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.

T4A Tab

Select Year - Choose the year for which you wish to create the T4A.

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

T4A - Select this button to display T4A related data in the list below this button. 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 T4A Box - This list shows the corresponding T4A box in which your payroll items will appear (earnings, deductions/benefits). Earnings are assigned to a T4A box as you create them in the Earnings page. Similarly, deductions/benefits are assigned to a T4A box as you create them in the Deductions/Benefits tab.

The list begins with company Earnings and displays the name and corresponding T4A box to which the earning is assigned.

If you need to change the assignment for an earning, simply open the Earning tab inthe Company Information dialog box and re-assign the T4A Box setting as required. The same procedure can be followed for deductions or benefits.

Create T4A - Select this button to create a T4A 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 EditT4As page will be lost. You then have the option of proceeding or aborting the procedure.

Note: When you create a T4A, you will overwrite any any changes you made using the Edit T4As feature. As such, it's a good idea to make a note of custom changes that you make in the Edit T4As page so you can reproduce them if required.

Help - Opens this help page.