Generate the T4 Slip
The T4 slip is a federal year-end form issued primarily for reporting employment income, statutory deductions and other information required by CRA.
Payments reported on the T4 are elements with a secondary classification reporting type of T4/RL1.
Use the Run End-of-Year Reports task from the Regulatory and Tax Reporting area under Payroll on the Home page to generate the T4 slip.
Prerequisites
Before you run this process, complete these tasks:
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The Archive End-of-Year Payroll Results process. The information reported on the T4 slip comes from the end-of-year archive.
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The Run End-of-Year Reports task to generate the T4 register. Review and validate the information. Make balance adjustments or adjust employee information before you generate the T4 slip.
Note: Although the register isn’t mandatory, it’s strongly recommended to run the register to identify and correct discrepancies.
Parameters
Flow Pattern
Select Run End-of-Year Reports.
Payroll Flow
Enter a payroll flow name.
Tax Report Year
Select the 4-digit tax year.
Year End Report
Select T4. Valid values are T4, T4A, RL-1, and RL-2.
Report Type
Select Original. The values you can select include Original, Amended, and Cancelled.
Format
Select PDF Draft or PDF Final format.
Transmitter
Select a transmitter to generate the slip by a transmitter. If you have selected a transmitter, the list displays only those TRUs that transmit data using this transmitter TRU. The list includes only those TRUs for which the data is archived. However, if you haven’t selected a transmitter, data is processed for all TRUs for which the data is archived.
Tax Reporting Unit
Select a TRU, to generate the slip by a TRU. The list includes only those TRUs for which the data is archived. However, if you haven’t selected a TRU, report is processed for all TRUs for which the data is archived.
Payroll Relationship Group
Select the payroll relationship group name, if you have defined one. For example, you can create a group to process the report for terminated employees.
Province
Select a province, if you want to run the report for a specific province. For RL-1 and RL-2, the field displays only Québec. Also, it is blank for T4A.
Print Employer Address
Select Yes to display the employer address on the T4 slip. The default value for this field is No.
Print Instructions
Select Yes to print the instructions for the T4 slip. The default value for this field is No. If the paper stock that the slips are printed on has instructions, printing the instructions isn’t necessary.
Sort Option One
Select Location, Payroll, or Province.
Sort Option Two
Select Location, Payroll, or Province. The options presented to you for selection is dynamically changed depending on your selection in the previous Sort Option One parameter.
Sort Option Three
Select Location, Payroll, or Province. The options presented to you for selection is dynamically changed depending on your selection in the previous Sort Option parameter.
Process Configuration Group
Select the process configuration group name, if you have defined any. This field is used for logging and reporting purposes.
Copyright Message
This field is used to hold a copyright message for the PDF Draft or PDF Final format of the T4 and T4A slips. It isn’t reported on the actual slips.
Results
Report Output
The application generates the T4 PDF in the format provided by the Canada Revenue Agency for all employees in a specified transmitter or TRU and for a particular reporting year.