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2007 T4 TimeSaver User Manual

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1. Sort Order Displays the current sort order Use the drop down box to select from the list of sort orders Slip number m Displays the current and total number of slips Split Screen Options You may view multiple forms at the same time by making use of the split screen option Begin by opening the forms you wish to view You may open as many as you desire Each form will have a tab along the top 3 54 Summary T4 Summary Summary of Remuneration Paid For year ending December 31 Total number of T4 sips e 85 tree ERE Registered pension plan RPP contributions 20 Pension adjustment 521 Switch between forms by clicking on the tab of the desired form view two forms concurrently click on the tab one form and drag the form towards the centre of the the T4 TimeSaver NET window The following image will appear Continue dragging the form to the part of the image that indicates the desired location of the form top bottom left right The screen will be split in the indicated direction The following shows the results of dragging the T4 form to the left side of the screen Fie Edt View Company Forms Reports Setup Windows Heb Accounting MK zr 2 5 8 oatatnryseqene 20f5 T4 Statement of Remuneration Paid Sunane Fane rt Em Address Province macer Entered Adjusted NND m
2. folders 4 Printthis 1 23 2008 EZ Separate PDFs for each company Prompt for output folder Note that the T4 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 options listed All to print the summary for all companies in the current database Current to print the summary for only the current company Selected to print the summary for the companies you select or Most recent to print the summary for only the company ies for which you most recently created any report The companies that match the selection you have made will be listed in the box to the right If you chose Selected click on the box beside each company you wish to select to put a check mark in the box and to have the company name appear on the list to the right Slips Included in Totals Select one of the options listed All types to include all slips in the totals Original only to include only the original slips in the totals Amended only to include only the amended slips in the totals or Cancelled only to include only the cancelled slips in the totals Options Group output by Choose to group the slips by copy number or by company Print nil summaries also Check this option to print inactive nil forms These are summaries that have all dollar values set to zero
3. 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 Mississipi MO Missouri MT Montana NE Nebraska NH New Hampshire NJ New Jersey NM New Mexico NY New York NV Nevada NC North Carolina ND North Dakota OH Ohio OK Oklahoma OR Oregon PA Pennsylvania RI Rhode Island SC South Carolina SD South Dakota TN Tennessee 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 45 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 C
4. PPIP income tax pension plan contributions charitable donations and union dues These settings determine how net pay is displayed on T4 slips Net Pay Dont display net pay Calculate net pay as employment income less Standard deductions Standard deductions taxable benefits Standard deductions are CPP QPP PPIP income tax pension plan contributions charitable donations and union dues 18 Selecting a Company To switch to another company choose Select Company from the Company menu A list of all the companies stored in the current database will appear Highlight the desired company and press Select or double click on the company name Click on the thumbtack to keep the company list open for ease of switching between companies ug Companies XYZ Advertising You can perform the same function by simply clicking on the current company name visible at the top of the form A drop down list of the companies in the database will appear Simply click on the company of choice File Edit View Company Forms Reports XYZ Advertising a F ABC Accountin Signs R Us The Sleep Inn 5 XYZ Advertisin Editing Company Information You can edit the company information by selecting Edit Company Information from the Company menu You can add any missing information or change any information entered previously in any or all of the three sections See the section on Creating a Company for details on th
5. R Name Date modif Type Size SourceData TO7N Recent Places Desktop Computer lt Network Fie name Save as type T4 Time Saver TO7N 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 NET is being used the database is normally stored on a network drive so that it can be accessed by other users Next you will need to give the database a name Enter a valid Windows filename If you enter the extension it must be TO7N If no extension is entered the extension will default to T07N 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 NET 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 unless you cancel the procedure Opening a Database To work with an existing database you must open it Choose Open Database from the File menu Browse to the path and folder that contains the required database Select or type the name of the document you want to open in the File name field You can open databases with the following filename extensions 06 2006 original T4 TimeSaver database T07 2007 original T4 Time
6. TAA SUMMAT e ere ee Eb e eeiam S q tuere dee b Ape ea Grec Glee 29 Ve ea ue PAR ANN ER Te Cove ety heh 30 Chapter 9 Producimg nosa e t aaa Rr Saqipuna sets 31 Validatine Data ror lasa ku aka eau bus Supaya 31 avium 32 Printing Summary ReportfSa oe eee Perret ei e r hus ee eee Pe D va os tad EIE U 34 Printing Adj stm nt Rep rtsu sauna naa in a shiniin ana a aus 36 Printing Edit List Reports oer eee ene e a ere e E dne aq unes 36 Printing Company List Lo ere ERE eee Dees de Sa RS ode 38 Chapter 10 Electronic Piling 5 earn raa anra ce 39 Instructions for Federal Returns cc enai i n aani a i aka ETEA E a A O E aaa E R 39 Electronic Filing Preparation aa EH ERR a a ae aa 39 DOE DVD FUE ev Soe aM e du 41 Diskette RIN ooer E S 41 Internet Filing to CRAT a REN erp 41 Chapter 11 Apperldices 4 L AR ER E ak EXER T E eo e E R URN 43 Data BaekOpuy a a RE 43 Technical INOUE su ay nya apa as aan ts sy eua decies ie s dita Quemar aaa urayana uds 44 Provi i e Sat Codes haat Mules unaq AE a edi 45 Coun
7. CLERK1 CLERK2 Delete user account o Selected user account Single Rates and Constants This feature is available in the Basic Version and in the Plus version to the administrator logged in with the user name ADMIN T4 TimeSaver NET comes set with the rates and constants set by legislation for the current year The administrator can change the rates and constants if required Click the Defaults button to return the values to the 2007 legislated values The following rates and constants are in effect for all users of T4 TimeSaver NET Canada Pension Plan Taxable Dividends MS T5taxable amount Noneligble 125 CPP maximum pensionable eamings 143 700 00 is T5 tax credit Non eligbble 0 133333 CPP basic exemption 3 500 00 js T5 taxable amount Bgble 145 CPP maximum employee contrbution 1 98990 TStax credt Bigble 0 189655 Employment Insurance Elmadmuminauabie comings J Gea j Detaas E maximum employee premium 720 00 s Elpemumr e 18 14 File Locations This function displays a list of the folders used to store the files used by T4 TimeSaver The administrator of the Plus version logged in as ADMIN has the ability to allow users to set their own default data PDF reports and or XML filing folders or require them to be located in a predetermined location Removing the check mark in front of one of these options will cause that type of file location to be set only by the adminis
8. For year ending December 31 Total number of sips gt Pension or superannuation 9 a m 98 8 a o Pere dct 99 RPP contributions past service 2 w Pension o RESP accumulated income payments 4 o 2 RESP educational assistance paymerts42 000 Total income tax deducted z 9 Wu irc e wewe Om 4 009 Binsas a ss n 3 2 3 s 3 TT s ES mm 22 Remittances Enter the amount of money already remitted to CRA Amount Enclosed Enter the amount to be enclosed with the T4A Summary form Recalculate Pressing this button recalculates the summary totals returning overridden values to the calculated value Person to contact about this return The default contact name and phone number entered on the New Company Defaults page of the User Settings submenu of 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 page of the User Settings submenu of 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 30 T5 S
9. Royalbes from Canadian sources oo Accrued income Annubes 19 0 00 Amourt eligible for resource allowance deduction 9 000 Foreign curency 27 Tes 2 Reclertaccont 23 Recipient Name If the recipient is an individual or joint account the name s should be entered with the surname in the first field first name in the second field and middle initial in the third field If the recipient is not a person the entity name should be entered in the section marked Corporation Trust or Association Recipient ID Number Validation If the recipient is an individual enter the recipient s Social Insurance Number 5 1 For interest credited to a joint account enter the S I N of only one of the individuals If the recipient is not an individual enter the recipient s business number if available The T4 TimeSaver will check the validity of the S I N or Business Number entered and display a warning if it is invalid You can however ignore the warning and continue to enter other information The formula used to test the value of the S I N or business number is found in the CRA Publication Formulae for Federal and Provincial Deductions for Computer Users Report Code This code helps CRA determine if this is the original T5 slip issued to the recipient or if it amends the original Enter O if this is the original slip A if this is an amended slip this slip changes the financial or identification information of a slip previously sub
10. adjusting CPP and EI discrepancies for individual companies When you add a new company T4 TimeSaver NET will automatically insert the default values that you entered on the T4 Adjustment Defaults page in the Setup menu You may make any changes required for this particular company by simply typing in the correct information For further information see Adjusting T4s CPP QPP Adjustment Options Transfer Over remittance J Adjust over maxiumum under required minimum Adjust based on number of pensionable weeks Transfer overcemittance to employee wth the following S N _ Maximum number of pensionable weeks 52 Increase gross pay of above employee by amount of overcemittance Other Adjustment Options El Adjustment Options Adjust CPP EL QPIP differences greater than 1 00 V Adjust El premiums annual maximum n Adjust CPP EUQPIP to calculated amounts even there is insufficient tax to offset the adjustment 7 Adjust El premiums based on insurable eamings Adjust insurable eamings based on El premiums Maximum amount by which tax be reduced Net Pay Use this screen to indicate how Net Pay should be displayed for the current company Check the checkbox if you do not wish the net pay to display at all If you do wish to display the net pay decide between whether or not to include taxable benefits in the net pay calculation Net pay will always include the standard deductions of CPP or QPP El
