T4/T4A Merge Regeneration

The T4/T4A Merge Regeneration module is used to reproduce the print and/or email Merged T4/T4A files that were created through the T4/T4A Merge Creation and possible modified through the T4/T4A Statement Maintenance, for a specific RP number. The T4/T4A work file must exist for the selected RP Number and taxation year. This T4/T4A work file is year based so a new work file is created for each taxation year. This process does allow the option to recreate the Merged CRA file.

Although the values to be printed per box has already been determined (contents of the T4/T4A work file), the print positions can still be adjusted as necessary based on the T4 or T4A Tax Forms Format profile for the applicable tax group for the current payroll.

When generation of Laser T4/T4A slips is used, the employer copy of the T4/T4A is generated under a separate print file. You can define a different set of print parameters (alternate profile) as well the employers copy can be generated using a different sort sequence from the employee T4/T4A print file. Please note: The Alternate Profile option available for printing of the Employer copy can only be used to adjust print positions. All box contents are built based on the definition of the profile defined for the employee copy.

The print statement files are generated at the location pointed to by the logical ATRIEVEERP$OPSMRG using the following naming convention:

FFORM####.Eyy - where the #### is the RP Number and yy the last 2 digits of the applicable taxation year for T4's.

AFORM####.Eyy - where the #### is the RP Number and yy the last 2 digits of the applicable taxation year for T4A's.

The employer Laser print statement files are generated at the location pointed to by the logical ATRIEVEERP$OPSMRG using the following naming convention:

FFORM####.Ryy - where the #### is the RP number and yy the last 2 digits of the applicable taxation year for T4's.

AFORM####.Ryy - where the #### is the RP number and yy the last 2 digits of the applicable taxation year for T4A's.

You may run this option with the output set to the screen, disk or to a printer. If you select output to a printer (not recommended), you must also be sure to select the correct FORM. The FORM definition tells the printer how many lines make up one page. For example, the regular T4 form contains 33 lines per statement, so the printer FORM would be defined with a 33 line page. The actual printing of the forms can also be accomplished through the T4/T4A Statement Print option after the print files have been generated.

The CRA files are generated at the location pointed to by the logical ATRIEVEERP$OPSMRG using the following naming convention:

FFORM####.Tyy - where the #### is the RP number and yy the last 2 digits of the applicable taxation year for T4's.

AFORM####.Tyy - where the #### is the RP number and yy the last 2 digits of the applicable taxation year for T4A's.

The CRA file is used in the generation of the XML file for submission to CRA. The contents of the CRA file may be adjusted as necessary through the T4/T4A CRA File Changes option.

Generation of Email T4/T4A files is licensed through the Global Email Profile. The current payroll, where the merge regeneration is being processed, must have the Global Email T4/T4A profile enabled to create electronic statements. Each employee's T4 Statement field on the Employee Pay Master screen must be set accordingly and the logical ATRIEVEERP$OPST4 must be defined. A message will display at the bottom of the screen when Emailing of T4/T4A is active. For employees with statements under multiple payrolls, the employee's T4 STATEMENT value will be taken from the first active payroll starting with the current payroll and following the payrolls as displayed on the Merge Regeneration input screen as well as the header of the Merge results. When an employee is not active on any payrolls, the T4/T4A Statement will be generated to print only. Inactive employees do not generate electronic T4/T4A Statements. For more details on emailing T4/T4A statements, refer to Email T4/T4A Statements.

Note: This T4/T4A Regeneration process includes the option to selectively recreate the T4/T4A Email files for one or up to seven employees while the T4/T4A employee and employer print file and CRA extract file will still contain all applicable employees. This feature is for use after all T4/T4A emails have been sent out and a couple statements need to be recreated. Please refer to the documentation under Email T4/T4A Statements for more details.

Process T4 OR T4A

Process 'T4' entries.
Process 'T4A' entries.

Enter the RP Number to Process

Enter the RP number to process. The RP number entered must be defined under the Employer Constants (field Payroll Account Number) for the current payroll. The Employer Constant match then determines the tax group being used for the current payroll.

Enter Taxation Year

Enter the applicable four-digit taxation year.

The Payrolls T4/T4A files matching the RP and year selected are displayed. All files to be merged are displayed.
When no T4/T4A files exists for an employer constant with a matching RP number, the entry will display with a 'No File' indicator.

When 'E'mail T4/T4A is licensed and active for this payroll:

Regenerate all or selective email T4 files

Press 'Enter' or enter 'A' to recreate new Email T4/T4A for all applicable employees. This feature would always be used until the T4/T4As have been emailed out to employees.
Enter 'S' to select one or up to seven employees. Only these selected employees will have new Email T4.T4A files recreated. This feature is for use after all T4/T4A emails have been sent out and a couple statements need to be recreated. Please refer to the documentation under Email T4/T4A Statements for more details.

