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1. Amended only to include only the amended slips in the Summary report for the selected companies or Originals only to include only the non amended slips in the Summary report for the selected companies Copy amp Printer Selection Select one or more of the options listed The options will change depending on the Type of Form you have selected See the Filing Requirements in Appendix G for details regarding the printing and distribution of the various copies of the Summaries Each copy selection has a separate printer selection Accept the printer named in the combo box or select another valid printer from the list Paper Source Accept the paper tray named in the combo box or select another valid paper tray option from the list for the selected printer Font Make sure the Use selected fonts option is checked Select the desired font from the list You can select a different font for each copy of the report Note By selecting a different font you may affect the font size and placement of the printing It is advisable to print a test form to determine whether alignment has been affected by the change in font Type of Forms Select one of the options listed Producing Reports 9 5 Plain paper to print a facsimile copy of the form on a laser or ink jet printer Pre printed laser forms to print onto preprinted laser forms or Continuous forms to print onto continuous feed forms on a dot matrix printer Sort
2. Recipient Type Code Enter one of the following valid codes to identify the types of recipient 1 for an individual other than a trust 3 for a corporation or 4 for a trust or a partnership Country Code Enter the appropriate three character country code or select it from the drop down list to indicate the country of residence of the recipient See Appendix E for a full list of the standard three character country codes Member Code Enter the Member code used to identify the partners membership status within the partnership for income tax purposes Use 0 for a limited partner at any time during the fiscal period 1 for a specified member who is not a limited partner 2 for a general partner and 3 for a limited partner s exempt interest as defined in subsection 96 2 5 Entering Slips 6 15 Boxes 18 45 These fields will be automatically filled based on the partner s share of the net income or loss and the amounts given on the T5013 summary To override a calculated value press the F4 key and then type in the desired value Recalculate Click on this button to redistribute the amounts given on the summary according to each partner s share You have the option of recalculating all fields or only those fields that have not been overridden Go To Use these buttons to switch between pages of input fields Boxes 18 32 Displays boxes 18 32 Boxes 33 45 Displays boxes 33 45 Section 2 Displays section 2
3. T Data entry complete PETER SMITH 555 987 6543 Person to contact about this return Name Telephone number Recalculate Certification _More Info Position or office Telephone number Date Printed OK Non resident Account Number Enter the account number under which non resident tax deductions are remitted This number has to match the account number shown on the remittance part of Form NR76 Non Resident Tax Statement of Account Unreported Gross Income Add the gross income reported on Forms NR601 and NR602 Unreported Tax Withheld Add the non resident tax amounts reported on Form NR601 Remittances Enter the amount of money already remitted to CCRA Person to contact about this return The default contact name and phone number entered on the New Company Defaults tab of the Setup menu will appear in this area If no default name and number were entered these fields will be blank In either case you can change the information at this time Certification The default certification name and position entered on the New Company Defaults tab of the Setup menu will appear in this area If no default name was entered these fields will be blank In either case you can change the information at this time Recalculate Entering Summary Form Information 8 11 Recalculates the calculated values returning overridden values to the calculated value More Info Contains the company category printing dates and
4. T4 T4A etc or ALL if you wish to remove inactive slips of every type for this company Adjust Unadjust Company s T4s RL 1s This function allows you to adjust the CPP QPP and or El for all of the employees in a given company at one time The adjustments will be made according to the adjustment options you have entered for the company See Chapter 7 Adjusting T4s and Relev 1s for further information about the adjustment options You may also remove the adjusted values and return to the entered values by selecting the Undo Adjustment button from this window The Adjustment Options button opens the adjustment options data entry screen for the current company You can verify or edit the adjustment options for the company before calculating the adjustments Check the Print adjustment report box if you desire such a report for your records Unlock all companies in database From time to time you may receive a message stating that a certain record has been locked by another user If in fact no other user is accessing the database this message indicates that a record has been left locked in error Selecting this function from the Company menu will unlock all of the locked records and allow you access once again Be careful to ensure that all other users are at the main menu without any form or company records open when this function is utilized Entering Slips 6 1 Chapter 6 Entering Slips Choose the type of slip yo
5. Cap Gains Dividends Box Cap Gains Dividends Box 19 Acc d Income Annuities Box J Acc d Income Annuities In cases where the recipient is a corporation i e recipient type code is 3 box A on the RL 3 will be set to zero and box E will contain the sum of Box 10 and Box 14 values from the corresponding T5 Appendices 13 9 Appendix G Filing Requirements Payee Government Copy Keep for Records Copy 1 Copy 4 Pre printed forms only Any type of paper Copies 2 amp 3 Pre printed forms or facsimile on pink or white paper kc A a Pre printed forms only Any type of paper T4A Slip Copies 2 amp 3 Copy 1 Copy 4 Pre printed forms or facsimile on blue Pre printed forms or facsimile on blue Any type of paper or white paper or white paper T4A Summary Copy 1 Copy 2 Pre printed forms or facsimile on blue Any type of paper or white paper T5 Slip Copies 2 amp 3 Copy 1 Copy 4 or white paper T5 Summary Copy 1 Copy 2 Pre printed forms only Any type of paper RL 1 Slip Copies 2 amp 3 Copy 1 Copy 4 Pre printed forms or facsimile on Pre printed forms or facsimile on Any type of paper yellow paper yellow paper RL 1 Copy 1 Photocopy Summary Pre printed forms or facsimile on yellow paper RL 3 Slip Copies 2 amp 3 Copy 1 Copy 4 of facsimile or Pre printed forms or facsimile on blue Pre printed forms or facsimile on blue photocopy paper paper RL 3 Copy 1 Photocopy Summary Pre printed forms only NR4
6. Currency Text 2 Text 9 Text 2 Text 20 Numeric 4 52 00 52 5 etc Currency For net pay calc Text 2 Currency Text 2 Currency Text 2 Currency Text 2 Currency Text 2 Currency Text 2 Currency Yes No Yes No Integer 4 Current year Currency Currency Currency Currency Currency Currency Currency Appendices 13 15 Type Comments Heading Description max size Examples amp Defaults TRAVELR1 Travel box K Currency OTHERTBR1 Other taxable benefits box L Currency COMMISSIONS Employment commissions box M Currency OTHERINC Other taxable income box O Currency INSURANCE Multi employer insurance box P Currency DEFERRED Deferred salary box Q Currency INDIANING Exempt income for an Indian box R Currency TIPS Tips received box S Currency TIPSALLOCATED Tips allocated box T Currency PHASEDRETIRE Phased retirement box U Currency CODEBOXOR1 Code for Box O Text 2 FNOTE1R1 Footnote 1 Text 30 FNOTE2R1 Footnote 2 Text 30 FNOTE3R1 Footnote 3 Text 30 Headings for T4A Slips Type Comments Heading Description max size Examples amp Defaults NAME Employee name Text 30 Required field 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 code Text 3 SUPER Pension or superannuation box 16 Currency LUMPSUM Lump sum payments box 18 Currency SELF Self employed commissions box 20
7. End Moves to the end of a data entry field Del Erases the character under the cursor Backspace Erases the character to the left of the cursor F2 nirna Opens a combo box a box with a black top right corner containing multiple choices e actecaseatncs Allows you to override a calculated field F Diiia Formats the employee name as SURNAME Firstname Up Arrow Moves to the previous selection in a list Down Arrow Moves to the next selection in a list PgUp wiccrtuace Moves by pages up through a list PgDn oaiae Moves by pages down through a list Shift F6 Inserts the company address to an employee s slip EF oenen Copies the address and S I N for the current employee to a clipboard Shift F7 Pastes the address and S I N from the clipboard to the current employee Toolbar icons The toolbar is located directly below the main menu The icons in the toolbar provide shortcuts for some of the common functions of the T4 TimeSaver program k Add a New Company Creates a new company within the current database You must enter a company name that is unique to the database You can have as many companies in the database as you wish La Open a Company in the Current Database Lists the company names for all the companies in the current database Select the desired company by highlighting it and clicking Select Edit the Current Company Information Allows you to edit the company inform
8. 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 ARE United Arab Emirates GBR United Kingdom USA United States of URY Uraguay VEN Venezuela VIR Virgin Islands US YUG Yugoslavia ZMB Zambia OMC All other countries 13 8 T4 TimeSaver User Manual Appendix F Equivalent fields on T4 and Relev 1 Slips The following fields are always identical on a T4 slip and a Relev 1 slip Changing a value on either the T4 or the Relev 1 will result in the same change in the corresponding field of the other form Box 17 QPP Box B QPP Box 18 El Box C El Box 20 RPP contribution Box D RPP contribution Box 46 Charitable donations Box N Charitable donations Equivalent fields on T5 and Relev 3 Slips Box 10 Actual amount of dividend Box A Actual amount of dividend Box 13 Interest from Cdn sources Box D Interest from Cdn sources Box 14 Other income from Cdn sources Box E Other income from Cdn sources Box 15 Foreign income Box F Foreign income Box 16 Foreign tax paid Box G Foreign tax paid Box 17 Royalties Box H Royalties Box 18
9. Then startup T4 TimeSaver Select Repair Database from the Tools menu and point to the renamed file Once it is repaired you can rename it back to USEROO MDB 6 Other Problems a Miscellaneous data problems run the Database Repair found in the Tools menu on your data b Miscellaneous printing problems turn both the computer and the printer off wait a minute and turn them both on again check to see that a printer is connected to your computer and that the cables are snug 13 6 T4 TimeSaver User Manual Appendix D Province State Codes The following abbreviations apply to the Canadian provinces NF Newfoundland LB Labrador PE Prince Edward Island NS Nova Scotia NB New Brunswick QC Qu bec ON Ontario MB Manitoba SK Saskatchewan AB Alberta BC British Columbia NT Northwest Territories NU Nunavut YT Yukon Territories The following abbreviations apply to the United States AL Alabama AK Alaska AR Arizona AR Arkansas CA California CO Colorado CT Connecticut DE Delaware DC District of Columbia FL Florida GA Georgia HI Hawaii ID Idaho IL Illinois IN Indiana IA lowa KS Kansas KY Kentucky LA Louisiana ME Maine MD Maryland MA Massachusetts MI Michigan MN Minnesota MS Mississippi MO Missouri MT Montana NE Nebraska NH New Hampshire NJ New Jersey NM New Mexico NY New Y
10. boxes 53 58 Section 3 Displays section 3 boxes 60 61 130 132 134 amp 136 Details Displays details field for text T5015 Displays the T5015 data fields T5014 Input Window Class Number Enter up to 15 different class numbers 1 5 on page 1 6 10 on page 2 and 11 15 on page 3 Class numbers range from 1 to 47 For a complete listing of valid class numbers press the F2 key The applicable rate will automatically be entered into column 9 and be used in the capital cost allowance calculation Adjustments Enter the corresponding adjustments Increases to capital costs should be entered as positive values decreases as negative values Undepreciated capital cost This value will be automatically calculated using the values entered in columns 2 through 5 Total CCA This box will contain the value of the sums of all the amounts listed in column 10 T5015 Input Window This will take you directly to the T5015 page which is located on the T5015 section of the T5013 Input Window The top half of the form will already be completed if you have entered the T5013 information Enter values for the Capital account start of period Capital contributed during period Income 6 16 T4 TimeSaver User Manual allocated during period and Drawings The Capital account end of period will be automatically calculated Adjusting T4s and Relev 1s 7 1 Chapter 7 Adjusting T4s and Releve 1s Making adjustments to T4s and RL 1s There are
11. 1 Use this button to create and or access the corresponding RL 1 for this employee There must also be a corresponding T4 for the same employee with the province of employment set to QC Entering Slips 6 7 T5 Input Window Recipient Name The recipient name should be entered with the surname first followed by a comma and then the first name The name can be formatted easily by pressing the F5 key The T4 TimeSaver program will change the surname to block letters make sure that the first letter of the first name is capitalized e g SMITH John and insert a comma if none is entered Recipient ID Number Validation If the recipient is an individual enter the recipient s Social Insurance Number S I N For interest credited to a joint account enter the S I N of only one of the individuals If the recipient is not an individual enter the first nine digits of the recipient s business number if available The T4 TimeSaver will check the validity of the S I N entered and display a warning if it is invalid You can however ignore the warning and continue to enter other information The formula used to test the value of the S I N or business number is found in the CCRA Publication Formulae for Federal and Provincial Deductions for Computer Users Report Code This code helps CCRA determine if this is the original T5 slip issued to the recipient or if it amends the original Enter 0 if this is the original slip Enter
12. 1 if this changes the financial or identification information of a slip previously submitted Recipient Type Enter one of the following valid codes to identify the type of recipient 1 if the investment income was earned by an individual 2 if the investment income was earned by a joint account two individuals if the investment income was earned by a corporation if the investment income was earned by an association a trust fiduciary trustee nominee or estate a club a partnership or other 5 if the investment income was earned by a government government enterprise or international organization AU Currency Code If you cannot report amounts in Canadian dollars identify the foreign currency according to the ISO International Organization for Standardization 4217 Codes for the Representation of Currencies and Funds Enter the appropriate three letter alphabetical or three digit numeric codes If possible use the alphabetical codes For example USD United States dollar JPY Japan yen 6 8 T4 TimeSaver User Manual SVC El Salvador colon FRF France franc HKD Hong Kong dollar ITL Italy lire DEM Germany mark DKK Denmark kr ne GBP United Kingdom pound ESP Spain peseta Leave this area blank if you are reporting the amount in Canadian dollars If you must report amounts in different currencies in respect of the same recipient use a separate T5 slip for each currency A
13. CPP QPP and El Exempt Boxes You may check one both or neither of the CPP QPP and El Exempt boxes as appropriate for the current employee Do not check the CPP QPP exempt box if you entered an amount in Box 16 or Box 26 Check CPP QPP exempt only if the earnings were exempt for the entire period of employment Do not check the El Exempt box if you entered an amount in Box 18 or Box 24 Check El exempt only if the earnings were exempt or if they were not eligible for the entire reporting period of employment Do Not Adjust CPP QPP and El 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 Province Code T4 TimeSaver will automatically insert into Box 10 the code for the province of employment entered on the Identification tab of the Company Information You may of course override it for a specific employee If the province code is set to QC the Employee s QPP contribution box is included in the data entry fields and you will be unable to access the CPP box If any other province code is entered the Employee s CPP contribution box will be accessible but not the QPP box Also if the province code is QC a Relev 1 slip can be accessed by pressing F9 or clicking the Go to RL 1 button S I N Validation T4 TimeSaver will check the validity of the S I N entered and will c
14. 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 CCRA or Qu bec s Minist re du Revenu It is the users responsibility to ensure that the proper forms are used and with respect to Introduction 1 5 Relev 1s and Relev 3s that the serial numbers on the forms are unique and
15. Returns by If you select Sort returns by Company T4 TimeSaver will print all of the summaries for the first company and then repeat for each remaining company If you select Sort returns by Copy Number the copy 1s for all the companies will print first followed by all of the copy 2s etc You may also choose to print the current date or change to another date if appropriate Options Whenever a laser form is being printed the option to pause between copies for paper change will be available If this option is checked the program will prompt you to change paper between copies 1 and 2 and between copies 2 and 3 You may elect to print inactive nil forms These are slips that have all dollar values set to zero These slips will not print unless this option is checked If you have been sent pre printed summaries from CCRA they may already contain the company name address and business number as well as the code for the applicable tax centre In this case you would select the name address preprinted option to suppress duplicate printing of this information In some cases T4 TimeSaver may try to switch to a paper size that your printer driver cannot accommodate Checking the use default paper size option will cause the program to use the paper size selected in Windows Some printer drivers allow printing closer to the bottom of the paper than others In some cases the preprinted forms cannot be completed because the particular p
16. b loan rent lease or sublicense the program or any copy without the prior written consent of ELM Any violation of these provisions will constitute an automatic revocation of your license to use the program and will subject you to substantial liability under the applicable legislation of the jurisdiction in which the program is being used You are permitted to use the program on any and all personal computers in your office with no restriction on the number of concurrent users Use of the program at other offices ie different street addresses is prohibited unless separate licenses have been purchased for each office Warranty Information We warrant to you for ninety 90 days from the date you received the software package that the disk 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 disk 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 implied ANY AND ALL WARRANTIES RELATING HERETO ARE LIMITED IN DURATION TO THIS NINETY DAY WARRANTY PERIOD REPLACEMENT OF THE DISK CONTAINING THE PROGRAM OR USER
