission must be submitted in a separate envelope Multiple envelopes may be taped together for simplified mailing Submissions should be sent to Direction g n rale du traitement et des technologies Revenu Qu bec 3800 rue de Marly secteur 2 2 0 Qu bec Qu bec G1X 4A5 Telephone 418 659 1020 or 1 866 814 8392 Fax 418 646 0713 Email edi Revenu Qu bec gouv qc ca 5 Do not send Revenu Qu bec paper copies of any returns that have been filed electronically 6 If corrections need to be made to a submission that has already been sent to Revenu Qu bec contact the department above for further information Using Serial Relev Numbers in Electronic Returns The Revenu Qu bec assigns serial numbers to filers of electronic returns as opposed to paper returns where serial numbers are assigned to ELM Computer Systems and re distributed among T4 TimeSaver users You have the option to set the electronic serial number by using the Set Serial Number button on the Electronic Filing screen for the Relev in question simply click on this button and you will be able to enter the appropriate serial number from the range assigned to you by the Revenu Qu bec Relev slips will display two serial numbers e The top serial number is associated with the magne
152. elled 1 2 3 4 or 5 000000000 000000000RP0000 T00000000 2011 ELM Computer Systems Inc 164 T4 TimeSaver User Guide FOOTNOTE1 FOOTNOTE2 FOOTNOTE3 OTHERCODE1 OTHERAMOUNT 1 OTHERCODE2 OTHERAMOUNT2 OTHERCODES3 OTHERAMOUNTS OTHERCODE4 OTHERAMOUNT4 OTHERCODE5 OTHERAMOUNTS5 OTHERCODE6 OTHERAMOUNT6 ITCCODE EMAILADDRESS OKTOEMAILSLIP CAPITALGAINSP2 CAPITALGAINSP3 CAPITALGAINS_EP2 CAPITALGAINS_EP3 INSURANCESEGLOSSE SP2 INSURANCESEGLOSSE SP3 FOOTNOTE1 FOOTNOTE2 FOOTNOTES Other code 1 Other amount for code 1 Other code 2 Other amount for code 2 Other code 3 Other amount for code 3 Other code 4 Other amount for code 4 Other code 5 Other amount for code 5 Other code 6 Other amount for code 6 Investment tax credit code Recipient email address T4 TimeSaver Enterprise only Permission granted to email slip T4 TimeSaver Enterprise only Period 2 capital gains Period 3 capital gains Period 2 capital gains eligible for deduction Period 3 capital gains eligible for deduction Period 2 insurance segregated fund capital losses Period 3 insurance segregated fund capital losses Text 30 Text 30 Text 30 Currency Currency Currency Currency Currency Currency Text 1 1 2 3 4 5 6 7 Text 255 Yes No Yes Currency Currency Currency Currency Currency Currency 2011 ELM Computer Systems Inc Appendices 165 13 4 2 6 Headings for T4
153. email address T4 TimeSaver Enterprise only Type max Comments size Examples amp Defaults Text 30 Required field Text 12 Text 1 Text 30 Text 30 Text 28 Text 2 Text 10 Text 3 CAN USA etc Text 1 2010 Text 9 Text 15 Currency Currency Currency Currency Currency Integer Integer Date Mmm dd yyyy Ex Apr 1 2010 Date Mmm dd yyyy Ex Apr 1 2010 Text 20 Text 1 R Original A Amended or D Cancelled Text 15 Text 255 2011 ELM Computer Systems Inc 206 T4 TimeSaver User Guide Heading Description Type max Comments size Examples amp Defaults OKTOEMAILSLIP Permission granted to email slip Yes No Yes T4 TimeSaver Enterprise only COMPANY NAME1 Name of company associated with the slip Text 30 T4 TimeSaver Enterprise only 2011 ELM Computer Systems Inc Appendices 207 13 4 3 8 Headings for RL 25 T4 TimeSaver Plus amp Enterprise Only Cell A1 must contain R25 Heading Description Type Comments max size Examples amp Defaults NAME1 Beneficiary name line 1 type 3 4 amp 5 Text 30 Required field NAME2 Beneficiary name line 2 type 3 4 amp 5 Text 12 LASTNAME1 First beneficiary last name type 1 2 amp 6 Text 30 Required field FIRSTNAME1 First beneficiary first name type 1 2 amp 6 Text 30 INITIAL1 First beneficiary middle initial type 1 2 amp 6 Text 1 LASTNAME2 Second benefi
154. employee can be produced for the T4 slips To generate this report select T4 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 See Setting Adjustment Options 741 for further information See Contribution Rates and Constants 132 for the 2010 CPP QPP EI amp QPIP values US Start Page JWS Print Adjustment Report x ies Select Clear All Sample Company Sample Company Current Company J User Defined Groups Filing Status 1 selected Display and process in selection sequence Rue Boden Fat Detail Summary Detail report Adust Sips lt Sort slips by Name gt ss Undo Adjustments mr Close Companies Select one of the options from the drop down list All Companies print the slips for all companies in the current database Current Company print the slips for only the current company Most Recently Used print the slips for companies most recently included in any report Selected print the slips for selected companies The companies that match the selection you have made will be listed in the box on the left If you chose Selected click on the box beside each company you wish to select to put a check mark in the box and to have the company name appear on the list on the right Options Detail Summary Select whether you want a
155. ems Inc T4 TimeSaver User Guide Part VII Part VIII 1 2 Part IX 4 Part XI 1 Oo Entering Summary Form Information 76 Partnership Forms Plus amp Enterprise Versions Only 80 Ion 81 BIS ann nn S T Su a SASS ned edie any va sas eR evade eg UE 83 Producing Reports 85 A Note on Printing Reports LULU asas uL uen uie 85 AVE LIT ELU Le AE LE SR RP ee PC EE 86 uris RSR PR PR PP 87 Using Serial Relev Numbers RL Slips 90 Printing Summary Reports ed ieu u u u u u J J 91 Printing Adjustment Reports 94 Printing Edit List Reports uuu pasu 95 Printing Company Summasry u u u 96 Printing Company Filing Status sn 97 Electronic Filing 100 Electronic Filing Preparation J J J enne nennen nnns 100 Instructions for CRA Returns bone cedes De teda u acne ce a J 104 Internet Filing t0 CRA uu 105 Instructions for Returns siennes 109 Using Serial Relev Numbers in Electronic Returns nee 109
156. ent Slips Reports Menu Basic More Company Summary Company Filing Status Reports Menu Plus Company Statistics More Reports Menu Enterprise The Reports Menu is used to prepare the various information slips for printing Clicking on a form will display all reports available for that form Validate Data Before Filing Federal Validates entered data against the CRA schema prior to electronic filing Validate Data Before Filing Quebec Validates entered data against the Quebec schema prior to electronic filing Company Summary Basic Plus amp Enterprise Validates data against the CRA schema prior to electronic filing Partnership Federal Plus amp Enterprise Prepare Federal Partnership forms for printing Partnership Quebec Plus amp Enterprise Prepare Quebec Partnership forms for printing E mail Recipient Slips Enterprise Email recipient copies to recipient s email address Company Filing Status Enterprise Opens the Filing Status window by which the filing status of 2011 ELM Computer Systems Inc Getting Started 37 2 6 8 1 information returns for any company can be reported More Select this item to display the Configure Database 49 dialogue which will enable you to enable amp disable forms within the current database As with the Forms Menu sr T4 TimeSaver be generate reports for the following information slips e Canada Revenue Agency CRA NR4
157. ents for electronic filing this field is limited to 30 characters Address line 2 Enter the second line of the recipient s address if applicable Due to CRA requirements for electronic filing this field is limited to 30 characters City Province Enter the city and province of the recipient s address Due to CRA requirements for electronic filing the city field is limited to 28 characters and the province field is limited to 3 characters Valid province names are selectable from the list displayed by double clicking the arrow icon beside the province field 2011 ELM Computer Systems Inc Entering Slips 67 5 5 2 Postal code Country Enter the postal code and country of the recipient s address Due to CRA requirements for electronic filing the postal code field is limited to 10 characters to allow for both Canadian postal codes and USA zip codes and the country field is limited to 3 characters Valid country names are selectable from the list displayed by double clicking the arrow icon beside the country field Tax Year Enter the taxation year to which the slip applies Due to CRA requirements for electronic filing the tax year field is limited to 4 characters S I N Enter the recipient s social insurance number Due to CRA requirements for electronic filing the S I N field is limited to 17 characters On some forms where the recipient has been identified as a corporation you may be required to enter
158. enu and browse to the path and folder that contains the database Select or type the name of the database to be opened in the File name field You can open databases with the following filename extensions TOON Previous year s 2009 T4 TimeSaver database T10N Current year s 2010 T4 TimeSaver database If you attempt to open a TO9N T4 TimeSaver database you will be asked if you wish to convert the selected database into the 2010 T4 TimeSaver database format If you respond Yes a new database will be created containing all of the company and employee information in the source database The source 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 likely cause is that no database has been opened in T4 TimeSaver You can only create a company or enter company information when a database is open Likewise you will only be able to enter forms once a company has been created Special Instructions for T4 TimeSaver Lite You will also use the OPEN DATABASE option to convert a 2009 T4 TimeSaver Lite database to the 2010 T4 TimeSaver Lite format Use the OPEN DATABASE option of the FILE menu and browse to the location of your 2009 T4 TimeSaver Lite database You will then enter the Database Conversion 122 process To determine the location of your 2009 T4 TimeSaver Lite database open the 20
159. er are the result of suggestions made by our clients If there is a form or feature you would like to see added to T4 TimeSaver please call or send us an email to tell us about it Although we will give each suggestion our careful consideration we cannot promise that every suggestion will be incorporated into a future release of T4 TimeSaver To all of you who have provided suggestions over the years Thank you for your help in making T4 TimeSaver the finest information slip preparation software available in Canada 2011 ELM Computer Systems Inc 18 T4 TimeSaver User Guide 1 5 1 6 License Agreement T4 TimeSaver program is owned by ELM Computer Systems Inc ELM Computer Systems grants you the registered user a nonexclusive nontransferable license to use the program You are expressly prohibited from distributing the program with its authorization code to any third party 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 conditional 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 wr
160. ers a b c z Upper case letters A C Z Numbers 0 1 2 9 Special Characters amp _ Each user name is associated with a corresponding user profile which contains the settings current database screen layout print destination amp etc associated with the user Each user can establish their own preferences and default values by selecting User Settings 1301 from the Setup 351 menu Upon installation T4 TimeSaver Plus and Enterprise will create the ADMIN user account The ADMIN user account has access to high level maintenance and administrative functions we recommend you configure a password for this account to prevent unauthorized use of this account We may not be able to recover a lost password for you please store the ADMIN password in a secure location Main Menu 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 or by holding down the ALT key at the same time you depress the underlined letter of the desired menu item Each menu has a submenu of functions relating to the menu name Any menu or submenu item that is greyed out is not currently available File Edit View Company Forms Tools Setup Reports Windows Help Any menu or submenu item that is greyed out is not currently available Some menu items lead to options that are not available in al
161. es No Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Text 30 Text 30 Text 30 Currency Text 15 Comments Examples amp Defaults For net pay calc 167 2011 ELM Computer Systems Inc 168 T4 TimeSaver User Guide 13 4 2 7 Headings for TAA T4 TimeSaver Plus amp Enterprise Only Cell A1 must contain T4A Heading LASTNAME FIRSTNAME INITIAL ADDRESS1 ADDRESS2 CITY PROV POSTAL COUNTRY YEAR SLIPSTATUS SIN RECBN RECIPIENTNO CORPNAME 1 CORPNAME2 SUPER LUMPSUM SELF TAX ANNUITIES RETIRING RETIRINGNON OTHER PATRONAGE PAST Description Employee last name Employee first name Employee middle initial Address line 1 Address line 2 City Province code Postal code including space Country code Year Status of slip Social insurance number box 12 Recipient Business No box 13 Recipient s number box 14 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 Non eligible retiring allowances box 27 Other income box 28 Patronage allocations box 30 RPP contributions past service box Type max
162. even if the Prompt for each client folder option is not selected Separate PDFs for each copy number Check this box to create a PDF file for each copy or company selected Leave unchecked to create a single PDF file The Separate PDFs for each copy number will be selected automatically if Save in Client folders has been selected Prompt for output folder Check this box to have the program prompt you for the location of the PDF files to be saved If you are printing slips for a single company the folder you choose will be saved and the next time you print the slips for the same company you will be prompted with the same location You will be prompted for the output folder regardless of whether a folder has been assigned on the company record 2011 ELM Computer Systems Inc 90 T4 TimeSaver User Guide 9 3 1 Quick Print Prints the selected slips to the default printer without previewing the PDF The default printer is set using your Windows Control Panel Preview Print Creates the slips in PDF format and displays them in Adobe Reader or Adobe Acrobat The PDF files will be automatically saved according to the PDF File options selected Press the Print button from within the Adobe preview program to send the slips to the printer Refresh Data Use this button to incorporate any additions deletions or changes made to the company list or changes made to individual slips since the Print window was opened Adjust M
163. funded for the price difference including taxes between the version you have and the version you are changing to Shipping charges cannot be refunded on returns Databases are fully interchangeable between T4 TimeSaver Basic T4 TimeSaver Plus and T4 TimeSaver Enterprise If you are moving to or from T4 TimeSaver Online or T4 TimeSaver Lite ELM s technicians can import the databases for you for a fee Please refer to the following chart to determine which version of T4 TimeSaver will best meet your needs 2011 ELM Computer Systems Inc Introduction 15 1 1 2 1 T4 TimeSaver Version Comparison T4 TimeSaver Version Comparison Chart 2010 Feature Ls e DUE is PN Platform Vindows Windows 1 Max number of companies KERE K Max number of slips per return EE s User User friendly data entry data entry Identify and adjust over under paid CPP QPP amp QPIP Carry information forward to subsequent years Y ei a 4 ee Free Smallbusiness use 2 Small business use Free Technical Support 9am PATRI RE phone 8pm email EST Mon Fri T4 T4A 4 T4A T5 returns 0 0050595456 5 returns minsen NR4 T4PS T4RIF T4RSP T4ANR T4A P T4ARCA T5007 T5018 T2200 T2202A T1204 Yes RL 2 RL 8 RL 17 RL 25 returns T5013 amp R15 Lun returns T3 amp RL 46 returns amp RL 16
164. g status apply only to the current return for the current company 82 Update Filing Status of Return Select the date to apply to the filing status of this return Juy 2010 8 Update the filing status of this return by clicking the button that corresponds to the status you wish to set Na required Need retum Le Status of this return is Not required Available filing status options are Not Required A return of this type is not required for the current company Need Return A return of this type is required for the current company Entered Data has been entered for this return Checked Data entered for this return has been checked Filed This return has been filed with the CRA and or Revenu Qu bec Recalculate Button Click this button to recalculate all calculated values this will also return all overridden 71 values to their calculated value Go to Slips Button Click on this button to display slips related to the currently displayed summary The data entry screen for the current summary will remain available via a tab beneath the toolbar Close Button This button closes the currently displayed summary Data will not be lost as data is saved to the database each time the cursor is moved to a new data field 2011 ELM Computer Systems Inc 78 T4 TimeSaver User Guide 2011 ELM Computer Systems Inc Part VIII NO 2010 1 TIMESAVER
165. ger 4 2010 ACTUAL Actual amount of non eligible dividends box 24 Currency TAXABLE Taxable amount of eligible dividends box 25 Currency CREDIT Dividend tax credit for eligible dividends box 26 Currency ACTUAL E Actual amount of eligible dividends box 30 Currency TAXABLE E Taxable amount of eligible dividends box 31 Currency CREDIT E Dividend tax credit for eligible dividends box 32 Currency CAPGAINS Capital gains for loses box 34 Currency OTHER Other income box 35 Currency FORFEITED Forfeited due to withdrawal box 36 Currency FOREIGNINCOME Foreign non business income box 37 Currency FOREIGNCAPGAINS Foreign capital gains or losses box 38 Currency FOREIGNTAX Foreign non business tax box 39 Currency SIN Canadian social insurance number box 12 Text 9 TEXTATTOP Optional text to print at top of slip Text 15 EMAILADDRESS Recipient email address Text 255 T4 TimeSaver Enterprise only 2011 ELM Computer Systems Inc 178 T4 TimeSaver User Guide Heading OKTOEMAILSLIP COMPANY NAME1 Description Permission granted to email slip T4 TimeSaver Enterprise only Name of company associated with the slip T4 TimeSaver Enterprise only Type max size Yes No Text 30 Comments Examples amp Defaults Yes 2011 ELM Computer Systems Inc Appendices 179 13 4 2 12 Headings for T4RIF T4 TimeSaver Plus amp Enterprise Only Cell A1 must contain TARIF H
166. h the same location You will be prompted for the output folder regardless of whether a folder has been assigned on the company record Quick Print Prints the selected slips to the default printer without previewing the PDF The default printer is set using your Windows Control Panel Preview Print Creates the slips in PDF format and displays them in Adobe Reader or Adobe Acrobat The PDF files will be automatically saved according to the PDF File options selected Press the Print button from within the Adobe preview program to send the slips to the printer Refresh Data Use this button to incorporate any additions deletions or changes made to the company list or changes made to individual slips since the Print window was opened 2011 ELM Computer Systems Inc 94 T4 TimeSaver User Guide 9 5 Adjust Margins Opens the Adjust Margins dialogue enabling you to reposition the data printed on pre printed forms to fit within the provided fields The unit of measure is inches where 0 10 represents 1 10 of an inch Positive numbers will move the print to the right horizontally or down vertically Negative numbers will move the print to the left horizontally or up vertically Go to Output Folder Pressing this button will open the folder where the PDF files will be stored Advanced Use this button to set advanced print settings Printing Adjustment Reports A report showing all the adjustments made for each
