Pay category - Form assignments

Where to make the form assignment:

Setup > Payroll setting s> payroll categories > Double click 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

Example of Deduction pay category

Example of Tax pay category

Example of Payroll tax  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/

For additional clarification on form assignment reporting contact your Payroll administrator.