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Generate T4/T4A

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Overview

The Avionté application tracks and organizes employee data used to generate T4 and T4A reports for submission to the Canada Revenue Agency (CRA). Avionté renders T4/T4A data into summary reports for employer use, individual reports to be distributed to each employee, and into XML (formatted into a .csv file) that can be submitted directly to the CRA.

 

Form Definitions

 

Form Description
T4

Officially known as a T4 Statement of Remuneration Paid slip, the T4 is a document prepared and issued by an employer to tell an employee and the CRA how much employment income the employee was paid during a tax year and the amount of income tax that was deducted.

 

A T4 is the Canadian equivalent of the American W-2 form which reports income from a recognized employer.

The CRA is equivalent to the American IRS.

T4A

Officially known as a T4A: Pension, retirement, annuity and other income, the T4A can report income from many different sources including self-employed commissions and RESP educational assistance payments. Examples of income that would generate a T4A include pensions, retiring allowance, annuities or other income such as life insurance benefits. Generally, a T4A is only received from the payer of these income sources if the total of the payments was more than $500 in the year or if income tax was deducted from the payments.

 

A T4A is similar to an American 1099 form which reports income from sources other than a recognized employer. 

 

 

 

 

Application Field Definitions

GenerateWindow.PNG

 

 

General

Field Definition
Supplier The name of the staffing company employing the employee.
Year The year for which this data is being generated. Data may be generated for only one year at a time. 

 

 

Company Summary

Field Definition
Registration Numbers for RPP or DPSP (071, 072, 073)

The registration numbers for the staffing agency's Registered Pension Plan (RPP) or the agency's Deferred Profit Sharing Plan (DPSP). 

SIN of the proprietors or principal owner(s) (074, 075) The Social Insurance Number of the staffing agency's proprietors or principal owners.

 

 

Contact Information

Field Definition
Person to contact about this return (076)

The name of a staffing agency contact that may be reached for questions about T4A data.

Email The contact person's email.
Phone Number (078)

The contact person's phone number.

Extension If applicable, the contact person's phone extension number.

 

 

Minus: Remittances

Field Definition
082

The dollar amount an employee already paid under the employee's payroll program account number.

The “Minus Remittances” field in the Generate T4/T4A window ONLY applies to T4A; T4 remittances must be adjusted in Admin Tools > Supplier Properties. 

 

 

File Info

Field Definition
XML Destination Folder

When data is generated into XML, the XML is saved in a chosen format, typically into a form document such as Microsoft Notepad. When generated, the document is automatically saved to the designated PC location noted in this field. 

XMLDestination.png

 

 

T4/T4A Data

Field Definition
View/Edit T4 Mapped Transactions

This button is a placeholder for future functionality. 

To view or edit T4 transaction mappings, navigate to Start Page > Actions Menu > Admin Tools > Transaction Type

View/Edit T4A Mapped Transactions

A button that enables an Avionte user to view which transactions are mapped to which box(es) in the T4 so data correspondence can be verified.

Generate T4 Data

A button that generates T4 data existing at that moment for the selected supplier and year. The generated data may then be rendered into an Avionté T4 report (see Run T4 Report below).

Generate T4A Data

Similar to the Generate T4 Data button, this button generates T4A data existing at that moment for the selected supplier and year. The generated data may then be rendered into an Avionté T4A report (see Run T4A Report below).

Generate T4 XML

A button that generates T4 data existing at that moment for the selected supplier and year. The data is rendered into an XML document and saved to the designated XML Destination Folder noted above. The XML form can then be uploaded to the Canada Revenue Agency. 

xml.PNG

Generate T4A XML Similar to the Generate T4 XML button, this button generates T4 data existing at that moment for the selected supplier and year. The data is rendered into an XML document and saved to the designated XML Destination Folder noted above. The XML form can then be uploaded to the Canada Revenue Agency. 
Run T4 Report

A button that renders generated T4 data into an Avionté report format. Each page in the report is separated by individual employee. The report reflects the format of the Canadian T4 report and can be distributed to employees.

