RL1 Filing Guide

Year End Compliance

Transmitter Setup

  1. Transmitter must be setup before generating RL-1 XML file. Transmitter is not imported from SimplePay.
  2. To create a Transmitter, go to Manage > Setup
  3. You must request a transmitter number (NP followed by six digits) from the Division de l’acquisition des données électroniques. To do so, complete the Transmitter Registration Form (form ED-430-V) and click Send at the bottom of the form to send it to us.
    https://www.revenuquebec.ca/en/online-services/forms-and-publications/current-details/ed-430-v/

Adjustment Options

  1. You can set your adjustment options from Adjustment > Options screen.
  2. You can select from different methods of adjustment details are as below

CPP/QPP Adjustments

  1. Only one option can be selected i.e A or B
  2. Option A – Adjust CPP/QPP if over maximum/under minimum
    1. CPP will be calculated within the range where the maximum CPP is the lesser of:
      (CPP Pensionable Earnings x 4.95% (5.40% for QPP))
      OR
      Maximum Employee Contribution of  $2,564.10 ($2,797.20 for QPP)
    2. And the minimum CPP is the lesser of:
      ((CPP Pensionable Earnings – $3,500.00) x 4.95% % (5.40% for QPP))
      OR
      Maximum Employee Contribution of  $2,564.10 ($2,797.20 for QPP)
  3. Option B – Adjust CPP/QPP based on number of pensionable Pay Periods
    1. CPP will be calculated as:
      (CPP Pensionable Earnings – Prorated Deduction) x 4.95%code>
    2. QPP will be calculated as:
      (QPP Pensionable Earnings – Prorated Deduction) x 5.40%
    3. The prorated deduction will be calculated as:
      (Number of pensionable Periods / maximum number of pensionable Periods) x $3,500.00

Useful Tip:

  1. CPP/QPP discrepancies are adjusted to and from tax deducted as necessary. Option B is the default CPP/QPP adjustment option
  2. Pensionable periods are entered in each employee’s RL-1 slip
  3. Maximum number of pensionable periods are calculated from Pay Period type selected in Employee setup
  4. Example, in employee setup Pay period is selected as 12-Monthly, In RL-1 Slips, Pensionable Periods are selected as 10, Prorated deduction will be (10/ 12 * 3500) i.e. 2916.67 Instead of 3500

E.I Adjustments

  1. Option A – Adjust EI premiums if over annual maximum (select alone or with option B or C)
    1. If this option is selected, the EI will only be adjusted if it is greater than:
      (EI Insurable Earnings x 1.63% (1.27% in Québec))
      OR
      ($836.19 ($651.51 in Québec))
  2. Option B – Adjust EI premiums based on Insurable Earnings (select only one of options B and C)
  3. If this option is selected, the EI will be calculated as:
    EI Insurable Earnings x 1.63% (1.27% in Québec)
  4. Option C – Adjust insurable earnings based on EI premiums (select only one of options B and C)
    1. This option assumes the entered amount for EI deducted is correct. When this option is selected, EI insurable earnings will be calculated as the minimum of:
      (EI Deducted / 1.63% (1.27% in Québec)) Maximum $51300

Useful Tip:

  • EI discrepancies are adjusted to and from tax deducted. Options A and B are the defaults.

QPIP Adjustments

  1. Option A – Adjust QPIP/PPIP premiums if over annual maximum (select alone or with option B or C)
    1. If this option is selected, the QPIP/PPIP will only be adjusted if it is greater than:
      $397.30, calculated as ($72500.00 x 0.548%)
  2. Option B – Adjust QPIP/PPIP premiums based on Insurable Earnings (select only one of options B and C)
    1. If this option is selected, the EI will be calculated as:
      QPIP/PPIP Insurable Earnings x 0.548%
  3. Option C – Adjust insurable earnings based on QPIP/PPIP deducted (select only one of options B and C)
    1. This option assumes the entered amount for QPIP/PPIP deducted is correct. When this option is selected,QPIP/PPIP insurable earnings will be calculated as the minimum of:
      (QPIP/PPIP deducted / 0.548%) Maximum $72500.00.

Useful Tip:

  • PPIP/QPIP discrepancies are adjusted to and from tax deducted.

Transfer Over-Remittance

  1. Transfer employer’s over remittance to selected Employee(s)
  2. When adjustments reduce total deductions for the company, the employer’s portion of the over-remittance may be transferred to the tax of an owner or shareholder.
  3. You can select single/ multiple employees from drop list, any net overpayment of CPP/QPP, EI and PPIP/QPIP resulting from adjustments calculated by the program will be credited to the tax deducted on the RL-1 of the selected employee(s).