17. be included whenever the Amended only option is chosen during printing of the T4 slips or the T4 Summary and excluded when Originals only is chosen Net Pay Calculation The employee s net pay is calculated and displayed on the screen as you enter data into each box of the T4 and may prove useful as an audit check It will be calculated in one of the two following ways Gross Pay Standard Deductions Other Deductions or Gross Pay Standard Deductions Taxable Benefits Other Deductions The Gross Pay is the amount entered in Box 14 The Standard Deductions include the values entered in Boxes 16 17 18 20 22 44 and 46 Note that the Standard Deduction includes both provincial Qu bec and federal taxes Taxable Benefits is the sum of the Amounts boxes which represent taxable benefits Other deductions if there are any must be entered manually to arrive at the appropriate figure for Net Pay You can switch between these two methods of calculating the Net Pay by clicking on the Net Pay button and then selecting the appropriate option You can also check the Don t display net pay to remove this information from the display Youth Hires Program Check this box if the employee qualifies for the Youth Hires Program T4 TimeSaver will track the insurable earnings of all employees marked as youths and use this information to calculate the premium relief on page two of the T4 Summary Entering Slips 6 5 NOTE T
18. codes If possible use the alphabetical codes For example USD United States dollar JPY Japan yen SVC El Salvador colon FRF France franc HKD Hong Kong dollar ITL Italy lire DEM Germany mark DKK Denmark kr ne GBP United Kingdom pound ESP Spain peseta If you must report amounts in different currencies in respect of the same recipient use a separate RL 3 slip for each currency NR4 Input Window Name The recipient name should be entered with the surname first followed by a comma and then the first name The name can be formatted easily by pressing the F5 key The T4 TimeSaver program will change the surname to block letters make sure that the first letter of the first name is capitalized and insert a comma if none is entered e g SMITH John Status Indicate whether the current slip is an amended duplicate or additional slip Otherwise this field can be left blank Recipient Type Code Enter one of the following valid codes to identify the types of recipient 1 if the income was earned by an individual 2 if the income was earned by a joint account two individuals 3 if the income was earned by a corporation 4 if the income was earned by an association a trust fiduciary trustee nominee or estate a club a partnership or other 5 if the income was earned by a government government enterprise or international organization Income Code Entering Slips 6 11 Ent
19. containing a calculator which can be used for simple mathematical calculations 12 6 T4 TimeSaver User Manual Edit Settings T4 TimeSaver uses ini files to store data It may be necessary to edit these files directly Usually this would be done under the supervision of a T4 TimeSaver Technical support specialist Appendices 13 1 Chapter 13 Appendices Appendix A Data Backup Routine backup procedures are essential to protect against data loss or corruption in any computerized system The best time to make a backup copy is just before you turn the computer off at night Do not backup your data onto existing backup disks If you should have a power failure while doing the backup you would lose your previous backup as well Backup for Floppy Disk Users Use Explorer to make a copy of your data disk s Access Window Help or your User Manual for further information You should also have a backup copy of your T4 TimeSaver installation disks Backup for Hard Disk Users Copy the database to a floppy disk or separate hard drive using the DOS copy command or Windows Explorer The current database name appears in the very top bar of the T4 TimeSaver window The database will be in the same directory as the program unless you specified otherwise when you created the database Be sure to close the database before attempting to back it up Restoring Data Files Copy the stored backup of the database back to the working directory using t
20. keyword NULL can be used to cause the import to ignore a column Text fields are alphanumeric fields with a specified maximum size If the data to be imported exceeds the maximum size the value will be truncated to fit into the field If data exceeds the maximum size of a field by more than 30 characters an error message will be given and the import process will be halted Generally the alphanumeric fields may contain letters numbers spaces and punctuation In some cases they must be in upper case such as province codes postal codes and country codes In other fields mixed case is acceptable Yes No fields Acceptable values for Yes are Y YES or 1 Acceptable values for No are N NO or 0 Currency fields are dollar amounts They should be formatted with a decimal between the dollars and cents if there is no decimal even dollars is assumed Do not insert commas as thousands separators For example 1 200 50 should be formatted as 1200 50 The absolute maximum value is 999 999 999 99 Integer fields are numeric whole numbers from 1 to about 32 000 They must be entered without decimals or commas for example 1234 Some fields have default values that will be used if the field is not present in the import file These are listed in the Comments Example and Defaults column in bold print In addition to those listed below the province and country codes for slips are defaulted to the province and country codes of the company inform
21. number 450 441 3942 Fax Number 00 450 441 9937 Requesting System Enhancements We value your suggestions at ELM Computer Systems Inc and attempt as much as possible to incorporate them into future versions of T4 TimeSaver Many of the features now available in the system are the result of comments made by people such as yourself who have used the program for years If there is a feature which you would like to see in T4 TimeSaver please call or send us a note and let us know We cannot promise that all suggestions will be incorporated into the system but we assure you that each one will be given our careful consideration Introduction 1 3 Thank you in advance for helping us to make T4 TimeSaver the finest tax slip preparation software available in Canada Hardware Requirements Computer Any Pentium class PC Operating System raeo Windows98 WindowsNT or Windows2000 System Memory A minimum of 8 Mb RAM is required to run T4 TimeSaver Disk Drives A hard disk drive with at least 10 Mb of available disk space is required for installation of the program files while leaving sufficient space for data Data may be stored on either a hard disk or on removable media The system may also be installed on a network file server Printer Slips and summaries may be printed on dot matrix ink jet and laser printers using government supplied forms Some dot matrix printers do not have the capability of printing
22. or CJD D Diskette Drive A or B Federal ee City Prov Data type Original Postal code Qu bec Transmitter No Data type Original Transmitter type Filing for self NEQ Accounting Contact Name Phone Technical Contact Identification file Name Phone You do not have to submit a test diskette to either the CCRA or the Quebec government before filing your returns on diskette We have already received approval for the magnetic media format on your behalf Enter the letter of the disk drive either A or B you wish to send the output to Also if you are filing RL 1 or RL 3 returns select either D for diskette or C for CD format Currently federal forms can only be submitted on diskette Company Information 5 1 Chapter 5 Company Information Creating a Company You can enter as many companies as you would like into each database as long as each one has a unique name To create a new company in the current database select New Company from the Company menu Company information is entered on the Identification tab and the T4 Adjustment Options tab Identification You must enter a company name which is unique to the current database It is possible to have the same company name in different databases You should also enter as much of the requested company information as possible when you add a new company You must enter a valid business number if you wish to file slips and summaries
23. reference For complete details obtain from the Minist re du Revenu the publications entitled Filing by Magnetic Media 10 3 Guide for Filing Data on Magnetic Media General and technical information and the associated guides for the type of slip you are filing Each organization filing RL magnetic media on their own behalf or on the behalf of others must request a transmitter number and a set of serial numbers from Minist re du Renenu before producing the magnetic media returns 1 2 A magnetic media submission may contain multiple sets of media A set If you submit RL slip data for more than one filer you must provide the Ministere du Revenu with a list of the names and the active identification and file numbers of all filers for wnom you are submitting data for the year You must also specify the type and number of RL slips being filed on each filer s behalf is one or more diskettes or CD s created during a single session of magnetic media processing A set contains only one type of return but may contain returns for multiple companies 3 T4 TimeSaver will only handle processing of original RL slips on magnetic media For information on submitting amended and cancelled slips see the Guide for Filing Data on Magnetic Media 4 Filing on magnetic media eliminates the need to file paper copies of the slips with the Minist re du Revenu However paper copies of summaries must be sent under separate cover to the address
24. 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 13 19 Type Comments max size Examples amp Defaults Text 10 Text 16 Currency Currency Currency Currency Yes No Type Comments max size Examples amp Defaults Text 30 Required field Text 30 Text 30 Text 30 Text 28 Text 2 Text 10 Text 3 CAN USA etc Text 12 Amended etc Integer 4 1998 1999 etc Text 1 Text 3 Text 20 Text 20 Text 2 Text 3 Currency 13 20 Heading TAX1 EXEMPTIONCODE1 INCOMECODE2 CURRENCYCODE2 INCOME2 TAX2 EXEMPTIONCODE2 Description Non resident tax withheld box 17 Exemption code box 18 Income Code box 24 Currency code box 25 Gross Income box 26 Non resident tax withheld box 27 Exemption code box 28 Headings for T4ANR Slips Heading NAME ADDRESS1 ADDRESS2 CITY PROV POSTAL COUNTRY YEAR STATUS INCOME TRAVEL TAX REDUCTION CITYPROV DAYSINCANADA FOREIGNSIN SIN PROFNAME INDUSTRY COUNTRYRES Description Recipient name Address line 1 Address line 2 City Province code Postal code including space Country Taxation Year Status of slip Gross income box 18 Travel expenses box 20 Income tax deducted box 22 Reductio
25. surname or Order in data entry sequence lists employees in the order they were entered Producing Reports 9 7 Copies of Report Type in the number of copies you require Output Report to Select one of the options listed Display shows the report on your computer monitor or Printer prints the report on paper Options Select one of the options listed Detailed report which shows the entered and adjusted values for each employee s CPP QPP El and tax deduction as well as a Summary for the company or Summary report which lists the total adjustments for each company Current Printer This command button accesses the Print Setup dialog box where you can select the default printer for printing Adjustment Reports and the source paper tray manual etc of the paper Note An asterisk beside a S I N indicates that the S I N value is invalid See S I N validation in Chapter 6 Printing Edit List Reports A complete edit listing of all the slips can be produced for all types of slips To generate this report choose the type of slip from the Reports menu and then select Edit List from the list of available reports A dialog box will open which will allow you to select the companies to print an Edit List Report for and the printer to print the reports on Companies Select one of the three options listed All to print the Edit List report for all companies in the current database Current to prin
26. the government forms because the left tractor cannot be moved far enough to the left to align the forms properly Also any dot matrix printer used to prepare returns on government supplied carbon forms must have the ability to print all copies of the standard four part form T4 TimeSaver can also produce most forms as facsimiles on ink jet and laser printers You may also produce most types of returns on diskette greatly reducing your paper requirements and the labour involved in producing these returns License Agreement T4 TimeSaver program is owned by ELM Computer Systems ELM Computer Systems hereby grants to you a non exclusive non transferrable license to use the program You are expressly prohibited from distribution of the program to others outside your office regardless of whether such distribution is for profit All rights title and interest in and to the program and all documentation code and logic which describes and or comprises the program is 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 Note Windows is a registered trademark of Microsoft Corporation All product names mentioned in this manual and not listed above are trademarks of their respective companies 1 4 T4 TimeSaver User Manual reverse engineer decompile disassemble or create derivative works based on the program or
27. the number of weeks available to calculate prorated CPP exemptions if any it must assume that there is no exemption The calculated CPP may therefore be higher when this option is used The second option requires you to enter the number of pensionable weeks on each T4 slip defaulting to the value entered for this option Thus the program has enough information to calculate prorated exemptions and a more exact adjustment results 3 When print to pre printed laser forms the printing doesn t line up From the printing dialog box click on the Adjust Margins button Enter positive or negative values into the spaces provided under the headings Vertical and Horizontal Positive values will move the printing down or to the right while negative values will move the printing up or to the left You can indicate different adjustments for each type of form listed 4 Copy 1 of the T4 or T5 slip will not print as a facsimile form or The T4 or T5 Summary cannot be printed as a facsimile form 13 4 T4 TimeSaver User Manual CCRA Taxation will not permit the facsimile printing of copy 1 of the T4 or T5 slips and Summaries due to the nature in which they are processed The laser facsimiles of the T4 and T5 slips included with the T4 TimeSaver are for use only when filing T4 and or T5 returns as Magnetic Media submissions on diskette If you wish to use a laser printer for the preparation of paper T4 and or T5 returns you must use the si
28. user but there are no other stations using the T4 TimeSaver or The user named is not currently using the program This problem typically occurs when a database is left open after the program is finished with it If you are sure that the user being named is not using T4 TimeSaver already and that the company is not in use at another workstation you can answer Yes and unlock the company If this does not solve the problem select Unlock all companies from the Company menu 2 The system is not calculating CPP properly How do I enter the number of pensionable weeks This is one of the most common problems encountered by users of the T4 TimeSaver Most likely the problem stems from a failure to properly set up the adjustment options Access the company profile by selecting Edit company information from the Company menu Then select the T4 Adjustment Options tab There are two 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 See information in Chapter 7 Adjusting T4s and Relev 1s for details The first option provides only a rough adjustment It will either adjust CPP up to the minimum or down to the maximum If it falls in between these two it will not be changed This option was implemented for situations where it is not desirable to enter the number of pensionable weeks on each T4 slip Because the system does not have
29. within the range assigned to the user by ELM Computer Systems Inc ELM Computer Systems Inc has exercised reasonable diligence and has made reasonable efforts to ensure that the package is Year 2000 compliant However ELM Computer Systems Inc assumes no responsibility or liability for damages arising out of the failure of the package to handle Year 2000 issues or arising out of decisions made by you based on using the package Getting Started 2 1 Chapter 2 Getting Started Installation T4 TimeSaver may be installed on any hard disk drive accessible to your computer Single User and Network installations are described below If you used T4 TimeSaver last year you may install the program in the existing directory without affecting last year s database Nor will reinstalling the program affect the current year s database If you prefer the data may be stored on floppies however for fastest program response it is recommended that data files be kept on a hard disk To install T4 TimeSaver follow these steps 1 Copy the original diskettes or CD media and store the originals in a safe place 2 Close all open applications and reset your computer This will avoid any possible conflicts with open programs 3 Insert first diskette or CD in an appropriate drive 4 Click on the Start button in the lower left corner Select Run from the menu displayed Type a t4setup replace a with the drive letter in which the install dis
30. 3 Details boxes r Select Source Directory r Select Databases Select Destination Directory 5E LMT 4 demo t99 ESELMT4 C BACKUP DLL J NODE 3 BACKUP DLL QNODE f MWPRODUCTIONSC f MNKPRODUCTIONSC Convert Cancel 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 labelled 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 Select Source Directory Choose the drive and directory that contains the 1999 databases you wish to convert The T4 TimeSaver will automatically find and list all the files having a t99 extension The t99 databases will not be deleted Select T4 TimeSaver file s to be converted Highlight the file s you wish to convert T4 TimeSaver will create a new file with the same name but a t00 extension in the same directory as the original 1999 database Only the highlighted files will be converted when the Convert button is clicked Tools 12 3 Select Destination Directory Choose the drive and directory in which you wish to store the 2000 database The directory can be the one containing the 1999 database or you can create a new one each year Import from Text N
