...

Creating & Editing T4s

Pre-Requisites

• Ensure that all employee social insurance numbers (SINs) are accurate.
  • You can confirm this by navigating to Employees > Employee General Information > 'Basic' tab. 
• Ensure that your business number (RP number) is entered correctly. 
  • You can confirm this by navigating to Configuration > Company > Company Edit > 'Canadian Taxation' tab > EI Groups section. 
• Ensure that all employees have entered the "Employer-Offered Dental Benefits" box. 
  • You can confirm this by navigating to Employees > Employee Master Paycard > 'Compensation Summary' tab. 
    Image Added
    

Steps to Create & Edit T4s

1. In Clarity, navigate to Forms > T4 > Create.
   
2. Select the "EI group". If you have multiple EI groups, you must create T4s separately for each EI group.
3. Select the appropriate options in the Employees to include and Name to include sections. Click "Next". 
   
4. Verify the tax form box assignments if you haven't already done so. Click "Next". 
5. Review your Information Summary and make changes if required. Click "Finish". Your T4s for the selected EI group have been created. 
6. Repeat steps 1 through 5 for each EI group, if you have more than one. 
7. Navigate to Forms > T4 > Edit Supplementaries, to review the T4 slips for employees. You can update all details within the tabs provided in each slip.
   
8. Navigate to Forms > T4 > Edit summary, to review your T4 summary.
   Note: It is your responsibility  to enter the amount of the company remittances into box 82. This value should be obtained from your accounting software!
   

...

Please contact CRA for any issues regarding e-filing.

Emailing T4s

Pre-Requisites

• Confirm that employees who will be receiving T4s electronically have their email address setup
  • You can confirm this by navigating to Employees > General Information > 'Organization' tab in the "Email" field
    
• Confirm that employees who will be receiving T4s electronically are specified to receive these 
  • You can confirm this by navigating to Employees > General Information > 'Payroll' tab in the "Receive tax slips by email" checkbox.
    
• Confirm that the T4s have been successfully generated
  
  • You can confirm this by navigating to Forms > T4 > Edit Supplementaries and browsing for each employee slip (Part 1 and Part 2) to confirm the information and amounts.

...