Setting Up T4A Tax Form Production

This section discusses how to set up the T4A tax form production. To set up Student Financials for T4A data generation, you must:

1. Designate item types as T4A income.

   To determine whether to generate T4A data for a student, Student Financials looks for any item types on the student's account that are designated as T4A income. A check box and associated field on the Amount Edits setup page enable you to identify item types that count as T4A income. The Wage Loss Plan has been moved to the Canadian/ANZ Taxes page of the SF Business Unit component. In addition, on the Miscellaneous page, you must select an earnings code to classify the type of the T4A income.

2. Define your T4A generation processing parameters on the Canadian/ANZ Taxes page of the SF Business Unit component.