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Page References

Incoming links Outgoing links
CDN T 4 PROCESS
CDN T4 PROCESS

Version management

Difference between version and

At line 4 changed one line
This process allows organizations to report to the Canadian government, from the employees' YTD information, according to the government defined requirements and to generate the Magnetic Media files for this reporting.
This process allows you to report to the Canadian government from the employees' YTD information according to the government specified requirement and to generate magnetic media files for this reporting.
At line 6 changed 4 lines
!!T4
Employers’ Guide – Filing the T4 Slip and Summary \\
[https://www.canada.ca/en/revenue-agency/services/forms-publications/publications/rc4120.html]
\\ \\
!!Current Year End Changes
At line 9 added one line
[Employer's Guide - Filing T4 Slip and Summary 2016 (RC4120)|http://www.cra-arc.gc.ca/E/pub/tg/rc4120/rc4120-16e.pdf website.]
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For the current year reporting, the T4 Form Layout is used and can be found at: \\
[https://www.canada.ca/en/revenue-agency/services/forms-publications/forms/t4.html]\\
[https://www.canada.ca/en/revenue-agency/services/forms-publications/publications/rc4120/employers-guide-filing-t4-slip-summary.html]
\\ \\
!T4 Government XML File
The current year Government XML File layout is used.\\
[https://www.canada.ca/en/revenue-agency/services/e-services/filing-information-returns-electronically-t4-t5-other-types-returns-overview/filing-information-returns-electronically-t4-t5-other-types-returns-what-you-should-know-before.html#xmlspcs]
For 2016-2017 reporting, the T4(14) form layout is used. The positioning of each box has not been changed from last year's T4(14) form layout.
At line 20 changed 3 lines
Please download CRA XML Schema from: \\
[https://www.canada.ca/en/revenue-agency/services/e-services/filing-information-returns-electronically-t4-t5-other-types-returns-overview/filing-information-returns-electronically-t4-t5-other-types-returns-file.html#stp2]
\\
%%warning For Oracle reports, you must run all Government Form Print programs (i.e. RPT4, RPT4A, RPT4ANR, RPNR4, RPRL1, RPRL2) and send the report to PDF file instead of to the Previewer. All Form Print programs are aligned with the government forms in PDF format and allow you to adjust the parameters for 'Top Margin' and the 'Between Form Space' when generating the PDF file. Once the PDF file is generated, you do not need to adjust the page setup when printing.%%
At line 24 changed 14 lines
The IDIF form is configured for the Current Year xml schema format.
\\ \\
__UPPHT Function__\\
The UPPHT Pay History Totals Interface - Canada T4 Footnotes Processing has
been created to support the COVID-19 Code 57, 58, 59, 60 reporting.
\\ \\
__IDFDV Form__\\
IDFD and IDFDV new form definition HL$CAN-T4-YYYY
\\ \\
!!T4A
Employers’ Guide – Filing the T4A Slip and Summary \\
[https://www.canada.ca/en/revenue-agency/services/forms-publications/forms/t4a.html]
\\ \\
!T4A Form
!T4 Government XML File
At line 39 changed 2 lines
For the current year reporting, the T4A Form Layout is used. \\
[https://www.canada.ca/en/revenue-agency/services/forms-publications/forms/t4a.html]
*The 2016 T4 Government XML File layout has no change for this reporting year except some clarification of existing descriptions.
At line 42 removed 2 lines
!T4A Government XML File
There are no changes for the 2020 T4A Government XML File layout \\
At line 45 changed 2 lines
Please download CRA XML Schema from: \\
[https://www.canada.ca/en/revenue-agency/services/e-services/filing-information-returns-electronically-t4-t5-other-types-returns-overview/filing-information-returns-electronically-t4-t5-other-types-returns-file.html#stp2]
*[IDIF] screen has implemented the 2016 xml schema format.
At line 48 removed 5 lines
\\ \\
The IDIF form is configured for the Current Year xml schema format.
__IDFDV Form__\\IDFD and IDFDV new form definition HL$CAN-T4A-YYYY
At line 54 removed 13 lines
The following steps outline the sequence to produce the Government Reports and Files, and to print the Forms:
\\
__IPPC__\\
* Set up new Pay Components with PC Usages 5700, 5701, 5702, 5703, 5704, 5705 to be used for T4 Codes 57, 58, 59 and 60 reporting (new for 2020 reporting)\\
\\
__UPPHT__\\
* Produce the Pay History for the new Pay Components in IPVT
* Creates a csv file for reconciliation and balancing of the new Pay Component amounts
* Generates IDCL records for CAN_T4_2020, CAN_T4_2020_SUMMARY and CAN_T4_2020_YEARLY
\\
__RPREGT__\\
* Produce YTD Register
* For the 'Provide Totals By' parameter, select 'Fed Regist Number' \\ \\
At line 68 changed 4 lines
__IDFD__
* Set up the Form Code and Government File Definitions
* This form defines the default values for users to enter on the IDFDV form
* The information on this form is provided by High Line with the Year End software \\ \\
!Government Reporting - Sequence
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__IDFDV__
* Set up the Form and File Definition with your user information \\ \\
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__RDFD__
* Print the Form and File Definition from the IDFD and IDFDV forms \\ \\
*Seed data scripts are delivered to clients with the year end software release used to load in the IDFD form code definition SEED_IDFD_HL$CAN_T4_CCYY.sql.
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__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. \\ \\
At line 84 removed 43 lines
__RDIF__
* Print the government Magnetic Media file layout from the [IDIF] form \\ \\
__RPYEC__
* Stands for 'Report Payroll Year End Canada'
* Extracts information from the YTD information according to the Form Code on IDFDV
* Produces the Summary Total Report by government registration or by employee detail
* When RPYEC is run, the 'Process Remittance' field should be set to Yes
* Users must verify the Summary Total balances to the YTD Register report
* Check the exception messages from the Summary Report and correct any exceptions
* Stores results by GVT Run Number for each employee in the Government Reporting tables \\ \\
__IPGR__
* View data by GVT Run Number after the RPYEC process is run \\ \\
__IPGH__
* View data by GVT Header after the RPYEC process is run for an employee
* Users can change the Print Stage to request a 'Duplicate' or 'Amended Copy' \\ \\
__RPGRC__
* Stands for 'Report Payroll Government Reporting Canada'
* Reads the Government Reporting table information generated by the RPYEC process
* Produces the Summary Total Report by government registration, or by detail employee, for the defined Form Code on IDFDV
* Produces the government Magnetic Media File to be submitted to the government
* Users must verify the Summary Total balances to the RPYEC/RPREGT reports
* Check the exception messages from the Summary Report and correct any exceptions
* Generates the High Line XML file to feed into the Form Print Programs RPT4W, RPT4A, RPT4AW, RPRL1W etc. to print the T4, T4A and Releve Forms by employee
__Form Print__
* RPT4W, RPT4AW, RPT4AW, RPRL1W, etc. to print government forms for the employee
* Reads the XML file generated from the RPGRC process to print on Government Forms
* Prints the Employee or Employer Copy on the Government forms
* Generates grand totals for the RMEX report to balance to the RPGRC grand totals\\ \\
__RMEX__
* Reads the Execution Run Log from the Form Print programs RPT4W, RPT4AW, RPRL1W etc.
* Prints grand totals to balance to the RPGRC grand totals\\ \\
__UPGRUNDO__
* Users can undo by GVT Run number by employee
* To undo an erroneous GVT Run due to set up issues or to remove archived GVT information
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!IDFD - Form Code HL$CAN-T4-YYYY
(YYYY is the current reporting year) \\ \\
The IDFD form provides on-line help and updates to the definition of T4s. This form defines the default values for users to enter on the IDFDV form. \\
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High Line provides seed data scripts to our customers with the Year End software release to load in the IDFD Form Code SEED_IDFD_HL$CAN_T4_YYYY.sql.
!IDFD - Form Code HL$CAN-T4-CCYY (where CCYY is the current reporting year)
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* It is not necessary to maintain this form, unless instructed to do so by High Line.
* This seed data script is re-runnable. It will not erase the IDFDV set up of the same Form Code.
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*Seed data scripts are delivered to clients with the year end software release used to load in the IDFD form code definition SEED_IDFD_HL$CAN_T4_CCYY.sql.
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!IDFDV - Copy Last Year's Definition to Current Year
After the HL$CAN-T4-YYYY information has been loaded, users can copy the 'IDFDV Variable' definition from last year to the current year by using the "Copy" button on the IDFDV form as follows:
# Select last year's Form Code
# Press the "Copy Form Definition" button
# The Copying dialog box is displayed. Enter the current year Form Code
# Set the "Copy Definition with Variables" toggle to ON. This will copy the variables set up from the previous year to the current year for the same Field Identifier name. \\ \\
*When loading the year end software, the [IDFD] definition will automatically be loaded; you are not allowed to change IDFD definition.
