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Page References

Incoming links Outgoing links
CDN T 4 PROCESS
CDN T4 PROCESS

Version management

Difference between version and

At line 4 changed one line
This process allows organizations to report to the Canadian government, from the employees' YTD information, according to the government defined requirements and to generate the Magnetic Media files for this reporting.
This process allows you to report to the Canadian government from the employees' YTD information according to the government specified requirements and to generate the Magnetic Media files for this reporting.
At line 6 changed 4 lines
!!T4
Employers’ Guide – Filing the T4 Slip and Summary \\
[https://www.canada.ca/en/revenue-agency/services/forms-publications/publications/rc4120.html]
\\ \\
!!Current Year End Changes
At line 9 added one line
[Employer's Guide - Filing T4 Slip and Summary 2016 (RC4120)|http://www.cra-arc.gc.ca/E/pub/tg/rc4120/rc4120-16e.pdf website.]
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For the current year reporting, the T4 Form Layout is used and can be found at: \\
[https://www.canada.ca/en/revenue-agency/services/forms-publications/forms/t4.html]\\
[https://www.canada.ca/en/revenue-agency/services/forms-publications/publications/rc4120/employers-guide-filing-t4-slip-summary.html]
\\ \\
!T4 Government XML File
The current year Government XML File layout is used.\\
[https://www.canada.ca/en/revenue-agency/services/e-services/filing-information-returns-electronically-t4-t5-other-types-returns-overview/filing-information-returns-electronically-t4-t5-other-types-returns-what-you-should-know-before.html#xmlspcs]
For 2016-2017 reporting, the T4(14) form layout is used. The positioning of each box has not been changed from last year's T4(14) form layout.
At line 20 changed 3 lines
Please download CRA XML Schema from: \\
[https://www.canada.ca/en/revenue-agency/services/e-services/filing-information-returns-electronically-t4-t5-other-types-returns-overview/filing-information-returns-electronically-t4-t5-other-types-returns-file.html#stp2]
\\
%%warning For Oracle reports, you must run all Government Form Print programs (i.e. RPT4, RPT4A, RPT4ANR, RPNR4, RPRL1, RPRL2) and send the report to PDF file instead of to the Previewer. All Form Print programs are aligned with the government forms in PDF format and allow you to adjust the parameters for 'Top Margin' and the 'Between Form Space' when generating the PDF file. Once the PDF file is generated, you do not need to adjust the page setup when printing.%%
At line 24 changed 14 lines
The IDIF form is configured for the Current Year xml schema format.
\\ \\
__UPPHT Function__\\
The UPPHT Pay History Totals Interface - Canada T4 Footnotes Processing has
been created to support the COVID-19 Code 57, 58, 59, 60 reporting.
\\ \\
__IDFDV Form__\\
IDFD and IDFDV new form definition HL$CAN-T4-YYYY
\\ \\
!!T4A
Employers’ Guide – Filing the T4A Slip and Summary \\
[https://www.canada.ca/en/revenue-agency/services/forms-publications/forms/t4a.html]
\\ \\
!T4A Form
!T4 Government XML File
At line 39 changed 2 lines
For the current year reporting, the T4A Form Layout is used. \\
[https://www.canada.ca/en/revenue-agency/services/forms-publications/forms/t4a.html]
*The 2016 T4 Government XML File layout has no change for this reporting year except some clarification of existing descriptions.
At line 42 removed 2 lines
!T4A Government XML File
There are no changes for the 2020 T4A Government XML File layout \\
At line 45 changed 2 lines
Please download CRA XML Schema from: \\
[https://www.canada.ca/en/revenue-agency/services/e-services/filing-information-returns-electronically-t4-t5-other-types-returns-overview/filing-information-returns-electronically-t4-t5-other-types-returns-file.html#stp2]
*[IDIF] screen has implemented the 2016 xml schema format.
At line 48 removed 5 lines
\\ \\
The IDIF form is configured for the Current Year xml schema format.
__IDFDV Form__\\IDFD and IDFDV new form definition HL$CAN-T4A-YYYY
At line 24 added 2 lines
!Government Reporting – Sequence
At line 55 changed 12 lines
\\
__IPPC__\\
* Set up new Pay Components with PC Usages 5700, 5701, 5702, 5703, 5704, 5705 to be used for T4 Codes 57, 58, 59 and 60 reporting (new for 2020 reporting)\\
\\
__UPPHT__\\
* Produce the Pay History for the new Pay Components in IPVT
* Creates a csv file for reconciliation and balancing of the new Pay Component amounts
* Generates IDCL records for CAN_T4_2020, CAN_T4_2020_SUMMARY and CAN_T4_2020_YEARLY
\\
__RPREGT__\\
* Produce YTD Register
* For the 'Provide Totals By' parameter, select 'Fed Regist Number' \\ \\
#RPREGT - Produce YTD Register
#* for the ‘Provide Totals By’ parameter, please select ‘Fed Regist Number’
#* IDFD - Set up Form Code and Government File Definition
#* This form defines the default values for users to enter on the IDFDV form
#* The information on this form is provided by High Line using a script. Users only need to execute the script to load the most current information
#* IDFDV - Users must set up the Form and File Definition with user information
#* RDFD - Print the Form and File Definition from the IDFD and IDFDV forms
#* IDIF - High Line supplied government Magnetic Media file layout
#* The information on this form is provided by High Line using a script. Users only need to execute the script to load the most current information
#* RDIF - Print the government Magnetic Media file layout from IDIF form
#* RPYEC - means ‘Report Payroll Year End Canada’
#* Extracts information from YTD according to FORM CODE from IDFDV
#* Produces the Summary Total Report by government registration or by employee detail
#* Users must verify the Summary Total balances to the YTD Register report
#* Check the exception messages from the Summary Report and correct any exceptions
#* Stores results by GVT Run Number for each employee in Government Reporting tables in the database
# IPGR - Form inquiry by GVT Run Number after the RPYEC process is run
# IPGH - Form inquiry by GVT Header inquiry after the RPYEC process is run for an employee
#* Users can change the Print Stage to request a ‘Duplicate Copy’ or ‘Amended Copy’
#* RPGRC - means ‘Report Payroll Government Reporting Canada’
#* Reads the Government Reporting table information generated by the RPYEC process
#* Produces the Summary Total Report by government registration, or by detail employee for the defined FORM CODE from IDFDV
#* Produces the government Magnetic Media File to be submitted to the government
#* Users must verify the Summary Total balances to the RPYEC/RPREGT reports
#* Check the exception messages from the Summary Report and correct exceptions
#* Generates the High Line XML file to feed into the Form print program RPT4, RPT4A, RPRL1 etc to print T4, T4A or Releve Forms by employee
# Form Print - RPT4/RPT4A/RPRL1 etc. to print government forms for the employee
#* Reads the XML file generated from the RPGRC process to print on Government Forms
#* Prints the Employee Copy or Employer Copy on Government Forms
#* Generates grand totals for the RMEX report to balance to the RPGRC grand totals
# RMEX - Reads the Execution Run Log from the Form Print program RPT4/RPT4A/RPRL1
#* Prints grand totals to balance to the RPGRC grand totals
# UPGRUNDO - Users can undo by GVT Run number by employee
#* To undo erroneous GVT Runs due to set up issues or to remove archived GVT info
At line 68 removed 4 lines
__IDFD__
* Set up the Form Code and Government File Definitions
* This form defines the default values for users to enter on the IDFDV form
* The information on this form is provided by High Line with the Year End software \\ \\
At line 73 removed 54 lines
__IDFDV__
* Set up the Form and File Definition with your user information \\ \\
__RDFD__
* Print the Form and File Definition from the IDFD and IDFDV forms \\ \\
__IDIF__
* High Line supplied government Magnetic Media file layout
* The information on this form is provided by High Line using a script.
* Users only need to execute the script to load the most current information. \\ \\
__RDIF__
* Print the government Magnetic Media file layout from the [IDIF] form \\ \\
__RPYEC__
* Stands for 'Report Payroll Year End Canada'
* Extracts information from the YTD information according to the Form Code on IDFDV
* Produces the Summary Total Report by government registration or by employee detail
* When RPYEC is run, the 'Process Remittance' field should be set to Yes
* Users must verify the Summary Total balances to the YTD Register report
* Check the exception messages from the Summary Report and correct any exceptions
* Stores results by GVT Run Number for each employee in the Government Reporting tables \\ \\
__IPGR__
* View data by GVT Run Number after the RPYEC process is run \\ \\
__IPGH__
* View data by GVT Header after the RPYEC process is run for an employee
* Users can change the Print Stage to request a 'Duplicate' or 'Amended Copy' \\ \\
__RPGRC__
* Stands for 'Report Payroll Government Reporting Canada'
* Reads the Government Reporting table information generated by the RPYEC process
* Produces the Summary Total Report by government registration, or by detail employee, for the defined Form Code on IDFDV
* Produces the government Magnetic Media File to be submitted to the government
* Users must verify the Summary Total balances to the RPYEC/RPREGT reports
* Check the exception messages from the Summary Report and correct any exceptions
* Generates the High Line XML file to feed into the Form Print Programs RPT4W, RPT4A, RPT4AW, RPRL1W etc. to print the T4, T4A and Releve Forms by employee
__Form Print__
* RPT4W, RPT4AW, RPT4AW, RPRL1W, etc. to print government forms for the employee
* Reads the XML file generated from the RPGRC process to print on Government Forms
* Prints the Employee or Employer Copy on the Government forms
* Generates grand totals for the RMEX report to balance to the RPGRC grand totals\\ \\
__RMEX__
* Reads the Execution Run Log from the Form Print programs RPT4W, RPT4AW, RPRL1W etc.
* Prints grand totals to balance to the RPGRC grand totals\\ \\
__UPGRUNDO__
* Users can undo by GVT Run number by employee
* To undo an erroneous GVT Run due to set up issues or to remove archived GVT information
At line 128 removed 3 lines
!IDFD - Form Code HL$CAN-T4-YYYY
(YYYY is the current reporting year) \\ \\
The IDFD form provides on-line help and updates to the definition of T4s. This form defines the default values for users to enter on the IDFDV form. \\
At line 132 changed one line
High Line provides seed data scripts to our customers with the Year End software release to load in the IDFD Form Code SEED_IDFD_HL$CAN_T4_YYYY.sql.
!IDFD - Form Code HL$CAN-T4-YYYY (where YYYY is the current reporting year)
At line 134 removed 2 lines
* It is not necessary to maintain this form, unless instructed to do so by High Line.
* This seed data script is re-runnable. It will not erase the IDFDV set up of the same Form Code.
At line 68 added one line
* Seed data scripts are delivered to clients with the year end software release used to load in the IDFD form code definition SEED_IDFD_HL$CAN_T4_YYYY.sql.
