uniWIKI - User contributions [en]

Accounting Finance:T5 Slips

2025-01-21T19:24:40Z

Williamw: /* T5 Slips Transmission */

=T5 Slips=

The software to produce T5 slips is TaxCycle (Xero) and this software has to be purchased every year.

Notify IT to purchase software (around November), and submit before deadline (around February).

[https://www.taxcycle.com/ TaxCycle website]

==T5 Slips Preparation==

To begin, open the T5 software icon.

[[File:T5 Slips Open T5.png|500px]]

Prepare an Excel import file using the template from TaxCycle.
* The template can be retrieved clicking on the '''Create Excel''' template function.

[[File:T5 Slips Create template.png|500px]]

* Retrieve worksheet from manager and prepare the data to template for import.

[[File:T5 Slips Template worksheet.png|600px]]

Categories that are used to prepare T5 slip:
* Recipient Type (eg. Corporation, Individual)
* Social Insurance Number
* Individual First Name
* Individual Last Name
* Business Name
* Business Number
* Recipient Address Line 1
* Recipient Address Line 2
* Recipient Address City
* Recipient Address Province
* Recipient Address Postal Code
* Recipient Address Country
* Footnote (eg. Eligible Class G Dividend / Promissory Notes Interest / Class E & G Premium on Redemptions)
* Actual amount of dividends other than eligible dividends [Box 10]
* Interest from Canadian Sources [Box 13]
* Actual amount of eligible dividends [Box 24]

Click on '''Excel import''' when ready.

[[File:T5 Slips Excel import.png|500px]]

To view previous templates, the files are saved on the TaxCycle directory {{unc|\\superserver.unipharm.local\Accounting\TaxCycle\|\\superserver.unipharm.local\Accounting\TaxCycle\}}

==T5 Slips Review==

Review the information (eg. business name, addresses) and amounts on the T5 slips are correct.

[[File:T5 Slips T5 Sample.png|500px]]

Review the slip total on the T5 Summary.

[[File:T5 Slips T5 Slip Summary.png|500px]]

[[File:T5 Slips T5 Box Amounts.png|500px]]

Print T5 (Hard Copy and PDF’s) and send to manager.

Note: Print a test copy prior to printing all recipient copies. Also, print using 2 pages per paper.

[[File:T5 Slips T5 Print PDF.png|250px]]

==T5 Slips Transmission==

All reviews indicated by software are required to be addressed in order to submit (eg. Common errors: Special characters are not allowed (Eg. #) and address lines cannot exceed 30 characters.

When the file is ready for transfer, choose options under file to click on '''Slips Accounts'''. Enter '''Account Number''' and '''Web Access Code'''. 'Transmitter Number' can be empty and software will assign a number.

'''Account Number''': 105448567RZ0001

'''Web Access Code''': D00Z42

[[File:T5 Slips Slip Accounts.png|500px]]

[[File:T5 Slips Slip Accounts 2.png|500px]]

Click “Agree” to continue with T5 submission.

[[File:T5 Slips Internet file transfer.png|500px]]

Once T5 have been submitted, save a PDF copy that confirms the T5 submission.

The XML file can be saved in '''History''' under '''File'''. Click on the icon at the far right to save XML file.

[[File:T5 Slips XML save file.png|500px]]

Accounting Finance:T5 Slips

2025-01-21T19:24:11Z

Williamw: /* T5 Slips Transmission */

=T5 Slips=

The software to produce T5 slips is TaxCycle (Xero) and this software has to be purchased every year.

Notify IT to purchase software (around November), and submit before deadline (around February).

[https://www.taxcycle.com/ TaxCycle website]

==T5 Slips Preparation==

To begin, open the T5 software icon.

[[File:T5 Slips Open T5.png|500px]]

Prepare an Excel import file using the template from TaxCycle.
* The template can be retrieved clicking on the '''Create Excel''' template function.

[[File:T5 Slips Create template.png|500px]]

* Retrieve worksheet from manager and prepare the data to template for import.

[[File:T5 Slips Template worksheet.png|600px]]

Categories that are used to prepare T5 slip:
* Recipient Type (eg. Corporation, Individual)
* Social Insurance Number
* Individual First Name
* Individual Last Name
* Business Name
* Business Number
* Recipient Address Line 1
* Recipient Address Line 2
* Recipient Address City
* Recipient Address Province
* Recipient Address Postal Code
* Recipient Address Country
* Footnote (eg. Eligible Class G Dividend / Promissory Notes Interest / Class E & G Premium on Redemptions)
* Actual amount of dividends other than eligible dividends [Box 10]
* Interest from Canadian Sources [Box 13]
* Actual amount of eligible dividends [Box 24]

Click on '''Excel import''' when ready.

[[File:T5 Slips Excel import.png|500px]]

To view previous templates, the files are saved on the TaxCycle directory {{unc|\\superserver.unipharm.local\Accounting\TaxCycle\|\\superserver.unipharm.local\Accounting\TaxCycle\}}

==T5 Slips Review==

Review the information (eg. business name, addresses) and amounts on the T5 slips are correct.

[[File:T5 Slips T5 Sample.png|500px]]

Review the slip total on the T5 Summary.

[[File:T5 Slips T5 Slip Summary.png|500px]]

[[File:T5 Slips T5 Box Amounts.png|500px]]

Print T5 (Hard Copy and PDF’s) and send to manager.

Note: Print a test copy prior to printing all recipient copies. Also, print using 2 pages per paper.

[[File:T5 Slips T5 Print PDF.png|250px]]

==T5 Slips Transmission==

Prior to submitting, all the reviews are required to be addressed in order to submit (eg. Common errors: Special characters are not allowed (Eg. #) and address lines cannot exceed 30 characters.

When the file is ready for transfer, choose options under file to click on '''Slips Accounts'''. Enter '''Account Number''' and '''Web Access Code'''. 'Transmitter Number' can be empty and software will assign a number.

'''Account Number''': 105448567RZ0001

'''Web Access Code''': D00Z42

[[File:T5 Slips Slip Accounts.png|500px]]

[[File:T5 Slips Slip Accounts 2.png|500px]]

Click “Agree” to continue with T5 submission.

[[File:T5 Slips Internet file transfer.png|500px]]

Once T5 have been submitted, save a PDF copy that confirms the T5 submission.

The XML file can be saved in '''History''' under '''File'''. Click on the icon at the far right to save XML file.

[[File:T5 Slips XML save file.png|500px]]

Accounting Finance:T5 Slips

2025-01-21T18:31:16Z

Williamw: /* T5 Slips */

=T5 Slips=

The software to produce T5 slips is TaxCycle (Xero) and this software has to be purchased every year.

Notify IT to purchase software (around November), and submit before deadline (around February).

[https://www.taxcycle.com/ TaxCycle website]

==T5 Slips Preparation==

To begin, open the T5 software icon.

[[File:T5 Slips Open T5.png|500px]]

Prepare an Excel import file using the template from TaxCycle.
* The template can be retrieved clicking on the '''Create Excel''' template function.

[[File:T5 Slips Create template.png|500px]]

* Retrieve worksheet from manager and prepare the data to template for import.

[[File:T5 Slips Template worksheet.png|600px]]

Categories that are used to prepare T5 slip:
* Recipient Type (eg. Corporation, Individual)
* Social Insurance Number
* Individual First Name
* Individual Last Name
* Business Name
* Business Number
* Recipient Address Line 1
* Recipient Address Line 2
* Recipient Address City
* Recipient Address Province
* Recipient Address Postal Code
* Recipient Address Country
* Footnote (eg. Eligible Class G Dividend / Promissory Notes Interest / Class E & G Premium on Redemptions)
* Actual amount of dividends other than eligible dividends [Box 10]
* Interest from Canadian Sources [Box 13]
* Actual amount of eligible dividends [Box 24]

Click on '''Excel import''' when ready.

[[File:T5 Slips Excel import.png|500px]]

To view previous templates, the files are saved on the TaxCycle directory {{unc|\\superserver.unipharm.local\Accounting\TaxCycle\|\\superserver.unipharm.local\Accounting\TaxCycle\}}

==T5 Slips Review==

Review the information (eg. business name, addresses) and amounts on the T5 slips are correct.

[[File:T5 Slips T5 Sample.png|500px]]

Review the slip total on the T5 Summary.

[[File:T5 Slips T5 Slip Summary.png|500px]]

[[File:T5 Slips T5 Box Amounts.png|500px]]

Print T5 (Hard Copy and PDF’s) and send to manager.

Note: Print a test copy prior to printing all recipient copies. Also, print using 2 pages per paper.

[[File:T5 Slips T5 Print PDF.png|250px]]

==T5 Slips Transmission==

When the file is ready for transfer, choose options under file to click on '''Slips Accounts'''. Enter '''Account Number''' and '''Web Access Code'''. 'Transmitter Number' can be empty and software will assign a number.

'''Account Number''': 105448567RZ0001

'''Web Access Code''': D00Z42

[[File:T5 Slips Slip Accounts.png|500px]]

[[File:T5 Slips Slip Accounts 2.png|500px]]

Click “Agree” to continue with T5 submission.

[[File:T5 Slips Internet file transfer.png|500px]]

Once T5 have been submitted, save a PDF copy that confirms the T5 submission.

The XML file can be saved in '''History''' under '''File'''. Click on the icon at the far right to save XML file.

[[File:T5 Slips XML save file.png|500px]]

Accounting Finance:T5 Slips

2025-01-21T18:29:24Z

Williamw:

=T5 Slips=

The software to produce T5 slips is TaxCycle (Xero) and this software has to be purchased every year.

[https://www.taxcycle.com/ TaxCycle website]

==T5 Slips Preparation==

To begin, open the T5 software icon.

[[File:T5 Slips Open T5.png|500px]]

Prepare an Excel import file using the template from TaxCycle.
* The template can be retrieved clicking on the '''Create Excel''' template function.

[[File:T5 Slips Create template.png|500px]]

* Retrieve worksheet from manager and prepare the data to template for import.

[[File:T5 Slips Template worksheet.png|600px]]

Categories that are used to prepare T5 slip:
* Recipient Type (eg. Corporation, Individual)
* Social Insurance Number
* Individual First Name
* Individual Last Name
* Business Name
* Business Number
* Recipient Address Line 1
* Recipient Address Line 2
* Recipient Address City
* Recipient Address Province
* Recipient Address Postal Code
* Recipient Address Country
* Footnote (eg. Eligible Class G Dividend / Promissory Notes Interest / Class E & G Premium on Redemptions)
* Actual amount of dividends other than eligible dividends [Box 10]
* Interest from Canadian Sources [Box 13]
* Actual amount of eligible dividends [Box 24]

Click on '''Excel import''' when ready.

[[File:T5 Slips Excel import.png|500px]]

To view previous templates, the files are saved on the TaxCycle directory {{unc|\\superserver.unipharm.local\Accounting\TaxCycle\|\\superserver.unipharm.local\Accounting\TaxCycle\}}

==T5 Slips Review==

Review the information (eg. business name, addresses) and amounts on the T5 slips are correct.

[[File:T5 Slips T5 Sample.png|500px]]

Review the slip total on the T5 Summary.

[[File:T5 Slips T5 Slip Summary.png|500px]]

[[File:T5 Slips T5 Box Amounts.png|500px]]

Print T5 (Hard Copy and PDF’s) and send to manager.

Note: Print a test copy prior to printing all recipient copies. Also, print using 2 pages per paper.

[[File:T5 Slips T5 Print PDF.png|250px]]

==T5 Slips Transmission==

When the file is ready for transfer, choose options under file to click on '''Slips Accounts'''. Enter '''Account Number''' and '''Web Access Code'''. 'Transmitter Number' can be empty and software will assign a number.

'''Account Number''': 105448567RZ0001

'''Web Access Code''': D00Z42

[[File:T5 Slips Slip Accounts.png|500px]]

[[File:T5 Slips Slip Accounts 2.png|500px]]

Click “Agree” to continue with T5 submission.

[[File:T5 Slips Internet file transfer.png|500px]]

Once T5 have been submitted, save a PDF copy that confirms the T5 submission.

The XML file can be saved in '''History''' under '''File'''. Click on the icon at the far right to save XML file.

[[File:T5 Slips XML save file.png|500px]]

Accounting Finance:T5 Slips

2025-01-21T18:28:40Z

Williamw:

=T5 Slips=

The software to produce T5 slips is TaxCycle (Xero) and this software has to be purchased every year.

[https://www.taxcycle.com/ TaxCycle website]

==T5 Slips Preparation==

To begin, open the T5 software icon.

[[File:T5 Slips Open T5.png|500px]]

Prepare an Excel import file using the template from TaxCycle.
* The template can be retrieved clicking on the '''Create Excel''' template function.

[[File:T5 Slips Create template.png|500px]]

* Retrieve worksheet from manager and prepare the data to template for import.

[[File:T5 Slips Template worksheet.png|600px]]

Categories that are used to prepare T5 slip:
* Recipient Type (eg. Corporation, Individual)
* Social Insurance Number
* Individual First Name
* Individual Last Name
* Business Name
* Business Number
* Recipient Address Line 1
* Recipient Address Line 2
* Recipient Address City
* Recipient Address Province
* Recipient Address Postal Code
* Recipient Address Country
* Footnote (eg. Eligible Class G Dividend / Promissory Notes Interest / Class E & G Premium on Redemptions)
* Actual amount of dividends other than eligible dividends [Box 10]
* Interest from Canadian Sources [Box 13]
* Actual amount of eligible dividends [Box 24]

Click on '''Excel import''' when ready.

[[File:T5 Slips Excel import.png|500px]]

To view previous templates, the files are saved on the TaxCycle directory {{unc|\\superserver.unipharm.local\Accounting\TaxCycle\|\\superserver.unipharm.local\Accounting\TaxCycle\}}

==T5 Slips Review==

Review the information (eg. business name, addresses) and amounts on the T5 slips are correct.

[[File:T5 Slips T5 Sample.png|500px]]

Review the slip total on the T5 Summary.

