AvanTax eForms

Production Release (2019.1.2.123)

March 3, 2020


March 3, 2020 (Production Release 2019.1.2.123)

1 We have updated the T5013 Schedule 8 to the 2019 version. The T5013 partnership schedules are included in eForms Enterprise.

Feburary 27, 2020 (Production Release 2019.1.2.121)

2 This release is optional for all users. It may apply if you prepare T2202 slips. This release allows you to prepare individual T2202 slip PDFS using the SIN as the password. It also makes available a function so invalid SIN numbers on the T2202 can be zeroed out on demand. This new release also clears up some spurious warnings generated during the creation of the XML.

Feburary 10, 2020 (Production Release 2019.1.2.117)

1 We corrected a problem with the printing of the T2202 Slip where the filer account number (Box 15) was being printed on the student copy. CRA requires that this field be left blank on all printed copies.
2 We corrected a problem with the printing of the T2200 report. The contact phone number extension was missing from the report.

Feburary 3, 2020 (Production Release 2019.1.2.115)

1 The import from 2019 RL-3 XML files did not properly import the interest from Canadian Sources amount.
2 The import from 2019 T5 and T5008 XML files did not properly import the SIN or business number fields.
3 We corrected an issue with the preparation of the T5008 XML file. A critical error was shown during the XML creation for T5008 slips issued to a trust even if the data was entered correctly.

January 24, 2020 (Production Release 2019.1.2.113)

1 We corrected a problem on the printed T2202 slip where the filer account number (Box 15) would have been left blank or filled with the school's regular account number (RP Number) instead of the expected RZ number.

Please install eForms release 113 before printing your T2202 slips.

As a work around, you may also go to Company/Company Setup and fill in the 'Account Number' field with your RZ number. You will also have to fill in the field marked 'Account number for T2202 (RZ)' with that same number.

The XML preparation is not affected by this issue. It is produced without errors.

January 6, 2020 (Production Release 2019.1.2.111)

1 We corrected a problem in the Lite and Basic versions of eForms where the word 'SIGNATURE' printed on the bottom of several CRA and RQ summary forms.

December 20, 2019 (Production Release 2019.1.2.110)

1 All forms and XML output have been updated to the 2019 version where applicable.

December 9, 2019 (Pre-Production Release 2019.1.1.107)

1 Revenue Quebec has issued an updated rate for the calculation of the dividend tax credit on RL-3, RL-16 and RL-25 slips. Installing this new release will update the rates in your copy of eForms. This is the only change made in this release of eForms. As an alternative to installing this update you may change the rate manually by following the instructions shown here.

October 9, 2019 (Pre-Production Release 2019.1.1.104)

1 This release of AvanTax eForms has been issued to showcase several new features we recently added. It is an optional update. The rates and constants reflect 2019 legislation and all forms printing / XML output is still in 2018 format but may be used for filing 2019 returns.
2 CRA has announced that for tax years 2019 and later, the T2202A form will be replaced with the T2202 (Tuition and Enrolment Certificate). This form is similar to the original T2202A with the exception of the following:
  • The form now must be submitted to CRA. In the past the T2202A was distributed to the student only. Now it must be also be submitted to CRA
  • Additional information must be collected from the student. Specifically, the students S.I.N. must be included on the form.
The T2202 form has now been added to AvanTax eForms. The current release allows you to input data for this form and print, but you will not be able to produce the XML for electronic submission until the early January release.
3 We have introduced several changes that will improve forms processing. See the user guide for details on how to access these new features.
  • Print a watermark across any form;
  • Large print jobs can be divided into multiple smaller batches;
  • Print a certification signature on summary forms (eForms Standard and Enterprise only;
  • Use your own template PDF to print customized versions of any form. Data positioning cannot be changed, but you can use your own form template. (eForms Enterprise)
  • Print a corporate logo on any included form (eForms Enterprise only);
  • Email slips to a subset of recipients (eForms Enterprise only)

May 24, 2019 (Pre-Production Release 2019.1.1.101)

1 All rates and constants have been updated for the 2019 taxation year.
2 Data may be rolled forward from the 2018 AvanTax eForms.
3 All forms printing / XML output is in 2018 format, but may be used for filing 2019 returns.
 

