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

  1. On Version Review, enter 3 in the Option field next to the version that includes the T4A of the employee.

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  2. On Employee T4A Summary Review, enter 2 next to the employee's T4A.

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  3. On Employee T4A Adjustments, enter the beneficiary/dependent information in the following fields and click Add:

    • Beneficiary/Dep

    • Ben/Dep SIN

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