[[File:T5 Slips T5 Slip Summary.png|500px]]

[[File:T5 Slips T5 Box Amounts.png|500px]]

Print T5 (Hard Copy and PDF’s) and send to manager.

Note: Print one copy first to test prior to printing all. Also, print using 2 pages per paper.

[[File:T5 Slips T5 Print PDF.png|250px]]

==T5 Slips Transmission==

When the file is ready for transfer, choose options under file to click on '''Slips Accounts'''. Enter '''Account Number''' and '''Web Access Code'''. 'Transmitter Number' can be empty and software will assign a number.

'''Account Number''': 105448567RZ0001

'''Web Access Code''': D00Z42

[[File:T5 Slips Slip Accounts.png|500px]]

[[File:T5 Slips Slip Accounts 2.png|500px]]

Click “Agree” to continue with T5 submission.

[[File:T5 Slips Internet file transfer.png|500px]]

Once T5 have been submitted, save a PDF copy that confirms the T5 submission.

The XML file can be saved in '''History''' under '''File'''. Click on the icon at the far right to save XML file.

[[File:T5 Slips XML save file.png|500px]]

Accounting Finance:BC Online

2024-08-13T18:03:44Z

Williamw: /* Amending / Renewing / Discharging PPSA */

==Contact Number==
*Online Support '''1-800-663-6102 or bcolhelp@accessbc.com'''

==BC Online (Logging into your BC Registry account) - Sign On==
*Log onto '''https://www.bcregistry.gov.bc.ca/'''
*PDF's have been saved to accounting>common>AR>PPSA>PPSA Security Agreements
*Also available for viewing in DocView

[[File:registry-1.png|800px]]
[[File:registry-2.png|800px]]
[[File:registry-3.png|800px]]

==Registering General Service Administration (GSA) & Gurantor Agreement (GA) / Drafting a Financing Statement==
*Add secured party: 40270009
*Note: 2 separate applications is required where the process are similar
*Apply for '''Guarantee Agreement''' ('''GA''') (in '''Step 6''', click on '''Add a Individual Debtor''')
*Apply for '''General Security Agreement''' ('''GSA''') (in '''Step 6''', click on '''Add a Business Debtor''')
[[File:GSA001.png|600px]]
[[File:GSA002.png|600px]]

====Note regarding Step 8: General Collateral====
*'''Gurantee Agreement (GA)''' --> Enter for Personal's, "ALL INDEBTEDNESS, PRESENT AND FUTURE AND INDIRECT, ABSOLUTE AND CONTINGENT OF '''<REPLACE TEXT WITH LEGAL BUSINESS NAME>''' TO THE DEBTORS AND ALL PROCEEDS INCLUDING, WITHOUT LIMITATION, ALL GOODS, SECURITIES, INSTRUMENTS, DOCUMENTS OF TITLE, CHATTEL PAPER, INTANGIBLES AND MONEY (ALL AS DEFINED IN THE PERSONAL PROPERTY SECURITY ACT)."
*'''General Security Agreement (GSA)''' --> Enter for Business, "ALL OF THE DEBTOR'S PRESENT AND AFTER ACQUIRED PERSONAL PROPERTY."
[[File:GSA003.png|600px]]

[[File:GSA004B.png|600px]]

==Print Selection List & PPSA Security Agreement==

==Verify/Register a Financing Agreement==

==PPSA Worksheet==
*Go to /accounting superserver/common/AR/PPSA
*Enter date, expiry date, registration #, name, type, terms
*SCAN documents into Gauss under Customer Application.
[[File:BCO10.png|400px]]

[[Category:Workflows-Finance]]
[[Category:Bank]]

==Discharging PPSA==

*Download PDF of Quick Guide to Discharging a Registration [[File:Discharging_a_registration.pdf|Discharging PPSA Guide]]

Accounting Finance:BC Online

2024-08-13T18:02:16Z

Williamw: /* Renewing / Amending / Discharging PPSA */

==Contact Number==
*Online Support '''1-800-663-6102 or bcolhelp@accessbc.com'''

==BC Online (Logging into your BC Registry account) - Sign On==
*Log onto '''https://www.bcregistry.gov.bc.ca/'''
*PDF's have been saved to accounting>common>AR>PPSA>PPSA Security Agreements
*Also available for viewing in DocView

[[File:registry-1.png|800px]]
[[File:registry-2.png|800px]]
[[File:registry-3.png|800px]]

==Registering General Service Administration (GSA) & Gurantor Agreement (GA) / Drafting a Financing Statement==
*Add secured party: 40270009
*Note: 2 separate applications is required where the process are similar
*Apply for '''Guarantee Agreement''' ('''GA''') (in '''Step 6''', click on '''Add a Individual Debtor''')
*Apply for '''General Security Agreement''' ('''GSA''') (in '''Step 6''', click on '''Add a Business Debtor''')
[[File:GSA001.png|600px]]
[[File:GSA002.png|600px]]

====Note regarding Step 8: General Collateral====
*'''Gurantee Agreement (GA)''' --> Enter for Personal's, "ALL INDEBTEDNESS, PRESENT AND FUTURE AND INDIRECT, ABSOLUTE AND CONTINGENT OF '''<REPLACE TEXT WITH LEGAL BUSINESS NAME>''' TO THE DEBTORS AND ALL PROCEEDS INCLUDING, WITHOUT LIMITATION, ALL GOODS, SECURITIES, INSTRUMENTS, DOCUMENTS OF TITLE, CHATTEL PAPER, INTANGIBLES AND MONEY (ALL AS DEFINED IN THE PERSONAL PROPERTY SECURITY ACT)."
*'''General Security Agreement (GSA)''' --> Enter for Business, "ALL OF THE DEBTOR'S PRESENT AND AFTER ACQUIRED PERSONAL PROPERTY."
[[File:GSA003.png|600px]]

[[File:GSA004B.png|600px]]

==Print Selection List & PPSA Security Agreement==

==Verify/Register a Financing Agreement==

==PPSA Worksheet==
*Go to /accounting superserver/common/AR/PPSA
*Enter date, expiry date, registration #, name, type, terms
*SCAN documents into Gauss under Customer Application.
[[File:BCO10.png|400px]]

[[Category:Workflows-Finance]]
[[Category:Bank]]

==Amending / Renewing / Discharging PPSA==

*Download PDF of Quick Guide to Amending a Registration [[File:Discharging_a_registration.pdf|Amending PPSA Guide]]

*Download PDF of Quick Guide to Renewing a Registration [[File:Discharging_a_registration.pdf|Renewing PPSA Guide]]

*Download PDF of Quick Guide to Discharging a Registration [[File:Discharging_a_registration.pdf|Discharging PPSA Guide]]

Accounting Finance:BC Online

2024-08-13T18:01:06Z

Williamw: /* Discharging PPSA */

==Contact Number==
*Online Support '''1-800-663-6102 or bcolhelp@accessbc.com'''

==BC Online (Logging into your BC Registry account) - Sign On==
*Log onto '''https://www.bcregistry.gov.bc.ca/'''
*PDF's have been saved to accounting>common>AR>PPSA>PPSA Security Agreements
*Also available for viewing in DocView

[[File:registry-1.png|800px]]
[[File:registry-2.png|800px]]
[[File:registry-3.png|800px]]

==Registering General Service Administration (GSA) & Gurantor Agreement (GA) / Drafting a Financing Statement==
*Add secured party: 40270009
*Note: 2 separate applications is required where the process are similar
*Apply for '''Guarantee Agreement''' ('''GA''') (in '''Step 6''', click on '''Add a Individual Debtor''')
*Apply for '''General Security Agreement''' ('''GSA''') (in '''Step 6''', click on '''Add a Business Debtor''')
[[File:GSA001.png|600px]]
[[File:GSA002.png|600px]]

====Note regarding Step 8: General Collateral====
*'''Gurantee Agreement (GA)''' --> Enter for Personal's, "ALL INDEBTEDNESS, PRESENT AND FUTURE AND INDIRECT, ABSOLUTE AND CONTINGENT OF '''<REPLACE TEXT WITH LEGAL BUSINESS NAME>''' TO THE DEBTORS AND ALL PROCEEDS INCLUDING, WITHOUT LIMITATION, ALL GOODS, SECURITIES, INSTRUMENTS, DOCUMENTS OF TITLE, CHATTEL PAPER, INTANGIBLES AND MONEY (ALL AS DEFINED IN THE PERSONAL PROPERTY SECURITY ACT)."
*'''General Security Agreement (GSA)''' --> Enter for Business, "ALL OF THE DEBTOR'S PRESENT AND AFTER ACQUIRED PERSONAL PROPERTY."
[[File:GSA003.png|600px]]

[[File:GSA004B.png|600px]]

==Print Selection List & PPSA Security Agreement==

==Verify/Register a Financing Agreement==

==PPSA Worksheet==
*Go to /accounting superserver/common/AR/PPSA
*Enter date, expiry date, registration #, name, type, terms
*SCAN documents into Gauss under Customer Application.
[[File:BCO10.png|400px]]

[[Category:Workflows-Finance]]
[[Category:Bank]]

==Renewing / Amending / Discharging PPSA==

*Download PDF of Quick Guide to Discharging a Registration [[File:Discharging_a_registration.pdf|Discharging PPSA Guide]]

*Source: https://www2.gov.bc.ca/assets/gov/employment-business-and-economic-development/business-management/permits-licences-and-registration/registries-other-assets/quick_guide_-_discharging_a_registration.pdf

Accounting Finance:BC Online

2024-08-13T17:58:58Z

Williamw: /* Discharging PPSA */

Accounting Finance:BC Online

2024-08-13T17:58:46Z

Williamw: /* Discharging PPSA */

==Contact Number==
*Online Support '''1-800-663-6102 or bcolhelp@accessbc.com'''

==BC Online (Logging into your BC Registry account) - Sign On==
*Log onto '''https://www.bcregistry.gov.bc.ca/'''
*PDF's have been saved to accounting>common>AR>PPSA>PPSA Security Agreements
*Also available for viewing in DocView

[[File:registry-1.png|800px]]
[[File:registry-2.png|800px]]
[[File:registry-3.png|800px]]

==Registering General Service Administration (GSA) & Gurantor Agreement (GA) / Drafting a Financing Statement==
*Add secured party: 40270009
*Note: 2 separate applications is required where the process are similar
*Apply for '''Guarantee Agreement''' ('''GA''') (in '''Step 6''', click on '''Add a Individual Debtor''')
*Apply for '''General Security Agreement''' ('''GSA''') (in '''Step 6''', click on '''Add a Business Debtor''')
[[File:GSA001.png|600px]]
[[File:GSA002.png|600px]]

====Note regarding Step 8: General Collateral====
*'''Gurantee Agreement (GA)''' --> Enter for Personal's, "ALL INDEBTEDNESS, PRESENT AND FUTURE AND INDIRECT, ABSOLUTE AND CONTINGENT OF '''<REPLACE TEXT WITH LEGAL BUSINESS NAME>''' TO THE DEBTORS AND ALL PROCEEDS INCLUDING, WITHOUT LIMITATION, ALL GOODS, SECURITIES, INSTRUMENTS, DOCUMENTS OF TITLE, CHATTEL PAPER, INTANGIBLES AND MONEY (ALL AS DEFINED IN THE PERSONAL PROPERTY SECURITY ACT)."
*'''General Security Agreement (GSA)''' --> Enter for Business, "ALL OF THE DEBTOR'S PRESENT AND AFTER ACQUIRED PERSONAL PROPERTY."
[[File:GSA003.png|600px]]

[[File:GSA004B.png|600px]]

==Print Selection List & PPSA Security Agreement==

==Verify/Register a Financing Agreement==

==PPSA Worksheet==
*Go to /accounting superserver/common/AR/PPSA
*Enter date, expiry date, registration #, name, type, terms
*SCAN documents into Gauss under Customer Application.
[[File:BCO10.png|400px]]

[[Category:Workflows-Finance]]
[[Category:Bank]]

==Discharging PPSA==

*Download PDF of Quick Guide to Discharging a Registration
[[File:Discharging_a_registration.pdf|Discharging PPSA Guide]]

*Source: https://www2.gov.bc.ca/assets/gov/employment-business-and-economic-development/business-management/permits-licences-and-registration/registries-other-assets/quick_guide_-_discharging_a_registration.pdf

Accounting Finance:BC Online

2024-08-13T17:57:20Z

Williamw: /* Discharging PPSA */

==Contact Number==
*Online Support '''1-800-663-6102 or bcolhelp@accessbc.com'''

==BC Online (Logging into your BC Registry account) - Sign On==
*Log onto '''https://www.bcregistry.gov.bc.ca/'''
*PDF's have been saved to accounting>common>AR>PPSA>PPSA Security Agreements
*Also available for viewing in DocView

[[File:registry-1.png|800px]]
[[File:registry-2.png|800px]]
[[File:registry-3.png|800px]]

==Registering General Service Administration (GSA) & Gurantor Agreement (GA) / Drafting a Financing Statement==
*Add secured party: 40270009
*Note: 2 separate applications is required where the process are similar
*Apply for '''Guarantee Agreement''' ('''GA''') (in '''Step 6''', click on '''Add a Individual Debtor''')
*Apply for '''General Security Agreement''' ('''GSA''') (in '''Step 6''', click on '''Add a Business Debtor''')
[[File:GSA001.png|600px]]
[[File:GSA002.png|600px]]

====Note regarding Step 8: General Collateral====
*'''Gurantee Agreement (GA)''' --> Enter for Personal's, "ALL INDEBTEDNESS, PRESENT AND FUTURE AND INDIRECT, ABSOLUTE AND CONTINGENT OF '''<REPLACE TEXT WITH LEGAL BUSINESS NAME>''' TO THE DEBTORS AND ALL PROCEEDS INCLUDING, WITHOUT LIMITATION, ALL GOODS, SECURITIES, INSTRUMENTS, DOCUMENTS OF TITLE, CHATTEL PAPER, INTANGIBLES AND MONEY (ALL AS DEFINED IN THE PERSONAL PROPERTY SECURITY ACT)."
*'''General Security Agreement (GSA)''' --> Enter for Business, "ALL OF THE DEBTOR'S PRESENT AND AFTER ACQUIRED PERSONAL PROPERTY."
[[File:GSA003.png|600px]]

