How to Generate T4 & T4A Forms

This process performs the following functions for a specific Tax Year:

•Calculates and saves the number of teaching days worked for the year by each Employee

•Generates a report of employees with pa override amounts and a TPP service and teaching days comparison.

•Generates Prelist reports for both T4 and T4As (this can be done prior to actually generating the T4 and T4A forms for printing).

•Generates T4s and T4As for publication on the K212 Portal or for printing and creates the corresponding data files to be sent to Revenue Canada

Use the following steps to Generate T4 & T4A Forms:

          1. Click on Payroll

          2. Click on Year End

          3. Click on T4 and T4A Generation

          4. Enter a Tax Year value

          5. Select an Employee Group value

          6. Select a Calculate Teaching Gays? value (i.e Yes)

          7. Select a Generate TPP Service/Teaching Days Report? value (i.e Yes)

          8. Select a Generate T4 Prelist? value (i.e Yes)

          9. Select a Generate T4A Prelist? value (i.e Yes)

          10. Select a Generate T4 Forms? value (i.e Yes)

          11. Select a Generate T4A Forms? value (i.e Yes)

          12. Select a Prelist Sort Order value

          13. Select a Form Sort Order value

          14. Select an Amended T4/T4A? value

          15. Select an Employee ID value (If applicable)

          16. Select an Add All Forms to the Web? value (i.e No)

          17. Select a T4 Forms : Form Type value (Define Margins if applicable)

          18. Select a T4A Forms : Form Type value (Define Margins if applicable)

          19. Select a As of Date value

          20. Select an Automatically Remove Consent? value (i.e No)

          21. Select a Transmitter Number value

          22. Select a Language value

          23. Enter a Board Name 1 value

          24. Enter a Technical Contact Name & Area Code/Phone number values

          25. Enter an Accounting Contact Name & Area Code/Phone number values

          26.  Enter in any other relevant information on the screen (If applicable) (Consult the user guides for more information about each field)

          27. Click the Submit button to generate T4 & T4A's