Edit Forms T4 Screen Field Reference

This screen reference describes the following:

General tab

Field

Description

Employer's Name

Displays the company name from the Company screen. If you want to override this value for the payroll year, enter the name of the company. This should be the same information that appears on your PD7A statement of account. Changing this information on any T4 slip will change it on all T4 slips for that year.

54 - Payroll Account Number

Displays the payroll tax ID from the Payroll Settings screen. If you want to override this value for the payroll year, enter the payroll account number. To ensure the number has the correct format for submission, append RP0001 to the end of the payer account number. Changing this number on any T4 slip will change it on all T4 slips for that year. This number appears at the top of your PD7A statement of account. Your payroll account number should not appear on the two copies of the T4 slip that you give to your employees.

12 - Social Insurance Number

Displays the employee's Social Insurance Number (SIN) from the Employee screen. If you want to override this value for the payroll year, enter the SIN. If you do not have the SIN, enter nine zeros.

28 - Exempt - The checkboxes indicate when an employee is exempt from certain deductions.

CPP/QPP

Displays whether the employee is exempt from Canada Pension Plan (CPP) and Quebec Pension Plan (QPP) deductions. This checkbox is selected if the CPP Exempt field on the Employee screen is set to Yes. If you want to override this value, select or deselect the checkbox.

You cannot select the checkbox if the employee has an amount in any of the following fields: 16 - Employee's CPP contributions, 17 - QPP contributions, or 26 - CPP/QPP pensionable earnings.

EI

Displays whether the employee is exempt from Employment Insurance (EI). This checkbox is selected if the EI Exempt field on the Employee screen is set to Yes. If you want to override this value, select or deselect the checkbox.

You cannot select the checkbox if the employee has an amount in either of the following fields: 24 - EI insurable earnings or 18 - Employee's EI premiums.

PPIP

By default, this checkbox is not selected. Select the checkbox to indicate that the employee is exempt from Provincial Parental Insurance Plan (PPIP) for the entire period of employment in the province of Quebec. Deselect the checkbox if the employee is not exempt and enter an amount in box 55 or box 56.

You can only select the checkbox on the Edit Form T4 screen if the employee does not have an amount in either of the following fields: 55 - Employee's PPIP premiums or 56 - PPIP insurable earnings.

T4 Codes Continued (unlabeled)

10 - Province of Employment

Displays the province selected in the header. If an employee worked in more than one province during the year, a separate T4 slip is created for each province in which the employee worked.

29 - Employment Code

By default, this field is blank. If you want to override this values, click to select the employment code for the employee.

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  • 11 - Placement or employment agency workers

  • 12 - Taxi drivers or drivers of other passenger-carrying vehicles

  • 13 - Barbers or hairdressers

  • 14 - Withdrawal from a prescribed salary deferral arrangement plan

  • 15 - Seasonal Agricultural Workers Program

  • 16 - Detached employee - Social Security agreement. When CPP is paid by the employer on behalf of the detached employee under employment code 16, leave box 14 blank if no other type of income is reported. Enter the appropriate amounts in boxes 16 and 26 - CPP/QPP Pensionable Earnings fields. Enter 0 in boxes 18 and 24 and do not select the EI exempt checkbox.

  • 17 - Fishers - Self employed

    Note: If you select code 11, 12, 13, or 17, box 14 - Employment Income must be blank.

Employee's Name and Address - The information in this area is from the Employee screen. You can override this data for the payroll year. If you want to make the changes permanent, you must make the changes on the Employee screen.

Last Name

Displays the employee's last name. If you want to override this value for the payroll year, enter a new last name.

First Name

Displays the employee's first name. If you want to override this value for the payroll year, enter a new first name.

Initial

Displays the employee's initial. If you want to override this value for the payroll year, enter a new initial.

Street 1

Displays the first line of the employee's street address. If you want to override this value for the payroll year, enter a new street address.

Street 2

Displays the second line of the employee's street address. If you want to override this value for the payroll year, enter a new street address.

City

Displays the city for the employee's address. If you want to override this value for the payroll year, enter a new city.

Province

Displays the province for the employee's address. If you want to override this value for the payroll year, click to select a new province.

Postal Code

Displays the postal code for the employee's address. If you want to override this value for the payroll year, enter a new postal code.

Country

Displays the country for the employee's address. If you want to override this value for the payroll year, click to select a new country.

T4 Codes Continued (unlabeled) - All information displayed is for the selected province.

14 - Employment Income

Displays the employment income for the employee for the payroll year. If you want to override this amount, enter a new amount.

The amount in box 14 should match the YTD FIT Taxable Wages amount on the Federal Earnings and Tax Report screen, when you run the report for all quarters.

