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This page was created on 26-Nov-2021 10:22 by kparrott

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70 19-Oct-2022 20:29 46 KB Karen Parrott to previous
69 26-Nov-2021 10:22 47 KB Karen Parrott to previous | to last
68 26-Nov-2021 10:22 46 KB Karen Parrott to previous | to last
67 26-Nov-2021 10:22 46 KB Meg McFarland to previous | to last
66 26-Nov-2021 10:22 46 KB Meg McFarland to previous | to last
65 26-Nov-2021 10:22 46 KB Meg McFarland to previous | to last
64 26-Nov-2021 10:22 46 KB Meg McFarland to previous | to last
63 26-Nov-2021 10:22 46 KB Meg McFarland to previous | to last
62 26-Nov-2021 10:22 45 KB kparrott to previous | to last
61 26-Nov-2021 10:22 45 KB kparrott to previous | to last

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
__New for 2018__ \\
An amendment reason explanation tag has been added at the Summary level for the following form types: T4, T4A, T4A-NR, T4RSP, T4RIF, T4E, T4AP, T4OAS, T1204, PRPP, T5, T5007, T5008, T5013, T5018, T3, NR4, TFSA, RRSP. The tag is not mandatory and is intended allow a filer to provide a brief explanation for the amendments within the file up to 1309 characters.
At line 12 added one line
[Employer's Guide - Filing T4 Slip and Summary 2017 (RC4120)|http://www.cra-arc.gc.ca/E/pub/tg/rc4120/rc4120-17e.pdf
At line 12 changed 4 lines
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]
\\ \\
For 2017-2018 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.
%%warning For Oracle reports, users 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 17 changed 2 lines
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]
The 2017 T4 Government XML File layout has no changes for this reporting year.
Please download CRA 2017 XML Schema from:
https://www.canada.ca/en/revenue-agency/services/e-services/filing-information-returns-electronically-t4-t5-other-types-returns-overview/t619-2018/t4-2018.html
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]
\\
*[IDIF] screen has implemented the 2017 xml schema format.
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$CAN-T4-YYYY
\\ \\
!!T4A
Employers’ Guide – Filing the T4A Slip and Summary \\
[https://www.canada.ca/en/revenue-agency/services/forms-publications/forms/t4a.html]
\\ \\
!T4A Form
T4A Form
For 2017 reporting, the T4A(17) Form Layout is used.
https://www.canada.ca/content/dam/cra-arc/migration/cra-arc/E/pbg/tf/t4a/t4a-17e.pdf
At line 39 changed 2 lines
For the current year reporting, the T4A Form Layout is used. \\
[https://www.canada.ca/en/revenue-agency/services/forms-publications/forms/t4a.html]
The latest T4A form (17) has no changes in alignment from last year’s form.
At line 43 changed one line
There are no changes for the 2020 T4A Government XML File layout \\
The 2017 T4A Government XML File layout has minor changes for this reporting year.
* New tag added for Adult Basic Education Assistance (T4A slip, code 196): <abe_tuit_ast_amt>
* This new T4A code 196 is also added to the IDFD definition for T4A-2016, NEW IDFD seq#4597
At line 45 changed 2 lines
Please download CRA XML Schema from: \\
[https://www.canada.ca/en/revenue-agency/services/e-services/filing-information-returns-electronically-t4-t5-other-types-returns-overview/filing-information-returns-electronically-t4-t5-other-types-returns-file.html#stp2]
Please download CRA 2017 XML Schema from:
https://www.canada.ca/en/revenue-agency/services/e-services/filing-information-returns-electronically-t4-t5-other-types-returns-overview/t619-2018/t4a-2018.html
At line 48 changed 2 lines
\\ \\
The IDIF form is configured for the Current Year xml schema format.
The IDIF form is configured for the 2017 xml schema format.