At line 138 changed 6 lines
!IDFDV - Copy Last Year's Definition to Current Year
After the HL$CAN-T4-YYYY information has been loaded, users can copy the 'IDFDV Variable' definition from last year to the current year by using the "Copy" button on the IDFDV form as follows:
# Select last year's Form Code
# Press the "Copy Form Definition" button
# The Copying dialog box is displayed. Enter the current year Form Code
# Set the "Copy Definition with Variables" toggle to ON. This will copy the variables set up from the previous year to the current year for the same Field Identifier name. \\ \\
* When loading the year end software, the [IDFD] definition will be automatically be loaded. Users are not allowed to change the IDFD definitions.
At line 145 changed 2 lines
!T4 Form Definition Variables
The Variable Definition (IDFDV) form is used to enter the variable data needed to complete the printing of T4's, for both the printed T4s and the Magnetic Media files. On this form, users define where, in their particular set up, each required field of data will be retrieved from. \\ \\
* After IDFD is loaded, users must set up the company information for this form definition on the [IDFDV] screen.
At line 148 changed one line
Example: Users can reference pay components, elements, database items, etc. For more information regarding the possible sources, refer the Field Descriptions table below. \\
* Users can copy the IDFDV Variable definition from the last year to the current year. Please read [PR_CAN_Govt_Reporting_2017_eP.doc] section ['Copy Last Year's Definition to Current Year']
At line 150 changed one line
Users should only work with the 'Field Source' and 'Field Variable' columns. The Derivation Expression field can be used by __advanced__ users or under the guidance of a High Line consultant. \\
* This seed data script is a re-runable script, it will not erase the IDFDV set up of the same Form Code
At line 152 changed one line
Please refer to Revenue Canada for a clearer and more in depth description of the appropriate method to complete your forms. Users should read the following Form Descriptions and refer to the 'Employer's Guide - Filing T4 Slip and Summary 2018 (RC4120)' prior to setting up IDFDV form. \\ [https://www.canada.ca/content/dam/cra-arc/formspubs/pub/rc4157/rc4157-19e.pdf] \\
!!IDFDV Form Definition
At line 154 changed 12 lines
!IDFDV Field Descriptions
||Field||Desciption
|Identifer|This value defaults in from the IDFD form and shows the relevant box on the T4 form or stored on the file.
|Seq #|Defines the sequence number of the Identifier
|Description|This value defaults in from the IDFD form and displays the corresponding T4 Form Box description form or stored on the file.
|Level|Defaults in from the IDFD form, displays the Level (Federal, State, Employer, etc.) that is being reported on for forms/media file.
|O/R Prompt|Displays the user-defined text (prompt) to print on the Summary Reports. These user-defined terms are __not all__ used on the T4 __forms__ but are __all__ used on the summary __reports__.
|Source|Defines the source of the variable data to report on the T4 from. The Source defines the Field Variables that will be available. Options are: \\* Constant: Input a character string, such as the company name. Manual data entry \\* Database column: Choose from a list of Data Base fields available \\* Statistic: Choose from a list of Statistics from IDSC \\* Pay Component: Choose from a list of Pay Components from IPPC \\* Element: Choose from a list of Elements from IPPE \\* IDGV Variable: Choose from a list of User Defined fields defined for the Government Registration (IDGV) form
|Field Variable|Defines the relevant value for the record from the LOV previously defined in the Source field.
|Field Usage|This value defaults in from the IDFD form and defines where this record will be used. Options are: Form only, File only or Form and File.
|Text|Defaults in from the IDFD form, help/explanation text for the field.
|Derivation Expression|Used to format the information so that it is presented as required. \\Example: Users can show all of the information in upper case. This is where a string formula would be defined.
!IDFDV - Form Code HL$CAN-T4- YYYY (where YYYY is the current reporting year)
* Users must set up the company information for this form definition on the [IDFDV] form.
At line 83 added one line
!IDFDV - Form Variables
At line 168 changed one line
!IDFDV T4 Form Code Identifiers
;IDFD FORM:HL$CAN-T4-CCYY - supplied by system
;IDFD FORM TYPE:CDN T4 Definition - indicate the T4 definition is used
At line 170 changed 3 lines
IDFD FORM: HL$CAN-T4-YYYY - supplied by system
IDFD FORM TYPE: CDN T4 Definition - defines the T4 definition is used
||Field Identifier||Description||Suggested Field Source||Suggested Variable
|T4-ER-NAME|Employer Name|Data Base Column|DED.ENTITY_NAME
|T4-ER-NAME2|Employer Name - Line 2|Data Base Column|DED.ENTITY_NAME, optional
|T4-ER-CAREOF|Employer Name (care of)|Data Base Column|optional
|T4-ER-ADDR1|Employer Address Line 1|Data Base Column|DLN.ADDRESS_LINE_1
|T4-ER-ADDR2|Employer Address Line 2|Data Base Column|DLN.ADDRESS_LINE_2
|T4-ER-ADDR3|Employer City|Data Base Column|DLN.LOCALITY
|T4-ER-ADDR4|Employer Province|Data Base Column|DSP.STATE_PROVINCE_CODE
|T4-ER-ADDR5|Employer Country|Data Base Column|DCO.COUNTRY_CODE
|T4-ER-POSTAL|Employer Postal Code|Data Base Column|DLN.ZIP_POSTAL
|T4-ER-MAG-PROV|Employer Prov for Mag File|Constant|blank
|T4-ER-MAG-CNTRY|Employer Country for Mag File|Constant|blank
|T4-ACCT-NAME|Accounting contact name|Constant|Enter your company data
|T4-ACCT-TEL-AREA|Accounting contact tel area code|Constant|Enter your company data
|T4-ACCT-TEL|Accounting contact telephone|Constant|Enter your company data
|T4-ACCT-TEL-EXT|Accounting contact tel extn|Constant|Enter your company data
|T4-ACCT-LANG|Accounting contact Language|Constant|E
|T4-REGIST-PEN1|Registered pension plan number 1|Constant|Enter your company data
|T4-REGIST-PEN2|Registered pension plan number 2|Constant|Enter your company data
|T4-REGIST-PEN3|Registered pension plan number 3|Constant|Enter your company data
|T4-REGIST-PEN4|Registered pension plan number 4|Constant|Enter your company data
|T4-REGIST-PEN5|Registered pension plan number 5|Constant|Enter your company data
|T4-PROP1-SIN|Proprietor #1 SIN |Constant|Enter your company data
|T4-PROP2-SIN|Proprietor #2 SIN |Constant|Enter your company data
|T4-YOUTH-IND|Youth Hires Program Indicator|Constant|1
|T4-EE-NAME1|Employee Surname|Data Base Column|EID.LAST_NAME
|T4-EE-NAME2|Employee First Name|Data Base Column|EID.FIRST_NAME
|T4-EE-NAME3|Employee Middle Initial|Data Base Column|EID.MIDDLE_NAME
|T4-EE-ADDR1|Employee Address Line 1|Constant|EPS.ADDRESS_LINE_1
|T4-EE-ADDR2|Employee Address Line 2|Constant|EPS.ADDRESS_LINE_2
|T4-EE-ADDR3|Employee City|Constant|EPS.LOCALITY
|T4-EE-ADDR4|Employee Province|Constant |DSP.STATE_PROVINCE_CODE
|T4-EE-ADDR5|Employee Country|Constant|DCP.COUNTRY_CODE
|T4-EE-POSTAL|Employee Postal Code|Constant|EPS.ZIP_POSTAL
|T4-EE-MAG-PROV|Employee Prov for Mag File|Constant|blank
|T4-EE-MAG-CNTRY|Employee Country for Mag File|Constant|blank
|T4-BOX-SIN|Social Insurance Number|Data Base Column|EID.GOVERNMENT_CODE
|T4-EE-DISTR|Print Distribution on T4 form|Constant|blank or 1\\If 1, print employee distribution
|T4-EE-DESTIN|Print Pay Destination|Constant|blank or 1\\If 1, the employee destination is concatenated to employee distribution for printing purposes
|T4-EE-DISTR1|Employee Distribution 1|Data Base Column|PPA.PAYROLL_CODE
|T4-EE-DISTR2|Employee Distribution 2|Data Base Column|EID.PERSON_CODE
At line 174 changed one line
[{InsertPage page='IDFDV_Form_Definitions_CDN T4'}]
|T4-BOX-14|Employment Income|Element|T4-BOX-14
|T4-BOX-16|Employee's CPP contribution|Element|T4-BOX-16
|T4-BOX-16-ER|Employer's CPP contribution|Element|T4-BOX-16-ER
|T4-BOX-17|Employee's QPP contribution|Element|T4-BOX-17
|T4-BOX-17-ER|Employer's QPP contribution|Element|T4-BOX-17-ER
|T4-BOX-18|Employee's EI Premiums|Element|T4-BOX-18
|T4-BOX-18-ER|Employer's EI Premiums|Element|T4-BOX-18-ER
|T4-BOX-20|RPP contributions|Element|T4-BOX-20
|T4-BOX-22|Federal Income Tax deducted|Element|T4-BOX-22
|T4-BOX-24|EI Insurable Earnings|Element|T4-BOX-24
|T4-BOX-24-PRT|EI Insurable Earnings Printed|Not specified|Information only, do not set up this identifier
|T4-BOX-26-CPP|CPP Pensionable Earnings|Element|T4-BOX-26-CPP
|T4-BOX-26-QPP|QPP Pensionable Earnings|Element|T4-BOX-26-QPP
|T4-BOX-26-EXCEPT|CPP/QPP Excepted Earnings|Element|T4-BOX-26-EXCEPT
|T4-BOX-26-OTHER|CPP/QPP Other Earnings|Element|T4-BOX-26-OTHER
|T4-BOX-26-PRT|CPP/QPP Earnings Printed|Not specified|Information only, do not set up this identifier
|T4-BOX-28-CPP-PRT|CPP Exempt Indicator|Not specified|Information only, do not set up this identifier
|T4-BOX-28-QPP-PRT|QPP Exempt Indicator |Not specified|Information only, do not set up this identifier
|T4-BOX-28-EI-PRT|EI Exempt Indicator|Not specified|Information only, do not set up this identifier
|T4-BOX-28-PPIP-PRT|PPIP Exempt Indicator|Not specified |Information only, do not set up this identifier
|T4-BOX-29-PRT|Employment Code|Not specified|Information only, do not set up this identifier
|T4-BOX-44|Union Dues|Element|T4-BOX-44
|T4-BOX-44-PRT|Union Dues Printed|Not specified |Information only, do not set up this identifier
|T4-BOX-46|Charitable Donations|Element|T4-BOX-46
|T4-BOX-50-REG1|RPP Registration Number 1|Data Base Column|constant, must be numeric
|T4-BOX-50-REG2|RPP Registration Number 2|Data Base Column|constant, must be numeric
|T4-BOX-50-REG3|RPP Registration Number 3|Data Base Column|constant, must be numeric
|T4-BOX-50-REG4|RPP Registration Number 4|Data Base Column|constant, must be numeric
|T4-BOX-50-REG5|RPP Registration Number 5|Data Base Column|constant, must be numeric
|T4-BOX-50-RPP1|RPP Amount 1|Element|T4-BOX-50-RPP1
|T4-BOX-50-RPP2|RPP Amount 2|Element|T4-BOX-50-RPP2
|T4-BOX-50-RPP3|RPP Amount 3|Element|T4-BOX-50-RPP3
|T4-BOX-50-RPP4|RPP Amount 4|Element|T4-BOX-50-RPP4
|T4-BOX-50-RPP5|RPP Amount 5|Element|T4-BOX-50-RPP5
|T4-BOX-50-PRT|RPP or DPSP Plan Number Printed|Not specified|Information only, do not set up this identifier
|T4-BOX-52|Pension Adjustment|Element|T4-BOX-52
|T4-BOX-55|PPIP Employee Premium|Element|T4-BOX-55
|T4-BOX-55-ER|PPIP Employer Premium|Element|T4-BOX-55-ER
|T4-BOX-56|PPIP Insurable Earnings|Element|T4-BOX-56
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!Report T4 Form Definitions Variables - RDFD
Generates a list of the T4 Form and File Definitions defined on the IDFDV form.
