Wiki source code of Processing
Last modified by Peytience S on 2023/11/02 17:18
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| author | version | line-number | content |
|---|---|---|---|
| 1 | * **First select the appropriate report from your "Federal Form Selector" inside the Accounting Software.** | ||
| 2 | ** Getting there is different for each individual accounting software. Please consult with them for assistance getting to the **"Form Selection"** window. | ||
| 3 | ** Make sure to **set the correct year** for the filing and** set any thresholds** available within the software. For example, if there is a particular minimum limit to set for vendors to appear on the report. When this is complete, the report can be run. | ||
| 4 | |||
| 5 | * (% style="background-color:#ffffff; box-sizing:border-box; color:#333333; font-family:~"Open Sans~",~"Helvetica Neue~",Helvetica,Helvetica,Arial,sans-serif; font-size:medium; font-style:normal; font-variant-ligatures:normal; font-weight:400; line-height:1.6; list-style-position:outside; margin-bottom:13px; margin-left:11px; padding:0px; text-align:start; text-decoration-color:initial; text-decoration-style:initial; text-decoration-thickness:initial; white-space:normal" %)**The first section that will appear is the "T4/T5018 Setup" wizard. ** | ||
| 6 | ** This section will have you(% style="background-color:#ffffff; box-sizing:border-box; color:#008897; font-family:~"Open Sans~",~"Helvetica Neue~",Helvetica,Helvetica,Arial,sans-serif; font-size:medium; font-style:normal; font-variant-ligatures:normal; font-weight:400; line-height:1.6; list-style-position:outside; margin-bottom:13px; margin-left:11px; padding:0px; text-align:start; text-decoration-color:initial; text-decoration-style:initial; text-decoration-thickness:initial; white-space:normal" %)**review and confirm information**(% style="background-color:#ffffff; box-sizing:border-box; color:#333333; font-family:~"Open Sans~",~"Helvetica Neue~",Helvetica,Helvetica,Arial,sans-serif; font-size:medium; font-style:normal; font-variant-ligatures:normal; font-weight:400; line-height:1.6; list-style-position:outside; margin-bottom:13px; margin-left:11px; padding:0px; text-align:start; text-decoration-color:initial; text-decoration-style:initial; text-decoration-thickness:initial; white-space:normal" %) (%%)about the company. | ||
| 7 | ** This section also includes the **ability to merge multiple data files(% style="font-family:Open Sans,Helvetica Neue,Helvetica,Helvetica,Arial,sans-serif" %) (%%)**together. | ||
| 8 | |||
| 9 | [[image:Processing_01.png||alt="https://www.aatrix.com/files/6814/2308/5212/Processing_01.png"]] | ||
| 10 | |||
| 11 | //**Note: **All data files for that share a Business number and location code, must be merged together prior to eFiling. For more information on how to merge multiple data files **[[click here>>doc:Windows.Canada.Year-end, T4T5018 Questions ».Processing and Form Introduction.Merging Multiple Databases.WebHome]].**// | ||
| 12 | |||
| 13 | * (% style="background-color:#ffffff; box-sizing:border-box; color:#333333; font-family:~"Open Sans~",~"Helvetica Neue~",Helvetica,Helvetica,Arial,sans-serif; font-size:medium; font-style:normal; font-variant-ligatures:normal; font-weight:400; line-height:1.6; list-style-position:outside; margin-bottom:13px; margin-left:11px; padding:0px; text-align:start; text-decoration-color:initial; text-decoration-style:initial; text-decoration-thickness:initial; white-space:normal" %)**After getting through the "Setup Wizard", the "Preparer" will appear next. ** | ||