[[File:GSA004B.png|600px]]

==Print Selection List & PPSA Security Agreement==

==Verify/Register a Financing Agreement==

==PPSA Worksheet==
*Go to /accounting superserver/common/AR/PPSA
*Enter date, expiry date, registration #, name, type, terms
*SCAN documents into Gauss under Customer Application.
[[File:BCO10.png|400px]]

[[Category:Workflows-Finance]]
[[Category:Bank]]

==Discharging PPSA==

*Source:
https://www2.gov.bc.ca/assets/gov/employment-business-and-economic-development/business-management/permits-licences-and-registration/registries-other-assets/quick_guide_-_discharging_a_registration.pdf

*Download PDF of Quick Guide to Discharging a Registration
[[File:Discharging_a_registration.pdf|Discharging PPSA Guide]]

File:Discharging a registration.pdf

2024-08-13T17:56:11Z

Williamw:

Accounting Finance:BC Online

2024-08-13T17:55:20Z

Williamw:

==Contact Number==
*Online Support '''1-800-663-6102 or bcolhelp@accessbc.com'''

==BC Online (Logging into your BC Registry account) - Sign On==
*Log onto '''https://www.bcregistry.gov.bc.ca/'''
*PDF's have been saved to accounting>common>AR>PPSA>PPSA Security Agreements
*Also available for viewing in DocView

[[File:registry-1.png|800px]]
[[File:registry-2.png|800px]]
[[File:registry-3.png|800px]]

==Registering General Service Administration (GSA) & Gurantor Agreement (GA) / Drafting a Financing Statement==
*Add secured party: 40270009
*Note: 2 separate applications is required where the process are similar
*Apply for '''Guarantee Agreement''' ('''GA''') (in '''Step 6''', click on '''Add a Individual Debtor''')
*Apply for '''General Security Agreement''' ('''GSA''') (in '''Step 6''', click on '''Add a Business Debtor''')
[[File:GSA001.png|600px]]
[[File:GSA002.png|600px]]

====Note regarding Step 8: General Collateral====
*'''Gurantee Agreement (GA)''' --> Enter for Personal's, "ALL INDEBTEDNESS, PRESENT AND FUTURE AND INDIRECT, ABSOLUTE AND CONTINGENT OF '''<REPLACE TEXT WITH LEGAL BUSINESS NAME>''' TO THE DEBTORS AND ALL PROCEEDS INCLUDING, WITHOUT LIMITATION, ALL GOODS, SECURITIES, INSTRUMENTS, DOCUMENTS OF TITLE, CHATTEL PAPER, INTANGIBLES AND MONEY (ALL AS DEFINED IN THE PERSONAL PROPERTY SECURITY ACT)."
*'''General Security Agreement (GSA)''' --> Enter for Business, "ALL OF THE DEBTOR'S PRESENT AND AFTER ACQUIRED PERSONAL PROPERTY."
[[File:GSA003.png|600px]]

[[File:GSA004B.png|600px]]

==Print Selection List & PPSA Security Agreement==

==Verify/Register a Financing Agreement==

==PPSA Worksheet==
*Go to /accounting superserver/common/AR/PPSA
*Enter date, expiry date, registration #, name, type, terms
*SCAN documents into Gauss under Customer Application.
[[File:BCO10.png|400px]]

[[Category:Workflows-Finance]]
[[Category:Bank]]

==Discharging PPSA==

*Source:
https://www2.gov.bc.ca/assets/gov/employment-business-and-economic-development/business-management/permits-licences-and-registration/registries-other-assets/quick_guide_-_discharging_a_registration.pdf

*Download PDF of Quick Guide to Discharging a Registration
[[File:Discharging_a_registration.pdf|400px]]

Accounting Finance:BC Online

2024-08-13T17:53:44Z

Williamw: /* Releasing PPSA */

==Contact Number==
*Online Support '''1-800-663-6102 or bcolhelp@accessbc.com'''

==BC Online (Logging into your BC Registry account) - Sign On==
*Log onto '''https://www.bcregistry.gov.bc.ca/'''
*PDF's have been saved to accounting>common>AR>PPSA>PPSA Security Agreements
*Also available for viewing in DocView

[[File:registry-1.png|800px]]
[[File:registry-2.png|800px]]
[[File:registry-3.png|800px]]

==Registering General Service Administration (GSA) & Gurantor Agreement (GA) / Drafting a Financing Statement==
*Add secured party: 40270009
*Note: 2 separate applications is required where the process are similar
*Apply for '''Guarantee Agreement''' ('''GA''') (in '''Step 6''', click on '''Add a Individual Debtor''')
*Apply for '''General Security Agreement''' ('''GSA''') (in '''Step 6''', click on '''Add a Business Debtor''')
[[File:GSA001.png|600px]]
[[File:GSA002.png|600px]]

====Note regarding Step 8: General Collateral====
*'''Gurantee Agreement (GA)''' --> Enter for Personal's, "ALL INDEBTEDNESS, PRESENT AND FUTURE AND INDIRECT, ABSOLUTE AND CONTINGENT OF '''<REPLACE TEXT WITH LEGAL BUSINESS NAME>''' TO THE DEBTORS AND ALL PROCEEDS INCLUDING, WITHOUT LIMITATION, ALL GOODS, SECURITIES, INSTRUMENTS, DOCUMENTS OF TITLE, CHATTEL PAPER, INTANGIBLES AND MONEY (ALL AS DEFINED IN THE PERSONAL PROPERTY SECURITY ACT)."
*'''General Security Agreement (GSA)''' --> Enter for Business, "ALL OF THE DEBTOR'S PRESENT AND AFTER ACQUIRED PERSONAL PROPERTY."
[[File:GSA003.png|600px]]

[[File:GSA004B.png|600px]]

==Print Selection List & PPSA Security Agreement==

==Verify/Register a Financing Agreement==

==PPSA Worksheet==
*Go to /accounting superserver/common/AR/PPSA
*Enter date, expiry date, registration #, name, type, terms
*SCAN documents into Gauss under Customer Application.
[[File:BCO10.png|400px]]

[[Category:Workflows-Finance]]
[[Category:Bank]]

https://www2.gov.bc.ca/assets/gov/employment-business-and-economic-development/business-management/permits-licences-and-registration/registries-other-assets/quick_guide_-_discharging_a_registration.pdf==Releasing PPSA==
[[File:Discharging_a_registration.pdf|400px]]

Accounting Finance:BC Online

2024-08-13T17:51:38Z

Williamw:

==Contact Number==
*Online Support '''1-800-663-6102 or bcolhelp@accessbc.com'''

==BC Online (Logging into your BC Registry account) - Sign On==
*Log onto '''https://www.bcregistry.gov.bc.ca/'''
*PDF's have been saved to accounting>common>AR>PPSA>PPSA Security Agreements
*Also available for viewing in DocView

[[File:registry-1.png|800px]]
[[File:registry-2.png|800px]]
[[File:registry-3.png|800px]]

==Registering General Service Administration (GSA) & Gurantor Agreement (GA) / Drafting a Financing Statement==
*Add secured party: 40270009
*Note: 2 separate applications is required where the process are similar
*Apply for '''Guarantee Agreement''' ('''GA''') (in '''Step 6''', click on '''Add a Individual Debtor''')
*Apply for '''General Security Agreement''' ('''GSA''') (in '''Step 6''', click on '''Add a Business Debtor''')
[[File:GSA001.png|600px]]
[[File:GSA002.png|600px]]

====Note regarding Step 8: General Collateral====
*'''Gurantee Agreement (GA)''' --> Enter for Personal's, "ALL INDEBTEDNESS, PRESENT AND FUTURE AND INDIRECT, ABSOLUTE AND CONTINGENT OF '''<REPLACE TEXT WITH LEGAL BUSINESS NAME>''' TO THE DEBTORS AND ALL PROCEEDS INCLUDING, WITHOUT LIMITATION, ALL GOODS, SECURITIES, INSTRUMENTS, DOCUMENTS OF TITLE, CHATTEL PAPER, INTANGIBLES AND MONEY (ALL AS DEFINED IN THE PERSONAL PROPERTY SECURITY ACT)."
*'''General Security Agreement (GSA)''' --> Enter for Business, "ALL OF THE DEBTOR'S PRESENT AND AFTER ACQUIRED PERSONAL PROPERTY."
[[File:GSA003.png|600px]]

[[File:GSA004B.png|600px]]

==Print Selection List & PPSA Security Agreement==

==Verify/Register a Financing Agreement==

==PPSA Worksheet==
*Go to /accounting superserver/common/AR/PPSA
*Enter date, expiry date, registration #, name, type, terms
*SCAN documents into Gauss under Customer Application.
[[File:BCO10.png|400px]]

[[Category:Workflows-Finance]]
[[Category:Bank]]

==Releasing PPSA==
[[File:Discharging_a_registration.pdf|400px]]

Accounting Finance:T5 Slips

2024-01-16T19:00:44Z

Williamw: /* T5 Slips */

=T5 Slips=

The software to produce T5 slips is TaxCycle (Xero) and this software has to be purchased every year.

[https://www.taxcycle.com/ TaxCycle website]

==T5 Slips Preparation==

To begin, open the T5 software icon.

[[File:T5 Slips Open T5.png|500px]]

Prepare an Excel import file using the template from TaxCycle.
* The template can be retrieved clicking on the '''Create Excel''' template function.

[[File:T5 Slips Create template.png|500px]]

* Retrieve worksheet from manager and prepare the data to template for import.

[[File:T5 Slips Template worksheet.png|600px]]

Categories that are used to prepare T5 slip:
* Recipient Type (eg. Corporation, Individual)
* Social Insurance Number
* Individual First Name
* Individual Last Name
* Business Name
* Business Number
* Recipient Address Line 1
* Recipient Address Line 2
* Recipient Address City
* Recipient Address Province
* Recipient Address Postal Code
* Recipient Address Country
* Footnote (eg. Eligible Class G Dividend / Promissory Notes Interest / Class E & G Premium on Redemptions)
* Actual amount of dividends other than eligible dividends [Box 10]
* Interest from Canadian Sources [Box 13]
* Actual amount of eligible dividends [Box 24]

Click on '''Excel import''' when ready.

[[File:T5 Slips Excel import.png|500px]]

To view previous templates, the files are saved on the TaxCycle directory {{unc|\\superserver.unipharm.local\Accounting\TaxCycle\|\\superserver.unipharm.local\Accounting\TaxCycle\}}

==T5 Slips Review==

Review the information (eg. business name, addresses) and amounts on the T5 slips are correct.

[[File:T5 Slips T5 Sample.png|500px]]

Review the slip total on the T5 Summary.

[[File:T5 Slips T5 Slip Summary.png|500px]]

[[File:T5 Slips T5 Box Amounts.png|500px]]

Print T5 (Hard Copy and PDF’s) and send to manager.

[[File:T5 Slips T5 Print PDF.png|250px]]

==T5 Slips Transmission==

When the file is ready for transfer, choose options under file to click on '''Slips Accounts'''. Enter '''Account Number''' and '''Web Access Code'''. 'Transmitter Number' can be empty and software will assign a number.

'''Account Number''': 105448567RZ0001

'''Web Access Code''': D00Z42

[[File:T5 Slips Slip Accounts.png|500px]]

[[File:T5 Slips Slip Accounts 2.png|500px]]

Click “Agree” to continue with T5 submission.

[[File:T5 Slips Internet file transfer.png|500px]]

Once T5 have been submitted, save a PDF copy that confirms the T5 submission.

The XML file can be saved in '''History''' under '''File'''. Click on the icon at the far right to save XML file.

[[File:T5 Slips XML save file.png|500px]]

Accounting Finance:T5 Slips

2024-01-16T18:34:47Z

Williamw: /* T5 Slips Preparation */

=T5 Slips=

The software to produce T5 slips is TaxCycle (Xero) and this software has to be purchase every year.

[https://www.taxcycle.com/ TaxCycle website]

==T5 Slips Preparation==

To begin, open the T5 software icon.

[[File:T5 Slips Open T5.png|500px]]

Prepare an Excel import file using the template from TaxCycle.
* The template can be retrieved clicking on the '''Create Excel''' template function.

[[File:T5 Slips Create template.png|500px]]

* Retrieve worksheet from manager and prepare the data to template for import.

[[File:T5 Slips Template worksheet.png|600px]]

Categories that are used to prepare T5 slip:
* Recipient Type (eg. Corporation, Individual)
* Social Insurance Number
* Individual First Name
* Individual Last Name
* Business Name
* Business Number
* Recipient Address Line 1
* Recipient Address Line 2
* Recipient Address City
* Recipient Address Province
* Recipient Address Postal Code
* Recipient Address Country
* Footnote (eg. Eligible Class G Dividend / Promissory Notes Interest / Class E & G Premium on Redemptions)
* Actual amount of dividends other than eligible dividends [Box 10]
* Interest from Canadian Sources [Box 13]
* Actual amount of eligible dividends [Box 24]

Click on '''Excel import''' when ready.

[[File:T5 Slips Excel import.png|500px]]

To view previous templates, the files are saved on the TaxCycle directory {{unc|\\superserver.unipharm.local\Accounting\TaxCycle\|\\superserver.unipharm.local\Accounting\TaxCycle\}}

==T5 Slips Review==

Review the information (eg. business name, addresses) and amounts on the T5 slips are correct.

[[File:T5 Slips T5 Sample.png|500px]]

Review the slip total on the T5 Summary.

[[File:T5 Slips T5 Slip Summary.png|500px]]

[[File:T5 Slips T5 Box Amounts.png|500px]]

Print T5 (Hard Copy and PDF’s) and send to manager.