11. are 9am to 5pm ET Technical Support Hot Line 1 800 268 3211 Local to Toronto 416 495 1624 Fax Number 416 495 0044 Email support t4timesaver ca Product Website www t4timesaver ca Corporate Website www elmcomputers com To submit an error log to our technical support team via FTP select Send Error Log to Technical Support from the Help menu Technical support is available in the French language at our Montreal office Support from our Toronto office is available only in English French Language Technical Support Telephone number 514 499 9669 Receiving Updates You will receive notification by email when there is a significant update to T4 TimeSaver NET These updates will be sent by Canada Post to any customer that purchased the update mailing Otherwise the updates will be available to download from our website The Downloads section of the T4TimeSaver ca website will give details about all updates in the Current Year Release section 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 NET Many of the features now available in the system are the result of comments made by people like you who have used the program for years If there is a feature which you would like to see in T4 TimeSaver NET please call or send us a note and let us know We cannot promise that all suggestions will be i
12. at other offices i e 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 package contains an accurate reproduction of the program and the copy of the User Manual is accurately reproduced The program itself is excluded from our warranty To obtain replacement of these materials you must i return the inaccurate package or copy of the User Manual to us within the warranty period or ii first notify us in writing within the warranty period that you have found an inaccuracy and then return the materials to us This limited warranty only covers the original user of the software package and we make no other warranties expressed or implied ANY AND ALL WARRANTIES RELATING HERETO ARE LIMITED IN DURATION TO THIS NINETY DAY WARRANTY PERIOD REPLACEMENT OF THE DISK CONTAINING THE PROGRAM OR USER MANUAL IS YOUR EXCLUSIVE REMEDY AND SOLE MEASURE OF RECOVERABLE DAMAGES Disclaimer The Package The program and the User Manual is licensed as is without warranty of any kind either express or implied including but not limited to the implied warranties of merchantability and fitness for a particular purpose without limitation all warranties against infringement or the like respecting the package are hereby disclaimed by us We do not warrant that any functions contained in this package wi
13. in XML format to the CRA website T4 TimeSaver will save all XML files in the following format COMPANY_NAME_XXX XML where is the name of the company for which the file has been created with all space characters replace by an underscore character XXX is a sequential number applied by T4 TimeSaver to ensure that older files not overwritten and XML is the default file type designator required by CRA If the submission is for multiple companies COMPANY_NAME will be replaced my MULTIPLE_COMPANIES T4 TimeSaver Plus is able to submit returns for multiple companies over the internet in a single file which can be no larger than 5Mb in size 3 500 returns You must use your own Business Number and Web Access Code to access the CRA website as you are acting as an agent for multiple companies T4 TimeSaver Basic is limited to submitting returns for single companies over the internet As above the file can be no larger than 5Mb in size 43 Chapter 11 Appendices Data Backup Routine backup procedures are essential to protect against data loss or corruption in any computerized system 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 Data Files Copy the t07N database s to a CD DVD separate hard drive or other data storage device using Windows Explorer or other file copying soft
14. in the drive indicated See the section on Diskette Filing for details on submission Note with T4 TimeSaver Basic you may only select the internet as a destination for electronic filing With T4 TimeSaver Plus you may electronically file by diskette CD DVD or the internet Slip Status Each submission to the CRA must contain either original returns or amended cancelled returns Select Original to include all original returns of the type s selected from the selected company ies in your submission Select Amended and or Cancelled to include all amended or cancelled returns of the type s selected from the selected company ies your submission Validation Options Select whether you wish to see detailed error messages supplied by the XML schema Transmitter Setup Pressing this button will allow you access to the information stored on the Electronic Filing page of the User Settings submenu of the Setup menu You can add missing information or edit existing data Clicking on the OK button will return you to the electronic filing dialog box Process Pressing this command button will begin the processing of the electronic filing A validation report will be generated and displayed You may print the validation report for your convenience Critical Errors must be corrected before you can submit an electronic filing submission Validation warnings should be corrected but can be ignored by pressing the Next button to continue processing
15. the employer s portion of CPP QPP EI QPIP and the increase in the employee s contribution which was not offset by tax The employer will have to make up the difference when filing the Summary It would then be up to the employer to collect the under contributed employee s portion from the employee Enter the maximum amount by which tax may be reduced If item the above option was selected you may enter the maximum amount by which tax may be 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 28 Chapter 8 Entering Summary Form Information T4 Summary T4 Summary Summary of Remuneration Paid Show Sps Recalculate o For year ending December 31 Total number of 4 sipsfled 88 Employment income 14 16700000 TA Ec dt tpe cely Registered pension plan RPP contributions 2 1800000 Adjusted 2 Unadjusted slips 1 Pension adustment 52 00 Employees CPP contributions 16 596970 Employer s CPP contributions 2 596970 Employees El premiums 18 216000 Employer s El premiums 19 302400 Income tax deducted 2 37 000 00 Total deductions reported 16 27 18 19 22 80 54112340 Minus remittances 82 0 00 Dfference 54 123 40 Ovepaymet 84 0 00 Balance due 86 5412340 Amount enclosed 0 00 S N of proprietor owner 74 75 Person to contact about this retum Cer
16. using your Windows Control Panel Preview Print Creates the slips in PDF format and displays them in Adobe Reader or Adobe Acrobat The PDF files will be automatically saved according to the PDF File options selected Press the Print button from within the Adobe preview program to send the slips to the printer Refresh Data Use this button to incorporate any additions deletions or changes made to the company list or changes made to individual slips since the Print window was opened Go to Output Folder Pressing this button will open the folder that your PDF files will be stored in 34 Printing Summary Reports To print the Summary Form to be sent with the slips to CRA select the appropriate type of summary from the list in the Reports menu and then choose the report from the list of available reports A dialog box will open which will allow you to select which Summary forms you wish to print and the number of copies you wish to print Print T4 Summaries Companies CN C Current Crystal Accounting First Cup Coffee M amp M Manufacturing Most recent Signs R Us The Sleep inn Gear Whatever XYZ Advertising 1 selected Slips Included Totals 6 Altypes C Qagnal only C Amended only Cancelled only Copies Options PDF File Options _ Goto Folder F Copy Group output by save POF ties Iv Copy2 Print nd summaries also I Save in
17. 2007 T4 TimeSaver User Manual 9 TIMESAVER Copyright 1987 2008 ELM Computer Systems Inc All rights reserved ii Table of Contents Chapter s ss iore Ret rb ctr DR E ARE ann a yaa gu rede Teni 1 Abo t l ATimeSaver NET ote ehe ere a del a e dere asua q as 1 T chnical Support 3 5 oj ay aves ae Bend lacs ak See wees BN ae OA dee ete dag 1 Receivins ested Hata dhs Sm na Fes Ue DUE 1 Requesting System 2 Hardware Requirements u haha a entre prede a a yon qe er Re e 2 Agreement e rhe rete RE eh Teatros duane ua aa 2 Warranty InformatiOn us err erre e akui upaya asa ente 3 Chapter 2 Getting Started ete e et Ern to uma n u nay 4 Tips E 4 St rting h eoProsramu ya C aka rede ent ehe re SNS Mes uka sa 5 Registration cope ee nasa DP E 5 User Names and PaSSWordsus a ete S u datas peda PACA TERI iege eee Ede ARE e Ee 5 ls vas nas bab Bead aa aoaaa a pesa 6 Use ot Special Keys zoop seeiis SS ua a ERR SP ty akaw saa 6 dsl ee 6 Split Scre
18. Address i a Cty Province Status of sip P Original w Ertered Adjusted S8 Pension plan contributions 20 000 CPP QPP eamings 2 59 Exempt 2 El Do not adust E 7594 RPP orDPSPregstratonno S0 1 Pension adustment s o PPIP insurable eamings s 009 Other information ext amp x2 00 ow ow exs B s we BL sj Employee Name The employee name should be entered with the surname in the first field first name in the second field and middle initial in the third field Province of Employment T4 TimeSaver will automatically insert into Box 10 the code for the province of employment entered in the General section of the Company Information You may of course override it for a specific employee 5 1 Validation T4 TimeSaver will check the validity of the S I N entered and will change the colour of the S I N box to red if the S I N is invalid You can however ignore the warning and continue to enter other information The formula used to test the value of the S I N is found in the CRA Publication Formulae for Federal and Provincial Deductions for Computer Users CPP Pensionable Weeks If you have selected Adjust based on number of pensionable weeks for the CPP QPP Adjustm
19. Click this button to see the file that will be sent to CRA Print Company List This company list can be used to track which companies have been filed on which submission Keep this for your own records there is no need to send a copy to CRA with your submission Creating the submission CD or DVD Using your own software burn the indicated file onto a CD or DVD Label the CD or DVD with your name and telephone number so that the CRA can contact you if you need to re file your submission Provide complete external labelling showing the transmitter s name and telephone number the transmitter number and your submission file name Filing Courier or mail the CD or DVD to the following address Electronic Media Processing Unit Ottawa Technology Centre Canada Revenue Agency 875 Heron Road Ottawa ON K1A 1A2 Diskette Filing Creating the submission diskette T4 TimeSaver will automatically copy the electronic filing submission to the floppy drive that you indicate Label the diskette with your name and telephone number so that the CRA can contact you if you need to re file your submission Provide complete external labelling showing the transmitter s name and telephone number the transmitter number and your submission file name Filing Courier or mail the diskette to the following address Electronic Media Processing Unit Ottawa Technology Centre Canada Revenue Agency 875 Heron Road Ottawa ON K1A 1A2 Internet Filing to CRA T4 TimeSav
