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Page References

Incoming links Outgoing links
CDN T 4 PROCESS
CDN T4 PROCESS

Version management

Difference between version and

At line 6 changed 14 lines
!!Current Year End Changes
__New for 2018__ \\
The High Line RPT4/RPT4W/RPT4AW programs generate the form boxes, as well as the instructions on the reverse side. __Pre-printed forms are not required.__
ADD LOGI BET4 HERE
__Code 37 – Employee home relocation loan deduction__\\
For 2018 and subsequent taxation years, the employee home relocation loan deduction has been eliminated. This change was announced in the 2017 federal budget.
__Elimination of code 70 – Municipal officer’s expense allowance__\\
For 2019 and subsequent taxation years, non-accountable allowances paid to members of legislative assemblies and certain municipal officers will be fully included in their income. The use of code 70 will therefore no longer be needed.
!!T4
Employers’ Guide – Filing the T4 Slip and Summary \\
[https://www.canada.ca/en/revenue-agency/services/forms-publications/publications/rc4120.html]
\\ \\
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For 2019 reporting, T4 (18) Form Layout is used.\\
https://www.canada.ca/en/revenue-agency/services/forms-publications/forms/t4.html
https://www.canada.ca/content/dam/cra-arc/formspubs/pub/rc4120/rc4120-18e.pdf
At line 25 changed 4 lines
The latest T4 form (18) has no changes in alignment from lat year's form.
%%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.%%
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]
\\ \\
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There are no changes for the 2019 T4 Government XML File layout. \\
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]
At line 32 changed 2 lines
Please download CRA 2018 XML Schema from:\\
https://www.canada.ca/en/revenue-agency/services/e-services/filing-information-returns-electronically-t4-t5-other-types-returns-overview/upcoming-year-t619/t4.html
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]
\\
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The IDIF form is configured for the 2019 xml schema format.
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$CAN-T4-YYYY
\\ \\
!!T4A
Employers’ Guide – Filing the T4A Slip and Summary \\
[https://www.canada.ca/en/revenue-agency/services/forms-publications/forms/t4a.html]
\\ \\
At line 38 removed 3 lines
For 2018 reporting, the T4A(18) Form Layout is used. \\
https://www.canada.ca/content/dam/cra-arc/formspubs/pbg/t4a/t4a-18e.pdf \\
https://www.canada.ca/en/revenue-agency/services/forms-publications/publications/rc4157.html \\
At line 42 changed 2 lines
The latest T4A forms (18) has no changes in alignment from last year’s form.
For the current year reporting, the T4A Form Layout is used. \\
[https://www.canada.ca/en/revenue-agency/services/forms-publications/forms/t4a.html]
At line 45 changed 2 lines
Please download CRA 2018 XML Schema from:\\
https://www.canada.ca/en/revenue-agency/services/e-services/filing-information-returns-electronically-t4-t5-other-types-returns-overview/upcoming-year-t619/t4a.html \\
There are no changes for the 2020 T4A Government XML File layout \\
At line 48 changed one line
The IDIF form is configured for the 2019 xml schema format.
Please download CRA XML Schema from: \\
[https://www.canada.ca/en/revenue-agency/services/e-services/filing-information-returns-electronically-t4-t5-other-types-returns-overview/filing-information-returns-electronically-t4-t5-other-types-returns-file.html#stp2]
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\\ \\
The IDIF form is configured for the Current Year xml schema format.