| 14 | ** (% style="background-color:#ffffff; box-sizing:border-box; color:#333333; font-family:~"Open Sans~",~"Helvetica Neue~",Helvetica,Helvetica,Arial,sans-serif; font-size:medium; font-style:normal; font-variant-ligatures:normal; font-weight:bold; line-height:inherit; list-style-position:outside; margin-bottom:13px; margin-left:11px; padding:0px; text-align:start; text-decoration-color:initial; text-decoration-style:initial; text-decoration-thickness:initial; white-space:normal" %)**Review**(% style="background-color:#ffffff; box-sizing:border-box; color:#333333; font-family:~"Open Sans~",~"Helvetica Neue~",Helvetica,Helvetica,Arial,sans-serif; font-size:medium; font-style:normal; font-variant-ligatures:normal; font-weight:400; line-height:1.6; list-style-position:outside; margin-bottom:13px; margin-left:11px; padding:0px; text-align:start; text-decoration-color:initial; text-decoration-style:initial; text-decoration-thickness:initial; white-space:normal" %) (%%)all of the employee/vendor information. | ||
| 15 | ** On the left side of the(% style="background-color:#ffffff; box-sizing:border-box; color:#333333; font-family:~"Open Sans~",~"Helvetica Neue~",Helvetica,Helvetica,Arial,sans-serif; font-size:medium; font-style:normal; font-variant-ligatures:normal; font-weight:400; line-height:1.6; list-style-position:outside; margin-bottom:13px; margin-left:11px; padding:0px; text-align:start; text-decoration-color:initial; text-decoration-style:initial; text-decoration-thickness:initial; white-space:normal" %) (% style="background-color:#ffffff; box-sizing:border-box; color:#333333; font-family:~"Open Sans~",~"Helvetica Neue~",Helvetica,Helvetica,Arial,sans-serif; font-size:medium; font-style:normal; font-variant-ligatures:normal; font-weight:bold; line-height:inherit; list-style-position:outside; margin-bottom:13px; margin-left:11px; padding:0px; text-align:start; text-decoration-color:initial; text-decoration-style:initial; text-decoration-thickness:initial; white-space:normal" %)**Preparer**(% style="background-color:#ffffff; box-sizing:border-box; color:#333333; font-family:~"Open Sans~",~"Helvetica Neue~",Helvetica,Helvetica,Arial,sans-serif; font-size:medium; font-style:normal; font-variant-ligatures:normal; font-weight:400; line-height:1.6; list-style-position:outside; margin-bottom:13px; margin-left:11px; padding:0px; text-align:start; text-decoration-color:initial; text-decoration-style:initial; text-decoration-thickness:initial; white-space:normal" %) (%%)will be the employee/vendor general information including their SIN, Name, Address, and any exemptions that may apply. | ||
| 16 | ** On the right side of the(% style="background-color:#ffffff; box-sizing:border-box; color:#333333; font-family:~"Open Sans~",~"Helvetica Neue~",Helvetica,Helvetica,Arial,sans-serif; font-size:medium; font-style:normal; font-variant-ligatures:normal; font-weight:400; line-height:1.6; list-style-position:outside; margin-bottom:13px; margin-left:11px; padding:0px; text-align:start; text-decoration-color:initial; text-decoration-style:initial; text-decoration-thickness:initial; white-space:normal" %) (% style="background-color:#ffffff; box-sizing:border-box; color:#333333; font-family:~"Open Sans~",~"Helvetica Neue~",Helvetica,Helvetica,Arial,sans-serif; font-size:medium; font-style:normal; font-variant-ligatures:normal; font-weight:bold; line-height:inherit; list-style-position:outside; margin-bottom:13px; margin-left:11px; padding:0px; text-align:start; text-decoration-color:initial; text-decoration-style:initial; text-decoration-thickness:initial; white-space:normal" %)**Preparer**(% style="background-color:#ffffff; box-sizing:border-box; color:#333333; font-family:~"Open Sans~",~"Helvetica Neue~",Helvetica,Helvetica,Arial,sans-serif; font-size:medium; font-style:normal; font-variant-ligatures:normal; font-weight:400; line-height:1.6; list-style-position:outside; margin-bottom:13px; margin-left:11px; padding:0px; text-align:start; text-decoration-color:initial; text-decoration-style:initial; text-decoration-thickness:initial; white-space:normal" %) (%%)will be the employee/vendors financial data including income, contributions, premiums, and other pertinent data for the report. | ||