20. Depending on the destination selected for your electronic filing submission you will be given further information See the section below on the specific types of electronic filing submissions for more details In each case you will be given the opportunity to print a Company List which you can keep for your own records as a list of companies included in the electronic filing submission There is no need to submit a transmittal report or company list with the federal returns 41 CD or DVD Filing When the CD or DVD option is selected as the destination for the Electronic Filing submission you will be prompted to enter the Submission Sequence Number This is a number from 1 to 999 that will identify the submissions you send to CRA You should enter 1 if it is your first submission 2 if it s your second etc The number you enter will be included in the filename so CRA will know that it is a unique submission Enter the appropriate number as requested and click the OK button If you enter a duplicate number you will be warned that the filename already exists and given the opportunity to keep the sequence number you have entered and overwrite the existing file if you did not submit the original and are re doing the submission or to change the sequence number if the sequence number was entered incorrectly You will then be given the path and filename of the file to be sent to CRA Make careful note of this information View XML File in Browser
21. IV Ivory Coast CYP Cyprus DNK Denmark DOM Dominican Republic EGY Egypt FIN Finland FRA France DEU Germany Federal Republic of GRC Greece GRD Grenada GUY Guyana HKG Hong Kong ISL Iceland IND India IDN Indonesia IRL Ireland ISR Israel ITA Italy JAM Jamaica JPN Japan KEN Kenya KOR Korea Republic of South LBN Lebanon BLZ Leeward amp Windward Islands amp Belize LBR Liberia 46 LIE Liechtenstein LUX Luxembourg MYS Malaysia MLT Malta MEX Mexico MAR Morocco NLD Netherlands ANT Netherlands Antilles NZL New Zealand NGA Nigeria NOR Norway PAK Pakistan PAN Panama PNG Papua New Guinea PHL Philippines POL Poland PRT Portugal PRI Puerto Rico ROM Romania SAU Saudi Arabia SEN Senegal SYC Seychelles SLE Sierra Leone SGP Singapore ZAF South Africa ESP Spain LKA Sri Lanka SWE Sweden CHE Switzerland TWN Taiwan Republic of China THA Thailand TTO Trinidad and Tobago TUN Tunisia TUR Turkey ARE United Arab Emirates GBR United Kingdom USA United States of America URY Uruguay VEN Venezuela VIR Virgin Islands US YUG Yugoslavia ZMB Zambia OMC All other countries
22. Saver database TO7N 2007 T4 TimeSaver NET database If you attempt to open a database with a T06 or T07 extension you will asked if you wish to convert the selected database into the 2007 T4 TimeSaver NET format If you respond Yes a new database will be created which contains all of the company and employee information that was in the source database The source database will not be affected If no database exists you will need to create one by selecting New database from the File menu 10 NOTE IF YOU ARE UNABLE TO ACCESS MOST ITEMS UNDER THE COMPANY MENU THE MOST LIKELY CAUSE IS THAT NO DATABASE IS OPEN IN T4 TIMESAVER NET You will only be able to create company information if a database is open Convert Database When you open a t06 or t07 database you will be given the option to set all dollar values to zero and to remove any amended markers by checking the initialize fields box Otherwise all dollar values will be maintained and amended slips will still be labeled amended 82 Convert 4 TimeSaver Database Options Initialize fields zero amounts remove amended etc 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 4 TimeSaver NET Repair Database The database repair rou
23. Sua 13 Pile LocationS PK apuqa asnashan kaysa 14 Change Authorization Code 1 14 Change Your Password us tete tet ineo e ER Su RENTE REPERI e an ERE TNR de 14 Edit Setup Piles ives nne eae eate eee eaten t 15 System SOHN GS O u tote te p Hide de aha edet 15 Paths siin ee tH 15 Settings c4 eee ote ees 15 Chapter 5 Company 16 Creating Company s eerie 16 General er ee e us 16 eae EE ha 17 17 Selecting a COMPANy vx 18 Editing Company 18 Deleting a Company sid u u h 18 Unlock all Companies in 18 Add SUAS u s aa vant S D
24. These summaries will not print unless this option is checked Print this date Check this box and enter the desired date to print the date on the summary automatically 35 PDF File Options Save PDF files Printing forms either slips or summaries always creates a PDF file If Save PDF file is selected the PDF file will be saved in the indicated file when the Print window is closed If Save PDF file is not selected the PDF will be deleted when the Print window is closed This is a system wide setting the setting selected will be used by all users and for all reports For T4 TimeSaver Plus only the administrator may change this selection Save in client folders This option is only available when the Group output by option has been set to Company Select this option if you wish to save PDFs in user assigned client folders The folder path is stored in the company record If no folder path has been stored for a company included in the print job or if the folder is not accessible eg it is a network folder and you are not connected to the network you will be prompted for the folder location even if the Prompt for each client folder option is not selected Create separate PDFs for each copy number company Check this box to create a PDF file for each copy or company selected Leave unchecked to create a single PDF file The Create separate PDFs for each company will be selected automatically if Save in Client folders has been selected Pro
25. at A 19 Delete Slips nrbt aeri re no etur 19 Sortie SIPS ss agag trees tone e ee e e m ERE HERR ETE 19 Selecting SHpSu idu estetica ar etapa etr teris ete gt ONERE dece 19 Entering sa a nn iT Nn ee a E e Ene eI epe E p e 19 Overriding Calculated Fields n Re ete ee ee eds 20 ARD n 20 TAA Inp t Wan COW ies ettet P te estie re Ee Heg eee h I haha shua 22 TO Input WindOW ae i RT RM ae 23 Chapters Adjustmg T48 A Re e A m eie 25 Making Adjustments to 4 25 Adjustments tee erc mtr reb et ete Port eec ive Daka en 25 Setting Adjustment Options ere terere tinte eee a aA e ae eae enhn g 25 CPP OPP Adjustment Options eee i Dente erede e deese P ei kee ed 25 Options a Etro atas 26 Transfer Over REMIttANCE soe idest a oan regs rss e sob 26 Other Options ER 27 Chapter 8 Entering Summary Form Information 28 2 RO ue Paese aet en eme dee 28
26. ation from the display 22 T4A Input Window gt General lt Electronic Filing T4A Pension Retirement Annuity and Other Income Status Adding new form Press Escape to cancel 0 Tax year 1 Adress f ii ij X9 mme v Footnote codes B Posee Fh s EL J mace meename Pension or superannuation w 59 Recipient s corporation or partnership name Lum sum payments w oo a Income tax deducted 2 ooj entered these fields wil replace the name on the a 0 Footnotes a gt e nm CY Panas scar APP contrbubcns past service 59 Person shame u Pension plan registration nuber 9 RESP accumulated income paymerts 40 oo RESP educational assistance payments 42 000 Crt tor sC Recipient Name The recipient name should be entered with the surname in the first field first name in the second field and middle initial in the third field S LN Validation T4 TimeSaver will check the validity of the S I N entered and will change the colour of the S I N field to red if the S I N is invalid You can however ignore the warning and continue to enter other information The formula used to test the value of the S I N is found in the CRA Publication Formulae for Federal and Provincial Deductions for Computer Users Status of Slip Select O for orig
27. be distributed to the employees or recipients and CRA Note that the unadjusted values will print on each of the T4 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 options listed All to print the slips for all companies in the current database Current to print the slips for only the current company Selected to print the slips for the companies you select or Most recent to print the slips for the company ies for which you most recently created any report The companies that match the selection you have made will be listed in the box to the right If you chose Selected click on the box beside each company you wish to select to put a check mark in the box and to have the company name appear on the list to the right Companies Curert Selected XYZ Advertising Slips Select one of the six options listed Note the last two options are only available when only one company is selected All to print all the slips for the selected companies Originals only to print only the slips that have not been amended for the selected companies Amended only to print only the amended slips for the selected companies Cancelled only to print only the cancelled slips for the selected companies Selected to print only the selected slips for the selected company or Most recent to print the s
28. d for each new company you setup CPP QPP Adjustment Options A Adjust CPP QPP if over maximum under minimum If this option is selected CPP QPP will be adjusted to fall within the range Upper Limit the lesser of the CPP QPP pensionable earnings x 4 95 and 1 989 90 Lower Limit the lesser of the CPP QPP pensionable earnings 3500 x 4 9596 and 1 989 90 If the CPP QPP deducted is greater than the Upper Limit it will be adjusted down to the Upper Limit If the CPP QPP deducted is less than the Lower Limit it will be adjusted up to the Lower Limit If the CPP QPP deducted falls within the range of the Upper and Lower Limits no adjustments will be made to CPP QPP This option ignores any potential reduction resulting from the annual CPP QPP basic exemption which must be prorated based on pensionable weeks as outlined below This option is designed for situations where it is not desirable to enter the number of pensionable weeks on each T4 slip 26 B Adjust CPP QPP based on number of pensionable weeks If this option is selected CPP QPP will be calculated as CPP QPP pensionable earnings prorated deduction x 4 9596 Where the prorated deduction is calculated as number of pensionable weeks maximum number of pensionable weeks x 3500 NOTE THAT ONLY ONE OF A OR B MAY BE SELECTED C Maximum number of pensionable weeks This number is the number of weeks in the employer s fiscal year and is used in the ab
29. d on either a local or network hard disk Data files can also be stored on many USB flash drives provided sufficient space is available To install T4 TimeSaver NET from the CD follow these steps 1 Copy the original CD media and store the original in a safe place 2 Close all open applications to avoid possible conflicts with open programs 3 Insert the copy of the installation CD in an appropriate drive 4 Click on the Windows Start button For Windows XP select Run from the menu displayed or for Windows Vista type Run in the Search box Type d t4setup replace d with the drive letter in which the install CD is located Click OK to continue To install 4 TimeSaver from the internet follow these steps 1 Download the installation package from our website http www t4timesaver ca contents t4 timesaver downloads html 2 Close all open applications to avoid possible conflicts with open programs 3 Click on the Windows Start button For Windows XP select Run from the menu displayed or for Windows Vista type Run in the Search box Type location t4setup replace location with the name of the folder to which you downloaded the installation package Click OK to continue When the setup program begins follow the directions on your screen T4 TimeSaver Net 2007 E Jo X Select Install Type GZ Cen Bx 4 TeneSaver NET wil be installed for use on your computer However if you select Netwo
