Archiving Year-End Information

After you print year-end forms and send them to your employees and to the government, you archive the year-end information using the Update to Archival program (P077301). The system copies the data from the temporary workfiles to the following permanent production tables:

  • T4 Archival File (F07730)

  • T4A Archival File (F07732)

  • Relevé 1 (Provincial) Archival File (F07731)

  • Relevé 2 Archival File (F07733)

  • NR4 Archival File (F07734)

You can use these permanent tables to review historical forms and their adjustments.

When you archive your data, the system verifies the following:

  • A valid DREAM Writer version

  • The ID is not currently active

  • All forms have been printed

  • The ID is for a previous year, not the current year

After you archive year-end information, you cannot revise it. However, you can create individual amended year-end forms to send to the employee and government agency.

Note:

You must archive the previous year's data before you load a new year-end update.

To archive year-end information

From Canadian Year End Processing (G77247), choose Update T4/Relevé to Archival

  1. On Update T4/Relevé to Archival, enter the ID for the workfile that you want to archive in the T4/Relevé ID field and click Enter twice.

    This image is described in the surrounding text.

    If an error message displays, you must resolve the error before you can submit the archive.

  2. Choose Submit (F6).

    The program prompts you to verify the submission of the reports.

  3. Choose Submit Job (F6).