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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 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.
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.
At line 9 changed one line
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.
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.
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*[IDIF] screen has implemented the 2017 xml schema format.
* The [IDIF] form is configured for the 2017 xml schema format.
At line 35 changed one line
* This new T4A code 196 is also added to the IDFD definition for T4A-2016, NEW IDFD seq#4597
* This new T4A code 196 is also added to the IDFD definition for T4A-2016, New IDFD seq#4597
At line 54 removed 34 lines
#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 54 added 3 lines
__RPREGT__
* Produce YTD Register
* For the ‘Provide Totals By’ parameter, select ‘Fed Regist Number’ \\ \\
At line 58 added 61 lines
__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 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 RPT4, RPT4A, RPRL1 etc. to print the 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 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 93 changed one line
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.
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 127 added one line
* This seed data script is re-runable, it will not erase the IDFDV set up of the same Form Code.
At line 99 removed 2 lines
* This seed data script is a re-runable script, it will not erase the IDFDV set up of the same Form Code.
At line 103 changed 2 lines
!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:
!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:
At line 107 changed 2 lines
# 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.
# 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. \\ \\
At line 110 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. Users define where, in their organization's particular set up, each required field of data will be retrieved from.
!T4 Form Definition Variables
The Variable Definition (IDFDV) form is used to enter the variable data needed to complete the printing of T4’s. Users define where, in their organization's particular set up, each required field of data will be retrieved from. \\
At line 113 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 High 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 High Line. \\
At line 117 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 ‘Employer’s Guide – Filing T4 Slip and Summary 2017 (RC4120)’ prior to setting up IDFDV form.
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 2017 (RC4120)’ prior to setting up IDFDV form.
At line 119 removed one line
For more information on this process, please refer to the Canadian 2017 YE Training Manual.
At line 121 changed one line
!HL$CAN-T4-YYYY Form Variables
!IDFDV Form Variables
At line 123 changed 2 lines
IDFD FORM:HL$CAN-T4-YYYY - supplied by system
IDFD FORM TYPE:CDN T4 Definition - indicate the T4 definition is used
IDFD FORM: HL$CAN-T4-YYYY - supplied by system
IDFD FORM TYPE: CDN T4 Definition - defines the T4 definition is used
At line 128 changed one line
|T4-ER-NAME2|Employer Name - Line 2|Data Base Column|DED.ENTITY_NAME, optional
|T4-ER-NAME2|Employer Name Line 2|Data Base Column|DED.ENTITY_NAME, optional
At line 242 changed one line
|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
| |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
At line 264 changed one line
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. \\
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. \\
At line 266 changed 3 lines
* For the EXCLUDE-EE Identifier, set up the following:
** Field variable = EASD.ASSIGNMENT_TITLE
** Derivation Expression = decode(~,'Election Worker','Y',‘Self Employed’,'Y','N')
For the EXCLUDE-EE Identifier, set up the following:
* Field variable = EASD.ASSIGNMENT_TITLE
* Derivation Expression = decode(~,'Election Worker','Y',‘Self Employed’,'Y','N')
At line 272 changed one line
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.
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. \\
At line 274 changed one line
Then on IDFDV set up the following for the EXCLUDE-EE Identifier
Then on IDFDV set up the following for the EXCLUDE-EE Identifier:
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__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. \\ \\
__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.
At line 283 changed 10 lines
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
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
At line 294 changed 4 lines
* 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.
* 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 prior to 2006, 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.
At line 299 changed 5 lines
__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 define to print PROV NAME.
* For Identifier 2140, users can define to print COUNTRY NAME.
* If blank, PROV CODE or COUNTRY CODE will be printed as the default for mailing purposes.
[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.
At line 305 changed one line
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.
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
At line 307 changed one line
For the Employee Mailing Address and the Employee Address, either the primary address or the mailing address can be defined and is derived from the IDFDV form.
* 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 prior to 2006, 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.
At line 347 added 35 lines
!T4 Processing
*Users can print a specific province, or all provinces. If all provinces are printed, a T4 will be generated for each province that an employee has worked in.
*T4 slips are printed by government registration number, then in alphabetical order by the employee Surname, First Name.
