Note: This article outlines the instructions on how to create, edit, print, and email T4s in Clarity. The same instructions can be followed for T4A'sT4As.

Table of Contents

...

Table of Contents

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 Select Forms > T4 > Create T4 records.
   Image RemovedImage Added
2. Select the "EI group". If you have multiple EI groups, you have to must create T4s separately for each of those EI groupsgroup.
3. Select the appropriate options in the "Employees the Employees to include and Name to include" section sections. Click "Next". 
   Image Removed
   Image Added
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 Click Finished. Your T4s have been created. 
6. Repeat steps 1 through 5 for each EI group, if you have more than one. 
7. Navigate Go to Forms > T4 > Edit T4 SupplementarySupplementaries, to verify Employee datareview the T4 slips for employees. You can update Employee’s information under all details within the tabs provided in each slip.
   Image AddedGo
8. Navigate to Forms > T4 > Edit T4 summary, to verify and update Employer’s information.

...

1. review your T4 summary.
   Note: It is your responsibility  to enter the amount of the company remittances into box 82

...

1. . This value should be obtained from your accounting software!

...

1. 
   Image Added

Printing

...

Steps:

T4s

1. Navigate Go to Forms > T4 > Print
2. Select Supplementary for employees, Summary or Audit Report.
3. .
   Image Added
4. In the Form to be printed section, select either 'Supplementary' (T4 slips for employees), 'Summary' (T4 summary for employers), or 'Audit Report' (identifies discrepancies or provides audit totals). 
   1. If you selected 'Supplementary', enter the additional parameters as required. 
      1. In the Optional item to be printed section, identify if you want to print the employer's address on each employee's T4 supplementary.
      2. In the Copy to be printed section, identify which copies you want to print - either the CRA copy, employer's copy, recipient's (employee) copy, or the instructions. 
      3. In the Slips to be printed section, select the
   Under parameters, select
   1. 1. first and last employee to print. You can select
   the same employee in both of the boxes
   1. 1. just one employee to print only one T4
   slip.
   1. 1. supplementary. You can also click "Select All" to select all employees. 
   2. If you selected 'Summary', enter the additional parameters as required. 
      1. "Print Business Number" will print the EI group number (RP number) on the T4 Summary, if ticked. 
      2. "Print Employer Name and Address" will print the employer's name and address on the T4 Summary, if ticked. 
   3. If you selected 'Audit Report', identify the audit report that you want to print. 
      1. The Audit Totals report will identify the totals for each box on the T4. 
      2. The Audit Employees report will identify the totals for each box on the T4, per employee. 
      3. The EI Premium Discrepancy report will identify employees who have discrepancies between their EI premiums deducted and their insurable earnings.
      4. The EI Insurable and Pensionable Discrepancy report will identify employees who have insurable earnings or pensionable earnings that are different than their employment income. 
      5. The CPP/QPP Discrepancy report will identify employees who have discrepancies between their pension contributions and their pensionable earnings.
      6. The Bad Social Insurance Number report identifies employees who have an invalid social insurance number (SIN). 
5. Under Form Type, you can select either Blank paper or Pre-Printed Laser.Under Alignment
6. In the 'Paper' tab, you can move the margin from Top or right.

E-Filing is a two step process:

Creating the E-file:

1. Click on Forms >T4 > Magnetic Media Transmittal
2. Fill out all the information.
3. Click Save to accept the changes. 
4. For Transmitter number type in MM 999999.  This number was used by CRA to identify companies and it is not used anymore.

1. identify if you want to print the T4s with margins or not. 
2. Click "Print" to print the report, or "Preview" to print-preview the report. 

E-Filing T4s

...

The CRA requires companies with more than 50 5 employees to file T4s online. The CRA has 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:

...

Creating the E-File

1. Navigate to Forms >T4 > Magnetic Media Transmittal.
2. Identify the "EI Group" that you want to create the e-file for.
3. Identify your Transmitter Account Number and Transmitter RepID, if any. 
   Image Added
4. Identify the File Destination and enter the Submission Number. Click "Next". 
5. Select the "Report Type Code", either 'Original' if this is your first submission, or 'Amended' if you have already filed your T4s before. 
6. Select the "Language of Communication Indicator", either 'English' or 'French'. 
7. Enter your "Transmitter Name". Click "Next".
8. Select your "Country Code". Click "Next". 
9. Enter your Contact Person Information. Click "Next". 
10. Confirm the list of summaries and supplementaries that you want to create the e-file for. Click "Create Submission File". The file will be created and downloaded to your specified "File Location" from step #4 above.