| 17 | ** You may expand either the left or right section of the(% style="background-color:#ffffff; box-sizing:border-box; color:#333333; font-family:~"Open Sans~",~"Helvetica Neue~",Helvetica,Helvetica,Arial,sans-serif; font-size:medium; font-style:normal; font-variant-ligatures:normal; font-weight:400; line-height:1.6; list-style-position:outside; margin-bottom:13px; margin-left:11px; padding:0px; text-align:start; text-decoration-color:initial; text-decoration-style:initial; text-decoration-thickness:initial; white-space:normal" %) (% style="background-color:#ffffff; box-sizing:border-box; color:#333333; font-family:~"Open Sans~",~"Helvetica Neue~",Helvetica,Helvetica,Arial,sans-serif; font-size:medium; font-style:normal; font-variant-ligatures:normal; font-weight:bold; line-height:inherit; list-style-position:outside; margin-bottom:13px; margin-left:11px; padding:0px; text-align:start; text-decoration-color:initial; text-decoration-style:initial; text-decoration-thickness:initial; white-space:normal" %)**Preparer**(% style="background-color:#ffffff; box-sizing:border-box; color:#333333; font-family:~"Open Sans~",~"Helvetica Neue~",Helvetica,Helvetica,Arial,sans-serif; font-size:medium; font-style:normal; font-variant-ligatures:normal; font-weight:400; line-height:1.6; list-style-position:outside; margin-bottom:13px; margin-left:11px; padding:0px; text-align:start; text-decoration-color:initial; text-decoration-style:initial; text-decoration-thickness:initial; white-space:normal" %) (%%)by clicking and dragging the vertical divider. | ||
| 18 | ** To go back to the Setup wizard, click(% style="background-color:#ffffff; box-sizing:border-box; color:#333333; font-family:~"Open Sans~",~"Helvetica Neue~",Helvetica,Helvetica,Arial,sans-serif; font-size:medium; font-style:normal; font-variant-ligatures:normal; font-weight:400; line-height:1.6; list-style-position:outside; margin-bottom:13px; margin-left:11px; padding:0px; text-align:start; text-decoration-color:initial; text-decoration-style:initial; text-decoration-thickness:initial; white-space:normal" %) (% style="background-color:#ffffff; box-sizing:border-box; color:#333333; font-family:~"Open Sans~",~"Helvetica Neue~",Helvetica,Helvetica,Arial,sans-serif; font-size:medium; font-style:normal; font-variant-ligatures:normal; font-weight:bold; line-height:inherit; list-style-position:outside; margin-bottom:13px; margin-left:11px; padding:0px; text-align:start; text-decoration-color:initial; text-decoration-style:initial; text-decoration-thickness:initial; white-space:normal" %)**"Edit"**(% style="background-color:#ffffff; box-sizing:border-box; color:#333333; font-family:~"Open Sans~",~"Helvetica Neue~",Helvetica,Helvetica,Arial,sans-serif; font-size:medium; font-style:normal; font-variant-ligatures:normal; font-weight:400; line-height:1.6; list-style-position:outside; margin-bottom:13px; margin-left:11px; padding:0px; text-align:start; text-decoration-color:initial; text-decoration-style:initial; text-decoration-thickness:initial; white-space:normal" %) (%%)at the top of the window and then select(% style="background-color:#ffffff; box-sizing:border-box; color:#333333; font-family:~"Open Sans~",~"Helvetica Neue~",Helvetica,Helvetica,Arial,sans-serif; font-size:medium; font-style:normal; font-variant-ligatures:normal; font-weight:400; line-height:1.6; list-style-position:outside; margin-bottom:13px; margin-left:11px; padding:0px; text-align:start; text-decoration-color:initial; text-decoration-style:initial; text-decoration-thickness:initial; white-space:normal" %) (% style="background-color:#ffffff; box-sizing:border-box; color:#333333; font-family:~"Open Sans~",~"Helvetica Neue~",Helvetica,Helvetica,Arial,sans-serif; font-size:medium; font-style:normal; font-variant-ligatures:normal; font-weight:bold; line-height:inherit; list-style-position:outside; margin-bottom:13px; margin-left:11px; padding:0px; text-align:start; text-decoration-color:initial; text-decoration-style:initial; text-decoration-thickness:initial; white-space:normal" %)**"Company Info"**(% style="background-color:#ffffff; box-sizing:border-box; color:#333333; font-family:~"Open Sans~",~"Helvetica Neue~",Helvetica,Helvetica,Arial,sans-serif; font-size:medium; font-style:normal; font-variant-ligatures:normal; font-weight:400; line-height:1.6; list-style-position:outside; margin-bottom:13px; margin-left:11px; padding:0px; text-align:start; text-decoration-color:initial; text-decoration-style:initial; text-decoration-thickness:initial; white-space:normal" %) (%%)from the drop down list. | ||