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!T4A-NR Form
For 2018 reporting, the T4A-NR (18) Form Layout is used. \\
https://www.canada.ca/content/dam/cra-arc/formspubs/pbg/t4a-nr/t4a-nr-18e.pdf
https://www.canada.ca/content/dam/cra-arc/formspubs/pub/rc4445/rc4445-18e.pdf
__IDFDV Form__\\IDFD and IDFDV new form definition HL$CAN-T4A-YYYY
At line 56 removed 6 lines
!NR4 Form
For 2018 reporting, the NR4 (17) Form Layout is used. \\
https://www.canada.ca/content/dam/cra-arc/formspubs/pbg/nr4sum/nr4-sum-18e.pdf
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!Government Reporting – Sequence
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__RPREGT__
\\
__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__\\
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* For the ‘Provide Totals By’ parameter, select ‘Fed Regist Number’ \\ \\
* For the 'Provide Totals By' parameter, select 'Fed Regist Number' \\ \\
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* Stands for ‘Report Payroll Year End Canada’
* Stands for 'Report Payroll Year End Canada'
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* Users can change the Print Stage to request a ‘Duplicate' or ‘Amended Copy’ \\ \\
* Users can change the Print Stage to request a 'Duplicate' or 'Amended Copy' \\ \\
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* Stands for ‘Report Payroll Government Reporting Canada’
* Stands for 'Report Payroll Government Reporting Canada'
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* 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, RPT4W, RPT4A, RPT4AW, RPRL1, RPRL1W etc. to print the T4, T4A or Releve Forms by employee \\ \\
* 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
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* RPT4, RPT4W, RPT4A, RPT4AW, RPRL1, RPRL1W etc. to print government forms for the employee
* Reads the XML file generated from the RPGRC process to print on the Government forms
* 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
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* Generates grand totals for the RMEX report to balance to the RPGRC grand totals \\ \\
* Generates grand totals for the RMEX report to balance to the RPGRC grand totals\\ \\
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* Reads the Execution Run Log from the Form Print programs RPT4, RPT4W, RPT4A, RPT4AW, RPRL1, RPRL1W etc.
* Prints grand totals to balance to the RPGRC grand totals \\ \\
* Reads the Execution Run Log from the Form Print programs RPT4W, RPT4AW, RPRL1W etc.
* Prints grand totals to balance to the RPGRC grand totals\\ \\
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!IDFD - Form Code HL$CAN-T4-YYYY \\(YYYY is the current reporting year) \\ \\
!IDFD - Form Code HL$CAN-T4-YYYY
(YYYY is the current reporting year) \\ \\
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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$CAN_T4_YYYY.sql.
High Line provides seed data scripts to our customers with the Year End software release to load in the IDFD Form Code SEED_IDFD_HL$CAN_T4_YYYY.sql.
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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. \\ \\
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. \\ \\
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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. \\ \\
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 153 changed one line
Please refer to Revenue Canada for a clearer and more in depth description of the appropriate method to complete your forms. Users should read the following Form Descriptions and refer to the ‘Employer’s Guide – Filing T4 Slip and Summary 2018 (RC4120)’ prior to setting up IDFDV form. \\• https://www.canada.ca/content/dam/cra-arc/formspubs/pub/rc4120/rc4120-18e.pdf \\
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] \\
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__Descriptions and Suggestions__\\
Users should read the following prior to setting up the IDFDV form:
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* Employer’s Guide – Filing T4 Slip and Summary 2018 (RC4120)
* Refer to Revenue Canada for a clearer and more in depth description of the appropriate method to complete your forms, at: \\https://www.canada.ca/content/dam/cra-arc/migration/cra-arc/E/pub/tg/rc4120/rc4120-17e.pdf
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[{InsertPage page='IDFDV_Form_Definitions_CDN T4'}]
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[{InsertPage page='IDFDV_FORM_DEFINTIONS'}]
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* Derivation Expression = decode(~,'Election Worker','Y',‘Self Employed’,'Y','N') \\ \\
* Derivation Expression = decode(~,'Election Worker','Y','Self Employed','Y','N') \\ \\
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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.
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.
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||Seq||Field Identifier||Description||Field Variable
||Seq #||Field Identifier||Description||Field Variable
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* 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. \\
* 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. \\
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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.
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.
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||Seq||Field Identifier||Description||Field Variable
||Seq #||Field Identifier||Description||Field Variable
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* 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.
* 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.
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*Users __MUST__ run the RMEX report with the RPT4/RPT4W run Mex ID to print the T4 grand totals to verify all records are printed.
*Users __MUST__ run the RMEX report with the RPT4W run Mex ID to print the T4 grand totals to verify all records are printed.