[[File:T5 Slips T5 Print PDF.png|250px]]

==T5 Slips Transmission==

When the file is ready for transfer, choose options under file to click on '''Slips Accounts'''. Enter '''Account Number''' and '''Web Access Code'''. 'Transmitter Number' can be empty and software will assign a number.

'''Account Number''': 105448567RZ0001

'''Web Access Code''': D00Z42

[[File:T5 Slips Slip Accounts.png|500px]]

[[File:T5 Slips Slip Accounts 2.png|500px]]

Click “Agree” to continue with T5 submission.

[[File:T5 Slips Internet file transfer.png|500px]]

Once T5 have been submitted, save a PDF copy that confirms the T5 submission.

The XML file can be saved in '''History''' under '''File'''. Click on the icon at the far right to save XML file.

[[File:T5 Slips XML save file.png|500px]]

Accounting Finance:T5 Slips

2024-01-16T18:34:25Z

Williamw: /* T5 Slips Preparation */

=T5 Slips=

The software to produce T5 slips is TaxCycle (Xero) and this software has to be purchase every year.

[https://www.taxcycle.com/ TaxCycle website]

==T5 Slips Preparation==

To begin, open the T5 software icon.

[[File:T5 Slips Open T5.png|500px]]

Prepare an Excel import file using the template from TaxCycle.
* The template can be retrieved clicking on the '''Create Excel''' template function.

[[File:T5 Slips Create template.png|500px]]

* Retrieve worksheet from manager and prepare the data to template for import.

[[File:T5 Slips Template worksheet.png|600px]]

Categories that are used to prepare T5 slip:
* Recipient Type (eg. Corporation, Individual)
* Social Insurance Number
* Individual First Name
* Individual Last Name
* Business Name
* Business Number
* Recipient Address Line 1
* Recipient Address Line 2
* Recipient Address City
* Recipient Address Province
* Recipient Address Postal Code
* Recipient Address Country
* Footnote (eg. Eligible Class G Dividend / Promissory Notes Interest / Class E & G Premium on Redemptions)
* Actual amount of dividends other than eligible dividends [Box 10]
* Interest from Canadian Sources [Box 13]
* Actual amount of eligible dividends [Box 24]

Click on '''Excel import''' when ready.

[[File:T5 Slips Excel import.png|500px]]

To view previous templates, the files are saved on the TaxCycle Directory {{unc|\\superserver.unipharm.local\Accounting\TaxCycle\|\\superserver.unipharm.local\Accounting\TaxCycle\}}

==T5 Slips Review==

Review the information (eg. business name, addresses) and amounts on the T5 slips are correct.

[[File:T5 Slips T5 Sample.png|500px]]

Review the slip total on the T5 Summary.

[[File:T5 Slips T5 Slip Summary.png|500px]]

[[File:T5 Slips T5 Box Amounts.png|500px]]

Print T5 (Hard Copy and PDF’s) and send to manager.

[[File:T5 Slips T5 Print PDF.png|250px]]

==T5 Slips Transmission==

When the file is ready for transfer, choose options under file to click on '''Slips Accounts'''. Enter '''Account Number''' and '''Web Access Code'''. 'Transmitter Number' can be empty and software will assign a number.

'''Account Number''': 105448567RZ0001

'''Web Access Code''': D00Z42

[[File:T5 Slips Slip Accounts.png|500px]]

[[File:T5 Slips Slip Accounts 2.png|500px]]

Click “Agree” to continue with T5 submission.

[[File:T5 Slips Internet file transfer.png|500px]]

Once T5 have been submitted, save a PDF copy that confirms the T5 submission.

The XML file can be saved in '''History''' under '''File'''. Click on the icon at the far right to save XML file.

[[File:T5 Slips XML save file.png|500px]]

Accounting Finance:T5 Slips

2024-01-16T18:33:56Z

Williamw: /* T5 Slips Preparation */

=T5 Slips=

The software to produce T5 slips is TaxCycle (Xero) and this software has to be purchase every year.

[https://www.taxcycle.com/ TaxCycle website]

==T5 Slips Preparation==

To begin, open the T5 software icon.

[[File:T5 Slips Open T5.png|500px]]

Prepare an Excel import file using the template from TaxCycle.
* The template can be retrieved clicking on the '''Create Excel''' template function.

[[File:T5 Slips Create template.png|500px]]

* Retrieve worksheet from manager and prepare the data to template for import.

[[File:T5 Slips Template worksheet.png|600px]]

Categories that are used to prepare T5 slip:
* Recipient Type (eg. Corporation, Individual)
* Social Insurance Number
* Individual First Name
* Individual Last Name
* Business Name
* Business Number
* Recipient Address Line 1
* Recipient Address Line 2
* Recipient Address City
* Recipient Address Province
* Recipient Address Postal Code
* Recipient Address Country
* Footnote (eg. Eligible Class G Dividend / Promissory Notes Interest / Class E & G Premium on Redemptions)
* Actual amount of dividends other than eligible dividends [Box 10]
* Interest from Canadian Sources [Box 13]
* Actual amount of eligible dividends [Box 24]

Click on '''Excel import''' when ready.

[[File:T5 Slips Excel import.png|500px]]

To view previous templates, the files are saved on the TaxCycle Directory {{unc\\superserver.unipharm.local\Accounting\TaxCycle\|\\superserver.unipharm.local\Accounting\TaxCycle\}}

==T5 Slips Review==

Review the information (eg. business name, addresses) and amounts on the T5 slips are correct.

[[File:T5 Slips T5 Sample.png|500px]]

Review the slip total on the T5 Summary.

[[File:T5 Slips T5 Slip Summary.png|500px]]

[[File:T5 Slips T5 Box Amounts.png|500px]]

Print T5 (Hard Copy and PDF’s) and send to manager.

[[File:T5 Slips T5 Print PDF.png|250px]]

==T5 Slips Transmission==

When the file is ready for transfer, choose options under file to click on '''Slips Accounts'''. Enter '''Account Number''' and '''Web Access Code'''. 'Transmitter Number' can be empty and software will assign a number.

'''Account Number''': 105448567RZ0001

'''Web Access Code''': D00Z42

[[File:T5 Slips Slip Accounts.png|500px]]

[[File:T5 Slips Slip Accounts 2.png|500px]]

Click “Agree” to continue with T5 submission.

[[File:T5 Slips Internet file transfer.png|500px]]

Once T5 have been submitted, save a PDF copy that confirms the T5 submission.

The XML file can be saved in '''History''' under '''File'''. Click on the icon at the far right to save XML file.

[[File:T5 Slips XML save file.png|500px]]

Accounting Finance:T5 Slips

2024-01-16T18:33:11Z

Williamw: /* T5 Slips Preparation */

=T5 Slips=

The software to produce T5 slips is TaxCycle (Xero) and this software has to be purchase every year.

[https://www.taxcycle.com/ TaxCycle website]

==T5 Slips Preparation==

To begin, open the T5 software icon.

[[File:T5 Slips Open T5.png|500px]]

Prepare an Excel import file using the template from TaxCycle.
* The template can be retrieved clicking on the '''Create Excel''' template function.

[[File:T5 Slips Create template.png|500px]]

* Retrieve worksheet from manager and prepare the data to template for import.

[[File:T5 Slips Template worksheet.png|600px]]

Categories that are used to prepare T5 slip:
* Recipient Type (eg. Corporation, Individual)
* Social Insurance Number
* Individual First Name
* Individual Last Name
* Business Name
* Business Number
* Recipient Address Line 1
* Recipient Address Line 2
* Recipient Address City
* Recipient Address Province
* Recipient Address Postal Code
* Recipient Address Country
* Footnote (eg. Eligible Class G Dividend / Promissory Notes Interest / Class E & G Premium on Redemptions)
* Actual amount of dividends other than eligible dividends [Box 10]
* Interest from Canadian Sources [Box 13]
* Actual amount of eligible dividends [Box 24]

Click on '''Excel import''' when ready.

[[File:T5 Slips Excel import.png|500px]]

To view previous templates, the files are saved on the TaxCycle Directory {{unc\\superserver.unipharm.local\Accounting\TaxCycle\ \\superserver.unipharm.local\Accounting\TaxCycle\}}

==T5 Slips Review==

Review the information (eg. business name, addresses) and amounts on the T5 slips are correct.

[[File:T5 Slips T5 Sample.png|500px]]

Review the slip total on the T5 Summary.

[[File:T5 Slips T5 Slip Summary.png|500px]]

[[File:T5 Slips T5 Box Amounts.png|500px]]

Print T5 (Hard Copy and PDF’s) and send to manager.

[[File:T5 Slips T5 Print PDF.png|250px]]

==T5 Slips Transmission==

When the file is ready for transfer, choose options under file to click on '''Slips Accounts'''. Enter '''Account Number''' and '''Web Access Code'''. 'Transmitter Number' can be empty and software will assign a number.

'''Account Number''': 105448567RZ0001

'''Web Access Code''': D00Z42

[[File:T5 Slips Slip Accounts.png|500px]]

[[File:T5 Slips Slip Accounts 2.png|500px]]

Click “Agree” to continue with T5 submission.

[[File:T5 Slips Internet file transfer.png|500px]]

Once T5 have been submitted, save a PDF copy that confirms the T5 submission.

The XML file can be saved in '''History''' under '''File'''. Click on the icon at the far right to save XML file.

[[File:T5 Slips XML save file.png|500px]]

Accounting Finance:T5 Slips

2024-01-16T18:32:34Z

Williamw: /* T5 Slips Preparation */

=T5 Slips=

The software to produce T5 slips is TaxCycle (Xero) and this software has to be purchase every year.

[https://www.taxcycle.com/ TaxCycle website]

==T5 Slips Preparation==

To begin, open the T5 software icon.

[[File:T5 Slips Open T5.png|500px]]

Prepare an Excel import file using the template from TaxCycle.
* The template can be retrieved clicking on the '''Create Excel''' template function.

[[File:T5 Slips Create template.png|500px]]

* Retrieve worksheet from manager and prepare the data to template for import.

[[File:T5 Slips Template worksheet.png|600px]]

Categories that are used to prepare T5 slip:
* Recipient Type (eg. Corporation, Individual)
* Social Insurance Number
* Individual First Name
* Individual Last Name
* Business Name
* Business Number
* Recipient Address Line 1
* Recipient Address Line 2
* Recipient Address City
* Recipient Address Province
* Recipient Address Postal Code
* Recipient Address Country
* Footnote (eg. Eligible Class G Dividend / Promissory Notes Interest / Class E & G Premium on Redemptions)
* Actual amount of dividends other than eligible dividends [Box 10]
* Interest from Canadian Sources [Box 13]
* Actual amount of eligible dividends [Box 24]

Click on '''Excel import''' when ready.

[[File:T5 Slips Excel import.png|500px]]

To view previous templates, the files are saved on the TaxCycle Directory {{\\superserver.unipharm.local\Accounting\TaxCycle\ unc\\superserver.unipharm.local\Accounting\TaxCycle\}}

==T5 Slips Review==

Review the information (eg. business name, addresses) and amounts on the T5 slips are correct.

[[File:T5 Slips T5 Sample.png|500px]]

Review the slip total on the T5 Summary.

[[File:T5 Slips T5 Slip Summary.png|500px]]

[[File:T5 Slips T5 Box Amounts.png|500px]]

Print T5 (Hard Copy and PDF’s) and send to manager.

[[File:T5 Slips T5 Print PDF.png|250px]]

==T5 Slips Transmission==

When the file is ready for transfer, choose options under file to click on '''Slips Accounts'''. Enter '''Account Number''' and '''Web Access Code'''. 'Transmitter Number' can be empty and software will assign a number.

'''Account Number''': 105448567RZ0001

'''Web Access Code''': D00Z42

[[File:T5 Slips Slip Accounts.png|500px]]

[[File:T5 Slips Slip Accounts 2.png|500px]]

Click “Agree” to continue with T5 submission.

[[File:T5 Slips Internet file transfer.png|500px]]

Once T5 have been submitted, save a PDF copy that confirms the T5 submission.

The XML file can be saved in '''History''' under '''File'''. Click on the icon at the far right to save XML file.

[[File:T5 Slips XML save file.png|500px]]

Accounting Finance:T5 Slips

2024-01-16T18:32:10Z

Williamw: /* T5 Slips Preparation */

=T5 Slips=

The software to produce T5 slips is TaxCycle (Xero) and this software has to be purchase every year.

[https://www.taxcycle.com/ TaxCycle website]

==T5 Slips Preparation==

To begin, open the T5 software icon.

[[File:T5 Slips Open T5.png|500px]]

Prepare an Excel import file using the template from TaxCycle.
* The template can be retrieved clicking on the '''Create Excel''' template function.

[[File:T5 Slips Create template.png|500px]]

* Retrieve worksheet from manager and prepare the data to template for import.

[[File:T5 Slips Template worksheet.png|600px]]

Categories that are used to prepare T5 slip:
* Recipient Type (eg. Corporation, Individual)
* Social Insurance Number
* Individual First Name
* Individual Last Name
* Business Name
* Business Number
* Recipient Address Line 1
* Recipient Address Line 2
* Recipient Address City
* Recipient Address Province
* Recipient Address Postal Code
* Recipient Address Country
* Footnote (eg. Eligible Class G Dividend / Promissory Notes Interest / Class E & G Premium on Redemptions)
* Actual amount of dividends other than eligible dividends [Box 10]
* Interest from Canadian Sources [Box 13]
* Actual amount of eligible dividends [Box 24]

Click on '''Excel import''' when ready.

[[File:T5 Slips Excel import.png|500px]]

To view previous templates, the files are saved on the TaxCycle Directory {\\superserver.unipharm.local\Accounting\TaxCycle\{unc\\superserver.unipharm.local\Accounting\TaxCycle\}}

==T5 Slips Review==

Review the information (eg. business name, addresses) and amounts on the T5 slips are correct.

[[File:T5 Slips T5 Sample.png|500px]]

Review the slip total on the T5 Summary.

[[File:T5 Slips T5 Slip Summary.png|500px]]

[[File:T5 Slips T5 Box Amounts.png|500px]]

Print T5 (Hard Copy and PDF’s) and send to manager.

