Running the T4,T4A slips

Note: If PR240 is populated from a previous run, clear all the fields on the form.

You must run T4 - T4A Slips (PR240) to

  • Generate a trial run of T4,T4A slips to review for errors and correct those errors, and

  • Generate the final T4,T4A slips and submit a CSV file to a third party for printing.

Single page slips are supported for laser or inkjet printers.

Do not change the parameters on Year End Parameters (PR27.1) after you run T4 - T4A Slips (PR240) and before you run T4,T4A XML (PR241).

Before you process your T4,T4A slips, we recommend that you run Year End Parameter-Copy/Delete (PR127) in Report mode to verify the parameters that are used to process T4,T4A slips. Copying year-end parameters We recommend that you test your year end parameters before you process your final T4,T4A slips. Testing year-end parameters for T4,T4A slips

  1. Access T4 -T4A Slips (PR240).
  2. Select the company for which to run the T4 slips.
  3. Specify the reporting year in the Payroll Year field.
  4. On the Main tab, specify this information:
    Type of Process

    Select whether to process T4s or T4As. This determines which parameters are used from Year End Parameters (PR27.1).

    Employee Group

    Specify the employee group to be processed. If you specify an Employee Group, you can not use the Employee range.

    Employee

    Specify the beginning employee number in a range to determine which employees to process. If an employee range is selected, an Employee Group can not be used.

    Combine T4/T4A by SIN

    Select Yes to combine information when an employee has two employee numbers and one Social Insurance number.

    Note: The rates for 2014 default into the Rates tab no matter what year you specify in the Payroll Year field. You can manually override the fields, if necessary.
  5. On the Rates tab, define override rates, if applicable:
    EI Prem Rt Employee

    An EI Premium Rate for Employee contributions. This is the percentage rate from which the employee premiums are calculated. This amount is used in combination with other EI amounts to report errors in limits/maximums.

    Quebec EI Rt Employee

    Specify the Quebec EI Rate for Employee contributions. This is the percentage rate from which the employee premiums are calculated. The current year's rate defaults but that value may be overridden if you are processing for a previous year. This amount is used in combination with other EI amounts to report errors in limits/maximums.

    CPP Contrib Rate

    A CPP contribution rate for the payroll year you are processing. This is the percentage rate that is applied toward the applicable earnings to calculate the employee's contributions.

    QPP Contrib Rate

    Specify a QPP contribution rate for the payroll year you are processing. This is the percentage rate that is applied toward the applicable earnings to calculate the employee's contributions. The current year's rate defaults but that value may be overridden if you are processing for a previous year.

    CPP Exempt Amt

    Specify the CPP annual dollar amount which is exempt from Pensionable earnings.

    QPP Exempt Amt

    Specify the QPP annual dollar amount which is exempt from Pensionable earnings. The current year's amount defaults but that value may be overridden if you are processing for a previous year.

    QPIP Contrib Rate

    Specify the QPIP contribution rate for the payroll year you are processing. This is the percentage rate that is applied toward the applicable QPIP earnings to calculate the employee's contributions. Although the value defaults from the system, it is overridden if the job is being processed for the past years.

    EI Earnings

    Specify the maximum insurable earnings for EI for the year. This is the amount which EI employee premiums are based. This amount is used in combination with other EI amounts to report errors in limits/maximums.

    Quebec El Earnings

    Specify the maximum insurable earnings for the Quebec Year Earnings for QPIP. This is the amount on which Quebec EI employee premiums are based. The current year's amount defaults but that value may be overridden if you are processing for a previous year. This amount is used in combination with other Quebec EI amounts to report errors in limits/maximums.

    CPP Contrib Rate

    Specify the CPP contribution limit for the year. Annual CPP Earnings (Max Earnings less exempt amount) multiplied by the Contribution rate defines this amount. This amount is used in combination with other CPP amounts to report errors in limits/maximums.

    QPP Contrib Rate

    Specify the maximum annual QPP earnings. This is the maximum earnings on which the employee's QPP contributions are based. The current year's amount is calculated by the program but that value may be overridden if you are processing for a previous year. This amount is used in combination with other QPP amounts to report errors in limits/maximums.

    QPIP Earnings

    Specify the QPIP Earnings. This is the maximum annual QPIP earnings where the employee QPIP contributions are based on. Although the value defaults from the system, it is overridden if the job is being processed for the past years.

  6. In the Run Options tab, define options, specify this information:
    Slip Option

    Select the type of slip to process.

    Option 1 is the T4 slip which is sent to the Government and requires a specific sort order (alphabetic by BN).

    Option 2 is the T4 EE copy which does not have the Payroll Account Number printing on it.

    Option 3 is for the T4 employer copy which is the same as the CRA copy except it is not required to have a specific sort order.

    Option 4 is for the Government T4A.

    Option 5 is the T4A employee copy which does not have the Payroll Account Number printing on it.

    Option 6 is the T4A employer copy which is the same as the CRA Government copy except that it is not required to have a specific sort order.

    Emp Seq

    Select which employee sequence is used on the report. Select alpha, employee number, or SIN.

    Slip Sort

    Select the order of sorting for the slip. This uses the Employee (HR11.1) value at the time this program is run. For the CRA copy, the slips print in alphabetical sequence. For the other copies, the program uses the Employee Sequence selected.

    Pay Status

    Select whether to include or exclude the pay from the sort.

    Report Option

    Select a valid report option (Total, Summary, or Detail) to produce a report that is used for balancing purposes.

    Employer Address

    Select whether to print the employer return address on the T4 slips.

  7. On the Alignment Forms tab, specify this information:
    Number of Alignment Forms

    Select the number of alignment forms that will print before the actual slips are printed.

    Print Alignment Forms Only

    Select whether to print alignment forms only.

  8. In the Output File tab, specify this information:
    File Name

    Specify a CSV file name. This specifies that you want to have the slip information saved into a file for use by a third-party forms software.

    If you specify a path name in this field, then the file is saved in that directory. If you only specify a file name, then the file is saved to $LAWDIR/print/username/jobname/stepnbr/. Jobname must be lower case.

  9. Submit the report to print T4,T4A slips.
  10. Transfer the information provided in the summary and segment reports to the appropriate government forms for submission.

Options for rerunning the T4,T4A slips

See KB article #1209057 for detailed instructions about amending or cancelling T4/T4A slips. Ensure to follow the instructions for amending, canceling, and replacing slips in the CRA publication: RC4120 Employers' Guide: Filing the T4 Slip and Summary, or RC4157 Deducting Income Tax on Pension and Other Income, and Filing the T4A Slip and Summary.