*If an employee is paid by multiple government registrations, then multiple T4 slips are produced, by government registration number, for the employee.
*The font size for printing T4 slips is the standard 10 or 12 character per inch font, character mode.
*Negative (credit) amounts are never allowed for T4 reporting. Therefore if negative amounts are encountered, an exception message is displayed and users must resolve the negative amount(s) and re-run the process.
*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.
*Users can sort inactive and active employees so inactive employees are printed separately for mailing purposes.
*If the Employment Status is A (Active) then the employee is considered Active, otherwise the employee is considered inactive.
*The T4 slip has an "Other Information" area to report up to 6 footnote codes and amounts for each form.
*If there are more than 6 footnote codes to be reported, then subsequent T4 slips are generated until all footnote codes have been printed.
** 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.
*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
* 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 $1.00.
*The Alphanumeric fields are left justified with no space between each character, such as JOHN DOE, not J O H N D O E.
*The numeric fields are lined up with the decimal place.
*The RPT4 grand totals are generated for all T4 forms as Execution Run Log exception messages to balance to the RPGRC Summary report
*Users __MUST__ run the RMEX report for the Mex ID of the RPT4 run to print the T4 grand totals to verify all records are printed.
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This report extracts information from YTD records according to the FORM CODE on IDFDV and produces the Summary Total Report by government registration.
This report extracts information from YTD records according to the Form Code on IDFDV and produces the Summary Total Report by government registration.
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Form Code:Enter HL$CAN-T4-YYYY for current reporting year \\
* This report is used to balance to the Year-To-Date Register
* Check the exception messages from this Summary Report and correct any exceptions
* Generate the T4 File in the federal format
* Generate the XML file to populate the T4 Print Programs to print the T4 Forms for all processed employees
At line 316 changed one line
Please enter other prompts appropriately.
! RPYEC Report Parameters
||Field||Desciption
|Form Code|Mandatory. Form Code that is defined on the IDFDV form.\\NOTE: Always use current year form code. DO NOT use a prior year form code as the Identifiers may be obsolete. For 2017-2018 reporting, the current year form code contains the Store Option field to store the Employer Addresses, Employee Addresses and Amounts in the government remittance tables, which can be viewed on the IPGR or IPGH forms.
|Period Type|Enter the Year for Annual Reporting
|Period End Date|Enter the Year Ending Date
|As of Date|The start date of the reporting period
|Govt Form Option|Mandatory. Defines the type of form to be run. Options are: \\* 01: New Forms only \\* 02: All normal forms \\* 03: Duplicte forms \\* 04: Amended forms \\* 05: Rejected forms \\* 06: Cancelled forms
|Retain Amend/Reject Forms|Should the original forms be retained when issuing an amended or replacement form that was rejected by the Government?
|Sort Level By|Mandatory. How should the employees be grouped for sorting?
|Sort People By|Mandatory. How should the employees on the report be sorted?
|Sort Active/Inactive|Mandatory. Should the employees on the report be sorted by their status?
|Combine Fed Regist|Should all the selected Federal Registrations reporting be combined? \\If a Province code is defined in the report filters, users can combine the Fed Registration Numbers with the Prov Registration Numbers so that employees are grouped together for the same Prov Registration Numbers.
|Directory Name|The name of the directory where the government Magnetic Media file will be stored.
|File Name|The name of the government Magnetic Media file
|Trace Level|Users should always run RPYEC with the Trace Level set to Exceptions Only for all employees. \\If there is problem in RPYEC and a user needs to determine which employee has the problem, the user should run RPYEC with the Trace Level set to Program Trace. This will print a list of processed employees to determine which employee has the problem. \\When the Trace Level is set to Program Trace, the Select Statements for Federal, State and Local levels are also written as Trace messages. Users can review the select statements by running RMEX for the RPYEC Execution ID. \\After determining which employee has the problem, users should run RPYEC for one employee with the Trace Level set to Utility Trace to determine the problem in detail.
|Regist /Set Up Audit|Option to print exceptions that may exist from set up. Options are:\\* 00:Do not print, run \\* 01: Print, do not run \\* 02: Print and Run \\* 03: Excp and run
|Print Employee Detail|Option to print the report with employee’s detailed information
|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.
|Create Trace File|To generate trace files. One file is for dynamic SQL Select statement, the other is a comma delimited spreadsheet to display all trace messages.
|Create Data Dump|When set to Yes, the RPYEC process will generate data dump files with a .csv extension for the Federal information. Users can open these data dump files in Excel for debugging and balancing purposes.
|Process Remittance|To generate monthly remittances
|Update Remittance|To update monthly remittances
|User Comment|Users can enter text that will print on the header of the report.