At line 51 changed one line
__IDFDV Form__\\IDFD and IDFDV new form definition HL$CAN-T4A-YYYY
!T4ANR Form
For 2017 reporting, the T4ANR (16) Form Layout is used.
http://www.cra-arc.gc.ca/E/pbg/tf/t4a-nr/t4a-nr-16e.pdf
At line 46 added 4 lines
!NR4 Form
For 2017 reporting, the NR4 (17) Form Layout is used.
https://www.canada.ca/content/dam/cra-arc/migration/cra-arc/E/pbg/tf/nr4/nr4-17e.pdf
At line 51 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 the 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 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 YTD according to the 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 the Government Reporting tables in the database
# 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 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 any exceptions
#* Generates the High Line XML file to feed into the Form print programs 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 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 programs RPT4, RPT4A, RPRL1
#* Prints grand totals to balance to the RPGRC grand totals
# UPGRUNDO - Allows 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 changed 2 lines
__IDFDV__
* Set up the Form and File Definition with your user information \\ \\
!!IDFD Form Definition
At line 76 changed 2 lines
__RDFD__
* Print the Form and File Definition from the IDFD and IDFDV forms \\ \\
!IDFD - Form Code HL$CAN-T4-YYYY (where YYYY is the current reporting year)
The IDFD form provides on-line help and updates to the T4 definitions. This form defines the default values for users to enter in the IDFDV form.
At line 79 changed 4 lines
__IDIF__
* High Line supplied government Magnetic Media file layout
* The information on this form is provided by High Line using a script.
* Users only need to execute the script to load the most current information. \\ \\
High Line provides seed data scripts to our clients with the Year End software release to load in the IDFD Form Code SEED_IDFD_HL$CAN_T4_YYYY.sql.
At line 84 changed 2 lines
__RDIF__
* Print the government Magnetic Media file layout from the [IDIF] form \\ \\
* It is not necessary to maintain this form, unless instructed to do so by High Line.
At line 87 changed 8 lines
__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 \\ \\
* This seed data script is a re-runable script, it will not erase the IDFDV set up of the same Form Code.
At line 96 changed 2 lines
__IPGR__
* View data by GVT Run Number after the RPYEC process is run \\ \\
!!IDFDV Form Definition
At line 99 changed 3 lines
__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' \\ \\
!IDFDV - Form Code HL$CAN-T4- YYYY\\ (where YYYY is the current reporting year)
After the HL$CAN-T4- YYYY 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:
# On the IDFDV form, 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" toggles to ON. This will copy the variables set up from the previous year to the current year for the same Field Identifier name.
At line 103 changed 8 lines
__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
T4 Form Definition Variables
Use the Variable Definition (IDFDV) form to enter the variable data needed to complete the printing of T4’s. \\
At line 112 changed 5 lines
__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\\ \\
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 High Line. In this form, users define where, in their particular set up, each required field of data is to be retrieved from.
At line 118 changed 3 lines
__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\\ \\
Example: Users can reference pay components, elements, database items, etc. For more information regarding the possible sources, refer the Field Descriptions table below. \\
At line 122 changed 3 lines
__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
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 ‘Employer’s Guide – Filing T4 Slip and Summary 2017 (RC4120)’ prior to setting up IDFDV form.
At line 119 added one line
For more information on this process, please refer to the Canadian 2017 YE Training Manual.
At line 127 changed 4 lines
!!IDFD Form Definition
!IDFD - Form Code HL$CAN-T4-YYYY
(YYYY is the current reporting year) \\ \\
The IDFD form provides on-line help and updates to the definition of T4s. This form defines the default values for users to enter on the IDFDV form. \\
!HL$CAN-T4-YYYY Form Variables
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$CAN_T4_YYYY.sql.
;IDFD FORM:HL$CAN-T4-YYYY - supplied by system
;IDFD FORM TYPE:CDN T4 Definition - indicate the T4 definition is used
At line 134 changed 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.
||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
|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
|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 = 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')
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!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. \\ \\
If a user has a complex situation to exclude an employee, a statistic can be used to indicate the employee is excluded. \\ \\
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!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. \\ \\
Example: An employee is excluded when they work in certain groups or with certain hours. Users can keep track of this by using a STAT CODE. If an employee is to be excluded, then set the STAT CODE value to 1.00.
