Wiki source code of T4/T5018 Corrections
Last modified by Peytience S on 2023/11/02 17:32
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1 | If a filing has been submitted and an error has been found, re-open the **T4/T5018 Preparer** from the accounting software by following the steps below. | ||
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3 | * First, access the **"History"** of the filing to process any corrections; this can be done one of two ways. | ||
4 | ** **Option 1:** To access the history for T4/T5018s, **select the report** from the Form Selection window. | ||
5 | ** **Option 2:** You may also choose the existing reports or form type** "History"**. Then select **"OK"**, **"Accept"**, **"Next"**, **"Generate"**, or **"Process"** | ||
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7 | ****The **Open Reports** window will appear. Here, select the **Record Copy** of the T4/T5018 filing for the appropriate year. You will see the status of **"Record"** under the Status column. Once the Record copy is selected, choose to **"Edit"** the report. | ||
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9 | [[image:T4-T5018_Corrections_01.png||alt="Learn how you can correct already completed filings." height="488" width="649"]] | ||
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12 | * Once at the **History File Options** dashboard, you will see a radio button beside the option, **"Correct Completed"**. | ||
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14 | Choose this option and then click **"Next"**. | ||
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16 | [[image:T4-T5018_Corrections_02.png||alt="Learn how you can correct already completed filings." height="586" width="625"]] | ||
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19 | * **The Preparer will display.** Here you can change the employee/recipient information. Any data you change will cause the cell values to turn blue and the far left row number of the employee's name will turn green. | ||
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21 | //**Note: **All the same error checking performed in the **Preparer** applies again just as the first time around.// | ||
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23 | // // | ||
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25 | * To change any company information, like account numbers, go to the **"Edit"** menu located in the top left corner and choose **"Company Info"**. Once any changes are made, click **"Next"** until the company setup closes. | ||
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27 | **For additional information:** | ||
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29 | * [[Preparer Functions>>doc:Windows.Canada.Year-end, T4T5018 Questions ».Processing and Form Introduction.Preparer Functions.WebHome]] | ||
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31 | [[image:T4-T5018_Corrections_03.png||alt="Learn how you can correct already completed filings." height="243" width="441"]] | ||
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34 | * When you have completed all changes and click **"Next Step"**, the action list will appear. | ||
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36 | The action list is created based upon the type of T4/T5018 copies previously completed, what you changed in the Preparer and T4/T5018 filing wizard, and the current status of the eFiling. All this information is compiled through the software to determine what forms need to be completed for the corrections made. | ||
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38 | [[image:T4-T5018_Corrections_04.png||alt="Learn how you can correct already completed filings." height="487" width="651"]] | ||
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41 | * After the action list, the **Forms Viewer** populates. The forms will begin to display in the same order as on the action list. | ||
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43 | //**Note: **Depending on what has and hasn't been processed, it will determine the forms to display.// | ||
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45 | // // | ||
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47 | * After the **Forms Viewer**, the **eFile wizard** will appear. | ||
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49 | Enter the **username** and **password** to eFile and submit the corrections. | ||
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51 | [[image:T4-T5018_Corrections_05.png||alt="Learn how you can correct already completed filings." height="461" width="556"]] | ||
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54 | * There will be a **new AFID** for the corrections. | ||
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56 | [[image:T4-T5018_Corrections_06.png||alt="Learn how you can correct already completed filings." height="459" width="555"]] | ||
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58 | //**Note:** If the eFile Center has not submitted the filing to the agency, there is no charge to send a replacement filing. If the filing has been submitted, there is a charge per corrected employee only.// | ||
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61 | ---- | ||
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63 | == Related Pages: == | ||
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65 | === [[Saving and History>>doc:Windows.Canada.Year-end, T4T5018 Questions ».History, Saving, and Corrections.Saving and History.WebHome]] === | ||
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67 | Learn how to save your work in progress and access your history. |