T4/T4A Statement Maintenance

The T4/T4A Statement Maintenance option allows you complete control over the employee's T4/T4A slip information. These T4/T4A work files are generated by running the T4/T4A Statement Creation process. All the values generated from that process can then be adjusted as necessary including employee additions and deletions from the T4/T4A work file. You would then re-produce the T4/T4A print file by running the T4/T4A Statement Regeneration process or T4/T4A Merge Regeneration for merged data. All values adjusted here will be reflected in the T4/T4A totals generated when the T4/T4A Statement/Merge Regeneration is run.

T4 OR T4A   

• Enter <Enter> or T4 to change values on an employee's T4 slip.
• Enter T4A to change values on an employee's T4A slip.

Regular or Merge   

• Enter 'R' to access the current payrolls T4/T4A statements.
• Enter 'M' to access merged T4/T4A statements for a specific RP number.

When Regular T4/T4A was selected:

Enter Tax Group [6/7/8]   

Enter the applicable tax group.

When Merged T4/T4A was selected:

Enter RP Number [####] <   

Enter the applicable RP number.

Enter Taxation Year

Enter the applicable four digit taxation year.

At the SIN prompt enter the employee's SIN.  Use look-up to search by employee name.  If an employee is not currently in the T4/T4A slip record you are given the option to add the employee to the T4 slip file. When an employee is added to a T4/T4A slip file only the employee's basic demographic information is loaded automatically. All necessary T4/T4A information must then be entered for the employee. Only employees from the current payroll may be added to the T4/T4A slip file. Refer to the Employer's Guide to Payroll Deductions for details on what is required on a T4/T4A slip.

For T4A only, you have the option of adding a T4A record for a SIN not in this payroll.  This feature allows you to include miscellaneous T4A entries with your payroll printing and submission to CRA.  When you add a T4A for a SIN known to the interlink system (employee is in other payroll or atrieveHR) the demographics will be loaded automatically. When the SIN entered is totally unknown, you will be required to make all demographic entries.  To ensure your T4A file passes the XML requirements, please be sure to complete all necessary demographic fields.

FIELD ## TO CHANGE/D TO DELETE  

Select the 'Delete' button to select this T4/T4A slip for deletion.

Click in the field to be changed. The up and down arrow keys may be used to move through the fields.

Note: SIN and Employee Number fields are not accessible. Those values may not be changed.

You cannot enter an 'OTHER' amount unless you also enter a corresponding OTHER code. Be sure the total number of OTHER sets entered has been defined in the T4 Tax Form Parameters profile. For example, if any employee has four OTHER sets, then at least four OTHER sets of print positions must be defined in the T4 print profile. Use look-up for a list of valid OTHER codes as of 2010 taxation year.  Always refer to the current CRA guide as to valid OTHER CODES and their meanings