The Create T4/T4A screen is comprised of two tabs: T4 and T4A. These tabs allow you to create T4 and T4As respectively for your employees. The resulting T4/T4A file will contain each employee's year-end information. You can create your T4/T4A file multiple times until the desired results are produced. Click on one of these options to view help for the corresponding tab.

T4 Tab

Select Year - Choose the year for which you wish to create the T4.

T4 - Select this button to display T4 related data in the list below this button. The label for the list will change to read "Assigned T4 Box:" when this button is selected.

T4A - Select this button to display the T4A tab. The label for the list will change to read "Assigned T4A Box:" when this button is selected.

Pays for <n year> - This list displays the payrolls that have been processed for the current year. This list displays only payrolls that have been closed

Assigned T4 Box - This list shows the corresponding T4 box in which your payroll items will appear (earnings, deductions/benefits). Earnings are assigned to a T4 box as you create them in the Earnings page. Similarly, deductions/benefits are assigned to a T4 box as you create them in the Deductions/Benefits tab.

The list begins with company Earnings and displays the name and corresponding T4 box to which the earning is assigned. Generally, registered pension plan deductions should be assigned to T4 Box 20. Union deductions are assigned to Box 44. Deductions are listed next, followed by Benefits. As with earnings, these last two items have their names and corresponding T4 Box assignments listed.

If you need to change the assignment for an earning, simply open the Earning tab inthe Company Information dialog box and re-assign the T4 Box setting as required. The same procedure can be followed for deductions or benefits.

Create T4 - Select this button to create a T4 for the currently selected payroll. This button is greyed if there is no payroll selected in the list, or if the list contains no closed payrolls.

When the button is selected, its label will change to read "Creating" and a message will appear stating that any information that was added or modified in the Edit T4s page will be lost. You then have the option of proceeding or aborting the procedure.

Note: When you create a T4, you will overwrite any any changes you made using the Edit T4s feature. As such, it's a good idea to make a note of custom changes that you make in the Edit T4s page so you can reproduce them if required.

Help - Opens this help page.