At line 416 added 10 lines
!RPYEC Report Filters
||Field||Desciption
|Entity|To define and report on a specific Entity
|Federal Regist Set|To define and report on a specific Federal Registration Set (on IDGV)
|Federal Regist Number|Employer Identification Number (on IDGV)
|People List|This field limits the process to the people in the defined list.
|Person|Person Code of employee you are testing with
|Prov Regist Set|To define and report on a specific Provincial Registration Set (on IDGV). Not required for Annual reporting.
|Prov Regist Numbers|To define and report on a specific Province Registration Number.
At line 319 changed one line
* Each RPYEC run generates one GVT Run (Government Run Number)
* Each RPYEC run generates one Government Run Number (GVT Run)
At line 329 changed 2 lines
__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.
!!Canadian Government Reporting - RPGRC
This is the Government Payroll Reporting for Canada. This process reads the Government Reporting table information generated by the RPYEC process. \\ \\
A Summary Total Report, by government registration, or by employee detail, for a selected Form Code, as defined on IDFDV, is generated. \\ \\
At line 441 added 12 lines
Users should run the [RPGRC] process to generate the:
* Internal xml files for the Form Print programs, such as RPT4 and RPT4A, to print the T4 and T4A forms
* Magnetic Media xml file to submit to the government. The government requires users to validate the government xml file according to the downloaded government xml schema, using a validating parser prior to submitting it to the government.
Each RPGRC run generates one GVT Run (Government Run Number). All employees processed by the RPGRC run belong to this GVT Run Number. \\ \\
After RPGRC is run, users can go into the IPGR form to view the details by GVT Run number. \\ \\
On the IPGR form, the employee’s detail government reporting information can be viewed. Alternately, users can go directly to the IPGH (Government Header) form by employee to view this information. \\ \\
Users can process many RPGRC runs for different sets of employees. This generates multiple GVT Run Numbers. \\ \\
At the end of each run, the RPGRC process removes any GVT Run Number that does not have GVT Headers associated with it. \\ \\
Once the government xml file is generated, it is ready for an xml parser validation prior to sending the file to the government.
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|GVT Run Number|Enter the GVT Run Number from the RPYEC run
|Form Code|Enter HL$CAN-T4-YYYY for current reporting year
||Field||Description
|Form Code|Mandatory. Form Code that is defined on the IDFDV form.\\NOTE: Always use current year form code. DO NOT use a prior year form code as the Identifiers may be obsolete. For 2017-2018 reporting, the current year form code contains the Store Option field to store the Employer Addresses, Employee Addresses and Amounts in the government remittance tables, which can be viewed on the IPGR or IPGH forms.
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|Period Type|Enter the Year for Annual Reporting
|Period End Date|Enter the Year Ending Date
|As of Date|The start date of the reporting period
|Govt Form Option|Mandatory. Defines the type of form to be run. Options are: \\* 01: New Forms only \\* 02: All normal forms \\* 03: Duplicte forms \\* 04: Amended forms \\* 05: Rejected forms \\* 06: Cancelled forms
|Sort Level By|Mandatory. How should the employees be grouped for sorting?
|Sort People By|Mandatory. How should the employees on the report be sorted?
|Sort Active/Inactive|Mandatory. Should the employees on the report be sorted by their status?
|Directory Name|The name of the directory where the government Magnetic Media file will be stored.
|File Name|The name of the government Magnetic Media file
|Trace Level|Users should always run RPYEC with the Trace Level set to Exceptions Only for all employees. \\If there is problem in RPYEC and a user needs to determine which employee has the problem, the user should run RPYEC with the Trace Level set to Program Trace. This will print a list of processed employees to determine which employee has the problem. \\When the Trace Level is set to Program Trace, the Select Statements for Federal, State and Local levels are also written as Trace messages. Users can review the select statements by running RMEX for the RPYEC Execution ID. \\After determining which employee has the problem, users should run RPYEC for one employee with the Trace Level set to Utility Trace to determine the problem in detail.
|Print Employee Detail|Option to print the report with employee’s detailed information
|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.
|Create File|To generate trace files. One file is for dynamic SQL Select statement, the other is a comma delimited spreadsheet to display all trace messages.
|User Comment|Users can enter text that will print on the header of the report.
