Generate Tax Forms

Overview

This entity allows users to generate annual tax forms. In this report screens users able to generate 6 different types of forms which are:

T4
T4 Summary
T4A
T4A Summary
NR4
NR4 ORS

A screenshot of the Generate Tax Forms feature is available here. Image shown as reference material; position and names for labels, fields and buttons are subject to parameter, rendering control configuration and installed revision.

Users access Generate Tax Forms from within the menu through this navigation path: Payroll Management ►Reports ►Payroll ►Year End Procedure ►Generate Tax Forms

Filters

The following table lists and describes all filter for the Generate Tax Forms, in their default order. Note that some filters depend on system parameters and rendering control to be visible and/or editable to users. Fiter names are subject to change through language label configuration.

Field	Description
Calendar Year	Shows the last calender year. This is a autopopulated filter criterion.
Tax Form Type	Allows users to selet tax form type. Available options are: T4 T4 Summary T4A T4A Summary NR 4 NR 4 ORS
Pay Code	Users can select pay code to filter tax forms.
Employee	Users can select pay code to filter tax forms.

T4

Overview

The purpose of this report is for employers to produce T4 slips (resident or non-resident) if they paid employees employment income, commissions, taxable allowances and benefits, fishing income, or any other remuneration.

Visible Fields

A sample of the T4 Report output is available here.The following table lists and describes all visible fields for the T4 Report, in their default order. Note that some fields depend on System Parameters and rendering control configuration to be visible and/or editable by users. Field names are subject to change through language label configuration.

Field	Description
Employer's name	Shows the employer's name and address.
Year	Shows the calendar year that was selected by the user when starting the processing of this year end tax form.
Employer's account number	Empty space to be filled by users.
Province of employment	Shows province of employment of the employee.
Social insurance number	Shows social insurance number of the employee.
is Exempt CPP	If the tax is exempt from CPP then the check box is true.
is Exempt EI	If the tax is exempt from EI then the check box is true.
is Exempt PPIP	If the tax is exempt from PPIP then the check box is true.
Employment Code	Shows employment code of the employee.
Employee's name and address	Shows the employee's name and address.
Employment income	Shows employment income of the employee.
Income tax deducted	Shows the amount of income tax deducted from the employee.
Employee's CPP contributions	Shows CPP contributions of the employee.
Employee's QPP contributions	Shows QPT contributions of the employee.
Employee's EI premiums	Shows EI premiums paid by the employee.
RPP contributions	Shows RPP contributions paid by the employee.
Pension adjustment	Shows the amount od pension adjustment made by the employee.
Employee's PPIP premiums	Shows PPIP premiums of the employee.
Union dues	Shows the amount of union dues.
Charitable donations	Shows the amount od charitable donations made by the employee.
RPP or DPSP registration number	RPP or DPSP registration number of the employee.
Other information	Custom box for to add any other information of the employee.

Buttons
The following table describes actions associated to the depicted button image. Note that some images are associated with several buttons, used for more than one purpose within the T4.

Button Image	Description
	When exporting this report, click the icon to export in PDF format.
	Click to remove the record. A window is displayed confirming the item is deleted.

T4 Summary

Overview

T4 Summary report is a summary report of T4 report.

Visible Fields

A sample of the T4 Summary Report output is available here.The following table lists and describes all visible fields for the T4 Summary Report, in their default order. Note that some fields depend on System Parameters and rendering control configuration to be visible and/or editable by users. Field names are subject to change through language label configuration.

Field	Description
Employer's name	Shows the employer's name and address.
Year	Shows the calendar year that was selected by the user when starting the processing of this year end tax form.
Employer's account number	Empty space to be filled by users.
Total number of T4 slips filed	Shows total number of T4 produced for the employee.
Employment income	Shows employment income of the employee.
Income tax deducted	Shows the amount of income tax deducted from the employee.
Employee's CPP contributions	Shows CPP contributions of the employee.
Employer's CPP contributions	Shows amount of CPP contribution made by employer.
Employee's EI premiums	Shows amount of EI premiums paid by the employee.
Employer's EI premiums	Shows amount of EI premiums paid by the employer.
Total deductions reported	Shows total deduction deducted from the employee salary.
Pension adjustment	Shows the amount od pension adjustment made by the employee.
Registered pension plan (RPP) contributions	Shows amount of contribution made by employee to the registerd pension plan.
Certification	Field for certify that the information given on this T4 information return and on related slips is correct and complete.

Buttons
The following table describes actions associated to the depicted button image. Note that some images are associated with several buttons, used for more than one purpose within the T4 Summary.

Button Image	Description
	When exporting this report, click the icon to export in PDF format.
	Click to remove the record. A window is displayed confirming the item is deleted.

T4 A

Overview

T4A slip applicable for a payer, such as an employer, a trustee, an estate executor (or liquidator), an administrator, or a corporate director, and the employer's pay any of the following types of income:

Pension or superannuation.
Lump-sum payments.
Self-employed commissions.
Annuities.
Patronage allocations.
Registered education savings plan (RESP) accumulated income payments.
RESP educational assistance payments.
Fees or other amounts for services or
Other income such as research grants, payments from a registered disability savings plan (RDSP); wage-loss replacement plan payments if you were not required to withhold Canada pension plan (CPP) contributions and employment insurance (EI) premiums, death benefits, or certain benefits paid to partnerships or shareholders.

Visible Fields

A sample of the T4A slip Report output is available here.The following table lists and describes all visible fields for the T4A slip Report, in their default order. Note that some fields depend on System Parameters and rendering control configuration to be visible and/or editable by users. Field names are subject to change through language label configuration.

