Setting Up T4A Beneficiary/Dependent Information
When an employee deceases during the tax year, you might have to issue a T4A to a beneficiary for the benefits that you pay to the beneficiary after the employee is deceased.
Likewise, when a dependent of an employee receives bursary payments during the tax year, you might have to issue a T4A to the dependent for the benefits paid to the dependent during the year.
It is likely that the beneficiary/dependent is not an employee; therefore they do not have an employee number and are not in any of the employee and payroll tables. In this case, you need to identify the beneficiary/dependent so that you can send the T4A to the beneficiary/dependent, using the beneficiary's/dependent's information.
The system stores the beneficiary/dependent information in the Address Book tables and not the Employee Master tables. The beneficiary/dependent is associated with the employee because the system stores the payroll history information in the payroll tables with the employee's number.
After you set up the T4A beneficiary/dependent information, the print and XML programs recognize that there is a value in the Beneficiary/Dependent fields and use the Address Book information for the beneficiary/dependent on the T4A form and in the XML file. You can make any other adjustments to the T4A as normal.
Setting up T4A beneficiary/dependent information includes the following tasks:
Creating a beneficiary/dependent address book record
Adding beneficiary/dependent information to the T4A of the employee
To create a beneficiary/dependent address book record
Navigation
From Address Book (G01), choose Address Book Revisions
On Address Book Revisions, complete the following fields and click Add.
Address Book Number
Alpha Name
Mailing Name
Address
Include the postal code, city, province, and country
Tax ID
This is the SIN Number.
To add beneficiary/dependent information to the T4A of the employee
Navigation
From Canadian Year End Processing (G77247), choose Version Review
On Version Review, enter 3 in the Option field next to the version that includes the T4A of the employee.
On Employee T4A Summary Review, enter 2 next to the employee's T4A.
On Employee T4A Adjustments, enter the beneficiary/dependent information in the following fields and click Add:
Beneficiary/Dep
Ben/Dep SIN