31. BLE Taxable amount of dividends box 11 Currency CREDIT Federal dividend tax credit box 12 Currency INTEREST Interest from Cdn sources box 13 D Currency OTHER Other income from Cdn sources box 14 Currency FORINC Foreign income box 15 F Currency FORTAX Foreign tax paid box 16 G Currency ROYALTIES Royalties from Cdn sources box 17 H Currency CAPGAINS Capital gains dividends box 18 Currency PBCAPGAINS Pre Budget cap gains dividends box 40 Currency ACCRUED Accrued income Annuities box 19 J Currency RESOURCE Resource allowance deduction box 20 Currency REPORTCODE Report code box 21 Text 1 0 SIN Recipient identification number box 22 Text 15 RECTYPE Recipient type box 23 Text 1 1 CURRENCY Foreign currency code box 27 Text 3 Appendices Heading TRANSIT ACCOUNTNO Description Transit box 28 Recipient account number box 29 Additional Heading for RL 3 fields ACTUALR3 TAXABLER3 CREDITR3 OTHERR3 NEEDR3 Actual amount of dividends box A Taxable amount of dividends box B Dividend tax credit box C Other income from Cdn Sources box E Recipient needs RL 3 Headings for NR4 Slips Heading NAME1 NAME2 ADDRESS1 ADDRESS2 CITY PROV POSTAL COUNTRY STATUS TAXYEAR RECTYPE COUNTRYCODE PAYERID SIN INCOMECODE1 CURRENCYCODE1 INCOME1 Description Recipient name line 1 Recipient name line 2 Address line 1 Address line 2 City Province code Postal code including
32. Currency TAX Income tax deducted box 22 Currency 13 16 Heading ANNUITIES RETIRING RETIRINGNON OTHER PATRONAGE PAST PENSION PENSIONNO RESPACCUM RESPED CHARITABLE SIN FNOTECODE RECIPIENTNO FNOTE1 FNOTE2 FNOTE3 Description 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 32 Pension adjustment box 34 Pension plan reg number box 36 RESP accumulated income pay ts box 40 RESP educational assist pay ts box 42 Charitable donations box 46 Social insurance number box 12 Footnote code box 38 Recipient s number box 14 Footnote 1 Footnote 2 Footnote 3 The following four fields are for use by government filers only RECBN CORPNAME1 CORPNAME2 RECTYPE Recipient Business No 1 9 digits Recipient corporation name line 1 Recipient corporation name line 2 Recipient type code T4 TimeSaver User Manual Type max size Currency Currency Currency Currency Currency Currency Currency Text 19 Currency Currency Currency Text 9 Currency Text 12 Text 30 Text 30 Text 30 Text 9 Text 30 Text 30 Integer 1 Comments Examples amp Defaults Government only Government only Government only Government only The following fields are for magnetic media filers only Consult CCRA s magnetic media specifications f
33. Enter the value of the total income tax withheld from all RL 16 slips and all RL 2 slips Compensation Tax Compensation tax applies only to listed financial institutions other than corporations If the company is not exempt from the compensation tax remove the check from the appropriate box Total Once you have entered the sum of the QPP income and compensation tax remitted in box 26 the box 27 total will be calculated Recalculate Recalculates the calculated values returning overridden values to the calculated value More Info Contains the company category and the printing dates Page 2 r Contribution to health services fund FSS 73 250 00 73 000 00 4 250 00 Salaries Exempt 136 00 Boxes4 Q Adjustments Subject 73 114 00 844 Contributions to FSS Contribution to CNT Remuneration subject to contribution 95 632 00 0 08 Contribution to FNF Total payroll x1 Eligible training expenditures Note Payroll less than 250 000 BALANCE Contributions to health services fund FSS In the Adjustments box enter the value required to obtain the correct total Salaries value If the value contained in the box labelled Boxes A Q is the same as the total salaries leave the Adjustments box with the default value of 0 00 In the Exempt box enter any salaries and wages paid by a new corporation and exempted from the contribution You will need to attach a comple
34. HERE IS NO NEED TO REPORT THE El PREMIUM RELIEF TO CCRA THIS CALCULATION IS FOR YOUR OWN INTEREST ONLY Relev 1 Input Window A Relev 1 will always be added when a T4 is created that has QC entered as the Province of Employment Conversely a T4 will also be added automatically for each Relev 1 entered Note that the Province of Employment is always QC for any RL 1 created When you are adding a Relev 1 or a T4 all the relevant values dollar amounts name and address etc are carried over to the corresponding form Footnotes and boxes that are specific to the Relev 1 or the T4 will not be carried over See Appendix F Equivalent fields on T4 and Relev 1 Slips for further details Employee Name The employee name should be entered with the surname first followed by a comma and then the first name The name can be formatted easily by pressing the F5 key The T4 TimeSaver program will change the surname to block letters and make sure that the first letter of the first name is capitalized e g SMITH John S I N Validation T4 TimeSaver will check the validity of the S I N entered and display a warning if it is invalid You can however ignore the warning and continue to enter other information The formula used to test the value of the S I N is found in the CCRA Publication Formulae for Federal and Provincial Deductions for Computer Users QPP Pensionable Weeks If you have selected Adjust based on number of pens
35. Introduction T4 TimeSaver 2000 User Manual Draft Version November 25 2000 1 2 T4 TimeSaver User Manual Chapter 1 Introduction About T4 TimeSaver ELM Computer Systems Inc has provided custom programming and consulting services to accounting firms and to small business for the past 21 years Its team of experienced programmers and analysts has thoroughly analyzed your needs as a professional accountant and is committed to providing and maintaining a tax slip preparation system which is superior to any other system available Technical Support As a registered user you may telephone or fax us with your questions about the installation and use of the T4 TimeSaver program Our technical support hours are 9am to 5pm ET Technical Support Hot Line 1 800 268 3211 Local to Toronto 416 495 1624 Fax Number 416 495 0044 Internet support elmcomputers com Website www elmcomputers com If you encounter a problem with the software you may find some assistance in the Common Problems listed in Appendix C of this User Manual or in the program s on line help system under the title Common Problems To access this information press F1 anywhere in the program and click the Contents tab to view the table of contents for the Help system Technical support is available in the French language at our Montreal office Support from our Toronto office is available only in English French Language Technical Support Telephone
36. L magnetic media only Use this function to remove previously assigned serial numbers This should only be done if the returns have not yet be submitted to Ministere du Revenu and one of the following is true 1 You elect not to submit by magnetic media after processing has been done 2 The range of numbers used was not the range assigned by Minist re du Revenu 3 Errors or omissions were discovered in the data so the returns must be reprocessed before submitting Set Serial s RL magnetic media only The Minist re du Revenu requires each transmitter to use a unique set of serial numbers for RL 1 and RL 3 magnetic media You must contact them to obtain your numbers as well as your transmitter number This button allows you to enter the staring number or change the number at any time It is your responsibility to ensure that the starting number is correct Additional Forms 11 1 Chapter 11 Additional Forms In addition to the returns with integrated slips and summaries T4 T4A T5 T4F T4PS RL 1 RL 3 T4A NR NR4 T5013 and T5018 T4 TimeSaver Plus has over 50 other standalone forms These forms are accessed via the Forms menu on T4 TimeSaver Plus You will need to have Adobe Acrobat Reader to print the forms Adobe Acrobat Reader is available on the T4 TimeSaver installation CD but not on the installation diskettes It is also available free of charge for download from Adobe s web site See Internet sites in the Hel
37. O CHANGE VALUES IN EXISTING COMPANIES SELECT EDIT COMPANY INFORMATION FROM THE COMPANY MENU What s on the T4 TimeSaver Window The title bar of the main window contains the name of the program and the name of the current database Beneath it is the main menu Each menu item can be accessed by either clicking its name or pressing the underlined letter in combination with the Alt key e g Alt F opens the File menu Under the main menu are both the current company name and the icon toolbar Clicking the company name will give you a list of all the companies available in the current database and allows you to switch to any other company The icons that appear in colour are available to use Those that are greyed out are only available when Getting Started 2 3 a form is open See the section below on Toolbar Icons for details on the individual icons Use of Special Keys The T4 TimeSaver makes use of some special keys and key combinations to facilitate your data entry and editing Short cuts T4 T4 TimeSaver Current File Company Forms Edit Reports Tools Setup Window Help Coase a wedel Any command button that has an underlined letter can be accessed by simultaneously pressing the Alt key with that underlined letter E g pressing Alt O would have the same affect as clicking on the OK button In the same way each menu title at the top of the screen can be selected by simultaneously pressing the Alt key wi
38. S I N For interest credited to a joint account enter the S I N of only one of the individuals If the recipient is not an individual enter the first nine digits of the recipient s business number if available The T4 TimeSaver will check the validity of the S I N entered and display a warning if it is invalid You can however ignore the warning and continue to enter other information The formula used to test the value of the S I N or business number is found in the CCRA Publication Formulae for Federal and Provincial Deductions for Computer Users T4F Input Window Name The recipient name should be entered with the surname first followed by a comma and then the first name The name can be formatted easily by pressing the F5 key The T4 TimeSaver program will change the surname to block letters make sure that the first letter of the first name is capitalized and insert a comma if none is entered e g SMITH John El Exempt Entering Slips 6 13 Do not check the El Exempt box if you entered an amount in Box 16 or Box 18 Check El exempt only if the earnings were exempt or if they were not eligible for the entire reporting period of employment Recipient ID Number Validation If the recipient is an individual enter the recipient s Social Insurance Number S I N For interest credited to a joint account enter the S I N of only one of the individuals If the recipient is not an individual enter the first nine digit
39. Slip Copies 2 amp 3 Copy 1 Copy 4 Pre printed forms or facsimile on Pre printed forms or facsimile on Any type of paper plain paper plain paper NR4 Copy 1 Copy 2 Summary Pre printed forms or facsimile on plain paper T4A NR Slip Copies 2 amp 3 Copy 1 Copy 4 Pre printed forms or facsimile on Pre printed forms or facsimile on Any type of paper plain paper plain paper T4A NR Copy 1 Copy 2 Summary Pre printed forms or facsimile on plain paper T5013 Slip Copies 2 amp 3 Copy 1 Copy 4 Pre printed forms or facsimile on Pre printed forms or facsimile on Any type of paper white paper white paper T5013 Copy 1 Photocopy Summary Facsimile on white paper T5018 slip Copy 2 Copy 1 Copy 3 Facsimile on white paper Facsimile on white paper Facsimile on white paper T5018 Copies 1 amp 2 Copy 3 Summary facsimile on white paper facsimile on white paper 13 10 T4 TimeSaver User Manual Appendix H Forms available with T4 TimeSaver Type of Form Facsimile Magnetic working copy only pressure sealed form also available Appendices 13 11 Appendix Amending Replacing and Cancelling Slips Amending and Cancelling CCRA and Minist re du Revenu Qu bec require specific procedures when amending or cancelling slips that have already been submitted The following table gives an outline of the requirements for each type of slip Amended Slips Cancelled Slips Submit new slip Additional Send Submit Copy of Send marked Am
40. UMMARIES WINDOW SEE CHAPTER 9 PRODUCING REPORTS Person to contact about this return The default contact name and phone number entered on the New Company Defaults tab of the Setup menu will appear in this area If no default name and number were entered these fields will be blank In either case you can change the information at this time Certification The default certification name and position entered on the New Company Defaults tab of the Setup menu will appear in this area If no default name was entered these fields will be blank In either case you can change the information at this time More Info Contains the company category printing dates and date filed by Magnetic Media if applicable T4A Summary oS o EEE Remittances Enter the amount of money already remitted to CCRA Amount Enclosed Enter the amount to be enclosed with the T4A Summary form 8 4 T4 TimeSaver User Manual Recalculate Recalculates the calculated values returning overridden values to the calculated value Page 2 Contains the rest of the information required for the T4A Summary Person to contact about this return The default contact name and phone number entered on the New Company Defaults tab of the Setup menu will appear in this area If no default name and number were entered these fields will be blank In either case you can change the information at this time Certification The default certification name and positi
41. account enter the S I N of only one of the individuals If the recipient is not an individual enter the first nine digits of the recipient s business number if available The T4 TimeSaver will check the validity of the S I N entered and display a warning if it is invalid You can however ignore the warning and continue to enter other information The formula used to test the value of the S I N or business number is found in the 6 14 T4 TimeSaver User Manual CCRA Publication Formulae for Federal and Provincial Deductions for Computer Users Status Indicate whether the current slip is an amended duplicate or additional slip Otherwise this field can be left blank T5013 Input Window Name The recipient name should be entered with the surname first followed by a comma and then the first name The name can be formatted easily by pressing the F5 key The T4 TimeSaver program will change the surname to block letters make sure that the first letter of the first name is capitalized and insert a comma if none is entered e g SMITH John Status Indicate whether the current slip is an amended duplicate or additional slip Otherwise this field can be left blank Units or interest owned Enter the number of partnership units complete to all decimal places held by the partner Partner s share of income loss This value will be calculated based on the Units or Interest Owned of all the partners in the partnership
42. ase the program will have to be installed on the workstation as well 7 I get error messages when try to import my data from a text file The format of the text file must be exactly correct for the T4 TimeSaver to be able to read and interpret the data Make sure there are no blank rows or columns Try removing all columns with the heading NULL Also try selecting the data cells from the top left to the bottom right copying them and pasting them into a new spreadsheet Save this new spreadsheet as a tab delimited text file and try the import from text funtion again 8 I get the message Cannot execute external program regedit exe when installing the program The installation program needs to be able to find the file regedit exe It is normally in your Windows directory The solution is to make sure that regedit exe is in the Windows directory and that there is a path set to that directory The path is uSually set in the autoexec bat See your systems administrator for help if needed Appendices 13 5 9 My computer hangs when I start up T4 TimeSaver or My computer hangs when start up the program and enter the user name This indicates that the file USEROO MDB is likely damaged You can delete the files USEROO MDB and USEROO BK You will then need to set up the user names again If you have a large number of users you may wish to attempt repairing the USEROO MDB database To do this rename USEROO MDB
43. ation Headings for Company Information Type Comments Heading Description max size Examples amp Defaults NAME1 Line 1 of company name Text 35 NAME2 Line 2 of company name Text 30 CAREOF Care of line of address Text 30 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 Appendices 13 13 Type Comments Heading Description max size Examples amp Defaults 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 Quebec Identification number and file Text 16 number Format 1234567890RS0001 NEQ Quebec Enterprise number Text 16 Headings for T4 and RL 1 Slips Type Comments Heading Description max size Examples amp Defaults NAME Employee name Text 30 Required field 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 code Text 3 INCOME Employment income box 14 Currency CPP CPP contributions box 16 Currency QPP QPP contributions box 17 B Currency El El premiums box 18 C Currency RPP Reg Pension plan contr box 20 D Currency TAX Federal income tax deducted box 22 Currency EIEARN El insurable earnings box 24 Currency CPPEARN CPP pensionable earnings box 26 Curre
44. ation for the current company You can change the company name address business number El rate or adjustment options gh Find a Company by Name Opens the Find Company dialog box Type in the company name or part of it and select either All databases in directory or Current database only Then click on the Find button T4 TimeSaver will generate a list of companies that contain the desired name or part of name Highlight the correct company and click Select or double click on the correct company name to select a particular company 8 Print the Current Form Opens the print window with the company and employee already selected allowing you to print a single slip or summary Choose the type of form and the copy number that you require You can also Getting Started 2 5 adjust the margins and select printers from the same dialog box Ctrl P performs the same action See Chapter 9 Producing Reports oe Add a Slip Creates an empty slip of the same type as you are currently accessing Ctrl A performs the same function Pressing PgDn when you are at the final slip for the company also adds a new slip Ti Delete this Slip Deletes the current slip Ctrl D performs the same function If you delete the only slip the slip window will be closed c Find a Slip Provides you with a list of all the employees entered for the current company Ctrl S performs the same function Select the desired employee from the lis
45. be completed because the particular printer driver cannot print as close to the bottom of the form as is necessary If this is the case T4 TimeSaver will warn you that there is a problem and offer some possible solutions One of the solutions may be to check the force printing to bottom option When this option is selected T4 TimeSaver will attempt to change the paper size to a larger size to force the printer to print lower on the page Some of the pre printed forms from CCRA contain fields that are composed of frames one for each character in the field It is not necessary to follow these frames when typing or printing using a printer since the frames are ignored by the scanning devices used to read the data However if you would like to have the data stretched to fit one character into each frame you can select the fit numbers text in frames option Print Alignment Before beginning to print you may wish to print a test page If the printing does not align correctly click on the Adjust Margins button and enter values that will offset the printing and move it to the correct place Test Printer This button will print a test page to your Windows default printer in order to determine the maximum printable height for the printer Printing Summary Reports Note that the T5013 summary and the T5014 T5015 and T5017 partnership forms will print using the same Adobe Acrobat Reader software as the additional forms You will be able to print t