This amount is calculated as:

Gross Wages - (All deductions with Reduce Wages for FIT set to Yes) + (All fringe benefits with Increase Wages for FIT set to Yes)

22 - Income Tax Deducted

Displays the sum of federal, provincial, and territorial income taxes deducted for the employee for the payroll year. If you want to override this amount, enter a new amount.

The amount in box 22 should match the sum of the following:

16 - Employee's CPP Contribution

Displays the employee's CPP contribution for the payroll year. If you want to override this amount, enter a new amount.

The sum of amounts in boxes 16 and 17 should match the YTD Pension Plan Employee Tax amount on the Federal Earnings and Tax Report screen, when you run the report for all quarters.

24 - EI Insurable Earnings

Displays the employee's EI insurable earnings for the payroll year. If you want to override this amount for the payroll year, enter a new amount.

This amount should match the YTD Employee Taxable Wages amount on the Federal Unemployment Tax Report screen, when you run the report for all quarters. This amount should not be greater than the maximum insurable earnings for the year.

17 - Employee's QPP Contribution

Displays the employee's QPP contribution for the payroll year. If you want to override this amount, enter a new amount.

The sum of amounts in boxes 16 and 17 should match the YTD Pension Plan Employee Tax amount on the Federal Earnings and Tax Report screen, when you run the report for all quarters.

26 - CPP/QPP Pensionable Earnings

Displays the CPP/QPP pensionable earnings for the employee for the payroll year. If you want to override this amount, enter a new amount.

The amount in box 26 should match the YTD Pension Employee Taxable Wages amount on the Federal Earnings and Tax Report screen, when you run the report for all quarters. This amount should not be greater than the maximum pensionable earnings for the year.

18 - Employee's EI Premiums

Displays the EI premiums deducted from the employee's earnings for the payroll year. If you want to override this amount for the payroll year, enter a new amount.

This amount should match the YTD Employee Tax amount on the Federal Unemployment Tax Report screen, when you run the report for all quarters. This amount should not be greater than the premium amount for the maximum insurable earnings for the year.

44 - Union Dues

Displays the total amount of all deductions and fringe benefits in the payroll year where the following conditions are true:

  • The Print on T4 field is set to Yes.

  • The T4 Box Number field is set to 44 - Union Dues.

If you want to override this amount, click and enter a new amount in the Box 44-20-46-52 popup window. You can only adjust this amount if there is at least one deduction or fringe benefit with the T4 Box Number field set to 44 - Union Dues.

The amount in box 44 should match the sum of all deductions and fringes with the T4 Box Number field set to Box 44 - Union Dues on the Employee Withholding Report screen and the Employee Fringes Report screen, when you run the report for the payroll year.

Tip: Click to view the deductions and fringes currently set for box 44.

20 - RPP Contributions

Displays the total amount of all deductions and fringe benefits in the payroll year where the following conditions are true:

  • The Print on T4 field is set to Yes.

  • The T4 Box Number field is set to 20 - RPP Contributions.

If you want to override this amount, click and enter a new amount in the Box 44-20-46-52 popup window. You can only adjust this amount if there is at least one deduction or fringe benefit with the T4 Box Number field set to 20 - RPP Contributions.

The amount in box 20 should match the sum of all deductions and fringes with the T4 Box Number field set to Box 20 - RPP Contributions on the Employee Withholding Report screen and the Employee Fringes Report screen, when you run the report for the payroll year.

Tip: Click to view the deductions and fringes currently set for box 20.

46 - Charitable Donations

Displays the total amount of all deductions and fringe benefits in the payroll year where the following conditions are true:

  • The Print on T4 field is set to Yes.

  • The T4 Box Number field is set to 46 - Charitable Donations.

If you want to override this amount, click and enter a new amount in the Box 44-20-46-52 popup window. You can only adjust this amount if there is at least one deduction or fringe benefit with the T4 Box Number field set to 46 - Charitable Donations.

The amount in box 46 should match the sum of all deductions and fringes with the T4 Box Number field set to Box 46 - Charitable Donations on the Employee Withholding Report screen and the Employee Fringes Report screen, when you run the report for the payroll year.

Tip: Click to view the deductions and fringes currently set for box 46.

52 - Pension Adjustment

Displays the total amount of all deductions and fringe benefits in the payroll year where the following conditions are true:

  • The Print on T4 field is set to Yes.

  • The T4 Box Number field is set to 52 - Pension Adjustment.

If you want to override this amount, click and enter a new amount in the Box 44-20-46-52 popup window. You can only adjust this amount if there is at least one deduction or fringe benefit with the T4 Box Number field set to 52 - Pension Adjustment.

The amount in box 52 should match the sum of all deductions and fringes with the T4 Box Number field set to Box 52 - Pension Adjustment on the Employee Withholding Report screen and the Employee Fringes Report screen, when you run the report for the payroll year.

