Processing Canadian forms

Canadian and Quebec year-end slips, such as T4, T4A, RL-1, and RL-2, are official documents used to report employees’ annual earnings, deductions, and taxable benefits ensuring compliance with federal and provincial government filing requirements.

Year-end checklist

This table shows the items and steps you that must follow to create year-end slips and magnetic media.

Step Details
Prepare for year end
  1. Gather provincial and federal government year-end filing requirements.

    See Government resources.

  2. Verify social insurance numbers, names, and addresses for all employees.
  3. Estimate the number of year-end slips you need.
  4. Select the kind of year-end slips to use and order the slips if necessary.

See Preparing for year-end processing.
Reconcile year-end data
  1. Balance payroll.
  2. Make necessary adjustments.

See Reconciling year-end data.
Prepare year-end parameters Copy parameters.

Perform any or both of these steps:

  1. Run the Maintain Year End Parameters action.
  2. Define parameters on Year End Configurable Fields for each legal entity or legal entity and legal establishment that requires unique parameters.

See Preparing for year-end parameters.
Prepare employee information
  1. Ensure no employee has negative wages.
  2. Ensure information on all employee records is correct and employee year-end parameters are defined.

See Preparing employee information.
Verify company information
  1. Verify pay structure.
  2. Verify deduction structure.
  3. Verify Payroll Account Number and Quebec Enterprise Number.

See Preparing company information.
Test year-end parameters
  1. Run Configurable Fields Reporting to verify that you set up year-end parameters correctly.
  2. Run a report for the year-end slips.
  3. Run a test batch of the year-end slips.
  4. Run a trial electronic file.

See Processing T4 and T4A slips or Processing RL-1 and RL-2 slips.
Process year-end slips Print year-end slips.

See Processing T4 and T4A slips or Processing RL-1 and RL-2 slips.
Process year-end electronic file Run the final electronic file.

See Processing T4 and T4A slips or Processing RL-1 and RL-2 slips.