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[{InsertPage page='RPYEC'}]
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[{InsertPage page='RPGRC'}]
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[{InsertPage page='RPYEC'}]
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__New for 2018: The High Line RPT4/RPT4W/RPT4AW programs generate the form boxes, as well as the instructions on the reverse side. Pre-printed forms are not required.__\\
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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Once the year-to-date information is correct, run the RPT4/RPT4W report to print the T4 Forms.
Once the year-to-date information is correct, run the RPT4W report to print the T4 Forms.
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* Users should write down the Execution ID of the RPT4/RPT4W run and run RMEX to obtain the grand total report
* 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
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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, RPT4W, RPT4AW, RPT4ANRW, RPNR4, RPRL1, RPRL2 with this setting. \\ \\
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!RPT4 Report Parameters __* Oracle Report Only * __ \\
__2018 is the last year end Oracle Reports are supported.__
!RPT4W Report Parameters
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|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
|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.
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|Duplicate/Amended|Optional. Defines the text to print on the T4 form to indicate if it is a 'Duplicate' or an 'Amended' copy.
|Test Form Set-Up|Allows users to test their printer set up prior to printing the actual T4 forms. \\High Line recommends all users should run RPT4 with this toggle set to YES to print a sample on the actual T4 form to confirm the correct margin page set up. \\Users should do a printer set up test each time a different printer is used.\\Optional
|Trial Print only|When this toggle is set to YES, users can print T4 forms for verification. When set to NO (non-trial mode), RPT4 updates the GVT Headers Govt Print Stage of the run. \\Optional.
|Show T4 Form|Allows users the option to print the T4s with the form set up lines. \\ \\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. \\Optional. Default is NO.
|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 generated from RPGRC with the _HL.xml extension.
|Slips Per Segment|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. \\Optional.
|Adjust Top Margin|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] \\Optional.
|Between Form Space|Defines the adjustment spacing between 2 forms printed 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] \\Optional.
|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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__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
|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.
__Execution Report__
* Produces the grand total report from RPT4/RPT4W by running RMEX for the execution ID of T4 run.
* Enter the Execution ID of the RPT4/RPT4W run to generate a grand total report and balance to the RPYEC report.
!RPT4W Report Parameters __* Windward Report Only* __
||Field||Description
|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
|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.
|Test Form Set-Up|Allows users to test their printer set up prior to printing the actual T4 forms. \\High Line recommends all users should run RPT4 with this toggle set to YES to print a sample on the actual T4 form to confirm the correct margin page set up. \\Users should do a printer set up test each time a different printer is used.\\Optional
|Trial Print only|When this toggle is set to YES, users can print T4 forms for verification. When set to NO (non-trial mode), RPT4 updates the GVT Headers Govt Print Stage of the run. \\Optional.
|Show T4 Form|Allows users the option to print the T4s with the form set up lines. \\ \\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. \\Optional. Default is NO.
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|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.
|Status Type|Optional. Allows the selection of the generic status' used to categorize the employment status into specific groupings.
|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
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* Produces the grand total report from RPT4/RPT4W by running RMEX for the execution ID of T4 run.
* Enter the Execution ID of the RPT4/RPT4W run to generate a grand total report and balance to the RPYEC 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.
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!RPT4/RPT4W Form Print Processing
New for 2018: The RPT4/RPT4W/RPT4AW programs generate the form boxes, as well as the instructions on the reverse side. Pre-printed forms are not required. \\
!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 RPT4/RPT4W Program Print Format is based on the Government published T4 (18) Form. \\ \\
The RPT4W Program Print Format is based on the Government published T4 (19) Form. \\ \\
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* The RPT4/RPT4W Form Print program prints all information retrieved from the RPGRC xml file, according to the selection criteria.
* The RPT4W Form Print program prints all information retrieved from the RPYEC GVT Run Number.
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* The RPT4/RPT4W program generates Summary Totals, by each Business Number, at the end of the RPT4/RPT4W run. A grand total is generated for all Business Numbers of the run.
