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UPDATE (Dec. 31, 2020): This year, there are extra boxes for wage subsidy that the government provided due to COVID-19. Not all companies qualify to get this subsidy and some may have opted not to get this subsidy. In either case, the extra boxes must be filled in as per this link: https://www.canada.ca/en/revenue-agency/campaigns/covid-19-update/support-employers-cra-covid-19.html

Note: This article outlines the instructions on how to create, edit, print, and email T4s in Clarity. The same instructions can be followed for T4As and RL-1s. 

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 Creating T4s

1. Select Forms > T4 > Create T4 records.
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1. Select the EI group. If you have multiple EI groups, you have to create T4s separately for each of those EI groups.
2. Select the appropriate options in the "Employees to include" section. Click "Next". 
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1. Click Finished

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1. . Your T4s have been created.
2. Go to

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1. Forms > T4 > Edit T4 Supplementary, to verify Employee data. You can update Employee’s information under the tabs provided.

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1. Go to

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1. Forms > T4 > Edit T4 summary, to verify and update Employer’s information.

N.B. It is YOUR responsibility to enter the amount of the company remittances into box 82, this value should be obtained from your accounting software!  To print T4, go to Forms>T4>Print

Printing T4's

Steps:

1. Go to Forms > T4 > Print
2. Select Supplementary for employees, Summary or Audit Report.
3. Under parameters, select first and last employee to print. You can select the same employee in both of the boxes to print only one T4 slip.
4. Under Form Type, you can select either Blank paper or Pre-Printed Laser.
5. Under Alignment, you can move the margin from Top or right.

 Process of creating T4A and RL-1 is the same as that of T4s.

NOTE FOR RL-1

For the RL-1, there are slight adjustments.

Steps:

1. Go to > Forms > RL-1

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1. .
2. Edit Summary > Add the Original starting sequential number and next sequential number

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1. .
2. Click “Assign All”.
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E-

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Filing is a two step process:

Step 1: T619 Magnetic Media Transmittal

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Creating the E-file:

1. Click on

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1. Forms >T4 > Magnetic Media Transmittal
2. Fill out all the information

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1. .
2. Click Save to accept the changes. 
3. For Transmitter number type in MM 999999.  This number was used by CRA to identify companies

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1. and it is not used anymore.

Step 2: T619 Magnetic Media Transmittal

To submit T4s by e-filing, you must save T4s as an XML file and submit to CRA.  You have to create separate files for every business numbers you might have.

• To create Magnetic Media file go to Forms>T4>Magnetic Media filing for T4. Save the file on local Hard disk. (for e.g. C:\Paymatew\) or on a network location.    Please remember name and location of this file as this is the file that you need to upload to CRA’s website.
• Submit this file to CRA’s website using Account number and Web access code (see details below under E-Filing).

E-Filing

Sending the E-File:

The CRA requires companies with more than 50 employees to file T4s online. The CRA has sent  sent Account number and Web access code to all companies required to file online. If you haven’t received your access information, please contact The CRA.  Paymate will not have this information.

Create XML file using Magnetic Media file, (details listed above) and upload the file on CRA’s website.

  Steps:

• Click on: Enter Internet file transfer (XML) secure Web site
• Read the Disclaimer and click on ‘ I Agree’ at the bottom of the page.
• Type in Account number and Web access code provided to you by CRA (Please refer to letter sent to you by CRA).  Do not enter anything under Transmittal number if you have keyed in an Account number.
• Click on ‘Continue to Step two’
• Click on Browse and select file created from Paymate.
• Click on Submit
• Print confirmation page for your reference.

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Please contact CRA for any issues regarding E-filing.
www.cra.gc.ca 

How to Email T4s in Clarity

Please ensure the following are completed prior to emailing the T4s to employees:

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Pre-requisites:

Please confirm that employees who will be receiving the T4s have their email address setup.

1. This can be verified by going to Employees > General Information.
2. Select an employee.
3. Go to the Organization tab.
4. Look beside Email, if there is no email address enter the respective email address beside the corresponding field.
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5. Go to the Payroll tab
6. Ensure both ‘Receive paystubs by email’ and ‘Receive tax slips by email’ are checked off

Note: Employees receiving T4s by email must also be receiving paystubs by email. The password that is set up for the paystubs will be the same for T4s.
 

Confirm that the T4s have been successfully generated.

1. Go to Forms > T4 > Edit SupplementariesSupplementaries 
2. Browse through the Employee basic, Slip – Part 1 and Slip – Part 2 tabs confirm information and amounts

Follow these steps to email T4s to employees:

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