Field	Description
Payer's name	Shows the employer's name and address.
Year	Shows the calendar year that was selected by the user when starting the processing of this year end tax form.
Payer's account number	Empty space to be filled by users.
Social insurance number	Shows social insurance number of the employee.
Recipient's account number	Shows bank account number of the employee.
Recipient's name and address	Shows name and address of the employee.
Pension or superannuation	Shows amount of pension or superannuation paid to the employee.
Income tax deducted	Shows amount of income tax deducted from the employee.
Lump-sum payments	Shows lump-sum amount payable to the employee.
Self-employed commissions	Shows any self-employed commissions earned by employee.
Annuities Rentes	Shows any annuties made to the employee for rent.
Other information	Custom box for to add any other information of the employee.

Button Image	Description
	When exporting this report, click the icon to export in PDF format.
	Click to remove the record. A window is displayed confirming the item is deleted.

T4 A Summary

Overview

T4A summary report is a summary report of T4A Slip report.

Visible Fields

A sample of the T4A Summary Report output is available here.The following table lists and describes all visible fields for the T4A Summary Report, in their default order. Note that some fields depend on System Parameters and rendering control configuration to be visible and/or editable by users. Field names are subject to change through language label configuration.

Field	Description
Payer's name	Shows the employer's name and address.
Year	Shows the calendar year that was selected by the user when starting the processing of this year end tax form.
Name and address of employer or payer	Shows name and address of employer or payer.
Payer's account number	Shows bank account number of the paye.
Total number of T4A slips filed	Shows the total number of employee T4A's produced.
Pension or superannuation	Shows amount of pension or superannuation given to the employees.
Lump-sum payments	Shows lump-sum payments made to the employees.
Self-employed commissions	Shows amount of self-employed commissions given to the employees.
Annuities – Rentes	Shows amount of annuities for rentes given to the employees.
Other income	Shows amount of other income received by the employees.
Patronage allocations	Shows amount of patronage allocations given to the employees.
RPP contributions (past service)	Shows amount of RPP contributions for past service given to the employees.
Pension adjustment	Shows amount of pension adjustment made to the employees.
RESP accumulated income payments	Shows amount of RESP accumulated income payments made to the employees.
RESP educational assistance payments	Shows amount of RESP educational assistance payments made to the employees.
Fees for services	Shows amount of fees paid the employees for the service.
Other information	Any other information related to T4A slip
Income tax deducted	Shows amount of income tax deducted from the employees pay.
Remittances	Any remittances deducted from employee salary.

Button Image	Description
	When exporting this report, click the icon to export in PDF format.
	Click to remove the record. A window is displayed confirming the item is deleted.

NR4

Overview

The NR4 are printed when payments are done to non-residents for income such as interest, dividends, rents, royalties, pensions, and acting services in a film or video production.

Visible Fields

A sample of the NR4 Report output is available here.The following table lists and describes all visible fields for the NR4 Report, in their default order. Note that some fields depend on System Parameters and rendering control configuration to be visible and/or editable by users. Field names are subject to change through language label configuration.

Field	Description
Year	Shows the calendar year that was selected by the user when starting the processing of this year end tax form.
Recipient code	Recipient code, always shows number 1.
Country code for tax purposes	Shows country code of the employee.
Payer or agent identification number	Shows identification number of the payer or agent.
Foreign or Canadian tax identification number	Shows foreign or domestic tax identification number of the employee.
Income code	Shows income code of the employee earnings.
Currency code	Shows code of currency used to pay the employee.
Gross income	Shows gross income earned by the employee.
Non-resident tax withheld	Non-resident tax withheld limit of the employee.
Exemption code	Shows tax exemption code.
Non-resident recipient's name and address	Shows non-resident recipient's name and address.
Name and address of payer or agent	Shows name and address of payer or agent.
Country code	Shows country code of the employee.

Buttons
The following table describes actions associated to the depicted button image. Note that some images are associated with several buttons, used for more than one purpose within the NR4.

Button Image	Description
	When exporting this report, click the icon to export in PDF format.
	Click to remove the record. A window is displayed confirming the item is deleted.

NR4 ORS

Overview

NR4 Old Age Security information slip is needed when employee fill out the form Old Age Security Return of Income.

Visible Fields

A sample of the NR4 ORS Report output is available here.The following table lists and describes all visible fields for the NR4 ORS Report, in their default order. Note that some fields depend on System Parameters and rendering control configuration to be visible and/or editable by users. Field names are subject to change through language label configuration.

Field	Description
Year	Shows the calendar year that was selected by the user when starting the processing of this year end tax form.
Recipient code	Recipint code, always shows number 1.
Country code for tax purposes	Shows country code of the employee.
Old age security number	Shows old age security code number.
Foreign or Canadian tax identification number	Shows tax identification number of the employee.
Non-resident account number	Shows bank account number of the non-resident employee.
Income code	Shows income code of the employee earnings.
Currency code	Shows code of currency used to pay the employee.
Gross income	Shows gross income earned by the employee.
Non-resident tax withheld	Non-resident tax withheld limit of the employee.
Exemption code	Shows tax exemption code.
Recovery tax code	Shows deduction recovery tax code.
Recovery tax withheld	Recovery tax withheld limit of the employee.
Non-resident recipient's name and address	Shows non-resident recipient's name and address.
Name and address of payer or agent	Shows name and address of payer or agent.

Button Image	Description
	When exporting this report, click the icon to export in PDF format.
	Click to remove the record. A window is displayed confirming the item is deleted.