167. he filing site Business Number The Business Number entered for the company or filing entity this information is presented as a convenience only and cannot be use by T4 TimeSaver to logon to the filing site Internet Filing Page The Internet site to which you must logon in order to upload the XML submission file There is no need to submit a transmittal report T619 form with electronic returns Once the XML file has been submitted to CRA or MRQ you will be asked if you wish to print a report listing employers included in the XML file we recommend that you print this report and retain it for your records Instructions for CRA Returns The following instructions are provided here for a convenient reference For complete details see the CRA website 1 Electronic filing submissions may be made by Internet or on a media such as a CD or DVD A complete electronic filing submission contains the transmitter identification as well as the slip and summary information for each return No paper forms are required with the submission 2 Anyone making an electronic filing submission must have a Transmitter Number If you do not have a Transmitter Number contact the CRA at 1 800 665 5164 to be assigned one If you cannot obtain a Transmitter Number use the default Transmitter Number of 000000 You should be assigned Transmitter Number for the subsequent year which you should use from then on 3 Any combination of returns totalling over 50
168. he number of returns it can process T4 TimeSaver Basic can be used to prepare returns for even the largest organizations with a minimum of fuss and bother Databases created with T4 TimeSaver Basic are fully accessible by T4 TimeSaver Plus and T4 TimeSaver Enterprise T4 TimeSaver Plus Our most popular package T4 TimeSaver Plus includes all the features of T4 TimeSaver Basic but provides greater flexibility by adding expanded electronic filing multi user networking data import and partnership forms T4 TimeSaver Plus is used by more firms across North America than any other T4 TimeSaver version Databases created with T4 TimeSaver Plus are fully accessible by T4 TimeSaver Basic and T4 TimeSaver Enterprise T4 TimeSaver Enterprise T4 TimeSaver Enterprise is an enhanced version of T4 TimeSaver Plus and has been designed to meet the data entry reporting and management needs of even the largest organizations With enhanced reporting and forensic analysis capabilities T4 TimeSaver Enterprise will become THE tool of choice for professionals across Canada Databases created with T4 TimeSaver Enterprise are fully accessible by T4 TimeSaver Basic and T4 TimeSaver Plus 2011 ELM Computer Systems Inc 14 T4 TimeSaver User Guide If at any time during the 2010 tax season you find that you require a different version of T4 TimeSaver you can upgrade or downgrade to a version that better meets your needs You will be invoiced or re
169. her or not slips and or summaries have been printed It is also possible to limit this selection to a specific date range o Slips and Summaries Printed Slips and Summaries have been printed o Slips and or Summaries not Printed Slips and Summaries have not been printed Select on company category Selects companies based on their company category company category is user defined and is entered on the Company Setup screen Select companies with active slips Selects companies which have at least one active non zero slip of the type specified in the Filter applies to selection list Clear All Clears all flags set through the Filter button Select Used to choose between e All Companies All companies will be included in the tool action e Current Company Only the current company will be included in the tool action 2011 ELM Computer Systems Inc Getting Started 39 2 6 9 2 6 10 e Most Recently Used Only the most recently used company will be included in the tool action e Selected Companies Only selected companies will be included in the tool action User Defined Groups Allows the user to define a group of companies such as all companies under the authority of a specific individual and save that group for future reports The buttons in this section have the following function e Save Saves changes to the current group e Rename Renames the current group e List Lists all groups e Sav
170. hether or not you have already installed T4 TimeSaver the update you receive will contain the full installation package You can install the update in the same way you first installed T4 TimeSaver your data will not be overwritten and all user settings will be retained NOTE We strongly recommend that you confirm that a reliable data backup exists and ensure all users have exited the system prior to installing any updates Failure to do so will almost certainly result in data corruption or loss If your existing installation is a Network Administrator Install you should only have to install the update on the server as a Network Administrator installation and all TANETNODE installations will be automatically updated the next time they are started In cases where significant program changes have been made it will be necessary to run TANETNODE on all workstations you will be informed if this is required To confirm that the update has installed correctly click on the Help menu and select About A dialogue will be displayed showing the current version and its release date among other information The version information displayed should indicate the most recent installation After the update is completed you may be notified that the current database must be updated before it can be used Check Database Structure www The database must be checked before you can use it This is probably because a new version of T4 TimeSaver has been installe
171. imeSaver Plus amp Enterprise Only Cell A1 must contain TAANR Heading LASTNAME FIRSTNAME INITIAL NAME ADDRESS1 ADDRESS2 CITY PROV POSTAL COUNTRY YEAR RECTYPE SLIPSTATUS BN INCOME TRAVEL TAX REDUCTION SERVICESCITY SERVICESPROV DAYSINCANADA FOREIGNSIN SIN PROFNAME INDUSTRYCLASSCODE COUNTRYRES Description Recipient last name type 1 Recipient first name type 1 Recipient middle initial type 1 Recipient name type 3 4 amp 5 Address line 1 Address line 2 City Province code Postal code including space Country Taxation Year Recipient Code box 11 Status of slip Business Number Box 13 Income box 18 Travel box 20 Income tax deducted box 22 Reduction authorized box 23 City where services rendered Province where services rendered 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 Type max size Text 30 Text 12 Text 1 Text 30 Text 30 Text 30 Text 28 Text 2 Text 10 Text 3 Integer 4 Text 1 Text 1 Text 15 Currency Currency Currency Text 1 Text 32 Text 2 Integer Text 20 Text 9 Text 30 Text 4 Text 3 Comments Examples amp Defaults Required field Required field USA 2010 1 3 40r5 O Original A Amended or C Cancelled 1 Max of 366 USA
172. imeSaver User Guide Heading OTHER FORINC FORTAX ROYALTIES ACCRUED RESOURCE CURRENCY TRANSIT ACCOUNTNO TEXTATTOP EMAILADDRESS OKTOEMAILSLIP COMPANY NAME 1 Description 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 Accrued income Annuities box 19 J Resource allowance deduction box 20 Foreign currency code box 27 Transit box 28 Recipient account number box 29 Optional text to print at top of slip Recipient email address T4 TimeSaver Enterprise only Permission granted to email slip T4 TimeSaver Enterprise only Name of company associated with the slip T4 TimeSaver Enterprise only Additonal Headings for RL 3 fields NEEDR3 ISINTERESTSAVINGSBONDS ACCOUNTNORS TEXTATTOPRS3 Recipient needs RL 3 Is interest from Fed or Qu bec savings bonds Other ID Recipient Number RL 3 Optional text to print at top of slip Comments Examples amp Defaults Type max size Currency Currency Currency Currency Currency Currency Text 3 Text 10 Text 16 Text 15 Text 255 Yes No Yes Text 30 Yes No Yes No Text 16 Text 15 2011 ELM Computer Systems Inc Appendices 185 13 4 2 15 Headings for T5007 T4 TimeSaver Plus amp Enterprise Only Cell A1 must contain T5007 Heading Description Type Comments max size Examples amp Defaults LASTNAME Recipient last name
173. income tax pension plan contributions charitable donations and union dues Selecting a Company To switch to another company choose Select Company from the Company menu A list of all the companies in the current database will appear Highlight the desired company and press Select or double click on the company name Click on the thumbtack to keep the company list open for ease of switching between companies You can also select a company by clicking on the company name displayed in the toolbar A list of companies in the current database will appear click on the desired company 2011 ELM Computer Systems Inc 60 T4 TimeSaver User Guide 4 3 4 4 File Edit View Company Forms Tools Setup Reports Windows Help Demo Company m s PA Start Page Getting Started NEW Database C Users Peter Rheberge Create a new database Open an existing database Program Update Automatic checking is OFF Check for program update now Turn automatic checking ON View version history notes Go to downloads page select dese Search and Filter Editing Company Information You can edit the company information by selecting Edit Company Information from the Company menu You can add any missing information or change any information entered previously in any or all of the three sections See Creating a Company 5 for details
174. indows 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 8 Network Administrator Installation and or TANETNODE installation don t appear to be working properly 139 9 T4 TimeSaver says that the database is the wrong type or format 139 10 When importing from Excel get a message indicating that some data is invalid or some cells contain data in the wrong format 139 11 When I run TANETNODE EXE get 2869 error 134 12 When install or update T4 TimeSaver get a 2229 error 135 13 When install or update T4 TimeSaver get 2755 error 135 14 When enter the Business Number or the Social Insurance Number or any other fixed length number l cannot enter all the characters 1401 Other Problems 140 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 enter the number of pensionable weeks 2011 ELM
175. ippi 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 2011 ELM Computer Systems Inc 150 T4 TimeSaver User Guide 13 4 Headings for Import Files T4 TimeSaver Plus amp Enterprise Only 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 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 sh
176. ips that have not been amended for the selected companies Amended Slips Only print only the amended slips for the selected companies Canceled Slips Only print only the canceled slips for the selected companies Options Group output by Choose to group the slips by copy number or by company Print this date Check this box and enter the desired date to print the date on the summary automatically 2011 ELM Computer Systems Inc Producing Reports 93 Print nil summaries also Check this option to print inactive nil forms These are summaries that have all dollar values set to zero These summaries will not print unless this option is checked Print test pattern Check this box if you wish to test alignment settings for the selected form French instructions on copy 2 3 Check this box to print recipient filing instructions in French Available only on forms printing three slips per page PDF File Options Save PDF files Printing forms either slips or summaries always creates a PDF file If Save PDF file is selected the PDF file will be saved in the indicated file when the Print window is closed If Save PDF file is not selected the PDF will be deleted when the Print window is closed This is a system wide setting the setting selected will be used by all users and for all reports For T4 TimeSaver Plus only the administrator may change this selection Note When using Adobe Reader to print PDF reports for subm
177. 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 See your systems administrator for help if needed 6 My computer hangs when start up T4 TimeSaver or My computer hangs when start up the program and enter the user name This indicates that the user database file is likely damaged You can delete the files USERSETTINGS MDB and USERSETTINGS BK where represents a number from 1 to 9 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 USERSETTINGS MDB database To do this 1 Rename USERSETTINGS MDB 2 Start T4 TimeSaver 3 Select Repair Database from the Tools menu 4 Select the renamed file 5 Once it has been repaired rename it to USERSETTINGS MDB 7 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 2011 ELM Computer Systems Inc Appendices 139 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
178. ission you must first turn off all scaling options within Adobe Reader to ensure that the printed reports will meet the requirements of the CRA and Revenu Qu bec Failure to do so may result in your submission being unacceptable by the CRA or Revenu Qu bec Scaling is not a concern when using the Quick Print button to send reports directly to your printer as this bypasses Adobe Reader Save in client folders This option is only available when the Group output by option has been set to Company Select this option if you wish to save PDFs in user assigned client folders The folder path is stored in the company record If no folder path has been stored for a company included in the print job or if the folder is not accessible eg it is a network folder and you are not connected to the network you will be prompted for the folder location even if the Prompt for each client folder option is not selected Separate PDFs for each copy number Check this box to create a PDF file for each copy or company selected Leave unchecked to create a single PDF file The Separate PDFs for each copy number will be selected automatically if Save in Client folders has been selected Prompt for output folder Check this box to have the program prompt you for the location of the PDF files to be saved If you are printing slips for a single company the folder you choose will be saved and the next time you print the slips for the same company you will be prompted wit
179. ite www t4timesaver com Related Website AvanTax automobile taxable benefits www avantax ca calculator Corporate Website www elmcomputers com To submit an error log to our technical support team via FTP select Send Error Log to Technical Support from the Help menu French Technical Support Technical support is available in French from our Montreal office from 9am to 5pm ET French Technical Support Hot Line 514 499 9669 French Technical Support Email support qc t4timesaver com Confidentiality Statement Under certain support circumstances the T4 TimeSaver technical support staff may request that you make your database s available to them during the resolution of your technical support issue Rest assured that under no circumstances will data submitted to ELM Computer Systems by its clients be used for any purpose other than the resolution of technical problems encountered in the use of T4 TimeSaver Data will neither be disseminated to third parties nor will it be used in any manner not immediately related to the resolution of these technical problems Please be advised that our technical support staff may not be able to resolve your problem if they are not able to work with a copy of your data 1 4 Requesting System Enhancements We value your suggestions at ELM Computer Systems Inc and will attempt as much as possible to incorporate them into future versions of T4 TimeSaver Many of the features now available in T4 TimeSav
180. itten 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 All other trademarks are the property of their respective owners You are permitted to use the program on all computers at or associated with a single location i e a single street address with no restriction on the number of users T4 TimeSaver Plus or T4 TimeSaver Enterprise are necessary to give multiple users concurrent database access Use of the program at affiliates branch offices or other locations i e a different street address is prohibited unless a separate license has been purchased for each location 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 original user of the software package and we make no other warranties expressed or imp
181. l 2009 databases in the source folder will be displayed in the Select which file s to convert section Any or all databases may be selected for conversion Data in the source database s will be copied into the 2010 format No changes will be made to the original database s Destination Folder Location of the converted database The original database will not be modified in any way conversion simply copies the original database into the 2010 format and saves it in the specified location 2011 ELM Computer Systems Inc Working with Databases 49 3 4 4 Special Instructions for T4 TimeSaver Lite To convert a 2009 T4 TimeSaver Lite database to the 2010 T4 TimeSaver Lite format you will use the OPEN DATABASE option of the FILE menu and browse to the location of your 2009 T4 TimeSaver Lite database The 2009 T4 TimeSaver Lite database will then be converted to the 2010 T4 TimeSaver Lite format and can be opened in T4 TimeSaver Lite To determine the location of your 2009 T4 TimeSaver Lite database open the 2009 T4 TimeSaver Lite program and use the FILE LOCATIONS option of the SETUP menu 3 5 Configure Database You can use the Configure Database option to reduce the size of T4 TimeSaver databases by de selecting returns you do not intend to prepare submissions for Doing this will considerably improve the performance of various database operations within T4 TimeSaver and may also have a beneficial impact on overall program
182. l versions of T4 TimeSaver These menu items may appear in the menus and if selected will inform the user that the chosen option is available only in a higher version File Menu File Menu 2011 ELM Computer Systems Inc Getting Started 29 Open Database New Database Close Database Convert a 2009 database Configure Database Backup and Restore Repair Database Check Data Integrity Repair User Database File Edit View Company File Edit View Company F Open Database New Database Close Database Convert a 2009 database Configure Database Backup and Restore 4 Repair Database Check Data Integrity Repair User Database Print This Form Ctrl P Event Viewer Exit This Forr 1Test TION Exit 2 Lite TION 1 Test T10N 2 Demo T10N File Menu Lite Basic amp Plus File Menu Enterprise Open Database Opens an existing 2009 or 2010 T4 TimeSaver database if you are opening a 2009 4 TimeSaver database the Convert Databases 122 dialogue will be displayed New Database Creates a new T4 TimeSaver database Close Database Closes the currently open database Convert a 2009 Database Opens the database conversion tool to convert a 2009 database Configure Database Opens the Configure Database 491 dialogue and allows the user to de select the returns to be included in the current database deselecting unused returns can speed up various file operations Backup and Restore Open