| 19 | ** Also in the(% style="background-color:#ffffff; box-sizing:border-box; color:#333333; font-family:~"Open Sans~",~"Helvetica Neue~",Helvetica,Helvetica,Arial,sans-serif; font-size:medium; font-style:normal; font-variant-ligatures:normal; font-weight:400; line-height:1.6; list-style-position:outside; margin-bottom:13px; margin-left:11px; padding:0px; text-align:start; text-decoration-color:initial; text-decoration-style:initial; text-decoration-thickness:initial; white-space:normal" %) (% style="background-color:#ffffff; box-sizing:border-box; color:#333333; font-family:~"Open Sans~",~"Helvetica Neue~",Helvetica,Helvetica,Arial,sans-serif; font-size:medium; font-style:normal; font-variant-ligatures:normal; font-weight:bold; line-height:inherit; list-style-position:outside; margin-bottom:13px; margin-left:11px; padding:0px; text-align:start; text-decoration-color:initial; text-decoration-style:initial; text-decoration-thickness:initial; white-space:normal" %)**"Edit"**(% style="background-color:#ffffff; box-sizing:border-box; color:#333333; font-family:~"Open Sans~",~"Helvetica Neue~",Helvetica,Helvetica,Arial,sans-serif; font-size:medium; font-style:normal; font-variant-ligatures:normal; font-weight:400; line-height:1.6; list-style-position:outside; margin-bottom:13px; margin-left:11px; padding:0px; text-align:start; text-decoration-color:initial; text-decoration-style:initial; text-decoration-thickness:initial; white-space:normal" %) (%%)drop down, you may insert a row or column if additional information is needed for reporting or to add additional employees/vendors to the report. | ||
| 20 | |||
| 21 | [[image:Processing_02.png||alt="Learn how to process your forms."]] | ||
| 22 | |||
| 23 | * (% style="background-color:#ffffff; box-sizing:border-box; color:#333333; font-family:~"Open Sans~",~"Helvetica Neue~",Helvetica,Helvetica,Arial,sans-serif; font-size:medium; font-style:normal; font-variant-ligatures:normal; font-weight:400; line-height:1.6; list-style-position:outside; margin-bottom:13px; margin-left:11px; padding:0px; text-align:start; text-decoration-color:initial; text-decoration-style:initial; text-decoration-thickness:initial; white-space:normal" %)**Click on the "Next Step" button at the top of the screen to advance and review each section of information in the Preparer.** | ||
| 24 | ** The **Preparer** will perform error checking on the information. If an error is found, a prompt will explain in detail. There are two types of error checks: | ||
| 25 | *** The first type of error is a **Fatal Error**. If a fatal error is found, it will cause the eFiling to be rejected by the agency, and therefore must be corrected. | ||
| 26 | *** Click the **"Ok"** button to correct these errors. Individual cells identified as erroneous will be highlighted in red. | ||
| 27 | *** The second type of error looks for other items that may or may not affect the filing to bring them to your attention. This is called a **Non-Fatal Error**. | ||
| 28 | ** In this situation, a dialog will appear stating that **warnings** were found, and affected cells will be** highlighted**. | ||
| 29 | ** To continue without correcting, select **"Yes"**, or, choose** "No"** change the information. | ||
| 30 | ** [[image:Processing_03.png||alt="Learn how to process your forms." height="274" width="497"]] | ||
| 31 | |||
| 32 | [[image:Processing_04.png||alt="Learn how to process your forms." height="274" width="494"]] | ||
