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 XML (formatted into a .csv file) that can be submitted directly to the CRA.
CHAPTERS
Form Definitions
User Permissions to view Generate T4/T4A via Weekly Process
Application Field Definitions
General
Company Summary
Contact Information
Minus: Remittances
File Info
T4/T4A Data
Setup
Setup - Admin Tools
Setup - Generate T4/T4A Window
Generate Data and Reports
Form Definitions
| Form | Description |
| T4 |
A T4 slip, or Statement of Remuneration Paid, is a document that summarizes all of the money paid by an employer to an employee during a calendar year. |
| T4A |
The T4A is also known as a Statement of Pension, Retirement, Annuity, and Other Income. It’s more of a catch-all slip that includes amounts or income categories that don’t appear on other slips. |
User Permissions to view Generate T4/T4A via Weekly Process
Admin Tools > Config Option > Config Option by Property > Select Type = User > "username" > Config Option Type = "wkl_GenerateT4"
Application Field Definitions
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. |
| 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. |
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. |
| 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. |
| 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. |
| 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. |
| Email T4 Employees | Mass Email T4 Notification to Employees |
| Email T4A Employees | Mass Email T4A Notification to Employees |
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.
- Navigate to Start Page > Actions Menu > Admin Tools > Category = Employer > Employer > Detail tab.
- 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.
- Mouse-over a cell in the Value column to reveal an Edit button.
- Press the Edit button. A Value editor displays.
- Click on the text to edit.
- Click OK to save any change.
- The edit has now been made in the Value column's cell. Click Save to save the supplier property.
- A confirmation window displays. Click OK.
The updated value has also been saved to the Generate T4/T4A window's corresponding field.
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.
- Navigate to Main Menu > Back Office > Weekly Process > Actions Menu > Generate T4/T4A
- The Generate T4/T4A window displays. Click into any field to edit the properties.
- Click Save Company and Contact Info to save edited data.
- A Save confirmation window displays. The updated value (or values), has also been saved to Supplier Properties in Admin Tools. Click OK.
Generate Data and Reports
Following setup, data can be generated from the Generate T4/T4A window.
Generate T4 Data
Press the Generate T4 Data button to generate all available T4 data available at that moment. A confirmation dialog appears:
- The data can now be rendered into a T4 report for each individual employee by clicking 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 clicking 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.
Note: A file path is needed before generating, to which you can save the XML. If you do not enter a file path, the following message will show:
Enter the file path in the File Info / XML Destination Folder field:
Generate T4A Data
Press the Generate T4A Data button to generate all available T4A data available at that moment. A confirmation dialog appears.
- 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 T4A 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.
Note: A file path is needed before generating, to which you can save the XML. If you do not enter a file path, the following message will show:
Errors
If you encounter errors during this process, error dialogs will appear. For example:
A summary of errors encountered can be found by clicking the Errors tab, on the right-hand side.
T4/T4A Setup and Generation Errors and their resolutions
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