183. ld from the drop down list at the right end of the icon toolbar The fields available for sorting will vary by the type of slip the example below shows the options for sorting T4 slips The slip currently being displayed will remain on the screen File Edit View Company Forms Tools Setup Reports Windows Help Default Company ES A cia 9 e e ata Entry Sequence Name Employee Number S LN Selecting Slips Use the Select Slips function to select a specific information slip from those entered for the current company Slips can be selected by one of the following methods e click on the Find Slip icon in the icon toolbar A e select Select slip from list from the Edit menu e press CTRL S In each of the above cases a list of all the recipients for the current company will be displayed to the left of the data entry screen The desired slip can be displayed on the data entry screen by selecting the desired recipient from the recipient list The slips will be listed in the currently active sort order Entering Data The data entry screen for each information slip supported by T4 TimeSaver has a data entry field for each box on the respective printed forms as well as control fields used by T4 TimeSaver Descriptions of the more significant of these boxes are listed below under the corresponding type of slip Refer to the guides provided by CRA for information and regulations concerning the completion of any slip
184. le Header 183 194 T5018 Import File Header 190 technical support 17 39 Transfer Companies 114 U Unadjust T4 RL1 61 Unlocking Companies 62 Updating 25 User Administration 130 User Names 27 User Settings 126 135 Using 25 V Valid Options 29 Validating Data 86 ViewMenu 30 W Warranty 18 Workstation 20 X XML Import from 120 2011 ELM Computer Systems Inc 216 T4 TimeSaver User Guide 2011 ELM Computer Systems Inc
185. lied 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 submission to CRA or Revenu Qu bec It is the users responsibility to ensure that the proper f
186. lips from Another Type l l u 124 Part XII Using Setup to Configure T4 TimeSaver NET 126 1 User Settings New Company Defaults Page caecitate niat t eine sped T4 Adjustment Defaults Data Entry Pages Electronic Filing Page Options E E L etes kasa 2 User Administration 2 Data File Security enisi seven q awha ses 4 Contribution Rates and Constants 5 File Locations Jes corr esac ERE DER 6 Change Authorization Code 7 Change Your PasSWOrd u rudi esce catre uu ua aaa unas Br Edit Setup Files eec conve savas N Q a aaa a ss System SettingS uu 135 Paths c EMT 135 User Settings Ee 135 9 Language uu RII ane ton eee nn ceases 135 Part XIII Appendices 137 Common Problemis a ed tesvddewendectestdecasdiveencevest 137 2 kayoutot Import Flles ecce rere nte cette teer 141 RAECD MERC 1
187. lished trust deed First beneficiary SIN Optional text to print at top of slip Recipient email address T4 TimeSaver Enterprise only Permission granted to email slip T4 TimeSaver Enterprise only Name of company associated with the slip T4 TimeSaver Enterprise only Type max size Currency Currency Currency Yes No Text 25 Text 9 Text 15 Text 255 Yes No Text 30 Comments Examples amp Defaults Box G Box H Box I Yes 2011 ELM Computer Systems Inc Appendices 209 13 5 Modification History In response to customer requests program improvements and bug fixes T4 TimeSaver may be updated several times during the tax season your annual site license entitles you to all updates for the current T4 TimeSaver release Below is a listing of all updates for the 2010 T4 TimeSaver February 22 2011 Production Release 2010 1 3 171 1 Added the Internal Student Number to the RL 8 edit list and RL 8 Excel import template 2 Made a correction to the printed RL 1 and RL 3 summaries where the number of slips filed on electronic media and number of slips filed on the Internet may have been switched This issue only effected the printout of the summary and had no impact on slips or electronic filing 3 Corrected a problem with the Merge function which sometimes prevented companies with RL 1 or RL 3 slips from being merged 4 Corrected a problem on the RL 1 summary where box 20b the compe
188. list All Slips print all the slips for the selected companies Original Slips Only print only the slips that have not been amended for the selected companies Amended Slips Only print only the amended slips for the selected companies Canceled Slips Only print only the canceled slips for the selected companies Selected Slips print only the selected slips for one selected company When only one company is selected the slips that match the selection you have made will be listed in the box on the left If you chose Selected click on the box beside each name you wish to select to put a 2011 ELM Computer Systems Inc Producing Reports 89 check mark in the box and to have the name appear on the list on the right Include inactive nil slips Check this box if you want slips to print for recipients who have no dollar values on the slip Sort slips by 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 Copies 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 Options Group output by Choose to group the slips by copy number or by company Print test pattern Check this box if you wish to test alignment settings for the selected form French instructions on copy 2 3 Check this box to print recipient fili
189. lls to the right or below the data cells To determine whether or not this is true in your case press CTRL END in the data sheet If your cursor lands anywhere but on the final data cell your import will fail To correct this problem simply copy and paste your data cells into a new sheet and import from that sheet COMPANY NAME1 T4 TimeSaver Enterprise Only The COMPANY NAME is an optional field and is used exclusively by T4 TimeSaver Enterprise to enable importing data for multiple payers employers companies To use this field simply enter the name of a company already existing in the T4 TimeSaver database for each slip to be imported to that company and the data will be saved to the appropriate company during import COMPANY NAME 1 is a text field that can contain up to 30 characters Codes Enter topic text here Country Codes The following abbreviations apply to commonly used countries 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 COLA Columbia SUN Commonwealth of Independent States CIV Ivory Coast CYP Cyprus DANK Denmark DOM Dominican Republic EGY Egypt FIN Finland FRA France DEU Germany Federal Republic of GBR United Kingdom including Northern
190. loyee 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 Optional text to print at top of slip Recipient email address T4 TimeSaver Enterprise only Permission granted to email slip T4 TimeSaver Enterprise only Name of company associated with the slip T4 TimeSaver Enterprise only Type Comments max size Examples amp Text 30 Text 12 Text 1 Text 30 Text 30 Text 28 Text 2 Text 10 Text 3 Defaults Required field Interger 4 10 Text 1 Currency Currency Currency Currency Currency Currency Text 9 Text 15 Text 255 Yes No Text 30 O Original A Amended or C Cancelled Yes 2011 ELM Computer Systems Inc Appendices 177 13 4 2 11 Headings for TAPS T4 TimeSaver Plus amp Enterprise Only Cell A1 must contain T4PS Heading Description Type Comments max size Examples amp Defaults LASTNAME Recipient last name Text 30 Required field FIRSTNAME Recipient first name Text 12 INITIAL Recipient middle initial Text 1 ADDRESS1 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 SLIPSTATUS Status of slip Text 1 O Original A Amended or C Cancelled YEAR Year Inte
191. m 1 Left and Right 0 75 Wide Top and Bottom 1 Left and Right 2 9 8 Printing Company Filing Status T4 TimeSaver Enterprise Only Company Filing Status T 4 TimeSaver NET 2009 Demo EN File Edit View Company Forms Tools Setup Reports Windows Help Demo Company X 35 w 22 Start Page 42 T4 RL 1 JUS Filing Status a p Select Clear Al V Demo Company 1 E A Status Rows Dates Orientation v Not required All Companies T4 OR Size Letter T4ANR R15 User Defined Groups T4AP R17 Margins Normal T4ARCA R25 F T4PS Print Save As Exception 1204 Refresh Lus Global Set T5018 p L 1 selected m E Company Category T4 name The Filing Status button displays the Filing Status selection window which is used to filter data by filing status Only selected data will be acted upon by the tool Any combination of return types or companies 2011 ELM Computer Systems Inc 98 T4 TimeSaver User Guide can be selected Filing status options are e Not Required No return is required e Need Return A return is required e Entered A return has been entered into T4 TimeSaver e Checked Data entered has been checked e Filed The return has been filed with the CRA and or the Revenu Qu bec Once you have made the desired selections you can click on the Refresh but
192. m the Electronic Filing Page 127 accessed through User Settings 15 under the Setup 351 menu Once the appropriate Account Number and Web Access Code have been entered and validated you will 2011 ELM Computer Systems Inc 108 T4 TimeSaver User Guide be taken to the following webpage Canada Revenue Agence du revenu 7 sree Canad Canada Revenue Agency www cra gc ca Contact Us Help Search canada gc ca Return to Filing Information Returns Electronically Step 2 Attaching your return Retum to filing In the space provided below enter the full name and path of the file in which your return is other types of saved Or click the Browse button to locate your file returns Internet File Transfer XML Need to retrieve Your electronic information return will be saved by your software example filename XML This service also allows you to submit a compressed file containing only one XML file example filename ZIP code Location of return your Web access Step 3 Declaration I certify that the attached return is complete and accurate Iagree File my return Note Please click the I agree File my return button once only and wait for a submission number to show Keep this number with your records Date Modified 2011 01 10 Important Notices Top of Page Here you will be prompted to upload the XML file created by T4 TimeSaver that contains the company data in XM
193. mber Text 16 2011 ELM Computer Systems Inc 152 T4 TimeSaver User Guide 13 4 2 Headings for CRA Forms Enter topic text here 13 4 2 1 Headings for NR4 T4 TimeSaver Plus amp Enterprise Only Cell A1 must contain NR4 Heading NAME1 NAME2 LASTNAME1 FIRSTNAME1 INITIAL1 LASTNAME2 FIRSTNAME2 INITIAL2 ADDRESS1 ADDRESS2 CITY PROV POSTAL COUNTRY SLIPSTATUS TAXYEAR RECTYPE COUNTRYCODE PAYERID SIN INCOMECODE1 CURRENCYCODE1 INCOME1 TAX1 Description Recipient name line 1 code 3 4 amp 5 Recipient name line 2 code 3 4 amp 5 First recipient last name code 1 amp 2 First recipient first name code 1 amp 2 First recipient middle initial code 1 amp 2 Second recipient last name code 1 amp 2 Second recipient first name code 1 amp 2 Second recipient middle initial code 1 amp 2 Address line 1 Address line 2 City Province code Postal code including space Country in address Status of slip Year box 10 Recipient Type box 11 Country code box 12 Payer or remitter Identification Number Foreign Social Security or Insurance No Income Code box 14 Currency code box 15 Gross Income box 16 Non resident tax withheld box 17 Type max size Text 30 Text 12 Text 30 Text 12 Text 1 Text 30 Text 30 Text 1 Text 30 Text 30 Text 28 Text 2 Text 10 Text 3 Text 1 Integer 4 Text 1 Text 3 Text 20 Text 20
194. me as the source folder Select which file s to convert The Convert Databases function converts TO9N T4 TimeSaver databases into a T10N 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 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 Please note that the option to Roll forward federal partnership Schedule 8 and Schedule 50 for new year is available only in T4 TimeSaver Plus or Enterprise Select Source Folder Choose the drive and directory that contains the 2007 databases you wish to convert T4 TimeSaver will automatically find and list all the files having a TO9N T4 TimeSaver extension The 2009 database will not be deleted instead a new T10N database will be created Select Destination Directory Choose the drive and directory in which you wish to store the 2010 database The directory can be the one containing the 2009 database or you can create a new one each year Select Data 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 with a T10N extension in the same directory
195. me from the drop down list If you choose to Select Companies place a check mark beside the company names of the companies you wish to include User Defined Groups You can create a user defined group of companies by first choosing Selected Companies from the Companies drop down list and then placing a check mark beside the names of the companies you wish to save in a group Save the selection list by clicking the Save As button and entering a name for the selection The group name will be added to the Companies drop down list If you subsequently make changes to the list use the Save button to save your changes Use Rename to change the group name or Delete to delete the group altogether List will create a report listing the companies included in the group Exception will create a report listing any companies that are not included in any groups These user defined groups are available from any report or form printing menu Options Select whether you require a detailed or summary report and whether you wish the results to be displayed Name S I N or Employee Number order Preview Print Use this button to both perform the adjustment calculations and create the adjustment report The adjustments will be made according to the adjustment options you have entered for the company See Adjusting 745741 for further information about the adjustment options The report will appear as a PDF file on your monitor The report can be saved to file
196. mes and settings from last year s T4 TimeSaver NET Next you must select the T4 TimeSaver NET user database that you wish to convert The file name is usersettings mdb Import User Copy user settings files as well Last used settings for reports and other program functions recommended Note You can locate your last year s user settings database by starting last years T4 TimeSaver Net program Select Setup from the main menu and then choose File Locations The user settings path is specified in the resulting screen Altematively you can search your computer for the file usersettings mdb gc gt 2011 ELM Computer Systems Inc 122 T4 TimeSaver User Guide The second screen allows you to specify the location of the file containing the user settings for 2009 and also gives instructions on how to determine the location of this file Once a valid user settings file has been selected you can click on the Next button to complete the import Convert Databases ud Convert Last Year s T4 TimeSaver Databases crim Options V Initialize fields zero amounts remove Amended etc Clear CPP Exempt boxes Clear Do not adjust CPP boxes Clear El Exempt boxes Clear Do not adjust El boxes Roll forward federal partnership Schedule 8 and Schedule 50 for new year Source folder Browse Ej Destination folder Browse Set destination folder the sa
197. 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 8 Network Administrator Installation and or TANETNODE installation don t appear to be working properly After a Network Administrator Installation you may encounter unexpected errors or erratic performance on Windows XP dependant upon the logon credentials were used for installation and on Windows Vista and Windows 7 because of UAC User Account Control To prevent either user credentials or UAC from interfering with the TANETNODE installation follow these steps 1 Open the folder containing the T4 TimeSaver Network Administrator installation and right click on T4NETNODE EXE 2 From the menu choose the option to Run as administrator and supply the administrator password if requested 3 T4NETNODE installation will begin 9 T4 TimeSaver says that the database is the wrong type or format This indicates that T4 TimeSaver is attempting to open a file other than a T4 TimeSaver database use the steps below to resolve the problem 1 Open Windows Explorer by holding down the Windows Key while also pressing the letter E 2 Browse to the location of your T4 TimeSaver database 2010 database names will end with T10N 3 Double click on the database to start T4 TimeSaver and open the database 10 When importing from Excel get a message indicating that some data is invalid or some
198. mpanies print the slips for all companies in the current database Current Company print the slips for only the current company Most Recently Used print the slips for companies most recently included in any report Selected print the slips for selected companies The companies that match the selection you have made will be listed in the box on the left If you chose Selected click on the box beside each company you wish to select to put a check mark in the box and to have the company name appear on the list on the right 2011 ELM Computer Systems Inc Producing Reports 97 Fields Select one of the two options listed below All include all the fields available on the slip report may print with a very small font to fit all data e Selected print only those fields which you select If you chose Selected click on the box beside each field you wish to include in the report Options Sort companies by Choose the order in which you wish the companies to print by name or by business number Layout Select either the Table or Memo style of layout Orientation Select whether you wish the report to print in the Portrait or Landscape orientation Paper Size Select whether you wish the report to print on etter or legal sized paper Margins Select one of the following margin options Normal Top and Bottom 1 Left and Right 1 Narrow Top and Bottom 0 5 Left and Right 0 5 Moderate Top and Botto
199. n Adjustment Options 551 for details on how activate this feature Go to T4A amp Go to RL 1 Buttons Clicking on either of these button will display either the T4A slip or RL 1 slip associated with the displayed slip if it exists Adjust Button Clicking on this button will adjust the displayed slip The adjustments will be made based on the adjustment options selected for the current company These adjustments are not reflected in the corresponding T4 summary unless all of the slips are adjusted using by Printing Adjustment Reports 94 Net Pay Button The employee s net pay can be calculated and displayed on the screen as you enter data into each box of the T4 and may prove useful as an audit check Net pay will be calculated in one of the following ways e Employment Income Standard Deductions e Employment Income Standard Deductions Taxable Benefits The Employment Income is the amount entered in T4 box RLO1 box A The Standard Deductions are CPP QPP El PPIP Income Tax Pension Plan Contributions Charitable Donations and Union Dues Note that the Standard Deduction includes both federal and provincial Qu bec Taxable Benefits will be the sum of all boxes representing taxable benefits Other deductions if any must be entered manually to arrive at the appropriate figure for Net Pay You can switch between these two methods of calculating the Net Pay by clicking on the Net Pay s button and then selecting the approp