46. control keys as well as the Backspace Delete Home and End keys Getting Help Whenever you require help press the F1 key to access the on line help screens If context sensitive help is available it will be displayed Otherwise use the table of contents to access the desired topic Hyperlinks to related topics are provided for your convenience You can also access the help files from the Help menu The Contents option will access the table of contents for the Help Pages The Search for help on option will access the help index The Internet sites submenu lists a number of Internet sites that may prove helpful Working with Databases 3 1 Chapter 3 Working with Databases Creating a Database A T4 TimeSaver database is a collection of the data for one or more companies in a single file on your computer Each database can contain the data for numerous companies and you can create as many databases as you wish To create a database select New database from the File menu First select the folder in which you want to store the database You can select any local or network folder available to your computer If a multi user network version of T4 TimeSaver is being used the database should be stored on a network drive so that it can be accessed by all users Next you will need to give the database a name Type in a valid Windows filename If you enter the extension it must be t00 If no extension is entered it will default to
47. date filed by Magnetic Media if applicable T4A NR Summary 8 700 00 8 700 00 Remittances Enter the amount of money already remitted to CCRA Person to contact about this return The default contact name and phone number entered on the New Company Defaults tab of the Setup menu will appear in this area If no default name and number were entered these fields will be blank In either case you can change the information at this time Certification The default certification name and position entered on the New Company Defaults tab of the Setup menu will appear in this area If no default name was entered these fields will be blank In either case you can change the information at this time Recalculate Recalculates the calculated values returning overridden values to the calculated value 8 12 T4 TimeSaver User Manual More Info Contains the company category printing dates and date filed by Magnetic Media if applicable T5013 Summary The T5013 Summary has multiple pages Across the top of the screen there are seven tabs one for each of the five Areas on the T5013 summary one for Additional Amounts for Allocation and one for Partners Each tab has up to three pages of data entry screens Most of the data entry fields appear exactly as they appear on the T5013 Summary See the 2000 Guide for the Partnership Information Return for full details on the completion of the T5013 summary Listed below are
48. employee 7 4 T4 TimeSaver User Manual H 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 Other Options Adjust CPP EI differences greater than If an amount is entered in this box an adjustment to CPP QPP or El 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 and El is less than or equal to the threshold no adjustments will be made and the entered amounts for CPP QPP El and tax will appear on the T4 slips J Do you want CPP amp El to be adjusted to their calculated amounts even if there is insufficient tax to cover the difference If this option is selected it will adjust CPP QPP and EIl 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 and El this difference will be posted to the T4 Summary The shortfall is comprised of the increase in the employer s portion of CPP EI and the i
49. ended Requirements Amended Original marked Amended at the top Summary Cancelled at top Summary Send letter explaining No the amendment Yes include filer ID Send letter explaining If dollar Yes but marked Yes if dollar number and put 1 the amendment amount Deleted amount in Box 21 changed changed Yes Yes RL 1 Yes indicate Send letter explaining Yes number from upper the amendment right hand corner of Send letter explaining No Yes No the amendment Yes with Yes marked cancelled NR4 Yes Send letter explaining Yes Yes Yes the amendment T4A NR Yes Send letter explaining Yes Yes Yes the amendment T5013 fYes Send letter explaining Yes Yes Yes the amendment T5018 fYes Send letter explaining No Yes No the amendment Replacing In every case to replace a lost or destroyed slip reprint and distribute to the employee as with the original but DO NOT submit copy 1 to the Tax Centre Instead label it Duplicate and keep in your own files If amendment is because PA is wrong you don t have to report the amendment unless the PA correction is greater than 50 or you are asked to by the employee or CCRA 13 12 T4 TimeSaver User Manual Appendix J Headings for Import File Keywords are used as column headings by the import function to identify the information in the column Generally each keyword is the name of a field in a TimeSaver table A special
50. er the appropriate numeric income code or select one from the drop down list to indicate the source of the income being reported Currency Code Gross income and non resident tax withheld should be reported in Canadian funds However CCRA will convert both these values to Canadian currency based on the currency code entered here and the average annual rate Ensure that both the gross income and the non resident tax withheld are in the same currency and that the appropriate three letter code is selected Exemption Code Enter the applicable exemption code or select it from the drop down list T4A NR Input Window Name The recipient name should be entered with the surname first followed by a comma and then the first name The name can be formatted easily by pressing the F5 key The T4 TimeSaver program will change the surname to block letters make sure that the first letter of the first name is capitalized and insert a comma if none is entered e g SMITH John Country of Residence Enter the appropriate three character country code or select it from the drop down list to indicate the country of residence of the recipient See Appendix E for a full list of the standard three character country codes Non Resident s Service Industry Enter the four digit numeric code or select it from the drop down list indicating the type of service industry Status Indicate whether the current slip is an amended duplicate or additional
51. es Use this function to transfer one or more companies from the current database to another database Set the destination database by selecting an existing database or creating a new one Indicate which company ies you wish to transfer using the Select Unselect Select All and Unselect All buttons If the Remove Company from Source Database option is not checked the company information will remain in both the current database and the destination database otherwise it will be available only in the destination database Database Repair The database repair routine in T4 TimeSaver performs two functions It compacts databases to save space and it recovers from certain types of file corruption caused by power failures software problems many hardware problems and most common types of operator errors However certain situations such as physical damage to the data storage media hard drive or disks or inadvertent erasure of files cannot be rectified by database repair routine Warning IN NO CASE SHOULD YOU RELY SOLELY ON THE DATABASE REPAIR ROUTINE IN THIS SYSTEM TO PROTECT YOUR FILES FROM ACCIDENTAL ERASURE OR ANY OTHER LOSS OR CORRUPTION YOU ARE RESPONSIBLE FOR ENSURING THAT ADEQUATE BACKUP COPIES OF ALL YOUR FILES BOTH DATA AND PROGRAMS ARE MADE ON A REGULAR SYSTEMATIC BASIS When to run Database Repair The system constantly checks the validity of its files and if it detects any corruption it will report it This could occur if y
52. evelopment Expense Renunciation Cdn Development Expense Adjustment Cdn Development Expense Assistance Details Type max size Text 30 Text 30 Text 30 Text 30 Text 28 Text 2 Text 10 Text 3 Text 12 Text 3 Text 1 Numeric Text 1 Text 16 Currency Currency Currency Currency Currency Currency Text 13 21 Comments Examples amp Defaults Required field CAN USA etc Amended etc CAN USA etc 4 decimals Up to 1000 char Headings for boxes 18 45 and boxes 53 58 are in the following format where nn is the box number BOXnn Box nn Additional Headings for T5015 fields CAPITALSTART CAPITALCONTR INCOMEALLOC DRAWINGS Capital account start of period Capital contribution during period Income allocated during period Drawings Currency Currency Currency Currency Currency 13 22 Heading CAPITALEND Description Capital account end of period Headings for T5018 Slips Heading STATUS NAME ADDRESS1 ADDRESS2 CITY PROV POSTAL COUNTRY PAYMENTS SIN Description Status of slip Recipient name 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 T4 TimeSaver User Manual Type Comments max size Examples amp Defaults Currency Type Comments max size Examples amp Defaults Text 12 Ame
53. ffice Date Printed Entering Summary Form Information 8 5 T5 Summary Information Fill in the year filer ID number language choice and indicate whether it is an amended or additional Summary Also indicate if you have filed a T5 Summary before T5 Slip Totals You must enter the unclaimed dividends and interest and the tax on this unclaimed amount Person to contact about this return T4 TimeSaver will automatically use the data entered in New Company Defaults in the Setup menu when the company was first created You can however change the information if required Certification T4 TimeSaver will automatically use the data entered in New Company Defaults in the Setup menu when the company was first created You can however change the information if required Recalculate Recalculates the calculated values returning overridden values to the calculated value More Info Contains the company category printing dates and date filed by Magnetic Media if applicable RL 1 Summary Page 1 Contributions to QPP Employee Box B Employer 4147 00 4147 00 8 294 00 3 Quebec income tax RL 1 Tax RL 25 RL 2 Tax 25 312 00 12 Compensation tax J Check here if exempt from compensation tax Earnings 73 000 00 x 1 730 00 94 Subtotal lines 3 12 and 21 QPP income and comp tax remitted TOTAL 8 6 T4 TimeSaver User Manual Qu bec income tax
54. for this company using magnetic media processing T4 TimeSaver will automatically use the default values for the Tax Centre the Taxation Services Office Code and the Default Province of Employment that you entered on the New Company Defaults tab in the Setup menu You may make any changes required for this particular company by simply typing in the correct information The company category field is a self defined field that allows you to group the companies into categories Enter a different company category name for each group of companies you require This will allow you to print reports that include only the companies in the specified category See Using Filters in Chapter 9 Identification Company Name and Address Name NEW COMPANY Street address Province Postaleode Country Other Information Business number as shown on PD form ha Corp n account no unused as of 1998 Tax Centre Taxation Services e Office Default province of employment j Employer s El Rate 1 4000 Category code Qu bec identification file number se ebe NEG number NEQ 5 2 T4 TimeSaver User Manual T4 Adjustment Options With the T4 TimeSaver you have the flexibility of customizing your method of adjusting CPP QPP and El discrepancies for individual companies When you add a new company T4 TimeSaver will automatically insert the default values that you entered on the T4 Adjustment Defaults tab in t
55. given in the guides to filing the returns Do not send them to the address that you use for data filed on magnetic media Shipping Instructions 1 The following information must be clearly marked on each diskette or CD ROM a the type of RL data for example RL 1 b the transmitter s name c the sequence number of the magnetic medium for example 1 of 3 d the name and telephone number of the resource person 2 Enclose a completed copy of form OPR 400 V Description of Magnetic Medium for each diskette or CD set you submit 3 Send your package to the following address Groupe de promotion de EDI et d acquisition des donn es lectroniques Direction g n rale du traitement et des technologies Minist re du Revenu 3800 rue de Marly secteur 2 2 0 Sainte Foy Qu bec G1X 4A5 Further Information If you have further questions regarding your magnetic media submission please contact M Yvan Denis Veilleux Direction g n rale du traitement et des technologies Minist re du Revenu 10 2 T4 TimeSaver User Manual 3800 rue de Marly secteur 2 2 0 Sainte Foy Qu bec G1X 4A5 Telephone 418 652 5281 Fax 418 646 0713 E mail yvan denis veilleux mrq gouv qc ca Setting up the Magnetic Media Transmitter Record Defaults During setup you should complete the Magnetic Media tab of the Setup menu if you plan to submit returns on magnetic media Much of the information required by T4 TimeSaver for magnetic
56. hange the background colour of the S I N field to red if the S I N is invalid You can however ignore the warning and continue to enter other information The formula used to test the value of the S I N is found in the CCRA Publication Formulae for Federal and Provincial Deductions for Computer Users When the edit list or detailed adjustment report is printed or displayed there will be an asterisk beside any invalid S I N values 6 4 T4 TimeSaver User Manual CPP Pensionable Weeks If you have selected Adjust based on number of pensionable weeks for the CPP QPP Adjustment Option on the T4 Adjustment Options tab of the Company Information a value must be entered into the input field 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 Other Income Record other income in the boxes provided at the bottom of the window The type code of the income should be indicated in the Boxes with the corresponding Amounts directly beneath Press F2 or double click the box field to display a list of available codes See your Tax Guide for a list and description of appropriate type codes Amended T4s Click on the check box labelled Amended to indicate that the T4 is an amended one This will cause the word AMENDED to be printed across the top of the slip as required by CCRA It will also cause the slip to
57. he DOS copy command or Windows Explorer 13 2 T4 TimeSaver User Manual Appendix B Technical Notes Data Storage T4 TimeSaver stores the data you enter in MS Access database files having the extension t00 The company information is stored within the database in a table called Company one record per company There is also a table within the database for each type of slip and Summary form Data is stored in these tables one record per employee and connected to the company information by a company number assigned by the system The file T4WOO INI is stored in the same directory as the program and among other things stores the authorization number There will be additional file s containing various user and machine related information also stored in the working directory If you have the single user version of T4 TimeSaver the file will be named SINGLEYY INI where YY is the 2 digit year of the program If you have the network version of the program there will be a separate file for each user and the files will be named userYY INI where user is the user name entered when starting T4 TimeSaver and YY is the 2 digit year of the program Additional Forms If you do a complete installation a subdirectory called FORMS will be created under your program directory The files required for the additional forms feature will be located here Appendices 13 3 Appendix C Common Problems 1 I get the message Company is locked by
58. he Setup menu You may make any changes required for this particular company by simply typing in the correct information For further information see Chapter 7 Adjusting T4s and Relev 1s User Defaults If for a specific company you have changed the values for the Tax Centre the Taxation Services Office code or the Default Province of Employment on the Identification tab or any of the options on the T4 Adjustment Options tab pressing the User Default button will restore the default values that are stored in the User Setup Options You will be asked to confirm the copying of this information Selecting a Company To switch to another company choose Selecting a Company from the Company menu A list of all the companies stored in the current database will appear Highlight the desired company and press Enter or click on the company name You can perform the same function by simply clicking on the current company name visible at the top of the form Editing Company Information You can edit the company information by selecting Edit Company Information from the Company menu User Defaults If you have changed any of the adjustment options pressing the User Default button will restore the default values that were recorded during setup You will be asked to confirm the copying of this information Sometimes it may be necessary to make changes to the T4 Adjustment options for anumber of companies Instead of making the changes on each co
59. he form for the current company only See Chapter 11 for more details concerning printing additional forms To print the Summary Form to be sent with the slips to CCRA select the appropriate type of summary from the list in the Reports menu and then choose Summaries from the list of available reports A dialog box will open which will allow you to select which Summary forms you wish to print the type of paper to print them on the printer you wish to print them on and the number of copies you wish to print 9 4 T4 TimeSaver User Manual Note that the summary will reflect the unadjusted values from each slip unless all of the slips have been adjusted You will be warned if some of the slips are adjusted while others are not Companies Select one of the three options listed All to print the Summary reports for all companies in the current database Current to print the Summary report for only the current company or Selected to print the Summary reports for the companies you select If you choose Selected click on the Select button to get a list of the companies contained in the current database Choose the companies you wish to print a Summary Report for using the Select Unselect Select All and Unselect All buttons When all the required companies have been added to the selected list click on Close Slips Select one of the options listed All to include all the slips in the Summary report for the selected companies
60. imeSaver the requirement for you to submit a test file with CCRA or Minist re du Revenu is waived because ELM Computer Systems submits test files and receives approvals from the appropriate government departments each year However if you prefer to submit your own test files you may do so by following the instructions in the appropriate guides Filing on magnetic media is to your advantage because it reduces your printing costs as well as the time spent handling paper The program generates all the components required for a complete magnetic media submission e floppy disk s containing the T4 T4A T5 T4A NR NR4 RL 1 or RL 3 information and transmitter identification e Magnetic Media Transmittal form T619 for federal returns or Description of Magnetic Medium OPR 400 V for Quebec returns You may include returns for any number of companies when creating a magnetic media submission Approximately 2000 slips and summary records will fit on a single 1 44Mb floppy diskette When a diskette is filled T4 TimeSaver will prompt you to insert another diskette The entire set would count as one submission Instructions for Federal Returns The following instructions are provided here for convenient reference For complete details obtain the CCRA publications T4028 for T4s T4As and T4A NRs and T4031 E for T5s and NR4s both entitled Computer Specifications for Data Filed on Magnetic Media 1 A magnetic media submission may contain onl