30. d will be used by all users and for all reports For T4 TimeSaver Plus only the administrator may change this selection Save in client folders This option is only available when the Group output by option has been set to Company Select this option if you wish to save PDFs in user assigned client folders The folder path is stored in the company record If no folder path has been stored for a company included in the print job or if the folder is not accessible eg it is a network folder and you are not connected to the network you will be prompted for the folder location even if the Prompt for each client folder option is not selected Create separate PDFs for each copy number company Check this box to create a PDF file for each copy or company selected Leave unchecked to create a single PDF file The Create separate PDFs for each company will be selected automatically if Save in Client folders has been selected Prompt for output folder Check this box to have the program prompt you for the location of the PDF files to be saved If you are printing slips for a single company the folder you choose will be saved and the next time you print the slips for the same company you will be prompted with the same location You will be prompted for the output folder regardless of whether a folder has been assigned on the company record Quick Print Prints the selected slips to the default printer without previewing the PDF The default printer is set
31. e corresponding Amounts directly beside Press F2 or double click the box field to display a list of available codes See your Tax Guide for a list and description of appropriate type codes Status of Slip Select O for original A for amended or C for cancelled This will cause the slip to be labelled appropriately as required by CRA It will also cause the slip to be included or excluded appropriately whenever the Amended only or Originals only options are chosen Net Pay Calculation The employee s net pay is calculated and displayed on the screen as you enter data into each box of the T4 and may prove useful as an audit check It will be calculated in one of the two following ways Gross Pay Standard Deductions Other Deductions or Gross Pay Standard Deductions Taxable Benefits Other Deductions The Gross Pay is the amount entered in Box 14 The Standard Deductions include the values entered in Boxes 16 17 18 20 22 44 46 and 55 Note that the Standard Deduction includes both provincial Qu bec and federal taxes Taxable Benefits is the sum of the Amounts boxes which represent taxable benefits Other deductions if there are any must be entered manually to arrive at the appropriate figure for Net Pay 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 inform
32. e various fields Deleting a Company Delete the current company and all slips and summary forms associated with the company by selecting Delete Company from the Company menu You will be given a warning and asked to confirm the deletion of the company by typing the word DELETE Confirm Delete Do you want to delete the company noted below Note that tax slip information associated with this company wil be permanently erased XYZ Advertising To delete this company enter DELETE in the space below and click Delete Dete Cancel Unlock all Companies in Database Select Unlock all Companies in Database from the Company menu Use this function when an error message is displayed stating that a particular company is locked by a user when that user is not in fact accessing the company This would occur if T4 TimeSaver NET was not exited correctly You will be asked to confirm the unlock 19 Chapter 6 Entering Slips Choose the type of slip you wish to enter by selecting it from the Forms menu The following are some of the functions you can use Add Slips This function is used to add a new slip of the type 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 data entry form will appear in which you may enter the information for an individual slip A
33. en Options ee PEE Oe cutesy mn aqu kai k aaa ahusta sa 7 Getting qa ds s 8 Chapter 3 Working with Databases terree et rye ei e o nego reote ip ete 9 Creatinga Database uu suni etie I o e RS PIRE a pede epe ee nee 9 Opening a Databases eR IRR ee PR PEE E I a Ee 9 Cony ert Database 10 Closing a 10 Repair Databases Gna a GM ERE 10 Chapter 4 de Ae Wee 11 n ana SS 11 New Company 11 TA Adjustment Defaults P ge ettet tte tec e eet 11 Data Entry Pages EG ette le me eco ee bei tee a dees 11 Electronic Filing Page eerie ette o eer E P ERRARE ORE apasi 12 13 User Administration l SI e eee enue Meee 13 Rates and Constantes p asas a Sa talus sis Mb MR
34. ent Option on the Adjustment Options section 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 21 El Insurable Earnings A value should only be entered in the El Insurable earnings box when it is not equal to zero or to the gross pay amount Box 14 If no amount in entered Box 24 will be left blank on the printed slip as required by CRA CPP QPP and El Exempt Boxes You may check one or both 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 Other Income Record other income in the boxes provided at the bottom of the window The type code of the income should be indicated in the Box field with th
35. er is able to utilize CRA s URL for internet filing of the T4 T4A and the T5 When the internet filing option is selected as the destination for the Electronic Filing submission an Internet Filing dialog box will appear once the Process button is selected You will be warned if the file size exceeds the maximum of 5Mb allowed by CRA for internet filing 42 Make note of the information given and click the Go to Internet Filing Page button to continue The following web page will be opened http www cra arc gc ca eservices iref other ift ready e html Click the Enter Internet File Transfer XML Secure Web Site which will open a page entitled Disclaimer T4 Internet File Transfer XML Read and agree to the CRA terms and conditions disclaimer then enter the Account Number Business Number and Web Access Code for the company for which you are filing an internet return If you are submitting returns for multiple companies you can enter your own Business Number and Web Access Code Note in 2006 CRA could only receive submissions associated with a Business Number with an RP extension This should be expanded to business numbers with other extensions for the 2007 filing season If you have not received your Web Access Code by January 9th contact the CRA support staff at 1 866 322 7849 to have one issued to you Once this information has been entered and validated you will be prompted to upload a file containing the company data
36. f there is any missing or invalid data If such data is located it will be displayed in one of two reports Missing or invalid data that would result in a refusal of your submission by CRA are listed in a Critical Error report These critical errors must be corrected before submitting the returns in any format Missing or invalid data that may need to be corrected but would not result in a refusal of the submission by CRA are displayed in a Data Validation Warnings report Warnings can be ignored and the submission would be accepted by CRA The validation procedure is implemented whenever an electronic filing submission is processed but it can also be run independently by selecting the Validation report only option Choose the media by which the return s will be submitted to the CRA Your options are Internet CD DVD or Diskette Internet a file will be created on your hard drive See the section on Internet Filing to CRA for details on submission CD oor DVD a file will be created on your hard drive which you may then copy to the appropriate drive using your own CD or DVD writing software NOTE You must have access to a CD or DVD writer to use this option See the section on CD or DVD Filing for details on submission Diskette select the letter of the disk drive either A or B you wish to send the output to Be sure to place a blank formatted diskette in the drive you selected The submission will automatically be saved to the diskette
37. for the user and to confirm that this is a new user You can change the password later by selecting the Change Your Password option from the Setup menu 6 Each user name is associated with a corresponding user profile which contains the settings associated with the user Each user can establish their own preferences and default values by selecting User Settings from the Setup menu Main Menu The title bar of the main window contains the name of the program and the name of the current database Beneath it is the main menu Each menu item can be accessed by clicking its name Each menu has a submenu of functions relating to the menu name File Edit View Company Forms Reports Setup Windows Help Any menu or submenu item that is greyed out is not currently available Some functions will only be available when a form is open Use of Special Keys Many of the menu items have short cut key strokes which can be used instead of opening up the menu and selecting the function These are listed below F1 Accesses on line help F2 Lists the valid options for a box F4 Overrides calculated field 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 slips for the current company and return type Ctrl PgUp Moves to the first slip for the current company PgUp Moves to the
38. for transmitting the electronic filing data and the names and phone numbers for accounting and technical contacts If CRA has assigned a transmitter number for federal forms it should be entered See Electronic Filing Preparation for further information regarding electronic filing You do not have to submit a test file to CRA before filing your returns electronically We have already received approval for the electronic filing format on your behalf 13 Options This feature allows you to personalize your display Toolbar Icon Size Set to small medium large or very large as desired Colours Select a predefined colour scheme from the list If you select CUSTOM you must then select both a background colour and band colour by clicking on the appropriate boxes and selecting from the colours displayed Toolbar Icon Size m Smal 16x16 Medium 24x 24 Large 32x 32 Very Large 48x48 CUSTOM Back Cour X Band Colour Changes to color schemes wil take effect as new data entry forms are opened Changes to icon size wil occur the neat time T4 TimeSaver is started User Administration This feature is only available for the Plus version of T4 TimeSaver NET to the administrator logged in with the user name ADMIN The administrator is able to change the password for any user as well as deleting a user account altogether A 43 User Administration List of user accounts E ws ADMIN Change Password
39. fter 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 and T5 You will be warned if the data you have entered is invalid Delete Slips Select Delete Slip from the Edit menu 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 Sorting Slips During data entry or review of slip information you can modify the sequence of the slips by selecting the desired field from the dropdown list in the icon toolbar located to the left of the slip number field The fields available for sorting will vary by the type of slip The slip currently being displayed will remain on the screen Selecting Slips Choose Select slip from list from the Edit menu to display a list of all the recipients for the current company Clicking on the Find Slip icon in the icon toolbar performs the same function Select from the list by clicking on the desired recipient The slip for the recipient selected will appear on the screen The slips will be listed in the sort order selected in the dropdown list in the icon toolbar Enterin