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Example: Users can reference pay components, elements, database items, etc. For more information regarding the possible sources, refer the Field Descriptions table below. \\
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 employee
* Derivation Expression = decode(~,1,'Y','N')
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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. \\
__Employee Primary Address and Mailing Address__
If users want to use the employee Primary Address for reporting, the Identifiers 2100 – 2170 do not need to be set up. Leave these Identifiers blank and the system will use the Primary Address as the default. \\ \\
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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] \\
If users want to use the employee "Mailing Address" for reporting, the following Identifiers need to be set up:
||Seq||FieldIdentifier||Description||Field Variable
|1220|T4-EE-ADDR1|Employee Address Line 1|MAIL
|1230|T4-EE-ADDR2|Employee Address Line 2|Blank
|1240|T4-EE-ADDR3|Employee City|Blank
|1250|T4-EE-ADDR4|Employee Province|Blank or constant NAME
|1260|T4-EE-ADDR5|Employee Country|Blank or constant NAME
|1270|T4-EE-POSTAL|Employee Postal Code|BLANK
|1280|T4-EE-MAG-PROV|Employee Prov for Mag File|Blank
|1290|T4-EE-MAG-CNTRY|Employee Country for Mag File|Blank
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!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.
* The Reference Text field will guide the user to setup each Address Identifier.
* If the mailing address for the employee is not defined on the IEPI form, the primary address on IEPI will be used.
* If there was an Address set up prior to 2006, and the word MAIL is defined, then the mailing address will be used, otherwise the primary address will be used.
* If the Country Code is not Canada or USA, then 2160 T4-EE-MAG-PROV Identifier should be set to ZZ – Other.
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__For both Primary Address and Mailing Address set up:__
Identifiers 2130, 2140 are used for printing on the government forms.
* For Identifier 2130, users can specify to print PROV NAME.
* For Identifier 2140, users can specify to print COUNTRY NAME.
* If blank, PROV CODE or COUNTRY CODE will be printed as the default for mailing purposes.
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!IDFDV T4 Form Code Identifiers
Identifiers 2160, 2170 are used for Magnetic Media filing. Users do not need to set these up, the PROV CODE and COUNTRY CODE are used as the default.
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IDFD FORM: HL$CAN-T4-YYYY - supplied by system
IDFD FORM TYPE: CDN T4 Definition - defines the T4 definition is used
For the Employee Mailing Address and the Employee Address, users can use the primary address or the mailing address, derived from the IDFDV form.
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[{InsertPage page='IDFDV_Form_Definitions_CDN T4'}]
!!Generate GVT Run for T4
!RPYEC - Cdn Year End Summary Report - Selection Criteria
This report extracts information from YTD records according to the FORM CODE on IDFDV and produces the Summary Total Report by government registration.
This process also stores the results by GVT Run Number for each employee in the Government Reporting tables.
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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.
;Form Code:Enter HL$CAN-T4-YYYY for current reporting year
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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') \\ \\
Please enter other prompts appropriately.
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__NOTE__: Use UPPER(~) to convert an alphanumeric field to compare all upper case letters.\\ \\
__Notes for RPYEC__
* Each RPYEC run generates one GVT Run (Government Run Number)
* All employees processed by the RPYEC run belong to this GVT Run Number
* At end of RPYEC, the Government Reporting Statistics are printed with the GVT Run Number generated
* After RPYEC is run, users can go into the IPGR (Government Run) form to view the details by GVT Run number
* From the IPGR form, users can pop into an employee’s detail government reporting information on the IPGH (Government Header) form, by double clicking on the employee line.
* Alternately, users can go directly to IPGH (Government Header) inquiry form by employee
* Users can generate many RPYEC runs for different sets of employees. This generates multiple GVT Run numbers. Users can run one RPGRC (Government Reporting) run to pick up all GVT Runs to generate one print form file for printing and one government interface file
* Employee Government Header information can be re-generated by subsequent RPYEC runs if the Government Header has not been filed to the government
* At the end of each run, RPYEC removes any GVT Run Number that does not have GVT Header associated with it
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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. \\
__Canadian Government Reporting - RPGRC__
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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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')
\\
!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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!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.