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Please enter other prompts appropriately.
!RPGRC Report Filters
||Field||Description
|GVT Run Number|Enter the GVT Run Number from the RPYEC run
|Entity|To define and report on a specific Entity
|Federal Regist Set|To define and report on a specific Federal Registration Set (on IDGV)
|Federal Regist Number|Employer Identification Number (on IDGV)
|People List|This field limits the process to the people in the defined list.
|Person|Person Code of employee you are testing with
|Prov Regist Set|To define and report on a specific Provincial Registration Set (on IDGV). Not required for Annual reporting.
|Prov Regist Numbers|To define and report on a specific Province Registration Number.
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Once the year-to-date information is correct, run the RPT4 report to print the T4 Forms.
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For Oracle Reports, before running any reports, users must define the Destination Format as PDF on the Run Options tab.
* This report completes and prints the T4 forms, as well as the T4 Media file, based on the parameter selections.
* Produces the T4 Forms
* Users should write down the Execution ID of the RPT4 run and run RMEX to obtain the grand total report
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Users should run all Government Form Print programs, such as RPT4, RPT4A, RPT4ANR, RPNR4, RPRL1, RPRL2 with this setting.
For Oracle Reports, before running any reports, users must define the Destination Format as PDF on the Run Options tab. \\ \\
Users should run all Government Form Print programs, such as RPT4, RPT4A, RPT4ANR, RPNR4, RPRL1, RPRL2 with this setting. \\ \\
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. \\ \\
The PDF file is generated in the working directory of your P2K path. \\ \\
Write down the Execution ID of the W2 Print Program report and run RMEX to obtain a grand total report.
%%IMPORTANT: IMPORTANT: When printing from the pdf file, users must set the Page Sizing and Handling to “Actual Size” to print on the pre-printed government forms to avoid re-sizing of the form.%%
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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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|Print T4 Copy|Defines if the Employer or Employee copy will be printed.
|Print T4 Copy|Defines if the Employer or Employee copy will be printed. Options are: \\*01: Employer Copy. Prints 3 employees on one page. Use as the Employer Copy to send to government or keep for reference. \\* 02: Employee Copy. Prints 1 employee 3 times on 1 page. Use as the Employee Copy to distribute to the employees
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|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
|Test Form Set-Up|Optional. Defines if RPT4 should print the actual T4s, or to print a sample of the T4 form to find out the correct page set up for the printer.\\ \\High Line recommends all users should test their printer with this "Test Form Set Up' prior to printing the actual T4 forms. \\Run RPRL1 with this toggle set to Yes to print a sample on the actual T4 form to confirm the correct Page Set Up Margin. Each time a user is printing the T4 forms on a different printer, a Printer Set up test should be done.
|Trial Print only|Optional. 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'.
|Show T4 Form|Optional. Allows users the option to print the T4s with the form set up lines. Default is NO. \\ \\When users are running RPT4 for the actual T4 form printing, __DO NOT__ set this toggle to ON.
|User Comment|Optional. Users can enter text to print on the header of the report
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|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.
|XML File Name|Defines the xml file name generated from RPGRC with the _HL.xml extension.
|Slips Per Segment|Optional. Defines how many forms to print before breaking and totaling. \\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 must 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 adjustment spacing 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)|Allows users the option to print the T4s with the form set up lines. Default is NO. \\ \\When users are running RPT4 for the actual T4 form printing, __DO NOT__ set this toggle to ON. \\The downloaded form is for viewing and testing purpose only and should not be used to submit to the government or distributed to the employees. Users must print the T4s on the pre-printed forms provided by the government as these forms contain the correct wording on the back of the form.
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||Report Filters||
|GVT Run (WW only)|Mandatory when running Windward RPT4 reports only. This is __not used__ for Oracle RPT4 reports.
