or the T4As Report
Note: To use this report, you must have both Government Reporting and SSN or SIN Number Maintenance security authorizations. For more information, see About Payroll Security Groups.
Sage 300 Payroll prints information on T4s or T4As for the selected year as required by Canada Revenue Agency (CRA). You can print or save T4s or T4As both for filing and distribution to your employees.
Note: Sage 300 Payroll supports up to 12 "Other Information" boxes on the T4.
- Sage 300 Payroll supports "Other Information" boxes as follows:
- For the T4, up to 12 boxes.
- For the T4A, boxes for selected types of earnings. If an employee has “Other Information” earnings and deductions that are not supported, you must manually enter the amounts on the T4A after printing the form.
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If an employee must report income on both a T4 and T4A, and they have paid income tax on both types of income during the year:
- Income amounts are reported separately (T4 income is reported on the T4, T4A income is reported on the T4A).
- All income tax that the employee paid during the year is printed on the T4, and none on the T4A.
The CPP/QPP and EI Balancing report (available from the T4s report window) lists only employees that are out of balance and includes the employees' gross pay, pensionable earnings, CPP/QPP deductions and calculations, and EI earnings and deductions.
Note: Sage 300 Payroll uses Sage Payroll Tax Forms and eFiling by Aatrix services for printing and filing most government reports and forms. For more information, see About Sage Payroll Tax Forms and eFiling by Aatrix.
Before you start
To print the report
- From Government Reports, select T4s or T4As.
- Enter the payment year for which to process forms.
- If you are printing T4s, sSelect the form type on which to print T4s.
- To print both the T4 form and the data, load your printer with blank paper, and choose one of the Plain Paper options.
- To print the data on preprinted T4 forms, load your printer with the preprinted forms, and choose one of the Laser options.
Note: When printing T4As, you cannot select a form type because T4As can be printed only in the single employee, plain paper form type. This form type is useful for providing to employees or keeping for the records of your business. However, to submit T4As to CRA, you should use electronic filing instead. For more information, see Using Electronic Filing for T4s.
- Load your printer with blank paper, and choose one of the Plain Paper options. (Pre-printed T4 and T4A forms are not supported.)
Note: T4As can be printed only in the single employee, plain paper form type. This form type is useful for providing to employees or keeping for the records of your business. However, to submit T4As to CRA, you should use electronic filing instead. For more information, see Using Electronic Filing for T4s.
- Specify the employees for whom forms will be processed, in one or both of the following ways:
- In the Selection List field, specify a selection list.
- In the From Employee and To Employee fields, specify a range of employees.
- Choose to sort the forms by employee name, , employee number, or class.
Note: If you sort by class, the system prompts you for the class to print (Class 1, 2, 3, or 4) and for the sort order within that class — employee number or employee name.
- Enter the employer name.
- Optionally, select employees who are assigned a particular EI rate. For example, if you use two EI rates in your Payroll system, and you want to select only the employees who are assigned to the second rate, select the Rate 2 check box.
- To select employees who are exempt from EI premiums, select the EI Exempt box.
Note: The Rate 1 to Rate 5 check boxes and the EI Exempt check box apply to both federal EI and Quebec EI.
- To print a sample form to test printer alignment, click .
- Click .
Another window opens where you can make further edits to the form and choose whether to print or e-file the form. For further help on this step, press F1 or select Help from the main menu.
- Click .
- If you are printing a T4A for an employee who has “Other Information” earnings and deductions that are not supported, you must manually enter the amounts of these earnings and deductions on the printed T4A.
- When you are finished, click .
To print the CPP/QPP and EI Balancing report
- From Government Reports, select T4s.
- Select the check box next to Print CPP/QPP and EI Balancing Report.
- Select the and that applies.
- is the payroll period number for the year indicated.
- Choose a range of employees to review in this balancing report (in addition to or instead of a selection list).
- Choose to sort the data by employee name, , employee number, or class.
Note: If you sort by class, the system prompts you for the class to print (Class 1, 2, 3, or 4) and for the sort order within that class — employee number or employee name.
- Enter the Employer Name.
- Optionally, select employees who are assigned a particular EI rate. For example, if you use two EI rates in your payroll system, and you want to select only the employees who are assigned to the second rate, then select the Rate 2 check box.
- Click .
Important! You may be required to review and update your employees' T4 data before you can view the report. Correct any invalid employee data listed in the validation messages (for example, negative amounts for tax contributions) so you can view the report with accurate balancing issues identified.
- When you are finished, click .
Note: The balancing report displays only those employees who are out of balance for the amount indicated in the Rounding Amount field on the report. The default value for the discrepancies is $1.00 for all employees combined on a single report. You can change the rounding amount by editing the field on the CTT4BAL1 report using SAP Crystal Reports Designer.