Please enter other prompts appropriately.
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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
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 T4s by the RPT4 process.
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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. \\
!!Form Print Selection Criteria
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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.
!RPT4 - Selection Criteria
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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
For Oracle Reports, before running any reports, users must define the Destination Format as PDF on the Run Options tab.
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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.
Users should run all Government Form Print programs, such as RPT4, RPT4A, RPT4ANR, RPNR4, RPRL1, RPRL2 with this setting.
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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.
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, the users will 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.
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* T4 slips are printed in alphabetical order by the employee's Surname, First Name, within a government registration number.
!RPT4 Report Parameters
This section is used for both Oracle and Windward report versions
||Field||Description
|Print T4 Copy|Defines if the Employer or Employee copy will be printed.
|Exception Level|Defines the level of detail on the exception report. Users should always run with 'Exception Only' unless for needed for tracing
|Duplicate/Amended|Optional. Defines the text to print on the T4 form to indicate if it is a 'Duplicate' or an 'Amended' copy. \\There are two ways to print Duplicate or Amended T4 forms, please read below.
|Test Form Set-Up|Optional\\Defines if RPT4 shouldprint the actual T4s, or to print a sample of the T4 form to find out the correct page set up for the printer.\\ \\Since each Printer's Page Set Up margin varies differently, each time a user is printing the T4 forms on a different Printer, the user should do a Printer Set up test.
|Trial Print only|Optional\\When set to YES, will produce a report for verification purposes only.\\ \\In non-trial mode, RPT4 updates the GVT Headers Govt Print Stage of the run.
|Show T4 Form|Optional\\Allows users the option to print the T4s form image on the background for testing purposes only. Default is NO. \\ \\When users are running RPT4 for the actual T4 form printing, __DO NOT__ set this toggel to ON.
|User Comment|Optional\\Users can enter a comment to print on the heading of the report
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* The font size for printing T4 slips is the standard 10 or 12 character per inch font, character mode.
!RPT4 Report Parameters(* Oracle Report Only)
|Directory Name|Defines the directory where the file will be saved. Must be the same as the RPGRC run.
|XML File Name|Defines the xml file name that is generated from RPGRC with the _HL.xml extension.
|Slips Per Segment|Optional\\Users are no longer required to send in T4 Segments when filing less than 500 slips on paper forms, however, users have the option 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 define this field
|Adjust Top Margin|Optional\\Defines the adjustment spacing for the Top Margin when printing the T4 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, 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, re-run RPT4 by entering the 'Between Form Space'. From Lexicon [Between Form Space|X_BTWN_FORM_SPACE]
|Show Frame (Test Only)|Used when 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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* 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.
||Report Filters||
|GVT Run (WW only)|Mandatory when running Windward RPT4 reports only. This is __not used__ for Oracle RPT4 reports.
|Person Code|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.
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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.
%%information For Oracle reports only, 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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* 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.
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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* The T4 slip has an "Other Information" area to report up to 6 footnote codes and amounts for each 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's 'Print Format' is based on the Government published T4 (15) Form. If you are using other versions of the T4 form, such as T4(14), 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.
High Line will support the latest version of the government published form at time of programming and inform users of the form version being used. High Line recommends using the same form version as the RPT4 program.
If a user receives, or is using, a different version of the form, and the RPT4 program does not align properly with the form, users should re-order the correct form from the government that is the same as the RPT4 program.
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* The numeric fields are lined up with the decimal.
* The RPT4 Form Print program prints all information generated by the RPGRC _HL.xml file, according to the selection criteria.
* If an employee has multiple footnotes codes to be reported, each T4 Form is printed with 6 footnotes until all footnotes are printed.
* 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.
* Users must run RMEX with the RPT4 Mex ID to obtain the summary and grand totals to balance to the RPYEC Summary report.
