Before you submit your final T4 and T4A files to the Canada Revenue Agency (CRA), follow these steps to ensure accuracy and avoid common reporting errors.
- Generate preliminary files.
Run the T4 and T4A process to create CSV and XML files. These files are for review purposes only and should not be submitted yet.
- Review for errors.
Open the generated files and check for any inconsistencies or missing data.
Common issues include incorrect Social Insurance Numbers (SINs), misclassified earnings, or missing taxable benefits.
- Repeat as needed.
This process does not update your data, so you can run it multiple times without affecting your records.
You may perform this step after you close the payroll year and after your first payroll cycle of the new year.
- Check the error report.
If any issues are detected, an error report is automatically generated. Review the report carefully and correct all errors in your year-end data and year-end parameters.
- Prepare for final submission.
Once all errors are resolved, you can proceed to generate the final submission file for the CRA.
Do not change the parameters on Year End Configurable Fields and Employee Configurable Fields before you run Generate T4 and T4A.