|OTHER-30|Housing, Board and Lodging|PC or Element|T4-BOX-OTH-30
|OTHER-31|Special work site|PC or Element|T4-BOX-OTH-31
|OTHER-32|Travel in prescribed zone|PC or Element|T4-BOX-OTH-32
|OTHER-33|Medical travel|PC or Element|T4-BOX-OTH-33
|OTHER-34|Personal use of employer auto|PC or Element|T4-BOX-OTH-34
|OTHER-35|Reasonable KM allowance|PC or Element |T4-BOX-OTH-35
|OTHER-36|Interest free loan|PC or Element|T4-BOX-OTH-36
|OTHER-37|Home relocation loan deduction|PC or Element|T4-BOX-OTH-37
|OTHER-38|Stock option benefits|PC or Element|T4-BOX-OTH-38
|OTHER-39|Stock option 110(1)(d)|PC or Element|T4-BOX-OTH-39
|OTHER-40|Other Taxable benefits|PC or Element|T4-BOX-OTH-40
|OTHER-41|Stock option 110(1)(d.1)|PC or Element|T4-BOX-OTH-41
|OTHER-42|Employment Commissions|PC or Element|T4-BOX-OTH-42
|OTHER-53|Deferred stock option benefits|PC or Element|T4-BOX-OTH-53
|OTHER-70|Officer expense allowance|PC or Element|T4-BOX-OTH-70
|OTHER-71|Status Indian employee|PC or Element|T4-BOX-OTH-71
|OTHER-72|Section 122.3 income|PC or Element|T4-BOX-OTH-72
|OTHER-73|Number of days outside Canada|PC or Element|T4-BOX-OTH-73
|OTHER-74|Pre 1990 Past Serv-Contributor|PC or Element|T4-BOX-OTH-74
|OTHER-75|Pre 1990 Past Serv-Not Contributor|PC or Element|T4-BOX-OTH-75
|OTHER-77|Workers Compensation repaid|PC or Element|T4-BOX-OTH-77
|OTHER-78|Fishers Gross earnings|PC or Element|T4-BOX-OTH-78
|OTHER-79|Fishers Net partnership amt|PC or Element|T4-BOX-OTH-79
|OTHER-80|Fishers Shareperson amt|PC or Element |T4-BOX-OTH-80
|OTHER-81|Placement Agency Earnings|PC or Element|T4-BOX-OTH-81
|OTHER-82|Drivers Earnings|PC or Element|T4-BOX-OTH-82
|OTHER-83|Barbers Earnings|PC or Element|T4-BOX-OTH-83
|OTHER-84|Public Transit Pass|PC or Element|T4-BOX-OTH-84
|OTHER-85|EE prem private health plan|PC or Element|T4-BOX-OTH-85
|OTHER-86|Security Options selections|PC or Element|T4-BOX-OTH-86
|OTHER-87|Emergency services volunteer exempt amount|PC or Element|T4-BOX-OTH-87
|OTHER-88|Indian (exempt income)|PC or Element|T4-BOX-OTH-88
|OTHER-97|Stock option benefit-before Feb 28, 2000|PC or Element|T4-BOX-OTH-97
|OTHER-98|Stock dedn 110(1)(d)-before Feb 28, 2000|PC or Element|T4-BOX-OTH-98
|OTHER-99|Stock dedn 110(1)(d.1)-before Feb 28, 2000|PC or Element|T4-BOX-OTH-99
|SUB-REF-ID|Submission Reference ID|Constant|Unique number for each filing\\IDIF is set up to use GVT Run Number for Submission Reference ID as default, if users want to override the GVT Run Number, then enter the value in this IDFDV Identifier and manually change the IDIF set up for the <sbmt_ref_id> tag to pick up the Variable Name from IDFDV Identifier with this SUB-REF-ID sequence
|FILE-TYPE-CODE|Transmitter Type Code|Constant|Constant '904' for T4
|FILE-DATA-TYPE|Data Type Code|Constant|1
|FILE-TRAN-NUM|Transmitter number|Constant|MM999999
|FILE-TRAN-TYPE|Transmitter type indicator|Constant|1
|FILE-TRAN-NAME1|Transmitter Name - line 1|Constant|Enter your company data
|FILE-TRAN-NAME2|Transmitter Name - line 2|Constant|Enter your company data
|FILE-TRAN-ADDR1|Transmitter Address - line 1|Constant|Enter your company data
|FILE-TRAN-ADDR2|Transmitter Address - line 2|Constant|Enter your company data
|FILE-TRAN-CITY|Transmitter City|Constant|Enter your company data
|FILE-TRAN-PROV|Transmitter Province|Constant|Enter your company data
|FILE-TRAN-COUNTRY|Transmitter Country|Constant|Enter your company data
|FILE-TRAN-POSTAL|Transmitter Postal Code|Constant|Enter your company data
|FILE-CONT-NAME|Technical contact name|Constant|Enter your company data
|FILE-CONT-TEL-AREA|Technical contact tel area code|Constant|111
|FILE-CONT-TEL|Technical contact telephone|Constant|2223333
|FILE-CONT-TEL-EXT|Technical contact tel extn|Constant|1234
|FILE-CONT-LANG|Technical contact Language|Constant|E
|FILE-CONT-EMAIL|Contact E-mail address|Constant|Enter your company data
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!Special Notes for T4 Boxes
__Exclude EEs__\\
Users can exclude certain employees from T4 reporting by setting up the EXCLUDE-EE Identifier on the IDFDV form. \\ \\
If the value of the EXCLUDE-EE Identifier is set to Yes, the employee is by-passed. \\
Example: If a user does not want to report employees whose assignment title is "Election Worker" or "Self Employed", then:\\
For the EXCLUDE-EE Identifier, set up the following:
* Field variable = EASD.ASSIGNMENT_TITLE
* Derivation Expression = decode(~,'Election Worker','Y','Self Employed','Y','N') \\ \\
!!Generate GVT Run for T4
!RPYEC - Cdn Year End Summary Report - Selection Criteria
This extracts information from YTD according to the FORM CODE from IDFDV and will produce the Summary Total Report by government registration.
This process also stores the results by GVT Run Number for each employee in the Government Reporting table.
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__NOTE__: Use UPPER(~) to convert an alphanumeric field to compare all upper case letters.\\ \\
;Form Code:Enter HL$CAN-T4-YYYY for current reporting year
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If a user has a complex situation to exclude an employee, a STAT CODE can be used to indicate the employee should be excluded. \\
Please enter other prompts appropriately.
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Example: An employee is excluded when they work in certain groups, or with certain hours. Users can keep track of this by setting the STAT CODE value to 1.00. \\
Then on IDFDV, set up the following for the EXCLUDE-EE Identifier:
* Field Source = Statistics
* Field variable = the STAT CODE that is used to exclude employees
* Derivation Expression = decode(~,1,'Y','N')
\\
After the [RPYEC] process is run, the GVT Run Number is generated for this RPYEC run for all qualified employees.
Users can go into the [IPGR] and [IPGH] forms to view the T4 generated by this GVT Run Number.
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!Primary and Mailing Addresses
[Employer Address|]\\
If a user wants to use the Employer Primary Address, the user does not need to set up the 1220 - 1270 Identifiers. Leave these Identifiers blank and the system will use the Primary Address as the default.
Users should run the [RPGRC] process to generate the government xml file to send to the government and also to generate the internal xml file for printing of the T4s by the RPT4 program.
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If a user wants to use the Employer Mailing Address, the user needs to define the following Identifiers:
||Seq #||Field Identifier||Description||Field Variable
|1220|T4-ER-ADDR1|Employee Address Line 1|MAIL
|1230|T4-ER-ADDR2|Employee Address Line 2|Blank
|1240|T4-ER-ADDR3|Employee City|Blank
|1250|T4-ER-ADDR4|Employee Province|Blank or constant NAME
|1260|T4-ER-ADDR5|Employee Country|Blank or constant NAME
|1270|T4-ER-POSTAL|Employee Postal Code|BLANK
|1280|T4-ER-MAG-PROV|Employee Prov for Mag File|Blank
|1290|T4-ER-MAG-CNTRY|Employee Country for Mag File|Blank
!RPGRC - Selection Criteria
;GVT Run Number:Enter the GVT Run Number from the RPYEC run
;Form Code:Enter HL$CAN-T4-YYYY for current reporting year
;Govt Interface Format:Enter HL$CAN-T4-YYYY\\This Interface Format is defined on the IDIF form and is provided in our software
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* The Reference Text field will guide the setup of each Address Identifier.
* If the Employer mailing address is not defined on the IDLN form or the Location field on the IDEN form, the IDLN primary address will be used.
* If an Address was set up and if the word MAIL is defined, the mailing address will be used, otherwise the primary address will be used.
* If the Country Code is not Canada or USA, then the T4-ER-MAG-PROV Identifier should be set to ZZ - Other. \\
Please enter other prompts appropriately.
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[Employee Address|]\\
If a user wants to use the Employee Primary Address, the user does not need to set up the 2100 - 2170 Identifiers. Leave these Identifiers blank and the system will use the Primary Address as the default.
After the [RPGRC] process is run, the government xml file is generated and is ready for an xml parser validation prior to sending to the government;
the internal xml file is generated for printing of the T4 by the RPT4 program.