61. ion The default value is 52 weeks but can be changed to 53 weeks if required EI Adjustment Options D Adjust El if over annual maximum If this option is selected the El will only be adjusted if it is greater than standard annual maximum of 39 000 x 2 4 or 936 00 NOTE THAT THIS OPTION CAN BE SELECTED ALONE OR WITH EITHER ONE OF E OR F E Adjust El based on Insurable Earnings If this option is selected the El will be calculated as El insurable earnings x 2 4 If E l insurable earnings are not entered gross pay will be used F Adjust El insurable earnings based on El deducted This option assumes the entered amount for El deducted is correct When this option is selected El insurable earnings will be calculated as the minimum of El deducted box 18 2 4 39 000 and Employment income box 14 NOTE THAT ONLY ONE OF E OR F MAY BE SELECTED Transfer Over Remittance G Transfer employer s over remittance of CPP or El to the following employee When adjustments reduce total deductions for the company the employer s portion of the over remittance may be transferred to the tax of an owner or shareholder 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 RL 1 of this employee This adjustment will be reflected in the adjusted tax on the Adjustment reports for the particular
62. ionable weeks for the CPP QPP Adjustment Option on the T4 Adjustment Options tab of the Company Information a value must be entered into the input field QPP Pensionable Weeks This field will default to 52 or 53 depending on the value entered under Maximum Number of Pensionable Weeks but you may override this value for specific employees Footnotes Text footnotes may be entered in the fields provided Net Pay Calculation The employee s net pay is calculated and displayed on the screen as you enter data into each box of the RL 1 and may prove useful as an audit check It will be calculated in one of the two following ways Gross Pay Standard Deductions Other Deductions or Gross Pay Standard Deductions Taxable Benefits Other Deductions 6 6 T4 TimeSaver User Manual The Standard Deductions include the values entered in Boxes B C D E F and N plus Box 22 Income tax deducted of the corresponding T4 Taxable Benefits is the sum of Boxes H through L and P 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 clicking on the Net Pay button and then selecting the appropriate option You can also check the Don t display net pay to remove this information from the display T4A Input Window Employee Name The employee name should be entered with the surname first followed by a comma and then
63. ipment as long as each submission is in a separate envelope If there is more than one diskette in a set each must be labelled and numbered in sequence i e 1 of 3 2 of 3 3 of 3 etc Making Corrections If it becomes necessary to make changes to the slips submitted on diskette please consult the following instructions If the submission has not yet been sent to CCRA you may choose to simply correct the returns and recreate the diskette s If you do not wish to recreate the diskette s you may prepare amended slips and summaries and include them with the diskette submission If the corrections are being made to a submission that has already been sent to the Magnetic Media Processing Unit you have no alternative but to print amended paper slips and summaries and send them to the taxation office that services your district Do NOT send them to the Magnetic Media Processing Unit You are also required to fill out a change form to be included with your corrections Please contact the Magnetic Media Processing Unit for further information Further Information If you have further questions regarding the specifics of your magnetic media submission please contact the Magnetic Media Processing Unit Magnetic Media Processing Unit Revenue Canada Taxation Ottawa Taxation Centre 875 Heron Road Ottawa Ontario K1A 1A2 Telephone 1 800 665 5164 Instructions for Quebec Returns The following instructions are provided here for convenient
64. k is located Click OK to continue When setup starts follow the directions on your screen Single User Installation Install on either the local hard drive or any network drive available to the computer Network Installation you may select and perform one of the following a To install and run T4 TimeSaver on each workstation Select Network Distribution from the Select Type of Install window This will put all of the installation files on your network drive Then run the installation from each workstation selecting Workstation from the Select Type of Install window b To install and run T4 TimeSaver on a network drive Select Network Administrator from the Select Type of Install window to install the program on a network drive Then run T4NODE EXE from each workstation to copy the necessary files to run the program from the workstation Starting the Program The Start menu will contain the T4 TimeSaver icon in the T4 TimeSaver program group 2 2 T4 TimeSaver User Manual Registration Your copy of T4 TimeSaver needs to be registered before all the functions of the program become available to you To register this copy of the program simply enter the unique authorization number issued to you by ELM Computer Systems Until this number is entered the program will print VOID across all of the slips and summaries printed and certain functions will be unavailable You may continue to use the T4 TimeSaver without registering the p
65. l work sites Medical travel Loan benefit under subsection 80 4 2 Research grants Scholarships fellowships or bursaries Income from wage loss plans Death benefits Disability benefits Box 32 code RPP pre 1990 past service Footnote description area Box 40 code Charitable organization reg n number 1 Type max size Currency Currency Currency Currency Currency Currency Currency Integer 2 Currency Currency Integer 2 Currency Integer 2 Currency Integer 2 Currency Currency Currency Currency Currency Currency Currency Currency Currency Currency Integer 2 Currency Text 60 Integer 2 Text 15 13 17 Comments Examples amp Defaults 0 10 13 15 0 14 0 14 see Guide 0 26 0 22 13 18 T4 TimeSaver User Manual Type Comments Heading Description max size Examples amp Defaults CHARNO2 Charitable organization reg n number 2 Text 15 CHARNO3 Charitable organization reg n number 3 Text 15 Headings for T5 and RL 3 Slips Heading Description Type Comments max size Examples amp Defaults NAME1 Recipient name line 1 Text 30 Required field NAME2 Recipient name line 2 Text 30 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 code Text 3 TAXYEAR Taxation year Integer 4 Current year ACTUAL Actual amount of dividends box 10 Currency TAXA
66. leting a Database Ensure that the database you wish to delete is closed Select Delete database from the File menu Locate and highlight the name of the database to be deleted and then click the OK button You will be asked to confirm the deletion Renaming a Database To rename an existing database you must first close the database Select Rename database from the File menu Locate and highlight the name of the database you wish to rename and click the OK button You will be asked to enter the new name of the database file Ensure that the correct filename is entered including the path and the t00 extension and again click the OK button User Setup Options 4 1 Chapter 4 User Setup Options T4 TimeSaver comes with many user definable settings to make it more flexible and efficient Before entering data you may wish to configure the program to your specific needs If you are using the multi user version of T4 TimeSaver these settings can be different for each user NOTE DEFAULT VALUES ENTERED IN SETUP WILL BE REFLECTED IN NEW COMPANIES ONLY TO CHANGE VALUES IN EXISTING COMPANIES SELECT EDIT COMPANY INFORMATION FROM THE COMPANY MENU Data Entry Tabs Each data entry screen contains a number of boxes corresponding to the boxes on the printed form It may not be necessary for you to enter information into each box as some boxes may be left blank or they may contain a default value Place a check mark beside the name of each box where
67. lick the Recalculate button T4 Summary T4 T4 TimeSaver Current T4 Summary OF x 5 File Company Forms Edt Reports Tools Setup Window Help lej x XYZ ENTERPRISES INC Hegal S cies el Al T4 Slip Totals Page 1 T4 slips filed for USA employees 0 Employee s CPP contribution Total number of T4 slips filed fF 4 Employer s CPP contribution Employment income before deductions 76 000 00 Employee s El premiums Registered pension plan contributions AU Employer s El premiums Pension adjustment Income tax deducted El insurable earnings SER Total deductions reported Slips are unadjusted The Minus remittances totals represent the Balance due Overpayment unadjusted values entered by the user Amount enclosed T Data entry complete Recalculate Page 1 Page 2 More Info OK Remittances Enter the amount of money already remitted to CCRA 8 2 T4 TimeSaver User Manual Amount Enclosed Enter the amount to be enclosed with the T4 Summary form Adjustment Status The T4 Summary will reflect the adjusted values as long as all of the employees for the company have been adjusted If however only some of the slips have been adjusted using the Adjust this T4 R1 icon the summary will reflect the unadjusted values for all of the employees Data entry complete Once all of the data has been input for a given company check the data entry complete box This will allow you to print repor
68. media processing is contained there To access magnetic media processing choose the type of slip required from the Reports menu and then Magnetic Media Note that magnetic media filing is only available for T4 T4A T5 T4A NR NR4 RL 1 and RL 3 returns The magnetic media dialog box will open and give you a number of options Companies to be included in magnetic media submission T4 Magnetic Media Companies My Company pee Press to Heese ils change data C Selected r i entered F during Select Information salle Copies of report Transmitter Information 2 Disk drive A 3 Disk Disk type 3 5 inch diiva Data type Original a pi type entered HP LaserJet 4M Plus Elm acct ey mal Number of copies of the Magnetic Media Report required Companies Select one of the three options listed Filing by Magnetic Media 10 5 All to create magnetic media output for all companies in the current database Current to create magnetic media output for only the current company or Selected to create magnetic media output for the companies you select If you choose Selected click on the Select button to get a list of the companies contained in the current database Choose the companies you wish to create magnetic media output for using the select unselect select all and unselect all buttons When all the required companies have been added to the selected list click on close Or click on Filter to select the com
69. mpanies Note that this report is for your own records only there is no means to report the premium relief to the CCRA Printing Adjustment Reports A report showing all the adjustments made for each employee can be produced for the T4 and RL 1 slips To generate this report select T4 or RL 1 from the Reports menu Then choose Adjustments from this list of available reports A dialog box will open which will allow you to select the companies for which you wish to print T4 Adjustment Reports and the desired printer Companies Select one of the three options listed All to print the Adjustment report for all companies in the current database Current to print the Adjustment report for only the current company or Selected to print the Adjustment report for the companies you select If you choose Selected click on the Select button to get a list of the companies contained in the current database Choose the companies you wish to print the Adjustment Reports for using the Select Unselect Select All and Unselect All buttons When all the required companies have been added to the selected list click on Close Or click on Filter to select the companies to include by data entry status printing status magnetic media processing status or company category See the section entitled Using Filters at the end of this chapter Order of Slips Select one of the options listed Order by employee name lists employees alphabetically by
70. mpany s T4 Adjustment Options tab you can make the changes on the T4 Adjustment Defaults tab in the Setup menu Then simply press this User Defaults button on the T4 Adjustment Options tab for each individual company Finding a Company To locate a company select Find Company from the Company menu The Find Company dialog box will open Type in a full or partial company name and select the scope of the search by clicking on either All databases in directory or Current database only Then click on the Find button Company Information ia Find Company Once all the matching company names have been listed double click on the required company name or highlight it and press Select The selected company and its database will become the current company and database ia Find Company ABC TEST Company in Current ABX COMPONENTS INC in Current 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 5 4 T4 TimeSaver User Manual Remove Inactive Slips This function will remove slips that have all dollar values set to zero This is useful for eliminating slips for employees that are no longer with the company but for whom there is still a name and address in the database Enter the type of slips you wish to remove ie
71. n authorized box 23 City and Province where services tendered Number of days recipient was in Canada Foreign Social security number box 12 Canadian social insurance number box 14 Professional name box 16 Non resident s service industry Country of Residence T4 TimeSaver User Manual Type max size Currency Text 1 Text 2 Text 3 Currency Currency Text 1 Type max size Text 30 Text 30 Text 30 Text 28 Text 2 Text 10 Text 3 Integer 4 Text 12 Currency Currency Currency Text 1 Text 32 Integer Text 20 Text 9 Text 30 Text 4 Text 3 Comments Examples amp Defaults Comments Examples amp Defaults Required field USA 1999 Amended etc Max of 366 USA Appendices Headings for T5013 Slips Heading NAME1 NAME2 ADDRESS1 ADDRESS2 CITY PROV POSTAL COUNTRY STATUS COUNTRYCODE MEMBERCODE UNITSOWNED RECTYPE PARTNERID CEERENUNCIATION CEEADJUSTMENT CEEASSISTANCE CDERENUNCIATION CDEADJUSTMENT CDEASSISTANCE DETAILS Description Recipient name line 1 Recipient name line 2 Address line 1 Address line 2 City Province code Postal code including space Country in address Status of slip Country code box 7 Member code box 8 Partnership units held box 9 Recipient code box 11 Recipient s ID box 12 Cdn Exploration Expense Renunciation Cdn Exploration Expense Adjustment Cdn Exploration Expense Assistance Cdn D
72. ncrease 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 K Enter the maximum amount by which tax may be reduced If item J was selected you may enter the maximum amount by which tax may be reduced This option prevents the tax from being decreased to zero For example if you only wanted tax to be decreased by a maximum of 100 enter 100 in this field Entering Summary Form Information 8 1 Chapter 8 Entering Summary Form Information From the main menu select Forms and then select the type of Summary you wish to view or click on the Go to summary icon from the toolbar while editing a slip All values that can be calculated from the information entered onto the slips will appear on the summary form in blue The remaining values will need to be entered manually These will generally appear as white boxes and the cursor will move from one to the next skipping the calculated values See the specific form and field below for more information Overriding Calculated Values If it becomes necessary to edit a calculated field you may do so by pressing the F4 key The background colour of the field will change to indicate the value is no longer the calculated value and you will be able to enter the desired value To return to the calculated value c
73. ncy CPPEXEMPT CPP exempt box 28 Yes No EIEXEMPT El exempt box 28 Yes No UNION Union dues box 44 Currency CHARITABLE Charitable donations box 46 N Currency 13 14 Heading PENSIONNO PENSION PROVEMP SIN EMPCODE EMPNUM CPPWEEKS NETPAYOTHER OTHERCODE1 OTHERAMT1 OTHERCODE2 OTHERAMT2 OTHERCODE3 OTHERAMT3 OTHERCODE4 OTHERAMT4 OTHERCODES5 OTHERAMT5 OTHERCODE6 OTHERAMT6 AMENDED YOUTHFLAG TAXYEAR Description RPP DPSP number box 50 Pension adjustment box 52 Province of employment box 10 Social insurance number box 12 Employment code box 29 Employee number reference number Weeks eligible for CPP Other deductions from Net Pay Other information code 1 Other information amount 1 Other information code 2 Other information amount 2 Other information code 3 Other information amount 3 Other information code 4 Other information amount 4 Other information code 5 Other information amount 5 Other information code 6 Other information amount 6 Amended slip Youth hires program Taxation year Additional headings for RL 1 fields INCOMER1 TAXR1 UNIONR1 QPPEARN HOUSING AUTOR1 HEALTHR1 Employment income box A Quebec income tax deducted box E Union dues box F QPP pensionable earnings box G Meals and accommodation box H Personal use of auto box Private health insurance box J T4 TimeSaver User Manual Type Comments max size Examples amp Defaults Text 7
74. nded etc Text 30 Required field Text 30 Text 30 Text 28 Text 2 Text 10 Text 3 CAN USA etc Currency Text 15
75. nder minimum If this option is selected then the CPP will be adjusted to fall within the following range Upper Limit the lesser of the CPP QPP pensionable earnings x 3 9 and 1 329 90 Lower Limit the lesser of the CPP QPP pensionable earnings 3500 x 3 9 and 1 329 90 If the CPP QPP deducted is greater than the Upper Limit it will be adjusted down to the Upper Limit If the CPP QPP deducted is less than the Lower Limit it will be adjusted up to the Lower Limit If the CPP QPP deducted falls within the range of the Upper and Lower Limits no adjustments will be made to CPP QPP This option ignores any potential reduction resulting from the annual CPP basic exemption which must be prorated based on pensionable weeks as outlined below This option was implemented for situations where it is not desirable to enter the number of pensionable weeks on each T4 slip 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 3 9 Where the prorated deduction is calculated as actual number of pensionable weeks maximum number of pensionable weeks x 3500 Adjusting T4s and Relev 1s 7 3 NOTE THAT ONLY ONE OF A OR B MAY BE SELECTED 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 exempt
76. ng Data The data entry screen for each type of slip contains input fields that correspond to the boxes on the printed forms Descriptions of some of these boxes are listed below under the appropriate type of slip For the other boxes see the Employers Guides provided by CCRA for information about the regulations concerning the contents of any of the particular boxes Overriding Calculated Fields Some fields on the slips and summaries contain calculated values These values will appear in blue type If it becomes necessary to edit a calculated field you may do so by pressing the F4 key The background colour of the field will change to indicate the value is no longer the calculated value and you will be able to enter the desired value To return to the calculated value click the Recalculate button T4 Input Window Employee Name The employee name should be entered with the surname first followed by a comma and then the first name The name can be formatted easily by pressing the F5 key The T4 TimeSaver program will change the surname to block letters ensure that the first letter of the first name is capitalized e g SMITH John and insert a comma if none is entered Entering Slips 6 3 E l Insurable Earnings A value should only be entered in the E I Insurable earnings box when it is not equal to the gross pay amount Box 14 or zero If no amount in entered Box 24 will be left blank on the printed slip as required by CCRA