200. nal text to print at top of slip Recipient email address T4 TimeSaver Enterprise only Permission granted to email slip T4 TimeSaver Enterprise only Type max size Text 30 Text 12 Text 1 Text 30 Text 30 Text 28 Text 2 Text 10 Text 3 Comments Examples amp Defaults Required field Interger 4 2010 Text 1 Integer 2 Date Currency Currency Currency Currency Currency Currency Currency Text 20 Text 9 Text 15 Text 255 Yes No O Original A Amended or C Cancelled Mmm dd yyyy Ex Apr 1 2010 Yes 2011 ELM Computer Systems Inc Appendices COMPANY NAME 1 Name of company associated with the slip T4 TimeSaver Enterprise only Text 30 175 2011 ELM Computer Systems Inc 176 T4 TimeSaver User Guide 13 4 2 10 Headings for TAARCA T4 TimeSaver Plus amp Enterprise Only Cell A1 must contain T4ARCA Heading LASTNAME FIRSTNAME INITIAL ADDRESS1 ADDRESS2 CITY PROV POSTAL COUNTRY YEAR SLIPSTATUS REFUNDEMPLOYER REFUNDEMPLOYEE DISTRIBUTIONS SELLINGPRICE OTHER INCOMETAX SIN TEXTATTOP EMAILADDRESS OKTOEMAILSLIP COMPANY NAME1 Description Recipient last name Recipient first name Recipient middle initial Address line 1 Address line 2 City Province code Postal code including space Country code Tax year Status of slip Refund of employer contributions box 12 Refund of emp
201. nc Electronic Filing 101 Destination Choose the media by which the return s will be submitted to the CRA Your options are Internet CD or DVD e Validation Report Only data will be checked for consistency with the XML schemas provided by CRA and Revenu Qu bec the Validation Report Only option will NOT produce an XML file but will find data errors that would cause an XML file to be rejected by the CRA or Revenu Qu bec e Internet data will be validated for consistency with CRA and Revenu Qu bec requirements and if no errors are found a file will be created on your hard drive see the sections on Internet Filing to 105 and Internet Filing to Revenu Qu bec 110 details e CD or DVD an XML 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 see the section on CD or DVD Filing 111 for details if you are filing more than 50 slips you cannot file on CD or DVD NOTE You must have access to a CD or DVD writer to successfully use this option Regardless of the destination you choose T4 TimeSaver will validate your data to determine if there are any Critical or Warning errors Errors that would result in a rejection of your submission will be listed in a Critical Error report and must be corrected before T4 TimeSaver will generate an XML file Errors that can be corrected but would not invalidate the submission if they were not
202. nd XML output have been updated to the 2010 format where required Ts ratum processing has been added to the software and is available in the Enterprise version of T4 TimeSaver The following features are currently available T3 Slips and Summaries data entry and forms printing Importing slips from Excel T3 Return the four page form as a stand alone form Various schedules associated with the T3 Return will be added in a future release of T4 TimeSaver e Generation of XML for submission to CRA will be available in a future release of T4 TimeSaver RL 16 returns processing has been added to the software and is available in the Enterprise version of T4 TimeSaver The following features are currently available e RL 16 Slips data entry and forms printing e Importing slips from Excel e RL 16 Return the four page form as a stand alone form e Various schedules associated with the RL 16 Return will be added in a future release of T4 TimeSaver e Generation of XML for submission to MRQ will be available in a future release of T4 TimeSaver The Enterprise feature which allows the creation of individual PDF files for recipient copies of various slips now can create password protected PDF files Quebec partnership forms processing has been disabled in this version of T4 TimeSaver while the 2010 forms are incorporated into the software If you need to process these forms then use the 2009 release of T4 TimeSaver December 1 2010 P
203. ness Currency income BOX18 Foreign income tax paid on business income Currency BOX19 Donations and gifts Currency BOX20 Other gifts Currency BOX21A Investment tax credit depreciable property Currency BOX21B Investment tax credit other property Currency BOX24A Paid up capital share of debts Currency BOX24B Paid up capital share of qualified property Currency BOX24C Paid up capital share of total assets Currency BOX25 R amp D Expenditures Currency BOX26 At risk amount Currency BOX27 Limited partnership loss Currency BOX28 Canadian exploration expenses Currency BOX29 Canadian development expenses Currency BOX30 Canadian oil amp Gas property expenses Currency 2011 ELM Computer Systems Inc 198 T4 TimeSaver User Guide Heading BOX31 BOX32 BOX33 BOX34 5 28 5 29 5 30 5 32 5 33 5 34 BOX43 BOX44 BOX45 BOX50 BOX51 BOX52 BOX53 BOX54 BOX55 BOX60 BOX61 BOX62 BOX63 BOX64 BOX65 BOX66_60 BOX66 61 BOX66 62 66 63 Description Expenses related to foreign resources Quebec exploration expenses Quebec surface mining or oil amp gas exploration expenses Exploration expenses incurred in Northern Quebec Assistance corresponding to box 28 Assistance corresponding to box 29 Assistance corresponding to box 30 Assistance corresponding to box 32 Assistance corresponding to box 33 Assistance corresponding to box 34 Capital re
204. ng instructions in French Available only on forms printing three slips per page PDF File Options Save PDF files Printing forms either slips or summaries always creates a PDF file If Save PDF file is selected the PDF file will be saved in the indicated file when the Print window is closed If Save PDF file is not selected the PDF will be deleted when the Print window is closed This is a system wide setting the setting selected will be used by all users and for all reports For T4 TimeSaver Plus only the administrator may change this selection Note When using Adobe Reader to print PDF reports for submission you must first turn off all scaling options within Adobe Reader to ensure that the printed reports will meet the requirements of the CRA and Revenu Qu bec Failure to do so may result in your submission being unacceptable by the CRA or Revenu Qu bec Scaling is not a concern when using the Quick Print button to send reports directly to your printer as this bypasses Adobe Reader Save in client folders This option is only available when the Group output by option has been set to Company Select this option if you wish to save PDFs in user assigned client folders The folder path is stored in the company record If no folder path has been stored for a company included in the print job or if the folder is not accessible eg it is a network folder and you are not connected to the network you will be prompted for the folder location
205. nge to aqua and you will be able to enter the desired value in the box Note that the box will be overridden on all slips for the company In the event that you want to override all boxes on the slips use the Override all boxes button at the top of the form T5013 T4 TimeSaver Plus amp Enterprise Only Relationships Between Forms The Partnership forms are linked together so that information entered on a slip schedule or summary will flow automatically to the appropriate related form A simple overview of the relationships between the various forms is presented in the diagram below Schedules 25 100 and 141 are included but are independent and used for reporting purposes only 2011 ELM Computer Systems Inc 82 T4 TimeSaver User Guide Relationships between forms A detailed analysis of the flow of data between forms is given in the table below Abbreviations are used as follows Data flow Source Form gt Destination Form SOURCE FORM DESTINATION FORM Schedule 1 Schedule 1 Line D Summary Box 20 21 22 or 23 user defined Schedule 2 Section A Line 103 Schedule 2 Section B Line 103 Summary Line 103 Schedule 2 Section C Line 104 Schedule 2 Section D Line 104 Summary Line 104 Schedule 2 Schedule 2 Section E Line 105 Summary Line 105 Schedule 2 Section F Line 106 Summary Line 106 Schedule 2 Lines 103 104 105 106 Summary Line 103 1
206. nline Services Forms and Publications tab followed by Services Under Tax Categories click Filing RL slips and select Internet Transmission of RL Slips then click on Access to service Complete the on screen form and click Continue Click Browse then select your file Before clicking Submit make sure that you have selected the correct file You will automatically receive an acknowledgement of receipt along with a reference number confirming that we have received your transmission We will mail you a validation report for the file once we finish processing your transmission You may also contact us to obtain the results of the validation 4 1 2 Electronic media Record only one file containing one type of RL slip and one type of package per electronic medium For example you would record file A containing original RL 1 slip data on one CD ROM file B containing original RL 2 slip data on another CD ROM and file C containing amended RL 1 slip data on a third CD ROM Each record must comply completely with the format described in section 5 Please note that CD ROMs and DVDs will not be returned to you 10 4 Filing on CD or DVD T4 TimeSaver Plus amp Enterprise Only When the CD or DVD option is selected as the destination for the Electronic Filing submission you will be prompted to enter the Submission Sequence Number This is a number from 1 to 999 that will identify the sequence of submissions that you submit to the CRA as a transmitter Reg
207. nline to CRA The submission number from the Confirmation of Receipt is Click this radio button if you have submitted or will immediately submit the XML file to CRA once the XML file has successfully been submitted CRA will issue a Confirmation of Receipt number which you can enter on this page You will use your Internet browser to submit the XML file to CRA will submit this file to CRA later Click this radio button if you will not immediately be submitting the XML file to CRA but wish to retain the file for submission at a later date This file will not be submitted T4 TimeSaver will delete it Click this radio button if you will not be submitting the XML file to CRA T4 TimeSaver will delete the XML file when you click NEXT button Note about this submission Here you can enter any information you wish to record about this XML file Buttons Select the appropriate button for the action you wish to take View XML File in Browser This button will open the XML file for viewing in your default XML viewer typically this would be your Internet browser You will not be able to edit the file it is presented for review purposes only The reason that the format of the file will seem confusing is because XML is a machine computer format and is not designed for easy human access Go to File Location This button opens Windows Explorer at the location where T4 TimeSaver has saved the XML file allowing you to see all the XML files that ha
208. nsation tax for wages paid after March 30th was being calculated incorrectly 14 2011 Production Release 2010 1 3 170 T4 TimeSaver can now file Quebec RL 15 slips via XML 5 The T5013 Federal Partnership Forms have been updated to use the new 2010 forms 3 A problem was corrected with the E filing History report which prevented the report from printing correctly if the computer s date format was day month year 4 The XML validation report for T5 slips was reporting spurious warning messages regarding the obsolete Filer Identification Number This has been corrected 5 A correction was made to the T4ARCA summary to account for the change in the format of the Custodian Account Number 6 A problem which prevented the creation of T4A individual recipient PDF files has been corrected 7 You now have the option of creating individual recipient PDF files without assigning a password to the PDF file 8 A change has been made to speed up the printing of T4As in the situation where there are a large number of slips Y 28 2011 Production Release 2010 1 3 169 An issue has been reported where recent releases of T4 TimeSaver may create RL 1 Returns with some of the box A Employment Income fields being reported as 0 00 even though an amount was entered on the RL 1 slip If you prepare RL 1 Returns it is recommended that you install this new release A new report under File Check Data Integrity of Relev 1 s will examine your da
209. nt to this address The checkbox Recipient consents to receive electronic copy of slip is selected by default for all recipients of all slip types to indicate that the recipient has approved the use of their email address in this way Filename of slip PDF file Enter the filename you want to give the PDF slip as it will be stored in your system Email delivery status The delivery status field indicates whether or not a PDF slip has been emailed to the recipient Special electronic filing Check the box marked Check to select this slip for special electronic filing to select the current slip to be included in an electronic submission XML file containing only selected slips You must also need check the box marked Only process slips that are selected on the Advanced tab on the Electronic Filing 00 page for the appropriate slip type Overriding Calculated Fields Many slip and summary fields contain calculated values If it is necessary to edit a calculated field you may do so by positioning the cursor at the field in question and either pressing the F4 button or double clicking the icon to the right of the field The background colour of the field will change to indicate the calculated value has been overriden with the value entered manually To return to the calculated value click the Recalculate button press F4 again or double click the icon to the right of the field again You will be asked to confirm the return to the calculated val
210. nt version of Windows with an active network account or e A Mac computer running a current version of Windows under Boot Camp with an active network account Hardware Requirements Terminal Server Installation To use T4 TimeSaver in a Terminal Server environment you must have e A terminal server compatible with any current version of Windows and either e An IBM compatible computer meeting the recommended settings for any current version of Windows with an active Terminal Server account or e A Mac computer running a current version of Windows under Boot Camp with an active Terminal Server account Minimum System Memory Any computer meeting the recommended settings for any current version of Windows will run T4 TimeSaver As a guideline Windows XP will offer its best performance with 2Gb of RAM installed we do not recommend less than 1Gb while Windows Vista and Windows 7 will run best with at least 3Gb of RAM installed we do not recommend less than 2Gb Speak with your IT people if you suspect that your computer has insufficient RAM installed Disk Drives and Data Storage Requirements A hard disk drive with at least 100 Mb of available disk space is required for installation of the program files while leaving sufficient space for data files An empty data file will typically be larger than 5Mb Data may be stored on either a hard disk or on removable media T4 TimeSaver performs best if data is 2011 ELM Computer Systems Inc
211. nteract with the CRA Internet filing site you have uploaded the file you will receive a Confirmation of Receipt from CRA which you can enter on this page Select what you will do with this XML file and then click Next Actions I have submitted this file online to CRA The submission number from the Confirmation of Receipt is I will submit this file to CRA later This file will not be submitted T4 TimeSaver will delete it Note aboutthis submission Go to Intemet View XML Fie In Goto File Bow ciu Move or Rename Print Company XML File List XML submission file C Users Peter Rhebergen Documents T4 TimeSaver NET 2010 XML Output 004 Demo Company xml Cancel Account number 472364033RP0001 Web access code Internet filing web page http www cra arc gc ca esrvc srvce rf xml menu eng html Please note the message at the top of this screen Your XML file is ready for submission However you must go to the CRA Internet filing page and follow the instructions there to submit the XML file The upload is NOT automatic and T4 TimeSaver does NOT interact with the CRA Internet filing site Once you have uploaded the file you will receive a Confirmation of Receipt from CRA which you can enter on this page Select what you will do with this XML file and then click Next Here you will choose what you will do with the XML that has been created e have submitted this file o
212. ntial memory corruption issues 2011 ELM Computer Systems Inc Appendices 141 13 2 Layout of Import Flles T4 TimeSaver Plus amp Enterprise Only Both the T4 TimeSaver demo and T4 TimeSaver Basic will import the first three records of an Excel file for evaluation purposes Instructions 1 Cell A1 must identify the contents of the data to be imported Designate the type of data being imported by entering the appropriate keyword from those shown in this table into cell A1 use of the same keyword in every other cell in column A is not required Enter this If the row contains text COMPANY Company information NR4 information T1204 T1204 information T2200 T2200 information T2202A T2202A information T3 T3 information T4 T4 and or RL 1 slip information T4A T4A slip information T4ANR T4A NR information T4AP T4AP information T4ARCA T4ARCA information T4PS T4PS information T4RIF T4RIF information T4RSP T4RSP information T5 T5 and or RL 3 slip information T5007 T5007 information T5013 T5013 information T5018 T5018 information R2 RL 2 information R8 RL 8 information R15 RL 15 information R16 RL 16 information R17 RL 17 information R25 RL 25 information e 2 The sample Excel sheet below shows a typical layout for importing both company and T4 data lA B D E F G H I J K L M N T4 LASTNAME FIRSTNAME INITIAL ADDRESS1 ADDRESS2 CITY PROV POSTAL COUNTRY SIN TAXYEAR INCOME
213. ntry Generic box 1 Box number Generic box 1 Amount Generic box 2 Province Country Generic box 2 Box number Generic box 2 Amount Generic box 3 Province Country Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Text 3 Text 6 Currency Text 3 Text 6 Currency Text 3 187 2011 ELM Computer Systems Inc 188 T4 TimeSaver User Guide CO3TEXT2 CO3AMOUNT Generic box 3 Box number Generic box 3 Amount Text 6 Currency 4 Renounced Canadian exploration and development expenses Boxes 120 RENOUNCEDCEE RENOUNCEDCDE ASSISTANCECEE ASSISTANCECDE PORTIONINTFREECEE 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 EXPENSESITC Expenses qualified for ITC box 128 PORTIONINTFREEITC Portion interest free ITC box 129 EXPENSESBCTAXCREDIT Expenses BC tax credit box 141 EXPENSESSKTAXCREDIT Expenses SK tax credit box 143 EXPENSESMBTAXCREDIT Expenses MB tax credit box 144 EXPENSESONTAXCREDIT Expenses ON tax credit box 145 FO1TEXT1 Generic box 1 Province Country FO1TEXT2 Generic box 1 Box number F01AMOUNT Generic box 1 Amount FO2TEXT1 Generic box 2 Province Country FO2TEXT2 Generic box 2 Box number FO2AMOUNT Generic
