1. Administering Payroll for Canada End-of-Year Processing
  2. Generate the T4 Slip

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:

  • The Archive End-of-Year Payroll Results process. The information reported on the T4 slip comes from the end-of-year archive.

  • 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.

Note: It’s best practice to name the flow so that you can easily identify the process later. This is helpful while searching so you can determine what you have already run or if you need to roll back any process.

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.

Note: Use the Object Groups task under Payroll in My Client Groups on the Home page to define the payroll relationship group before you can select it here.

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.

Note: Use the Payroll Process Configuration task under Payroll in My Client Groups on the Home page to define the process configuration group before you can select it here.

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.