T4/T4A Pre Validation Report
The T4/T4A Pre Validation Report module is used to review the T4/T4A values to be included on the XML file for submitted to CRA. This Pre Validation process reviews and reports common errors that will prevent the T4/T4A XML files from being accepted by CRA. The XML file to be submitted to CRA must, for example, include a full valid address including postal code for all employees. Should even one Canadian address have a missing postal code, the XML file will be rejected by CRA. This process will also review the fields and format of Employer Constant fields to be included on the XML file. This process should be run for every tax group to be submitted and all errors reported corrected until a clean report is produced. Should an address be for a country other than Canada or the USA, then the Province and Postal Code fields are not mandatory. Note: the XML Creation process will convert all Province fields to ZZ for addresses with a country code other than Canada (CAN) or USA, as per the CRA instructions.
Please note this Pre Validation process does not replace the need for the XML file to be self-tested by using the XML schema and a validating parser.
CRA web site states: "You must test your submission before you send them to the CRA. Submissions that contain file format errors will be rejected by CRA, and all of the returns within the submission will be considered not filed. "
Note: This Pre Validation report follows the same process as the T4/T4A run and will also report a summary of any negative box values that will be omitted by the T4/T4A Generation process.
PRINT T4 OR T4A
Process 'T4' entries.
Process 'T4A' entries.
Enter Tax Group To Process
Only tax groups 6, 7 or 8 can be chosen.
These tax groups correspond with the profiles created in Tax Forms Format Parameters as well as the group used when defining the income tax deduction. The tax group must also correspond to the Group defined on the applicable income tax deduction code.
Enter Taxation Year
Enter the applicable four-digit taxation year.
Enter Start Period
Enter the starting pay period for a range of periods of information to include. The first pay period for the tax year entered, as defined in the payroll calendar, will be displayed by default.
Enter End Period
Enter the ending pay period of the pay period range. The last pay period for the tax year entered, as defined in the payroll calendar, will be displayed by default.
Select by Income Tax Deduction Code
Selection by tax code is only required when more than one T4 or T4A tax code exists per payroll.
Enter <Enter> when only one tax group exists for this payroll. Leave this prompt blank on a T4A run when only one T4A deduction exists on this payroll.
Enter the income tax deduction code number that corresponds to the tax group to be processed. This deduction code selection combined with the tax group selection allows you to produce T4/T4A's for each of your tax groups when more than one tax group is used in a specific payroll.
Entering a tax deduction number here will also specify the Pension Adjustment record for the specified taxation year. When the tax deduction code is not entered, the pension adjustment amount will be taken from the first record for the employee for the specified taxation year.
The T4 program has been designed to look at each employee's history period record to determine the tax code used in that historical period. Historical periods that include the specified tax code will be included in the accumulation of values for the T4 run. When a historical period does not include a tax code, that period's values are included with the last tax code that was found.
When T4 entries are being processed:
The current settings of the Maximum CPP and Maximum EI values, as per the selected T4 Tax profile are displayed to allow a visual verification of the correct value per taxation year.
Accept to continue or Cancel to exit and adjust the applicable T4 Tax profile.
The report lists the following:
Employee number
Field that is incorrect
Value of field or blank when the field is missing
Description of what is invalid
Total number of errors
Total number T4/T4A slips processed