40. g Data The data entry screen for each type of slip contains input fields that correspond to the boxes on the printed forms plus some control fields required by T4 TimeSaver NET Descriptions of some of these boxes are listed below under the corresponding type of slip See the guides provided by CRA for information about the regulations concerning the contents of any of the particular boxes There are a number of features available to make data entry as quick and easy as possible Many fields for example the Province field have white arrows to the right of the box This indicates that there are a limited number of valid options for this field Double click in the box or on the arrow to select from the valid options 20 Overriding Calculated Fields Some fields on the slips and summaries contain calculated values If it becomes necessary to edit a calculated field you may do so by pressing the F4 button or double clicking the icon to the right of the field The background colour of the field will change to indicate the 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 press F4 again or double click the icon to the right of the field again You will be asked to confirm the return to the calculated value T4 Input Window T4 Statement of Remuneration Paid Sumame Fretieme itisl EES Socialineancenumber 12
41. he Clear button will remove all check marks Fields v Business No 6 Selected T active T4 inactive Gear T4A active T4A nactive T5 active T5 inactive Options Sort companies by Choose the order in which you wish the companies to print by name or by business number Layout Select either the Table or Memo style of layout Orientation Select whether you wish the report to print in the Portrait or Landscape orientation Paper Size Select whether you wish the report to print on etter or legal sized paper Margins Select one of the following margin options Normal Top and Bottom 1 Left and Right 1 Narrow Top and Bottom 5 Left and Right 5 Moderate Top and Bottom 1 Left and Right 75 or Wide Top and Bottom 1 Left and Right 2 29 Chapter 10 Electronic Filing Instructions for Federal Returns The following instructions are provided here for convenient reference For complete details see the CRA website 1 Electronic filing submissions may be made by internet or on a media such as a diskette CD or DVD A complete electronic filing submission contains the transmitter identification as well as the slip and summary information for each return No paper forms are required with the submission 2 Anyone making an electronic filing submission must have a transmitter number If you do not have a transmitter number contact the CRA at 1 800 665 5164 to be assigned one 3 Returns for em
42. he Repair Database option from the File menu Choose Yes to select the current database or No to select another If you have chosen to select a database highlight the correct database directory and name from the list of available databases and click Open You will be asked to confirm the name of database to be repaired The process will begin as soon as you click Yes You will be informed when the repair is complete Any data that cannot be fixed will be discarded You can then open the database again and continue as usual 11 Chapter 4 Setup The functions in the Setup menu are to be used to set default values for the program User Settings For the Plus version of T4 TimeSaver NET each user may set their own default preferences in a number of areas such as New Company T4 Adjustment Data Entry and Electronic Filing options These user settings are linked to the User Name used when logging in to T4 TimeSaver NET New Company Defaults Page Complete the New Company Defaults page 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 New Company Defauts lt T4 Adustmert Defauts T4 Data Dota 15 Data Erty Bectronic Fling Options 4 Summaries Person to Contact s Other information Defaut province of employment p Ontario User name CLERKT T5 Su
43. inal A for amended or C for cancelled This will cause the slip to be labelled appropriately as required by CRA It will also cause the slip to be included or excluded appropriately whenever the Amended only or Originals only options are chosen Footnotes Text footnotes may be entered in the fields provided These will be printed on paper copies of the T4A Footnotes for use with electronic filing submissions may be accessed by clicking on the Electronic Filing link in the top right corner of the screen 23 T5 Input Window T5 Statement of Investment Income Goto Summary Close Individual Corporation Trust or Association Sumame Fist name intial Name 1 Sumame First Name u _ T Name 2 Address Repot code Recipent ID number af 1 Province T 5B Recipient Type ai paves Postal code Country a Tax year 007 Actual amourt of dividends 5 000 00 Taxable amount of eigble dividends 25 7250 00 Dividend tax credi for eligible dividends 2 1350 Interest from Canadian sources 13 0 00 Captal gains dividends 18 0 00 Actual amount of dividends otherthan eligble 10 000 Taxable amourt of dividends other than egbe 11 ood Dividend tax credit for dividends other than eligible 12 709 Other Information Other income from Canadian sources 14 0 00 Foreign income 15 0 00 Foreign tax paid 16 0 00
44. ing of some of the system settings It should only be used under the supervision of a qualified technician Click Yes to continue or No to cancel User Settings This feature allows the direct editing of some of the system settings It should only be used under the supervision of a qualified technician Click Yes to continue or No to cancel 16 Chapter 5 Company Information Creating a Company You can enter as many companies as you would like into each database To create a new company in the current database select New Company from the Company menu Enter the company name and press the OK button If the company name already exists in the current database you will be asked to confirm the new company name Company information is entered in three sections General Adjustment Options and Net Pay You should enter as much of the requested company information as possible when you add a new company General Enter the full name and address of the company gt General lt Adjustment Options Net Pay Nae Le 1 Name Une 2 aaan a Adres ire 1 Missi Ory Pownce Fol code Cat Other Information Business number 123456782RP0001 Defaut province of employment ON F Ontario Employers El rate 1 59 Companycategorycode 1 111 Web Access Code f PDF Output Folder C Tax Data PDF Output Crystal Clear oe Other Information Business Number You must enter a valid business number if you wish to file s
45. ing to the boxes on the data entry form As you enter slip information it may not be necessary for you to enter information into each box as some may be left blank or they may contain a default value Place a check mark beside the name of each box where you want the cursor to stop and remove the check mark from beside any box where you do not require the cursor to stop The following is a sample of the T4 Data Entry page New Company Defauts T4 Adiustment Defauts When entering T4 slips the cursor will automatically move to the selected boxes 17QPP contributions K 18 El premiums 20 Pension plan contributions 22 income tax deducted 24 El insurable eamings 26CPP OPP eamings 28CPP QPP exempt gt 74 Data Entry lt I2Dsatry IV Other ieformation 1 Other information 2 Other information 3 Other information 4 Other information 5 Other information 6 Employee number 12 28 El exempt Other deductions from net Donat adjust CPP QPP Do net adust El 44 Union dues 46 Chartable donations 50 RPP or DPSP registration number 52 Pension adjustment 55PPIP premiums 56 PPIP insurable eamings q q Electronic Filing Page The Electronic Filing page contains information required by the system to submit information returns on diskette CD DVD or via the internet Enter the name and address of the company responsible
46. ink jet and laser printers You may also file most types of returns on diskette CD DVD or via the internet significantly reducing your paper requirements and the labour involved in producing these returns License Agreement T4 TimeSaver NET program is owned by ELM Computer Systems ELM Computer Systems grants to you as a registered user a nonexclusive nontransferable license to use the program You are expressly prohibited from distribution of the program to others outside your office regardless of whether such distribution is for profit All rights title and interest in and to the program and all documentation code and logic which describes and or comprises the program are vested in ELM Computer Systems Your right to use the program is conditional upon and limited by the terms and conditions of this license You may not a modify adapt translate reverse engineer decompile disassemble or create derivative works based on the program or b loan rent lease or sublicense the program or any copy without the prior 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
47. is feature allows a user of the Plus version to change their own password Type in the current password the new password and then confirm the new password by typing it again Check the Show Typing box to display the 15 password leave it unchecked to display asterisks instead Follow the instructions given for selecting a strong password Press OK to implement the new password Press Cancel to cancel the change and revert back to your current password You will receive a confirming message Set Password 8 Current password Enter new password MyNew password MyNew Current user name is CLERK1 recommend creating a strong password A strong password is atleast 6 characters long and contains a mixture of upper and lower case letters numbers and special characters may use the following characters Lower case letters b z Upper case letters 2 Numbers 0 1 2 9 Special Characters amp _ o o If the current password has been forgotten the administrator logged in as ADMIN will need to use the User Administration function of the Setup menu to change the password for the user Edit Setup Files System Settings This feature allows the direct editing of some of the system settings It should only be used under the supervision of a qualified technician Click Yes to continue or No to cancel Paths This feature allows the direct edit
48. lips and summaries for this company using electronic filing Default Province of employment T4 TimeSaver NET will automatically use the default value for the the Default Province of Employment that you entered on the New Company Defaults page in the Setup menu Enter a different province of employment if applicable Employer s El rate The Employer s El Rate is automatically set to 1 4000 You may make any changes required for this particular company by simply typing in the correct information Company category code The company category field is a user defined field that allows you to group the companies into categories Enter a different company category name for each group of companies Web Access Code Enter the web access code supplied by CRA on the pre printed summary supplied to the company 17 PDF Output Folder Set the desired location of PDF copies of printed slips and summaries for this company You may use one location for all companies or set up a different folder for each company Click the Browse button to set the location Browse For Folder Select POF Folder for Crystal Clear Accounting 1 d285e762266924c9404674 amp 1 HP LaserJet 3500 Intel J MyWorks orderpro2 k Program Files jb Tax Data Ji Default Data Select an existing folder or use the Make New Folder button to create a folder for this company Adjustment Options With T4 TimeSaver NET you have the flexibility of customizing your method of