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If a user wants to use the Employee Mailing Address, the user needs to set up the following Identifiers:
||Seq #||Field Identifier||Description||Field Variable
|2100|T4-EE-ADDR1|Employee Address Line 1|MAIL
|2110|T4-EE-ADDR2|Employee Address Line 2|Blank
|2120|T4-EE-ADDR3|Employee City|Blank
|2130|T4-EE-ADDR4|Employee Province|Blank or constant NAME
|2140|T4-EE-ADDR5|Employee Country|Blank or constant NAME
|2150|T4-EE-POSTAL|Employee Postal Code|BLANK
|2160|T4-EE-MAG-PROV|Employee Prov for Mag File|Blank
|2170|T4-EE-MAG-CNTRY|Employee Country for Mag File|Blank
!!Form Print Selection Criteria
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* The Reference Text field will guide the user for the setup of each Address Identifier.
* If the Employee mailing address is not defined on the IEPI form, the IEPI primary address will be used.
* If an Address was set up and if the word MAIL is defined, the mailing address will be used, otherwise the primary address will be used.
* If the Country Code is not Canada or USA, then the T4-EE-MAG-PROV Identifier should be set to ZZ - Other.
!RPT4 - Selection Criteria
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!!T4 Processing
* Users can print a specific Province, or all Provinces. If all Provinces are to be printed, the Print Program will print a T4 form for each province that an employee has worked in.
For Oracle reports, you must run all Government Form Print programs (i.e. RPT4, RPT4A, RPT4ANR, RPNR4, RPRL1, RPRL2) and send the report to a PDF file instead of to the Previewer.
All Form Print programs are aligned with the government forms in the PDF format. Users can adjust the parameters for the 'Top Margin' and the 'Between Form Space' when generating the PDF file.
Once the PDF file is generated, users do not need to adjust the Page Set up when printing.
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* If an employee is paid by multiple government registrations, then multiple T4 slips are produced, by government registration number, for the employee.
!!Report Parameters & Filters
||Report Parameters||This section is used for both Oracle and Windward report
|Print T4 Copy|Defines the Employer or Employee copy to be printed.\\From Lexicon: [T4 Forms|X_T4_FORMS] lexicon available
|Exception Level|Users should always run with 'Exception Only' unless for needed for tracing
|Duplicate/Amended|Optional. Defines text to print on the T4 form to indicate a 'Duplicate' or 'Amended' copy\\
There are two ways to print Duplicate or Amended T4 forms, please read below.
|Test Form Set-Up|Optional\\All users should test their Printer with this 'Test Form Set Up' toggle to find out the correct Page Set Up for 'Top Margin Adjustment' and 'Between Form Space' adjustment prior to printing the actual T4 Forms.\\ \\Since each Printer's Page Set Up margin varies differently, each time when the user is printing the T4 forms on a different Printer, the user should do a Printer Set up test
|Trial Print only|Optional\\This toggle allows users to print T4 forms for verification\\ \\In non-trial mode, the RPT4 updates the GVT Headers Govt Print Stage of the run
|Show T4 Form|Optional\\If this toggle is set to ON, RPT4 will print the T4 Form image downloaded from the CRA website on the background for users to view the T4 information.
|User Comment|Optional\\Users can enter a comment to print on the Parameter page
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* T4 slips are printed in alphabetical order by the employee's Surname, First Name, within a government registration number.
||Report Parameters||(* Oracle Report Only)
|Directory Name|Enter a valid directory name, must be the same as RPGRC run
|XML File Name|The XML File name that is generated from RPGRC with the file extension _HL.xml
|Slips Per Segment|Optional\\Users no longer need to send in T4 Segments when filing less than 500 slips on paper forms, however, the user can still choose to use the T4 segments at their discretion\\
\\If a user sends in T4 slips in a bundle of 200 or other quantities, then users need to update this field
|Adjust Top Margin|Optional\\Defines the Top Margin Adjustment for printing the form\\
\\Users should default to NULL or '00 - 0 line' adjustment to begin testing\\
\\After the PDF file is generated, print one page on blank paper, align the paper with the pre-printed form and check if the alignment fits into the box\\
\\If adjustment is needed, then re-run RPT4 by entering the Top Margin adjustment
|From Lexicon|[Top Margin Adjust.|X_TOP_MARGIN_ADJ]
|Between Form Space|Optional\\Defines the space increment between 2 forms on the same page\\ \\Users should default to NULL or '0 - 0 line space' to begin testing\\
\\After the PDF file is generated, print one page on blank paper, align the paper with the pre-printed form and check if the alignment fits between 2 forms\\
\\If adjustment is needed, then re-run RPT4 by entering the 'Between Form Space'
|From Lexicon|[Between Form Space|X_BTWN_FORM_SPACE]
|Show Frame (Test Only)|Used when a user is testing the margin set up or to debug a Print Format problem. Users can use this toggle to show the line border of the internal Frames
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* The font size for printing T4 slips is the standard 10 or 12 character per inch font, character mode.
||Report Filters||
|GVT Run (WW only)|This is not used for Oracle RPT4 reports. Used for Windward RPT4 reports only
|Person Code|Optional. If a Person Code is not entered, all the employees in the xml file will be printed
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* Negative (credit) amounts are never allowed for T4 reporting. If negative amounts are encountered, an exception message is printed and users must resolve the negative amount(s) and re-run the process.
%%information For Oracle report, if the combination of 'Top Margin Adjustment' and 'Between Form Space' pushes the Form to go over to the next page,
users should check the alignment with the actual pre-printed form and re-run RPT4 with different 'Top Margin' and 'Between Form Space' again.%%
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* If there is no amount to be printed in a Box on the T4 form, the Box is left as BLANK. A zero amount or 'NIL' is __NOT__ allowed.
When users are running RPT4 for the actual Form printing, please __do not__ set the 'Show T4 Form', 'Show Frame' toggles to ON.
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* Users can sort inactive and active employees separately for mailing purposes.
** If the Employment Status is A (Active) then the employee is considered active, otherwise the employee is considered inactive.
!RPT4 - Sample Print
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* The T4 slip has an "Other Information" area to report up to 6 footnote codes and amounts for each form.
%%warning IMPORTANT: When printing from the pdf file, users must turn on the ACTUAL SIZE toggle to print on the pre-printed government forms to avoid re-sizing of the form.%%
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*If there are more than 6 footnote codes to be reported, then subsequent T4 slips are generated until all footnote codes have been printed.
** Each subsequent T4 slip must report $1.00 in Employment Income Box 14 in order for Canada Customs and Revenue Agency (CCRA) to process the additional T4 slip. If all numeric boxes are zero, the T4 slip will be bypassed.
** If additional T4 slips are reported with $1.00 in Box 14, then the previous T4 slip is reduced by $1.00 in Box 14.
!!Processing
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* If an employee works in more than one province, then one T4 slip is produced for each province for the employee. The "Other Information" area T4 slips are also generated by Province.
!RPT4 Form Print Processing
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* The T4 Magnetic Media File also includes the subsequent T4 record(s) with the Other Information area in the same manner as the T4 slip. Consequently, an employee can have multiple "110" code records. The Box 14 reporting for the additional code "110" records will also contain $1.00.
The RPT4 Program 'Print Format' is based on the Government published T4 (15) Form. If you are using other versions of the T4 form, such as T4(12), please test the RPT4 form layout prior to printing.
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* The alphanumeric fields are left justified with no space between each character, such as JOHN DOE, not J O H N D O E.
Please be advised that High Line will support the latest version of the government published form at time of programming. High Line will inform users of the form version being used. We suggest that users should use the same version of the form as the RPT4 program.
However, if a user receives a different version of the form from the government, and RPT4 program does not align properly with the form, then there are two options for this situation:
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* The numeric fields are lined up with the decimal.
# Users can re-order the form from the government that is the same as the RPT4 program (if users are using a prior year version of the T4)
# Inform High Line of the form variation. High Line will assess whether the PRT4 program needs to be revised or not.
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* T4 grand totals are generated for all T4 forms as Execution Run Log Exception Messages to balance to the RPYEC Summary report
The RPT4 Form Print program prints all information generated by from the RPGRC _HL.xml file according to the selection criteria.
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*Users __MUST__ run the RMEX report with the RPT4W run Mex ID to print the T4 grand totals to verify all records are printed.
If an employee has nultiple footnotes to be reported, each T4 Form is printed with 6 footnotes until all footnotes are printed.
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!!Generate GVT Run for T4
[{InsertPage page='RPYEC'}]
The RPT4 program generates Summary Totals by each Business Number, at the end of the RPT4 run. A grand total is generated for all Business Numbers of the run.
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[{InsertPage page='RPGRC'}]
Users must run RMEX with the RPT4 Mex ID to obtain the summary and grand totals to balance to the RPYEC Summary report.
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The RPT4 Summary and Grand Totals are accumulated for the boxes shown on the T4 Form. The footnotes are not totaled.
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!!Form Print Selection Criteria
Users should verify the RPT4 Boxes to balance to RPYEC.
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!T4 Printing and Balancing
The RPT4W and RPT4AW programs generate the form boxes, as well as the instructions on the reverse side. __Pre-printed forms are not required.__\\
If RPT4 cannot select any information from the xml file to print, users must run RMEX with the RPT4 Mex ID to review any errors or exception messages to locate the problem.
Usually the problem is because of an invalid directory or file name.
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Once the year-to-date information is correct, run the RPT4W report to print the T4 Forms.
!Duplicate or Amended Copies
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* This function generates and prints the T4 forms, as well as the T4 Media file, based on the parameter selections
* Users should write down the Execution ID of the RPT4W run and run RMEX to obtain the grand total report for the T4s printed by RPT4W
If an employee loses their T4 form, users need to reissue a 'Duplicate Copy' of the original T4 form.
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The PDF file is generated in the working directory of your P2K path. \\ \\
Write down the Execution ID of the T4 Print Program report and run RMEX to obtain a grand total report.
If a user discovers erroneous box information on the T4 form and need to revise the Box information, users should modify the IDFDV set up and then re-run the RPYEC, RPGRC, RPT4 programs.
This willproduce an 'Amended' T4 form.