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!T4 Form Definition Variables
The Variable Definition (IDFDV) form is used to enter the variable data needed to complete the printing of T4's, for both the printed T4s and the Magnetic Media files. On this form, users define where, in their particular set up, each required field of data will be retrieved from. \\ \\
*After IDFD is loaded, you must set up the company information for this form definition on [IDFDV] screen.
At line 148 changed one line
Example: Users can reference pay components, elements, database items, etc. For more information regarding the possible sources, refer the Field Descriptions table below. \\
*You may copy IDFDV Variable definition from last year to current year. Please read [PR_CAN_Govt_Reporting_2016_eP.doc] section ['Copy Last Year's Definition to Current Year']
At line 150 changed one line
Users should only work with the 'Field Source' and 'Field Variable' columns. The Derivation Expression field can be used by __advanced__ users or under the guidance of a High Line consultant. \\
*This seed data script is a re-runable script, it will not erase the IDFDV set up of the same Form Code
At line 152 changed one line
Please refer to Revenue Canada for a clearer and more in depth description of the appropriate method to complete your forms. Users should read the following Form Descriptions and refer to the 'Employer's Guide - Filing T4 Slip and Summary 2018 (RC4120)' prior to setting up IDFDV form. \\ [https://www.canada.ca/content/dam/cra-arc/formspubs/pub/rc4157/rc4157-19e.pdf] \\
!!IDFDV Form Definition
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!IDFDV Field Descriptions
||Field||Desciption
|Identifer|This value defaults in from the IDFD form and shows the relevant box on the T4 form or stored on the file.
|Seq #|Defines the sequence number of the Identifier
|Description|This value defaults in from the IDFD form and displays the corresponding T4 Form Box description form or stored on the file.
|Level|Defaults in from the IDFD form, displays the Level (Federal, State, Employer, etc.) that is being reported on for forms/media file.
|O/R Prompt|Displays the user-defined text (prompt) to print on the Summary Reports. These user-defined terms are __not all__ used on the T4 __forms__ but are __all__ used on the summary __reports__.
|Source|Defines the source of the variable data to report on the T4 from. The Source defines the Field Variables that will be available. Options are: \\* Constant: Input a character string, such as the company name. Manual data entry \\* Database column: Choose from a list of Data Base fields available \\* Statistic: Choose from a list of Statistics from IDSC \\* Pay Component: Choose from a list of Pay Components from IPPC \\* Element: Choose from a list of Elements from IPPE \\* IDGV Variable: Choose from a list of User Defined fields defined for the Government Registration (IDGV) form
|Field Variable|Defines the relevant value for the record from the LOV previously defined in the Source field.
|Field Usage|This value defaults in from the IDFD form and defines where this record will be used. Options are: Form only, File only or Form and File.
|Text|Defaults in from the IDFD form, help/explanation text for the field.
|Derivation Expression|Used to format the information so that it is presented as required. \\Example: Users can show all of the information in upper case. This is where a string formula would be defined.
!IDFDV - Form Code HL$CAN-T4- CCYY (where CCYY is the current reporting year)
*You must set up the company information for this form definition on [IDFDV] screen.
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!IDFDV - Form Variables
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!IDFDV T4 Form Code Identifiers
;IDFD FORM:HL$CAN-T4-CCYY - supplied by system
;IDFD FORM TYPE:CDN T4 Definition - indicate the T4 definition is used
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IDFD FORM: HL$CAN-T4-YYYY - supplied by system
IDFD FORM TYPE: CDN T4 Definition - defines the T4 definition is used
||Field Identifier||Description||Suggested Field Source||Suggested Variable
|T4-ER-NAME|Employer Name|Data Base Column|DED.ENTITY_NAME
|T4-ER-NAME2|Employer Name - Line 2|Data Base Column|DED.ENTITY_NAME, optional
|T4-ER-CAREOF|Employer Name (care of)|Data Base Column|optional
|T4-ER-ADDR1|Employer Address Line 1|Constant|blank or MAIL
|T4-ER-ADDR2|Employer Address Line 2|Constant|blank
|T4-ER-ADDR3|Employer City|Constant|blank
|T4-ER-ADDR4|Employer Province|Constant|blank or NAME
|T4-ER-ADDR5|Employer Country|Constant|blank or NAME
|T4-ER-POSTAL|Employer Postal Code|Constant|blank
|T4-ER-MAG-PROV|Employer Prov for Mag File|Constant|blank
|T4-ER-MAG-CNTRY|Employer Country for Mag File|Constant|blank
|T4-ACCT-NAME|Accounting contact name|Constant|Enter your company data
|T4-ACCT-TEL-AREA|Accounting contact tel area code|Constant|Enter your company data
|T4-ACCT-TEL|Accounting contact telephone|Constant|Enter your company data
|T4-ACCT-TEL-EXT|Accounting contact tel extn|Constant|Enter your company data
|T4-ACCT-LANG|Accounting contact Language|Constant|E
|T4-REGIST-PEN1|Registered pension plan number 1|Constant|Enter your company data
|T4-REGIST-PEN2|Registered pension plan number 2|Constant|Enter your company data
|T4-REGIST-PEN3|Registered pension plan number 3|Constant|Enter your company data
|T4-REGIST-PEN4|Registered pension plan number 4|Constant|Enter your company data
|T4-REGIST-PEN5|Registered pension plan number 5|Constant|Enter your company data
|T4-PROP1-SIN|Proprietor #1 SIN |Constant|Enter your company data
|T4-PROP2-SIN|Proprietor #2 SIN |Constant|Enter your company data
|T4-YOUTH-IND|Youth Hires Program Indicator|Constant|1
|T4-EE-NAME1|Employee Surname|Data Base Column|EID.LAST_NAME
|T4-EE-NAME2|Employee First Name|Data Base Column|EID.FIRST_NAME
|T4-EE-NAME3|Employee Middle Initial|Data Base Column|EID.MIDDLE_NAME
|T4-EE-ADDR1|Employee Address Line 1|Constant|blank or MAIL
|T4-EE-ADDR2|Employee Address Line 2|Constant|blank
|T4-EE-ADDR3|Employee City|Constant|blank
|T4-EE-ADDR4|Employee Province|Constant |blank or NAME
|T4-EE-ADDR5|Employee Country|Constant|blank or NAME
|T4-EE-POSTAL|Employee Postal Code|Constant|blank
|T4-EE-MAG-PROV|Employee Prov for Mag File|Constant|blank
|T4-EE-MAG-CNTRY|Employee Country for Mag File|Constant|blank
|T4-BOX-SIN|Social Insurance Number|Data Base Column|EID.GOVERNMENT_CODE
|T4-EE-DISTR|Print Distribution on T4 form|Constant|blank or 1\\If 1, print employee distribution
|T4-EE-DESTIN|Print Pay Destination|Constant|blank or 1\\If 1, the employee destination is concatenated to employee distribution for printing purpose
|T4-EE-DISTR1|Employee Distribution 1|Data Base Column|PPA.PAYROLL_CODE
|T4-EE-DISTR2|Employee Distribution 2|Data Base Column|EID.PERSON_CODE
|EXCLUDE-EE|Exclude Employee|Data Base Column
|T4-BOX-14|Employment Income|Element|T4-BOX-14
|T4-BOX-16|Employee's CPP contribution|Element|T4-BOX-16
|T4-BOX-16-ER|Employer's CPP contribution|Element|T4-BOX-16-ER
|T4-BOX-17|Employee's QPP contribution|Element|T4-BOX-17
|T4-BOX-17-ER|Employer's QPP contribution|Element|T4-BOX-17-ER
|T4-BOX-18|Employee's EI Premiums|Element|T4-BOX-18
|T4-BOX-18-ER|Employer's EI Premiums|Element|T4-BOX-18-ER
|T4-BOX-20|RPP contributions|Element|T4-BOX-20
|T4-BOX-22|Federal Income Tax deducted|Element|T4-BOX-22
|T4-BOX-24|EI Insurable Earnings|Element|T4-BOX-24