214. ompany Sample Company Curent Company User Defined Groups Savez Exception Fiing Status 1 selected Display and process in selection sequence CPP QPP Adjustment Options Transfer Over Remittance Change these settings Change this setting Other Options Change these settings El Adjustment Options Change these settings PPIP Adjustment Options Change these settings Close Defaults Use the Global Changes Adjustment Options tool to modify the adjustment options for any combination of companies in the current database The adjustment options on this screen will be applied to all selected companies for all sections where the Change these settings box has been checked To make adjustments using the new adjustment options you must run the Adjustment Report 94 See the following sections of this guide for detailed descriptions of each adjustment option CPP QPP Adjustment Options 561 El Adjustment Options 571 PPIP Adjustment Options 57 Transfer of Over Remittance 587 Other Options 581 2011 ELM Computer Systems Inc 116 T4 TimeSaver User Guide Changes made using this tool can not be reversed 11 3 2 Contact Information 43 Start Page H Global Changes Contact Info X ies Select Clear All V Sample Company Current Company J User Defined Groups Sample Company mes cose Filing Status 1 sel
215. on Rates and Constants Change Authorization Code File Locations Edit Setup Files Change Authorization Code Language Change Your Password Edit Setup Files Setup Menu Lite amp Basic i Setup Menu Plus amp Enterprise User Settings Configures per user settings for New Company Defaults 125 4 Adjustment Defaults 11251 Data Entry 127 Electronic Filing l0 and other Options 130 User Administration Plus amp Enterprise Opens User Administration 130 dialogue to create modify or delete user accounts manage database access restrictions and create a default user template Contribution Rates and Constants Edit Contribution Rates and Constants 13 used in CPP QPP PPIP amp El calculations amp adjustments File Locations Displays the folders 13 used by T4 TimeSaver for data output amp settings Change Authorization Code Used to enter a new or replacement Authorization Code 137 Change Your Password Plus amp Enterprise Changes the current user s password 1s Edit Setup Files To be used with T4 TimeSaver technical support to directly edit System Settings 135 Paths 1354 and User Settings 135 Language Used to select either English or French as the language of choice Some menu items lead to options that are not available in all versions of T4 TimeSaver These menu items may appear in the menus and if selected will inform the user that the chosen option is available only in a higher version 20
216. on of the Company Information 116 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 CPP QPP Pensionable Earnings A value should only be entered in the CPP QPP Pensionable Earnings box if any of the following types of remuneration have been included in T4 box 14 RL 1 box A e remuneration paid to the employee before during the month the employee turned 18 e remuneration paid to the employee after the month the employee turned 70 remuneration paid to the employee during the months the employee was considered to be disabled under the CPP QPP guidelines remuneration paid to the employee after a CPP QPP retirement pension became payable refer to Guide TP 1015 G V remuneration paid to the employee while the employee worked in excluded employment refer to Chapter 2 of Guide T4001 amounts for a clergy member s residence from which CPP QPP contributions have not been deducted e any excluded income benefits or payments refer to Chapter 2 of Guide T4001 El Insurable Earnings A value should only be entered in the El Insurable Earnings box when El insurable earnings are e not equal to zero e not equal to the amount entered in T4 box 14 RL 1 box e not equal to the maximum El insurable earnings If no amount has been entered in T4 box 14 RL 1 box A
217. onfidentiality Statement Under certain support circumstances the T4 TimeSaver technical support staff may request that you make your database s available to them during the resolution of your technical support issue Rest assured that under no circumstances will data submitted to ELM Computer Systems by its clients be used for any purpose other than the resolution of technical problems encountered in the use of T4 TimeSaver Data will neither be disseminated to third parties nor will it be used in any manner not immediately related to the resolution of these technical problems Please be advised that our technical support staff may not be able to resolve your problem if they are not able to work with a copy of your data 2011 ELM Computer Systems Inc Part Ill NO 2010 1 TIMESAVER 46 T4 TimeSaver User Guide 3 Working with Databases 3 1 Opening a Database 4 Open 14 TimeSaver Database QU lt Users PETER Data 4 Search p By Organize ges Views v New Folder Bite linis Name Date modif Type Size E Documents F4 Sample TO9N Archives Clients Computer ELM Documents Library I Music h My Web Sites E Pictures J Program Files More Folders File name gt T4 TimeSaver Files TO9N gt Caca J L Before you can work with a database you must open it Choose Open Database from the File m
218. or detailed adjustment report is printed or displayed there will be an asterisk beside any invalid S I N values Status of Slip Most Forms Select O for original default value A for amended or C for canceled This will cause the slip to be labeled appropriately as required by CRA It will also cause the slip to be included or excluded appropriately whenever the Amended only or Originals only options are chosen Optional Text to Print at Top of Slip Information entered here to a maximum of 15 characters will be printed at the top of the slip Go To Summary Button Click on this button to display the T4 Summary for the current employer The data entry screen for the 2011 ELM Computer Systems Inc 68 T4 TimeSaver User Guide current slip will remain available via a tab beneath the toolbar T4 TimeSaver Enterprise Only Advanced Tab Refer to the Advanced Tab 70 page for information on using the Advanced tab 2011 ELM Computer Systems Inc Entering Slips 69 5 5 2 1 TA amp RL 1 Province of Employment T4 TimeSaver will automatically insert the code for the province of employment that has been entered in the General section of the Company Information You may of course override it for a specific employee CPP Pensionable Weeks If you have selected Adjust based on number of pensionable weeks for the CPP QPP Adjustment Option on the Adjustment Options 551 secti
219. or electronic returns Originally written for MS DOS in 1988 T4 TimeSaver was rewritten for Windows in 1997 and subsequently updated to use the NET framework v 2 in 2007 If you have need of one of our older versions all T4 TimeSaver releases from 1997 onward are available for download from our website www t4timesaver com The T4 TimeSaver development team is committed to providing software for producing Canadian information returns that is superior to any other system With that in mind this newest version of the T4TimeSaver program has been designed from the ground up to provide a solid foundation for ongoing product development and simplify the addition of new product features New features in the 2010 version of T4 TimeSaver include e User interface updated to support both French and English e New forms added T3 T4RIF T4RSP T5007 amp RL 16 T4 TimeSaver can be used to prepare returns for the following information slips e Canada Revenue Agency NR4 T1204 T3 T4 T4PS T4RIF T4RSP T4A T4ANR T4AP T5 T5007 T5013 T5018 T2200 amp T2202A e Revenu Qu bec RL 1 RL 2 RL 3 RL 8 RL 15 RL 16 RL 17 amp RL 25 The forms available are dependant on which version of T4 TimeSaver has been installed TimeSaver Lite 4 T5 RL 1 amp RL 3 e TimeSaver Basic T1204 T4 T4PS TARIF TARSP T4ANR T4AP T4ARCA 5 T5007 T5013 T2200 T2202A RL 1 RL 2 RL 3 RL 8 RL
220. ork folders containing T4 TimeSaver databases 4 In a Network Administrator installation all T4 TimeSaver users must have read write access to the T4 TimeSaver installation folder Install T4 TimeSaver from CD To install T4 TimeSaver from the CD follow these steps 1 Copy the original CD media and store the original in a safe place 2 Close all open applications to avoid possible conflicts with the installation program 3 Insert the copied installation CD in an appropriate drive 4 The installation program should start automatically please follow the steps below if it does not 2011 ELM Computer Systems Inc Getting Started 21 a Click on the Windows Start button usually in the lower left corner of your display b Start the Windows Run dialogue by one of the following methods i In Windows XP select Run from the Start Menu ii In Windows Vista type Run in the Search box iii In any version of Windows hold down the Windows key left of the space bar with the Windows flag logo at the same time as the letter R c Type drive t4netsetup where drive designates the drive containing the installation CD in the Run dialogue d Click OK to begin installing T4 TimeSaver Install T4 TimeSaver from Internet To install T4 TimeSaver from the Internet follow these steps 1 Download the installation package from our website T4 TimeSaver Downloads if your Internet browser give you the choice to save or run
221. orms 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 2011 ELM Computer Systems Inc Part Il NO 2010 1 TIMESAVER 20 T4 TimeSaver User Guide 2 2 1 2 2 Getting Started T4 TimeSaver Start to Finish Here is a quick list of the steps to follow to get you started in using T4 TimeSaver to prepare your return 1 Buy T4 TimeSaver by either e ordering at our online store https www elmcomputers com store store aspx e faxing the order form to us at 416 495 0044 or by contacting ELM Computer Systems Inc 16 2 Follow the installation instructions 20110 install T4 TimeSaver 3 Create a database 47 if no 2009 database will be rolled forward to the 2010 T4 TimeSaver O nce you create a database you must create a company 541 before you can begin to enter slip information e4 summaries will be calculated as slips are entered 4 Enter data into the database by either rolling data forward 481 from the 2009 T4 TimeSaver e importing 1117 data from a CSV XLS or XML file or entering the ss manually 5 Print an Edit List to check data for errors and correct as necessary 6 Run the Adjustment Report amp if desired to calculate CPP QPP PPIP amp EI for T4 and RL 1 slips 7 Prepare the XML 1051 file required for submissions of 50 slips or more 8
222. ot Yes No Yes checkmarks box No will not Yes No Yes checkmarks box No will not Currency Text 50 Currency Text 50 Currency Text 50 Yes No Yes checkmarks box No will not Yes No Yes checkmarks box No will not Currency Currency Currency Text 50 Text 50 Text 50 Yes No Yes No Yes No 2011 ELM Computer Systems Inc Appendices 157 Heading Q6CHARGEDNO Q6INCLUDEDYES Q6INCLUDEDNO Q7YES Q7NO Q7TYPEOTHER Q8AYES Q8ANO Q8COMMISSION Q8TYPEOFSALES Q8BYES Q8BNO Q8CYES Q8CNO Q9AYES Q9ANO Q9BYES Q9BNO Q9CYES Q9CNO Q9DYES Q9DNO Q9EYES Description Question 6 Expense Charged T4 Yes Question 6 Expense Included T4 Yes Question 6 Expense Included T4 Yes Question 7 Other expenses Yes Question 7 Other expenses No Question 7 Other expense description Question 7 Commission Yes Question 7 Commission No Question 7 Commissions Question 7 Type of goods or contracts Question 7 Bus development acc t Yes Question 7 Bus development acc t No Question 7 Commission incl T4 Yes Question 7 Commission incl T4 No Question 9 Rent office Yes Question 9 Rent office No Question 9 Pay substitute Yes Question 9 Pay substitute No Question 9 Pay supplies Yes Question 9 Pay supplies No Question 9 Pay cell phone Yes Question 9 Pay cell phone
223. ot be used for any purpose not related to problem resolution To send ELM an error log select Send Error Log to Technical Support from the Help 39 A log containing the details of any problems encountered during the use of T4 TimeSaver will be sent to our Technical Support staff for evaluation As a registered user you may telephone fax or e mail us with your questions about the installation and use of the T4 TimeSaver program English Technical Support English technical support is available by telephone from our Toronto office Monday to Friday from 9am to 5pm ET English technical support is available by email from our Toronto office Monday to Friday from 9am to 8pm ET Email will be regularly checked on Saturdays so that emergencies situations can be attended to English Technical Support Hot Line GTA 416 495 1624 Toll Free 800 268 3211 Fax Number 416 495 0044 Email support t4timesaver com T4 TimeSaver Website www t4timesaver com Related Website AvanTax automobile taxable benefits www avantax ca calculator Corporate Website www elmcomputers com To submit an error log to our technical support team via FTP select Send Error Log to Technical Support from the Help menu French Technical Support Technical support is available in French from our Montreal office from 9am to 5pm ET French Technical Support Hot Line 514 499 9669 2011 ELM Computer Systems Inc 44 T4 TimeSaver User Guide C
224. ou can add missing information or edit existing data Clicking on the OK button will return you to the electronic filing dialog box Process Pressing this command button will begin the processing of the electronic filing A validation report will be generated and displayed and can be printed if desired 2011 ELM Computer Systems Inc 102 T4 TimeSaver User Guide 44 Start Page 3 Electronic Filing F Validation Report 57 EE cin o Submission cannot be filed Please see Critical Error Report Electronic Filing Critical Error Report Database C Users Peter Rhebergen Documents T4 TimeSaver NET 2009 Data Demo T09N Printed 2 22 2010 at 10 50 AM Returns T4 Companies DEMO The items in this list must be corrected before filing the selected data electronically Click here for information about using electronic filing validation reports Company DEMO Name on T4 Slip Peter A Edit slip Error Message Employee sumame is missing Data as entered Data is missing XML Schema Error Fra see element is invalid The value is invalid according to its datatype char20Type The actual length is less than the ength End of report Validation Report Critical Errors Processing of an electronic return will be halted if any Critical Errors are found Critical Errors are those that would cause CRA or Revenu Qu bec to reject the electronic return Processing of the electronic return
225. oughout T4 TimeSaver to indicate additional features information or options These are listed below D Indicates the presence of a selection list for a data entry field press the F2 key to display Indicates that further information is available for a data entry field Indicates that the Adjustment Report 7 has adjusted the original data Indicates that the full text of a truncated label is visible on mouse over French only 2011 ELM Computer Systems Inc 42 T4 TimeSaver User Guide 2 10 Split Screen Options You may view multiple forms at the same time by making use of the split screen option Begin by opening the forms you wish to view You may open as many as you desire Each form will have a tab along the top US T4 8 Summary T4 Summary Summary of Remuneration Paid For year ending December 31 Total numberof T4sipsfiled 88 5 Employment income 14 185 000 00 Registered pension plan RPP contributions 20 000 Pension adjustment R2 Switch between forms by clicking on the tab of the desired form To view two forms concurrently click on the tab on one form and drag the form towards the centre of the T4 TimeSaver window The following image will appear Had Continue dragging the form to the part of the image that indicates the desired location of the form top bottom left right The screen will be split in the indicated dir
226. ould be formatted with a decimal between the dollars and cents if there is no decimal an even dollar amount is assumed The absolute maximum value that can be imported into any field is 999 999 999 999 99 Integer fields are numeric whole numbers from 1 to the limit of the field 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 See Import from Excel 117 for sample layout 2011 ELM Computer Systems Inc Appendices 151 13 4 1 Headings for Company Information T4 TimeSaver Plus amp Enterprise Only Headings for Company Information Cell A of each row of data to import must contain COMPANY Type Comments Heading Description max size Examples amp Defaults NAME 1 Line 1 of company name Text 35 NAME2 Line 2 of company name Text 30 CAREOF Care of line of address Text 30 ADDRESS1 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 COUNTRY Country code Text 3 CAN USA DEFPROVEMP Usual province of employment Text 2 ACCOUNTNO Business number Text 15 TAXCENTRE Taxation centre Text 13 IDNOQ Qu bec Identification number and file Text 16 number Format 1234567890RS0001 NEQ Qu bec Enterprise nu
227. p Defaults Text 30 Required field Text 30 Text 5 Text 9 Text 24 Text 28 Text 2 Text 10 Text 3 Text 16 S I N or Identification number Text 1 R Original A Amended or D Cancelled Numeric 4 decimals Integer No decimals Text 1 0 Limited partner 1 Another specified member 2 General partner Text 1 1 Individual 3 Corporation 4 Other Currency Currency Currency Currency Currency Currency 2011 ELM Computer Systems Inc Appendices 197 Heading Description Type Comments Examples max size amp Defaults BOX2 Net foreign business income loss Currency BOX3 Net Canadian amp foreign rental income loss Currency BOX4 Net foreign rental income loss Currency BOX5 Capital cost allowance Currency BOX6A Actual amount of eligible dividends Currency BOX6B Actual amount of ordinary dividends Currency BOX7 Interest and other investment income from Currency Canadian sources BOX8 Foreign dividends amp interest Currency BOX9 Patronage dividends from a corporation Currency BOX10 Capital gains losses used to calc ded Currency BOX11 Reserves for dispositions of capital property Currency BOX12 Capital gains losses not used to calc ded Currency BOX13 Business investment loss Currency BOX15A Carrying charges and interest expenses Currency BOX15B Dividend rental arr compensation payments Currency BOX16 Quebec income tax withheld at source Currency BOX17 Foreign income tax paid on non busi
228. payment Dividend tax credit Eligible taxable capital gains on resource property Number units acquired during fiscal period Cost per unit Total cost of units Limited recourse amount At risk adjustment Other indirect adjustments Canadian exploration expenses Canadian development expenses Quebec exploration expenses Quebec surface mining or oil amp gas exploration expenses Exploration expenses incurred in Northern Quebec Share and security issue expenses Assistance box 60 Assistance box 61 Assistance box 62 Assistance box 63 Type max size Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Integer Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Comments Examples amp Defaults No decimals 2011 ELM Computer Systems Inc Appendices 199 Heading Description Type Comments Examples max size amp Defaults BOX66_ 64 Assistance box 64 Currency BOX71 Eligible amount Currency BOX74 Percentage interest tax credit Numeric 4 decimals The XBOX fields below represent the box number of the 28 generic information boxes on the RL 15 XBOX01 Box number Text 7 XBOX02 Box number Text 7 XBOX03 Box number Text 7 XBOX04 Box number Text 7 XBOX05 Box number Text 7 XBOX06 Box number Text 7