[[File:T5 Slips T5 Print PDF.png|250px]]

==T5 Slips Transmission==

When the file is ready for transfer, choose options under file to click on '''Slips Accounts'''. Enter '''Account Number''' and '''Web Access Code'''. 'Transmitter Number' can be empty and software will assign a number.

'''Account Number''': 105448567RZ0001

'''Web Access Code''': D00Z42

[[File:T5 Slips Slip Accounts.png|500px]]

[[File:T5 Slips Slip Accounts 2.png|500px]]

Click “Agree” to continue with T5 submission.

[[File:T5 Slips Internet file transfer.png|500px]]

Once T5 have been submitted, save a PDF copy that confirms the T5 submission.

The XML file can be saved in '''History''' under '''File'''. Click on the icon at the far right to save XML file.

[[File:T5 Slips XML save file.png|500px]]

Accounting Finance:Chase Paymentech Bank Reconciliation

2024-01-16T18:31:07Z

Williamw:

==Overview==
All credit card store sales figures with the exception of AMEX which is done separately are to be reconciled against the deposits to our CIBC account on a monthly basis. All variances should be accounted for and reported immediately to ensure that we are not missing any sales for each shareholder. To do the reconciliation you will need the following:
#CIBC Monthly Statement which Nancy will download in both .pdf and excel versions in {{unc|\\SUPERSERVER\Accounting\common\AR\Banking\Chase Paymentech\POS Reconciliation\CIBC Statements Excel and .pdf|CIBC Statements Excel and .pdf}}
# Access to Chase Resource Online
# GL 100400 and GL100100 Summary Report
# Monthly Discount Charges worksheet for Chase {{unc|\\SUPERSERVER\Accounting\common\AR\Banking\Chase Paymentech\Merchant Statements\2017-2018|\\SUPERSERVER\Accounting\common\AR\Banking\Chase Paymentech\Merchant Statements\2017-2018}} and TD {{unc|\\SUPERSERVER\Accounting\common\AR\Banking\TD Merchant Services\Merchant Statements\2017-2018|\\SUPERSERVER\Accounting\common\AR\Banking\TD Merchant Services\Merchant Statements\2017-2018}}

==Contacts==
*Chase Relationship Manager - Anmol Sandhu T:647.501.5241, F: 416.940.6026 [mailto:anmol.sandhu@jpmchase.com Anmol Sandhu]
*Chase Helpdesk: T: 1-800.265.5158
*CIBC Helpdesk T: 1-888-947-7736

==Account and Client numbers==
*CIBC Client number: 1225510BC
*CIBC Account: 00900-80-18618

==GL Summary Report Printing==
# At the ASW main screen click '''Financials''' and then '''Financial Accounting'''
# Click '''Analysis Tasks''' and then '''G/L Analysis Tasks'''
# Click '''Print General Ledger''', hit enter
# Put the correct period and GL number you wish to print and change the printer queue to '''LP05'''

==Reconciliation Tips==
*Check that the sales transfers are matching the repositions on the bank statement {{unc|\\SUPERSERVER\Accounting\common\AR\Banking\CIBC\Visa Mastercard Transfers|\\SUPERSERVER\Accounting\common\AR\Banking\CIBC\Visa Mastercard Transfers}}
*Put the correct Bank and GL balances and then account for the discount charges in your reconciliation worksheet
*Include all chargebacks as well as the discount charges difference of Discover cards for Sunnyside account #11044
*All unsettled figures from the previous statement should stay in the worksheet until it is accounted for

[[Category:Workflows-Finance]]
[[Category:Bank]]
[[Category:Chase]]

Accounting Finance:T5 Slips

2024-01-16T18:09:22Z

Williamw: /* T5 Slips Preparation */

=T5 Slips=

The software to produce T5 slips is TaxCycle (Xero) and this software has to be purchase every year.

[https://www.taxcycle.com/ TaxCycle website]

==T5 Slips Preparation==

To begin, open the T5 software icon.

[[File:T5 Slips Open T5.png|500px]]

Prepare an Excel import file using the template from TaxCycle.
* The template can be retrieved clicking on the '''Create Excel''' template function.

[[File:T5 Slips Create template.png|500px]]

* Retrieve worksheet from manager and prepare the data to template for import.

[[File:T5 Slips Template worksheet.png|600px]]

Categories that are used to prepare T5 slip:
* Recipient Type (eg. Corporation, Individual)
* Social Insurance Number
* Individual First Name
* Individual Last Name
* Business Name
* Business Number
* Recipient Address Line 1
* Recipient Address Line 2
* Recipient Address City
* Recipient Address Province
* Recipient Address Postal Code
* Recipient Address Country
* Footnote (eg. Eligible Class G Dividend / Promissory Notes Interest / Class E & G Premium on Redemptions)
* Actual amount of dividends other than eligible dividends [Box 10]
* Interest from Canadian Sources [Box 13]
* Actual amount of eligible dividends [Box 24]

Click on '''Excel import''' when ready.

[[File:T5 Slips Excel import.png|500px]]

To view previous templates, the files are saved on the TaxCycle Directory (Source: \\superserver.unipharm.local\Accounting\TaxCycle\)

==T5 Slips Review==

Review the information (eg. business name, addresses) and amounts on the T5 slips are correct.

[[File:T5 Slips T5 Sample.png|500px]]

Review the slip total on the T5 Summary.

[[File:T5 Slips T5 Slip Summary.png|500px]]

[[File:T5 Slips T5 Box Amounts.png|500px]]

Print T5 (Hard Copy and PDF’s) and send to manager.

[[File:T5 Slips T5 Print PDF.png|250px]]

==T5 Slips Transmission==

When the file is ready for transfer, choose options under file to click on '''Slips Accounts'''. Enter '''Account Number''' and '''Web Access Code'''. 'Transmitter Number' can be empty and software will assign a number.

'''Account Number''': 105448567RZ0001

'''Web Access Code''': D00Z42

[[File:T5 Slips Slip Accounts.png|500px]]

[[File:T5 Slips Slip Accounts 2.png|500px]]

Click “Agree” to continue with T5 submission.

[[File:T5 Slips Internet file transfer.png|500px]]

Once T5 have been submitted, save a PDF copy that confirms the T5 submission.

The XML file can be saved in '''History''' under '''File'''. Click on the icon at the far right to save XML file.

[[File:T5 Slips XML save file.png|500px]]

Accounting Finance:T5 Slips

2024-01-16T18:08:28Z

Williamw: /* T5 Slips Preparation */

=T5 Slips=

The software to produce T5 slips is TaxCycle (Xero) and this software has to be purchase every year.

[https://www.taxcycle.com/ TaxCycle website]

==T5 Slips Preparation==

To begin, open the T5 software icon.

[[File:T5 Slips Open T5.png|500px]]

Prepare an Excel import file using the template from TaxCycle.
* The template can be retrieved clicking on the '''Create Excel''' template function.

[[File:T5 Slips Create template.png|500px]]

* Retrieve worksheet from manager and prepare the data to template for import.

[[File:T5 Slips Template worksheet.png|600px]]

Categories that are used to prepare T5 slip:
* Recipient Type (eg. Corporation, Individual)
* Social Insurance Number
* Individual First Name
* Individual Last Name
* Business Name
* Business Number
* Recipient Address Line 1
* Recipient Address Line 2
* Recipient Address City
* Recipient Address Province
* Recipient Address Postal Code
* Recipient Address Country
* Footnote (eg. Eligible Class G Dividend / Promissory Notes Interest / Class E & G Premium on Redemptions)
* Actual amount of dividends other than eligible dividends [Box 10]
* Interest from Canadian Sources [Box 13]
* Actual amount of eligible dividends [Box 24]

Click on '''Excel import''' when ready.

[[File:T5 Slips Excel import.png|500px]]

To view previous template used, the files are saved on TaxCycle Directory ("""\\superserver.unipharm.local\Accounting\TaxCycle\""")

==T5 Slips Review==

Review the information (eg. business name, addresses) and amounts on the T5 slips are correct.

[[File:T5 Slips T5 Sample.png|500px]]

Review the slip total on the T5 Summary.

[[File:T5 Slips T5 Slip Summary.png|500px]]

[[File:T5 Slips T5 Box Amounts.png|500px]]

Print T5 (Hard Copy and PDF’s) and send to manager.

[[File:T5 Slips T5 Print PDF.png|250px]]

==T5 Slips Transmission==

When the file is ready for transfer, choose options under file to click on '''Slips Accounts'''. Enter '''Account Number''' and '''Web Access Code'''. 'Transmitter Number' can be empty and software will assign a number.

'''Account Number''': 105448567RZ0001

'''Web Access Code''': D00Z42

[[File:T5 Slips Slip Accounts.png|500px]]

[[File:T5 Slips Slip Accounts 2.png|500px]]

Click “Agree” to continue with T5 submission.

[[File:T5 Slips Internet file transfer.png|500px]]

Once T5 have been submitted, save a PDF copy that confirms the T5 submission.

The XML file can be saved in '''History''' under '''File'''. Click on the icon at the far right to save XML file.

[[File:T5 Slips XML save file.png|500px]]

Accounting Finance:T5 Slips

2024-01-16T18:07:34Z

Williamw: /* T5 Slips Preparation */

=T5 Slips=

The software to produce T5 slips is TaxCycle (Xero) and this software has to be purchase every year.

[https://www.taxcycle.com/ TaxCycle website]

==T5 Slips Preparation==

To begin, open the T5 software icon.

[[File:T5 Slips Open T5.png|500px]]

Prepare an Excel import file using the template from TaxCycle.
* The template can be retrieved clicking on the '''Create Excel''' template function.

[[File:T5 Slips Create template.png|500px]]

* Retrieve worksheet from manager and prepare the data to template for import.

[[File:T5 Slips Template worksheet.png|600px]]

Categories that are used to prepare T5 slip:
* Recipient Type (eg. Corporation, Individual)
* Social Insurance Number
* Individual First Name
* Individual Last Name
* Business Name
* Business Number
* Recipient Address Line 1
* Recipient Address Line 2
* Recipient Address City
* Recipient Address Province
* Recipient Address Postal Code
* Recipient Address Country
* Footnote (eg. Eligible Class G Dividend / Promissory Notes Interest / Class E & G Premium on Redemptions)
* Actual amount of dividends other than eligible dividends [Box 10]
* Interest from Canadian Sources [Box 13]
* Actual amount of eligible dividends [Box 24]

Click on '''Excel import''' when ready.

[[File:T5 Slips Excel import.png|500px]]

To view previous template used, the files are saved on TaxCycle Directory:

"""\\superserver.unipharm.local\Accounting\TaxCycle\"""{{unc|\\superserver.unipharm.local\Accounting\TaxCycle\}}

==T5 Slips Review==

Review the information (eg. business name, addresses) and amounts on the T5 slips are correct.

[[File:T5 Slips T5 Sample.png|500px]]

Review the slip total on the T5 Summary.

[[File:T5 Slips T5 Slip Summary.png|500px]]

[[File:T5 Slips T5 Box Amounts.png|500px]]

Print T5 (Hard Copy and PDF’s) and send to manager.

[[File:T5 Slips T5 Print PDF.png|250px]]

==T5 Slips Transmission==

When the file is ready for transfer, choose options under file to click on '''Slips Accounts'''. Enter '''Account Number''' and '''Web Access Code'''. 'Transmitter Number' can be empty and software will assign a number.

'''Account Number''': 105448567RZ0001

'''Web Access Code''': D00Z42

[[File:T5 Slips Slip Accounts.png|500px]]

[[File:T5 Slips Slip Accounts 2.png|500px]]

Click “Agree” to continue with T5 submission.

[[File:T5 Slips Internet file transfer.png|500px]]

Once T5 have been submitted, save a PDF copy that confirms the T5 submission.

The XML file can be saved in '''History''' under '''File'''. Click on the icon at the far right to save XML file.

[[File:T5 Slips XML save file.png|500px]]

Accounting Finance:T5 Slips

2024-01-16T18:06:34Z

Williamw: /* T5 Slips Preparation */

=T5 Slips=

The software to produce T5 slips is TaxCycle (Xero) and this software has to be purchase every year.

[https://www.taxcycle.com/ TaxCycle website]

==T5 Slips Preparation==

To begin, open the T5 software icon.

[[File:T5 Slips Open T5.png|500px]]

Prepare an Excel import file using the template from TaxCycle.
* The template can be retrieved clicking on the '''Create Excel''' template function.

[[File:T5 Slips Create template.png|500px]]

* Retrieve worksheet from manager and prepare the data to template for import.

[[File:T5 Slips Template worksheet.png|600px]]

Categories that are used to prepare T5 slip:
* Recipient Type (eg. Corporation, Individual)
* Social Insurance Number
* Individual First Name
* Individual Last Name
* Business Name
* Business Number
* Recipient Address Line 1
* Recipient Address Line 2
* Recipient Address City
* Recipient Address Province
* Recipient Address Postal Code
* Recipient Address Country
* Footnote (eg. Eligible Class G Dividend / Promissory Notes Interest / Class E & G Premium on Redemptions)
* Actual amount of dividends other than eligible dividends [Box 10]
* Interest from Canadian Sources [Box 13]
* Actual amount of eligible dividends [Box 24]

Click on '''Excel import''' when ready.

[[File:T5 Slips Excel import.png|500px]]

To view previous template used, the files are saved on TaxCycle Directory:

{{unc|\\superserver.unipharm.local\Accounting\TaxCycle\ \\superserver.unipharm.local\Accounting\TaxCycle\}}

==T5 Slips Review==

Review the information (eg. business name, addresses) and amounts on the T5 slips are correct.

[[File:T5 Slips T5 Sample.png|500px]]

Review the slip total on the T5 Summary.

[[File:T5 Slips T5 Slip Summary.png|500px]]

[[File:T5 Slips T5 Box Amounts.png|500px]]

Print T5 (Hard Copy and PDF’s) and send to manager.

