Entering Adjustments for Year-End Forms

These steps describe how to enter adjustments for T4 forms by using the Employee Document Inquiry selection on the Row menu. To enter adjustments for other forms or to use the Form Document Inquiry selection on the Row menu, use the same steps but select the corresponding options.

Access the Display T4 Information form or another display form.

To enter adjustments to year-end forms:

1. On the Display T4 Information form, select Adjustments from the Form menu.

2. In the Adjustments column in the header area, enter the amount of the adjustment. You can also enter the employer related adjustment amounts.

   You must enter the amount of the adjustment, not the amount after adjustment. For example, if an original amount of 400 has to be corrected to 500, enter 100 in the Adjusted field.

3. If the employee is exempt from either CPP and QPP or EI, select the appropriate option.

   You can add new boxes in the detail area as well as change existing boxes.

4. To adjust the amount for a specific box that is listed in the detail area, fill the Amount Adjusted field.

5. To enter an adjustment for a box that does not appear, fill the Box Number and Amount Adjusted fields in the detail area.

   Important: If you want to make an adjustment to an amount in the header section of the form, you must make the correction in the F0719 and F06148 tables, and then reprocess the year-end workfile.

   If a form amount is a negative number or if you enter an adjustment that results in a negative amount, the adjustment amount is displayed in red, and the system issues an error. You must change the amount to a positive number to clear the error and enable the OK button.

6. If a box requires a text entry rather than a numerical value, complete the Box Number and Additional Text fields in the detail area.

7. To save the adjustments, click OK.