* The RPT4 summary and grand totals are accumulated for the boxes shown on the T4 Form. The footnotes are not totaled.
* Users should verify the RPT4 Boxes balance to the RPYEC report.
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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
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.
Typically, the problem is because of an invalid directory or file name.
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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.
__Laser Form Printing__
When printing T4 forms using the Laser forms, users are required to print the Employer Copy and Employee Copy of the T4s.
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!!Generate GVT Run for T4
[{InsertPage page='RPYEC'}]
* When RPT4 is run, the "Print T4 Copy" parameter defines if the Employer or the Employee Copy should be printed.
* Users must run RPT4 twice; once to print the Employer Copy, and once to print the Employee Copy
* Employer Copy T4 forms:
** 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.
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[{InsertPage page='RPGRC'}]
* Employee Copy T4 forms:
** 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
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!Duplicate Copies
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!!Form Print Selection Criteria
If an employee loses their T4 form, the employee can request the employer to issue a Duplicate Copy' of their original T4 or T4A form to replace the lost or destroyed forms.
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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.__\\
To issue Duplicate Copies:
# Go to the IPGH form for the employee and highlight the form to be duplicated.
** Change the Print Stage to '11-Duplicate requested.
** Click Save
** Repeat for all employees who have requested duplicate copies.
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Once the year-to-date information is correct, run the RPT4W report to print the T4 Forms.
# 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 11 – Duplicate requested and generates the HL xml file for the Form Print RPT4 and RPT4A programs
** There is no need to generate a govt xml file for duplicate forms. Users do not need to enter the Govt Interface Format definition for RPGRC
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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
# Run RPT4 or RPT4A to print the duplicate forms
** Run the Form Print RPT4, RPT4A, ect. programs to read HL xml file from RPGRC to print the 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 12 – Duplicate Printed
** Users can re-run the Form Print program for the Employee Copy or the Employer Copy from the same HL xml file. The GVT Header stage will be updated to 12 – Duplicate Printed depending on the 'Trial Print Only' field setting.
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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.
!Amended Copies
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If a user discovers erroneous box information on the T4 form and needs to revise the Box information, users may need to either correct the employee amounts or modify the IDFDV set up, then re-run the RPGRC and RPT4 processes.
This produces the '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
To issue Amended copies:
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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
# Update the employee’s YTD information through payroll.
# Check the IDFDV set up and revise the box information, if necessary
# 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 ON, for the RPYEC process
## Users can set the Retain Amend/Reject Form to ON, 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
# Run RPGRC with the GVT Form Option set to Amended Forms
## Do not set the Trial Print Only toggle to ON, for the RPGRC process
## The RPGRC process will retrieve all GVT Headers with the Print Stage set to Amend, File not Created and generates the HL xml file for the RPT4 print program.
## 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
# Run RPT4 to print the Amended forms.
## When the 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 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 RPT4, such as CANCEL COPY or ORIGINAL COPY.
## At the end of the RPT4 run in non-trial mode, the GVT Header Stage will be updated with either the DUPLICATE or AMENDED stage.
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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.
!RPTR Void Forms`
* After the T4 slips are printed, the RPT4 process will generate an intermediate Summary Total on the RMEX report
* Users will bundle the Summary Total with the current year T4 slips to send to the government
* If an employee requires more than one T4 form, and this employee’s T4 information is split between 2 summaries, then this employee’s T4 information will be printed on the first Summary Total. Consequently, there may be more T4 slips on the Summary.
* When the last T4 form is printed for the first Summary, if the last T4 information prints on the TOP T4 slip, the BOTTOM T4 slip will be VOIDED so users can separate the T4 slips by Summary.
* When RPT4 is run, if there is more than one Government Registration Number from IDGR;
** The T4 forms will be sorted by Government Registration Numbers
** RPT4 will generate totals for each Government Registration Number on the RMEX report.
* When the last T4 form is printed for the first Government Registration Number, if the last T4 information prints on the TOP T4 slip, the BOTTOM T4 slip will be VOIDED so users can separate the T4 slips by Government Registration Number.