|T4-BOX-24-PRT|EI Insurable Earnings Printed|Not specified|Information only, do not set up
|T4-BOX-26-CPP|CPP Pensionable Earnings|Element|T4-BOX-26-CPP
|T4-BOX-26-QPP|QPP Pensionable Earnings|Element|T4-BOX-26-QPP
|T4-BOX-26-EXCEPT|CPP/QPP Excepted Earnings|Element|T4-BOX-26-EXCEPT
|T4-BOX-26-OTHER|CPP/QPP Other Earnings|Element|T4-BOX-26-OTHER
|T4-BOX-26-PRT|CPP/QPP Earnings Printed|Not specified|Information only, do not set up
|T4-BOX-28-CPP-PRT|CPP Exempt Indicator|Not specified|Information only, do not set up
|T4-BOX-28-QPP-PRT|QPP Exempt Indicator |Not specified|Information only, do not set up
|T4-BOX-28-EI-PRT|EI Exempt Indicator|Not specified|Information only, do not set up
|T4-BOX-28-PPIP-PRT|PPIP Exempt Indicator|Not specified |Information only, do not set up
|T4-BOX-29-PRT|Employment Code|Not specified|Information only, do not set up
|T4-BOX-44|Union Dues|Element|T4-BOX-44
|T4-BOX-44-PRT|Union Dues Printed|Not specified |Information only, do not set up
|T4-BOX-46|Charitable Donations|Element|T4-BOX-46
|T4-BOX-50-REG1|RPP Registration Number 1|Data Base Column|constant
|T4-BOX-50-REG2|RPP Registration Number 2|Data Base Column|constant
|T4-BOX-50-REG3|RPP Registration Number 3|Data Base Column|constant
|T4-BOX-50-REG4|RPP Registration Number 4|Data Base Column|constant
|T4-BOX-50-REG5|RPP Registration Number 5|Data Base Column|constant
|T4-BOX-50-RPP1|RPP Amount 1|Element|T4-BOX-50-RPP1
|T4-BOX-50-RPP2|RPP Amount 2|Element|T4-BOX-50-RPP2
|T4-BOX-50-RPP3|RPP Amount 3|Element|T4-BOX-50-RPP3
|T4-BOX-50-RPP4|RPP Amount 4|Element|T4-BOX-50-RPP4
|T4-BOX-50-RPP5|RPP Amount 5|Element|T4-BOX-50-RPP5
|T4-BOX-50-PRT|RPP or DPSP Plan Number Printed|Not specified|Information only, do not set up
|T4-BOX-52|Pension Adjustment|Element|T4-BOX-52
|T4-BOX-55|PPIP Employee Premium|Element|T4-BOX-55
|T4-BOX-55-ER|PPIP Employer Premium|Element|T4-BOX-55-ER
|T4-BOX-56|PPIP Insurable Earnings|Element|T4-BOX-56
|T4-BOX-56-PRT|PPIP Insurable Earnings Printed|Not specified|Information only, do not set up
|OTHER-30|Housing, Board and lodging|PC or Element|T4-BOX-OTH-30
|OTHER-31|Special work site|PC or Element|T4-BOX-OTH-31
|OTHER-32|Travel in prescribed zone|PC or Element|T4-BOX-OTH-32
|OTHER-33|Medical Travel|PC or Element|T4-BOX-OTH-33
|OTHER-34|Personal use of employer auto|PC or Element|T4-BOX-OTH-34
|OTHER-35|Reasonable KM allowance|PC or Element |T4-BOX-OTH-35
|OTHER-36|Interest free loan|PC or Element|T4-BOX-OTH-36
|OTHER-37|Home relocation loan deduction|PC or Element|T4-BOX-OTH-37
|OTHER-38|Stock option benefits|PC or Element|T4-BOX-OTH-38
|OTHER-39|Stock option 110(1)(d)|PC or Element|T4-BOX-OTH-39
|OTHER-40|Other Taxable benefits|PC or Element|T4-BOX-OTH-40
|OTHER-41|Stock option 110(1)(d.1)|PC or Element|T4-BOX-OTH-41
|OTHER-42|Employment Commissions|PC or Element|T4-BOX-OTH-42
|OTHER-53|Deferred stock option benefits|PC or Element|T4-BOX-OTH-53
|OTHER-70|Officer expense allowance|PC or Element|T4-BOX-OTH-70
|OTHER-71|Status Indian employee|PC or Element|T4-BOX-OTH-71
|OTHER-72|Section 122.3 income|PC or Element|T4-BOX-OTH-72
|OTHER-73|Number of days outside Canada|PC or Element|T4-BOX-OTH-73
|OTHER-74|Pre 1990 Past Serv-Contributor|PC or Element|T4-BOX-OTH-74
|OTHER-75|Pre 1990 Past Serv-Not Contributor|PC or Element|T4-BOX-OTH-75
|OTHER-77|Workers Compensation repaid|PC or Element|T4-BOX-OTH-77
|OTHER-78|Fishers Gross earnings|PC or Element|T4-BOX-OTH-78
|OTHER-79|Fishers Net partnership amt|PC or Element|T4-BOX-OTH-79
|OTHER-80|Fishers Shareperson amt|PC or Element |T4-BOX-OTH-80
|OTHER-81|Placement Agency Earnings|PC or Element|T4-BOX-OTH-81
|OTHER-82|Drivers Earnings|PC or Element|T4-BOX-OTH-82
|OTHER-83|Barbers Earnings|PC or Element|T4-BOX-OTH-83
|OTHER-84|Public Transit Pass|PC or Element|T4-BOX-OTH-84
|OTHER-85|EE prem private health plan|PC or Element|T4-BOX-OTH-85
|OTHER-86|Security Options selections|PC or Element|T4-BOX-OTH-86
|OTHER-87|Emergency services volunteer exempt amount|PC or Element|T4-BOX-OTH-87
|OTHER-88|Indian (exempt income)|PC or Element|T4-BOX-OTH-88
|OTHER-97|Stock option benefit-before Feb 28,2000|PC or Element|T4-BOX-OTH-97
|OTHER-98|Stock dedn 110(1)(d)-before Feb 28,2000|PC or Element|T4-BOX-OTH-98
|OTHER-99|Stock dedn 110(1)(d.1)-before Feb 28,2000|PC or Element|T4-BOX-OTH-99
|SUB-REF-ID|Submission Reference ID|Constant|Unique number for each filing\\IDIF is set up to use GVT Run Number for Submission Reference ID as default, if user wants to override the GVT Run Number, then enter value in this IDFDV Identifier and manually change the IDIF set up for <sbmt_ref_id> tag to pick up the Variable Name from IDFDV Identifier with this SUB-REF-ID sequence
|FILE-TYPE-CODE|Transmitter Type Code|Constant|Constant '904' for T4
|FILE-DATA-TYPE|Data Type Code|Constant|1
|FILE-TRAN-NUM|Transmitter number|Constant|MM999999
|FILE-TRAN-TYPE|Transmitter type indicator|Constant|1
|FILE-TRAN-NAME1|Transmitter Name - line 1|Constant|Enter your company data
|FILE-TRAN-NAME2|Transmitter Name - line 2|Constant|Enter your company data
|FILE-TRAN-ADDR1|Transmitter Address - line 1|Constant|Enter your company data
|FILE-TRAN-ADDR2|Transmitter Address - line 2|Constant|Enter your company data
|FILE-TRAN-CITY|Transmitter City|Constant|Enter your company data
|FILE-TRAN-PROV|Transmitter Province|Constant|Enter your company data
|FILE-TRAN-COUNTRY|Transmitter Country|Constant|Enter your company data
|FILE-TRAN-POSTAL|Transmitter Postal Code|Constant|Enter your company data
|FILE-CONT-NAME|Technical contact name|Constant|Enter your company data
|FILE-CONT-TEL-AREA|Technical contact tel area code|Constant|111
|FILE-CONT-TEL|Technical contact telephone|Constant|2223333
|FILE-CONT-TEL-EXT|Technical contact tel extn|Constant|1234
|FILE-CONT-LANG|Technical contact Language|Constant|E
|FILE-CONT-EMAIL|Contact E-mail address|Constant|Enter your company data
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[{InsertPage page='IDFDV_Form_Definitions_CDN T4'}]
!!Generate GVT Run for T4
!RPYEC - Selection Criteria
This extracts information from YTD according to FORM CODE from IDFDV and will produce the Summary Total Report by government registration. This process also stores the results by GVT Run Number for each employee in the Government Reporting table.
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!Report T4 Form Definitions Variables - RDFD
Generates a list of the T4 Form and File Definitions defined on the IDFDV form.
;Form Code:Enter HL$CAN-T4-CCYY for current reporting year
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!Special Notes for T4 Boxes
__Exclude EEs__\\
Users can exclude certain employees from T4 reporting by setting up the EXCLUDE-EE Identifier on the IDFDV form. \\ \\
If the value of the EXCLUDE-EE Identifier is set to Yes, the employee is by-passed. \\
Example: If a user does not want to report employees whose assignment title is "Election Worker" or "Self Employed", then:\\
For the EXCLUDE-EE Identifier, set up the following:
* Field variable = EASD.ASSIGNMENT_TITLE
* Derivation Expression = decode(~,'Election Worker','Y','Self Employed','Y','N') \\ \\
Please enter other prompts appropriately.
At line 188 changed one line
__NOTE__: Use UPPER(~) to convert an alphanumeric field to compare all upper case letters.\\ \\
After [RPYEC] is run, the GVT Run Number is generated for this RPYEC run for all qualified employees. You can go into [IPGR] and [IPGH] screen to view the T4 generated by this GVT Run Number.