T4A_report.png

Run T4A Report Similar to the Run T4 Report button, this button renders generated T4A data into an Avionté report format. Each page in the report is separated by individual employee. The report reflects the format of the Canadian T4A report and can be distributed to employees.
Run T4 Company Summary

A button that renders generated T4 data into an Avionté report format. The report is a summary that includes cumulative data for all employees in the staffing agency. The report reflects the format of the Canadian T4 report and provides an overall view of an agency's T4 data. The report can be submitted to the CRA.

T4_Summary.png

Run T4A Company Summary Similar to the Run T4 Company Summary button, this button renders generated T4 data into an Avionté report format. The report is a summary that includes cumulative data for all employees in the staffing agency. The report reflects the format of the Canadian T4 report and provides an overall view of an agency's T4 data. The report can be submitted to the CRA.

 

 

 

Setup

Before generating data and reports, Supplier Property values such as registration numbers or contact names displayed in the Generate T4/T4A window can be edited in two ways: Avionté Admin Tools or the Generate T4/T4A window itself. Avionte Admin Tools and the Generate T4/T4A window communicate back and forth, so a change in one area will be saved to the other. 

 

 

Setup - Admin Tools 

The values, or 'properties', in the T4/T4A Generator are auto-populated based on the Supplier Properties installed in Admin Tools. These values are typically installed when a supplier is created in the application, but can be edited at any time by a user with Admin rights. 


  1. Navigate to Start Page > Actions Menu > Admin Tools > Category = Employer > Employer > Detail tab.
    T4_Supplier_Properties.png

  2. Enter "T4" into the Property column's cell above the property. This filters the list to only show supplier properties with "T4" in the title.

  3. Mouse-over a cell in the Value column to reveal an Edit button.
    CharlieCell.png

  4. Press the Edit button. A Value editor displays.
    ValueWindow.png

  5. Click on the text to edit. 
    ValueWindowSam.png

  6. Click OK to save any change. 

  7. The edit has now been made in the Value column's cell. Click Save to save the supplier property. 
    Save.png

  8. A confirmation window displays. Click OK.
    SaveOK.png

    The updated value has also been saved to the Generate T4/T4A window's corresponding field.
    T4Sam.png

 

 

 

Setup - Generate T4/T4A Window 

Alternative to managing T4/T4A values in Admin Tools > Supplier Properties, these values can be edited directly in the Generate T4/T4A window fields then saved by clicking the Save Company and Contact Info button. Saving the values here also saves the values in Admin Tools > Supplier Properties. 

 

  1. Navigate to Main Menu > Back Office > Weekly Process > Actions Menu > Generate T4/T4A 
    GenerateNav.png

  2. The Generate T4/T4A window displays. Click into any field to edit the properties. 

  3. Click Save Company and Contact Info to save edited data. 
    T4_Save_Company_and_Contact_Info2.png

  4. A Save confirmation window displays. The updated value (or values), has also been saved to Supplier Properties in Admin Tools. Click OK.
    T4_Save_Company_and_Contact_Info_OK.png

 

 

Generate Data and Reports

Following setup, data can be generated from the Generate T4/T4A window.

GenerateWindowZoom.png

 

Generate T4 Data

Press the Generate T4 Data button to generate all available T4 data available at that moment.

  • The data can now be rendered into a T4 report for each individual employee by pressing the Run T4 Report button. The report can be saved and printed with each individual employee page printed separately.
  • The data can now be rendered into a T4 Company Summary by pressing the Run T4 Company Summary button. The report can be saved and printed into a one-page summary.

 

Generate T4 XML

Press the Generate T4 XML button to generate all available T4 data available at that moment into XML format. The XML can be saved and submitted to the CRA website. 

 

Generate T4A Data

Press the Generate T4A Data button to generate all available T4A data available at that moment.

  • The data can now be rendered into a T4A report for each individual employee by pressing the Run T4A Report button. The report can be saved and printed with each individual employee page printed separately.
  • The data can now be rendered into a T4A Company Summary by pressing the Run T4A Company Summary button. The report can be saved and printed into a one-page summary.

 

Generate T4 XML

Press the Generate T4A XML button to generate all available T4A data available at that moment into XML format. The XML can be saved and submitted to the CRA website. 

 


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