1. Generate T4's: Run the T4/T4A Statement Creation. Set your printer output to the Screen.
2. (Optional): Make any required adjustments to individual T4A's through T4/T4A Statement Maintenance. These will become the actual values printed on the employee's T4.
Run the T4/T4A Statement Regeneration.
3. Print both the employee and employer copies of the T4A's using the T4/T4A Statement Print program. Remember that the employee copy does NOT print the Employer business number. If you are using the T4 Overlay, select the correct output device name to trigger the overlay and change your processing to BATCH.
If you have the license for Document Distribution Services (DDS) you can print your T4A's on standard white paper using the CRA T4A Form Overlay instead of the standard preprinted laser forms. The benefits to this option are that you don't have to worry about text alignment, placing the forms into the printer tray correctly or having another employee's report print onto your forms accidentally. Refer to the document Laser Printed Form Overlay Setup Guide on how to set up and use this option. Contact atrieveERP to have the overlay file put on your server.
4. If you have the license for Document Distribution Services (DDS) you can also email your T4A's using the Email T4/T4A Statements program. Refer to the document T4 Email Setup Guide on how to set up and use this option.
5. Create the CRA extract file by running the T4/T4A XML Creation program. Your files will be stored in your payroll work directory. The standard file name for the T4A file is AFORM#_YY_001.XML, where # is the tax group and YY is the taxation year. Note: CRA requires the XML file name use a file extension of XML and that the last 3 positions of the file name be 001 for the first submission. If you send a second submission you would change the 001.XML to 002.XML.