49. lips for the recipient s which you most recently created any report for Slips All types Original only Amended only Canceled only Selected BROWN Bob V JONES Peter A SMITH George gt hehe me oe When only one company is selected the slips that match the selection you have made will be listed in the box to the right If you chose Selected click on the box beside each name you wish to select to put a check mark in the box and to have the name appear on the list to the right Copies Choose which copies of the slips you wish to print by checking one or more of the boxes The options will change depending on the Type of Form you have selected 33 Copies Copy Copy 23 Copy 4 Options Group output by Choose to group the slips by copy number or by company Sort slips by Choose the order in which you wish the slips to print from the given options The options will change depending on the type of slip to be printed Print inactive nil slips also Check this box if you want slips to print for recipients who have no dollar values on the slip PDF File Options Save PDF tiles Printing forms either slips or summaries always creates a PDF file If Save PDF file is selected the PDF file will be saved in the indicated file when the Print window is closed If Save PDF file is not selected the PDF will be deleted when the Print window is closed This is a system wide setting the setting selecte
50. ll meet your requirements or that your use of the package will be uninterrupted or error free We shall have no liability to you or any third party regarding the package the User Manual or otherwise in warranty contract tort or otherwise In no event will we be liable for any direct incidental special indirect general or consequential damage or loss of any nature such as damage to property damages resulting from delay claims of third parties loss of profits or injury to person which may arise in connection with the use of or inability to use this package This clause shall survive failure of an exclusive remedy We specifically disclaim liability for any and all forms generated by the Package for submission to CRA or Revenu Qu bec It is the users responsibility to ensure that the proper forms are used and with respect to the Relev slips that the serial numbers on the forms are unique and within the range assigned to the user by ELM Computer Systems Inc Chapter 2 Getting Started Installation T4 TimeSaver NET may be installed on any hard disk drive accessible to your computer Single User and Network installations are described below If you used T4 TimeSaver last year you may install the program without affecting last year s database s nor will reinstalling the current program affect the current year s database s For fastest program response and most secure retention of data it is recommended that data files be store
51. m x DOTEM ipa Total number of T sipsfied s8 5 Employment income Registered pension plan RPP contributions Penson adustment Once the screen has been split you may move forms from one side to the other or between top and bottom sections by clicking on the tab for the form and dragging it to the desired location The screen may also be split further if desired Getting Help Whenever you require help press the F1 key to access the on line help screens If context sensitive help is available it will be displayed Otherwise use the Contents or Search tabs to access the desired topic Links to related topics are provided for your convenience You can also access the help files from the Help menu Selecting Contents or Search opens the Help to the Contents or Search tabs respectively The Internet sites submenu lists a number of Internet sites that may prove helpful Chapter 3 Working with Databases Creating a Database A T4 TimeSaver NET database is a collection of the data for one or more companies in a single file on your computer Each database can contain the data for numerous companies and you can create as many databases as you wish Note the Lite version of T4 TimeSaver NET is restricted to one database with a maximum of 5 companies To create a database select New database from the File menu New 14 Tane Save Database Savein Tax Data
52. mitted or C if this cancels a previously submitted slip Recipient Type Enter one of the following valid codes to identify the type of recipient 1 if the investment income was earned by an individual 2 if the investment income was earned by a joint account two individuals 3 if the investment income was earned by a corporation 4 if the investment income was earned by an association a trust fiduciary trustee nominee or estate a club a partnership or other 5 if the investment income was earned by a government government enterprise or international organization Eligible and Other than Eligible Dividends Enter the amount of eligible dividends in box 24 Enter the amount of other than eligible dividends in box 10 The total dividends will be the sum of box 24 and box 10 but does not appear on the form 24 Automatic Calculations For the eligible dividends the taxable amount of dividends and the dividend tax credit are calculated and displayed automatically by the system as follows Taxable amount of dividends actual dividends 1 45 Dividend tax credit taxable amount of dividends 18 9655 For dividends other than eligible dividends the taxable amount of dividends and the dividend tax credit are calculated and displayed automatically by the system as follows Taxable amount of dividends actual dividends 1 25 Dividend tax credit taxable amount of dividends 13 3333 This calculation is suppres
53. mmary Contact Name Sem Note Information on this tab is copied to each Area code phone 24 EE OMPENY YOU setup T4 Adjustment Defaults Page Complete the T4 Adjustment Defaults page The information on this page will be copied to the T4 Adjustment Options page of the Company Information window for each new company See further information in Adjusting T4s regarding how to set the adjustments options to best suit your needs T4 Adjustment Defautsc T4 Data Entry T4ADstaEnty TS Dats Entry Bectronic Fina Transfer Overremittance When adjustments reduce total deductions for the company the overremittance may be transferred to the tax of an owner or shareholder CPP QPP Adjustment Options over maxiumum under required minimum Adjust based on number of pensionable weeks r Maintain the net pay of the owner shareholder by increasing the a gross pay of the amount added to the tax Other Options Adjust CPP EVOPIP differences gresterthan Adjust CPP EL PPIP to calculated amounts even f there is insufficient tax to offset the adjustment Adjustment Options Adjust El premiums f over annual maximum TV Adyst El premiums based on insurable eamings Adjust insurable eamings based on El premiums F yes enter the maximum amount by which tax may be reduced Data Entry Pages Each of the data entry pages contains check boxes correspond
54. mpt for output folder Check this box to have the program prompt you for the location of the PDF files to be saved If you are printing slips for a single company the folder you choose will be saved and the next time you print the slips for the same company you will be prompted with the same location You will be prompted for the output folder regardless of whether a folder has been assigned on the company record Quick Print Prints the selected slips to the default printer without previewing the PDF The default printer is set using your Windows Control Panel Preview Print Creates the slips in PDF format and displays them in Adobe Reader or Adobe Acrobat The PDF files will be automatically saved according to the PDF File options selected Press the Print button from within the Adobe preview program to send the slips to the printer Refresh Data Use this button to incorporate any additions deletions or changes made to the company list or changes made to individual slips since the Printing Summary Report window was opened Go to Output Folder Pressing this button will open the folder that your PDF files will be stored in 36 Printing Adjustment Reports A report showing all the adjustments made for each employee can be produced for the T4 slips To generate this report select T4 from the Reports menu Then choose Adjustments from this list of available reports A dialog box will open which will allow you to select the companies for which
55. ncorporated into the system but we assure you that each one will be given our careful consideration Thank you in advance for helping us to make T4 TimeSaver NET the finest tax slip preparation software available in Canada Hardware Requirements Computer Any Pentium class PC Operating System Windows 2000 Windows XP Windows Vista or Windows 2003 1 Note Windows is a registered trademark of Microsoft Corporation All product names mentioned in this manual and not listed are trademarks of their respective companies System Memory A minimum of 128 Mb RAM is required to run T4 TimeSaver NET Typically any system able to run a current version of Windows will be able to run T4 TimeSaver NET Disk Drives A hard disk drive with at least 100 Mb of available disk space is required for installation of the program files while leaving sufficient space for data Data may be stored on either a hard disk or on removable media T4 TimeSaver NET performs much better if data is stored on a hard disk The software and or its data files may also be installed on a network file server For optimal performance of both T4 TimeSaver and other software ensure that you have sufficient room available on your hard disk for the virtual memory swap file maintained by Windows Typically this file is 50 greater than the size of the available RAM installed on your system Printer Slips and summaries are generated as PDF files which can be printed on
56. on the Adjustment reports for the particular employee Increase the gross pay with over remittance If an over remittance is created by the adjustments and you indicate that you want the over remittance to be transferred to one employee i e an owner or shareholder you may also increase the gross pay of that employee in order to keep the net pay at the same level If this option is chosen and the transferee s CPP QPP is under the maximum deduction for the year the CPP QPP will NOT be adjusted again for this underpayment 27 Other Options Adjust CPP EI OPIP differences greater than If an amount is entered in this box an adjustment to CPP QPP El or QPIP must be greater than this threshold in order for the adjustment to be made If the difference between the calculated amount and the entered amount for CPP QPP EI and QPIP is less than or equal to the threshold no adjustments will be made and the entered amounts for CPP QPP QPIP and tax will appear on the 4 slips Do you want CPP EI amp QPIP to be adjusted to their calculated amounts even if there is insufficient tax to cover the difference If this option is selected it will adjust CPP QPP El and QPIP to their calculated amounts although there may not be sufficient tax to make up the difference Where there is insufficient tax to cover the net adjustment to CPP QPP El and QPIP this difference will be posted to the T4 Summary The shortfall is comprised of the increase in
57. ou should complete the Electronic Filing page of the User Setup Options submenu of the Setup menu if you plan to submit returns electronically Much of the information required by T4 TimeSaver for electronic file processing is contained there To access electronic filing choose the type of slip required from the Reports menu and then Electronic Filing The electronic filing dialog box will open and give you a number of options Companies Chose one of the four options listed below All to select all the companies in the current database Current to select only the current company Selected to select only the companies you indicate or Most recent to select the company ies for which you most recently created any report If you choose Selected mark each company you wish to include in the electronic filing submission by clicking on the checkbox beside the company name The list of selected companies will be displayed to the right Note With T4 TimeSaver Basic you may only select one company at a time to file electronically Multiple company submissions are allowed with T4 TimeSaver Plus 40 Return types One type of return will be automatically marked when you open the Electronic Filing dialog box You can include other types of returns by clicking on the checkbox beside the return type name Filing Options Destination Before creating an electronic filing submission T4 TimeSaver will run a validating process to determine i