__NOTE:__ If the combination of Adjust Top Margin and Between Form Space pushes the Form to go over onto 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 options.
!RPT4 Report Filters
||Field||Description
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%%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.%%
__Execution Report__
* Produces the grand total report from RPT4 by running RMEX for the execution ID of T4 run.
* Enter the Execution ID of the RPT4 run to generate a grand total report and balance to the RPYEC report
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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 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.
The RPT4 Program Print Format is based on the Government published T4 (15) Form. High Line recommends using the same form version as the RPT4 program. \\ \\
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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.
If you are using other versions of the T4 form, such as T4(14), please test the RPT4 form layout prior to printing. If the RPT4 program does not align with the form, users should re-order the form from the government so it is the same version that the RPT4 process is programmed for. \\ \\
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* 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 Form Print program prints all information generated by the RPGRC 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.
* If there are more than 6 footnote codes to be printed, then subsequent T4 slips are produced until all footnote codes have been printed.
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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.
* The RPT4 summary and grand totals are accumulated for the boxes shown on the T4 Form. The footnote codes are not totaled.
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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.
If an employee loses their T4 Form, organizations can issue a duplicate copy of the T4 form.
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** Change the Print Stage to '11-Duplicate requested.
** Change the Print Stage to 'Duplicate requested'.
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** 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
** RPGRC retrieves all GVT Headers with the Print Stage of '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' field for RPGRC
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** 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.
** Run the Form Print RPT4 or RPT4A programs to read the 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 '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 'Duplicate Printed' depending on the 'Trial Print Only' field setting.
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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.
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 RPT4 processes. This produces the Amended T4 form.
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* After the T4 slips are printed, the RPT4 process will generate an intermediate Summary Total on the RMEX report
* After the T4 slips are printed, the RPT4 process will generate an intermediate Summary Total for the RMEX report
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!T4 Processing
*Users can print a specific province, or all provinces. If all provinces are printed, a T4 will be generated for each province that an employee has worked in.
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*T4 slips are printed by government registration number, then in alphabetical order by the employee SURNAME, FIRST NAME.
*If an employee is paid by multiple government registrations, then multiple T4 slips are produced, by government registration number, for the employee.
*The font size for printing T4 slips is the standard 10 or 12 character per inch font, character mode.
*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(s) and re-run the process.
*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.
*Users can sort inactive and active employees so inactive employees are printed separately for mailing purposes.
*If the Employment Status is A (Active) then the employee is considered Active, otherwise the employee is considered inactive.
*The T4 slip has an "Other Information" area to report up to 6 footnote codes and amounts for each form.
*If there are more than 6 footnote codes to be reported, then subsequent T4 slips are generated until all footnote codes have been printed.
*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
*The Alphanumeric fields are left-justified with no space between each character, such as JOHN DOE, not J O H N D O E.
*The numeric fields are lined up with the decimal place.
*The RPT4 grand totals are generated for all T4 forms as Execution Run Log Exception messages to balance to the RPGRC Summary report
*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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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.
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.
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If T4-EE-DESTIN value = 1, the employee's pay destination will be printed along with T4-EE-DISTR1 and T4-EE-DISTR2.
If T4-EE-DESTIN = 1, the employee's pay destination will be printed along with T4-EE-DISTR1 and T4-EE-DISTR2 fields.
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!IDIF - T4 Govt XML File layout
!IDIF - T4 Government XML File layout
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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.
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.
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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.%%
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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.%%
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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.
# 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.
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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. \\ \\
Employees must run the RET4 process and select the Reporting Year they want to print. The output T4 will be in a pdf format. \\ \\
If an employee has chosen to receive electronic T4 forms, using either the consent WEPT4 or IEPT4 form, a paper copy is __NOT__ printed during the RPT4 T4 printing process. \\ \\
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* Manage the consent for employees to receive electronic T4 forms using the Maintain Employee T4 Consent form (IEPT4).
* Manage the consent for employees to receive electronic T4 forms using the Maintain Employee T4 Consent (IEPT4) form.
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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.
This page (revision-70) was last changed on 19-Oct-2022 20:29 by Karen ParrottTop