229. ppears directly below the main menu and enables quick single click access to frequently used functions Any item that is greyed out is not currently available Company Name Displays the current company name Use the drop down box to select from the list of companies Select a different company J Opens the list of companies Highlight the desired one and click Select 3 Add a new company Opens the Add new company dialog window Edit company information Zia Opens the Edit company information dialog window Print current form Opens the Print dialog window for the currently open form Revert ig Restores data entry fields to their original values New Adds a new slip of the type currently in focus Delete Deletes the current slip You will be asked to confirm the deletion 2011 ELM Computer Systems Inc Getting Started 41 2 8 2 9 Go to first form Switches to the first slip for the company in the current sort order Go to previous form wa Switches to the previous slip for the company in the current sort order Go to next form Switches to the next slip for the company in the current sort order Go to last form Switches to the last slip for the company in the current sort order Find specific slip A Opens the list of recipients to locate a specific slip Sort Order Displays the current slip sort order
230. printed exported or emailed from the preview window This same report can be generated by selecting T4 then Adjustments from the Reports menu Adjust Slips Select Adjust Slips to adjust the CPP and or El for all of the employees in a given company or selection of companies at one time without producing the Adjustment Report The adjustments will be made according to the adjustment options you have entered for the company See Adjusting T4s 7 for further information about the adjustment options The adjusted values will appear in the Adjusted column on the T4 and or RL 1 slips when you view them and be printed on the T4 and or RL 1 slips 2011 ELM Computer Systems Inc 62 T4 TimeSaver User Guide 4 6 when they are printed Undo Adjustments Select Undo Adjustments to remove the adjustment information from the T4 and or RL 1 slips when you view them and to revert back to the entered values on the T4 and or RL 1 slips when they are printed Refresh Data Use this button to update any company data that may have changed since the Print Adjustment Report window was opened Filing Status T4 TimeSaver Enterprise only The Enterprise version of T4 TimeSaver adds the ability to filter the companies included in the Adjustment Report on Filing Status Unlock all Companies in Database Select Unlock all Companies in Database from the Company menu Use this function when an error message is displayed stating that a
231. puter Systems Inc 118 T4 TimeSaver User Guide T4ANR T4A NR information T4AP T4AP information T4ARCA T4ARCA information T4PS T4PS information T4RIF T4RIF information T4RSP T4RSP information T5 T5 and or RL 3 slip information T5007 T5007 slip information T5013 T5013 information T5018 T5018 information R2 RL 2 information R8 RL 8 information R15 RL 15 information R16 RL 16 information R17 RL 17 information R25 RL 25 information 5 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 Headings for Import Files 150 for details about headings for each type of slip information For example the first row for a list of T4 slips might contain only the following headers which other than column A do not need to be in any specific order T4 LASTNAME FIRSTNAME ADDRESS1 CITY PROV POSTAL SIN TAXYEAR INCOME CPP El 6 Make sure that the contents of each column match 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 A B D E F G H I J K L M N T4 LASTNAME FIRSTNAME INITIAL ADDRESS1 ADDRESS2 CITY PROV POSTAL COUNTRY SIN TAXYEAR INCOME 1 Aarons Aldo A 1Apple Court Apt 1 Acton ON A1A1A1 CAN 123456789 2009 10 000 00 ABCDE Company
232. puter Systems Inc 22 T4 TimeSaver User Guide JE T4 TimeSaver Net 2008 el e Select Install Type ay ES If you select a Workstation installation T4 TimeSaver NET will be installed for use on your computer However if you select Network Administrator the program and the node setup program will be copied to the file server Each user can then run T4NetNode exe to set up their own workstation Workstation Installs a copy of T4 TimeSaver on your hard disk Network Administrator Installs the application for use on the network 0 You will be given the option to install T4 TimeSaver in one of two ways As either a Workstation or Network Administrator installation Workstation Installation Select Workstation from the Select Install Type window if you will install T4 TimeSaver individually on each workstation This will install the program on any local hard drive or network drive available to the workstation and place all support files and resources required by the program on the workstation s hard drive This is the best option to choose if you do not have a network or will be using T4 TimeSaver on a small number of workstations Network Administrator Installation Select Network Administrator from the Select Install Type window if you will install T4 TimeSaver on a network drive for subsequent distribution to each workstation At each workstation you will be required
233. quire a category of persons to file their RL slips electronically or on magnetic media The Minister of Revenue has required all agents who submit more than 500 RL 1 RL 2 or DI 25 cline tn file there cline an dicate CN DOM ne DVD in YMI farmat nr hu Internet http www revenu gouv qc ca en sept services sgp_rl_Internet default aspx Click the Access to service button which will open a logon page where you will enter the username and password assigned to your firm by the Revenu Qu bec 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 Revenu Qu bec website Here you will be prompted to upload the XML file created by T4 TimeSaver that contains the company data in XML format to the Revenu Qu bec website The XML file will be located in T4 TimeSaver s XML 2011 ELM Computer Systems Inc Electronic Filing 111 Output folder This folder can be located by using the FILE LOCATIONS option under the SETUP menu in T4 TimeSaver T4 TimeSaver saves all XML files in the following format COMPANY NAME xx XML where COMPANY 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 XML is the default file type designator required by Revenu Qu bec
234. r ADMIN Change Authorization Code This feature is available in the Basic version and in the Plus version to the administrator logged in with the user name ADMIN Use this feature to remove the current authorization code allowing you to enter a new one This would be used for example to upgrade from one version of T4 TimeSaver to another Use of this function does not affect the database containing any form data already entered Click Yes to delete the existing authorization code and exit the program The next time T4 TimeSaver is started it will be unregistered and a new authorization code will need to be entered Click No to cancel the function and return to T4 TimeSaver Change Authorization Code To change your authorization code click Yes to remove your current code and exit T4 TimeSaver When you restart the program you will be prompted for your authorization code Change Your Password T4 TimeSaver Plus amp Enterprise Only This feature allows a user of the Plus version to change their own password Type in the current password the new password and then confirm the new password by typing it again Check the Show Typing box to display the password leave it unchecked to display asterisks instead Follow the instructions given for selecting a strong password Press OK to implement the new password Press Cancel to cancel the change and revert back to your current password You will receive a confirming message
235. r Defined Groups Fling Status 1 selected E Display and process in selection sequence Filing Options Setup Processing Deere ain est e Sip sts zj Set Serial Number Go to Output Folder Validation Options Set Output Folder Remove Serial s Critical error report Refresh Data Show only the first 20 critical error messages V Show XML schema eror messages Close Warings report V Show validation wamings report Show only the first 20 waming messages Validation Report for Revenu Qu bec Submissions This report will be run automatically when you process returns for electronic filing or it can be run at any time by selecting Validate Data Before Filing from the Reports menu The CRA has strict filing requirements that must be met The validation procedure will identify any missing or invalid data and allow you opportunity to correct the data before transmitting it Select the company or companies and the type of return s to be validated Select Validation report 2011 ELM Computer Systems Inc Producing Reports 87 only to run the validation report on its own or select a filing method to both validate and create the electronic filing submission at the same time If the data fails the validation procedure the filing will be aborted See Electronic Filing Preparation 1041 for further information regarding the settings in this window Click on Process The Critical Error Repor
236. r Options 58 59 Adjustment Transfer Over Remittance 58 Administration User 130 Authorization Code 26 Authorization Code Change 134 C CD Filing 111 Change Authorization Code 134 Change Password 134 Check Database Integrity 28 Close Database 28 47 Codes Country 142 Codes Province amp State 149 Common Problems 137 Company List Printing 96 Company Name 40 Company Selection ToolBar 30 Company Add 40 Company Adjustment Options 55 Company Create 54 Company Defaults 126 Company Delete 60 Company Edit 40 60 Company General Information 54 Company Import File Header 151 Company Merge 114 Company Net Pay 59 Company Select 40 59 Company Transfer 114 Company Unlock 62 Contact Information Global 116 Contribution Rates and Constants 132 Convert Database 48 Converting Databases 122 Country Codes 142 CPP Adjustment Options 56 Create Company 54 Create Database 47 Ctrl A 41 Ctrl D 41 Ctrl P 41 Ctrl PgDn 41 Ctrl PgUp 41 Ctrl S 41 D Data Import Excel 117 Data Import XML 120 Data Entering 42 2011 ELM Computer Systems Inc Index 213 Data Field Selection 127 Data Validating 86 Database Close 47 Database Convert 48 122 Database Create 47 Database Open 46 Database Repair 51 Default Adjustment 126 Default New Company 126 Delete Slip 29 40 Deleting a Company 60 Deleting a Slip 64 Display Options 130 Download 25 DVD Filing 111 x ee Edit
237. r of first Text 10 recipient OTHERNUMBER2 NEQ or identification number of Text 10 second recipient FIRSTINDIVIDUAL Yes if first recipient is an individual Yes No Yes no otherwise SECONDINDIVIDUAL Yes if second recipient is an Yes No Yes individual no otherwise REPORTCODE Status of Slip Text 1 R Original A Amended or D Cancelled RECTYPE Beneficiary type code Text 1 1 2 3 4 5 6 or 7 BENEFICIARYNUM Beneficiary Number Text 20 YEAR Taxation Year Integer 4 2010 TEXTATTOP Optional text to print at top of slip Text 15 CAPITALGAIN Capital gains Box A Currency 2011 ELM Computer Systems Inc 204 T4 TimeSaver User Guide SINGLEPENSION ACTUAL E ACTUAL ENTITLEMENTPENSION FOREIGNINCOME BUS FOREIGNINCOME NONBUS OTHER INCOMECODE ENTITLEMENTCAPITALGAIN TAXABLE CREDIT FOREIGNINCOMETAX BUS FOREIGNINCOMETAX NONBUS COSTBASEADJUSTMENT CONSOLIDATIONCODE CURRENCYCODE Single pension payment Box B Actual amount of eligible dividends Box C1 Actual amount of ordinary dividends Box C2 Pension payment giving entitlement to a tax credit box D Foreign business income box E Foreign non business income box F Other income box G Code corresponding to the type of income entered in box G Capital gains giving entitlement to a deduction Box H Taxable amount of eligible and ordinary dividends Box Dividend tax credit Box J Foreign income tax on business in
238. re Production Release 2010 1 1 135 1 Removed an unintentional limitation which prevented XML files from being produced after December 1st November 1 2010 Pre Production Release 2010 1 1 134 1 Import from Excel for T3 and RL 16 slips is now enabled Data entry for T3 and RL 16 slips and summaries is also enabled Draft versions of the printed T3 and RL 16 slips and summaries are also 2011 ELM Computer Systems Inc Appendices 211 available XML output for T3 and RL 16s is not available in this version of T4 TimeSaver October 26 2010 Pre Production Release 2010 1 1 133 1 Fixed a problem which prevented the French language user interface from working properly 2 ta 20 2010 Pre Production Release 2010 1 1 132 All rates and constants have been updated for the 2010 taxation year Data may be rolled forward from 2009 T4 TimeSaver 2 T4RIF T4RSP and T5007 forms are now available 3 T4 TimeSaver now has a fully bilingual user interface Use Setup gt Language to switch between French and English 4 Forms printing XML output is in 2009 format but may be used for filing 2010 returns 5 Electronic filing has been reorganized to make the procedure more intuitive 6 Electronic submissions can now be prepared for selected slips instead of just all original or all amended slips 7 Database maintenance routines conversion repair update between versions now run quicker April 1 2010 Pre Pro
239. 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 If a 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 of this employee This adjustment will be reflected in the adjusted tax on the Adjustment reports for the particular employee Increase the gross pay with over remittance If an over remittance is created by the adjustments 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 4 1 2 5 Other Options Adjust CPP EI PPIP differences greater than If an amount is entered in this box an adjustment to CPP QPP El or PPIP 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 EI and PPIP is less than or equal to the threshold no adjustments will be made and the entered amounts for CPP QPP EI PPIP and tax will appear on the T4 slips Do you want CPP El amp PPIP to be adjusted to their calculated amounts even if there is
240. riate option You can also check the Don t display net pay to prevent Net Pay from being displayed Set to QC Button Clicking on this button will create and associate a RL 1 slip to the current T4 slip To reverse the procedure change the province of employment on the T4 from QC to any other province or territory You will be asked to confirm deleting the RL 1 associated with the current T4 slip Advanced Tab T4 TimeSaver Enterprise Only 2 Advanced Information slips can be distributed electronically for example by e mail if you have received the employee s consent in writing or electronic format Email address Recipient consents to receive electronic copy of slip Filename of slip pdf file Email delivery status Special electronic filing Check to select this slip for special electronic filing 2011 ELM Computer Systems Inc Entering Slips 71 5 7 In T4 TimeSaver Enterprise you will see an e Slip tab on many of the information slip data entry screens The fields on this screen are used to enter the email address of the slip s recipient which can then be used to email an electronic copy to the recipient rather than collating and mailing paper slips The slip will be sent to as a PDF file You are required to obtain the employee s consent before you can distribute slips in electronic format Email address Enter the recipient s email address When emailed the PDF slip will be se
241. rious slip types share an identical or nearly identical set of recipients Slips of another type can only be created within a single company you cannot copy slip information from one company into another company Company Specify the company within which to create the new slips from slips already existing within that company Type of slips to copy from Use the drop down box to select the type of already existing slip containing the data to be copied Type of slips to create Use the drop down box to select the type of slip to create from the existing data Slips to be Copied Use the Select All button to select all slips of the type to be copied or select slips individually You can use the Clear All button to clear your selection and start over Once the correct slips have been selected you can use the Create Slips button to create the new slips from the selected slips 2011 ELM Computer Systems Inc Part XII NO 2010 1 TIMESAVER 126 T4 TimeSaver User Guide 12 12 1 12 1 1 12 1 2 Using Setup to Configure T4 TimeSaver NET User Settings For the Plus and Enterprise versions of T4 TimeSaver each user may set their own default preferences in a number of areas such as New Company T4 Adjustment Data Entry and Electronic Filing options These user settings are linked to the User Name used when logging in to T4 TimeSaver New Company Defaults Page Complete the New Company Defaults p
242. rmation Other information Other information Other information Other information Other information Other information Text 20 Text 20 Text 20 Text 20 Text 20 Text 20 Text 20 Text 20 Text 20 Text 20 Text 20 Text 20 Text 20 Text 20 Text 20 Text 20 Text 20 Text 20 Text 20 Text 20 Text 20 Text 20 Text 20 Text 20 Text 20 Text 20 Text 20 2011 ELM Computer Systems Inc Appendices 201 Heading Description Type Comments Examples max size amp Defaults XTXT28 Other information Text 20 The XAMT fields below represent the dollar amounts if required of the 28 generic information boxes on the RL 15 01 Dollar value Currency XAMTO2 Dollar value Currency Dollar value Currency XAMT04 Dollar value Currency 05 Dollar value Currency XAMTOG Dollar value Currency XAMTO7 Dollar value Currency XAMT08 Dollar value Currency 09 Dollar value Currency XAMT10 Dollar value Currency XAMT11 Dollar value Currency XAMT12 Dollar value Currency XAMT13 Dollar value Currency 14 Dollar value Currency XAMT15 Dollar value Currency XAMT16 Dollar value Currency XAMT17 Dollar value Currency XAMT18 Dollar value Currency XAMT19 Dollar value Currency XAMT20 Dollar value Currency XAMT21 Dollar value Currency XAMT22 Dollar value Currency XAMT23 Dollar value Currency XAMT24 Dollar value Currency XAMT25 Dollar value Currency XAMT26 Dollar value Currency
243. rom this file into Setup gt User Settings gt Electronic Filing If selected imports transmitter information included in the source XML file into the current database Do not validate XML file before starting import If selected validation of the source XML data will be skipped otherwise imported data will be checked for errors Import Begins import What happens T4 TimeSaver adds the slip data to the company you indicated If there are already slips of this type in the company the imported data will be added after the existing slips A summary for the return will be created or updated as required For example if you have a company with 10 T4 slips and you import a list of 15 more T4 slips T4 TimeSaver updates the T4 summary with the totals of all 25 slips 11 4 3 Open Excel Templates T4 TimeSaver Plus amp Enterprise Only 2011 ELM Computer Systems Inc Using Tools to Manipulate Data 121 This menu item opens the Excel import templates using your default spreadsheet editor The templates were installed with T4 TimeSaver in a subfolder named DB in the same folder where T4 TimeSaver was installed Use the Excel import templates as a guide in creating an import file that can be used to import data from third party applications into T4 TimeSaver Note Use your spreadsheet editor s Save As function to save the spreadsheet containing your data under a different filename Failure do this will cause the Excel import templat
244. ror message could appear when the installation file is located on a network drive and you are installing T4 TimeSaver either locally or to any network resource accessible to your computer To resolve this error copy the installation file to your local hard drive and install T4 TimeSaver from this CODy 2011 ELM Computer Systems Inc 140 T4 TimeSaver User Guide 14 When enter the Business Number the Social Insurance Number or any other fixed length number cannot enter all the digits This is usually caused by including the special formatting characters such as a space or hyphen as part of the number Excluding all characters but the actual numbers or letters should resolve the problem Other Problems a Miscellaneous data problems run the Repair Database function found in the File 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 software or programs that start with Windows restart your computer to eliminate any pote