* Users must run RMEX with the RPT4/RPT4W Mex ID to obtain the summary and grand totals to balance to the RPYEC Summary report.
* The RPT4/RPT4W summary and grand totals are accumulated for the Boxes shown on the T4 Form. The footnote codes are not totaled.
* Users should verify the RPT4/RPT4W Boxes balance to the RPYEC report.
* 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.
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If the RPT4/RPT4W process cannot select any information from the xml file to print, users must run RMEX with the RPT4/RPT4W 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.
!Form Printing
When printing T4 forms, users are required to print the Employer Copy and Employee Copy of the T4s.
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!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.
* When RPT4/RPT4W is run, the "Print T4 Copy" parameter defines if the Employer or the Employee Copy should be printed.
* Users must run RPT4/RPT4W twice; once to print the Employer Copy, and once to print the Employee Copy
* 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
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* RPGRC retrieves all GVT Headers with the Print Stage of 'Duplicate Requested' and generates the HL xml file for the Form Print RPT4, RPT4W, RPT4AW, RPRL1 programs
* 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
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3. Run RPT4/RPT4W to print the duplicate forms
* Run the Form Print RPT4/RPT4W programs to read the HL xml file from RPGRC to print the duplicate forms
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
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* Users can re-run the Form Print program for the Employee 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.
* 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.
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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 RPT4/RPT4W 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 RPT4W processes. This produces the Amended T4 form.
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1. Update the employee’s YTD information through payroll.
1. Update the employee's YTD information through payroll.
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* 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.
* 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.
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* 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/RPT4W print program.
* 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.
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5. Run RPT4/RPT4W to print the Amended forms.
* When the user is running RPT4/RPT4W with the new _HL.xml file, 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 RPT4/RPT4W, such as CANCEL COPY or ORIGINAL COPY.
* At the end of the RPT4/RPT4W run in non-trial mode, the GVT Header Stage will be updated with either the DUPLICATE or AMENDED stage.
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.
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!RPT4/RPT4W Void Forms
* After the T4 slips are printed, the RPT4/RPT4W process will generate an intermediate Summary Total for 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/RPT4W is run, if there is more than one Government Registration Number from IDGR:
** The T4 forms will be sorted by Government Registration Numbers
** RPT4/RPT4W 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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|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.
|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.
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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.
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.
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||Seq||Field Identifier||Description||Field Variable
||Seq #||Field Identifier||Description||Field Variable
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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 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.
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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. \\ \\
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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||Field Identifier||Suggested Field Variable
|T4-BOX-SIN|EID.GOVERNMENT_CODE
||Seq #||Field Identifier||Suggested Field Variable
|2200 |T4-BOX-SIN|EID.GOVERNMENT_CODE
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||Field Identifier||Suggested Field Variable
|T4-EE-NAME1|EID.LAST_NAME
|T4-EE-NAME2|EID.FIRST_NAME
|T4-EE-NAME3|EID.MIDDLE_NAME \\ \\
||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 \\ \\
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||Seq||Field Identifier||Description||Field Variable
||Seq #||Field Identifier||Description||Field Variable
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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 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.
