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Problem:

Where to do I make the form assignment?

Solution:

Steps:

  1. Head to Setup > Payroll

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  1. settings> payroll categories

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  1. .
  2. Double click the pay category, go to tab Form assignment tab.


Purpose:

Reporting box (Value) on T4, T4A or RL1

Form assignment example for T4:

Depends by the type of category (earning, benefit, deduction, tax or payroll tax) Form assignment tab (Box number) will have a different

Below is an examples of Salary (Earning payroll category)

CRA - Codes for T4

https://www.canada.ca/en/revenue-agency/services/tax/businesses/topics/payroll/completing-filing-information-returns/t4-information-employers/t4-slip/other-information-codes-t4-slip.html


T4 – Information for employers.

https://www.canada.ca/en/revenue-agency/services/tax/businesses/topics/payroll/completing-filing-information-returns/t4-information-employers.html

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Example of Tax pay category

Example of Payroll tax  pay pay category

Example of Benefit pay category

Benefits and allowances explain - CRA link

https://www.canada.ca/en/revenue-agency/services/tax/businesses/topics/payroll/benefits-allowances.html

Benefits chart form assignment

This chart indicates whether you need to deduct Canada Pension Plan (CPP) and employment insurance (EI) from the taxable allowances and benefits discussed in this guide, and shows which codes you should use to report them on the employee's T4 slip.

https://www.canada.ca/en/revenue-agency/services/tax/businesses/topics/payroll/benefits-allowances/benefits-allowances-chart.html

RL-1:

https://www.revenuquebec.ca/en/businesses/rl-slips-and-summaries/sending-rl-slips-and-summaries/sending-rl-slips-and-summaries-to-revenu-quebec/online/

Quebec - Taxable benefits

https://www.revenuquebec.ca/en/businesses/source-deductions-and-employer-contributions/special-cases-source-deductions-and-employer-contributions-in-certain-situations/taxable-benefits/

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