From 2016 SimplePay clients will complete Year End filing with TaxSlips Add-On.
All T4, T4A and RL-1 screens in Compliance menu have been replaced with this add-on
In this guide you will complete the following steps:
Activate TaxSlips Add-on
Transfer Year End data to TaxSlips
Activate TaxSlips Add-on
You can activate your account on TaxSlips in just couple of Clicks
Load any T4, T4A, RL-1 screen and select year as 2016
You will be redirected to TaxSlips add-on screen
Agree terms and conditions and press Activate TaxSlips Add-On button, and your account will be activated on TaxSlips
You will receive an email with a link to set your account password, phone number and SIN.
Request will be sent to TaxSlips administrator to verify and Activate your account
Once TaxSlips administrator activates your account, you will receive Account Activation email.
Once you received activation email you can login to your TaxSlips account at TaxSlips
You can view your company on the dashboard.
TIP:
If you have multiple companies under your SimplePay account, you will have to press Activate TaxSlips Add-On button in each company, and it will be linked to your email address.
Transfer Year End data to TaxSlips
Once you have activated your account on TaxSlips, API keys will be populated and you can export your year end data to TaxSlips
In SimplePay, Export Data button will be enabled in TaxSlips add-on screen
You must unmask your sensitive data (from lock icon in menu) and then you can export data.
Make sure all data is complete in SimplePay i.e. payroll, remittance and year to date data if required.
Contact/Issuer & Owner should be created in SimplePay > Company Setup screen before data export.
Every time you export data in same account, it will overwrite data in TaxSlips.
Once data is transferred in TaxSlips, you can view and make changes and file from TaxSlips