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!!Processing
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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.__ \\
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The RPT4W Program Print Format is based on the Government published T4 (19) Form. \\ \\
!T4 Processing
Users can print a specific province, or all provinces. If all provinces are to be printed, a T4 will be generated for each province that an employee has worked in.
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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.
T4 slips are printed by government registration number, then in alphabetical order by the employee SURNAME, FIRST NAME.
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!Form Printing
When printing T4 forms, users are required to print the Employer Copy and Employee Copy of the T4s.
If an employee is paid by multiple government registrations, then multiple T4 slips are produced, by government registration number, for the employee.
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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.
The font size for printing T4 slips is the standard 12 character per inch font, character mode.
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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
Negative (credit) amounts are never allowed for T4 reporting. Therefore if negative amounts are encountered, an exception message is displayed and the user must resolve the negative amount and re-run the process.
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!Duplicate Copies
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.
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If an employee loses their T4 Form, organizations can issue a duplicate copy of the T4 form.
Users can sort inactive and active employees so inactive employees are printed separately for mailing purposes.
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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 the Employment Status is A (Active) then the employee is considered Active, otherwise the employee is considered inactive.
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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 slip has an "Other Information" area to report up to 6 footnote codes and amounts for each form.
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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.
If there are more than 6 footnote codes to be reported, then subsequent T4 slips are generated until all footnote codes have been printed.
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!Amended Copies
The subsequent T4 slips 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.
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.
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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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 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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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
The numeric fields are lined up with the decimal place.
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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
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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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.
Users __MUST__ run the RMEX report for the Mex ID of the RPT4 run to print the T4 grand totals to verify all records are printed.
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!!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.
!T4 Slip Print Distribution
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!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
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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.
If T4-EE-DISTR value = 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.
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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 T4-EE-DESTIN value = 1, the employee's pay destination will be printed along with T4-EE-DISTR1 and T4-EE-DISTR2.
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!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.
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__Box - Year__\\From user defined Calendar Year YYYY \\ \\
;Box - Year: From user defined Calendar Year YYYY
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__Box - Employer's Name and Address__\\
;Box - Employer's Name and Address:
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||Seq #||Field Identifier||Description||Field Variable
||Seq||Field Identifier||Description||Field Variable
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*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 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 2160 T4-EE-MAG-PROV Identifier should be set to 'ZZ-Other'.
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__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 the employee's Group IDGR form\\ \\
When users are printing the 'Employee Copy', Box 54 is not printed.
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__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
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__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
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* If a SIN number does not exist, leave this field blank. \\ \\
* If a SIN number does not exist, leave this field blank.
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__Box - Employee's name__ \\
;Box - Employee's name:
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||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
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__Box - Employee's address__\\
;Box - Employee's address:
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||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
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*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 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'.
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__Box - Last line of Employee Address__\\
;Box - Last line of Employee Address:
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||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
||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
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*Concatenates with the values from T4-EE-DISTR1 and T4-EE-DISTR2 \\ \\
*Concatenates with the values from T4-EE-DISTR1 and T4-EE-DISTR2
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__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
|T4-BOX-14||T4-BOX-14
This is the taxable earnings applicable for federal income tax withheld \\
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__Box 16 - Employee's CPP Contributions__\\
;Box 16 - Employee's CPP Contributions:
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||Seq #||Field Identifier||Suggested Field Variable
|3010 |T4-BOX-16|T4-BOX-16
||Field Identifier||Suggested Field Variable
|T4-BOX-16|T4-BOX-16
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\\
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__Box 17 - Employee's QPP contributions__\\
;Box 17 - Employee's QPP contributions:
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||Seq #||Field Identifier||Suggested Field Variable
|3030 |T4-BOX-17|T4-BOX-17
||Field Identifier||Suggested Field Variable
|T4-BOX-17|T4-BOX-17
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\\
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__Box 18 - Employee's EI Premiums__\\
;Box 18 - Employee's EI Premiums:
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||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
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\\
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__Box 20 - RPP Contributions__\\
;Box 20 - RPP Contributions:
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||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
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__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
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Users should verify the reported EI Insurable Earnings are correct according to the government specifications. \\ \\
Users should verify the reported EI Insurable Earnings are correct according to the government specifications.