Tip: Click to view the deductions and fringes currently set for box 52.

50 - RPP or DPSP Registration Number

If there is an amount in box 20 - RPP Contributions or box 52 - Pension Adjustment, displays the first RPP or DPSP registration number found on a Deductions screen or Fringe Benefits screen for box 20 or box 52. If you want to override this value, enter a new value. This field should only contain numeric characters.

55 - Employee's PPIP Premiums

By default, this field is blank. If needed, enter the PPIP (provincial parental insurance plan) premiums deducted from the employee's earnings in Quebec for the payroll year.

If the PPIP exempt checkbox is selected, this field must be blank. If the employee did not work in Quebec, this field should be blank.

56 - PPIP Insurable Earnings

By default, this field is blank. If needed, enter the total amount used to calculate the employee's PPIP premiums for earnings in Quebec for the payroll year.

If the employee did not work in Quebec, this field should be blank if any of the following are true:

  • The employee did not work in Quebec.

  • The PPIP exempt checkbox is selected.

  • The employee did not have insurable earnings.

  • The employee's insurable earnings are the same as the employment income in box 14.

  • The employee's insurable earnings are over the maximum for the year.

Information Only

14 - Employment Income (Paid)

Displays the employment income paid to the employee for the payroll year. This amount may be different from the 14 - Employment Income field above if one or more Deductions screen or Fringe Benefits screen are set to reduce or increase wages for T4 box 14. This field is not printed on T4 slips. It is informational only and allows you to verify that the deductions and fringe benefits were accounted for in the 14 - Employment Income field above as expected.

Other Information tab

The Other information area at the bottom of the T4 slip has boxes for codes and amounts that relate to employment commissions, taxable allowances and benefits, deductible amounts, fishers' income. and other entries.

Field

Description

Box Number & Description grid - Each row in the grid is a T4 box number that prints in the Other information area of the T4 slip. Click to the right of the row to display the Type sub-grid.

Box Number & Description

Displays the T4 slip box number and description.

Amount

Displays the total of all deductions and fringe benefits associated with the T4 slip box.

Type sub-grid - Each row in the grid is a deduction or fringe benefit associated with the selected T4 slip box on the T4 and Tax Control tab of the Deductions screen or the Fringe Benefits screen. Update the values in the Amount field as needed and click OK.

Type

Displays whether the row contains a deduction or a fringe benefit.

Deduction

If the row contains a deduction, displays the code of the deduction.

Deduction Name

If the row contains a deduction, displays the name of the deduction.

Fringe Benefit

If the row contains a fringe benefit, displays the code of the fringe benefit.

Fringe Benefit Name

If the row contains a fringe benefit, displays the name of the fringe benefit.

Amount

Displays the total amount of the deduction or fringe benefit recorded for the employee in the payroll year. If you want to override this amount, enter a new amount.

Export Information tab

Use this tab to enter header information used when exporting T4 slip information to an XML file on the Export Forms T4 (Canada) screen. The export information is company specific. When you update the information on this tab, it is updated for all employees within the company.

Field

Description

Transmitter Number

By default, displays MM555555. Enter the transmitter number assigned by the CRA. If you are only filing one return, use the default value.

Contact Info

Contact Name

Enter the name of the contact at the company who can answer questions about the T4 slips.

Area Code/Phone/Extension

Enter the area code, phone number, and extension for the contact.

E-mail

Enter the e-mail address for the contact. This field is required.

Proprietor SIN Information (unlabeled)

Proprietor #1 SIN

If the employer is a Canadian-controlled private corporation or unincorporated, enter the SIN of the proprietor #1 or principal owner.

Proprietor #2 SIN

If the employer is a Canadian-controlled private corporation or unincorporated, enter the SIN of the proprietor #2 or second principal owner.

Box 44-20-46-52 popup window

The Box 44-20-46-52 popup window displays when you click next to boxes 44, 22, 46, and 52. Each row in the grid is a deduction or fringe benefit associated with the selected T4 slip box on the T4 and Tax Control tab of the Deductions screen or the Fringe Benefits screen. Update the values in the Amount field as needed and click OK.

Field

Description

Type

Displays whether the row contains a deduction or a fringe benefit.

Deduction

If the row contains a deduction, displays the code of the deduction.

Deduction Name

If the row contains a deduction, displays the name of the deduction.

Fringe Benefit

If the row contains a fringe benefit, displays the code of the fringe benefit.

Fringe Benefit Name

If the row contains a fringe benefit, displays the name of the fringe benefit.

Amount

Displays the total amount of the deduction or fringe benefit recorded for the employee in the payroll year. If you want to override this amount, enter a new amount.