| 33 | |||
| 34 | * (% style="background-color:#ffffff; box-sizing:border-box; color:#333333; font-family:~"Open Sans~",~"Helvetica Neue~",Helvetica,Helvetica,Arial,sans-serif; font-size:medium; font-style:normal; font-variant-ligatures:normal; font-weight:400; line-height:1.6; list-style-position:outside; margin-bottom:13px; margin-left:11px; padding:0px; text-align:start; text-decoration-color:initial; text-decoration-style:initial; text-decoration-thickness:initial; white-space:normal" %)**Next, the Printing and Filing Options window will appear. ** | ||
| 35 | |||
| 36 | * Pick the filing options, then click** "Next"**. Please note, accurate pricing for your account can be found by logging onto [[efileca.aatrix.com.>>https://efileca.aatrix.com.]] | ||
| 37 | \\The window will show a review of the actions that will be taken for the filing based on the options selected. Click **"Next"** when ready to proceed. | ||
| 38 | |||
| 39 | [[image:Processing_05.png||alt="Learn how to process your forms."]] | ||
| 40 | |||
| 41 | |||
| 42 | * (% style="background-color:#ffffff; box-sizing:border-box; color:#333333; font-family:~"Open Sans~",~"Helvetica Neue~",Helvetica,Helvetica,Arial,sans-serif; font-size:medium; font-style:normal; font-variant-ligatures:normal; font-weight:400; line-height:1.6; list-style-position:outside; margin-bottom:13px; margin-left:11px; padding:0px; text-align:start; text-decoration-color:initial; text-decoration-style:initial; text-decoration-thickness:initial; white-space:normal" %)**Now, the forms will load, review them and add any information in available fields if needed. ** | ||
| 43 | ** Use the** "Print"** buttons at the top to either print a copy for your records, or print the final copy for submission. | ||
| 44 | ** When you are ready to proceed to the next form click the **"Next Step"** button. | ||
| 45 | |||
| 46 | [[image:Processing_06.png||alt="Learn how to process your forms."]] | ||
| 47 | |||
| 48 | //**Note:** If you selected to eFile a report, you will only be allowed to print a copy for your records. This is to ensure there are no accidental re-submissions.// | ||
| 49 | |||
| 50 | |||
| 51 | * (% style="background-color:#ffffff; box-sizing:border-box; color:#333333; font-family:~"Open Sans~",~"Helvetica Neue~",Helvetica,Helvetica,Arial,sans-serif; font-size:medium; font-style:normal; font-variant-ligatures:normal; font-weight:400; line-height:1.6; list-style-position:outside; margin-bottom:13px; margin-left:11px; padding:0px; text-align:start; text-decoration-color:initial; text-decoration-style:initial; text-decoration-thickness:initial; white-space:normal" %)**When you click the "Next Step" button after the last report, an eFile session will start. ** | ||
| 52 | ** (% style="background-color:#ffffff; box-sizing:border-box; color:#008897; font-family:~"Open Sans~",~"Helvetica Neue~",Helvetica,Helvetica,Arial,sans-serif; font-size:medium; font-style:normal; font-variant-ligatures:normal; font-weight:400; line-height:1.6; list-style-position:outside; margin-bottom:13px; margin-left:11px; padding:0px; text-align:start; text-decoration-color:initial; text-decoration-style:initial; text-decoration-thickness:initial; white-space:normal" %)**Login**(% style="background-color:#ffffff; box-sizing:border-box; color:#333333; font-family:~"Open Sans~",~"Helvetica Neue~",Helvetica,Helvetica,Arial,sans-serif; font-size:medium; font-style:normal; font-variant-ligatures:normal; font-weight:400; line-height:1.6; list-style-position:outside; margin-bottom:13px; margin-left:11px; padding:0px; text-align:start; text-decoration-color:initial; text-decoration-style:initial; text-decoration-thickness:initial; white-space:normal" %) (%%)using the Username and Password for the Aatrix Account. | ||