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There are two ways to print a 'Duplicate Copy' or an 'Amended' T4 form:
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!RPT4W Report Parameters
||Field||Description
|Print T4 Copy|Defines if the Employer or Employee copy will be printed. Options are: \\*01: Employer Copy. Prints 2 employees on one page. Use as the Employer Copy to send to government or keep for reference. \\*02: Employee Copy. Prints 1 employee 2 times on 1 page. Use as the Employee Copy to distribute to the employees
|Duplicate/Amended|Optional. Defines the text to print on the T4 form to indicate if it is a 'Duplicate' or an 'Amended' copy.
|Include Back Information|When set to YES, the report will print the information from the back of the T4.
|Trial Print only|Defines if the Print Stage field on the IPGH form will be updated when the T4s are printed. \\When set to Yes, the field will not be updated. \\When set to No, the Print Stage will be changed to Forms Printed. \\Optional.
|Exception Level|Defines the level of detail on the exception report. Users should always run with 'Exception Only' unless for needed for tracing
# Go to the IPGH form for the employee and highlight the form to be duplicated. Change the Print Stage to '11-Duplicate requested. Run the RPYEC and RPGRC programs to generate the _HL.xml file that contains the Duplicate/Amended records
#* When a user is running RPT4 with the new _HL.xml file, RPT4 will automatically print the word 'DUPLICATE COPY' or 'AMENDED' on the T4 form, depending on the GVT Run option of RPGRC run
#* At the end of the RPT4 run, in non-trial mode, the GVT Header stage will be updated with either a 'Duplicate' or 'Amended' stage
# When RPT4 is run, users can enter the word 'DUPLICATE COPY' or 'AMENDED' on the prompt.
#* This method should be used when users have many forms to be printed with 'DUPLICATE COPY' or 'AMENDED' and there is not enough time to re-generate the _HL.xml file from RPYEC, RPGRC, and the original _HL.xml file still exists
#* When RPT4 is run, the manually defined word 'DUPLICATE COPY' or 'AMENDED' will be printed on T4 form
#* At the end of RPT4 run, in non-trial mode, the GVT Header comment field will be updated with the user defined wording, such as 'Duplicate Copy' or 'Amended'
#* If other wording is required to print on the T4 form, users can enter the text on this prompt for RPT4, such as 'CANCEL COPY', 'ORIGINAL COPY'
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!RPT4W Report Filters
||Field||Description
|GVT Run|Mandatory. Defines the GVT Run number to extract data from and produce the T4 form.
|Person|Optional. Person code of the employee being tested with. If a Person Code is not defined, all the employees in the xml file will be printed.
|People List|Optional. A people list may be used to indicate specific employees that are to be processed.
|Status Type|Optional. Allows organizations to print forms for a defined Status Type. Options are: \\* Active \\* Cobra \\* Inactive \\* Leave \\*Pending \\*Retired \\*Survivor \\* Terminated \\*Unpaid Leave
!T4 Slip Print Characteristics
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__Execution Report__
* Produces the grand total report from RPT4W by running RMEX for the execution ID of T4 run.
* Enter the Execution ID of the RPT4W run to generate a grand total report and balance to the RPYEC report.
T4 slips are printed in alphabetical order by employee's SURNAME, FIRST NAME within a government registration number.
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!!Processing
If employees are paid by multiple government registrations, then multiple T4 slips are produced by government registration number for these employees.
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!RPT4W Form Print Processing
The RPT4W and RPT4AW programs generate the form boxes, as well as the instructions on the reverse side. __Pre-printed forms are not required.__ \\
The font size for printing T4 slips is the standard 12 character per inch font, character mode.
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The RPT4W Program Print Format is based on the Government published T4 (19) Form. \\ \\
Negative (credit) amounts are never allowed for T4 reporting and therefore if negative amounts are encountered, an exception message is displayed.
Users must resolve the negative amount and re-run the process.
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* The RPT4W Form Print program prints all information retrieved from the RPYEC GVT Run Number.
* If an employee has multiple footnote codes to be reported, each T4 Form is printed with 6 footnote codes until all footnote codes are printed.
* If there are more than 6 footnote codes to be printed, then subsequent T4 slips are produced until all footnote codes have been printed.
* The RPT4W program generates Summary Totals, by each Business Number, at the end of the RPT4W run. A grand total is generated for all Business Numbers of the run.
* Users must run RMEX with the RPT4W Mex ID to obtain the summary and grand totals for the T4s printed using the RPT4W.
* The RPT4W summary and grand totals are accumulated for the Boxes shown on the T4 Form. The footnote codes are not totaled.
If there is no amount to be printed for a Box on the T4 form, the Box is left as BLANK. Zero or 'NIL' is __NOT__ allowed
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!Form Printing
When printing T4 forms, users are required to print the Employer Copy and Employee Copy of the T4s.
Users can sort inactive and active employees so inactive employees are printed separately, for mailing purposes.
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* When RPT4W is run, the "Print T4 Copy" parameter defines if the Employer or the Employee Copy should be printed.
* Users must run RPT4W twice; once to print the Employer Copy, and once to print the Employee Copy
* Employer Copy:
** On one sheet, the T4 information is printed for two separate employees.
** The Box 54 Business Number is printed.
** The Employer Copy is sent to the government or is kept by your organization.
If the Employment Status is A (Active) then the Employee is considered Active, otherwise the employee is considered Inactive.
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* Employee Copy:
** On one sheet, two copies of the T4 is printed for one employee.
** The Box 54 Business Number is NOT printed.
** The Employee Copy is distributed to the employees
The T4 slip has an "Other Information" area to report up to 6 footnotes and amounts for each form
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!Duplicate Copies
If there are more than 6 footnotes to be reported in the "Other Information" area, then a 2nd or 3rd T4 slip is produced
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If an employee loses their T4 Form, organizations can issue a duplicate copy of the T4 form.
The 2nd or 3rd T4 slip prints the employee's demographic information only, the numeric boxes are not printed.
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To issue Duplicate Copies:\\
1. Go to the IPGH form for the employee and highlight the form to be duplicated.
* Change the Print Stage to 'Duplicate requested'.
* Click Save
* Repeat for all employees who have requested duplicate copies.
If an employee works in more than one province, then one T4 slip is produced for each province for the employee. The "Other Information" area information T4 slips are also produced by Province
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2. Run RPGRC with the "GVT Form Option" set to "Duplicate forms" and the "Trial Print Only" set to Yes
* RPGRC retrieves all GVT Headers with the Print Stage of 'Duplicate Requested' and generates the HL xml file for the Form Print RPT4W, RPT4AW, RPRL1W programs
* There is no need to generate a government xml file for duplicate forms.
* Users do not need to enter the 'Govt Interface Format' field for RPGRC
* Set the 'Trial Print Only' field to YES for RPGRC
The T4 Magnetic Media File is in an xml file format and allows all footnotes to be reported for one employee. Multiple XML records are generated for one employee if there are more than 6 footnotes
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3. Run RPT4W to print the duplicate forms
* Run the Form Print RPT4W programs to read the RPYEC GVT Run Number to print duplicate forms
* At the end of the Form Print, if the 'Trial Print Only' field is set to No, the GVT Header stage will be updated to 'Duplicate Printed'
* Users can re-run the Form Print program for the Employee or the Employer Copy from the same GVT Run Number. The GVT Header stage will be updated to 'Duplicate Printed' depending on the 'Trial Print Only' field setting.
Alphanumeric fields are left-justified with no space between each character, such as JOHN DOE, not J O H N D O E
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!Amended Copies
The numeric fields are lined up with the decimal
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If a user discovers erroneous box information on the T4 form and needs to revise the Box information, users should either correct the employee amounts or modify the IDFDV set up and then re-run the RPYEC, RPGRC and RPT4W processes. This produces the Amended T4 form.
To issue Amended copies:\\
The RPT4 grand totals are generated for all T4 forms as Execution Run Log Exception messages to balance to the RPGRC Summary report
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1. Update the employee's YTD information through payroll.
2. Check the IDFDV set up and revise the box information, if necessary
3. Go to the IPGH form for the employee. Locate the form to be amended
* Change the Print Stage to Amendment Requested
* Save
* Repeat this for all employees who requested Amended copies of their forms.
* Run RPYEC with the GVT Form Option set to Amended Forms
* Do not set the Trial Print Only toggle to YES, for the RPYEC process
* Users can set the Retain Amend/Reject Form to YES, to retain the original copy prior to generating the amendment.
* The RPYEC process will retrieve all GVT Headers with the Print Stage set to Amendment Requested and re-derives the YTD according to the IDFDV setup to generate the GVT Header with:
** Print Stage = Amend, Form not Printed
** File Stage = Amend, File not Created
Users __MUST__ run the RMEX report for the Mex ID from the RPT4 run to print the T4 grand totals to verify all records are printed
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4. Run RPGRC with the GVT Form Option set to Amended Forms
* Do not set the Trial Print Only toggle to YES, for the RPGRC process
* The RPGRC process will retrieve all GVT Headers with the Print Stage set to Amend, File not Created.
* Users should enter the Govt Interface Format definition for the RPGRC to generate the amended government xml file.
* At the end of the RPGRC, the GVT Headers is updated with:
** Print Stage = No Change, Existing Value
** File Stage = Amend File Created
!T4 Slip Print Distribution
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5. Run RPT4W to print the Amended forms.
* When the user is running RPT4W with the new GVT Run Number, RPT4/RPT4W will automatically print the word DUPLICATE COPY or AMENDED on the T4 form, depending on the GVT Run option of the RPGRC run.
* If other wording is required to print on the T4 form, in the Duplicate/Amended parameter, users can enter the text for RPT4W, such as CANCEL COPY or ORIGINAL COPY.
* At the end of the RPT4W run in non-trial mode, the GVT Header Stage will be updated with either the DUPLICATE or AMENDED stage.
!!UPGRUNDO - Undo GVT Run
The UPGRUNDO process allows users to undo a GVT Run number by employee. This process should be used to undo an erroneous GVT Run due to set up issues or to remove any archived GVT information.
!UPGRUNDO Selection Criteria
||Field||Description
|GVT Run Number|Mandatory. Users must enter at least one GVT Run Number
|Person Code|Enter one or more Person Codes. The selected Person codes within the GVT Run Numbers are processed. Optional.
|Trace Level|Users should always run this process with this field set to Exceptions Only unless required for tracing purposes.
|Trial|When set to ON, allows users to review the report for verification prior to running the undo process. \\In non-trial mode, UPGRUNDO removes GVT Headers and GVT Run for the qualified GVT Run.\\Optional.
!!T4 Slip Print Distribution
On the T4 Form, the last line in the Address Box is used to print the user defined distribution information for users to dsitribute the T4 forms to the employees.
Users must set up the following identifiers:\\
On T4 Form, the last line in the Address Box is used to print the user defined distribution information for users to hand out the T4 forms to the employees.
Users must set up the following identifiers:
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|T4-EE-DISTR|Constant|Blank or 1|
|T4-EE-DESTIN|Constant|Blank or 1|
|T4-EE-DISTR|(constant) blank or 1|
|T4-EE-DESTIN|(constant) blank or 1|
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If T4-EE-DISTR = 1 (not null), the distribution will be printed below the employee address for distribution purposes, and the distribution will be visible outside the window envelope.
Otherwise, the distribution will not be printed.
If the T4-EE-DISTR value = 1 (not null), then the distribution will be printed below the employee address for distribution purposes.
The distribution is visible outside the window envelope, otherwise, the distribution will not be printed.