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||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
||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
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||Field Identifier||Suggested Field Variable
|T4-BOX-14|T4-BOX-14
||Seq #||Field Identifier||Suggested Field Variable
|3000 |T4-BOX-14|T4-BOX-14
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||Field Identifier||Suggested Field Variable
|T4-BOX-16|T4-BOX-16
||Seq #||Field Identifier||Suggested Field Variable
|3010 |T4-BOX-16|T4-BOX-16
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||Field Identifier||Suggested Field Variable
|T4-BOX-17|T4-BOX-17
||Seq #||Field Identifier||Suggested Field Variable
|3030 |T4-BOX-17|T4-BOX-17
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||Field Identifier||Suggested Field Variable (Element)
|T4-BOX-18|T4-BOX-18
||Seq #||Field Identifier||Suggested Field Variable (Element)
|3040 |T4-BOX-18|T4-BOX-18
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||Field Identifier||Suggested Field Variable (Element)
|T4-BOX-20|T4-BOX-20 \\ \\
||Seq #||Field Identifier||Suggested Field Variable (Element)
|3060 |T4-BOX-20|T4-BOX-20 \\ \\
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||Field Identifier||Suggested Field Variable (Element)
|T4-BOX-22|T4-BOX-22 \\ \\
||Seq #||Field Identifier||Suggested Field Variable (Element)
|3070 |T4-BOX-22|T4-BOX-22 \\ \\
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||Field Identifier||Suggested Field Variable (Element)
|T4-BOX-24|T4-BOX-24
||Seq #||Field Identifier||Suggested Field Variable (Element)
|3080 |T4-BOX-24|T4-BOX-24
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||Field Identifier||Suggested Field Variable (Element)
|T4-BOX-26-CPP|T4-BOX-26-CPP \\ \\
||Seq #||Field Identifier||Suggested Field Variable (Element)
|3090 |T4-BOX-26-CPP|T4-BOX-26-CPP \\ \\
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||Field Identifier||Suggested Field Variable (Element)
|T4-BOX-26-QPP|T4-BOX-26-QPP \\ \\
||Seq #||Field Identifier||Suggested Field Variable (Element)
|3100 |T4-BOX-26-QPP|T4-BOX-26-QPP \\ \\
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||Field Identifier||Suggested Field Variable (Element)
|T4-BOX-26-EXCEPT|T4-BOX-26-EXCEPT
|T4-BOX-26-OTHER|T4-BOX-26-OTHER
||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
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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. \\ \\
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||Field Identifier
|T4-BOX-28-CPP-PRT
|T4-BOX-28-QPP-PRT
|T4-BOX-28-EI-PRT
|T4-BOX-28-PPIP-PRT
||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
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||Field Identifier||
|T4-BOX-29-PRT|This is used for the XML file only
\\ \\
||Seq #||Field Identifier||
|3160 |T4-BOX-29-PRT|This is used for the XML file only
\\
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||Field Identifier||Suggested Field Variable (Element)
|T4-BOX-44|T4-BOX-44
||Seq #||Field Identifier||Suggested Field Variable (Element)
|3180 |T4-BOX-44|T4-BOX-44
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||Field Identifier||Suggested Field Variable (Element)
|T4-BOX-46|T4-BOX-46
\\ \\
||Seq #||Field Identifier||Suggested Field Variable (Element)
|3190 |T4-BOX-46|T4-BOX-46
\\
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||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
||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
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||Field Identifier||Suggested Field Variable
|T4-BOX-52|T4-BOX-52
*Box 52 is rounded up to the nearest Dollar. No cents are printed. \\ \\
||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. \\
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||Field Identifier||Suggested Field Variable
|T4-BOX-55|T4-BOX-55
||Seq #||Field Identifier||Suggested Field Variable
|3270 |T4-BOX-55|T4-BOX-55
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||Field Identifier||Suggested Field Variable
|T4-BOX-56|T4-BOX-56
||Seq #||Field Identifier||Suggested Field Variable
|3290 |T4-BOX-56|T4-BOX-56
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||Field Identifier||Suggested Field Variable
|OTHER-nn|T4-BOX-OTH-nn
||Seq #||Field Identifier||Suggested Field Variable
|4nnn|OTHER-nn|T4-BOX-OTH-nn
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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. \\ \\
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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.
High Line delivers the IDIF form layout using Seed data along with the Year End release. Users do not need to modify this form
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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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!!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). \\
!!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.
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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. \\ \\
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.
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Organizations can:
!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. \\
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* Manage the consent for employees to receive electronic T4 forms using the Maintain Employee T4 Consent (IEPT4) form.
* Control the years that T4 forms are available for employees to print, by setting a Preference on the IMST form, as below.
These functions can be added to the employee pay menu – or take advantage of the “Quick Links” to make this even easier.
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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. The GVT Run numbers must be entered with comma separators and no spaces, such as 1234,3333,4567).
__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. \\
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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:
# 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