Generate the T4A Slip
The T4A slip is a federal year-end form that’s issued primarily for reporting retirement income, annuity income, and federal income tax withheld.
Payments reported on the T4A are those elements with a secondary classification reporting type of T4A/RL1 and T4A/RL2.
Use the Run End-of-Year Reports task from the Regulatory and Tax Reporting area under Payroll on the Home page to generate the T4A 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 T4A slip comes from the end-of-year archive.
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The Run End-of-Year Reports task to generate the T4A register. Review and validate the information. Make balance adjustments or adjust employee information before you generate the T4A 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 T4A. Valid values are T4, T4A, RL-1, and RL-2.
Report Type
Select Original. The values you can select are 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.
Print Employer Address
Select Yes to display the employer address on the T4A slip. The default value for this field is No.
Print Instructions
Select Yes to print the instructions for the T4A 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 printed on the actual slips.
Results
Report Output
The application generates the T4A PDF in the format provided by the Canada Revenue Agency for all employees in the specified transmitter or TRU and for a particular reporting year.