Print Forms T4 Summary Report (Canada) screen

Use the Print Forms T4 Summary Report screen to generate a report that includes the number of T4 slips to be submitted as well as employer totals for the fields on your T4 slips. This report serves two purposes:

  • To determine the number of T4 slips that you will need for your year-end activities.

  • To gather the information you need to manually complete your T4 Summary, Summary of Remuneration Paid. Form T4 Summary serves as a cover sheet when you submit paper copies of your T4 slips to the Canada Revenue Agency (CRA).

    Note: The current version of ProContractor does not support printing the T4 Summary.
Note: If you file T4 slips electronically, you don't need to complete a T4 Summary.

Viewpoint recommends that you use the Payroll Settings screen to close the last quarter of the tax year before preparing your T4 Summary. Closing the last quarter of a tax year prevents payroll checks from being posted or voided in that year.

To open the Print Forms T4 Summary Report screen, click Employees > Quarter and Year End > Print Forms T4 Summary Report in the All Tasks pane.

You can control the output of the Print Forms T4 Summary Report by entering details in one or more of the following fields on the Options tab:
  • Select Format - If you have modified the format and layout of this report on the Modify Reports screen, click to select the version to use for this report. If you haven't modified the report, this field doesn't appear.

  • Company - Click to select one or more companies for the report. This field is required.

  • Tax Year - Click to select the tax year for the report.

Tip: You can use the Modify Reports screen to customize the format and layout of this report.
Note: The Print Forms T4 Summary Report screen is a step in the end-of-year payroll process. The next step can vary:
  • If you used this screen to determine the number of T4 slips that you will need, ordering your T4 slips is the next step.
  • If you used this screen to gather the information you need to manually complete your T4 Summary, manually completing your T4 Summary is the next step.