77. ngle sheet forms supplied by CCRA T4 TimeSaver is able to print to these forms as well as the standard dot matrix printer continuous forms At some point in the future this will apply to the T4As as well since CCRA will be switching to form reading equipment in most of these areas 5 El insurable earnings is not printing even when I have entered a value in Box 24 If the El insurable earnings is equal to gross pay or if it is equal to zero CCRA Taxation asks that the El insurable earnings not be printed leaving Box 24 blank in such cases This is not a problem with T4 TimeSaver and we have checked with CCRA Taxation to ensure that the system is functioning properly 6 I have installed an update but the new features do not appear to be available or functioning Check the version number of the T4 TimeSaver you are running by selecting About T4TimeSaver from the Help menu Make sure that the revision number and date correspond to the update you have installed If it is not the most likely problem is that you have installed the new version of the program into a different directory than you did the first time Re run the installation and select the appropriate 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 from a local hard disk In this c
78. nly the current company or Selected to print the Summary reports for the companies you select If you choose Selected click on the Select button to get a list of the companies contained in the current database Choose the companies you wish to print a Summary Report for using the Select Unselect Select All and Unselect All buttons When all the required companies have been added to the selected list click on Close Or click on Filter to select the companies to include by data entry status printing status or company category See the section entitled Using Filters at the end of this chapter Copies of Report Type in the number of copies you require Output Report to Select one of the options listed Display shows the report on your computer monitor or Printer prints the report on paper Options Decide whether or not you want to include the address information Current Printer This command button accesses the Print Setup dialog box where you can select the default printer for printing Company Summary Reports and the source paper tray manual etc of the paper Using Filters The Filter button allows you to select which companies to include in a report based on data entry status printing status magnetic media status or company category The report generated will contain information for the companies that meet the criteria you select all other companies will be filtered out When you click on the Filter butt
79. nual _ T4 Adjustment Defaults Tab Complete the T4 Adjustment Defaults tab The information on this tab will be copied to the T4 Adjustment Options tab of the Company Information window for each new company See further information in Chapter 7 Adjusting T4s and Relev 1s regarding how to set the adjustments to best suit your needs Note Information on this tab is copied to each new company you set up Complete the New Company Defaults tab This information will be automatically entered into each new company you set up You may override these defaults for individual companies as you set them up Note Information on this tab is copied to each new company you set up User Setup Options 4 3 Magnetic Media Tab The Magnetic Media tab contains information required by the system to submit T4 T4A T5 NR4 T4A NR RL 1 and RL 3 returns on diskette Enter the name and address of the company responsible for transmitting the magnetic media data You should also enter names and phone numbers for accounting and technical contacts If CCRA has assigned a transmitter number for federal forms it should be entered If you will be filing RL 1 and or RL 3 returns you must contact the Ministere du Revenu to receive a transmitter number and a set of serial numbers See Chapter 10 Filing by Magnetic Media for further information regarding magnetic filing Magnetic Media Transmitter Information Media Type Name line 1 DJiskette
80. nus of the Forms menu The form will appear within the data entry window Move to the box you wish to edit by tabbing from box to box or by clicking the box with the mouse pointer Make the necessary alterations and then either save or print the form 11 2 T4 TimeSaver User Manual Deleting Data from an Additional Form Clicking on the Delete current form icon will delete all of the data that has been entered onto an additional form You will then have a blank form which can be used again Note that this deletes the data from the form even if it has been saved You should always print any forms that you have already entered before clearing the data Printing an Additional Form Once the form has been completed it can be printed Open the form by selecting it from one of the submenus of the Forms menu Click on the Print current form to send the form to the printer Pressing Ctrl P performs the same function T4 TimeSaver will require Adobe Acrobat Reader to perform this function If it is unable to locate the Acrobat Reader you should install or re install it from your T4 TimeSaver CD or Adobe s web site Closing an Additional Form Click on Close current form icon to close the data entry window containing an additional form If the form has not been saved since the last change you will be asked whether you wish to save it You can also close the form by pressing the escape key Tools 12 1 Chapter 12 Tools Transfer Compani
81. ompany to which it applies For example if your import file includes two companies with their associated T4 data the blocks of information would be in sequence as follows Company 1 T4 s for Company 1 Company 2 T4 s for Company 2 You may optionally choose not to import company information but to add the company information using T4 TimeSaver The Import function will prompt you for the company to import slip information into If you select the company this way the import file may only contain slips for that company The best way to create or view an import file is to use a spreadsheet program that way you will see the data laid out into rows and columns If you do not have a spreadsheet program you can also create an import file in a word processor 12 4 T4 TimeSaver User Manual Instructions 1 Open the spreadsheet that contains the data 2 Move the contents of all the cells in your spreadsheet one column to the right so that the first column is blank 3 Move the contents of all the cells down by one row so that the first row is blank 4 Check the structure of the spreadsheet If it contains more than one type of information for example company information and T4 information make sure that each type of information has its own block in the spreadsheet The blocks should follow each other vertically 5 In the first cell in the blank row above each block of information enter one of the keywords shown in this table Be
82. on the Select Companies by Filter window appears Data Entry Status Check this box if you want to filter by whether or not the data entry is complete Select one of the options listed 9 10 T4 TimeSaver User Manual Printing Status Check this box if you need to filter by whether or not the slips and summaries have been printed Select one of the options listed Magnetic Media Status Check this box if you want to filter by whether or not the slips for the company have been filed by magnetic media You can also filter out the companies by the date that their magnetic media was processed This option only appears when reports are being entered for returns for which magnetic media filing is supported Select Companies by Filter Company Category Check this box if you wish to select one company category to report on Then type in the company category name Filter Applies To This option only appears when printing the Company Summary Report You need to indicate which type of return the data entry status and printing status refers to Once you have made your selections click on the Set Filter button You will be told the number of companies that meet the criteria you have outlined Confirm the selection and the company names will appear in the companies box Filing by Magnetic Media 10 1 Chapter 10 Filing by Magnetic Media NOTE This feature is only available in T4 TimeSaver Plus General information NOTE As a user of T4 T
83. on entered on the New Company Defaults tab of the Setup menu will appear in this area If no default name was entered these fields will be blank In either case you can change the information at this time More Info Contains the company category printing dates and date filed by Magnetic Media if applicable T5 Summary T5 Summary Information Information return for year Filer identification fvart2s456 Language of choice for M English ended December 31 number MaF ass correspondence French TIF this is an amended T5 summary P IF this is an additional T5 summary IV Ifyou have filed a T5 information check here check here return betore check here T5 Slip Totals Total number of T5 slips FODEN WNE neea A EAEE Actual amount of dividends Fonsignitasipad tie eee reo oeatas Taxable amount of dividends Royalties from Canadian sources Federal dividend tax credit Capital gains dividends 0 0 0 0 0ceceee Interest from Canadian sources Accrued income Annuities Other income from Cdn sources Eligible for resource allowance ded n Unclaimed amounts dividends and interest Tax deducted from unclaimed amounts Person to contact about this return BILL SMITH 555 123 1231 I Data ent complete Recalculate Name Telephone number Certification More Info ssa J Authorized person Position or o
84. or details On printed T4A slips most of this information is included as footnotes However the T4 TimeSaver import procedure will NOT create footnotes from this information To import footnotes that will appear on printed slips use the headings FNOTE1 FNOTE2 and FNOTES above BOX16CODE UNREGPEN SIPENSION BOX18CODE Box 16 code Unregistered pension plan Status Indian pension or superannuation Box 18 code Integer 2 Currency Currency Integer 2 0 9 13 14 289101314 Appendices Heading LUMPSUMACC LUMPSUMSI LUMPSUMRPP LUMPSUMDPSP LUMPSUMNONRES LUMPSUMUNREG LUMPSUMNOTRANS BOX24CODE DPSPANNUITY IAACANNUITY BOX26CODE RETIRINGSI BOX27CODE RETIRINGNONSI BOX28CODE OTHERSI OTHERDPSP BOARDSITE MEDTRAVEL LOANBENEFIT RESEARCH SCHOLARSHIP WAGELOSS DEATHBENEFIT DISABILITY BOX32CODE RPPPRE1990 FNOTEDESC BOX40CODE CHARNO1 Description Lump sum payments accrued to 12 31 97 Status Indian Lump sum payments Lump sum payments RPP not eligible Lump sum payments DPSP not eligible Lump sum payments non resident services Lump sum payments unreg d pension ben Lump sum payments not eligible for trans Box 24 code Installment or annuity payment under DPSP IAAC annuity Box 26 code Status Indian eligible retiring allowance Box 27 code Status Indian non eligible retiring allowance Box 28 code Status Indian other income Installment or annuity under revoked DPSP Board and lodging at specia
85. ork 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 Appendices Appendix E Country codes ARG Argentina AUS Australia AUT Austria BHS Bahamas The BHR Bahrain BGD Bangladesh BRB Barbados BEL Belgium BMU Bermuda BRA Brazil VGB British Virgin Islands CMR Cameroon CAN Canada CYM Cayman Islands CHL Chile CHN China People s Republic of COL Columbia SUN Commonwealth of Independent States CIV lvory Coast CYP Cyprus DNK Denmark DOM Dominican Republic EGY Egypt FIN Finland FRA France DEU Germany Federal Republic of GRC Greece GRD Grenada GUY Guyana HKG Hong Kong ISL Iceland IND India IDN Indonesia IRL Ireland ISR Israel ITA Italy JAM Jamaica America JPN Japan KEN Kenya KOR Korea Republic of South LBN Lebanon BLZ Leeward amp Windward Islands amp Belize LBR Liberia 13 7 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
86. ote Appendix J contains important information regarding Importing from text files If you have information in a payroll package or another tax slip preparation software product and you would like to import this information into T4 TimeSaver you can do so if the software allows you to export to a spreadsheet or text file You can import company T4 T4A T5 RL 1 RL 3 NR4 T4A NR T5013 and T5018 slip information Creating an import file The files that T4 TimeSaver imports are tab delimited text files The format of the text file is quite similar to the format used by QuickBooks for its export and import files The file is structured with keywords in capital letters that serve as row and column headings The keywords that appear at the beginning of each row identify the type of information in that row For example the keyword T4 indicates that the row contains data about a T4 slip Generally rows that begin with the same keyword are grouped together For example all of the T4 entries appear as a single block of rows in the file Each block in turn has its own column headings that appear in capital letters in the cells of the first row in the block The column headings identify the type of information that each column in the block contains There is one important exception to the rule that rows are grouped by keyword If your import file includes both company and slip information the slip information must follow immediately after the c
87. ou 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 Database Repair option in the Tools 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 a floppy diskette or to another hard drive Select the Database Repair option from the Tools menu Choose the current database or selected database and click Start If you have chosen selected database highlight the correct database directory and name from the list of available databases The process will begin as soon as you click on OK You will 12 2 T4 TimeSaver User Manual be informed when the repair is complete Any data that cannot be fixed will be discarded You can then open the database again and continue as usual Convert Last Year s Database This function converts a t99 database into a t100 database of the same name Use this function to maintain the company and employee data ig Convert 1999 Databases to 2000 Format Ea Options IV Initialize fields zero amounts remove amended etc V Clear CPP exempt boxes Clear El exempt boxes M Initialize partnership forms V Clear T501
88. p menu There can be only one copy of each form for each company at any given time whether it is blank or has had data entered on it If you require more than one of the same form for a company you will need to enter the data on the first form print it then clear the data from the form This process can be repeated for as many different copies of the form as you require Entering Data on an Additional Form Select the form from one of the submenus of the Forms menu A data entry window will open containing the form The cursor will be in the first blank box on the form Type in the pertinent data moving from box to box by hitting the tab key You do not have to enter spaces to line data up with the form the text you enter will automatically be formatted to suit the data and box type Eg Currency values will be right justified in the box with the decimal points lining up Do not be concerned if the characters do not line up exactly on the screen The formatting has been designed to space the text properly on the printed page Saving an Additional Form For each company in your database you can save one completed copy of each of the additional forms Click on the Save current form icon The data you have entered will be saved with the form The form can be completed edited or printed at a later date Pressing Ctrl S performs the same function Editing Data on an Additional Form Open the form by selecting it from one of the subme
89. panies to include by data entry status printing status magnetic media processing status or company category See the section entitled Using Filters at the end of Chapter 9 Output data to Select one of the options listed Drive A or Drive B Be sure to place a blank formatted diskette in the corresponding drive You will be prompted at the appropriate time Copies of Report Type in the number of copies of the T619 form required for magnetic media processing that you desire Two copies of this form need to be sent to CCRA along with your diskettes Current printer This area displays the current printer The Select command button accesses the Print Setup dialog box where you can select the default printer for printing Magnetic Media Reports and the source paper tray manual etc of the paper Process Pressing this command button will begin the processing of the magnetic media You will be prompted to insert formatted diskettes when needed and given a filename to put on the diskette label The magnetic media transmittal reports will print automatically once the processing is complete Edit Transmitter Information Pressing this command button will allow you access to the information stored on the Magnetic Media tab of the Setup menu You can add missing information or edit existing data Clicking on the OK button will return you to the magnetic media dialog box Remove Serial s 10 2 T4 TimeSaver User Manual R
90. quire Output Report to Select one of the options listed Display shows the report on your computer monitor or Printer prints the report on paper Options Select the format you would prefer either table style or memo style and check one or more of the other options listed if appropriate Include addresses Include inactive slips An inactive slip is one which has all dollar amounts set to zero Use legal paper 81 2 x 14 and Landscape orientation Current Printer This command button accesses the Print Setup dialog box where you can select the default printer for printing Edit List Reports and the source paper tray manual etc of the paper Note An asterisk beside a S I N indicates that the S I N value is invalid See S I N validation in Chapter 6 Printing the Company Summary Report A Company Summary Report is a listing of the companies in the current database with the number of active and inactive slips of each type Select Company Summary Report from the Reports menu to generate this report A dialog box will open which will allow you to select which companies to include the Producing Reports 9 9 number of copies to be printed the printer to use and whether to print the report or display it on the computer screen Companies Select one of the three options listed All to print the Summary reports for all companies in the current database Current to print the Summary report for o