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If T4-EE-DESTIN = 1, the employee's pay destination will be printed along with T4-EE-DISTR1 and T4-EE-DISTR2 fields.
If the T4-EE-DESTIN value = 1, then the employee's pay destination is printed along with the T4-EE-DISTR1 and the T4-EE-DISTR2
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Therefore, the logic for printing the distribution on the T4 form is:\\
If T4-EE-DISTR = 1, the distribution information is printed from:
*The employee's pay destination T4-EE-DESTIN, if defined, such as Department or Pay destination
*Concatenates with the values from T4-EE-DISTR1 and T4-EE-DISTR2
Therefore on the T4 form, the logic for printing distribution is:
*If T4-EE-DISTR = 1, then the distribution information is printed from:
**optional employee's pay destination T4-EE-DESTIN if specified (such as Department or Pay destination of the employee)
**concatenates with the values from T4-EE-DISTR1 and T4-EE-DISTR2
At line 428 changed 2 lines
!Box Descriptions
Users should read the following Form Descriptions and refer to "Employers' Guide - Filing the T4 Slips and Summary Forms" RC4120(E) Rev. 19" prior to setting up the IDFDV form.
!T4 Statement of Remuneration - Box Description
Users should read the following FORM DESCRIPTIONS and refer to "Employers' Guide - Filing the T4 Slips and Summary Forms" RC4120(E) Rev. 16" prior to setting up the IDFDV form.
At line 431 changed one line
__Box - Year__\\From user defined Calendar Year YYYY \\ \\
;Box - Year:
From user specified Calendar Year YYYY
At line 433 changed one line
__Box - Employer's Name and Address__\\
;Box - Employer's Name and Address:
At line 435 changed one line
||Seq #||Field Identifier||Description||Field Variable
||Seq||Field Identifier||Description||Field Variable
At line 445 changed 4 lines
*The IDFDV Reference Text field will guide the user to set up each Address Identifier.\\
*If the Employer mailing address is not defined on IDLN or IDEN location, the primary address on IDLN will be used.\\
*If there was an Address set up prior to 2006, and the word 'MAIL' is defined, the mailing address will be used, otherwise the primary address will be used.
*If the Country Code is not Canada or USA, the 1280 T4-EE-MAG-PROV Identifier should be set to 'ZZ-Other'. \\ \\
*The IDFDV form Reference Text field will guide the user to set up each Address Identifier.\\ \\
*If the mailing address is not defined for the Employer on IDLN of IDEN location, the IDLN primary address will be used.\\ \\
*If users have previous Address set up prior to 2005, if the word ‘MAIL’ is defined, the mailing address will be used, otherwise the primary address will be used
At line 450 changed 2 lines
__Box 54 - Business Number__\\
The Business Number is derived automatically according to employee's YTD federal government registration number from IDGV or the employee's Group IDGR form. When users are printing the 'Employee Copy', Box 54 is not printed. \\ \\
;Box 54 - Business Number:
The Business Number is derived automatically according to employee’s YTD federal government registration number from IDGV or from the employee's Group IDGR form\\ \\
When the user is printing the 'Employee Copy', Box 54 BN number is not printed
At line 453 changed 2 lines
__Box 10 - Province of Employment__ \\
The Province of Employment is derived automatically according to employee's YTD information \\ \\
;Box 10 - Province of Employment:
The Province of Employment is derived automatically according to employee's YTD information
At line 456 changed one line
__Box 12 - Employee's Social Insurance Number__\\
;Box 12 - Employee's Social Insurance Number:
At line 458 changed 2 lines
||Seq #||Field Identifier||Suggested Field Variable
|2200 |T4-BOX-SIN|EID.GOVERNMENT_CODE
||Field Identifier||Suggested Field Variable
|T4-BOX-SIN|EID.GOVERNMENT_CODE
At line 461 changed 2 lines
* SIN numbers defined as 999999999 are invalid
* If a SIN number does not exist, leave this field blank. \\ \\
** Invalid SIN numbers are: 999999999.
* If the SIN number does not exist, leave blank. Example: SIN is "9999999999".
At line 464 changed one line
__Box - Employee's name__ \\
;Box - Employee's name (Surname, First name, Middle Initial):
At line 466 changed 4 lines
||Seq #||Field Identifier||Suggested Field Variable
|2000 |T4-EE-NAME1|EID.LAST_NAME
|2030 |T4-EE-NAME2|EID.FIRST_NAME
|2040 |T4-EE-NAME3|EID.MIDDLE_NAME \\ \\
||Field Identifier||Suggested Field Variable
|T4-EE-NAME1|EID.LAST_NAME
|T4-EE-NAME2|EID.FIRST_NAME
|T4-EE-NAME3™|EID.MIDDLE_NAME
At line 471 changed one line
__Box - Employee's address__\\
;Box - Employee's address:
At line 473 changed one line
||Seq #||Field Identifier||Description||Field Variable
||Seq||Field Identifier||Description||Field Variable
At line 481 changed one line
|2170|T4-EE-MAG-CNTRY|Employee Country for Mag File|Blank \\ \\
|2170|T4-EE-MAG-CNTRY|Employee Country for Mag File|Blank
At line 483 changed one line
*The IDFDV Reference Text field will guide the user to set up each Address Identifier.
*The IDFDV form Reference Text field will guide the user to set up each Address Identifier.
At line 485 changed 2 lines
*If there was an Address set up prior to 2006, and the word 'MAIL' is defined, the mailing address will be used, otherwise the primary address will be used.
*If the Country Code is not Canada or USA, the 2160 T4-EE-MAG-PROV Identifier should be set to 'ZZ-Other'. \\ \\
*If the user has previous Address set up prior to 2005, if the word 'MAIL' is defined, then the mailing address will be used, otherwise the primary address will be used
At line 488 changed one line
__Box - Last line of Employee Address__\\
;Box - Last line of Employee Address:
Printing for distribution of T4 purpose
The last line in the Address Box is used to print the user defined distribution information for users to hand out the T4 forms to the employees
At line 490 changed 8 lines
The last line in the Address Box is used to print the user defined distribution information for users to distribute the T4 forms to employees.
||Seq #||Field Identifier||Field Variable||Suggested Field Variable
|2210 |T4-EE-DISTR|Constant|Blank or 1
|2215 |T4-EE-DESTIN|Constant|Blank or 1
|2220 |T4-EE-DISTR1| |DED.ENTITY_CODE
|2230 |T4-EE-DISTR2| |EID.PERSON_CODE
* If T4-EE-DISTR value = 1 (not null), the distribution will be printed below the employee address and the distribution is visible outside the window envelope.
*Otherwise, the distribution will not be printed.
||Field Identifier||Field Variable||Suggested Field Variable
|T4-EE-DISTR|(constant)|Blank or 1|
|T4-EE-DESTIN|(constant)|Blank or 1|
|T4-EE-DISTR1| |DED.ENTITY_CODE
|T4-EE-DISTR2| |EID.PERSON_CODE
* If the T4-EE-DISTR value = 1 (not null), then the distribution will be printed below the employee address for distribution purposes. The distribution is visible outside the window envelope.
*Otherwise, the distribution will not be printed
At line 499 changed one line
*If T4-EE-DESTIN value = 1, then the employee's pay destination is printed along with T4-EE-DISTR1 and T4-EE-DISTR2.
*If the T4-EE-DESTIN value = 1, then the employee's pay destination is printed along with the T4-EE-DISTR1 and the T4-EE-DISTR2.
At line 501 changed 4 lines
Therefore, the logic for printing the distribution on the T4 form is:\\
If T4-EE-DISTR = 1, the distribution information is printed from:
*The employee's pay destination T4-EE-DESTIN, if defined, such as Department or Pay destination
*Concatenates with the values from T4-EE-DISTR1 and T4-EE-DISTR2 \\ \\
Therefore on T4 form, the logic for printing distribution is:
*If T4-EE-DISTR = 1, then the distribution information is printed from:
**optional employee's pay destination T4-EE-DESTIN if defined, such as Department or Pay destination of the employee
**concatenates with the values from T4-EE-DISTR1 and T4-EE-DISTR2 \\
At line 506 changed one line
__Box 14 - Employment Income__\\
;Box 14 - Employment Income:
At line 508 changed 3 lines
||Seq #||Field Identifier||Suggested Field Variable
|3000 |T4-BOX-14|T4-BOX-14
This is the taxable earnings applicable for federal income tax withheld \\ \\
||Field Identifier||Suggested Field Variable (Element)
|T4-BOX-14||T4-BOX-14
*This is the taxable earnings applicable for federal income tax withheld \\
At line 512 changed one line
__Box 16 - Employee's CPP Contributions__\\
;Box 16 - Employee's CPP contributions:
At line 514 changed 2 lines
||Seq #||Field Identifier||Suggested Field Variable
|3010 |T4-BOX-16|T4-BOX-16
||Field Identifier||Suggested Field Variable (Element)
|T4-BOX-16|T4-BOX-16
At line 519 removed one line
\\
At line 521 changed one line
__Box 17 - Employee's QPP contributions__\\
;Box 17 - Employee's QPP contributions:
At line 523 changed 2 lines
||Seq #||Field Identifier||Suggested Field Variable
|3030 |T4-BOX-17|T4-BOX-17
||Field Identifier||Suggested Field Variable (Element)
|T4-BOX-17|T4-BOX-17
At line 526 removed 3 lines
*The Employer portion of QPP contribution is also retrieved from the IDFDV form, Field Identifier T4-BOX-16-ER
*The QPP Employer contribution is not printed on the T4 form for each employee. It is accumulated into the Total CPP Employer contribution amount and will be reported on the government Magnetic Media Releve 1 file \\
\\
At line 530 changed one line
__Box 18 - Employee's EI Premiums__\\
;Box 18 - Employee's EI Premiums:
At line 532 changed 2 lines
||Seq #||Field Identifier||Suggested Field Variable (Element)
|3040 |T4-BOX-18|T4-BOX-18
||Field Identifier||Suggested Field Variable (Element)
|T4-BOX-18|T4-BOX-18
At line 536 removed one line
\\
At line 538 changed one line
__Box 20 - RPP Contributions__\\
;Box 20 - RPP Contributions:
At line 540 changed 2 lines
||Seq #||Field Identifier||Suggested Field Variable (Element)
|3060 |T4-BOX-20|T4-BOX-20 \\ \\
||Field Identifier||Suggested Field Variable (Element)
|T4-BOX-20|T4-BOX-20
At line 543 changed one line
__Box 22 - Income Tax Deducted__\\
;Box 22 - Income Tax Deducted:
At line 545 changed 2 lines
||Seq #||Field Identifier||Suggested Field Variable (Element)
|3070 |T4-BOX-22|T4-BOX-22 \\ \\
||Field Identifier||Suggested Field Variable (Element)
|T4-BOX-22|T4-BOX-22
At line 548 changed one line
__Box 24 - EI Insurable Earnings__\\
;Box 24 - EI Insurable Earnings:
At line 550 changed 2 lines
||Seq #||Field Identifier||Suggested Field Variable (Element)
|3080 |T4-BOX-24|T4-BOX-24
||Field Identifier||Suggested Field Variable (Element)
|T4-BOX-24|T4-BOX-24
At line 553 changed 4 lines
# There are no insurable earnings. Example: If Box 24 = 0, then Box 24 = blank.
# Insurable earnings are the same as the employment income in Box 14. Example: If Box 24 = Box 14, then Box 24 = blank.
# Insurable earnings are over the EI maximum earnings for the year, from IPCT, Tax Rate Code '011001', EI Annual Maximum Earnings.