[[File:T5 Slips T5 Print PDF.png|250px]]

==T5 Slips Transmission==

When the file is ready for transfer, choose options under file to click on '''Slips Accounts'''. Enter '''Account Number''' and '''Web Access Code'''. 'Transmitter Number' can be empty and software will assign a number.

'''Account Number''': 105448567RZ0001

'''Web Access Code''': D00Z42

[[File:T5 Slips Slip Accounts.png|500px]]

[[File:T5 Slips Slip Accounts 2.png|500px]]

Click “Agree” to continue with T5 submission.

[[File:T5 Slips Internet file transfer.png|500px]]

Once T5 have been submitted, save a PDF copy that confirms the T5 submission.

The XML file can be saved in '''History''' under '''File'''. Click on the icon at the far right to save XML file.

[[File:T5 Slips XML save file.png|500px]]

Accounting Finance:T5 Slips

2024-01-16T18:05:36Z

Williamw: /* T5 Slips Preparation */

=T5 Slips=

The software to produce T5 slips is TaxCycle (Xero) and this software has to be purchase every year.

[https://www.taxcycle.com/ TaxCycle website]

==T5 Slips Preparation==

To begin, open the T5 software icon.

[[File:T5 Slips Open T5.png|500px]]

Prepare an Excel import file using the template from TaxCycle.
* The template can be retrieved clicking on the '''Create Excel''' template function.

[[File:T5 Slips Create template.png|500px]]

* Retrieve worksheet from manager and prepare the data to template for import.

[[File:T5 Slips Template worksheet.png|600px]]

Categories that are used to prepare T5 slip:
* Recipient Type (eg. Corporation, Individual)
* Social Insurance Number
* Individual First Name
* Individual Last Name
* Business Name
* Business Number
* Recipient Address Line 1
* Recipient Address Line 2
* Recipient Address City
* Recipient Address Province
* Recipient Address Postal Code
* Recipient Address Country
* Footnote (eg. Eligible Class G Dividend / Promissory Notes Interest / Class E & G Premium on Redemptions)
* Actual amount of dividends other than eligible dividends [Box 10]
* Interest from Canadian Sources [Box 13]
* Actual amount of eligible dividends [Box 24]

Click on '''Excel import''' when ready.

[[File:T5 Slips Excel import.png|500px]]

To view previous template used, the files are saved on:

{{unc|\\superserver.unipharm.local\Accounting\TaxCycle\}}

==T5 Slips Review==

Review the information (eg. business name, addresses) and amounts on the T5 slips are correct.

[[File:T5 Slips T5 Sample.png|500px]]

Review the slip total on the T5 Summary.

[[File:T5 Slips T5 Slip Summary.png|500px]]

[[File:T5 Slips T5 Box Amounts.png|500px]]

Print T5 (Hard Copy and PDF’s) and send to manager.

[[File:T5 Slips T5 Print PDF.png|250px]]

==T5 Slips Transmission==

When the file is ready for transfer, choose options under file to click on '''Slips Accounts'''. Enter '''Account Number''' and '''Web Access Code'''. 'Transmitter Number' can be empty and software will assign a number.

'''Account Number''': 105448567RZ0001

'''Web Access Code''': D00Z42

[[File:T5 Slips Slip Accounts.png|500px]]

[[File:T5 Slips Slip Accounts 2.png|500px]]

Click “Agree” to continue with T5 submission.

[[File:T5 Slips Internet file transfer.png|500px]]

Once T5 have been submitted, save a PDF copy that confirms the T5 submission.

The XML file can be saved in '''History''' under '''File'''. Click on the icon at the far right to save XML file.

[[File:T5 Slips XML save file.png|500px]]

Accounting Finance:T5 Slips

2024-01-16T18:02:52Z

Williamw: /* T5 Slips Preparation */

=T5 Slips=

The software to produce T5 slips is TaxCycle (Xero) and this software has to be purchase every year.

[https://www.taxcycle.com/ TaxCycle website]

==T5 Slips Preparation==

To begin, open the T5 software icon.

[[File:T5 Slips Open T5.png|500px]]

Prepare an Excel import file using the template from TaxCycle.
* The template can be retrieved clicking on the '''Create Excel''' template function.

[[File:T5 Slips Create template.png|500px]]

* Retrieve worksheet from manager and prepare the data to template for import.

[[File:T5 Slips Template worksheet.png|600px]]

Categories that are used to prepare T5 slip:
* Recipient Type (eg. Corporation, Individual)
* Social Insurance Number
* Individual First Name
* Individual Last Name
* Business Name
* Business Number
* Recipient Address Line 1
* Recipient Address Line 2
* Recipient Address City
* Recipient Address Province
* Recipient Address Postal Code
* Recipient Address Country
* Footnote (eg. Eligible Class G Dividend / Promissory Notes Interest / Class E & G Premium on Redemptions)
* Actual amount of dividends other than eligible dividends [Box 10]
* Interest from Canadian Sources [Box 13]
* Actual amount of eligible dividends [Box 24]

Click on '''Excel import''' when ready.

[[File:T5 Slips Excel import.png|500px]]

To view previous template used, the files are saved on:

\\superserver.unipharm.local\Accounting\TaxCycle\

==T5 Slips Review==

Review the information (eg. business name, addresses) and amounts on the T5 slips are correct.

[[File:T5 Slips T5 Sample.png|500px]]

Review the slip total on the T5 Summary.

[[File:T5 Slips T5 Slip Summary.png|500px]]

[[File:T5 Slips T5 Box Amounts.png|500px]]

Print T5 (Hard Copy and PDF’s) and send to manager.

[[File:T5 Slips T5 Print PDF.png|250px]]

==T5 Slips Transmission==

When the file is ready for transfer, choose options under file to click on '''Slips Accounts'''. Enter '''Account Number''' and '''Web Access Code'''. 'Transmitter Number' can be empty and software will assign a number.

'''Account Number''': 105448567RZ0001

'''Web Access Code''': D00Z42

[[File:T5 Slips Slip Accounts.png|500px]]

[[File:T5 Slips Slip Accounts 2.png|500px]]

Click “Agree” to continue with T5 submission.

[[File:T5 Slips Internet file transfer.png|500px]]

Once T5 have been submitted, save a PDF copy that confirms the T5 submission.

The XML file can be saved in '''History''' under '''File'''. Click on the icon at the far right to save XML file.

[[File:T5 Slips XML save file.png|500px]]

Accounting Finance:T5 Slips

2024-01-16T18:00:25Z

Williamw: /* T5 Slips */

=T5 Slips=

The software to produce T5 slips is TaxCycle (Xero) and this software has to be purchase every year.

[https://www.taxcycle.com/ TaxCycle website]

==T5 Slips Preparation==

To begin, open the T5 software icon.

[[File:T5 Slips Open T5.png|500px]]

Prepare an Excel import file using the template from TaxCycle.
* The template can be retrieved clicking on the '''Create Excel''' template function.

[[File:T5 Slips Create template.png|500px]]

* Retrieve worksheet from manager and prepare the data to template for import.

[[File:T5 Slips Template worksheet.png|600px]]

Categories that are used to prepare T5 slip:
* Recipient Type (eg. Corporation, Individual)
* Social Insurance Number
* Individual First Name
* Individual Last Name
* Business Name
* Business Number
* Recipient Address Line 1
* Recipient Address Line 2
* Recipient Address City
* Recipient Address Province
* Recipient Address Postal Code
* Recipient Address Country
* Footnote (eg. Eligible Class G Dividend / Promissory Notes Interest / Class E & G Premium on Redemptions)
* Actual amount of dividends other than eligible dividends [Box 10]
* Interest from Canadian Sources [Box 13]
* Actual amount of eligible dividends [Box 24]

Click on '''Excel import''' when ready.

[[File:T5 Slips Excel import.png|500px]]

==T5 Slips Review==

Review the information (eg. business name, addresses) and amounts on the T5 slips are correct.

[[File:T5 Slips T5 Sample.png|500px]]

Review the slip total on the T5 Summary.

[[File:T5 Slips T5 Slip Summary.png|500px]]

[[File:T5 Slips T5 Box Amounts.png|500px]]

Print T5 (Hard Copy and PDF’s) and send to manager.

[[File:T5 Slips T5 Print PDF.png|250px]]

==T5 Slips Transmission==

When the file is ready for transfer, choose options under file to click on '''Slips Accounts'''. Enter '''Account Number''' and '''Web Access Code'''. 'Transmitter Number' can be empty and software will assign a number.

'''Account Number''': 105448567RZ0001

'''Web Access Code''': D00Z42

[[File:T5 Slips Slip Accounts.png|500px]]

[[File:T5 Slips Slip Accounts 2.png|500px]]

Click “Agree” to continue with T5 submission.

[[File:T5 Slips Internet file transfer.png|500px]]

Once T5 have been submitted, save a PDF copy that confirms the T5 submission.

The XML file can be saved in '''History''' under '''File'''. Click on the icon at the far right to save XML file.

[[File:T5 Slips XML save file.png|500px]]

Accounting Finance:T5 Slips

2024-01-16T17:38:16Z

Williamw: /* T5 Slips */

=T5 Slips=

The software to produce T5 slips is TaxCycle (Xero) and this software has to be purchase every year.

Link: [https://www.taxcycle.com/ TaxCycle]

==T5 Slips Preparation==

To begin, open the T5 software icon.

[[File:T5 Slips Open T5.png|500px]]

Prepare an Excel import file using the template from TaxCycle.
* The template can be retrieved clicking on the '''Create Excel''' template function.

[[File:T5 Slips Create template.png|500px]]

* Retrieve worksheet from manager and prepare the data to template for import.

[[File:T5 Slips Template worksheet.png|600px]]

Categories that are used to prepare T5 slip:
* Recipient Type (eg. Corporation, Individual)
* Social Insurance Number
* Individual First Name
* Individual Last Name
* Business Name
* Business Number
* Recipient Address Line 1
* Recipient Address Line 2
* Recipient Address City
* Recipient Address Province
* Recipient Address Postal Code
* Recipient Address Country
* Footnote (eg. Eligible Class G Dividend / Promissory Notes Interest / Class E & G Premium on Redemptions)
* Actual amount of dividends other than eligible dividends [Box 10]
* Interest from Canadian Sources [Box 13]
* Actual amount of eligible dividends [Box 24]

Click on '''Excel import''' when ready.

[[File:T5 Slips Excel import.png|500px]]

==T5 Slips Review==

Review the information (eg. business name, addresses) and amounts on the T5 slips are correct.

[[File:T5 Slips T5 Sample.png|500px]]

Review the slip total on the T5 Summary.

[[File:T5 Slips T5 Slip Summary.png|500px]]

[[File:T5 Slips T5 Box Amounts.png|500px]]

Print T5 (Hard Copy and PDF’s) and send to manager.

[[File:T5 Slips T5 Print PDF.png|250px]]

==T5 Slips Transmission==

When the file is ready for transfer, choose options under file to click on '''Slips Accounts'''. Enter '''Account Number''' and '''Web Access Code'''. 'Transmitter Number' can be empty and software will assign a number.

'''Account Number''': 105448567RZ0001

'''Web Access Code''': D00Z42

[[File:T5 Slips Slip Accounts.png|500px]]

[[File:T5 Slips Slip Accounts 2.png|500px]]

Click “Agree” to continue with T5 submission.

[[File:T5 Slips Internet file transfer.png|500px]]

Once T5 have been submitted, save a PDF copy that confirms the T5 submission.

The XML file can be saved in '''History''' under '''File'''. Click on the icon at the far right to save XML file.

[[File:T5 Slips XML save file.png|500px]]

Accounting Finance:T5 Slips

2024-01-16T17:37:51Z

Williamw: /* T5 Slips Preparation */

=T5 Slips=

The software to produce T5 slips is TaxCycle (Xero) and this software has to be purchase every year.

Link: [https://www.taxcycle.com/]

==T5 Slips Preparation==

To begin, open the T5 software icon.

[[File:T5 Slips Open T5.png|500px]]

Prepare an Excel import file using the template from TaxCycle.
* The template can be retrieved clicking on the '''Create Excel''' template function.

[[File:T5 Slips Create template.png|500px]]

* Retrieve worksheet from manager and prepare the data to template for import.

[[File:T5 Slips Template worksheet.png|600px]]

Categories that are used to prepare T5 slip:
* Recipient Type (eg. Corporation, Individual)
* Social Insurance Number
* Individual First Name
* Individual Last Name
* Business Name
* Business Number
* Recipient Address Line 1
* Recipient Address Line 2
* Recipient Address City
* Recipient Address Province
* Recipient Address Postal Code
* Recipient Address Country
* Footnote (eg. Eligible Class G Dividend / Promissory Notes Interest / Class E & G Premium on Redemptions)
* Actual amount of dividends other than eligible dividends [Box 10]
* Interest from Canadian Sources [Box 13]
* Actual amount of eligible dividends [Box 24]

Click on '''Excel import''' when ready.

[[File:T5 Slips Excel import.png|500px]]

==T5 Slips Review==

Review the information (eg. business name, addresses) and amounts on the T5 slips are correct.

[[File:T5 Slips T5 Sample.png|500px]]

Review the slip total on the T5 Summary.

[[File:T5 Slips T5 Slip Summary.png|500px]]

[[File:T5 Slips T5 Box Amounts.png|500px]]

Print T5 (Hard Copy and PDF’s) and send to manager.

[[File:T5 Slips T5 Print PDF.png|250px]]

==T5 Slips Transmission==

When the file is ready for transfer, choose options under file to click on '''Slips Accounts'''. Enter '''Account Number''' and '''Web Access Code'''. 'Transmitter Number' can be empty and software will assign a number.

'''Account Number''': 105448567RZ0001

'''Web Access Code''': D00Z42

[[File:T5 Slips Slip Accounts.png|500px]]

[[File:T5 Slips Slip Accounts 2.png|500px]]

Click “Agree” to continue with T5 submission.

[[File:T5 Slips Internet file transfer.png|500px]]

Once T5 have been submitted, save a PDF copy that confirms the T5 submission.