At line 190 changed one line
If a user has a complex situation to exclude an employee, a STAT CODE can be used to indicate the employee should be excluded. \\
You then should run [RPGRC] to generate the government xml file to send to the government and also to generate the internal xml file for printing of the T4 by RPT4 program.
At line 192 changed 6 lines
Example: An employee is excluded when they work in certain groups, or with certain hours. Users can keep track of this by setting the STAT CODE value to 1.00. \\
Then on IDFDV, set up the following for the EXCLUDE-EE Identifier:
* Field Source = Statistics
* Field variable = the STAT CODE that is used to exclude employees
* Derivation Expression = decode(~,1,'Y','N')
\\
!RPGRC - Selection Criteria
;GVT Run Number:Enter the GVT Run Number from RPYEC run
;Form Code:Enter HL$CAN-T4-CCYY for current reporting year
;Govt Interface Format:Enter HL$CAN-T4-CCYY\\This Interface Format is defined on IDIF screen and supplied by our software
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!Primary and Mailing Addresses
[Employer Address|]\\
If a user wants to use the Employer Primary Address, the user does not need to set up the 1220 - 1270 Identifiers. Leave these Identifiers blank and the system will use the Primary Address as the default.
Please enter other prompts appropriately.
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If a user wants to use the Employer Mailing Address, the user needs to define the following Identifiers:
||Seq #||Field Identifier||Description||Field Variable
|1220|T4-ER-ADDR1|Employee Address Line 1|MAIL
|1230|T4-ER-ADDR2|Employee Address Line 2|Blank
|1240|T4-ER-ADDR3|Employee City|Blank
|1250|T4-ER-ADDR4|Employee Province|Blank or constant NAME
|1260|T4-ER-ADDR5|Employee Country|Blank or constant NAME
|1270|T4-ER-POSTAL|Employee Postal Code|BLANK
|1280|T4-ER-MAG-PROV|Employee Prov for Mag File|Blank
|1290|T4-ER-MAG-CNTRY|Employee Country for Mag File|Blank
After [RPGRC] is run, the government xml file is generated and is ready for an xml parser validation prior to sending to the government; the internal xml file is generated for printing of the T4 by RPT4 program.
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* The Reference Text field will guide the setup of each Address Identifier.
* If the Employer mailing address is not defined on the IDLN form or the Location field on the IDEN form, the IDLN primary address will be used.
* If an Address was set up and if the word MAIL is defined, the mailing address will be used, otherwise the primary address will be used.
* If the Country Code is not Canada or USA, then the T4-ER-MAG-PROV Identifier should be set to ZZ - Other. \\
!!Form Print Selection Criteria
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[Employee Address|]\\
If a user wants to use the Employee Primary Address, the user does not need to set up the 2100 - 2170 Identifiers. Leave these Identifiers blank and the system will use the Primary Address as the default.
!RPT4 - Selection Criteria
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If a user wants to use the Employee Mailing Address, the user needs to set up the following Identifiers:
||Seq #||Field Identifier||Description||Field Variable
|2100|T4-EE-ADDR1|Employee Address Line 1|MAIL
|2110|T4-EE-ADDR2|Employee Address Line 2|Blank
|2120|T4-EE-ADDR3|Employee City|Blank
|2130|T4-EE-ADDR4|Employee Province|Blank or constant NAME
|2140|T4-EE-ADDR5|Employee Country|Blank or constant NAME
|2150|T4-EE-POSTAL|Employee Postal Code|BLANK
|2160|T4-EE-MAG-PROV|Employee Prov for Mag File|Blank
|2170|T4-EE-MAG-CNTRY|Employee Country for Mag File|Blank
For Oracle reports, you must run all Government Form Print programs (i.e. RPT4, RPT4A, RPT4ANR, RPNR4, RPRL1, RPRL2) and send the report to PDF file instead of to the Previewer. All Form Print programs are aligned with the government forms in PDF format with user ability to adjust the parameters for Top Margin and the 'Between Form Space' when generating the PDF file. Once after the PDF file is generated, the users do not need to adjust the Page Set up when printing.
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* The Reference Text field will guide the user for the setup of each Address Identifier.
* If the Employee mailing address is not defined on the IEPI form, the IEPI primary address will be used.
* If an Address was set up and if the word MAIL is defined, the mailing address will be used, otherwise the primary address will be used.
* If the Country Code is not Canada or USA, then the T4-EE-MAG-PROV Identifier should be set to ZZ - Other.
!!Report Parameters & Filters
||Report Parameters||This section is used for both Oracle and Windward report
|Print T4 Copy|specifies the Employer or Employee copy to be printed.\\From Lexicon: [T4 Forms|X_T4_FORMS] lexicon available
|Exception Level|the user should always run with Exception only unless for tracing
|Duplicate/Amended|Optional text to print on T4 form to indicate 'Duplicate' or 'Amended' copy\\There are two ways to print Duplicate or Amended T4 forms, please read below
|Test Form Set-Up|Optional\\All users should test their Printer with this 'Test Form Set Up' toggle to find out the correct Page Set Up for 'Top Margin Adjustment' and 'Between Form Space' adjustment prior to printing the actual T4 Forms.\\ \\Since each Printer's Page Set Up margin varies differently, each time when the user is printing the T4 forms on a different Printer, the user should do a Printer Set up test
|Trial Print only|Optional,toggle\\Allows you to print T4 forms for verification\\ \\In non-trial mode, RPT4 updates GVT Headers Govt Print Stage of the run
|Show T4 Form|Optional\\If this toggle is checked, RPT4 will print the T4 Form image downloaded from the CRA website on the background for user to view the T4 information.
|Include Back Information|Optional\\If this toggle is checked, RPT4 will print the information from the back of the T4 Form image downloaded from the CRA website.
|User Comment|Optional\\Please enter user comment to be printed on Parameter page
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!!T4 Processing
* Users can print a specific Province, or all Provinces. If all Provinces are to be printed, the Print Program will print a T4 form for each province that an employee has worked in.
||Report Parameters||(* Oracle Report Only)
|Directory Name|Enter a valid directory name, must be the same as RPGRC run
|XML File Name|The XML File name that is generated from RPGRC with file extension _HL.xml
|Slips Per Segment|Optional\\The user no longer needs to send in T4 Segments when filing less than 500 slips on paper forms, however, the user may still choose to use the T4 segments at their discretion\\ \\If user sends in T4 slips in bundle of 200 or other quantities, then the user needs to answer this prompt
|Adjust Top Margin|Optional\\specifies the Top Margin Adjustment for the printing of the form\\ \\The user should default to NULL or '00 - 0 line' adjustment to begin testing\\ \\After the PDF file is generated, print one page on blank paper, align the paper with the pre-printed form and check if the alignment fits into the box\\ \\If adjustment is needed, then re-run RPT4 by entering the Top Margin adjustment
|From Lexicon|[Top Margin Adjust.|X_TOP_MARGIN_ADJ]
|Between Form Space|Optional\\specifies the space increment between 2 forms on the same page\\ \\The user should default to NULL or '0 - 0 line space' to begin testing\\ \\After the PDF file is generated, print one page on blank paper, align the paper with the pre-printed form and check if the alignment fits between 2 forms\\ \\If adjustment is needed, then re-run RPT4 by entering the 'Between Form Space'
|From Lexicon|[Between Form Space|X_BTWN_FORM_SPACE]
|Show Frame (Test Only)|when user is testing the margin set up or to debug a Print Format problem, the user may use this toggle to show the line border of the internal Frames
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* If an employee is paid by multiple government registrations, then multiple T4 slips are produced, by government registration number, for the employee.
||Report Filters||
|GVT Run (WW only)|This is not used for Oracle RPT4 report, it will be used for Windward RPT4
|Person Code|optional, if Person Code is not entered, all employees in the xml file will be printed
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* T4 slips are printed in alphabetical order by the employee's Surname, First Name, within a government registration number.
%%information For Oracle report, if the combination of 'Top Margin Adjustment' and 'Between Form Space' pushes the Form to go over to the next page, the user should check the alignment with the actual pre-printed form and re-run RPT4 with different 'Top Margin' and 'Between Form Space' again.%%
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* The font size for printing T4 slips is the standard 10 or 12 character per inch font, character mode.
When you are running RPT4 for actual Form printing, please do not toggle the 'Show T4 Form', 'Show Frame' parameters.
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* Negative (credit) amounts are never allowed for T4 reporting. If negative amounts are encountered, an exception message is printed and users must resolve the negative amount(s) and re-run the process.
!RPT4 - Sample Print
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* If there is no amount to be printed in a Box on the T4 form, the Box is left as BLANK. A zero amount or 'NIL' is __NOT__ allowed.
%%warning IMPORTANT: When printing from the pdf file, the user must turn on the ACTUAL SIZE toggle to print on the pre-printed government forms to avoid re-sizing of the form.%%
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* Users can sort inactive and active employees separately for mailing purposes.
