How to Setup T4 Maintenance for OTIP

This screen is used to define the allocation of year to date amounts from the YTD tables to fill various boxes in the T4 and T4A forms.  Refer to K212 HRP.PAYROLL.RPT.ANNUAL.T4 & T4A GENERATION for details of the process that generates the T4s and T4As.

The T4 Entity Maintenance screen will save the record if it is a Taxable Deduction and the ENTITY_CODE is one of the OTIP Algorithm Deduction codes

Use the following steps to Setup T4 Maintenance for OTIP:

          1. Click on Payroll

          2. Click on Year End

          3. Click on T4 Entity Maintenance

          4. Right-click the record in the grey grid below the Year column and Select New Record to add a new record

          5. Enter the Year for the record

          6. Select T4 or T4a 

          7. Select a Box number

          8. Select Entity Type as DEDUCTION

          9. Enter Entity Code with the Algorithm Code = OTIP

                    T4 Entity you need to explicitly define each ENTITY CODE with the Algorithm Code = OTIP

          10. Select Class as T

          11. Enter Portion as 1

          12.  Enter in relevant information within the grid.(All fields are mandatory) (Consult the user guides for more information about each field)

          13. Click Save to save your changes