58. ove calculation to prorate the CPP QPP basic exemption The default value is 52 weeks but can be changed to 53 weeks if required EI Adjustment Options D Adjust El premiums if over annual maximum If this option is selected the El will only be adjusted if it is greater than standard annual maximum of 40 000 x 1 8 or 720 00 NOTE THAT THIS OPTION CAN BE SELECTED ALONE OR WITH E OR F E Adjust El premiums based on Insurable Earnings If this option is selected the El will be calculated as El insurable earnings x 1 896 If E I insurable earnings are not entered gross pay will be used F Adjust insurable earnings based on El premiums This option assumes the entered amount for El deducted is correct When this option is selected El insurable earnings will be calculated as the minimum of El deducted box 18 1 8 40 000 and Employment income box 14 NOTE THAT ONLY ONE OF E OR F MAY BE SELECTED Transfer Over Remittance Transfer employer s over remittance of CPP QPP or El to the following employee When adjustments reduce total deductions for the company the employer s portion of the over remittance may be transferred to the tax of an owner or shareholder If a S I N is entered here then any net overpayment of CPP QPP and EI resulting from adjustments calculated by the program will be credited to the tax deducted for the T4 of this employee This adjustment will be reflected in the adjusted tax
59. ployers filing over 500 returns are required by CRA to be filed electronically It may be sent either via the internet or on a CD or DVD however internet submissions may not exceed 5Mb Submissions that are in excess of 5Mb are required to be submitted on CD or DVD only The CRA encourages all employers who use computerized methods to generate returns to submit them electronically 4 electronic filing submission may contain only one diskette CD or DVD It may contain more than one type of return and it may contain returns for more than one company A diskette will hold around 2 000 returns a CD approximately 80 000 returns and a DVD will hold more depending on the software used copy the data If you have multiple submissions each submission must be submitted in a separate envelope Multiple envelopes may be taped together for simplified mailing Submissions should be sent to Electronic Media Processing Unit Ottawa Technology Centre Canada Revenue Agency 875 Heron Road Ottawa ON K1A 1A2 Telephone 1 800 665 5164 5 Do not send CRA paper copies of any returns that have been filed electronically 6 If corrections need to be made to a submission that has already been sent to CRA create an electronic filing submission of the amended and or cancelled returns and submit it to the Electronic Media Processing Unit Do not send any original returns in the same submission as amended returns Electronic Filing Preparation NOTE During setup y
60. 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 Toolbar Icons Make use of the following icons that appear in the toolbar directly below the main menu Company Name Displays the current company name Use the dropdown box to select from the list of companies Select a different company 69 _ Opens the list of companies Highlight the desired one and click Select D Add a new company Opens the Add new company dialog window Edit company information Opens the Edit company information dialog window Print current form Opens the Print dialog window for the currently open form Revert s Restores data entry fields to their original values New Adds a new slip of the type currently in focus Ei Delete Deletes the current slip You will be asked to confirm the deletion 9 Go to first form Switches to the first slip for the company in the current sort order Go to previous form Switches to the previous slip for the company in the current sort order Go to next form Switches to the next slip for the company in the current sort order Go to last form Switches to the last slip for the company in the current sort order Find specific slip A Opens the list of recipients to locate a specific slip
61. report to print in the Portrait or Landscape orientation Paper Size Select whether you wish the report to print on letter or legal sized paper Margins Select one of the following margin options Normal Top and Bottom 1 Left and Right 1 Narrow Top and Bottom 5 Left and Right 5 Moderate Top and Bottom 1 Left and Right 75 or Wide Top and Bottom 1 Left and Right 2 38 Printing Company List A Company List is a listing of the companies in the current database with the number of active and inactive slips of each type Select Company List from the Reports menu to generate this report A dialog box will open which will allow you to select which companies to include and other options Companies Select one of the options listed All to print the company list for all companies in the current database Current to print the company list for only the current company Selected to print the company list for the companies you select or Most recent to print the company list for only the company ies for which you most recently created any report The companies that will be included in the report will be displayed in the box to the right Fields Select one of the two options listed below All to include all the fields available in the company record or Selected to print only those fields which you select If you chose Selected click on the box beside each field you wish to include in the report T
62. rk Administrator Min ogee nano Se es woo copied to the file server Each user can then run T4NetNode exe to set up their own workstation Workstation Installs a copy of T4 TimeSaver on your hard disk Network Administrator Installs the application for use on the network 5 Workstation Installation Select Workstation from the Select Install Type window This will install the program on either the local hard drive or any network drive available to the computer placing all resources required by the software only on the local workstation Network Administrator Installation Select Network Administrator from the Select Install Type window to install the program on a network drive Then run from each workstation to copy the necessary files to run the program from the workstation Starting the Program A 4 TimeSaver NET icon will be automatically created on your desktop Additionally the Start menu will contain the T4 TimeSaver NET icon in the T4 TimeSaver NET program group Registration As soon as T4 TimeSaver NET is started you will see a registration screen Your copy of T4 TimeSaver NET must be registered before full functionality of the program is activated Enter the unique authorization code issued to you by ELM Computer Systems to register this copy of the program You can then click on the OK button on the registration screen to begin using T4 TimeSaver NET Registering T4 TimeSaver D
63. sed for corporate recipients recipient type 3 Foreign Currency 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 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 25 Chapter 7 Adjusting T4s Making Adjustments to T4s There are two methods of adjusting the T4s The first method is to adjust only the T4 for the current employee by using the Adjust button on the T4 data entry form The adjustments will be made based on the adjustment options selected for the current company These adjustments are not reflected in the corresponding T4 summary unless all of the slips are adjusted The second method is to adjust all of the employees for the company at once To do this select Adjust Unadjust T4 Slips from the Company menu You can skip any individual slips that you may not want
64. tification 76 First name Last name Position or office 78 Area code phone Extension Date fled Remittances Enter the amount of money already remitted to CRA Amount Enclosed Enter the amount to be enclosed with the T4 Summary form Adjustment Status The T4 Summary will reflect the adjusted values as long as all of the employees for the company have been adjusted If however only some of the slips have been adjusted using the Adjust Unadjust button on the T4 data entry window the summary will reflect the unadjusted values for all of the employees This information will appear in the box on the upper right corner of the T4 Summary data entry window Recalculate Pressing this button recalculates the summary totals returning overridden values to the calculated value Person to contact about this return The default contact name and phone number entered on the New Company Defaults page of the User Settings submenu of 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 page of the User Settings submenu of 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 29 T4A Summary T4A Summary s fes Gove
65. tine in T4 TimeSaver performs two functions It compacts databases to save space and it recovers from certain types of file corruption caused by power failures software or hardware problems and most common types of operator errors However certain situations such as physical damage to the data storage media hard drive or disks or inadvertent erasure of files cannot be rectified by database repair routine Warning IN NO CASE SHOULD YOU RELY SOLELY ON THE DATABASE REPAIR ROUTINE 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 repair a database The system constantly checks the validity of its files and if it detects any corruption it will report it This could occur if you had turned off the computer or re booted without exiting T4 TimeSaver or had a power failure If you run out of disk space you may also experience some problems with the data In this case you should free up some disk space before proceeding with the database repair routine If you get an error message about a corrupted database you should run the Repair Database option in the File menu to attempt to correct the damage Before using this tool it is advisable to make a backup copy of your database You can copy the database to removable media or to another hard drive Select t
66. to adjust by checking the Do not adjust CPP QPP and or El box es The adjustments will be made based on the 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 selecting Adjust Unadjust T4 Slips from the Company menu and clicking Adjust Slips Report or you can select Adjustments from the T4 submenu of the Reports menu In either case an Adjustment Report window will open See Printing Adjustment Reports for further details Reversing Adjustments Reverse the adjustment on an individual adjusted T4 by clicking the Unadjust button on the T4 data entry form The adjusted CPP QPP El and tax values will be hidden The adjustments on all of the slips for the company can be reversed by selecting Adjust Unadjust T4 Slips from the Company menu and clicking the Undo adjustments button Setting Adjustment Options The adjustment options for each company are stored with the company profile Select Edit Company Information from the Company menu and then click the Adjustment Options page You can make changes to any of the options and also enter the S I N number of the employee to receive the transfer of over remittance of 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 page in the Setup menu These global default options will then be use