** If the Employment Status is A (Active) then the employee is considered active, otherwise the employee is considered inactive.
!!Processing
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* The T4 slip has an "Other Information" area to report up to 6 footnote codes and amounts for each form.
!RPT4 Form Print Processing
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*If there are more than 6 footnote codes to be reported, then subsequent T4 slips are generated until all footnote codes have been printed.
** Each subsequent T4 slip must report $1.00 in Employment Income Box 14 in order for Canada Customs and Revenue Agency (CCRA) to process the additional T4 slip. If all numeric boxes are zero, the T4 slip will be bypassed.
** If additional T4 slips are reported with $1.00 in Box 14, then the previous T4 slip is reduced by $1.00 in Box 14.
The 'Print Format' of RPT4 Program is based on Government published T4 (14) Form. If you are using other Version of the T4 form, e.g T4 (12) version, please test the RPT4 Form layout prior to printing.
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* If an employee works in more than one province, then one T4 slip is produced for each province for the employee. The "Other Information" area T4 slips are also generated by Province.
Please be advised that RPT4 would support the latest version of the Government Published Form at time of programming and show the Version of Form being used in the cover page of the report, e.g. T4(14). We suggest the user should use the same Form Version as the RPT4 program. However, if the user receives a different Version of the Form from the government, and RPT4 program does not align properly with the Form, then there are two options for this situation:
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* The 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 $1.00.
# The user can re-order the Form from the government that is the same as RPT4 program (if the user is using a prior year version of T4)
# inform your [{$applicationname}] vendor of the Form variation, and they will assess the difference, RPT4 program may be revised
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* The alphanumeric fields are left justified with no space between each character, such as JOHN DOE, not J O H N D O E.
RPT4 Form Print program prints all information generated by RPGRC _HL.xml file according to selection criteria
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* The numeric fields are lined up with the decimal.
If an employee has many Footnotes to be reported, multiple T4 forms will be printed, each T4 Form prints 6 Footnote codes until all Footnotes are printed
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* T4 grand totals are generated for all T4 forms as Execution Run Log Exception Messages to balance to the RPYEC Summary report
RPT4 program generates Summary Totals by each Business Number, at the end of the RPT4 run, a grand total is generated for all Business Numbers of the run
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*Users __MUST__ run the RMEX report with the RPT4W run Mex ID to print the T4 grand totals to verify all records are printed.
You must run RMEX with the RPT4 mex id to obtain the Summary and Grand totals to balance to the RPGRC Summary report
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!!Generate GVT Run for T4
[{InsertPage page='RPYEC'}]
RPT4 Summary and Grand Totals are accumulated for Boxes shown on the T4 Form, the footnotes are not totaled
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[{InsertPage page='RPGRC'}]
You should verify RPT4 Boxes to balance to RPGRC
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If RPT4 cannot select any information from the xml file to print, the user must run RMEX with the RPT4 mex id to review any error or exception messages to locate the problem, usually the problem is because of an invalid Directory or File name
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!!Form Print Selection Criteria
!Duplicate or Amended Copies
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!T4 Printing and Balancing
The RPT4W and RPT4AW programs generate the form boxes, as well as the instructions on the reverse side. __Pre-printed forms are not required.__\\
If the employee lost the T4 form, you need to reissue the T4 Form to the employee, this is the 'Duplicate Copy' of the original T4 form
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Once the year-to-date information is correct, run the RPT4W report to print the T4 Forms.
If the user discovers erroneous box information on T4 form and need to adjust the Box information, the user may need to modify the IDFDV set up and then re-run RPYEC, RPGRC, RPT4, this is the 'Amended' T4 form
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* This function generates and prints the T4 forms, as well as the T4 Media file, based on the parameter selections
* Users should write down the Execution ID of the RPT4W run and run RMEX to obtain the grand total report for the T4s printed by RPT4W
There are two ways to print 'Duplicate Copy' or 'Amended' T4 forms:
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The PDF file is generated in the working directory of your P2K path. \\ \\
Write down the Execution ID of the T4 Print Program report and run RMEX to obtain a grand total report.
#You request on IPGH screen for the employee, then run RPYEC, RPGRC to generate the _HL.xml file that contains the Duplicate/Amended records
#*when user is running RPT4 with the new _HL.xml file, RPT4 will automatically print the word 'DUPLICATE COPY' or 'AMENDED' on T4 form depending on the GVT Run option of RPGRC run
#*at the end of RPT4 run, in non-trial mode, the GVT Header stage will be updated with 'Duplicate' or 'Amended' stage
#When RPT4 is run, the user can enter the word 'DUPLICATE COPY' or 'AMENDED' on the prompt
#*This method should be used when user has many forms to be printed with 'DUPLICATE COPY' or 'AMENDED' and there is not enough time to re-generate the _HL.xml file from RPYEC, RPGRC, and the original _HL.xml file still exists
#*When RPT4 is run, the manually specified word 'DUPLICATE COPY' or 'AMENDED' will be printed on T4 form
#*At the end of RPT4 run, in non-trial mode, the GVT Header comment field will be updated with the user specified wording, i.e. 'Duplicate Copy' or 'Amended'
#*If other wording is needed to print on T4 form, the user may enter the text on this prompt for RPT4. e.g. 'CANCEL COPY', 'ORIGINAL COPY'
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!T4 Slip Print Characteristics
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!RPT4W Report Parameters
||Field||Description
|Print T4 Copy|Defines if the Employer or Employee copy will be printed. Options are: \\*01: Employer Copy. Prints 2 employees on one page. Use as the Employer Copy to send to government or keep for reference. \\*02: Employee Copy. Prints 1 employee 2 times on 1 page. Use as the Employee Copy to distribute to the employees
|Duplicate/Amended|Optional. Defines the text to print on the T4 form to indicate if it is a 'Duplicate' or an 'Amended' copy.
|Include Back Information|When set to YES, the report will print the information from the back of the T4.
|Trial Print only|Defines if the Print Stage field on the IPGH form will be updated when the T4s are printed. \\When set to Yes, the field will not be updated. \\When set to No, the Print Stage will be changed to Forms Printed. \\Optional.
|Exception Level|Defines the level of detail on the exception report. Users should always run with 'Exception Only' unless for needed for tracing
T4 slips are printed in alphabetical order by employee's SURNAME, FIRST NAME within a government registration number
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!RPT4W Report Filters
||Field||Description
|GVT Run|Mandatory. Defines the GVT Run number to extract data from and produce the T4 form.
|Person|Optional. Person code of the employee being tested with. If a Person Code is not defined, all the employees in the xml file will be printed.
|People List|Optional. A people list may be used to indicate specific employees that are to be processed.
|Status Type|Optional. Allows organizations to print forms for a defined Status Type. Options are: \\* Active \\* Cobra \\* Inactive \\* Leave \\*Pending \\*Retired \\*Survivor \\* Terminated \\*Unpaid Leave
If employees are paid by multiple government registrations, then multiple T4 slips are produced by government registration number for these employees
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__Execution Report__
* Produces the grand total report from RPT4W by running RMEX for the execution ID of T4 run.
* Enter the Execution ID of the RPT4W run to generate a grand total report and balance to the RPYEC report.
The font size for printing T4 slips is the standard 12 character per inch font, character mode
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!!Processing
Negative (credit) amounts are never allowed for T4 reporting and therefore if negative amounts are encountered, an exception message is displayed, the user must resolve the negative amount and re-run
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!RPT4W Form Print Processing
The RPT4W and RPT4AW programs generate the form boxes, as well as the instructions on the reverse side. __Pre-printed forms are not required.__ \\
If there is no amount to be printed for a Box on the T4 form, the Box is left as BLANK, zero or 'NIL' is NOT allowed
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The RPT4W Program Print Format is based on the Government published T4 (19) Form. \\ \\
You may sort inactive and active employees so that inactive employees are printed separately for mailing purpose
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* The RPT4W Form Print program prints all information retrieved from the RPYEC GVT Run Number.
* If an employee has multiple footnote codes to be reported, each T4 Form is printed with 6 footnote codes until all footnote codes are printed.
* If there are more than 6 footnote codes to be printed, then subsequent T4 slips are produced until all footnote codes have been printed.
* The RPT4W program generates Summary Totals, by each Business Number, at the end of the RPT4W run. A grand total is generated for all Business Numbers of the run.
* Users must run RMEX with the RPT4W Mex ID to obtain the summary and grand totals for the T4s printed using the RPT4W.
* The RPT4W summary and grand totals are accumulated for the Boxes shown on the T4 Form. The footnote codes are not totaled.
If the Employment Status is A (Active) then the Employee is considered Active, otherwise the employee is considered Inactive.
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!Form Printing
When printing T4 forms, users are required to print the Employer Copy and Employee Copy of the T4s.
The T4 slip has "Other Information" area to report up to 6 footnote codes and amounts for each form
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* When RPT4W is run, the "Print T4 Copy" parameter defines if the Employer or the Employee Copy should be printed.