91. rinter driver cannot print as close to the bottom of the form as is necessary If this is the case T4 TimeSaver will warn you that there is a problem and offer some possible solutions One of the solutions may be to check the force printing to bottom option When this option is selected T4 TimeSaver will attempt to change the paper size to a larger size to force the printer to print lower on the page Some of the pre printed forms from CCRA contain fields that are composed of frames one for each character in the field It is not necessary to follow these frames when typing or printing using a printer since the frames are ignored by the scanning devices used to read the data However if you would like to have the data stretched to fit one character into each frame you can select the fit numbers text in frames option 9 6 T4 TimeSaver User Manual Print Alignment Before beginning to print you may wish to print a test page If the printing does not align correctly click on the Adjust Margins button and enter values that will offset the printing and move it to the correct place Test Printer This button will print a test page to your Windows default printer in order to determine the maximum printable height for the printer Print Youth Hires Calculation The T4 Summary report page has an extra button labeled Print Youth Hires calculation Press this button to create a Youth Hires Premium Relief Calculation report for each of the selected co
92. rogram The opportunity to register will be available every time you start the program until registration has been completed T4 TimeSaver program is copyright c 1987 2000 by ELM Computer Systems Inc Please refer to the License Agreement in Chapter 1 for full details of the agreement between ELM Computer Systems Inc and users of the package User Names Every time T4 TimeSaver is started you will be prompted for your user name You can create as many user profiles as you require The user settings can be unique for each user or there can be a number of identical users There should be a user name assigned to each person or workstation Create a user profile by typing in a unique entry when prompted for the user name You will be asked to confirm that this is a new user name This is to prevent the creation of a new user name in the case of a typographical error Each user can establish their own settings by selecting User Setup Options from the Setup menu Preferences and default values can then be entered in the various categories See chapter 4 for descriptions of the various settings Alternatively global settings can be established by using the User Administration option in the Setup menu To access this function you must enter the user name Admin upon startup With this function you can add a new user or edit copy or delete existing user settings NOTE DEFAULT VALUES ENTERED IN SETUP WILL BE REFLECTED IN NEW COMPANIES ONLY T
93. rst name is capitalized e g SMITH John and insert a comma if none is entered Recipient ID Number Validation Entering Slips 6 9 If the recipient is an individual enter the recipient s Social Insurance Number S I N For interest credited to a joint account enter the S I N of only one of the individuals If the recipient is not an individual enter the first nine digits of the recipient s business number if available The T4 TimeSaver will check the validity of the S I N entered and display a warning if it is invalid You can however ignore the warning and continue to enter other information The formula used to test the value of the S I N or business number is found in the CCRA Publication Formulae for Federal and Provincial Deductions for Computer Users Relev Code This code determines if this is the original RL 3 slip issued to the recipient or if it amends the original Enter 0 if this is the original slip Enter 1 if this changes the financial or identification information of a slip previously submitted Recipient Type Code Enter one of the following valid codes to identify the types of recipient 1 if the investment income was earned by an individual 2 if the investment income was earned by a joint account two individuals 3 if the investment income was earned by a corporation 4 if the investment income was earned by an association a trust fiduciary trustee nominee or estate a club a partner
94. rts A dialog box will open which will allow you to select which slips you wish to print the type of paper and the printer you wish to print them on and the number of copies you wish to print The individual slips can then be distributed to the employees or recipients and CCRA Note that the unadjusted values will print on each of the T4 and Relev 1 slips unless all of the slips have been adjusted You will be warned if some of the slips are adjusted and others are not Companies Select one of the three options listed All to print the slips for all companies in the current database Current to print the slips for only the current company or Selected to print the slips for the companies you select If you choose Selected click on the Select button to get a list of the companies contained in the current database Choose the companies you wish to print slips for using the Select Unselect Select All and Unselect All buttons When all the required companies have been added to the selected list click on Close Slips Select one of the four options listed All to print all the slips for the selected companies Amended only to print only the amended slips for the selected companies Originals only to print only the slips that have not been amended for the selected companies or Selected to print only the selected slips for the current company If you choose Selected click on the Select button to get a list of the emplo
95. s feed multi part forms on a dot matrix printer Sort Returns by If you select Sort returns by Company T4 TimeSaver will print copies 2 3 copy 1 and then copy 4 for the first company and then repeat for each remaining company If you select Sort returns by Copy Number all of the copy 2 8s will print followed by all of the copy 1s and finally all of the copy 4s Order of Slips Choose whether you wish the slips to print in the same order as they were entered or alphabetically by employee name Options Whenever a facsimile or pre printed laser form is being printed the option to Pause between copies for paper change will be available If this option is checked the program will prompt you to change from the paper for copy 2 3 to copy 1 and then to copy 4 when appropriate You may elect to print inactive nil forms These are slips that have all dollar values set to zero These slips will not print unless this option is checked For some forms you will have the option to print French instructions on copy 2 3 You may select this option for French speaking employees Producing Reports 9 3 In some cases T4 TimeSaver may try to switch to a paper size that your printer driver cannot accommodate Checking the use default paper size option will cause the program to use the paper size selected in Windows Some printer drivers allow printing closer to the bottom of the paper than others In some cases the preprinted forms cannot
96. s of the recipient s business number if available The T4 TimeSaver will check the validity of the S I N entered and display a warning if it is invalid You can however ignore the warning and continue to enter other information The formula used to test the value of the S I N or business number is found in the CCRA Publication Formulae for Federal and Provincial Deductions for Computer Users Status Indicate whether the current slip is an amended duplicate or additional slip Otherwise this field can be left blank T4PS Input Window Name The recipient name should be entered with the surname first followed by a comma and then the first name The name can be formatted easily by pressing the F5 key The T4 TimeSaver program will change the surname to block letters make sure that the first letter of the first name is capitalized and insert a comma if none is entered e g SMITH John Automatic Calculations The Taxable Amount of Dividends and the Federal Dividend Tax Credit are calculated and displayed automatically by the system as follows Taxable Amount of Dividends Actual Dividends 1 25 Federal Dividend Tax Credit Actual Dividends 1 6 This calculation does not apply for any corporate recipients or any recipient that is a charitable organization Recipient ID Number Validation If the recipient is an individual enter the recipient s Social Insurance Number S I N For interest credited to a joint
97. ship or other 5 if the investment income was earned by a government government enterprise or international organization Automatic Calculations The Taxable Amount of Dividends and the Federal Dividend Tax Credit are calculated and displayed automatically by the system as follows Taxable Amount of Dividends Actual Dividends 1 25 Federal Dividend Tax Credit Actual Dividends 0 1083 This calculation does not apply for any corporate recipients or any recipient that is a charitable organization Note that Ministere du Revenu has specified that where the recipient is a corporation i e the recipient type code is 3 the dividend income should be entered as Other income from Canadian sources box E and not as Actual amount of dividend box A This will prevent the calculation of the Federal Dividend Tax Credit for corporations When adding a new RL 3 slip with recipient type code of 3 any amount entered in box E will be assumed to be dividend income and will be carried over to box 10 of the corresponding T5 slip If the income is not dividend income you can edit the T5 appropriately 6 10 T4 TimeSaver User Manual Currency Code All amounts entered on a RL 3 slip should be in Canadian dollars If this is not possible enter the corresponding currency code according to international standard 4217 of the International Organization for Standardization ISO Enter the appropriate three letter alphabetical or three digit numeric
98. slip Otherwise this field can be left blank City Province where services rendered Enter the city name leave a space and then type the two character province code for the province in which the services were rendered Days in Canada Enter the total number of days the non resident was in Canada during this calendar year while under contract with the payer Include weekends and holidays Professional Name 6 12 T4 TimeSaver User Manual Use this box if the professional or operating name is different from the real or legal name of the non resident For example this box may be used when payments are made to non residents in the entertainment and athletic professions T5018 Input Window Name The recipient name should be entered with the surname first followed by a comma and then the first name The name can be formatted easily by pressing the F5 key The T4 TimeSaver program will change the surname to block letters make sure that the first letter of the first name is capitalized and insert a comma if none is entered e g SMITH John Construction subcontractor payments Enter the total payment received by the subcontractor during the period specified on the T5018 Summary Status Indicate whether the current slip is an amended duplicate or additional slip Otherwise this field can be left blank Recipient ID Number Validation If the recipient is an individual enter the recipient s Social Insurance Number
99. some of the fields that may require some additional explanation Area A Page 1 Status Leave blank if this is an original form Otherwise enter one of Amended Duplicate or Additional to describe the status of the summary Business Code Enter the four digit Business code from the T5013 slip box 05 Entering Summary Form Information 8 13 Tax Shelter s principal business activity and code Enter a two digit code and the matching description from box 06 of the T5013 slip Area B Person to contact about this return The default contact name and phone number entered on the New Company Defaults tab of the Setup menu will appear in this area If no default name and number were entered these fields will be blank In either case you can change the information at this time Certification The default certification name and position entered on the New Company Defaults tab of the Setup menu will appear in this area If no default name was entered these fields will be blank In either case you can change the information at this time Area C The amounts shown in Area C lines 181 to 291 are the total of the amounts allocated to the partners in boxes 18 to 29 on the T5013 slips The sources of income and losses are broken down into various categories that may be subject to different income tax rules Include income from both Canadian and foreign sources in Canadian currency By pressing the Recalculate button on the
100. stment Options tab You can make any changes necessary for individual companies and also enter the S I N number of the employee to receive the transfer of over remittance of CPP EI if you choose If you are entering data for more than one company you may want to select the appropriate options on the T4 Adjustment Defaults tab in the Setup menu These global default options will then be used for each new company you setup NOTE DEFAULT VALUES ENTERED IN SETUP WILL BE REFLECTED IN NEW COMPANIES ONLY TO CHANGE VALUES IN EXISTING COMPANIES SELECT EDIT COMPANY INFORMATION FROM THE COMPANY MENU 7 2 T4 TimeSaver User Manual T4 Adjustment Options CPP QPP Adjustment Options Transfer Over Remittance IT Adjust if over maximum under required minimum Transfer over remittance of CPP E to the employee with the following S I N IV Adjust based on number of pensionable weeks Naot oi Maximum number of pensionable weeks IV Increase gross pay of above employee by amount of over remittance El Adjustment Options Other Options IV Adjust if over annual maximum Adjust CPP EI differences greater than IV Adjust based on insurable earnings T Adjust CPP EI to calculated amounts even if there is P Adjust insurable earnings based on El deducted insufficient tax to offset the adjustment If yes enter the maximum amount by which tax may be reduced CPP QPP Adjustment Options A Adjust CPP QPP if over maximum u
101. summary form or on the T5013 slip form the information entered in this area will be allocated among the partners and posted to boxes 18 20 and 22 29 of the T5013 slips according to each partners share of net income or loss Gross Income or Loss These amounts are the gross income or losses for accounting purposes from the financial statements Net Income or Loss These amounts are the net income or losses adjusted for income tax purposes Area D This section sums up the selected information from the partnership s financial statements for the period covered by the partnership information return Area E Check each box to indicate a Yes response or leave blank for a No response In many cases further information will be requested if the response is Yes 8 14 T4 TimeSaver User Manual Additional Amounts for Allocation The information entered in this area will be allocated among the partners and posted to boxes 19 21 and 30 45 of the T5013 slips according to each partner s share of net income or loss Partners Shows the name Identification number units or interest owned and the percentage share of each partner in the partnership Producing Reports 9 1 Chapter 9 Producing Reports See Appendix G for a table outlining the filing requirements for the slips and Summaries available with T4 TimeSaver Printing Slips Select the desired type of slip from the Reports menu Then select Slips from this list of available repo
102. sure to include the exclamation point Enter this text If the block contains ICOMPANY Company information IT4 T4 and or RL 1 slip information IT4A T4A slip information IT5 T5 and or RL 3 slip information IT4F T4F information IT4PS T4PS information INR4 NR4 information IT4ANR T4A NR information T5013 T5013 Partnership information 1T5018 T5018 information For example if the spreadsheet contains a company followed by its T4 slips the structure of the spreadsheet would be as follows ICOMPANY Company information IT4 List of employee s names addresses gross pay etc 6 Fill in the remaining cells of the first column with the keyword you entered in the first row for each information block This time omit the exclamation point In our example the first column would look like this ICOMPANY COMPANY IT4 7 Complete the first row for each block of information by adding the headings that T4 TimeSaver expects to find for that type of information See Appendix J Tools 12 5 for details about headings for company and slip information For example the first row for a list of T4 slips might look like this IT4 NAME ADDRESS1 ADDRESS2 CITY PROV POSTAL SIN INCOME TAX etc 8 Make sure that the content of the columns in each block matches the headings you just added For example if the city and province are in one column you need to move the province to the PROV column and the city to the CITY column O
103. t by highlighting the name and then clicking Select or simply double clicking on the employee name A at Sort Slips Toggles between sorting the slips alphabetically by the employee s surname and sorting the slips in the order they were entered fEl Go to Summary Go to Slips Toggles between the Summary report and the slips for the type of form currently being displayed for the current company Ctrl G performs the same function A Adjust this T4 Slip Calculates and makes any adjustments necessary for the current slip based on the adjustment options entered for the current company Ctrl J performs the same function The adjusted values will appear below the entered values i Moves to the first slip for the current company Ctrl PgUp performs the same function Lil Moves to the last slip for the current company Ctrl PgDn performs the same function 4 Moves to the previous slip for the current company PgUp performs the same function gt Moves to the next slip for the current company PgDn performs the same function 2 6 T4 TimeSaver User Manual Input Conventions The decimal point should be used to enter cents Where no decimal point is entered the system will assume and display zero cents when the Tab or Enter keys are pressed or you move the cursor to another field New data entered in a field will overwrite previously entered data You may edit existing data by using the left and right cursor
104. t the Edit List report for only the current company or Selected to print the Edit List report for the companies you select If you choose Selected click on the Select button to get a list of the companies contained in the current database Choose the companies you wish to print the Edit List Reports for using the Select Unselect Select All and Unselect All buttons When all the required companies have been added to the selected list click on Close Or click on Filter to select the companies to include by data entry status printing status magnetic media processing status or company category See the section entitled Using Filters at the end of this chapter 9 8 T4 TimeSaver User Manual Fields to print Select one of the two options listed All to include all the fields available on the slip or Selected to print only those fields which you select If you choose Selected click on the Select button to get a list of the fields available for the current slip Choose the fields you wish to print on the Edit List Reports by using the select unselect select all and unselect all buttons When all the required fields have been added to the selected list click on close Order of Slips Select one of the options listed Order by employee name lists employees alphabetically by surname or Order in data entry sequence lists employees in the order they were entered Copies of Report Type in the number of copies you re
105. t00 Save in Gy Eimt400 Al c File name f t00 Save as type TimeS aver files t00 Cancel J Open as read only Li 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 and opened unless you cancel the procedure 3 2 T4 TimeSaver User Manual Opening a Database To work with an existing database you must open it Choose Open Database from the File menu Select the path and folder that contains the required database Select or type the name of the document you want to open in the File name field This box only lists documents with the filename extension t00 If no database exists you will need to create one by selecting New database from the File menu There is a database labelled demo t00 included with the program This database should be used solely as an example of a database and not as your working database You should create your own database to contain your data Closing a Database Close the current database by selecting Close database from the File menu The database must be closed to allow you access to the file through your operating system in order to move or backup the file without closing T4 TimeSaver De