Example: If Box 24 >= EI maximum earnings, then Box 24 = Blank.
*# There are no insurable earnings (i.e. if Box 24 = 0, then Box 24 = blank)
*# Insurable earnings are the same as the employment income in Box 14. Example: i.e. if Box 24 = Box 14, then Box 24 = blank
*# Insurable earnings are over the EI maximum earnings for the year from the IPCT form Tax Rate Code '011001' EI Annual Maximum Earnings.
Example: if Box 24 >= EI maximum earnings, then Box 24 = Blank)
At line 558 changed 3 lines
*The derived EI Insurable Earnings are printed according to the IDFDV form set up on RPYEC Summary report.
*The EI Insurable Earnings that are printed on the T4 Form and reported on the Magnetic Media file will be printed on the RPYEC Summary report under the T4-BOX-24-PRT Identifier.
Users should verify the reported EI Insurable Earnings are correct according to the government specifications. \\ \\
*The derived EI Insurable Earnings is printed according to the IDFDV form set up on RPYEC Summary report
*The EI Insurable Earnings that is printed on the T4 Form and reported on the Magnetic Media file will be printed on the RPYEC Summary report under the T4-BOX-24-PRT Identifier.
Users should verify this reported EI Insurable Earnings is correct according to the government specification
At line 562 changed one line
__Box 26 - CPP/QPP Pensionable Earnings__\\
;Box 26 - CPP/QPP Pensionable Earnings:
At line 564 changed 2 lines
||Seq #||Field Identifier||Suggested Field Variable (Element)
|3090 |T4-BOX-26-CPP|T4-BOX-26-CPP \\ \\
||Field Identifier||Suggested Field Variable (Element)
|T4-BOX-26-CPP|T4-BOX-26-CPP
At line 567 changed 2 lines
||Seq #||Field Identifier||Suggested Field Variable (Element)
|3100 |T4-BOX-26-QPP|T4-BOX-26-QPP \\ \\
||Field Identifier||Suggested Field Variable (Element)
|T4-BOX-26-QPP|T4-BOX-26-QPP
At line 570 changed 3 lines
||Seq #||Field Identifier||Suggested Field Variable (Element)
|3110 |T4-BOX-26-EXCEPT|T4-BOX-26-EXCEPT
|3120 |T4-BOX-26-OTHER|T4-BOX-26-OTHER
||Field Identifier||Suggested Field Variable (Element)
|T4-BOX-26-EXCEPT|T4-BOX-26-EXCEPT
|T4-BOX-26-OTHER|T4-BOX-26-OTHER
At line 574 changed 4 lines
*The T4-BOX-26-EXCEPT entry should define the remuneration that are taxable, but not pensionable such as:
**Remuneration paid to an employee while the employee worked in excluded employment, not subject to CPP/QPP
**Amount paid for clergy member's residence from which CPP/QPP is not deducted
**Remuneration paid to Status Indian on reserve where no CPP/QPP is deducted
*The T4-BOX-26-EXCEPT entry should specify the remuneration that are taxable but not pensionable such as:
**remuneration paid to an employee while the employee worked in excluded employment, not subject to CPP
**amount paid for clergy member's residence from which CPP is not deducted
**remuneration paid to Status Indian on reserve where no CPP is deducted
At line 579 changed one line
*The T4-BOX-26-OTHER entry should define the remuneration that are pensionable but not taxable.
*The T4-BOX-26-OTHER entry should specify the remuneration that are pensionable but not taxable
At line 583 changed 2 lines
**Pensionable earnings are the same as the employment income in Box 14. Example: if Box 26 = Box 14, then Box 26 = Blank
**Pensionable earnings are over the CPP/QPP maximum earnings for the year, from IPCT, Tax Rate Code '010101', CPP Annual Maximum Earnings.
**Pensionable earnings are the same as the employment income in Box 14. example: if Box 26 = Box 14, then Box 26 = Blank
*Pensionable earnings are over the CPP/QPP maximum earnings for the year from the IPCT form Tax Rate Code '010101' CPP Annual Maximum Earnings.
At line 587 changed 5 lines
*Otherwise, perform one of the following conditions:
**If Box 14 > Box 26 CPP/QPP earnings:
***Use the T4-BOX-26-EXCEPT Field Identifier entry to obtain the amount for the excepted employment
***The excepted employment amount is then subtracted from Box 14
***If the new Box 14 amount is equal to Box 26 CPP/QPP earnings, this box will be blank, otherwise Box 26 CPP/QPP earnings will be printed.\\
*Otherwise perform one of the following conditions:
**If Box 14 > Box 26 CPP/QPP earnings
***Use the IDFDV T4-BOX-26-EXCEPT Field Identifier entry to obtain the amount for excepted employment
***the excepted employment amount is then subtracted from Box 14
***if the new Box 14 amount is equal to Box 26 CPP/QPP earnings, this box will be blank, otherwise Box 26 CPP/QPP earnings will be printed
**the following conditions are covered by this logic:
***remuneration paid to an employee before age 18 or after age 70 during the year, then this box will be printed
***an employee is being remunerated by excepted employment as specified from "Employer's Guide", this box will be printed
At line 593 removed 4 lines
*The following conditions are covered by this logic:
**Remuneration paid to an employee before age 18 or after age 70 during the year, then this box will be printed.
**An employee is being remunerated by excepted employment as defined from the "Employer's Guide", this box will be printed.
At line 598 changed 5 lines
**For Quebec, if Box 26 QPP earnings > Box 14, Box 26 is always printed
**For all other provinces:
**Use the T4-BOX-26-OTHER Field Identifier entry to obtain the amount for pensionable employment
**The pensionable employment amount is then added to Box 14
**If the new Box 14 amount is equal to Box 26 CPP/QPP earnings, this box will be blank. Otherwise Box 26 CPP/QPP earnings will be printed.
**for Quebec, if Box 26 QPP earnings > Box 14, Box 26 is always printed
**for all other provinces:
**use thw IDFDV T4-BOX-26-OTHER Field Identifier entry to obtain the amount for pensionable employment
**the pensionable employment amount is then added to Box 14
**if the new Box 14 amount is equal to Box 26 CPP/QPP earnings, this box will be blank, otherwise Box 26 CPP/QPP earnings will be printed
At line 604 changed one line
*The derived CPP/QPP Pensionable Earnings are printed according to the IDFDV form set up on the RPYEC Summary report.
*The derived CPP/QPP Pensionable Earnings is printed according to the IDFDV form set up on RPYEC Summary report
At line 606 changed 2 lines
*The CPP/QPP Pensionable Earnings that are printed on the T4 Form will also be printed on the RPYEC Summary report, under the T4-BOX-26-PRT Identifier.
Users should verify the reported CPP/QPP Pensionable Earnings are correct according to the government specifications. \\ \\
*Then the CPP/QPP Pensionable Earnings that is printed on the T4 Form will also be printed on the RPYEC Summary report under the T4-BOX-26-PRT Identifier.
Users should verify this reported CPP/QPP Pensionable Earnings is correct according to the government specification
At line 609 changed one line
__Box 28 - Exempt (CPP-QPP and EI and PPIP)__
;Box 28 - Exempt (CPP-QPP and EI and PPIP):
At line 617 changed 5 lines
||Seq #||Field Identifier
|3130 |T4-BOX-28-CPP-PRT
|3140 |T4-BOX-28-QPP-PRT
|3150 |T4-BOX-28-EI-PRT
|3155 |T4-BOX-28-PPIP-PRT
||Field Identifier||
|T4-BOX-28-CPP-PRT|
|T4-BOX-28-QPP-PRT|
|T4-BOX-28-EI-PRT|
|T4-BOX-28-PPIP-PRT|
At line 623 changed 2 lines
\\
__Box 29 - Employment Code__\\
;Box 29 - Employment Code:
At line 636 changed 3 lines
||Seq #||Field Identifier||
|3160 |T4-BOX-29-PRT|This is used for the XML file only
\\
||Field Identifier||
|T4-BOX-29-PRT|This is used for the XML file only
At line 640 changed one line
__Box 44 - Union Dues__\\
;Box 44 - Union Dues:
At line 642 changed 2 lines
||Seq #||Field Identifier||Suggested Field Variable (Element)
|3180 |T4-BOX-44|T4-BOX-44
||Field Identifier||Suggested Field Variable (Element)
|T4-BOX-44|T4-BOX-44
At line 647 changed one line
**the Union Dues that are printed on T4 Form are also printed on the RPYEC Summary report under the T4-BOX-44-PRT Identifier for user verification \\ \\
**the Union Dues that are printed on T4 Form are also printed on the RPYEC Summary report under the T4-BOX-44-PRT Identifier for user verification
At line 649 changed one line
__Box 46 - Charitable Donations__\\
;Box 46 - Charitable Donations:
At line 651 changed 3 lines
||Seq #||Field Identifier||Suggested Field Variable (Element)
|3190 |T4-BOX-46|T4-BOX-46
\\
||Field Identifier||Suggested Field Variable (Element)
|T4-BOX-46|T4-BOX-46
At line 655 changed one line
__Box 50 - RPP or DPSP Registration Number__\\
;Box 50 - RPP or DPSP registration number:
At line 657 changed 11 lines
||Seq #||Field Identifier||Suggested Field Variable||Suggested Field Variable (Element)
|3200 |T4-BOX-50-REG1|Constant|
|3210 |T4-BOX-50-REG2|Constant|
|3220 |T4-BOX-50-REG3|Constant|
|3230 |T4-BOX-50-REG4|Constant|
|3240 |T4-BOX-50-REG5|Constant|
|3205 |T4-BOX-50-RPP1| |T4-BOX-50-RPP1
|3215 |T4-BOX-50-RPP2| |T4-BOX-50-RPP2
|3225 |T4-BOX-50-RPP3| |T4-BOX-50-RPP3
|3235 |T4-BOX-50-RPP4| |T4-BOX-50-RPP4
|3245 |T4-BOX-50-RPP5| |T4-BOX-50-RPP5
||Field Identifier||Suggested Field Variable||Suggested Field Variable (Element)
|T4-BOX-50-REG1|Constant|
|T4-BOX-50-REG2|Constant|
|T4-BOX-50-REG3|Constant|
|T4-BOX-50-REG4|Constant|
|T4-BOX-50-REG5|Constant|
|T4-BOX-50-RPP1| |T4-BOX-50-RPP1
|T4-BOX-50-RPP2| |T4-BOX-50-RPP2
|T4-BOX-50-RPP3| |T4-BOX-50-RPP3
|T4-BOX-50-RPP4| |T4-BOX-50-RPP4
|T4-BOX-50-RPP5| |T4-BOX-50-RPP5
At line 669 changed 3 lines
*The values from T4-BOX-50-RPP1, T4-BOX-50-RPP2, T4-BOX-50-RPP3, T4-BOX-50-RPP4 and T4-BOX-50-RPP5 are used for comparison.
