eForms Start to Finish


Here is a quick list of the steps to follow to get you started in using eForms to prepare your return:


1.Obtain eForms by:
ordering through the online store: https://www.avantax.ca/store/store.aspx?st=T4 (a credit card will be required)
faxing a completed order form to us at 416 495 0044,
contacting ELM Computer Systems Inc.

Tel (GTA): 416 495 1624

Toll Free: 800 268 3211

Email: support@elmcomputers.com

downloading the eForms installation file from the eForms download page:eForms Downloads
2.Follow the installation instructions to install eForms
3.Create a database if no 2011 database will be rolled forward to the 2012 eForms. (Once you create a database you must create a company before you can begin to enter slip information; summaries will be calculated as slips are entered.)
4.Enter data into the database by either:
rolling data forward from the 2011 eForms,
importing data from a CSV, XLS, XLSX or XML file,
or entering the data manually.
5.Print an Edit List to check data for errors and correct as necessary.
6.Run the Adjustment Report, if desired, to calculate CPP/QPP/PPIP & EI for T4 and RL-1 slips.
7.Prepare the XML file (required for submissions of 50 slips or more).
8.Prepare any necessary paper slips and paper summaries (for the recipients, submissions of fewer than 50 slips and/or records keeping).
9.Submit the return(s) to the CRA or RQ as appropriate and record any submission confirmation information.
10.Archive your data for re-issuing lost slips or (gasp!) subsequent audits.