Reviewing Year-End Reports
You can run year-end summary reports that print either detail or summary information. Detail reports list each employee and each box on a year-end form that contains a value. Summary reports list totals by company and do not include individual employee information.
The system prints a subtotal whenever the company number, tax area, or tax ID changes. The system can print a subtotal whenever the form count is equal to 200 within any segment (company, tax area, or tax ID). The system prints a grand total page that includes amounts from all companies, tax areas, or tax IDs.
The year-end summary reports display the salaries of employees. You can prevent unauthorized access to this information by applying business unit security to the Employee Master table (F060116) to prevent users in certain business units from printing the report.
Reviewing year-end reports includes the following tasks:
Reviewing the T4 Summary Report
Reviewing the T4A Summary Report
Reviewing the Relevé 1 Summary Report
Reviewing the Relevé 2 Summary Report
Reviewing the NR4 Summary Report
Reviewing the T4 Summary Report
The T4 Summary Report (P07746) lists details of all information for each employee's T4. It is your printed copy of the information that the system prints on the T4 form. This program prints information from the T4 workfile build that you choose.
The Other Information area at the bottom of the T4 form includes several Box- Case and Amount boxes for the various types of additional income. There are numerous codes for additional income defined by the Canadian government. When you generate T4's, the system prints one primary slip and can print up to five "overflow" slips with additional income amounts, depending on how many amounts need to be special handled for the additional income.
The T4 Summary Report reflects only the total number of T4's the employee receives for each company and tax ID. That is, one slip per employee regardless of how many overflow slips print. It does not include overflow slips in the slip count. To locate the total number of T4's, including overflow slips, use the T4 XML Audit Report (P07761X). This report reflects the total number of detail records for overflow slips.
The slip count on the T4 Summary Report never matches the total number of detail records on the XML Audit Report if an employee has more additional information amounts than the primary slip can accommodate. The totals on these reports accommodate two different numbers: slip counts vs. XML detail records.
Navigation
From Canadian Year End Summary Reports (G772474), choose T4 Summary Report
Example: T4 Summary Report
Processing Options
See T4 Summary Report (P07746)
Data Sequence
Do not change the data sequence of the report.
Reviewing the T4A Summary Report
The T4A Summary report lists details of all information for each employee's T4A. It is your printed copy of the information that the system prints on the T4A form.
This program prints information from the T4A workfile build that you choose.
Navigation
From Canadian Year End Summary Reports (G772474), choose T4A Summary Report
Example: T4A Summary Report
Processing Options
Data Sequence
Do not change the data sequence of the report.
Reviewing the Relevé 1 Summary Report
The Relevé 1 Summary report lists details of all information for each employee's Relevé 1. It is your printed copy of the information that the system prints on the Relevé 1 form.
This program prints information from the Relevé 1 workfile build that you choose.
Navigation
From Canadian Year End Summary Reports (G772474), choose Relevé 1 Summary Report
Example: Relevé 1 Summary Report
Processing Options
Data Sequence
Do not change the data sequence of the report.
Reviewing the Relevé 2 Summary Report
The Relevé 2 Summary report lists details of all information for each employee's Relevé 2. It is your printed copy of the information that the system prints on the Relevé 2 form.
This program prints information from the Relevé workfile build that you choose.
Navigation
From Canadian Year End Summary Reports (G772474), choose Relevé 2 Summary Report
Example: Relevé 2 Summary Report
Processing Options
Data Sequence
Do not change the data sequence of the report.
Reviewing the NR4 Summary Report
The NR4 Summary report lists details of all information for each employee's NR4. It is your printed copy of the information that the system prints on the NR4 form.
This program prints information from the NR4 workfile build that you choose.
Navigation
From Canadian Year End Summary Reports (G772474), choose NR4 Summary Report
Example: NR4 Summary Report
Processing Options
Data Sequence
Do not change the data sequence of the report.