67. trator it would be grayed out to other users The PDF File Options are system wide selections to be used for all users and all reports The administrator of the Plus version logged in as ADMIN has the ability to change these settings Click the Restore Defaults button restore the folder locations to the default settings Current datafile F Users Shared Data Test intial 07 Program C Program Files Computer Systems T4 Time Saver Net 2007N System settings ProgramData TA NET 2007 System Settings POFrepes CWmDmevOFOmu powe X4 ETa aao oa o aaa Change Authorization Code This feature is available in the Basic version and in the Plus version to the administrator logged in with the user name ADMIN Use this feature to remove the current authorization code allowing you to enter a new one This would be used for example to upgrade from one version of T4 TimeSaver NET to another Click Yes to delete the existing authorization code and exit the program The next time T4 TimeSaver is started it will be unregistered and a new authorization code will need to be entered Click No to cancel the function and return to T4 TimeSaver NET Change Authorization Code To change your authorization code click Yes to remove your current code and exit T4 TimeSaver When you restart the program you will be prompted for your suthorization code Change Your Password Th
68. ts own or select a filing method to both validate and create the electronic filing submission at the same time If the data fails the validation procedure the filing will be aborted See Electronic Filing Preparation for further information regarding the settings in this window Click on Process The Critical Error Report will be generated This report will list the location of missing or invalid data that will cause the data submission to be rejected by the CRA or MRQ Click the Warnings button to view the missing or invalid data that may need to be corrected but will not cause rejection of the submission by CRA or MRQ Either report can be printed by clicking the Print button Refresh Data Use this button to incorporate any additions deletions or changes made to the company list or changes made to individual slips since the Validating Data window was opened Set Output Folder Allows the user to change the location of the XML submission files See File Locations for further information Go to Output Folder Pressing this button will open the folder that your XML submission files will be stored in 32 Printing Slips Select the desired type of slip from the Reports menu Then select the corresponding report option from this list of available reports A dialog box will open which will allow you to select which companies to print slips for which recipients to print slips for and which copies you wish to print The individual slips can then
69. ty COGS I 46 Chapter 1 Introduction About T4TimeSaver NET ELM Computer Systems Inc has provided custom programming and consulting services to accounting firms and to small business since 1978 The T4 TimeSaver development team is committed to providing software for producing Canadian tax information returns which is superior to any other system available This newest version of the T4TimeSaver program suite has been rewritten from the ground up to provide a solid foundation for both current and future technology as well as for new product features New features Easy to read data entry screens Split screen data entry gives the ability to view slips and summaries side by side Improved onscreen report preview e Enhanced printer compatibility Ability to save returns and reports as PDF files e Ability to export reports in formats such as Excel HTML RTF and others Limitations of 2007 Initial Production version Processes T4 T4A and T5 returns only e Prints returns as facsimiles to plain paper but does not print to pre printed CRA forms Does not support importing data e Some advanced tools such as the merging and transferring of companies and the global updating of contact information and adjustment options are not available Technical Support As a registered user you may telephone fax or e mail us with your questions about the installation and use of the T4 TimeSaver NET program Our technical support hours
70. types of slips To generate this report choose the type of slip from the Reports menu and then select the corresponding Edit List from the list of available reports A dialog box will open which will allow you to select the companies to print an Edit List Report for Companies Select one of the options listed All to print the edit list for all companies in the current database Current to print the edit list for only the current company Selected to print the edit list for the companies you select or Most recent to print the edit list for only the company ies for which you most recently created any report 37 The companies that match the selection you have made will be listed in the box to the right If you chose Selected click on the box beside each company you wish to select to put a check mark in the box and to have the company name appear on the list to the right XYZ Advertising Fields Select one of the two options listed below All to include all the fields available on the slip or Selected to print only those fields which you select If you chose Selected click on the box beside each field you wish to include in the report Options Sort slips by Choose the order in which you wish the slips to print from the given options The options will change depending on the type of slip to be printed Layout Select either the Table or Memo style of layout Orientation Select whether you wish the
71. ummary T5 Summary Return of Investment Income Show Sips Recalculate Cose information retum for year ended December 31 Filer identification number 21 Language of choice for corespondence Engish French This is an amended T5 summary This is an addtional T5 summary fyouhave filed a T5 information retum before cick here Total number of 5 sips 4 Actual amount of dividends ctherthaneigble 10 009 Taxable amount of dividends otherthaneigble 11 004 Federal dvidendtaxcredt ctherthaneigble 2 2004 Interest from Canadian sources o Other income from Canadian sources 9 99 ae 99 Royaties from Canadan sources v 94 Ceptal gains dvidends w 5 Accrued income Annuties w w Amount ekgbie for resource alowance deduction 20 009 Actual amourt of ebgble dredends a Taable amourt of ebgdle dividends 2 Dividend tax credi for eligible dividends x o Unciamed amourts A 59 Tax deducted from unclamed amounts ow Person to contact about this retum Certification 05 Potone 5 J sea JL wu 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 ret
72. urn T4 TimeSaver will automatically use the data entered on the New Company Defaults page of the User Settings submenu of 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 on the New Company Defaults page of the User Settings submenu of Setup menu when the company was first created You can however change the information if required Recalculate Pressing this button recalculates the summary totals returning overridden values to the calculated value 31 Chapter 9 Producing Reports Validating Data 21 Validate Data Companies CA Curent Selected recent XYZ Advertising Retum Types Filing Options B T4 Destination 5 Validation report only 4 Refresh Data 15 Sip status O Orginal Transmitter Setup Validation Option Show XML schema eror messages Go to Output Folder This report will be run automatically when you process returns for electronic filing or it can be run at any time by selecting Validate Data Before Filing from the Reports menu The CRA has strict filing requirements that must be met The validation procedure will identify any missing or invalid data and allow you opportunity to correct the data before transmitting it Select the company or companies and the type of return s to be validated Select Validation report only to run the validation report on i
73. ware The current database name appears in the very top bar of the T4 TimeSaver window 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 Windows Explorer 44 Technical Notes Data Storage T4 TimeSaver stores the data you enter MS Access database files having the extension t07N The company information is stored within the database in a table called Company one record per company There is also a table within the database for each type of slip and Summary form Data is stored in these tables one record per employee and connected to the company information by a company number assigned by the system The file T4W07 INI is stored in the system settings folder and among other things stores the authorization number There will be additional file s containing various user and machine related information stored in the user settings directory If you have the single user version of T4 TimeSaver the file will be named SINGLE INI If you have the network version of the program there will be a separate file for each user and the files will be named user INI where user is the user name entered when starting T4 TimeSaver Province Sate Codes The following abbreviations apply to the Canadian provinces NL Newfoundland LB Labrador PE Prince Edward Island NS Nova Scotia NB New Brunswick QC Qu bec ON Ontario
74. xj To register this program enter the unique authorization code issued to you by ELM Computer Systems Until the program is registered all printed forms will be marked VOID and some features will be unavailable Enter your 9 character authorization code and click Start To run T4 TimeSaver for evaluation purposes enter blank in this box m C You may enter data into T4 TimeSaver NET without registering the program by clicking on the OK button without entering an authorization code but you will be unable to produce a valid return until the registration number is entered Several functions will also be unavailable until the software is registered The opportunity to register will be available every time you start the program until registration has been completed T4 TimeSaver NET program is copyright c 1987 2008 by ELM Computer Systems Inc Please refer to the License Agreement for full details of the agreement between ELM Computer Systems Inc and users of the package User Names and Passwords If you purchase the license for the Plus version of T4 TimeSaver NET the authorization code you have been given will cause T4 TimeSaver NET to prompt you for a user name and password each time you start the software You can enter any name you wish to for username There should be a unique user name assigned to each person or workstation The first time you enter a new user name you will be prompted to enter a password
75. you wish to print T4 Adjustment Reports B Print Adjustment Report X Companies wi ABC Accounting CUN Accounting Inc Curent First Cup Coffee 6 j M 8 M Manufacturing Signs R Us 6 Most recent The Sleep inn Quer XYZ Advertising 1 selected Preview Print Detal Summary Detai report Companies Select one of the 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 Selected to print the adjustment report for the companies you select or Most recent to print the adjustment report for only the company ies for which you most recently created any report The companies that match the selection you have made will be listed in the box to the right If you chose Selected click on the box beside each company you wish to select to put a check mark in the box and to have the company name appear on the list to the right Options Detail Summary Select whether you want a detailed or summary Adjustment Report Sort slips by Choose the order in which you wish the slips to print from the given options Refresh Data Use this button to incorporate any additions deletions or changes made to the company list or changes made to individual slips since the Printing Adjustment Report window was opened Printing Edit List Reports A complete edit listing of all the slips can be produced for all

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