| 53 | ** In the eFile session you will pay for the filing(% style="background-color:#ffffff; box-sizing:border-box; color:#333333; font-family:~"Open Sans~",~"Helvetica Neue~",Helvetica,Helvetica,Arial,sans-serif; font-size:medium; font-style:normal; font-variant-ligatures:normal; font-weight:400; line-height:1.6; list-style-position:outside; margin-bottom:13px; margin-left:11px; padding:0px; text-align:start; text-decoration-color:initial; text-decoration-style:initial; text-decoration-thickness:initial; white-space:normal" %) (% style="background-color:#ffffff; box-sizing:border-box; color:#999999; font-family:~"Open Sans~",~"Helvetica Neue~",Helvetica,Helvetica,Arial,sans-serif; font-size:medium; font-style:normal; font-variant-ligatures:normal; font-weight:400; line-height:1.6; list-style-position:outside; margin-bottom:13px; margin-left:11px; padding:0px; text-align:start; text-decoration-color:initial; text-decoration-style:initial; text-decoration-thickness:initial; white-space:normal" %)//(if applicable)//(%%), and(% style="background-color:#ffffff; box-sizing:border-box; color:#333333; font-family:~"Open Sans~",~"Helvetica Neue~",Helvetica,Helvetica,Arial,sans-serif; font-size:medium; font-style:normal; font-variant-ligatures:normal; font-weight:400; line-height:1.6; list-style-position:outside; margin-bottom:13px; margin-left:11px; padding:0px; text-align:start; text-decoration-color:initial; text-decoration-style:initial; text-decoration-thickness:initial; white-space:normal" %) (% style="background-color:#ffffff; box-sizing:border-box; color:#008897; font-family:~"Open Sans~",~"Helvetica Neue~",Helvetica,Helvetica,Arial,sans-serif; font-size:medium; font-style:normal; font-variant-ligatures:normal; font-weight:400; line-height:1.6; list-style-position:outside; margin-bottom:13px; margin-left:11px; padding:0px; text-align:start; text-decoration-color:initial; text-decoration-style:initial; text-decoration-thickness:initial; white-space:normal" %)**select dates**(% style="background-color:#ffffff; box-sizing:border-box; color:#333333; font-family:~"Open Sans~",~"Helvetica Neue~",Helvetica,Helvetica,Arial,sans-serif; font-size:medium; font-style:normal; font-variant-ligatures:normal; font-weight:400; line-height:1.6; list-style-position:outside; margin-bottom:13px; margin-left:11px; padding:0px; text-align:start; text-decoration-color:initial; text-decoration-style:initial; text-decoration-thickness:initial; white-space:normal" %) (%%)for report submission. | ||
| 54 | ** At the end of the eFile session there will be a **"Submit"** button. | ||
| 55 | ** After clicking** "Submit"**, you will receive confirmation that Aatrix received the eFiling and get an **AFID **//(Aatrix Filing Identification) //number. | ||
| 56 | ** An email will also be sent to the contact on file with a **confirmation** of the eFiling. | ||
| 57 | |||
| 58 | [[image:Processing_07.png||alt="Learn how to process your forms."]] | ||
| 59 | |||
| 60 | |||
| 61 | ---- | ||
| 62 | |||
| 63 | == Related Pages: == | ||
| 64 | |||
| 65 | === [[Preparer Functions>>doc:Windows.Canada.Year-end, T4T5018 Questions ».Processing and Form Introduction.Preparer Functions.WebHome]] === | ||
| 66 | |||
| 67 | Learn more about the Preparer's functions. | ||
| 68 | |||
| 69 | |||
| 70 | === [[eFiling Cutoff Dates>>doc:Windows.Canada.Year-end, T4T5018 Questions ».Processing and Form Introduction.eFiling Cutoff Dates.WebHome]] === | ||
| 71 | |||
| 72 | Read about eFiling Cutoff dates. | ||
| 73 | |||
| 74 | |||
| 75 | === [[Incorrect Information on Forms>>doc:Windows.Canada.Year-end, T4T5018 Questions ».Processing and Form Introduction.Incorrect Information on Forms ».WebHome]] === | ||
| 76 | |||
| 77 | Learn about what you can do when information is incorrectly generated on forms. | ||
| 78 | |||
| 79 | |||
| 80 | === [[Finding the Form Selection Screen>>doc:Windows.Canada.Year-end, T4T5018 Questions ».Processing and Form Introduction.Finding the Form Selection Screen.WebHome]] === | ||
| 81 | |||
| 82 | Learn where you can find T4's and T5018's in your accouting/payroll software. |