This article covers RL-1s, but for other tax document queries, we've compiled a list of related walkthroughs:
Review Your Year-To-Date (YTD) Summary
A. Go to Actions.
B. Click Year-End.
The year-end checklist will show. This is your guide to completing all the actions needed to create, distribute and file your tax slips.
C. Click Review YTD.
Now you'll see an overview of your staff members and their year-to-date figures.
Your YTD Summary has been auto-created, click to review it on screen or use the ellipsis on the header to view it in XLS.
D. When you're satisfied, click Continue.
Generate Your RL-1 Slips
E. On the checklist screen, select Generate RL-1.
A list of staff members will be shown with relevant fields pre-filled for you.
Your employees' data will show in a grid format, as pictured below.
F. Use the ellipsis menu on the top right of the grid view to perform any of the following actions.
Add Box: If you need to report custom amounts on the employee RL-1 slips, use this to add a custom box number for reporting these amounts.
Change Box: Mistakenly put the wrong box on your Pay Rules but made other manual changes and don't want to reset all? This field will let you change the annotation from one box to another.
Excel Report: Download an XLS copy of your complete grid. *Any changes on the XLS will NOT change the RL-1 slips.
Reset All RL-1s: Regenerate your RL-1s from your employees' YTD records or updated pay rules. Any manual changes you have made to the slips will be removed if you click this option.
Select RL-1s: Use this option to perform a reset or exclude only specific T4s by selecting employees.
G. Use the ellipsis menu at the end of each employee line to perform any of the following actions:
View Full Slip: View a full-screen version of this employee's slip.
Edit Address: Edit the address for the employee. This will carry over to the employee's profile as well.
Exclude: Remove this slip from your records. This will not remove any data in the system for this employee, just the slip.
Reset to Defaults: Regenerate just this slip from the employee's YTD.
Add a Slip
If you have an employee that you paid in this calendar year but did not add them to PaymentEvolution, you will probably need to add a manual slip for them. This can only be done from the Full Slip View.
H. Use the All Employee RL-1s drop-down.
I. Click Employee RL-1 Individual.
J. Click the ellipsis menu on the top right of any slip.
K. Select Add New RL1.
Fill in all boxes as needed and Save. This slip will now be added to your Summary. To complete your RL-1s navigate back to All Employee RL-1s from your view options.
Generating your RL-1 Summary
Once you have completed your slips, your next step is to generate your Company Summary.
L. From your grid of employee slips, click Approve (#) Slips.
Fill in the information noted below as required. Some fields will be pre-filled based on our settings. Be sure to review the tooltips, as they can help you find the information you need.
Total Payroll: this is your totals from Box A of your slips.
Industry: Enter your Industry if not pre-filled from your Company Settings.
Check Boxes: If you check either box, we will prefill your code for boxes 52 and 52.1 with the proper code. Enter the salaries and wages eligible for the credit, and be sure to include the required forms when you send your RL-1 Summary to Revenu Québec.
Note: MRQ will provide a credit to you if you qualify, it is not calculated as part of your RL-1 Summary.
Calculated HSF: We will prefill this amount based on your information.
Total Remitted: Enter the amount received by MRQ for HSF for the tax year.
HSF Owing/Refund will show on-screen.
M. Click on Continue.
CNT
"CNT" refers to the "Commission des normes du travail," which is the labour standards commission in Quebec responsible for ensuring that labour standards are upheld in the province. Remuneration subject to CNT contribution: Use this form to get this number. Contribution Amount is auto-calculated based on MRQ rates.
WSDRF
"WSDRF" stands for the "Workforce Skills Development and Recognition Fund," which is a fund used for supporting skills development initiatives in Quebec. This fund is financed by a 1% tax on payroll, and employers are required to remit this tax to Revenu Quebec, the provincial tax agency, along with other government tax revenues. This section will only show if your payroll is above $2 million.
N. Fill in your Employe Code and total Payroll Remuneration subject to CNT. This will automatically calculate your Contribution Amount. If you’ve already made payments for CNT, enter that amount into the Payments for CNT field. Your balance will be calculated in the Total Owing/Refund Owing field.
O. Payroll Remuneration: Enter the amount from this guide.
P. Eligible Expenditures: Enter the amount of your eligible training expenditures from the current and previous years. Please use the guide here.
Q. Total WSDRF: this is the amount calculated based on your numbers above.
R. Click Continue
On the QC Remittances by Month screen, we will prefill the total remittances based on your Pay Run History report. This means that we will only consider what you processed via payroll. Manual updates to the employee YTDs or the RL-1 slips will not be factored into these totals. You can make manual adjustments as required so that this summary matches what you see in your MRQ account.
S. After making any changes, click Continue.
T. Enter the Total Received by MRQ as shown in your MRQ account. We will calculate how much in total is owed based on the slips you’ve approved. An amount owed will be calculated at the bottom.
U. Click Continue.
V. Enter the RL-1 Summary Information.
Quebec Transmitter number: this is given to you by RQ to be able to file your XML slips electronically. *Note this could also be your accountant's Transmitter Number if they are filing on your behalf.
NEQ: This is your QC business number. If you don’t have one, you can register for one with the Government of Québec. Note if you are an accountant filing on behalf of your client, enter YOUR NEQ, not the client's.
XML Initial Slip Number: this is provided to you by RQ. If you do not have it, please contact them directly. *Hint- You reuse the same numbers each year as long as the quantity is sufficient.
Proprietor SIN: some organizations require this, please click on the "i" to see if you are required to enter this or what to enter if not.
Person to Contact: enter the name of the primary company contact.
W. Click Continue.
After completing the slips and summary, you must submit them to MRQ. You will have 3 options available:
- Automatic Submission: The slips are submitted to MRQ on your behalf. This is the fastest and easiest way to file your tax slips with Revenu Québec. Note: submission fees apply.You must still submit your summary to MRQ via your MRQ Account or by mail. If you're filling it out in your MRQ account, you can use the PDF copy you can download from PayEvo to fill in the required information.
Important: You must still submit your summary to MRQ via your MRQ Account or by mail. If you’re filling it out in your MRQ account, you can use the PDF copy you can download from PayEvo to fill in the required information.
Online Submission: Download an XML file, log in to MRQ and upload your files. You will get a confirmation number after uploading, please retain this number for finalization of your RL-1s.
Manual Submission: Download a PDF of the slips and summary and mail it to MRQ.
Note: you will need your submission number from MRQ if you have filed via Online or Manual Submission to publish. Your confirmation number can be found by logging into MRQ My Account for Business.
X. Click Continue to proceed to submit and publish your employee slips to PayChequer.