The XML file can be saved in '''History''' under '''File'''. Click on the icon at the far right to save XML file.

[[File:T5 Slips XML save file.png|500px]]

Accounting Finance:T5 Slips

2024-01-16T17:37:33Z

Williamw: /* T5 Slips */

=T5 Slips=

The software to produce T5 slips is TaxCycle (Xero) and this software has to be purchase every year.

Link: [https://www.taxcycle.com/]

==T5 Slips Preparation==

To begin, open T5 software icon.

[[File:T5 Slips Open T5.png|500px]]

Prepare an Excel import file using the template from TaxCycle.
* The template can be retrieved clicking on the '''Create Excel''' template function.

[[File:T5 Slips Create template.png|500px]]

* Retrieve worksheet from manager and prepare the data to template for import.

[[File:T5 Slips Template worksheet.png|600px]]

Categories that are used to prepare T5 slip:
* Recipient Type (eg. Corporation, Individual)
* Social Insurance Number
* Individual First Name
* Individual Last Name
* Business Name
* Business Number
* Recipient Address Line 1
* Recipient Address Line 2
* Recipient Address City
* Recipient Address Province
* Recipient Address Postal Code
* Recipient Address Country
* Footnote (eg. Eligible Class G Dividend / Promissory Notes Interest / Class E & G Premium on Redemptions)
* Actual amount of dividends other than eligible dividends [Box 10]
* Interest from Canadian Sources [Box 13]
* Actual amount of eligible dividends [Box 24]

Click on '''Excel import''' when ready.

[[File:T5 Slips Excel import.png|500px]]

==T5 Slips Review==

Review the information (eg. business name, addresses) and amounts on the T5 slips are correct.

[[File:T5 Slips T5 Sample.png|500px]]

Review the slip total on the T5 Summary.

[[File:T5 Slips T5 Slip Summary.png|500px]]

[[File:T5 Slips T5 Box Amounts.png|500px]]

Print T5 (Hard Copy and PDF’s) and send to manager.

[[File:T5 Slips T5 Print PDF.png|250px]]

==T5 Slips Transmission==

When the file is ready for transfer, choose options under file to click on '''Slips Accounts'''. Enter '''Account Number''' and '''Web Access Code'''. 'Transmitter Number' can be empty and software will assign a number.

'''Account Number''': 105448567RZ0001

'''Web Access Code''': D00Z42

[[File:T5 Slips Slip Accounts.png|500px]]

[[File:T5 Slips Slip Accounts 2.png|500px]]

Click “Agree” to continue with T5 submission.

[[File:T5 Slips Internet file transfer.png|500px]]

Once T5 have been submitted, save a PDF copy that confirms the T5 submission.

The XML file can be saved in '''History''' under '''File'''. Click on the icon at the far right to save XML file.

[[File:T5 Slips XML save file.png|500px]]

File:T5 Slips Open T5.png

2024-01-16T17:35:49Z

Williamw:

T5 Slips Open T5

Accounting Finance:T5 Slips

2024-01-16T17:03:02Z

Williamw: /* T5 Slips Transmission */

=T5 Slips=

==T5 Slips Preparation==
Prepare an Excel import file using the template from TaxCycle.
* The template can be retrieved clicking on the '''Create Excel''' template function.

[[File:T5 Slips Create template.png|250px]]

* Retrieve worksheet from manager and prepare the data to template for import.

[[File:T5 Slips Template worksheet.png|600px]]

Categories that are used to prepare T5 slip:
* Recipient Type (eg. Corporation, Individual)
* Social Insurance Number
* Individual First Name
* Individual Last Name
* Business Name
* Business Number
* Recipient Address Line 1
* Recipient Address Line 2
* Recipient Address City
* Recipient Address Province
* Recipient Address Postal Code
* Recipient Address Country
* Footnote (eg. Eligible Class G Dividend / Promissory Notes Interest / Class E & G Premium on Redemptions)
* Actual amount of dividends other than eligible dividends [Box 10]
* Interest from Canadian Sources [Box 13]
* Actual amount of eligible dividends [Box 24]

Click on '''Excel import''' when ready.

[[File:T5 Slips Excel import.png|500px]]

==T5 Slips Review==

Review the information (eg. business name, addresses) and amounts on the T5 slips are correct.

[[File:T5 Slips T5 Sample.png|500px]]

Review the slip total on the T5 Summary.

[[File:T5 Slips T5 Slip Summary.png|500px]]

[[File:T5 Slips T5 Box Amounts.png|500px]]

Print T5 (Hard Copy and PDF’s) and send to manager.

[[File:T5 Slips T5 Print PDF.png|250px]]

==T5 Slips Transmission==

When the file is ready for transfer, choose options under file to click on '''Slips Accounts'''. Enter '''Account Number''' and '''Web Access Code'''. 'Transmitter Number' can be empty and software will assign a number.

'''Account Number''': 105448567RZ0001

'''Web Access Code''': D00Z42

[[File:T5 Slips Slip Accounts.png|500px]]

[[File:T5 Slips Slip Accounts 2.png|500px]]

Click “Agree” to continue with T5 submission.

[[File:T5 Slips Internet file transfer.png|500px]]

Once T5 have been submitted, save a PDF copy that confirms the T5 submission.

The XML file can be saved in '''History''' under '''File'''. Click on the icon at the far right to save XML file.

[[File:T5 Slips XML save file.png|500px]]

Accounting Finance:T5 Slips

2024-01-16T17:01:12Z

Williamw: /* T5 Slips Transmission */

Accounting Finance:T5 Slips

2024-01-11T23:13:47Z

Williamw: /* T5 Slips Review */

=T5 Slips=

==T5 Slips Preparation==
Prepare an Excel import file using the template from TaxCycle.
* The template can be retrieved clicking on the '''Create Excel''' template function.

[[File:T5 Slips Create template.png|250px]]

* Retrieve worksheet from manager and prepare the data to template for import.

[[File:T5 Slips Template worksheet.png|600px]]

Categories that are used to prepare T5 slip:
* Recipient Type (eg. Corporation, Individual)
* Social Insurance Number
* Individual First Name
* Individual Last Name
* Business Name
* Business Number
* Recipient Address Line 1
* Recipient Address Line 2
* Recipient Address City
* Recipient Address Province
* Recipient Address Postal Code
* Recipient Address Country
* Footnote (eg. Eligible Class G Dividend / Promissory Notes Interest / Class E & G Premium on Redemptions)
* Actual amount of dividends other than eligible dividends [Box 10]
* Interest from Canadian Sources [Box 13]
* Actual amount of eligible dividends [Box 24]

Click on '''Excel import''' when ready.

[[File:T5 Slips Excel import.png|500px]]

==T5 Slips Review==

Review the information (eg. business name, addresses) and amounts on the T5 slips are correct.

[[File:T5 Slips T5 Sample.png|500px]]

Review the slip total on the T5 Summary.

[[File:T5 Slips T5 Slip Summary.png|500px]]

[[File:T5 Slips T5 Box Amounts.png|500px]]

Print T5 (Hard Copy and PDF’s) and send to manager.

[[File:T5 Slips T5 Print PDF.png|250px]]

==T5 Slips Transmission==

When the file is ready for transfer, choose options under file to click on '''Slips Accounts'''. Enter '''Account Number''' and '''Web Access Code'''. 'Transmitter Number' can be empty and software will assign a number.

[[File:T5 Slips Slip Accounts.png|500px]]

[[File:T5 Slips Slip Accounts 2.png|500px]]

Click “Agree” to continue with T5 submission.

[[File:T5 Slips Internet file transfer.png|500px]]

Once T5 have been submitted, save a PDF copy that confirms the T5 submission.

The XML file can be saved in '''History''' under '''File'''. Click on the icon at the far right to save XML file.

[[File:T5 Slips XML save file.png|500px]]

Accounting Finance:T5 Slips

2024-01-11T23:07:26Z

Williamw: /* T5 Slips Transmission */

=T5 Slips=

==T5 Slips Preparation==
Prepare an Excel import file using the template from TaxCycle.
* The template can be retrieved clicking on the '''Create Excel''' template function.

[[File:T5 Slips Create template.png|250px]]

* Retrieve worksheet from manager and prepare the data to template for import.

[[File:T5 Slips Template worksheet.png|600px]]

Categories that are used to prepare T5 slip:
* Recipient Type (eg. Corporation, Individual)
* Social Insurance Number
* Individual First Name
* Individual Last Name
* Business Name
* Business Number
* Recipient Address Line 1
* Recipient Address Line 2
* Recipient Address City
* Recipient Address Province
* Recipient Address Postal Code
* Recipient Address Country
* Footnote (eg. Eligible Class G Dividend / Promissory Notes Interest / Class E & G Premium on Redemptions)
* Actual amount of dividends other than eligible dividends [Box 10]
* Interest from Canadian Sources [Box 13]
* Actual amount of eligible dividends [Box 24]

Click on '''Excel import''' when ready.

[[File:T5 Slips Excel import.png|500px]]

==T5 Slips Review==

Review the information (eg. addresses) and amounts on the T5 slips are correct.

[[File:T5 Slips T5 Sample.png|500px]]

Review the slip total on the T5 Summary.

[[File:T5 Slips T5 Slip Summary.png|500px]]

[[File:T5 Slips T5 Box Amounts.png|500px]]

Print T5 (Hard Copy and PDF’s) and send to manager.

[[File:T5 Slips T5 Print PDF.png|250px]]

==T5 Slips Transmission==

When the file is ready for transfer, choose options under file to click on '''Slips Accounts'''. Enter '''Account Number''' and '''Web Access Code'''. 'Transmitter Number' can be empty and software will assign a number.

[[File:T5 Slips Slip Accounts.png|500px]]

[[File:T5 Slips Slip Accounts 2.png|500px]]

Click “Agree” to continue with T5 submission.

[[File:T5 Slips Internet file transfer.png|500px]]

Once T5 have been submitted, save a PDF copy that confirms the T5 submission.

The XML file can be saved in '''History''' under '''File'''. Click on the icon at the far right to save XML file.

[[File:T5 Slips XML save file.png|500px]]

Accounting Finance:T5 Slips

2024-01-11T23:05:56Z

Williamw: /* T5 Slips Transmission */

=T5 Slips=

==T5 Slips Preparation==
Prepare an Excel import file using the template from TaxCycle.
* The template can be retrieved clicking on the '''Create Excel''' template function.

[[File:T5 Slips Create template.png|250px]]

* Retrieve worksheet from manager and prepare the data to template for import.

[[File:T5 Slips Template worksheet.png|600px]]

Categories that are used to prepare T5 slip:
* Recipient Type (eg. Corporation, Individual)
* Social Insurance Number
* Individual First Name
* Individual Last Name
* Business Name
* Business Number
* Recipient Address Line 1
* Recipient Address Line 2
* Recipient Address City
* Recipient Address Province
* Recipient Address Postal Code
* Recipient Address Country
* Footnote (eg. Eligible Class G Dividend / Promissory Notes Interest / Class E & G Premium on Redemptions)
* Actual amount of dividends other than eligible dividends [Box 10]
* Interest from Canadian Sources [Box 13]
* Actual amount of eligible dividends [Box 24]

Click on '''Excel import''' when ready.

[[File:T5 Slips Excel import.png|500px]]

==T5 Slips Review==

Review the information (eg. addresses) and amounts on the T5 slips are correct.

[[File:T5 Slips T5 Sample.png|500px]]

Review the slip total on the T5 Summary.

[[File:T5 Slips T5 Slip Summary.png|500px]]

[[File:T5 Slips T5 Box Amounts.png|500px]]

Print T5 (Hard Copy and PDF’s) and send to manager.

[[File:T5 Slips T5 Print PDF.png|250px]]

==T5 Slips Transmission==

When the file is ready for transfer, choose options under file to click on '''Slips Accounts'''. Enter '''Account Number''' and '''Web Access Code'''. 'Transmitter Number' can be empty and software will assign a number.

[[File:T5 Slips Slip Accounts.png|500px]]

[[File:T5 Slips Slip Accounts 2.png|500px]]

Click “Agree” to continue with T5 submission.

Save PDF of T5 submission confirmation.

[[File:T5 Slips Internet file transfer.png|500px]]

Save xml file in '''History''' under '''File'''. Click on the icon at the far right to save XML file.

[[File:T5 Slips XML save file.png|500px]]

Accounting Finance:T5 Slips

2024-01-11T23:05:26Z

Williamw: /* T5 Slips Transmission */

=T5 Slips=

==T5 Slips Preparation==
Prepare an Excel import file using the template from TaxCycle.
* The template can be retrieved clicking on the '''Create Excel''' template function.

[[File:T5 Slips Create template.png|250px]]

* Retrieve worksheet from manager and prepare the data to template for import.

[[File:T5 Slips Template worksheet.png|600px]]

Categories that are used to prepare T5 slip:
* Recipient Type (eg. Corporation, Individual)
* Social Insurance Number
* Individual First Name
* Individual Last Name
* Business Name
* Business Number
* Recipient Address Line 1
* Recipient Address Line 2
* Recipient Address City
* Recipient Address Province
* Recipient Address Postal Code
* Recipient Address Country
* Footnote (eg. Eligible Class G Dividend / Promissory Notes Interest / Class E & G Premium on Redemptions)
* Actual amount of dividends other than eligible dividends [Box 10]
* Interest from Canadian Sources [Box 13]
* Actual amount of eligible dividends [Box 24]

Click on '''Excel import''' when ready.

[[File:T5 Slips Excel import.png|500px]]

==T5 Slips Review==

Review the information (eg. addresses) and amounts on the T5 slips are correct.

[[File:T5 Slips T5 Sample.png|500px]]

Review the slip total on the T5 Summary.

[[File:T5 Slips T5 Slip Summary.png|500px]]

[[File:T5 Slips T5 Box Amounts.png|500px]]

Print T5 (Hard Copy and PDF’s) and send to manager.

[[File:T5 Slips T5 Print PDF.png|250px]]

==T5 Slips Transmission==

When the file is ready for transfer, choose options under file to click on '''Slips Accounts'''. Enter '''Account Number''' and '''Web Access Code'''. 'Transmitter Number' can be empty and software will assign a number.