245. rt your slip data Or if the software will create an XML file suitable for submission to the CRA you can use the Import from Payroll feature to import your slip data 11 4 1 Import from Excel File T4 TimeSaver Plus amp Enterprise Only T4 TimeSaver Basic imports only the first three records of Excel data for evaluation purposes Instructions 1 Export your data to an Excel spreadsheet Using T4 TimeSaver Plus each sheet in the spreadsheet may contain data for one company and one type of slip only Example sheet 1 contains T4 RL 1 data for Company1 sheet 2 contains T4A data for Company1 sheet 3 contains T4 RL 1 data for Company2 etc When using T4 TimeSaver Enterprise each sheet in the spreadsheet can contain multiple companies by entering the company name s in the COMPANY NAME 1 column to distinguish between the companies that each slip will be imported into Each sheet will be imported separately 2 Insert a column to the far left so that the first column A is blank 3 Insert a row at the top so that the first row 1 is blank 4 Designate the type of data being imported by entering one of the keywords shown in this table into every cell in column A Enter this If the row contains text Company Company information NR4 NR4 information T1204 T1204 information T2200 T2200 information T2202A T2202A information T3 T3 information T4 T4 and or RL 1 slip information T4A slip information 2011 ELM Com
246. s Inc Getting Started 31 2 6 4 2 6 5 Status Bar Toggles display of the status bar at the bottom of the T4 TimeSaver window Slip Editing ToolBar Toggles display of the slip editing Toolbar 27 006 mmm Company Selection ToolBar Toggles display of the company selection toolbar Default Company ES E gt Start Page Toggles display of the Start 251 Some menu items lead to options that are not available in all versions of T4 TimeSaver These menu items may appear in the menus and if selected will inform the user that the chosen option is available only in a higher version Company Menu Company Menu Company Forms Tools Setup Repo Company Forms Tools Setup Repo New Company New Company Select Company Select Company Edit Company Information Edit Company Information Delete Company Delete Company Adjust Unadjust T4 Slips Adjust Unadjust T4 Slips Unlock All Companies in Database Unlock All Companies in Database Company Filing Status Company Menu Lite Basic amp Plus Company Menu Enterprise New Company Used to create a new company Select Company Selects from a list of existing companies Edit Company Information Used to change general Company Information 541 Adjustment Options _ ss Adjustment Options and Net Pay 591 calculation settings Delete Company Deletes the current company after confirmation Adjust Unadjust T4 Slips Adjust Unadjust
247. s a sub menu by which a database may be either backed up or restored Repair Database Checks currently open database and repairs any damage Check Database Integrity Checks integrity of currently open database Repair User Database Checks database storing user information user name session status amp etc and repairs any damage Event Viewer Enterprise Allows the system administrator to view data events of the system Print This Form CTRL P Sends currently open form to the default printer Exit Closes all open forms and dialogues and exit T4 TimeSaver Once T4 TimeSaver as been used to access one or more databases a list of recently used databases will appear below the Exit menu item Some menu items lead to options that are not available in all versions of T4 TimeSaver These menu items may appear in the menus and if selected will inform the user that the chosen option is available only in a higher version 2 6 2 Edit Menu Edit Menu 2011 ELM Computer Systems Inc 30 T4 TimeSaver User Guide Edit View Company Forms _ Tools Set Add Slip Ctri A Delete Slip Ctrl D Select Slip from List Ctrl S List Valid Options F2 Override Calculated Field F4 Revert First Slip Ctrl PgUp Previous Slip PgUp Next Slip PgDn Last Slip Ctrl PgDn Insert Company Address Shift F6 Copy Employee Information F7 Paste Employee Information Shift F7 Add Slip CTRL A Adds one
248. s allocated to the partners for each box If you import the allocated amounts the totals will be automatically summed up to the summary and the boxes on the slips will all be overridden so that automatic allocation is suppressed If you prefer to enter the totals of the income and expenses on the summary and have T4 TimeSaver allocate the amounts to the partners you can also do that Simply do not enter the amounts in the spreadsheet Then after the import is complete enter the total amounts on the summary and select the method for calculating the partner s share See Allocating Amounts from the Summary to the Slips below The boxes in the Other amounts and information section of the slips cannot be imported Allocating Amounts from the Summary to the Slips For partnerships where the income and expenses are allocated to the partners based on a percentage T4 TimeSaver can automatically calculate the amounts for each partner Open the T5013 summary Forms Partnership Federal T5013 Summary page 1 and select one of the 3 options in the drop down list Methods for calculating partner s share of income and expenses The purpose of the allocation method is to determine how T4 TimeSaver calculates each partners share of the income and expenses entered on the summary The methods are described below 2011 ELM Computer Systems Inc Partnership Forms Plus amp Enterprise Versions Only 81 8 1 Method P
249. s and Passwords T4 TimeSaver Plus amp Enterprise Only If you purchased either the T4 TimeSaver Plus or T4 TimeSaver Enterprise version license you will be prompted for a user name and password each time you start the software You can enter any name you wish to use for a username it is not necessarily your computer or network user name Under most circumstances there a unique user name should be assigned to each person or workstation using T4 TimeSaver LogOn L J a User name ST 2010 _ TIMESAVER Password The first time you enter a new user name you will be prompted to create the account enter a password for the user and to confirm that this is a new user You can change the password later by selecting the Change Your Password 131 option from the Setup 351 menu You not required to create a password but it is recommended that you do so in environments where greater data privacy is required Please keep track of your password as it is cumbersome to recover if it is misplaced 2011 ELM Computer Systems Inc 28 T4 TimeSaver User Guide 2 6 2 6 1 Set Password amp Show Typing Enter new password Confirm password We recommend creating a strong password A strong password is atleast 6 characters long and contains a mixture of upper and lower case letters numbers and special characters You may use the following characters Lower case lett
250. se Program Update Automatic checking is OFF Check for program update now Turn automatic checking ON View version history notes Go to downloads page A notice that There is no current database indicates that no database is currently in use by T4 TimeSaver You can at this point elect to create a new database if you are a first time T4 TimeSaver user or you want to enter your data fresh or convert a database from the 2009 T4 TimeSaver if you are rolling data forward from the 2009 T4 TimeSaver to the 2010 T4 TimeSaver See Creating a Database 471 or Converting Databases 122for more information Registration The first time you start T4 TimeSaver you will see the registration screen Your copy of T4 TimeSaver must be registered before full functionality of the program is activated Until the authorization code has been entered T4 TimeSaver will operate as a demo All data entered into T4 TimeSaver while it is a demo will be retained upon authorization Enter the unique authorization code issued to you by ELM Computer Systems to register this copy of the program You will receive your authorization code by one of the following means 1 The authorization code will be displayed in your Internet browser after successful completion of your order at our Online Store 2 The authorization code will be emailed for orders emailed faxed or telephoned to us that do not require shipping 3 The authorization code will be included
251. sername INI file where username designates the logon name of the current user The User Settings option should only be used under the supervision of ELM Technical Support Language The Language option allows you to switch the T4 TimeSaver user interface between English and French Setup Reports Windows Help User Settings User Administration Data File Security Contribution Rates and Constants File Locations Change Authorization Code Change Your Password Edit Setup Files 4 Language 7 English French 2011 ELM Computer Systems Inc Part XIII NO 2010 1 TIMESAVER Appendices 137 13 13 1 Appendices Common Problems the T4 TimeSaver or The user named is not currently using the program 1371 2 The system is not calculating CPP properly How do enter the number of pensionable weeks 137 3 El insurable earnings is not printing even when have entered a value in Box 24 135 4 have installed an update but the new features do not appear to be available or functioning 13 5 I get the message Cannot execute external program regedit exe when installing the program 136i 6 My computer hangs when start up T4 TimeSaver or My computer hangs when start up the program and enter the user name 138 7 get the message The OLE system files are in use and cannot be updated This installation must restart W
252. size Text 30 Text 12 Text 1 Text 30 Text 30 Text 28 Text 2 Text 10 Text 3 Integer 4 Text 1 Text 9 Text 15 Text 12 Text 30 Text 30 Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Comments Examples amp Defaults Required field 2010 O Original A Amended or C Cancelled 2011 ELM Computer Systems Inc Appendices Heading PENSION PENSIONNO RESPACCUM RESPED CHARITABLE FEES RESPPAYMENTSOTHER RECIPIENTPAIDHELTHPLA NS LABOURADJUSTMENTBEN EFITS SUBPQUALIFIED CASHAWARD BANKRUPTCY UNREGPEN SIPENSION LUMPSUMACC LUMPSUMSI LUMPSUMRPP LUMPSUMDPSP LUMPSUMNONRES LUMPSUMUNREG LUMPSUMNOTRANS DPSPANNUITY Description 32 Pension adjustment box 34 Pension plan reg number box 36 RESP accum income payments box 40 RESP educational assist pay ts box 42 Charitable donations box 46 Fees for services box 48 RESP accumulated income payments to other box 122 Recipient paid premiums for private health services plans box 135 Labour adjustment benefits act and appropriation act box 150 SUBP qualified under the Income Tax Act box 152 Cash award or prize from payer box 154 Bankruptcy settlement box 156 Unregistered pension plan box 109 Status Indian pension or superannuation box 146 Lump sum pymt accrued to 12 31 71 box 110 Status Indian Lump
253. size will occur the next time 4 TimeSaveris started Changes to color schemes will take effect as new data entry forms are opened Toolbar Icon Size Set to small medium large or very large as desired Colours Select a predefined colour scheme from the list a preview of the colour scheme will be displayed for your review If you select CUSTOM you must then select both a background colour and band colour by clicking on the appropriate boxes and selecting from the colours displayed User Administration T4 TimeSaver Plus amp Enterprise Only This feature is only available to the administrator logged in with the user name ADMIN The administrator is able to change the password for any user as well as deleting a user account altogether 43 Start Page 82 User Administration vx List of user accounts ADMIN Selected user account MANUAL Singh 8 Add User Copy User Edit User Options Change Password Delete user account Close Add User Create an entry in the user database for a new user account The new user can log on to T4 TimeSaver their personal settings will be saved to the user database when they exit T4 TimeSaver The ADMIN user account is automatically created upon installation of T4 TimeSaver Plus or Enterprise it can neither be created nor deleted Copy User 2011 ELM Computer Systems Inc Using Setup to Configure T4 TimeSaver NET 131 Copies all personal set
254. st name Text 12 INITIAL Recipient middle initial Text 1 ADDRESS1 Address line 1 Home address Text 30 ADDRESS2 Address line 2 Business address Text 30 CITY City Text 6 PROV Province code Text 2 POSTAL Postal code including space Text 10 COUNTRY Country in address Text 3 CAN USA etc SIN Social insurance number Text 9 TAXYEAR Taxation year Integer 4 EMPNUM Employee number Text 20 JOBTITLE Job title amp brief description of duties Text 100 Q1YES Question 1 Expense Yes Yes No Yes checkmarks box No will not Q1NO Question 1 Expense No Yes No Yes checkmarks box No will not Q2YES Question 2 Area of travel Yes Yes No Yes checkmarks box No will not Q2NO Question 2 Area of travel No Yes No Yes checkmarks box No will not Q2AREA Question 2 Area of travel Text 60 5 Question 3 Consecutive hours Yes Yes No Yes checkmarks box No will not Q3NO Question 3 Consecutive hours No Yes No Yes checkmarks box No will not Q3HOWFREQUENTLY Question 3 How Frequently Text 50 Q4FROM Question 4 From date Date Mmm dd yyyy Ex Apr 1 2010 Q4TO Question 4 To date Date Mmm dd yyyy Ex Apr 1 2010 Q4BREAK Question 4 Break in employment Text 60 2011 ELM Computer Systems Inc 156 T4 TimeSaver User Guide Heading Q5AYES Q5ANO Q5AMTFIXED Q5PERKMRATE Q5AAMTFORKM Q5AMTONT4 Q5BYES Q5BNO Q5CYES Q5CNO Q5AMT
255. sum payments box 148 Lump sum payments RPP not eligible box 108 Lump sum payments DPSP not eligible box 180 Lump sum pymt non resident services box 102 Lump sum pymt unreg d pension ben box 190 Lump sum pymt no trans box 158 Instalment or annuity pymt under DPSP box 115 Type max Defaults Currency Text 19 Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency 169 Comments size Examples amp 2011 ELM Computer Systems Inc 170 T4 TimeSaver User Guide Heading IAACANNUITY RETIRINGSI RETIRINGNONSI OTHERSI OTHERDPSP BOARDSITE MEDTRAVEL LOANBENEFIT RESEARCH SCHOLARSHIP WAGELOSS DEATHBENEFIT MEDBENEFIT DISABILITY GROUPTERMLIFE VETERANSBENEFIT APPRENTICESHIPINCENTIVE TAXDEFPATDIVIDENDS RPPPRE1990 REGISTEREDDISABILITY WAGEEARNERPROTECTION VARIABLEPENSION TEXTATTOP EMAILADDRESS OKTOEMAILSLIP Description IAAC annuity box 111 Status Indian eligible retiring allowance box 142 Status Indian non elig retiring allowance box 143 Status Indian other income box 144 Instalment annuity under revoked DPSP box 115 Board and lodging at special work sites box 124 Medical travel box 116 Loan benefit under s
256. t 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 Revenu Qu bec 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 Revenu Qu bec Either report can be printed by clicking the Print button Refresh Data Use this button to incorporate any additions deletions or changes made to the company list or changes made to individual slips since the Validating Data window was opened Set Output Folder Allows the user to change the location of the XML submission files See File Locations 1133 for further information Go to Output Folder Pressing this button will open the folder that the XML submission files will be stored 9 3 Printing Slips Select the desired type of slip from the Reports menu A list of available reports for that type of slip will appear from which you can select the report you wish to print The option of whether to print two slips per page or three slips per page will be available only when selecting from T4 reports 2011 ELM Computer Systems Inc 88 T4 TimeSaver User Guide 43 Start Page 43 Print Slips 2 page X Companies Tawa TUE Se Clear All V Sample Company Sample Company Curent Company User Defined Groups i Save As Exception Bing Status 1 selected Display and
257. ta to see if there any issues See http www t4timesaver com r1 for more information Hes 24 2011 Production Release 2010 1 3 168 The Quebec form TP 646 has been updated to the 2010 format 5 RL 3 Edit List now prints the Quebec Identification Number at the bottom of the report instead of the federal Account Number 3 The Pension Number Box 36 now prints in the other information boxes area on the T4A Slip 4 The T2200 now prints the recipient s first name in the designated area instead of alongside the surname 5 The and Quebec Identification Number are now printed on the RL I Summary on the top of the remittance slip 6 Box PPIP Insurable Earnings on the RL 1 slip now prints 0 00 instead of a blank in the case where there are no earnings January 18 2011 Production Release 2010 1 3 166 1 A problem was corrected which prevented XML validation reports from displaying in French 2 A change was made to the T5 XML validation report preventing spurious warning messages about invalid account numbers in cases where the recipient is a corporation While these spurious messages can be ignored the updated version of T4 TimeSaver will remove them from the report January 13 2011 Production Release 2010 1 3 165 2011 ELM Computer Systems Inc 210 T4 TimeSaver User Guide T3 and RL 16 XML Federal and Quebec Trust Returns have now been enabled However the TP 646 RL 16 Ret
258. that are stored in the User Settings 5 You will be asked to confirm your choice T4 TimeSaver Plus amp Enterprise Only T4 TimeSaver Plus and Enterprise versions use an enhanced Adjustment Options screen which adds the following adjustment options Lock the adjustment options for the current company Locks the adjustment options for the current company so that then cannot be changed using the Global Adjustment Options 115 under the Tools menu Disable T4 RL 1 adjustments for the current company Disables T4 and RL 1 adjustments for the current company CPP QPP EI and QPIP values will not be adjusted for the current company when the Adjustment Report is run CPP QPP Adjustment Options NOTE ONLY ONE OF OPTIONS A AND B MAY BE SELECTED Option A Adjust CPP QPP if over maximum under minimum If this option is selected CPP QPP will be adjusted to fall within the range where the upper limit is calculated as the lesser of CPP QPP Pensionable Earnings x 4 9596 AND 2 163 15 and the lower limit is calculated as the lesser of CPP QPP Pensionable Earnings 3 500 00 x 4 9595 AND 2 163 15 2011 ELM Computer Systems Inc Company Information 57 4 1 2 2 4 1 2 3 If the CPP QPP deducted is greater than the Upper Limit it will be reduced to the Upper Limit If the CPP QPP deducted is less than the Lower Limit it will be increased to the Lower Limit If the CPP QPP deducted falls within the range of the
259. the recipient s business number instead Status of Slip Relev Code Enter the appropriate code to designate whether the slip is an original canceled or amended slip For federal information slips and the RL1 amp RL3 provincial Qu bec information slips the options are e O Original or R for provincial information slips other than the RL1 amp RL3 e A Amended e C Canceled or D for provincial information slips other than the RL1 amp RL3 Errors and Warnings Messages regarding incomplete or missing data will be displayed in this area Optional text to print at top of slip Enter text that should be printed at the top of the slip Unique Data Fields amp Buttons 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 Box field with the corresponding Amounts directly beside Press F2 or double click the box field to display a list of available codes See your Tax Guide for a list and description of appropriate type codes S I N Validation Most forms T4 TimeSaver will check the validity of the S I N entered and will display the contents of the S I N box 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