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__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
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*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.
**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.
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Users should verify the reported CPP/QPP Pensionable Earnings are correct according to the government specifications. \\ \\
Users should verify the reported CPP/QPP Pensionable Earnings are correct according to the government specifications.
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
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__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:
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||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 670 changed 2 lines
*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 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.
At line 673 changed one line
__Box 52 - Pension Adjustment__\\
;Box 52 - Pension Adjustment:
At line 675 changed 3 lines
||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. \\
||Field Identifier||Suggested Field Variable
|T4-BOX-52|T4-BOX-52
*Box 52 is rounded up to the nearest Dollar. No cents are printed.
At line 679 changed one line
__Box 55 - Employee's PPIP Premiums__\\
;Box 55 - Employee's PPIP Premiums:
At line 681 changed 3 lines
||Seq #||Field Identifier||Suggested Field Variable
|3270 |T4-BOX-55|T4-BOX-55
\\
||Field Identifier||Suggested Field Variable
|T4-BOX-55|T4-BOX-55
At line 685 changed one line
__Box 56 - PPIP Insurable Earnings__\\
;Box 56 - PPIP Insurable Earnings:
At line 687 changed 3 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:
||Field Identifier||Suggested Field Variable
|T4-BOX-56|T4-BOX-56
*Boc 56 will be blank under one of the following conditions:
At line 695 removed one line
\\
At line 697 changed one line
__Box - Other Information__\\
;Box - Other Information:
At line 699 changed 2 lines
||Seq #||Field Identifier||Suggested Field Variable
|4nnn|OTHER-nn|T4-BOX-OTH-nn
||Field Identifier||Suggested Field Variable
|OTHER-nn|T4-BOX-OTH-nn
At line 706 changed one line
!IDIF - T4 Government XML File layout
!IDIF - T4 Govt XML File layout
At line 708 changed one line
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. \\ \\
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. \\
At line 710 changed one line
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 IDIF layout is provided by High Line with the year end software (SEED_IDIF_HL$CAN_T4_YYYY). Users do not need to modify this form.
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.
Users must run the RPYEC and RPGRC processes to generate the Magnetic Media file in the government XML file format. Please refer 'Government Reporting Procedures, Sequence' section that describes how the process is run.
At line 814 added one line
%%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.
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%%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: \\
A validating parser tool from any third party will perform the following checks on the government XML file generated by RPGRC:
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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.
1. 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.
2. Verify the government XML file conforms to the schema downloaded from the government web site.
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!!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.
!!Electronic T4 Print Facility
Employees can consent, or withdraw their consent, to print their T4 form through Self Service.
If an employee chooses to receive electronic T4 forms, they must enter their consent in the My T4 Consent form (WEPT4). \\ \\
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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.
To print their T4, employees must run the RET4 process and select the Reporting Year they want to print. The output of the T4 will be in a pdf format. \\ \\
If an employee has chosen to receive electronic T4 forms, using either the consent form WEPT4 or IEPT4, a paper copy is NOT printed during the RPT4 T4 printing process. \\ \\
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!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. \\
Organizations can:
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These functions can be added to the employee pay menu – or take advantage of the “Quick Links” to make this even easier.
* Manage the consent for employees to receive electronic T4 forms using the Maintain Employee T4 Consent form (IEPT4).
* Control the years that T4 forms are available for employees to print, by setting a Preference on the IMST form, as below.
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__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. \\
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.
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The GVT Run numbers must be entered with comma separators and no spaces, such as 1234,3333,4567. \\ \\
The GVT Run numbers must be entered with comma separators and no spaces, such as 1234,3333,4567).
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__Setup – RET4__\\
For RET4 2019:
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# 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