Sage Accpac ERP Support Resources & FAQ
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NEW!! Updated June 2010
BRAND NEW TAX TABLE UPDATES AVAILABLE FOR DOWNLOAD (RIGHT CLICK and SAVE AS) HERE.
- Printing T-4 Forms on Plain Paper
- How to create a new Fiscal Year in Sage Accpac ERP
- How to create a new year in Sage Accpac ERP General Ledger
- Why is the employee’s return address not showing up on T4?
- Why is the business number (Box 54) not printing on the T4?
- Why is the Pension Plan (Box 20) not showing up on the T4?
- Why is the Pension Adjustment (Box 52) not showing up on the T4?
- Where is the Pension Plan number (Box 50) entered?
- Why are the EI / CPP / insurable earning boxes blank on the T4?
NEW T4 Electronic Filing Instructions
Updated March 2010
Here are some instructions for T4 Electronic filing we discovered after several calls with our clients and to people at Canada Revenue Agency...
In Accpac:
1) Be sure that all employees have the PROVINCE in the PROVINCE field on their general tab (Payroll Employees, general), or it will not generate the file
2) Be sure that you have the province in both the Employer Info and Transmitter Info 1 Screens and you also need to have the contact name, phone # and email where it is requested.
3) You need to enter something in the SIN of 1st Proprietor field or it will not process the file. You can use zeroes.
4) Fill the Transmitter Info II screen out as per above ... the MM number was something CRA was testing but are no longer using, so you just fill the rest of the field with zeroes. The Submission reference ID is one you decide on.
You decide on the location of the file by browsing. If you have more than one RPP # you can include the info in the file, eg: T4EFILERP0001.
5) When you get to the CRA site, you select T4/T5 by Internet then Filing a T4 Information Return, then Internet File Transfer (XML), FILE NOW, Enter Secure site.
6) After clicking on the I agree button, you will see a screen where you enter your RPP number or MM #. Since the MM# does not exist, enter first your RPP # then further down there is a spot to enter the Web Access Code you were given by CRA.
7) Click the continue to next step button at the bottom of the screen and then select the file you saved in # 4 and upload it.
8) If the file was transmitted successfully you will receive a display telling you that the upload was successful. This will confirm the number of T4 slips, date and time and will give you a confirmation number. Be sure to print this page for future reference.
Repeat the above for each RPP # you have.
*UPDATE 13/01/10: Sage Accpac ERP T4 Printing and Electronic Filing:
- Step One - Select "Payroll Government Reports"
- Step Two - Double-click "T4s" (continued below)
- Step Three - Choose your form (either 'Employee or Employer - Plain Paper')
- PLEASE NOTE: Leaving the 'From Employee / To Employee' field blank will, by default, select ALL employees
- Step Four - Select Print
- Step One - Select "Payroll Government Reports"
- Step Two - Double-click "T4s Electronic Filing" (continued below)
- PLEASE NOTE: Your file will be saved in the location you define in "Local File Path"
- Step Four - Select Process
As always, if you have any trouble with this, or any other issues with your Sage Accpac ERP system, please don't hesitate to contact us and one of our courteous staff will be more than happy to help: 800-361-1402 / melanie @ abenaki.com
To make things easier for you during the upcoming tax season we have added some more FAQ's and uploaded two important PDF's on Pension Adjustment and T4 Box Information (for editing and correction). You can download the documents to your computer by right clicking on the links below and selecting 'Save Target As'.
*UPDATE 04/01/10: Sage Accpac ERP January 2010 Tax Table PDF Information:
DOWNLOAD: January 2010 Tax Table Info
Archived Updates Below
DOWNLOAD: July 2009 Tax Table Info
Printing T-4 Forms on Plain Paper
Did you know that you no longer need to order pre-printed T-4 forms if you are using Sage ERP version 5.4? To print the form and the employee’s information at the same time, you simply select the option for “Plain Paper for Employees” to print 2 T-4 slips per page for your employees; or the “Plain Paper for CRA” or “Plain Paper for Employer”.
How to create a new Fiscal Year in Sage Accpac ERP
If you produce cheques and invoices from subledgers you must create the fiscal year for 2009 or the system will not let you use dates later than March 31, 2008. What you need to do is have someone with the access to the Common Services select Common Services, Fiscal Calendar and click on the “New” symbol to the right of the year that shows (2008). This will create the year ending March 31, 2009. Save the new dates and exit. Note that there is a separate process for closing the year 2008 in Sage Accpac ERP and creating the new year’s General Ledger tables.
Before creating your new year in General Ledger
Creating a new year in General Ledger will create and post a batch to take the revenue and expense accounts (designated as Income Statement Type of accounts) to a $0.00 balance for the beginning of the next fiscal year. All of the details will remain in the previous year history file. Before performing this function you should:
- Backup your data
- Run a data integrity check on all modules. Print and keep the report.
- Print a chart of accounts and verify that you have at least 1 account designated as a retained earnings or closing account. You must have at least 1 account that is account type “R” for Retained Earnings before you can create the new year.
- In your printed chart of accounts, verify that all accounts that are revenue and/or expense type of accounts have been designated as “Income Statement” type of accounts. Accounts that are mistakenly defined as balance sheet accounts will have their balance carried forward to the next year.
- If you have more than 1 retained earnings account, and you have departments that close to different retained earnings accounts, make sure the correct closing account is specified for each department in the segment codes in GLSetup.
- Related to #5 above, for each Income Statement type of account in General Ledger, make sure there is a value in the Close To field for each account. This value is usually defined as either department or program. You will have a pull down list available to select from. Without this specified at the account level, the account will close to the default retained earnings account defined in GL Options.
How to create a new year in Sage Accpac ERP General Ledger
FIRST BACK UP YOUR DATA, then:
- Go to General Ledger, GL Setup, Options and select the Posting tab. Verify that the number of years’ transaction history to keep is greater than 1. If you are running Sage Accpac ERP 5.5 you will be able to keep a minimum of 7 years of history now. If you are using Sage Accpac ERP 500 you can retain up to 99 years history. Also verify that the Create New Year function has not yet been run by verifying that the current year showing is 2009.
- Next, select Periodic Processing, Create New year. You will have a warning to backup prior to proceeding. DO NOT IGNORE THIS WARNING!
- As long as you have done a backup, select “Process”. Once the year is created, a message will display indicating that the new year has been created. NOTE: IT IS VERY IMPORTANT THAT YOU DO NOT RESET BATCH NUMBERS, AS IT WILL ELIMINATE THE ABILITY TO LOOK AT TRANSACTION DETAILS FOR YOUR AUDITOR.
Why is the employee’s return address not showing up on T4?
It is not supposed to show up as it is not required.
Why is the business number (Box 54) not printing on the T4?
The business number can be setup under payroll setup then income taxes and choose each tax that you have setup and add the Reporting ID (Business number). Note: This will not show up on the employee's copy of the T4.
Why is the Pension Plan (Box 20) not showing up on the T4?
Box 20 does not show up for Status employees.
Why is the Pension Adjustment (Box 52) not showing up on the T4?
Box 52 would have to be setup as per the attached instructions.
Where is the Pension Plan number (Box 50) entered?
Box 50 would have to be entered on the employee record for each employee that pays into the plan on the Class/schd tab the field called RPP number.
Why are the EI / CPP / insurable earning boxes blank on the T4?
They could be blank for a few reasons: if the person has no EI/CPP insurable earnings, if they are maxed out, if they are the same as what is in Box 14 or 71