260. the server to have all updates propagate to the workstation s 2011 ELM Computer Systems Inc 24 T4 TimeSaver User Guide 2 2 1 Refer to Important Note for Network Administrator Installation 22 for successful installation of T4NETNODE EXE 3 Terminal Servers Using T4 TimeSaver in a Terminal Server environment requires that a Workstation Installation of T4 TimeSaver be performed from the console of your Terminal Server using the appropriate Terminal Server application installation protocols On most Windows servers Terminal Server applications are installed using Add or Remove Programs from the Control Panel 4 Databases Whether have computers on a Workstation Installation a Network Administrator Installation or both any T4 TimeSaver databases created by one installation can be opened by the other The only caveat to this is that all T4 TimeSaver installations accessing a given database must be at the same revision level you can see the revision of any T4 TimeSaver installation by selecting About from the Help menu Installing Program Updates From time to time as a result of user requests program updates or bug fixes an updated version T4 TimeSaver may be released Your software license entitles you to download and install these updates at no additional cost whenever these updates become available Refer to the section Receiving Updates 251 for details on how to obtain updates to T4 TimeSaver W
261. tic media submission and is assigned when you process the XML output not when the slips are printed Setting the starting serial number does not assign the numbers to the slips e The bottom serial number is associated with the paper copy and is assigned when the forms are printed The procedure to ensure that both serial number print correctly on any paper Relev slips would be to 2011 ELM Computer Systems Inc 110 T4 TimeSaver User Guide 10 3 2 Enter the slips into T4 TimeSaver Check for errors in data entry Process the electronic filing submission file This assigns the top serial number Print the slips this will assign the bottom serial number Since the XML processing was done first both serial numbers will print Internet Filing to MRQ T4 TimeSaver is able to utilize Revenu Qu bec s URL for Internet filing of Relev returns Because the Revenu Qu bec website may be changed without notice the screen captures below may not be current When the Internet filing option is selected as the destination for the Electronic Filing submission an Internet Filing dialog box will appear once the Process button is selected You will be warned if the file size exceeds the maximum of 150Mb allowed by the Revenu Qu bec for Internet filing Make note of the information given and click the Go to Internet Filing Page button to continue The following web page will be opened Revenu Qu bec
262. ting and technical contacts If CRA has assigned a Transmitter Number for federal forms it should be entered If you will be filing any Qu bec forms you will need to complete all the fields in the Quebec section See Electronic Filing Preparation 105 for further information regarding electronic filing 2011 ELM Computer Systems Inc 128 T4 TimeSaver User Guide Start Page lt User Settings v x User Settings ee 1 New Company Defauits zAdusmenOpions 3 Data Entry 9 5 Options m Transmitter Information Name line 1 Transmitter number Name line 2 Address line 1 Address line 2 Quebec City Province Transmitter number Postal code Country Transmitter type 2 E Fingon behat of other filers Identification file Accounting Contact NEQ Name Source of slips B RL slips are facsimiles obtained from third party Area code phone number Phone extension Language EB Technical Contact Name Area code phone number Telephone extension Language E mail i You do not have to submit a test file to CRA before filing your returns electronically ELM Computer Systems has already received approval for the electronic filing format on your behalf N
263. tings of an existing user to a new user account This is handy for network administrators to setup multiple user accounts with similar settings Edit User Options Turns on user settings mode for the selected user account In this mode the user s personal settings can be configured at will To commit them to the user database you can either exit T4 TimeSaver or return to the User Administration dialogue and click on Done Change Password Changes the password for the selected user account Delete User Account Deletes the selected user account 12 3 Data File Security US Start Page JUS Data Security X Protect user settings database from unauthorized access Protect current database from unauthorized access The protect database from unauthorized access option is a feature which will configure the selected database so that it cannot be opened by programs other than T4 TimeSaver Data Security Lite amp Basic In T4 TimeSaver Lite and Basic data file security is limited to locking the current database and T4 TimeSaver s user database so that they can be accessed only from within T4 TimeSaver 2011 ELM Computer Systems Inc 132 T4 TimeSaver User Guide kd Start Page WE Data Security 1 Restrict access to the current database 7 Protect user settings database from unauthorized access Protect current database from unauthorized access you restrict access to this dat
264. ton to display the filing status for the selected employers in the lower half of the screen and the Print button will become active allowing you to print the report 2011 ELM Computer Systems Inc Ne 2010 TIMESAVER art X 100 T4 TimeSaver User Guide 10 10 1 Electronic Filing Electronic Filing Preparation NOTE During setup you should complete the Electronic Filing page of the User Setup Options submenu of the Setup menu if you plan to submit returns electronically Much of the information required by T4 TimeSaver for electronic file processing is contained there To access electronic filing choose the type of slip required from the Reports menu and then Electronic Filing The electronic filing dialog box will open and give you a number of options i Start Page JUS Electronic Filing vx Companies Gear Al EZ Demo Company Demo Company Current Company User Defined Groups Save As Exception Ping Status 1 selected Display and process in selection sequence Retum Types Filing Options Setup Processing Destination Validation report only gt 2 T4 status O Original gt bs Set Output Folder Go to Output Folder T4ANR Only process slips that are selected on the Advanced tab T 7 7 Go to Intemet E TARIF Validation Options x Critical error report Refresh Data
265. ubsection 80 4 2 box 117 Research Grants box 104 Scholarships fellowships or bursaries box 105 Income from wage loss plans box 107 Death benefits box 106 Medical Premium benefit box 118 Disability benefits box 125 Group Term Life Insurance Benefit box 119 Veteran s benefits box 127 Apprenticeship Incentive Grant box 130 Tax deferred patronage dividends box 129 RPP pre 1990 past service box 126 Registered disability savings plan box 131 Wage earner protection program box 132 Variable pension benefits box 133 Optional text to print at top of slip Recipient email address T4 TimeSaver Enterprise only Permission granted to email slip Type max Commenis size Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Text 15 Text 255 Yes No Examples amp Defaults Yes 2011 ELM Computer Systems Inc Appendices 171 Heading COMPANY NAME 1 Description T4 TimeSaver Enterprise only Name of company associated with the slip T4 TimeSaver Enterprise only Type max Comments size Examples amp Defaults Text 30 2011 ELM Computer Systems Inc 172 T4 TimeSaver User Guide 13 4 2 8 Headings for T4A NR T4 T
266. ue 2011 ELM Computer Systems Inc 72 T4 TimeSaver User Guide 2011 ELM Computer Systems Inc Part VI NO 2010 1 TIMESAVER 74 T4 TimeSaver User Guide 6 1 6 2 6 3 Adjusting T4 amp RL 1 Slips Making Adjustments to T4 and RL 1s There are two methods of adjusting T4 and RL 1 slips All adjustments are made based on the Adjustment Options 551 settings for the current company e Adjust only the currently displayed T4 or RL 1 by using the Adjust button on the slip s data entry form Adjustments made using this method will not be included in the corresponding T4 or RL 1 summary or on any submission to the CRA or Revenu Qu bec e Adjust all slips for the company by using the Adjust Unadjust T4 Slips from the Company menu You can exempt individual slips that should not be adjusted by checking the Do not adjust CPP QPP and or El boxes Adjustments made using this method wil be included in the corresponding T4 or RL 1 summary and on any submission to the CRA or Revenu Qu bec The adjustment report can be produced by selecting Adjust Unadjust T4 Slips from the Company menu and clicking Adjust Slips Report or you can select Adjustments from the T4 submenu of the Reports menu In either case an Adjustment Report window will open See Printing Adjustment Reports 1 for further details Reversing Adjustments There are two methods of reversing the adjustments
267. urn still prints using the 2009 format and will be updated in the next version of T4 TimeSaver The RL 15 Quebec Partnership Return has been updated to the 2010 format Form T2200 Declaration of Conditions of Employment has been updated to the 2010 format Form ED 400 Quebec XML transmittal form for CD DVD submissions has been updated to the 2010 format T4As containing values in only boxes 48 122 135 150 152 154 or156 may have these values excluded from T4A summary totals T4 TimeSaver has been updated to access CRA s new internet filing web site Several changes have been made to better accommodate computers with a French language version of Windows or with the regional settings set to French January 4 2011 Early Production Release 2010 1 2 156 1 The following issues have been resolved for the processing of T4As e Box 16 was missing from the T4A data entry screen e The company account number was printing on the recipient copies of T4A slips e The recipient number was not printing on T4A slips It now prints next to the name as per CRA instructions Boxes 28 30 32 34 40 42 48 and 101 did not print in the correct location on the T4A summary The XML file created by T4 TimeSaver did not include box 48 Fees for Services or box 101 Total other amounts in the summary section of the XML file December 20 2010 Early Production Release 2010 1 2 155 1 2 Except where noted below all forms a
268. ve been created Move or Rename XML File This button allows you to modify the name and location of the XML file 2011 ELM Computer Systems Inc 104 T4 TimeSaver User Guide 10 2 Print Company List This button prints a list of the company ies included in the XML file Go to Internet Filing Web Site This button will open your default Internet browser to the Internet filing page for the return s included in the XML file Refer to the Internet Filing to 105 and Internet Filing to 110 sections for details on how to use the Internet filing pages Cancel This button cancels the submission process deletes the XML file and returns you to T4 TimeSaver Next This button is only available when one of the three radio buttons on the top of the screen has been chosen when clicked it will return you to T4 TimeSaver after confirming whether or not you wish to update the filing status for the company ies included in the XML submission XML Submission File The name and location of the XML file to be submitted to the CRA or MRQ Retain this file and all reports for your records Account Number The Business Number of the filing agency this information is presented as a convenience only and cannot be use by T4 TimeSaver to logon to the filing site Web Access Code The Web Access Code used by filing agency this information is presented as a convenience only and cannot be use by T4 TimeSaver to logon to t
269. ver only some of the slips have been adjusted using the Adjust Unadjust button on the T4 data entry window the summary will reflect the unadjusted values for all of the employees This information will appear in the box on the upper right corner of the T4 Summary data entry window Person to Contact About this Return The default contact information entered on the New Company Defaults 1261 page of the User Settings 11351 submenu of Setup 351 menu will appear in this area If no default information was entered these fields will be blank In either case you can enter or change the information at this time 2011 ELM Computer Systems Inc Entering Summary Form Information 77 Certification The default certification information entered on the New Company Defaults 126 tab of the User Settings submenu of Setup 35 menu will appear in this area If no default information was entered these fields will be blank In either case you can enter or change the information at this time Please note that the Date on summary field is for display purposes only in order to print a specified date on the summary you must use the Print this date option in the Options section in the lower left corner of the Printing Summary Reports 911 screen Filing Status Button Clicking on the Filing Status button displays a window where the filing status of the current return for the current company can be selected Changes made to the filin
270. ver NET 2009 Backups Browse CEE Com fre File Locations Lite amp Basic 2011 ELM Computer Systems Inc 134 T4 TimeSaver User Guide 12 6 12 7 fag File Locations Current data file C Users Peter Rhebergen Documents T4 TimeSaver NET 2009 Data Demo TO9N Program C Program Files Elm Computer Systems T4 TimeSaver Net 2009 System settings ProgramData T4 TimeSaver NET User settings Browse J Default data C Users Peter Rhebergen Documents T4 TimeSaver NET 2009 Data Browse PDF reports C Users Peter Rhebergen Documents T4 TimeSaver NET 2009 PDF Output Browse XML filing C Users Peter Rhebergen Documents T4 TimeSaver NET 2009 XML Output Browse Backups C Users Peter Rhebergen Documents NT4 TimeSaver NET 2009 Backups Browse v Allow users to set their own default data folder Allow users to set their own PDF reports folder Allow users to set their own XML filing folder Allow users to set their own Backup folder JI Cancel Restore Defauts File Locations Plus amp Enterprise T4 TimeSaver Plus and T4 TimeSaver Enterprise add four additional options which enables the user ADMIN to give other users the right to modify the default file locations for their own T4 TimeSaver sessions An option that is checked can be modified individually by each user while any option that is not checked can only be modified by the use
271. w which is used to filter the companies included in the selected report to those of greatest interest to the user The Filter button will also appear in the Filing Status window 2011 ELM Computer Systems Inc 38 T4 TimeSaver User Guide Set Company Filter Select on filing status 3 Not required Select on electronic filing status Select on printing status 10 8 2009 1 Select on company category Filter applies to If setting a filter based on criteria other than company category select the type of retum to filter on V Select companies with active slips Set Fiter Gem T4A Available filters are e Select on filing status Selects companies by their filing status It is also possible to limit these selections to specific date ranges o Not Required No return is required o Need Return A return is required o Entered A return has been entered into T4 TimeSaver o Checked Data entered has been checked o Filed The return has been filed with the CRA and or the Revenu Qu bec Select on electronic filing status Selects companies based on whether or not an electronic return has been processed It is also possible to limit this selection to a specific date range o Processed The return has been processed for electronic filing o Not Processed The return has not been processed for electronic filing Select on printing status Selects companies based on whet
272. xt 2 Currency Text 2 Currency Currency Text 15 Text 255 Yes No Text 30 Comments Examples amp Defaults No No No For net pay calc Yes 2011 ELM Computer Systems Inc Appendices Heading CODEBOXOR1 IDNOQ ISBUSINESS INCOMER1 RPPR1 TAXR1 UNIONR1 QPPEARN HEALTHR1 TRAVELR1 OTHERTBR1 COMMISSIONS CHARITABLER1 OTHERINC INSURANCE DEFERRED INDIANINC TIPS TIPSALLOCATED PHASEDRETIRE HOUSING AUTOR1 FNOTE1R1 FNOTE2R1 FNOTE3R1 NETPAYOTHERR1 TEXTATTOPR1 Description Code for Box O Recipient Quebec identification number Recipient is business Employment income box A Box B See QPP in T4 section above Box C See El in T4 section above Reg Pension plan contr box D Qu bec income tax deducted box E Union dues box F QPP pensionable earnings box G Box H See PPIP in T4 section above Box I See PPIP in T4 section above Private health insurance box J Travel box K Other taxable benefits box L Employment commissions box M Charitable donations box N 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 Meals and accommodation box V Personal use of auto box W Footnote 1 Footnote 2 Footnote 3 Other deductions from Net Pay Optional text to print at top of slip Type max size Text 2 Numeric 10 Y
273. you can use the When linking field is missing 2011 ELM Computer Systems Inc 120 T4 TimeSaver User Guide or not found option to either stop processing the import data or skip the record for which no linking field is found 11 4 2 Import from XML File T4 TimeSaver Plus amp Enterprise Only Use the XML Import tool to import T4 T4A or T5 data from an XML file From the Tools menu choose Import and then Import from XML File 82 Start Page 93 Import From XML File X File to Import Select an XML file containing a T4 T4A T5 retum Browse Company Import transmitter information from this file into Setup User Import into current company Settings Electronic Filing SENI Do not validate XML file before starting import Browse to the location of the XML file you wish to import T4 or T5 data from Any XML file meeting the electronic data submission requirements of the CRA may be imported In rare cases the import from XML will fail due to inconsistencies between the source data and CRA requirements Import into current company Imports data into a company already existing in the current database Import into a new company Imports data into new companies in the current database You will be prompted to enter company names into which to import the data once the import has completed you must edit the company to complete the data entry of the company information Import transmitter information f
274. zero CRA Taxation asks that the EI 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 4 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 5 get the message Cannot execute external program regedit exe when installing the program The installation program needs to be able to find the the Windows program REGEDIT EXT It

T4 TimeSaver Help & User Guide

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T4 TimeSaver Help &amp; User Guide

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T4 TimeSaver Help & User Guide