Note: This guide is only for Canadian customers. If you are a US customer looking to assign tax form boxes, please go to this article instead.
Description
You need to assign tax form boxes to your payroll categories (ROEs, T4s, T4As, RL-1s).
Pre-Requisites
- You've already set up the payroll categories under Payroll > Payroll Setup > Payroll Categories.
- You know what boxes need to be assigned for each payroll category.
Solution
- Navigate to Payroll > Payroll Setup > Assign Tax Form Boxes.
- Look for the payroll category you need to assign a tax form box to.
- Click the three (3) dots to select the payroll category.
- Look for the tax form and box that you need to assign this payroll category to.
- Using the toggle, activate it (toggle it on) for the appropriate tax form and box.
Note: You can only assign one box from a form to a payroll category. Please confirm with your CPA or accountant of which box it should belong to. - Click the save button to save your changes.