T4/T4A Setup for Dental Benefits & Employee Extra for Dental Eligibility Code

How to configure the Dental Eligibility Code for Canadian Employees

There are three configuration Options that a user can manually configure to set Dental eligibility Codes:

• Supplier Configuration
• Branch Configuration
• Employee Configuration
  
  

1. Supplier Configuration - Admin Tools > Employer > Detail > Supplier Properties which filters down to all associated Branches/Employees.

• The user needs to manually configure the Property identifying the {Form Type}DentalBenefitCode{Year}, and the Employer Dental eligibility code of 1, 2, 3, 4 or 5 under the Value. 

2. Branch Configuration - Admin Tools > Employer > Branch > Branch Properties which will override the supplier level setting, which filters down to associated Employees.

• The user needs to manually configure the Property identifying the {Form Type}DentalBenefitCode{Year}, and the Employer Dental eligibility code of 1, 2, 3, 4 or 5 under the Value. 

3. Employee Configuration - Employee > Extra which will override the Branch setting.

• The user is required to create a new Config Choice
  • User needs to manually configure the Admin Tools > Config Choice > Employee Extra Choice code where System Name is {AccountNumber}{FormType}DentalBenefitCode{Year}. 
    
    Example: 
  • 123123123RP1234T4DentalBenefitCode2023
  • 123123123RP1234T4ADentalBenefitCode2023

• The user can opt to create a Mask Type to ensure only a singular numeric digit is used by creating a Mask Type under Admin Tools > Config Edit Mask Type and on the Config Choice using ValueType=Mask and ConfigEditMastTypeID=to the applicable Mask Type ID.
  
  

Config Edit Mask Type ID = 77 | OneDigitInt | n | n | One Digit Integer

Value Type = MASK; ConfigEditMaskTypeID = 77

2. Create an Employee Extra value for each supplier the Canadian Employee has had a              2023 payment check under with the appropriate singular numeric Dental eligibility code      of 1, 2, 3, 4 or 5.

1. When processing Yearend tax forms, the user will be notified if there are missing Dental eligibility codes during Weekly Process > Actions > Generate T4/T4A > Generate T4 Data with an Error of: "T4 Employer-Offered Dental Benefit Code missing or invalid"
   
   
   
   
2. When creating the T4/T4A XML under Weekly Process > Actions > Generate T4/T4A > Generate T4 XML the following tags will be included: 
1. T4 <empr_dntl_ben_rpt_cd ></empr_dntl_ben_rpt_cd>
2. T4A <payr_dntl_ben_rpt_cd></payr_dntl_ben_rpt_cd>
   
   
3. When executing Weekly Process > Actions > Generate T4/T4A > Run T4 Report the Dental Eligibility code configured for:
1. T4's will flow to T4 Box 45
2. T4A's will flow to T4A Box 15