* Users must run RPT4W twice; once to print the Employer Copy, and once to print the Employee Copy
* Employer Copy:
** On one sheet, the T4 information is printed for two separate employees.
** The Box 54 Business Number is printed.
** The Employer Copy is sent to the government or is kept by your organization.
If there are more than 6 codes to be reported in the "Other Information" area, then the 2nd or 3rd T4 slips are produced
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* Employee Copy:
** On one sheet, two copies of the T4 is printed for one employee.
** The Box 54 Business Number is NOT printed.
** The Employee Copy is distributed to the employees
The 2nd or 3rd T4 slip prints the employee's demographic information only, the numeric boxes are not printed
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!Duplicate Copies
If an employee works in more than one province, then one T4 slip is produced for each province for this employee, the "Other Information" area are produced by Province
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If an employee loses their T4 Form, organizations can issue a duplicate copy of the T4 form.
The T4 Magnetic Media File is in xml file format and allows all footnote codes to be reported for one employee, multiple XML records are generated for one employee if there are more than 6 footnote codes
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To issue Duplicate Copies:\\
1. Go to the IPGH form for the employee and highlight the form to be duplicated.
* Change the Print Stage to 'Duplicate requested'.
* Click Save
* Repeat for all employees who have requested duplicate copies.
Alphanumeric fields are left-justified with no space between each character, e.g. 'JOHN DOE', not 'J O H N D O E'
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2. Run RPGRC with the "GVT Form Option" set to "Duplicate forms" and the "Trial Print Only" set to Yes
* RPGRC retrieves all GVT Headers with the Print Stage of 'Duplicate Requested' and generates the HL xml file for the Form Print RPT4W, RPT4AW, RPRL1W programs
* There is no need to generate a government xml file for duplicate forms.
* Users do not need to enter the 'Govt Interface Format' field for RPGRC
* Set the 'Trial Print Only' field to YES for RPGRC
The numeric fields are lined up with the decimal
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3. Run RPT4W to print the duplicate forms
* Run the Form Print RPT4W programs to read the RPYEC GVT Run Number to print duplicate forms
* At the end of the Form Print, if the 'Trial Print Only' field is set to No, the GVT Header stage will be updated to 'Duplicate Printed'
* Users can re-run the Form Print program for the Employee or the Employer Copy from the same GVT Run Number. The GVT Header stage will be updated to 'Duplicate Printed' depending on the 'Trial Print Only' field setting.
RPT4 grand totals are generated for all T4 forms as Execution Run Log Exception messages to balance to RPGRC summary report
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!Amended Copies
The user MUST run RMEX report for the MEX ID from the RPT4 run to print the T4 grand Totals to verify all records are printed
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If a user discovers erroneous box information on the T4 form and needs to revise the Box information, users should either correct the employee amounts or modify the IDFDV set up and then re-run the RPYEC, RPGRC and RPT4W processes. This produces the Amended T4 form.
To issue Amended copies:\\
!T4 Slip Print Distribution
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1. Update the employee's YTD information through payroll.
2. Check the IDFDV set up and revise the box information, if necessary
3. Go to the IPGH form for the employee. Locate the form to be amended
* Change the Print Stage to Amendment Requested
* Save
* Repeat this for all employees who requested Amended copies of their forms.
* Run RPYEC with the GVT Form Option set to Amended Forms
* Do not set the Trial Print Only toggle to YES, for the RPYEC process
* Users can set the Retain Amend/Reject Form to YES, to retain the original copy prior to generating the amendment.
* The RPYEC process will retrieve all GVT Headers with the Print Stage set to Amendment Requested and re-derives the YTD according to the IDFDV setup to generate the GVT Header with:
** Print Stage = Amend, Form not Printed
** File Stage = Amend, File not Created
4. Run RPGRC with the GVT Form Option set to Amended Forms
* Do not set the Trial Print Only toggle to YES, for the RPGRC process
* The RPGRC process will retrieve all GVT Headers with the Print Stage set to Amend, File not Created.
* Users should enter the Govt Interface Format definition for the RPGRC to generate the amended government xml file.
* At the end of the RPGRC, the GVT Headers is updated with:
** Print Stage = No Change, Existing Value
** File Stage = Amend File Created
5. Run RPT4W to print the Amended forms.
* When the user is running RPT4W with the new GVT Run Number, RPT4/RPT4W will automatically print the word DUPLICATE COPY or AMENDED on the T4 form, depending on the GVT Run option of the RPGRC run.
* If other wording is required to print on the T4 form, in the Duplicate/Amended parameter, users can enter the text for RPT4W, such as CANCEL COPY or ORIGINAL COPY.
* At the end of the RPT4W run in non-trial mode, the GVT Header Stage will be updated with either the DUPLICATE or AMENDED stage.
!!UPGRUNDO - Undo GVT Run
The UPGRUNDO process allows users to undo a GVT Run number by employee. This process should be used to undo an erroneous GVT Run due to set up issues or to remove any archived GVT information.
!UPGRUNDO Selection Criteria
||Field||Description
|GVT Run Number|Mandatory. Users must enter at least one GVT Run Number
|Person Code|Enter one or more Person Codes. The selected Person codes within the GVT Run Numbers are processed. Optional.
|Trace Level|Users should always run this process with this field set to Exceptions Only unless required for tracing purposes.
|Trial|When set to ON, allows users to review the report for verification prior to running the undo process. \\In non-trial mode, UPGRUNDO removes GVT Headers and GVT Run for the qualified GVT Run.\\Optional.
!!T4 Slip Print Distribution
On the T4 Form, the last line in the Address Box is used to print the user defined distribution information for users to dsitribute the T4 forms to the employees.
Users must set up the following identifiers:\\
On T4 Form, the last line in the Address Box is used to print the user specified distribution information for user to hand out the T4 forms to the employees. The user must set up the following identifiers:
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|T4-EE-DISTR|Constant|Blank or 1|
|T4-EE-DESTIN|Constant|Blank or 1|
|T4-EE-DISTR|(constant) blank or 1|
|T4-EE-DESTIN|(constant) blank or 1|
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If T4-EE-DISTR = 1 (not null), the distribution will be printed below the employee address for distribution purposes, and the distribution will be visible outside the window envelope.
Otherwise, the distribution will not be printed.
If 'T4-EE-DISTR' value = '1' (i.e. not null), then the distribution will be printed below the employee address for distribution purpose and the distribution is visible outside the window envelope, otherwise, the distribution will not be printed
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If T4-EE-DESTIN = 1, the employee's pay destination will be printed along with T4-EE-DISTR1 and T4-EE-DISTR2 fields.
If 'T4-EE-DESTIN' = '1' , then the employee's pay destination is printed along with 'T4-EE-DISTR1' and 'T4-EE-DISTR2'
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Therefore, the logic for printing the distribution on the T4 form is:\\
If T4-EE-DISTR = 1, the distribution information is printed from:
*The employee's pay destination T4-EE-DESTIN, if defined, such as Department or Pay destination
*Concatenates with the values from T4-EE-DISTR1 and T4-EE-DISTR2
Therefore on T4 form, the logic for printing distribution is:
*if 'T4-EE-DISTR' = '1', then the distribution information is printed from:
**optional employee's pay destination T4-EE-DESTIN if specified (i.e. Department or Pay destination of the employee)
**concatenates with the values from 'T4-EE-DISTR1' and 'T4-EE-DISTR2'
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!Box Descriptions
Users should read the following Form Descriptions and refer to "Employers' Guide - Filing the T4 Slips and Summary Forms" RC4120(E) Rev. 19" prior to setting up the IDFDV form.
!T4 Statement of Remuneration - Box Description
You 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 IDFDV screen.
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__Box - Year__\\From user defined Calendar Year YYYY \\ \\
;Box - Year:
From user specified Calendar Year CCYY
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__Box - Employer's Name and Address__\\
Derived from the IDFDV form
||Seq #||Field Identifier||Description||Field Variable
;Box - Employer's Name and Address:
Derived from IDFDV screen
||Seq||Field Identifier||Description||Field Variable
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|1230|T4-ER-ADDR2|Employer Address Line 2|Blank
|1240|T4-ER-ADDR3|Employer City|Blank
|1250|T4-ER-ADDR4|Employer Province|Blank or NAME
|1260|T4-ER-ADDR5|Employer Country|Blank or NAME
|1270|T4-ER-POSTAL|Employer Postal Code |Blank
|1280|T4-ER-MAG-PROV|Employer Prov for Mag File|Blank
|1290|T4-ER-MAG-CNTRY|Employer Country for Mag File|Blank
|1230|T4-ER-ADDR2|Employer Address Line 2|blank
|1240|T4-ER-ADDR3|Employer City|blank
|1250|T4-ER-ADDR4|Employer Province|blank or NAME
|1260|T4-ER-ADDR5|Employer Country|blank or NAME
|1270|T4-ER-POSTAL|Employer Postal Code |blank
|1280|T4-ER-MAG-PROV|Employer Prov for Mag File|blank
|1290|T4-ER-MAG-CNTRY|Employer Country for Mag File|blank
*The IDFDV screen Reference Text field will guide the user the set up of each Address Identifier.\\ \\
*If the mailing address is not defined for the Employer on IDLN of IDEN location, the IDLN primary address will be used.\\ \\
*If the user has previous Address set up prior to 2005, if the word ‘MAIL’ is defined, the mailing address will be used, otherwise the primary address will be used
At line 445 changed 4 lines
*The IDFDV Reference Text field will guide the user to set up each Address Identifier.\\
*If the Employer mailing address is not defined on IDLN or IDEN location, the primary address on IDLN will be used.\\
*If there was an Address set up prior to 2006, and the word 'MAIL' is defined, the mailing address will be used, otherwise the primary address will be used.
