Versions Compared

Old Version 4

changes.mady.by.user Marianne Desrosiers

Saved on

compared with

New Version Current

changes.mady.by.user Marianne Desrosiers

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Procedure for exporting data to the Taxprep software

INTRODUCTION

This function allows the user to export in a text file (csv), the income of agents for a given period. Then, just You can import the generated file into the software TaxPrep Forms . Thus, This software makes it possible can be used to produce T4A and Relevé 1.PLEASE NOTE: if

Note

If you are doing T4As for incorporated agents, the federal company number will appear if in the agent's profile, the "Company Name" field is completed. The broker’s social insurance number is present for the portion of his income before his company name is added.

Info

If you have

...

a small number of agents, it is possible to produce your T4A and Relevé 1 documents directly on the websites of the provincial and federal governments.

T4A: https://www.canada.ca/en/revenue-agency/services/forms-publications/forms/t4a.html

Relevé 1: https://www.revenuquebec.ca/en/businesses/source-deductions-and-employer-contributions/filing-rl-slips-and-the-rl-1-summary-general-rules/rl-1-slip-employment-and-other-income/how-to-complete-the-rl-1-slip-box-by-box-instructions/

BEFORE EXPORTING

We recommand you primt print the agents income reports and have them approve the amounts before doing the TaxPrep export. To print this list, go to: Reports> Non-agent brokers> Income

...


PROCEDURE

1. Go to Accounting> Export> Taxprep (T4A) and click on the Create a Taxprep file

...

Note

Make sure you have a social insurance number for each of your agents.

...

5. Back to the interactive report page, download the saved Taxprep.csv file using the green arrow and save it on your computer.

...

TAXPREP SOFTWARE

  1. Open TaxPrep

  2. Complete the information of your company (Client ID: other than individual)

  3. Select: File - Import Files

  4. Select :T4A / RL-1 / RL-2 Entry screen - Income from pension or other sources

  5. Click on "Browse" to retrieve your file exported from NexOne Office

  6. Enter the comma (',') as a separator

  7. Click on "Next". You can thus link each of the fields manually with the icon circled on the image ("Link" button) OR use the Taxprep template that we have prepared by clicking on the yellow form next to the "Link" button

Download Downlaod the Taxprep NexOne templateTaxPrep template:

https://laukencorp.sharepoint.com/sites/NexoneExternal/Shared Documents/Forms/AllItems.aspx?id=%2Fsites%2FNexoneExternal%2FShared Documents%2FTaxprep&p=true&originalPath=aHR0cHM6Ly9sYXVrZW5jb3JwLnNoYXJlcG9pbnQuY29tLzpmOi9zL05leG9uZUV4dGVybmFsL0VpNUljLTl6WlNOR2lidE1iaHphYnlrQlgtajBFZGFCcFhmMjdnODBnRlNkaFE_cnRpbWU9Rm5VczAzeXkyRWc

Info

Note that the file is compressed with the .zip extension. You must extract the Taxprep BMDL.eim file that is included inside the .zip.

...