When 'S'elective regenerate T4/T4AS emails was selected:

Enter Selective Employee Number to Regenerate Email

Enter one or up to seven employee numbers, one at a time. Only these selected employees will have new MERG_T4%#YY#####.TO_PDF files created. The T4/T4A employee and employer print file and CRA extract file will still contain all applicable employees. This feature is for use after all T4/T4A emails have been sent out and a couple statements need to be recreated. Please refer to the documentation under Email T4/T4A Statements for more details.

Generate CRA Submission File

Enter "Y' to have the T4/T4A CRA file generated during this run.
Enter 'N' to omit the generation of the CRA file from this run.

The CRA file is used in the generation of the XML file for submission to CRA. The contents of the CRA file may be adjusted as necessary through the T4/T4A CRA File Changes option.

Generate Laser T4/T4A Print File

Enter 'Y' to generate the T4/T4A form in laser printer format.
Enter 'N' to generate the T4/T4A form in the old carbon copy format.

The Laser T4 and Laser T4A generate the employee's two copies per page and a separate document with the employer's laser copy is generated. The employers laser AFORM####.Ryy or FFORM####.Ryy (where # is the RP number and 'yy' is the last two digits of the taxation year) may be printed separately as necessary.

When 'Y'ES was selected to generate laser T4/T4A'S:

Generate Laser Self Sealer Print File

Enter "N' to generate the regular laser T4/T4A form in regular format.
Enter 'Y' to generate the self-sealer T4 or T4A laser format. The self-sealer print format is an 8 ½ by 14-inch form with three sections. The form contains two T4/T4A sections and an addressing area. This option will print two copies of an employee's T4/T4A and then on the third section repeat the employee's addressing and location code information. The employee's addressing information is printed on the same lines as the T4/T4A copy, although the column positioning is shifted to the right by 20 spaces. The employer print file, AFORM####.Ryy or FFORM####.Ryy, is also created but printing two different T4/T4As per page, skipping the addressing section.

When 'Y'ES was selected to generate laser self sealer T4/T4A:

Employer Return Address on Self Sealer

Enter "Y' to have the employer address printed as a return address on the 3rd or address portion of the self sealer. The employer address information is printed using the exact same print positions as defined for the T4/T4A portion.
Enter 'N' to omit the employer address information on the 3rd or address portion of the self sealer T4/T4A. You would only omit the return address when you have another means of generating a return address.

Include T4/T4A Back Page on PDF Statements

For T4's, enter or select 'Y' es to include the T4 back page. The back page will be appended at the time the PDF document is created.
For T4A's, enter 'E' to include the English version of the back page.
For T4A's, enter 'F' to include the French version of the back page
Enter 'N' to omit the back page details when the PDF statements are generated.

Enter Number of Lines Per T4/T4A

Enter the number of actual lines per singular T4/T4A form. This value will define how many blank lines need to be printed from the last line printed on the T4 to the top of the employee's next T4/T4A.

Sort by Employee #/Name/Location

Enter 'E' to sort the employee T4/T4A slips by employee number.
Enter 'N' to sort the employee T4/T4A slips by employee name.
Enter 'L' to sort the employee T4/T4A slips by employee location.

When sort by 'L'OCATION was selected:

Sort By Employee # Or Name Within Location

Enter 'E' to sort by employee number within location.
Enter 'N' to sort by employee name within location.

Sort Employer Copy By #/Name/Location

Enter 'E' to sort the employer copy of the T4/T4A slips by employee number.
Enter 'N' to sort the employer copy of the T4/T4A slips by employee name.
Enter 'L' to sort the employer copy of the T4/T4A slips by employee location.

When sort the employer copy by 'L'ocation was selected:

Sort By Employee # Or Name Within Location

Enter 'E' to sort the employer copy by employee number within location.
Enter 'N' to sort the employer copy by employee name within location.

Use Regular Or Alternate Profile

Enter 'R' to process the employees T4/T4As using the regular tax form profile.
Enter 'A' to generate the employees T4/T4As using the alternate tax form profile.

The use of the alternate tax form profile is intended to allow the generation of T4/T4A slips using different print positions.

When 'A'lternate profile was selected:

Enter Alternate Profile Code

Enter a letter from A to E to determine which alternate profile is to be used.

Use Regular or Alternate Profile On Employer Copy

Enter 'R' to process the employer copy of the T4/T4As using the regular tax form profile.
Enter 'A' to generate the employer copy of the T4/T4As using the alternate tax form profile.

The employee and employer print files can be generated using different print profiles. Please note: The Alternate Profile option available for printing of the Employer copy can only be used to adjust print positions. All box contents are built based on the definition of the profile defined for the employee copy.

When 'A'LTERNATE profile on the employer copy was selected:

Enter Alternate Profile Code for Employer Copy

Enter a letter from A to E to determine which alternate profile is to be used in the generation of the employer print copy.