Edit Slip Data
From the Home Screen use: 3. Forms and Data > Make Global Changes > Edit Slip Data
From the Menu use: Tools > Global Changes > Slip Information
Use this tool to modify or initialize data common across slips of any return type existing for any combination of companies in the current data file.
Changes made using this tool CAN NOT be undone; we recommend that you use “Backup Data File” to create a backup of your data file before proceeding.
Global Changes - Edit Slip Data
Use the Company Selection dialog to select the companies for which to prepare reports.
Slips to be Changed
Select All - Selects all return types; ALL slips in ALL selected return types will be changed
Clear All - Clears the selection
Options
Select any one of the options below to apply your desired change across all slips of all selected return types for all selected companies in the current data file.
Change tax year to - The year on all selected slips will be changed to the indicated year when this box is checked
Change T4 province of employment - The province of employment on all selected slips will be changed to the indicated province of employment when this box is checked
Initialize slips (zero amounts, remove “Amended” etc.) - All selected slips will be initialized to contain only name and address information when this box is checked
Fix EI insurable earnings on T4s - Set EI insurable earnings to the lesser of Employment Income (Box 14) and Maximum EI Earnings ($1,077.48) on all selected T4 slips when this box is checked
- Also clear any existing overrides - Clear all user entered overrides of EI data when this box is checked
Fix CPP-QPP pensionable earnings on T4s - Set CPP pensionable earnings the lesser of Employment Income (Box 14) and Maximum CPP Earnings ($4,034.10) on all selected T4s when this box is checked
- Also clear any existing overrides - Clear all user entered overrides of EI data when this box is checked
__Fix CPP-QPP pensionable earnings on Relevé 1s - Set QPP pensionable earnings to the lesser of Employment Income (Box A) and Maximum QPP Earnings ($4,339.20) on all selected Relevé 1s when this box is checked
NOTE: QPP pensionable earnings will be overwritten on all selected Relevé 1s that are not QPP exempt.
Change slip type to - The slip type will be changed to Original, Amended or Cancelled, as indicated, for all selected slps when this box is checked
Change Optional text to - The Text at top field on all selected slips will be changed as indicated when this box is checked
Set invalid SINs to 000-000-000 - All invalid and missing SINs will be set to 000-000-000 for all selected slips when this box is checked
Set email consent to - Email consent will be set to Yes or No, as indicated, for all selected slips when this box is checked; email consent is used by eForms Enterprise only
Format postal codes with spaces - All postal codes will be formatted to include a space between the first and final character groups (eg. A1B 2C3) for all selected slips when this box is checked
Change dental codes to - Email consent will be set as indicated, for all selected slips when this box is checked
Buttons
Backup Data File - Changes made using this tool CAN NOT be undone; we recommend that you use “Backup Data File” to create a backup of your data file before proceeding
Apply - Apply the selected option to ALL slips of all selected return types for ALL selected companies in the current data file