[[File:T5 Slips Slip Accounts.png|500px]]

[[File:T5 Slips Slip Accounts 2.png|500px]]

Click “Agree” to continue with T5 submission.

[[File:T5 Slips Internet file transfer.png|500px]]

Save xml file in '''History''' under '''File'''. Click on the icon at the far right to save XML file.

Save PDF of T5 submission confirmation.

[[File:T5 Slips XML save file.png|500px]]

Accounting Finance:T5 Slips

2024-01-11T23:04:10Z

Williamw: /* T5 Slip Transmission */

=T5 Slips=

==T5 Slips Preparation==
Prepare an Excel import file using the template from TaxCycle.
* The template can be retrieved clicking on the '''Create Excel''' template function.

[[File:T5 Slips Create template.png|250px]]

* Retrieve worksheet from manager and prepare the data to template for import.

[[File:T5 Slips Template worksheet.png|600px]]

Categories that are used to prepare T5 slip:
* Recipient Type (eg. Corporation, Individual)
* Social Insurance Number
* Individual First Name
* Individual Last Name
* Business Name
* Business Number
* Recipient Address Line 1
* Recipient Address Line 2
* Recipient Address City
* Recipient Address Province
* Recipient Address Postal Code
* Recipient Address Country
* Footnote (eg. Eligible Class G Dividend / Promissory Notes Interest / Class E & G Premium on Redemptions)
* Actual amount of dividends other than eligible dividends [Box 10]
* Interest from Canadian Sources [Box 13]
* Actual amount of eligible dividends [Box 24]

Click on '''Excel import''' when ready.

[[File:T5 Slips Excel import.png|500px]]

==T5 Slips Review==

Review the information (eg. addresses) and amounts on the T5 slips are correct.

[[File:T5 Slips T5 Sample.png|500px]]

Review the slip total on the T5 Summary.

[[File:T5 Slips T5 Slip Summary.png|500px]]

[[File:T5 Slips T5 Box Amounts.png|500px]]

Print T5 (Hard Copy and PDF’s) and send to manager.

[[File:T5 Slips T5 Print PDF.png|250px]]

==T5 Slips Transmission==

When the file is ready for transfer, choose options under file to click on '''Slips Accounts'''. Enter '''Account Number''' and '''Web Access Code'''. 'Transmitter Number' can be empty and software will assign a number.

[[File:T5 Slips Slip Accounts.png|500px]]

[[File:T5 Slips Slip Accounts 2.png|500px]]

Click “Agree” to continue with T5 submission.

[[File:T5 Slips Internet file transfer.png|500px]]

Save xml file in '''History''' under '''File'''. Click on the icon at the far right to save XML file.

[[File:T5 Slips XML save file.png|500px]]

Accounting Finance:T5 Slips

2024-01-11T23:03:47Z

Williamw: /* T5 Slip Review */

=T5 Slips=

==T5 Slips Preparation==
Prepare an Excel import file using the template from TaxCycle.
* The template can be retrieved clicking on the '''Create Excel''' template function.

[[File:T5 Slips Create template.png|250px]]

* Retrieve worksheet from manager and prepare the data to template for import.

[[File:T5 Slips Template worksheet.png|600px]]

Categories that are used to prepare T5 slip:
* Recipient Type (eg. Corporation, Individual)
* Social Insurance Number
* Individual First Name
* Individual Last Name
* Business Name
* Business Number
* Recipient Address Line 1
* Recipient Address Line 2
* Recipient Address City
* Recipient Address Province
* Recipient Address Postal Code
* Recipient Address Country
* Footnote (eg. Eligible Class G Dividend / Promissory Notes Interest / Class E & G Premium on Redemptions)
* Actual amount of dividends other than eligible dividends [Box 10]
* Interest from Canadian Sources [Box 13]
* Actual amount of eligible dividends [Box 24]

Click on '''Excel import''' when ready.

[[File:T5 Slips Excel import.png|500px]]

==T5 Slips Review==

Review the information (eg. addresses) and amounts on the T5 slips are correct.

[[File:T5 Slips T5 Sample.png|500px]]

Review the slip total on the T5 Summary.

[[File:T5 Slips T5 Slip Summary.png|500px]]

[[File:T5 Slips T5 Box Amounts.png|500px]]

Print T5 (Hard Copy and PDF’s) and send to manager.

[[File:T5 Slips T5 Print PDF.png|250px]]

==T5 Slip Transmission==

When the file is ready for transfer, choose options under file to click on '''Slips Accounts'''. Enter '''Account Number''' and '''Web Access Code'''. 'Transmitter Number' can be empty and software will assign a number.

[[File:T5 Slips Slip Accounts.png|500px]]

[[File:T5 Slips Slip Accounts 2.png|500px]]

Click “Agree” to continue with T5 submission.

[[File:T5 Slips Internet file transfer.png|500px]]

Save xml file in '''History''' under '''File'''. Click on the icon at the far right to save XML file.

[[File:T5 Slips XML save file.png|500px]]

Accounting Finance:T5 Slips

2024-01-11T23:03:42Z

Williamw: /* T5 Slip Preparation */

=T5 Slips=

==T5 Slips Preparation==
Prepare an Excel import file using the template from TaxCycle.
* The template can be retrieved clicking on the '''Create Excel''' template function.

[[File:T5 Slips Create template.png|250px]]

* Retrieve worksheet from manager and prepare the data to template for import.

[[File:T5 Slips Template worksheet.png|600px]]

Categories that are used to prepare T5 slip:
* Recipient Type (eg. Corporation, Individual)
* Social Insurance Number
* Individual First Name
* Individual Last Name
* Business Name
* Business Number
* Recipient Address Line 1
* Recipient Address Line 2
* Recipient Address City
* Recipient Address Province
* Recipient Address Postal Code
* Recipient Address Country
* Footnote (eg. Eligible Class G Dividend / Promissory Notes Interest / Class E & G Premium on Redemptions)
* Actual amount of dividends other than eligible dividends [Box 10]
* Interest from Canadian Sources [Box 13]
* Actual amount of eligible dividends [Box 24]

Click on '''Excel import''' when ready.

[[File:T5 Slips Excel import.png|500px]]

==T5 Slip Review==

Review the information (eg. addresses) and amounts on the T5 slips are correct.

[[File:T5 Slips T5 Sample.png|500px]]

Review the slip total on the T5 Summary.

[[File:T5 Slips T5 Slip Summary.png|500px]]

[[File:T5 Slips T5 Box Amounts.png|500px]]

Print T5 (Hard Copy and PDF’s) and send to manager.

[[File:T5 Slips T5 Print PDF.png|250px]]

==T5 Slip Transmission==

When the file is ready for transfer, choose options under file to click on '''Slips Accounts'''. Enter '''Account Number''' and '''Web Access Code'''. 'Transmitter Number' can be empty and software will assign a number.

[[File:T5 Slips Slip Accounts.png|500px]]

[[File:T5 Slips Slip Accounts 2.png|500px]]

Click “Agree” to continue with T5 submission.

[[File:T5 Slips Internet file transfer.png|500px]]

Save xml file in '''History''' under '''File'''. Click on the icon at the far right to save XML file.

[[File:T5 Slips XML save file.png|500px]]

Accounting Finance:T5 Slips

2024-01-11T22:58:37Z

Williamw: /* T5 Slip Transmission */

=T5 Slips=

==T5 Slip Preparation==
Prepare an Excel import file using the template from TaxCycle.
* The template can be retrieved clicking on the '''Create Excel''' template function.

[[File:T5 Slips Create template.png|250px]]

* Retrieve worksheet from manager and prepare the data to template for import.

[[File:T5 Slips Template worksheet.png|600px]]

Categories that are used to prepare T5 slip:
* Recipient Type (eg. Corporation, Individual)
* Social Insurance Number
* Individual First Name
* Individual Last Name
* Business Name
* Business Number
* Recipient Address Line 1
* Recipient Address Line 2
* Recipient Address City
* Recipient Address Province
* Recipient Address Postal Code
* Recipient Address Country
* Footnote (eg. Eligible Class G Dividend / Promissory Notes Interest / Class E & G Premium on Redemptions)
* Actual amount of dividends other than eligible dividends [Box 10]
* Interest from Canadian Sources [Box 13]
* Actual amount of eligible dividends [Box 24]

Click on '''Excel import''' when ready.

[[File:T5 Slips Excel import.png|500px]]

==T5 Slip Review==

Review the information (eg. addresses) and amounts on the T5 slips are correct.

[[File:T5 Slips T5 Sample.png|500px]]

Review the slip total on the T5 Summary.

[[File:T5 Slips T5 Slip Summary.png|500px]]

[[File:T5 Slips T5 Box Amounts.png|500px]]

Print T5 (Hard Copy and PDF’s) and send to manager.

[[File:T5 Slips T5 Print PDF.png|250px]]

==T5 Slip Transmission==

When the file is ready for transfer, choose options under file to click on '''Slips Accounts'''. Enter '''Account Number''' and '''Web Access Code'''. 'Transmitter Number' can be empty and software will assign a number.

[[File:T5 Slips Slip Accounts.png|500px]]

[[File:T5 Slips Slip Accounts 2.png|500px]]

Click “Agree” to continue with T5 submission.

[[File:T5 Slips Internet file transfer.png|500px]]

Save xml file in '''History''' under '''File'''. Click on the icon at the far right to save XML file.

[[File:T5 Slips XML save file.png|500px]]

Accounting Finance:T5 Slips

2024-01-11T22:57:27Z

Williamw: /* T5 Slip Transmission */

File:T5 Slips XML save file.png

2024-01-11T22:57:16Z

Williamw:

T5 Slips XML save file

File:T5 Slips Internet file transfer.png

2024-01-11T22:56:19Z

Williamw:

T5 Slips Internet file transfer

File:T5 Slips Slip Accounts 2.png

2024-01-11T22:52:42Z

Williamw:

T5 Slips Slip Accounts 2

Accounting Finance:T5 Slips

2024-01-11T22:51:49Z

Williamw: /* T5 Slip Review */

=T5 Slips=

==T5 Slip Preparation==
Prepare an Excel import file using the template from TaxCycle.
* The template can be retrieved clicking on the '''Create Excel''' template function.

[[File:T5 Slips Create template.png|250px]]

* Retrieve worksheet from manager and prepare the data to template for import.

[[File:T5 Slips Template worksheet.png|600px]]

Categories that are used to prepare T5 slip:
* Recipient Type (eg. Corporation, Individual)
* Social Insurance Number
* Individual First Name
* Individual Last Name
* Business Name
* Business Number
* Recipient Address Line 1
* Recipient Address Line 2
* Recipient Address City
* Recipient Address Province
* Recipient Address Postal Code
* Recipient Address Country
* Footnote (eg. Eligible Class G Dividend / Promissory Notes Interest / Class E & G Premium on Redemptions)
* Actual amount of dividends other than eligible dividends [Box 10]
* Interest from Canadian Sources [Box 13]
* Actual amount of eligible dividends [Box 24]

Click on '''Excel import''' when ready.

[[File:T5 Slips Excel import.png|500px]]

==T5 Slip Review==

Review the information (eg. addresses) and amounts on the T5 slips are correct.

[[File:T5 Slips T5 Sample.png|500px]]

Review the slip total on the T5 Summary.

[[File:T5 Slips T5 Slip Summary.png|500px]]

[[File:T5 Slips T5 Box Amounts.png|500px]]

Print T5 (Hard Copy and PDF’s) and send to manager.

[[File:T5 Slips T5 Print PDF.png|250px]]

==T5 Slip Transmission==

Print T5 (Hard Copy and PDF’s) and send to manager.

When the file is ready for transfer, please review prior to transfer:

Under File, choose options to check account and web access has been entered.

Click “Agree” to continue with T5 submission.

Save xml file

Accounting Finance:T5 Slips

2024-01-11T22:49:06Z

Williamw: /* T5 Slip Preparation */

=T5 Slips=

==T5 Slip Preparation==
Prepare an Excel import file using the template from TaxCycle.
* The template can be retrieved clicking on the '''Create Excel''' template function.

[[File:T5 Slips Create template.png|250px]]

* Retrieve worksheet from manager and prepare the data to template for import.

[[File:T5 Slips Template worksheet.png|600px]]

Categories that are used to prepare T5 slip:
* Recipient Type (eg. Corporation, Individual)
* Social Insurance Number
* Individual First Name
* Individual Last Name
* Business Name
* Business Number
* Recipient Address Line 1
* Recipient Address Line 2
* Recipient Address City
* Recipient Address Province
* Recipient Address Postal Code
* Recipient Address Country
* Footnote (eg. Eligible Class G Dividend / Promissory Notes Interest / Class E & G Premium on Redemptions)
* Actual amount of dividends other than eligible dividends [Box 10]
* Interest from Canadian Sources [Box 13]
* Actual amount of eligible dividends [Box 24]

Click on '''Excel import''' when ready.

[[File:T5 Slips Excel import.png|500px]]

==T5 Slip Review==

Review the information (eg. addresses) and amounts on the T5 slips are correct.

[[File:T5 Slips T5 Sample.png|500px]]

Review the slip total on the T5 Summary.

[[File:T5 Slips T5 Slip Summary.png|500px]]

[[File:T5 Slips T5 Box Amounts.png|500px]]

Print T5 (Hard Copy and PDF’s) and send to manager.

[[File:T5 Slips T5 Print PDF.png|250px]]

When the file is ready for transfer, click on '''Slips Accounts'''. Enter '''Account Number''' and '''Web Access Code'''. 'Transmitter Number' can be empty and software will assign a number.

[[File:T5 Slips Slip Accounts.png|500px]]

==T5 Slip Transmission==

Print T5 (Hard Copy and PDF’s) and send to manager.

When the file is ready for transfer, please review prior to transfer:

Under File, choose options to check account and web access has been entered.

Click “Agree” to continue with T5 submission.

Save xml file