RL-1 Adjustments

  1. After Adjustment settings have been set, and RL-1 data is complete, you can adjust RL-1 data from following options
    1. On individual slips
      1. Apply adjustment button is available in each slip, you can switch it on to apply adjustment on the particular slip and then save the slip data
    2. Bulk Adjustment
      1. Apply adjustment on all employees for RL-1 slips in company
      2. Go to Adjustment > Adjustments and press Adjust Slips button in RL-1 Adjustment panel
      3. When all slips are adjusted, you can Transfer the over remittance to employee selected in adjustment options screen
    3. You can view details of RL-1 Adjustment from reports i.e. Adjustment > RL-1 Report
    4. You can un-adjust slips individually or in bulk same as adjusting slips

Useful Tip:

Once over remittance is transferred to selected employee, you cannot update RL-1 data, to do that, you have to un-transfer over remittance

RL-1 XML Filing (Internet file transfer)

  1. Make sure all your RL-1 data is complete and all the adjustments have been done.
  2. Go to RL-1 Settings i.e. Compliance > RL-1 > Settings.
  3. Select correct year.
  4. You can copy RL-1 settings from previous year, i.e. select Copy from Previous Year button and Save the settings.
  5. Enter your sequential numbers given by Revenue Quebec.

    HOW TO OBTAIN SEQUENTIAL NUMBERS

    1. You must obtain a series of sequential numbers to identify every type of RL slip you are submitting online. These unique numbers are mandatory, non-repeating and assigned to the same filer number for all types of RL slip.
    2. Note that sequential numbers are different from the numbers pre-printed on the paper RL slips we provide and from those used for filing computer-generated RL slips.
    3. This series of sequential numbers is reused each year, provided there are enough numbers for the number of RL slips you must file and you begin with the first number in the series each year.
    4. To obtain a series of sequential numbers, contact the Division de l’acquisition des données électroniques.
      1. By email at [email protected]
      2. By telephone at 418 659-1020 or 1 866 814-8392 (toll-free)
  6. Select Transmitter, if Transmitter is not available in drop list, you can setup in Manage > Setup.
    HOW TO OBTAIN TRANSMITTER NUMBER

     

    1. You must request a transmitter number (NP followed by six digits) from the Division de l’acquisition des données électroniques. To do so, complete the Transmitter Registration Form (form ED-430-V) and click Send at the bottom of the form to send it to us. 
      https://www.revenuquebec.ca/en/online-services/forms-and-publications/current-details/ed-430-v/
  7. Select submission method from XML or Paper.
  8. Enter Quebec Identification number.
  9. Select source of RL slips used.
  10. Go to RL-1 list i.e. Compliance > RL-1 > List.
  11. Unmask sensitive information from Unmask link.
  12. Click on row to select employee(s) and press Generate XML button, it will generate XML file, please save the file.
  1. You can generate XML for Original, amended and cancelled.
  2. Submit your file to Revenu Quebec on following link.
https://www.revenuquebec.ca/en/businesses/rl-slips-and-summaries/sending-rl-slips-and-summaries/

Useful Tip:

  • XML file is generated only for RL-1 Slips.
  • RL-1 summary is submitted by mail (on paper) or online using the services available in My Account. RL-1.

Paper Filing

  1. If you filing fewer than 51 RL-1 Slips, you must send them to Revenu Québec either online (in an XML file) or by mail (on paper). In the case of paper RL slips, send us only copy 1 of each slip.
  2. Go to RL-1 Settings i.e. Compliance > RL-1 > Settings.
  3. Select correct year.
  4. You can copy RL-1 settings from previous year, i.e. select Copy from Previous Year button and Save the settings.
  5. Enter your sequential numbers given by Revenue Quebec.
  6. Select Transmitter, if Transmitter is not available in drop list, you can setup in Manage > Setup.
  7. Select submission method from XML or Paper.
  8. Enter Quebec Identification number.
  9. Select source of RL slips used.
  10. Go to RL-1 list i.e. Compliance > RL-1 > List.
  11. Unmask sensitive information from Unmask link.
  12. Select records from Rl-1 list and press Print PDF button, it will print PDF files for selected employees, save these files.
  1. Please make sure pop ups on your browser are enabled to print RL-1 Slips.
  2. Go to RL-1 Summary i.e. Compliance > RL-1 >Summary.
  3. Enter number of slips filed on paper and filed online.
  4. Update any other information if required.
  5. Press save button.
  6. Press Print button, it will give you 2 options i.e. print in English or French.
  1. Select an option and print the file, please save the file.
  2. Details of filing RL-1 slips on paper are in following link.
    http://www.revenuquebec.ca/en/sepf/production-transmission/poste.aspx