AFR Missing Slips

I doubt that it’s a paper handling issue. CRA requires issuers of more than 50 slips to file electronically:

https://www.canada.ca/en/revenue-agency/services/tax/businesses/topics/payroll/completing-filing-information-returns.html

The slips I have noticed to be absent from AFR & RAC would all have been issued by payers that I am certain have far more than 50 recipients.

I’ll send you the file later today @Cameron. Thanks. It doesn’t happen alot. I’ve had a few show up like this. The ones this morning were actually a couple T2202’s issued by CPA Ontario! They couldn’t be wrong, could they?

@keith1
Yes, that’s true. I guess what I’ve been seeing is quite a few missing T4 slips from smaller employers - some paper copies even written by hand. And more clients than usual complaining that they hadn’t received their paper copies and/or couldn’t get it from their employer (which was more the case in March; less now). Also seeing where clients are missing T4As or T5018s, which may be due to the fact that these “self employed” people are no longer working and want something to prove they qualify for CERB (where previously they were being paid in cash). Also, was expecting to see T2202 slips available on RAC this year, and have not yet seen a single one.

I suspect post secondary institutions are still figuring out when and how to get the their student’s SIN.

First day of an OMERS T4A being in the system.

Still waiting for slips from various branches of Alberta Health…(they have a few more than 50 employees, so were certainly filed electronically). Edit: curious that nurses’ T4s show up…managers and administrators apparently do not, so far.

And also, lots of issues with T2202s.

You are not alone Keith. I have had several that have not had the T4 or T4A. It seems like we can’t depend on CRA or the client to have everything.

One of my personal tax clients works on Alberta Health payroll and new employee on-boarding system. They had a major payroll software conversion in 2018 or 2019. There were some issues.

To the best of my recollection this is either the third or fourth major payroll system change in the past 20 years. There has been a lot of change in staffing and management of the system during these years. Each time there is a union contract change the payroll for that classes and types of pay governed by those contracts have to be updated. Change in Provincial Government in 2019 may also have been a factor. If I recall correctly, there were some issues in overtime pay, holidays in lieu of overtime, bonuses, and some back pay overdue. The may have been some discrepancies between time worked and time recorded and paid as worked. Not sure how or when was resolved.

I would have to say this has been every T2202 for me this year.

@Cameron

Any idea yet where the issue lies?

Well, if you look at your file history and see the AFR downloaded event, you’ll notice an icon to the right. If you click this icon you can download the XML that came from CRA. If there is information there that you are not seeing in the tax file, send us the file and we can investigate. If the information is not there, the problem lies with CRA.

That is nice to know I will have to try to remember this.

The information on the school is not in the XML file.

Not sure if this is relevant but I do not even see a heading for school or institution like there is for an “Employer Name” for a T4 listing in the XML file.

Agree - the lack of transmission appears to originate with CRA. If you look at the actual slip on RAC, everything below the school name is what is transmitted on the XML file…just not the actual school name. Looks like a boo-boo from CRA (surprised?). Annoying, but not necessary to complete filing.

In 2015 there was a credit one could get if they renovated a home for a senior or persons with disabilities. Does anyone know if there was a credit available for buying a new home that was more accessible for a qualified disabled person? I cant seem to locate the information on this as I don’t believe this credit is still available.

RC4065

Construction and renovation

This section identifies the fees related to the changes made to a home that you can claim as medical expenses.

Driveway access – reasonable amounts paid to alter the driveway of the main place of residence of a person who has a severe and prolonged mobility impairment, to ease access to a bus.

Furnace – the amount paid for an electric or sealed combustion furnace bought to replace a furnace that is neither of these, where the replacement is necessary because of a person’s severe chronic respiratory ailment or immune system disorder – prescription needed.

Renovation or construction expenses – the amounts paid for changes that give a person access to (or greater mobility or functioning within) their home because they have a severe and prolonged mobility impairment or lack normal physical development.

Costs for renovating or altering an existing home or the incremental costs in building the person’s main place of residence may be incurred. These amounts paid minus any related rebates, such as the goods and services tax/harmonized sales tax (GST/HST), can be claimed.

Renovation or construction expenses have to be reasonable and meet both of the following conditions:

  • They would not normally be expected to increase the value of the home.

  • They would not normally be incurred by persons who have normal physical development or who do not have a severe and prolonged mobility impairment.

Make sure you get a breakdown of the costs. Costs could include expenses such as:

  • buying and installing outdoor or indoor ramps if the person cannot use stairs;
  • enlarging halls and doorways to give the person access to the various rooms of their home; and
  • lowering kitchen or bathroom cabinets so the person can use them.

While these costs to renovate or alter a home to accommodate the use of a wheelchair may qualify as medical expenses under the conditions described above, these types of expenses related to other types of impairment may also qualify. In all cases, you must keep receipts and any other related documents to support your claim. Also, you must be able to show that the person’s particular circumstances and the expenses meet all of the conditions.

Only costs incurred on the new home that meet the preceding criteria would qualify for a medical expense.

Thank you very much for your response Helga

We didn’t see our first OMERS slip until May 5th