Sending the E-File

1. In a web browser, go to the CRA's Filing with Internet File Transfer website.
2. Review the steps and click "Start Internet File Transfer (XML)". 
3. Read the Disclaimer and click

...

1. "I Agree" at the bottom of the page.
2. Type in your "Account

...

1. Number" and

...

1. "Web Access Code" as provided to you by the CRA (

...

1. please refer to letter sent to you by CRA). 

...

2. Click

...

1. on "Continue to Step

...

1. Two".
2. Click "Browse" and select file

...

1. that you exported earlier. 
2. Click "Submit" to submit your e-file. 
3. Print the

...

1. confirmation page for your reference.

You have to repeat this process for every business or Companies company you do payroll for.  Each company will have their own unique Account account number and Web Access web access code.

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

...

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

  ...

  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.
   
  

   Image Removed

  • • > 'Organization' tab in the "Email" field
      Image Added
  • 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.
      Image Added
  • 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.

  ...

  Steps to

  ...

  Email T4s to

  ...

  Employees

  1. Go to Forms > T4 > Email
  2. On the Form tab do the following:
     1. Set the correct business number and submission number under Group to Include
     2. Select the form to be printed (either Supplementary, Summary or Audit Report)
     3. Ensure that the Email recipients copy with instructions is selected under Copy to be printed *This part is essential in order to create the T4 slip package file
     4. Select the range of employees you wish to email the slips to under Slips to be printed.
        Image Removed 
  3. Go to the Paper tab and click the button beside File Name to set a destination and title for the T4 slip package.
  4. Click Create and confirm that you receive the ‘File successfully exported!’ Message.
  5. .
     Image Added
  6. In the Form to be printed section, select either 'Supplementary' (T4 slips for employees), 'Summary' (T4 summary for employers), or 'Audit Report' (identifies discrepancies or provides audit totals). 
     1. If you selected 'Supplementary', enter the additional parameters as required. 
        1. In the Optional item to be printed section, identify if you want to add the employer's address on each employee's T4 supplementary.
        2. In the Copy to be printed section, identify which copies you want to email - select 'Email Recipients Copy with Instructions'. 
        3. In the Slips to be printed section, select the first and last employee to email. You can select just one employee to email only one T4 supplementary. You can also click "Select All" to select all employees. 
     2. If you selected 'Summary', enter the additional parameters as required. 
        1. "Print Business Number" will include the EI group number (RP number) on the T4 Summary, if ticked. 
        2. "Print Employer Name and Address" will include the employer's name and address on the T4 Summary, if ticked. 
     3. If you selected 'Audit Report', identify the audit report that you want to email. 
        1. The Audit Totals report will identify the totals for each box on the T4. 
        2. The Audit Employees report will identify the totals for each box on the T4, per employee. 
        3. The EI Premium Discrepancy report will identify employees who have discrepancies between their EI premiums deducted and their insurable earnings.
        4. The EI Insurable and Pensionable Discrepancy report will identify employees who have insurable earnings or pensionable earnings that are different than their employment income. 
        5. The CPP/QPP Discrepancy report will identify employees who have discrepancies between their pension contributions and their pensionable earnings.
        6. The Bad Social Insurance Number report identifies employees who have an invalid social insurance number (SIN). 
  7. In the 'Paper' tab, you can identify if you want to email the T4s with margins or not. You can also identify the destination and file name of which the eDelivery file will be located and named. 
  8. Click "Create" to save the eDelivery file, or "Preview" to print-preview the report. Ensure that you receive the 'File successfully exported!' message.
     Image Added 
  9. Navigate Go to Utilities > eDelivery.
  10. Select your preferred delivery method (either Microsoft Outlook or Direct) and click "Next".
  11. Enter the "Subject" and "Body" of the outgoing email for the T4s and click "Next".Image Removed
  12. Click the downward facing arrow button within the text box under Delivery file name (will be on the far right side).
  13. Browse to the location of where you saved the file and click Open.
  14. Click Next and check the box under ‘Selected’ for the employees you wish to email.
        Image Removed 
  15. Select the file that you downloaded in step #4 earlier. Click "Next". 
  16. In the "Selected" column, tick the checkboxes for employees whom you wish to email the T4s to. You can click "Select All" at the bottom of the window to tick all employees.
       Image Added 
  17. Click "Next". Click "Send Email(s)"Click Next and then click on ‘Send Emails’.
  18. You will receive a confirmation message on the amount of emails that have been sent as well as a preview of the eDelivery.

  Watch our video (2020): 

  ...

  T4 Webinar: Video