1. Everest Support
  2. Processing Payroll
  3. Year End - T4/T4A

Last modified by: Alpine Crew -

Create and Review T4/T4As

To complete the T4/T4A process, you will notice there is a stepper and additional information. The Header section of the tax form run page contains information about the tax run, including the year, the organization's legal name, the remittance account and the current status. In the header section, you will also find the links to view the T4 and T4A summaries and slips and the menu for importing and exporting T4 data. The additional fee estimator section will show the anticipated fees based on the delivery options selected.

 

 

The process of creating and reviewing the T4 and T4As can be categorized into the following steps:

 

Step 1: Edit T4/T4A Balances

The first step is entering the remittance balance for the year. Once an amount is entered for either of the slips types (T4 or T4A) the step will be marked as completed. Steps can be skipped in the beginning, if the information needed at the time is not yet available but it will not be possible to approve the tax run in the end until all steps are completed.

 

 

Step 2: PIER Report

The second step is the PIER report. When your data is received by CRA, they conduct a Pensionable and Insurable Earnings Review (PIER) to assess that the correct CPP and EI amounts have been deducted and paid. This screen provides an explanation of what the report is for and how to understand it.

 

 

Click the View PIER Report link. The system will prompt you to run a PIER report, even if you have done one outside of this screen. The results will open in a new window. 

Here's a link for more information on How To Read the PIER Report.

 

Step 3: Delivery

The delivery options page will allow you to specify how you want your T4s to be delivered. If either of the print options are selected, you will be required to select from the options for how they should be packaged.

 

 

Select the printing and packaging method you would like for your T4/T4As in this section. 

Printing
Choose from one of the following options:

  1. I will print my T4s - we will not do any printing for you.
    To print all T4s - click View T4 Slips
    To print only T4s for employees who do not access the employee portal and those that are terminated (regardless of employee portal access) - click View T4 Slips not available in Employee Portal
    Note: If there is no difference between the 2, only the View T4 Slips will appear.

    Once finalized, your employees who have access to the Employee Portal will also see their T4 online.
  2. Print all my T4s for me - we will print according to your delivery options.

    The PDF of all T4 slips will still be available to you and your employees who have access to the Employee Portal will see their T4 online once it has been finalized.
  3. Print only the T4s for employees who do not have a login to the system (Employee Portal) - we will print only the T4s for employees who do not access the employee portal and those that are terminated (regardless of employee portal access).

    The PDF of all T4 slips will still be available to you and your employees who have access to the Employee Portal will see their T4 online once it has been finalized.

Delivery Options
The drop down options will only be available if you have selected that we do some printing for you. 

T4 Delivery Method:

Select how you would like the T4s to arrive to you or to your employees.

  1. Pickup - T4s can be picked up from our office.
  2. Direct mail to all employees - each T4 will be individually sealed and mailed to each employee
  3. To normal payroll address by courier - T4s, as per your packaging option selected, will be couriered to your office address on file
  4. To normal payroll address by mail - T4s, as per your packaging option selected, will be sent via Canada Post to your office address on file
  5. To normal payroll address with next payroll - T4s, as per your packaging option selected, will be packaged and delivered along with your next regular payroll

T4 Packaging:

Please select one of the following options if you have selected option 2-4 under T4 Delivery Method

  1. All T4s in bulk, packaged and sealed - employee T4s will be loose (not folded or in individual envelopes)
  2. Individual sealed statement per employee - employee T4s will be folded and individually sealed

Additional Instructions
Option to print company copies of the T4s - check on the Print copy of all T4s for my records to receive paper copies for your files.


Option to file to CRA on our own - check on I will file to CRA myself to do your own filing. If this is selected, we will not send your T4 data and summary to CRA. 

If the user selects the I will file to CRA myself option, there will be a warning message at the top of the tax run, to ensure that they are aware that we will not be filing their T4s.

 

Comments
You can communicate additional delivery instructions to your support team through this box. 

Click Save to complete the step.

 

Step 4: Reload Demographic Data

This step allows you to pull in the latest demographic data for your employees. The page informs you about what type of information will be updated. It also shows what step was last completed. Click on Reload Demographic Data to complete the step. This step can be completed as many times as needed. It must be done at least once before the tax run can be approved

 

 

 

Step 5: Review Errors and Warnings

This step allows you to view the Errors and Warnings for their tax run. Errors prevent you from approving the tax run. Warnings are things that you should look at but they will not prevent approving the tax run. You will see a message indicating how many errors or warning the tax run had.

 

You can view the errors while clicking on the View Errors which will prompt you to a new screen displaying the error details.

 

Step 6: Approval

Approving is enabled once all the previous steps have been completed.

 

The steps that are not completed will be shown in order to complete the process. Once all the steps are completed, Click on Approve Tax Form Run, which indicates to our team that it has been reviewed by you and is ready to be transmitted to CRA.

  

If you cannot access these menu items in the system or would like assistance going through the year end process, please contact the Alpine Crew at 204-478-3707 or alpinecrew@ibexpayroll.ca.

Contact the Alpine Crew!

204-478-3707
alpinecrew@ibexpayroll.ca