106. ted copy of the chart found on page 2 of the Summary of Source Deductions and Employer Contributions Entering Summary Form Information 8 7 The amount subject to FSS is calculated and the rate is applied based on the formula described in the RL 1 guide Contribution to CNT Enter the remuneration subject to contribution to the financing of the Commission des normes du travail CNT as calculated on form LE 39 0 2 V in the box labelled Remuneration subject to contribution Contribution to FNF Enter the value of the eligible training expenditures in the box so that the contribution to the Fonds national de formation de la main d oeuvre can be calculated Note that if the total payroll sum of boxes A and Q is less than two hundred fifty thousand dollars no contribution to FNF is required Page 3 Other Information Identification No Date of statement 31 Dec 00 Previous name No AL 1 slips on paper No RL 1 slips on mag media Data on magnetic media J Transmitter number Telephone 555 1 23 4567 Date Printed Other Information Enter the other requested information required for the RL 1 Summary form Date printed If the Relev 1 Summary was previously printed the date printed on the summary will be recorded here Otherwise this box will be blank RL 3 Summary Amount for which Relev 3s not filed You should manually total all amounts from RL 3 slips that were not submitted because
107. ter the number of RL 3 slips which are being submitted in this manner Filer payer or nominee Enter the filer ID number filer branch number if applicable and the name and telephone number of a resource person The name and address of the filer will be taken from the company information Identification tab Transmitter Enter the ID number transmitter number name and address of the transmitter company and the name and phone number of a resource person Certification When you create a new company the title and phone number for the certification section are copied from the New Company Defaults tab of the Setup menu You may edit them on the RL 3 Summary form if required Recalculate Recalculates the calculated values returning overridden values to the calculated value Entering Summary Form Information More Info Contains the company category and the printing dates 8 9 8 10 T4 TimeSaver User Manual NR4 Summary NR4 Summary Information Year ending Dec 31 Estates trusts fiscal year end 2000 NRa4 Slip Totals Total number of NA slips Box 88 1 Reported tax witheld Box 22 Reported gross income Box 18 2 530 46 Unreported tax withheld Box 28 Unreported gross income Box 26 Total tax withheld 22 28 Box 32 Total gross income 18 26 Box 30 2 530 46 Minus remittances Box 82 Balance due Overpayment Non resident account no 1234567890 Tl Filing as disbursing agent
108. th the underlined letter When the menu is open you can select from the list of topics by simply typing the underlined letter without the Alt key Many of the menu items have short cut key strokes which can be used instead of opening up the menu and selecting the function These are listed below EE Accesses on line help Ctrl P Opens print window with current employee selected where applicable Ctrl A Adds a slip to the current company Ctrl D Deletes the current slip from the current company data Ctrl S Allows you to select from the list of employees for the current company Ctrl PgUp Moves to the first slip for the current company POU c ccicud 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 FQ eeeeeeeee Switches between a T4 or T5 and its corresponding RL 1 or RL 3 Ctrl G Switches between a slip and its corresponding Summary Ctrl J Adjusts the current employee s T4 or RL 1 slip Special Keys for Data Entry During data entry the following keys may prove useful Tab or Enter Moves to the next data entry field 2 4 T4 TimeSaver User Manual Shift Tab Moves to the previous data entry field ESC aenea Exits the current screen Home Moves to the beginning of a data entry field
109. the amount was less than 50 and enter the total value in the box labelled Amount for which Relev s 3s not filed Total amount of income of unknown users 8 8 T4 TimeSaver User Manual You will need to calculate this value yourself by totaling the combined income from all RL 3 slips that have Unknown for the recipient s name and address RL 3 Slip Totals Page 1 4 Actual amount of dividends _ 61 000 00 Capital gains dividends 000 000c eee 1 600 00 3 a 123 00 J Accrued income Annuities 0 0 00 0 825788 Total Boxes A D E H andJ 65 723 00 Amount for which Releve 3s not filed Total investment INCOME 0 c cccceeeeeeeee 65 723 00 Total amount of income of unknown users Quebec income tax withholding 15 0 00 B Taxable amount of dividends C Dividend tax credit D Interest from Canadian sources E Other income from Cdn sources F Gross foreign income G Foreign income tax ccee H Royalties from Canadian sources Page 2 Contains the rest of the information required for the RL 3 Summary RL 3 Summary Information Enter the correct year for which the data applies The Code field refers to whether the Summary is an original 0 additional 1 or amended 2 Summary Enter the appropriate code If you are submitting RL 3 data on magnetic media check the box and en
110. the first name The name can be formatted easily by pressing the F5 key The T4 TimeSaver program will change the surname to block letters make sure that the first letter of the first name is capitalized e g SMITH John and insert a comma if none is entered S I N Validation The T4 TimeSaver will check the validity of the S I N entered and display a warning if it is invalid You can however ignore the warning and continue to enter other information The formula used to test the value of the S I N is found in the CCRA Publication Formulae for Federal and Provincial Deductions for Computer Users Footnotes Text footnotes may be entered in the fields provided These will be printed on paper copies of the T4A Footnotes for use with Magnetic Media submissions may be accessed by clicking on the Mag Media command button in the top right corner of the screen Type the word amended in upper lower or mixed case in the footnote section to indicate that the T4A is an amended T4A This will cause the word AMENDED to be printed across the top of the slip as required by CCRA It will also cause the slip to be included if you choose Amended only when printing T4A slips or the T4A Summary Gov t Use Click this button to indicate that you are a government filer and to access the extra fields required by government agencies filing T4As Click this button again to remove the Government Use Only boxes from the T4A form Go to RL
111. ts that will include only the companies that are completed or conversely only the companies that are not completed See Using Filters in Chapter 9 Recalculate Recalculates the calculated values returning overridden values to the calculated value Page 2 Contains the rest of the information required for the T4 Summary T4 Summary Information Page 2 SIN of proprietor owner Youth Hires El Premium Relief 123 456 782 T Federal Youth Hires program part of an associated group of employers box 98 i 2000 insurable earnings ao Minus 1998 base amount o0 P00 k 24 x14 Premium relief Person to contact about this return Certification First namefwWILLIAM SARAH SMITH SumamelGREEN CA Name and surname in capital letters ACCOUNTANT 555 123 4567 Ext Phone 6551234567 Position or office Date Printed Youth Hires El Premium Relief This will be automatically calculated based on the employees that are labelled as participating in the Youth Hires program The 1998 base amount is calculated from previous years data if available You can override this value by pressing the F4 key as with any calculated field NOTE THERE IS NO NEED TO REPORT THE El PREMIUM RELIEF TO CCRA THIS CALCULATION IS FOR YOUR OWN INTEREST ONLY THE PREMIUM RELIEF CALCULATION CAN BE PRINTED BY PRESSING THE PRINT YOUTH HIRES CALCULATION Entering Summary Form Information 8 3 BUTTON ON THE PRINT T4 S
112. two methods of adjusting the T4s and RL 1s The first is to use the Adjust this T4 R1 icon to adjust only the current employee The adjustments will be made based on the adjustment options selected for the current company These adjustments will not be reflected in the corresponding T4 summary unless all of the slips are adjusted The second method is to adjust all of the employees for the company at once To do this select Adjust unadjust company s T4s R1s from the Company menu You can skip any individual slips that you may not want to adjust by checking the Do not adjust CPP QPP and or El box es The adjustments will be made based on the same adjustment options selected for the current company In this case the adjustments are reflected in the corresponding T4 Summary An adjustment report can be produced by checking the Print adjustment report option on the Adjust all T4s R1s window before clicking the Do adjustments button Or you can select the Adjustment report from the T4 or RL 1 submenus of the Reports menu In either case an Adjustment Report window will open See Printing Adjustment Reports in chapter 9 for further details Reversing Adjustments All adjustment can be reversed by clicking the Undo Adjustments button on the Adjust all T4s R1s window Setting Adjustment Options The adjustment options for each company are stored with the company profile Select Edit company information from the Company menu and then click the T4 Adju
113. u wish to enter by selecting it from the Forms menu The following are some of the functions you can use Adding Slips This function is used to add a new slip of the same type as you are currently entering to the active company Access this function by selecting Add Slip from the Edit menu clicking on the Add Slip icon in the icon toolbar or by pressing Ctrl A A blank slip will appear in which you may enter the information for an individual slip After entering data in a box you may press either the Enter or Tab key and the cursor will move to the next box The cursor only stops at the boxes that have been checked off on the corresponding Data Entry tab of the Setup menu Note there are Data Entry tabs for the most commonly used form types T4 T4A T5 RL 1 and RL 3 You will be warned if the data you have entered is invalid Deleting Slips Select Delete Slip from the Edit menu or click on the Delete Slip icon in the icon toolbar or press Ctrl D This function will delete the slip currently displayed on the screen You will be asked to confirm the deletion If you delete the only slip the slip window will be closed Remove Inactive Slips Select Remove Inactive Slips from the Company menu to delete only those slips that have all dollar values equal to zero These would be employees that were imported or converted from a previous year but were not employed in the current year You can determine whether inacti
114. ur sample spread sheet would look something like this H sample t4 import xls z ICOMPANY NAME1 ADDRESS ADDRESS2 CITY PROV POSTAL COMPANY My Company 100 Industrial Road Unit 12 Toronto ON M N 8V7 IT4 NAME ADDRESS ADDRESS2 CITY PROV POSTAL INCOh T4 EMPLOYEE Ann 1 Apple Ave Willowdale ON M2J1Z22 2982 T4 EMPLOYEE Bill 2 Burton Blvd Apt 5A Etobicoke ON MAX2I9 2715E T4 EMPLOYEE Carl 3 Carling Cresc Thornhill ON LaJ5J1 2845 T4 EMPLOYEE Don 4 Davis Drive Mississauga ON L4W2W2 3005S T4 EMPLOYEE Eve 5 Empress Ave Suite 728 Toronto ON MBS 3B6 3005 T4 EMPLOYEE Fred 6 Fraser Road Kitchener ON N2P2A5 2982 T4 EMPLOYEE Gilbert 7 Garson St Kitchener ON N2M 1X1 25432 T4 EMPLOYEE Hannah 6 Hastings Park Apt 1423 Mississauga ON L5L257 27 15 9 Save the spreadsheet as a tab delimited text file The columns must be separated by tabs Add a TXT extension to the filename The TXT extension is not required however if you use the extension T4 TimeSaver locates the file more quickly 10 Start T4 TimeSaver From the Tools menu choose Import from Text File and enter the name and path of the file you just created Click OK What happens T4 TimeSaver adds the data to the database you currently have open and updates summaries as needed For example if you have imported a list of T4 slips T4 TimeSaver updates the T4 summary with the totals of the slips Calculator Select Calculator from the Tools menu to open a window
115. utomatic Calculations The Taxable Amount of Dividends and the Federal Dividend Tax Credit are calculated and displayed automatically by the system as follows Taxable Amount of Dividends Actual Dividends 1 25 Federal Dividend Tax Credit Actual Dividends 1 6 This calculation does not apply for any corporate recipients or any recipient that is a charitable organization Relev 3 Required If a Relev 3 will be printed for the current recipient check the Relev 3 Required box You can then use the Go to RL 3 button in the top right corner of the form to view and edit the Relev 3 slip Note that Revenu du Qu bec has specified that where the recipient is a corporation i e the recipient type code is 3 the dividend income should be entered on the RL 3 as Other income from Canadian sources box E and not as Actual amount of dividend box A This will prevent the calculation of the Federal Dividend Tax Credit for corporations When adding a new T5 slip with recipient type code of 3 any amount entered in box 10 will be added to income entered in box 14 and will be carried over to box E of the corresponding RL 3 slip Relev 3 Input Window Recipient Name The recipient name should be entered with the surname first followed by a comma and then the first name The name can be formatted easily by pressing the F5 key The T4 TimeSaver program will change the surname to block letters make sure that the first letter of the fi
116. ve slips exist by creating a Company Summary Report The report will list the number of active and inactive slips of each type for the company Select the type of slip to remove by typing T4 T4A T5 T4A NR NR4 T4F T4PS T5013 T5018 or simply type ALL to remove all types of inactive slips for this company Note Inactive RL 1 slips will be removed with corresponding inactive T4s and inactive RL 3 slips will be removed with T5s Finding Slips 6 2 T4 TimeSaver User Manual Choose Select slip from list from the Edit menu to display a list of all the employees for the current company Clicking on the Find Slip icon in the icon toolbar or pressing Ctrl S performs the same function Select from the list by either double clicking on the desired employee or by highlighting the name and then clicking on Select or pressing the enter key The slip for the employee selected will appear on the screen Sorting Slips Select Sort slips by name from the Edit menu or click on the Sort slips icon in the icon toolbar This function will change the order of the slips from the order in which they were entered to alphabetical order by employee name The slip currently being displayed will remain on the screen If there is a check mark beside the Sort slips by name menu item then the slips are already in alphabetical order Selecting this function again will switch back to the order of entry Enteri
117. y one set of diskettes A set is one or more diskettes created during a single session of magnetic media processing It contains only one type of return but may contain returns for multiple companies If you have procecessed data more than once i e you have more than one set of diskettes to submit each batch must be submitted with its associated paper work in a separate envelope Multiple envelopes may be taped together for simplified mailing 2 You may file only original returns on magnetic media Prepare corrections in accordance with the instructions below Amended slips will automatically be skipped by the system 3 If you are submitting returns partially on magnetic media and partially on paper forms you must complete a separate summary for the portion 10 2 T4 TimeSaver User Manual on paper Both the magnetic media and paper portions of the return should be submitted to the Magnetic Media Processing Unit 4 As noted earlier filing on magnetic media eliminates the need to file paper copies of the summaries and slips with CCRA Do not send CCRA paper copies of any returns that have been filed on diskette Shipping Instructions A complete magnetic media submission including the diskette s and two copies of the Magnetic Media Transmittal form should be labelled MAGNETIC MEDIA FILER in clear bold print and sent by courier or mail to the Magnetic Media Processing Unit You may include a number of submissions in a single sh
118. yees for the current company Choose which employees you wish to print slips for using the select unselect select all and unselect all buttons When all the required employees have been added to the selected list click on close Copy amp Printer Selection Choose which copies of the slips you wish to print by checking one or more of the boxes The options will change depending on the Type of Form you have selected See the Filing Requirements in Appendix G for details regarding the printing and distribution of the various copies of the slips 9 2 T4 TimeSaver User Manual Each copy selection has a separate printer selection Accept the printer named in the combo box or select another valid printer from the list Paper Source Indicate manual feed or one of the paper tray options listed for the selected printer Font Make sure the Use selected fonts option is checked Select the desired font from the list You can select a different font for each copy of the report Note By selecting a different font you may affect the font size and placement of the printing It is advisable to print a test form to determine whether alignment has been affected by the change in font Type of Forms Select one of the listed options Plain paper facsimiles to print a facsimile copy of the slip on a laser or ink jet printer Pre printed laser forms to print onto preprinted laser forms or Continuous dot matrix forms to print onto continuou
119. you want the cursor to stop and remove the check mark from beside any box where you do not require the cursor to stop in the Data Entry tabs for each type of slips When you are finished click on the OK button to save your selection The following is a sample of a T4 Data Entry tab When entering T4 slips the cursor will automatically move to the boxes with a check Employee name Youth Hires Program P Other information 1 Address line 1 14 Employment income I Other information 2 Address line 2 16 CPP contribution P Other information 3 City 17 QPP contribution J Other information 4 Province 18 El premium I Other information 5 Postal code 20 Pension plan Other information 6 Country 22 Income tax deducted IV 44 Union dues I 10 Prov of employment 24 El insurable earnings I 46 Charitable donations IV 12 S N 26 CPP QPP earnings T 50 Pension plan DPSP number J 29 Employment code 28 CPP exempt J 52 Pension adjustment I CPP pensionable weeks 28 El exempt J Other deductions from net pay J Amended V Employee number During data entry pressing the Tab key or the Enter key will move you from one checked box to the next Pressing Shift Tab will move you back to the previous checked box Use the space bar to check and uncheck boxes If ona particular form you need to edit a box that would normally be skipped you can use your mouse to place the cursor within the field and then type in the data A204 Time Saver User Ma

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