Setting up Non-Resident Secondary/Joint Information
The NR4 form includes a box for reporting a secondary recipient, which the CRA requires when a joint account exists. Therefore, if more than one recipient is entitled to the income, you only need to complete one NR4 slip.
If there are two recipients, enter one of the names in the Individual surname, first name, and initial area and the other in the Second Individual surname area. The second area is only for a second recipient's name when you pay or credit a joint account. Omit titles, such as Mr. or Mrs.
There is not a field to store this information in the NR4 files and it is not a field that is available for update on the NR4 Version Review or Adjustment screens. This information is setup as part of each employee's profile data and the system:
Accesses this data when you execute year-end processing
Loads the data into the NR4 review screens
Prints the information on NR4 forms
To set up non-resident secondary/joint information
Navigation
From Canadian Employee Information (G7711), choose Profile Data Entry
On Profile Data Entry, enter the employee number in the Employee field and click Enter.
Page down and enter 1 in the Option field for the NR4 Secondary Name.
On Employee Information, on the first blank text line, enter the last, first, and middle initial of the joint account holder's name and click Add.
Field |
Explanation |
|---|---|
Text area |
A free-form text field for comments or memoranda. Screen-specific information Enter the text on the first blank text line and not in the middle of the screen. Ensure you enter a space after the first name and that you enter a period after the middle initial. For example, you enter Smith, John N. This format is critical if the system must parse to separate the name into first, middle, last fields. The system does not edit or validate this information. It is imperative that you enter this information correctly because it follows the format that the CRA requires on the NR4 form. |