The remainder of this document contains information on the following topics:

  Contact Information for ELM Computer Systems
  Converting Prior Year Program and User Settings
  System Requirements
  Installing AvanTax eForms
  Network Installation
  Registering AvanTax eForms
  Installing Adobe Acrobat Reader
  History of AvanTax eForms releases

Contact Information for ELM Computer Systems


  Toll Free: 1-800-268-3211
Toronto: (416) 495-1624
French support: (514) 499-9669
  Fax Number: (416) 495-0044
  E-Mail: support@avantax.ca
  Website: www.avantax.ca
  Mailing address: ELM Computer Systems Inc.
502 Gordon Baker Road
North York, Ontario M2H 3B4


Converting Prior Year Program and User Settings

Your tax slip data can be rolled forward from AvanTax eForms 2019 by selecting Convert Last Year's Databases from the Tools menu or Convert a 2018 Database from the File menu.  AvanTax eForms does not automatically import user settings from the previous year's software during the installation process.  You may use Import User Information from Last Year's Program in the Tools menu to import user information.

System Requirements

AvanTax eForms is designed for and tested on the following Windows platforms:  Windows 7, Windows 8 and Windows 10.

The Microsoft .NET Framework Version 4.0 or higher must be installed on the computer. If, during program installation, a Network Administrator Installation is selected, the .NET Framework installation package will be copied to the network location and will be installed if required when NETNODE.EXE is run. If a Workstation Installation is selected and the Framework is not installed, you will be prompted to download the .NET Framework installation  package from the Internet.

Installing AvanTax eForms

If you downloaded the install file (eForms2019Setup.exe) from www.avantax.ca, simply run it and follow the instructions. If you are installing from a CD, insert the CD and wait a few seconds for the setup program to start up. If it does not start automatically, run D:SETUP.EXE (replacing D: with the drive letter of your CD drive). Follow the on-screen instructions.  If you are running Windows 7, Windows 8 or Windows 10, you may have to right click on the installation file and select "Run as administrator" to start the installation.

Network Installation

If you want to run AvanTax eForms from more than one workstation, you can do a Workstation installation on each computer, but for ease of installation and centralizing subsequent program updates, it is recommended that you install the program on a network drive where it can be accessed by all network users. This type of installation is called a Network Administrator installation.

When you start the installation, select "Network Administrator" as the type of installation and complete the installation to a network drive. Then run NETNODE.EXE from each workstation to install the program on the workstations. A shortcut will be created on the workstation's desktop and in the Start menu.

When installed as a "node", AvanTax eForms can also run in off-line mode, which allows laptop users to run the program when out of the office (accessing local data and user settings), and then reconnect to the network when back in the office.

Registering AvanTax eForms

To register this copy of the program, simply enter the unique authorization code issued to you by ELM Computer Systems. Until this code is entered, the program will print "VOID" on the slips and summaries, and some of the features of AvanTax eForms Standard or Enterprise will be unavailable. You may continue to use AvanTax eForms without registering the program. All the data you enter will be saved. The opportunity to register will be available every time you start the program until registration has been completed.

Installing Adobe Acrobat Reader

AvanTax eForms uses the free Adobe Acrobat Reader for viewing and printing returns (slips and summaries). You must have Acrobat 5.x or above. To install or upgrade Acrobat Reader you may download Acrobat Reader from Adobe's website http://get.adobe.com/reader.   If you have difficulty downloading or installing the software, visit Adobe's website at www.adobe.com.

History of AvanTax eForms releases

 

- No additional information at this time


AvanTax eForms is developed and supported by ELM Computer Systems, Inc. 
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