*If the Country Code is not Canada or USA, the 1280 T4-EE-MAG-PROV Identifier should be set to 'ZZ-Other'. \\ \\
;Box 54 - Business Number:
The Business Number is derived automatically according to employee’s YTD federal government registration number from IDGV or employee's Group IDGR screen\\ \\
When the user is printing the 'Employee Copy', Box 54 BN number is not printed
At line 450 changed 2 lines
__Box 54 - Business Number__\\
The Business Number is derived automatically according to employee's YTD federal government registration number from IDGV or the employee's Group IDGR form. When users are printing the 'Employee Copy', Box 54 is not printed. \\ \\
;Box 10 - Province of Employment:
The Province of Employment is derived automatically according to employee's YTD information
At line 453 changed 2 lines
__Box 10 - Province of Employment__ \\
The Province of Employment is derived automatically according to employee's YTD information \\ \\
;Box 12 - Employee's Social Insurance Number:
Derived from IDFDV screen
||Field Identifier||Suggested Field Variable
|T4-BOX-SIN|EID.GOVERNMENT_CODE
*invalid SIN number are reported on RPYEC exception report
**invalid SIN numbers are: 999999999.
*leave blank if S.I.N. does not exist (ie. S.I.N. is "9999999999")
At line 456 changed 7 lines
__Box 12 - Employee's Social Insurance Number__\\
Derived from the IDFDV form
||Seq #||Field Identifier||Suggested Field Variable
|2200 |T4-BOX-SIN|EID.GOVERNMENT_CODE
* Invalid SIN numbers are reported on the RPYEC exception report
* SIN numbers defined as 999999999 are invalid
* If a SIN number does not exist, leave this field blank. \\ \\
;Box- Employee's name (Surname, First name, Middle Initial):
Derived from IDFDV screen
||Field Identifier||Suggested Field Variable
|T4-EE-NAME1|EID.LAST_NAME
|T4-EE-NAME2|EID.FIRST_NAME
|T4-EE-NAME3™|EID.MIDDLE_NAME
At line 464 changed 20 lines
__Box - Employee's name__ \\
Derived from the IDFDV form
||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 \\ \\
__Box - Employee's address__\\
Derived from the IDFDV form
||Seq #||Field Identifier||Description||Field Variable
|2100|T4-EE-ADDR1|Employee Address Line 1|Blank or 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 NAME
|2140|T4-EE-ADDR5|Employee Country|Blank or 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 \\ \\
*The IDFDV Reference Text field will guide the user to set up each Address Identifier.
;Box - Employee's address:
Derived from IDFDV screen
||Seq||Field Identifier||Description||Field Variable
|2100|T4-EE-ADDR1|Employee Address Line 1|blank or 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 NAME
|2140|T4-EE-ADDR5|Employee Country|blank or 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
*The IDFDV screen Reference Text field will guide the user the set up of each Address Identifier.
At line 485 changed 2 lines
*If there was an Address set up prior to 2006, and the word 'MAIL' is defined, the mailing address will be used, otherwise the primary address will be used.
*If the Country Code is not Canada or USA, the 2160 T4-EE-MAG-PROV Identifier should be set to 'ZZ-Other'. \\ \\
*If the user has previous Address set up prior to 2005, if the word 'MAIL' is defined, then the mailing address will be used, otherwise the primary address will be used
At line 488 changed 10 lines
__Box - Last line of Employee Address__\\
Derived from the IDFDV form
The last line in the Address Box is used to print the user defined distribution information for users to distribute the T4 forms to employees.
||Seq #||Field Identifier||Field Variable||Suggested Field Variable
|2210 |T4-EE-DISTR|Constant|Blank or 1
|2215 |T4-EE-DESTIN|Constant|Blank or 1
|2220 |T4-EE-DISTR1| |DED.ENTITY_CODE
|2230 |T4-EE-DISTR2| |EID.PERSON_CODE
* If T4-EE-DISTR value = 1 (not null), the distribution will be printed below the employee address and the distribution is visible outside the window envelope.
*Otherwise, the distribution will not be printed.
;Box - Last line of Employee Address:
Printing for distribution of T4 purpose
At line 499 changed one line
*If T4-EE-DESTIN value = 1, then the employee's pay destination is printed along with T4-EE-DISTR1 and T4-EE-DISTR2.
The last line in the Address Box is used to print the user specified distribution information for user to hand out the T4 forms to the employees
At line 501 changed 4 lines
Therefore, the logic for printing the distribution on the T4 form is:\\
If T4-EE-DISTR = 1, the distribution information is printed from:
*The employee's pay destination T4-EE-DESTIN, if defined, such as Department or Pay destination
*Concatenates with the values from T4-EE-DISTR1 and T4-EE-DISTR2 \\ \\
Derived from IDFDV screen
||Field Identifier||Field Variable||Suggested Field Variable
|T4-EE-DISTR|(constant) blank or 1|
|T4-EE-DESTIN|(constant) blank or 1|
|T4-EE-DISTR1| |DED.ENTITY_CODE
|T4-EE-DISTR2| |EID.PERSON_CODE
*If T4-EE-DISTR value = 1 (i.e. not null), then the distribution will be printed below the employee address for distribution purpose and the distribution is visible outside the window envelope
*Otherwise, the distribution will not be printed
*If T4-EE-DESTIN = 1 , then the employee's pay destination is printed along with 'T4-EE-DISTR1' and 'T4-EE-DISTR2'.