*The largest value from T4-BOX-50-RPP1, T4-BOX-50-RPP2, T4-BOX-50-RPP3, T4-BOX-50-RPP4 and T4-BOX-50-RPP5 are used and the corresponding T4-BOX-50-REG1, T4-BOX-50-REG2, T4-BOX-50-REG3, T4-BOX-50-REG4 and T4-BOX-50-REG5 are reported
*The T4-BOX-50-PRT Identifier is for the XML file only. There is no need to set this Identifier up. \\ \\
*The values from T4-BOX-50-RPP1, T4-BOX-50-RPP2, T4-BOX-50-RPP3, T4-BOX-50-RPP4 and T4-BOX-50-RPP5 are used for comparison
*The largest value from T4-BOX-50-RPP1, T4-BOX-50-RPP2, T4-BOX-50-RPP3, T4-BOX-50-RPP4 and T4-BOX-50-RPP5 is used and the corresponding
T4-BOX-50-REG1, T4-BOX-50-REG2, T4-BOX-50-REG3, T4-BOX-50-REG4 and T4-BOX-50-REG5 is reported
At line 673 changed 5 lines
__Box 52 - Pension Adjustment__\\
Derived from the IDFDV form
||Seq #||Field Identifier||Suggested Field Variable
|3260 |T4-BOX-52|T4-BOX-52
Box 52 is rounded up to the nearest Dollar. No cents are printed. \\
*The following Identifier from the IDFDV form is for Information Purpose only. There is no need to set this Identifier up
||Field Identifier||
|T4-BOX-50-PRT|This is used for XML file only
At line 679 changed one line
__Box 55 - Employee's PPIP Premiums__\\
;Box 52 - Pension Adjustment:
At line 681 changed 3 lines
||Seq #||Field Identifier||Suggested Field Variable
|3270 |T4-BOX-55|T4-BOX-55
\\
||Field Identifier||Suggested Field Variable (Element)
|T4-BOX-52|T4-BOX-52
*Box 52 is rounded up to the nearest Dollar, no cents are printed.
At line 685 changed one line
__Box 56 - PPIP Insurable Earnings__\\
;Box 55 - Employee's PPIP Premiums:
At line 687 changed 9 lines
||Seq #||Field Identifier||Suggested Field Variable
|3290 |T4-BOX-56|T4-BOX-56
*Box 56 will be blank under one of the following conditions:
*#If there are no insurable earnings. Example: if Box 56 = 0, then Box 56 = blank
*#Insurable earnings are the same as the employment income in Box 14. Example: if Box 56 = Box 14, then Box 56 = blank
*#Insurable earnings are over the PPIP maximum earnings for the year, from IPCT, Tax Rate Code '011201', QPIP Annual Employee Maximum for the Province. Example: if Box 56 >= QPIP maximum earnings, then Box 56 = blank
*The derived PPIP Insurable Earnings is printed according to the IDFDV form set up on the RPYEC Summary report.
*The PPIP Insurable Earnings that are printed on the T4 Form and reported on the Magnetic Media file will be printed on the RPYEC Summary report under the T4-BOX-56-PRT Identifier. Users should verify the reported PPIP Insurable Earnings are correct according to the government specifications.
\\
||Field Identifier||Suggested Field Variable (Element)
|T4-BOX-55|T4-BOX-55
At line 697 changed one line
__Box - Other Information__\\
;Box 56 - PPIP Insurable Earnings:
DDerived from the IDFDV form
||Field Identifier||Suggested Field Variable (Element)
|T4-BOX-56|T4-BOX-56
*This box will be blank under one of the following conditions:
*#There are no insurable earnings (if Box 56 = 0, then Box 56 = blank)
*#Insurable earnings are the same as the employment income in Box 14 (if Box 56 = Box 14, then Box 56 = blank)
*#Insurable earnings are over the PPIP maximum earnings for the year from the IPCT form Tax Rate Code '011201' QPIP Annual Employee Maximum for the province (if Box 56 >= QPIP maximum earnings, then Box 56 = blank)
*The derived PPIP Insurable Earnings is printed according to the IDFDV form set up on the RPYEC Summary report
*The PPIP Insurable Earnings that is printed on the T4 Form and reported on the Magnetic Media file will be printed on the RPYEC Summary
report under the T4-BOX-56-PRT Identifier. Users should verify this reported PPIP Insurable Earnings is correct according to the government specification
;Box - Other Information:
At line 699 changed 5 lines
||Seq #||Field Identifier||Suggested Field Variable
|4nnn|OTHER-nn|T4-BOX-OTH-nn
*Up to 6 footnote codes can be printed on each T4 form
*If there are more than 6 footnote codes to be reported, subsequent T4 form will be produced
*The subsequent T4 slip numeric boxes will be blank. The employee's demographic information will be printed along with the footnote codes.
||Field Identifier||Suggested Field Variable (Element)
|OTHER-nn|T4-BOX-OTH-nn
*Up to 6 footnotes can be printed per T4 form
*If there are more than 6 footnotes to be reported, then a second or third T4 slip will be produced
*The second or third T4 slip numeric boxes will be blank, the employee's demographic information will be printed along with the footnote codes
At line 705 changed 2 lines
!!Magnetic Media File - Government XML file
!IDIF - T4 Government XML File layout
!!Magnetic Media - Government XML file
!IDIF - T4 Govt XML File layout
At line 708 changed 3 lines
The government XML file layouts are provided by the government on their web site each year. High Line uses the IDIF form to define the government file as specified, in an xml format. \\ \\
High Line delivers the IDIF form layout using Seed data along with the Year End release. Users do not need to modify this form
*The government xml file layouts are provided by the government on their web site each year
At line 712 changed one line
Users must run the RPYEC and RPGRC processes to generate the Magnetic Media file in the government XML file format. Please refer to the 'Government Reporting Procedures, Sequence' section that describes how the process is run.
*The IDIF form is used to define the government file in an xml file format
At line 683 added one line
*The IDIF layout is provided with the Year End software. Users do not need to set up this form SEED_IDIF_HL$CAN_T4_CCYY.sql
At line 715 changed 4 lines
!Validating the Govt XML File
%%warning IMPORTANT: The government requires users to validate the government XML file according to the downloaded government XML schema, using a validating parser prior to sending the file to the government.%%
\\
A validating parser tool from any third party will perform the following checks on the government XML file generated by RPGRC: \\
* Users must run the RPYEC and RPGRC processes to generate the Magnetic Media file in the govt xml file format. Please read PR_CAN_Govt_Reporting_2016_eP.doc Government Reporting Sequence that describes the process to be run
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# Verify the government XML file is properly created according to the XML syntax rules, such as the file is well formed, no missing xml tags, etc.
# Verify the government XML file conforms to the schema downloaded from the government web site.
%%warning IMPORTANT: The government requires users to validate the govt xml file according to the downloaded government xml schema using a validating parser prior to sending to the government. Please read PR_CAN_Govt_Reporting_2013_P2K.doc for xml file validation.%%
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Validating parser software is NOT provided by High Line. Organizations can use any third party validating parser tool.
High Line uses the XML SPY Home edition tool to validate the T4 and T4A xml files.
!!Electronic T4 Print Program
!Consent
The Canadian Government does not require employees to provide consent. As such, employees do not have to give consent in order to get their T4 forms online and the Electronic Consent logic has been removed. \\ \\
Organizations can now print the forms for selected employees using the new report parameter 'Status Type' and other existing report filters.
Organizations can control the years the T4 forms are available for employees to print, by setting the EE_T4_GVT_RUN Preference on the IMST form.
!Employee T4’s – RET4 and BET4
The BET4 will produce current year T4’s only – if you’d like your employees to be allowed to print prior years, RET4 can be utilized – i.e. label the menu “T4 History”. The BET4 output of the T4 form will be in a pdf format. \\
These functions can be added to the employee pay menu – or take advantage of the “Quick Links” to make this even easier.
!Setup/Implementation
__IMST__
Users must set up the EE_T4_GVT_RUN Preference with the values of the GVT Run Numbers that contain the information for the employee’s T4s (from the RPYEC run) on the IMST form, Preference tab. \\
The GVT Run numbers must be entered with comma separators and no spaces, such as 1234,3333,4567. \\ \\
__Setup – RET4__\\
For RET4 2019:
# Run RPYEC
# RPGRC – note the gvt run# and the _HL.xml
# Ensure that the _HL.xml is on the directory used for both RPGRC and RPT4W
#IMST – set up the gvt run# that exists on the _HL.xml on the EE_T4_GVT_RUN preference
#RPT4W – use the _HL.xml and fill in with the same directory, data should be populated in the UT tables and show on the T4 form
#RET4 will default with 2019 and then launch
\\
For RET4 2018 and previous years
# Do NOT run RPYEC
# Do NOT run RPGRC – but note the 2018 _HL.xml and take note of the gvt run# from this file
#Ensure that the 2018 _HL.xml is on the directory used for RPT4W
#IMST – set up the gvt run# that exists on the 2018 _HL.xml on the EE_T4_GVT_RUN preference
#RPT4W – use the 2018 _HL.xml and fill in with directory that has the 2018 _HL.xml file, data should be populated in the UT tables and show on the T4 form
#RET4 will default with 2019, type in 2018 and then launch
__Setup – BET4__\\
For organizations that wish to use the BET4 process, the implementation steps below must be followed:
#The new function “BET4” MUST be added to the appropriate menu and provide execution rights to respective role and/or user
#The ‘T4_GVT_RUN’ lexicon is used to identify the government runs that will be available to the user, to select and print their T4 forms. Organizations should always maintain this record to ONLY have the official government run record.
*To update the lexicon, on the IMLN form, for the Lexicon Name ‘T4_GVT_RUN’, enter a unique value in the ‘Saved Value’ field, such as '01' and enter the Government Run number in the ‘Displayed’ value field.
This page (revision-70) was last changed on 19-Oct-2022 20:29 by Karen ParrottTop