At line 506 changed 5 lines
__Box 14 - Employment Income__\\
Derived from the IDFDV form
||Seq #||Field Identifier||Suggested Field Variable
|3000 |T4-BOX-14|T4-BOX-14
This is the taxable earnings applicable for federal income tax withheld \\ \\
Therefore on T4 form, the logic for printing distribution is:
*If T4-EE-DISTR = 1, then the distribution information is printed from:
**optional employee's pay destination T4-EE-DESTIN if specified (i.e. Department or Pay destination of the employee)
**concatenates with the values from T4-EE-DISTR1 and T4-EE-DISTR2
At line 512 changed 4 lines
__Box 16 - Employee's CPP Contributions__\\
Derived from the IDFDV form
||Seq #||Field Identifier||Suggested Field Variable
|3010 |T4-BOX-16|T4-BOX-16
;Box 14 - Employment Income:
Derived from IDFDV screen
||Field Identifier||Suggested Field Variable (Element)
|T4-BOX-14|T4-BOX-14
*This is the taxable earnings applicable for federal income tax withheld
;Box 16 - Employee's CPP contributions:
Derived from IDFDV screen
||Field Identifier||Suggested Field Variable (Element)
|T4-BOX-16|T4-BOX-16
At line 517 changed 3 lines
*The Employer portion of CPP contribution is also retrieved from the IDFDV form, Field Identifier T4-BOX-16-ER
*The CPP Employer contribution is not printed on the T4 form for each employee. It is accumulated into the Total CPP Employer contribution amount and will be reported on the government Magnetic Media T4 Summary Record file \\
\\
*The Employer portion of CPP contribution is also retrieved from IDFDV screen Field Identifier 'T4-BOX-16-ER'
*The CPP Employer contribution is not printed on the T4 form for each employee, it is accumulated into the Total CPP Employer contribution amount and will be reported on the government magnetic media file T4 Summary Record
At line 521 changed 8 lines
__Box 17 - Employee's QPP contributions__\\
Derived from the IDFDV form
||Seq #||Field Identifier||Suggested Field Variable
|3030 |T4-BOX-17|T4-BOX-17
*Leave Box 16 and 17 blank if the employee did not contribute to either CPP or QPP \\
*The Employer portion of QPP contribution is also retrieved from the IDFDV form, Field Identifier T4-BOX-16-ER
*The QPP Employer contribution is not printed on the T4 form for each employee. It is accumulated into the Total CPP Employer contribution amount and will be reported on the government Magnetic Media Releve 1 file \\
\\
;Box 17 - Employee's QPP contributions:
Derived from IDFDV screen
||Field Identifier||Suggested Field Variable (Element)
|T4-BOX-17|T4-BOX-17
*Leave Box 16 and 17 blank if the employee did not contribute to either CPP or QPP
At line 530 changed 7 lines
__Box 18 - Employee's EI Premiums__\\
Derived from the IDFDV form
||Seq #||Field Identifier||Suggested Field Variable (Element)
|3040 |T4-BOX-18|T4-BOX-18
*The Employer portion of the EI contribution is also retrieved from the IDFDV form, Field Identifier T4-BOX-18-ER
*The EI Employer contribution is not printed on the T4 form for each employee. It is accumulated into the Total EI Employer contribution amount and will be reported on the government Magnetic Media file T4 Summary Record \\
\\
;Box 18 - Employee's EI Premiums:
Derived from IDFDV screen
||Field Identifier||Suggested Field Variable (Element)
|T4-BOX-18|T4-BOX-18
*The Employer portion of EI contribution is also retrieved from IDFDV screen Field Identifier 'T4-BOX-18-ER'
*The EI Employer contribution is not printed on the T4 form for each employee, it is accumulated into the Total EI Employer contribution amount and will be reported on the government magnetic media file T4 Summary Record
At line 538 changed 4 lines
__Box 20 - RPP Contributions__\\
Derived from the IDFDV form
||Seq #||Field Identifier||Suggested Field Variable (Element)
|3060 |T4-BOX-20|T4-BOX-20 \\ \\
;Box 20 - RPP Contributions:
Derived from IDFDV screen
||Field Identifier||Suggested Field Variable (Element)
|T4-BOX-20|T4-BOX-20
At line 543 changed 4 lines
__Box 22 - Income Tax Deducted__\\
Derived from the IDFDV form
||Seq #||Field Identifier||Suggested Field Variable (Element)
|3070 |T4-BOX-22|T4-BOX-22 \\ \\
;Box 22 - Income Tax Deducted:
Derived from IDFDV screen
||Field Identifier||Suggested Field Variable (Element)
|T4-BOX-22|T4-BOX-22
At line 548 changed 4 lines
__Box 24 - EI Insurable Earnings__\\
Derived from the IDFDV form
||Seq #||Field Identifier||Suggested Field Variable (Element)
|3080 |T4-BOX-24|T4-BOX-24
;Box 24 - EI Insurable Earnings:
Derived from IDFDV screen
||Field Identifier||Suggested Field Variable (Element)
|T4-BOX-24|T4-BOX-24
At line 553 changed 4 lines
# There are no insurable earnings. Example: If Box 24 = 0, then Box 24 = blank.
# Insurable earnings are the same as the employment income in Box 14. Example: If Box 24 = Box 14, then Box 24 = blank.
# Insurable earnings are over the EI maximum earnings for the year, from IPCT, Tax Rate Code '011001', EI Annual Maximum Earnings.
Example: If Box 24 >= EI maximum earnings, then Box 24 = Blank.
*# There is no insurable earnings (i.e. if Box 24 = 0, then Box 24 = blank)
*# Insurable earnings are the same as the employment income in Box 14 (i.e. if Box 24 = Box 14, then Box 24 = blank)
*# Insurable earnings are over the EI maximum earnings for the year from IPCT screen Tax Rate Code '011001' EI Annual Maximum Earnings (i.e. if Box 24 >= EI maximum earnings, then Box 24 = blank)
At line 558 changed 3 lines
*The derived EI Insurable Earnings are printed according to the IDFDV form set up on RPYEC Summary report.
*The EI Insurable Earnings that are printed on the T4 Form and reported on the Magnetic Media file will be printed on the RPYEC Summary report under the T4-BOX-24-PRT Identifier.
Users should verify the reported EI Insurable Earnings are correct according to the government specifications. \\ \\
*The derived EI Insurable Earnings is printed according to the IDFDV screen set up on RPYEC Summary report
*The EI Insurable Earnings that is printed on T4 Form and reported on the magnetic media file will be printed on RPYEC Summary report under Identifier 'T4-BOX-24-PRT', the user should verify this reported EI Insurable Earnings is correct according to the government specification
At line 562 changed one line
__Box 26 - CPP/QPP Pensionable Earnings__\\
;Box 26 - CPP/QPP Pensionable Earnings:
At line 564 changed 2 lines
||Seq #||Field Identifier||Suggested Field Variable (Element)
|3090 |T4-BOX-26-CPP|T4-BOX-26-CPP \\ \\
||Field Identifier||Suggested Field Variable (Element)
|T4-BOX-26-CPP|T4-BOX-26-CPP
At line 567 changed 2 lines
||Seq #||Field Identifier||Suggested Field Variable (Element)
|3100 |T4-BOX-26-QPP|T4-BOX-26-QPP \\ \\
||Field Identifier||Suggested Field Variable (Element)
|T4-BOX-26-QPP|T4-BOX-26-QPP
At line 570 changed 3 lines
||Seq #||Field Identifier||Suggested Field Variable (Element)
|3110 |T4-BOX-26-EXCEPT|T4-BOX-26-EXCEPT
|3120 |T4-BOX-26-OTHER|T4-BOX-26-OTHER
||Field Identifier||Suggested Field Variable (Element)
|T4-BOX-26-EXCEPT|T4-BOX-26-EXCEPT
|T4-BOX-26-OTHER|T4-BOX-26-OTHER
At line 574 changed 4 lines
*The T4-BOX-26-EXCEPT entry should define the remuneration that are taxable, but not pensionable such as:
**Remuneration paid to an employee while the employee worked in excluded employment, not subject to CPP/QPP
**Amount paid for clergy member's residence from which CPP/QPP is not deducted
**Remuneration paid to Status Indian on reserve where no CPP/QPP is deducted
*The 'T4-BOX-26-EXCEPT' entry should specify the remuneration that are taxable but not pensionable such as:
**remuneration paid to employee while employee worked in excluded employment not subject to CPP
**amount paid for clergy member's residence from which CPP is not deducted
**remuneration paid to Status Indian on reserve where no CPP is deducted
At line 579 changed one line
*The T4-BOX-26-OTHER entry should define the remuneration that are pensionable but not taxable.
*The 'T4-BOX-26-OTHER' entry should specify the remuneration that are pensionable but not taxable
At line 581 changed 5 lines
*Box 26 will be blank under one of the following conditions:
**There are no pensionable earnings. Example: if Box 26 = 0, then Box 26 = Blank
**Pensionable earnings are the same as the employment income in Box 14. Example: if Box 26 = Box 14, then Box 26 = Blank
**Pensionable earnings are over the CPP/QPP maximum earnings for the year, from IPCT, Tax Rate Code '010101', CPP Annual Maximum Earnings.
Example: if Box 26 >= CPP/QPP maximum earnings, then Box 26 = Blank
*The box 26 will be blank under one of the following conditions:
**There are no pensionable earnings (i.e. if Box 26 = 0, then Box 26 = blank)
**Pensionable earnings are the same as the employment income in Box 14 (i.e. if Box 26 = Box 14, then Box 26 = blank)
At line 587 changed 5 lines
*Otherwise, perform one of the following conditions:
**If Box 14 > Box 26 CPP/QPP earnings:
***Use the T4-BOX-26-EXCEPT Field Identifier entry to obtain the amount for the excepted employment
***The excepted employment amount is then subtracted from Box 14
***If the new Box 14 amount is equal to Box 26 CPP/QPP earnings, this box will be blank, otherwise Box 26 CPP/QPP earnings will be printed.\\
*Pensionable earnings are over the CPP/QPP maximum earnings for the year from IPCT screen Tax Rate Code '010101' CPP Annual Maximum Earnings (i.e. if Box 26 >= CPP/QPP maximum earnings, then Box 26 = blank)
At line 593 changed 3 lines
*The following conditions are covered by this logic:
**Remuneration paid to an employee before age 18 or after age 70 during the year, then this box will be printed.
**An employee is being remunerated by excepted employment as defined from the "Employer's Guide", this box will be printed.
*Otherwise perform one of the following conditions:
**If Box 14 > Box 26 CPP/QPP earnings
***Use IDFDV Field Identifier 'T4-BOX-26-EXCEPT' entry to obtain the amount for excepted employment
***the excepted employment amount is then subtracted from Box 14
***if the new Box 14 amount equals to Box 26 CPP/QPP earnings, this box will be blank, otherwise Box 26 CPP/QPP earnings will be printed
**the following conditions are covered by this logic:
***remuneration paid to employee before age 18 or after age 70 during the year, then this box will be printed
***an employee is being remunerated by excepted employment as specified from "Employer's Guide", this box will be printed
At line 598 changed 5 lines
**For Quebec, if Box 26 QPP earnings > Box 14, Box 26 is always printed
**For all other provinces:
**Use the T4-BOX-26-OTHER Field Identifier entry to obtain the amount for pensionable employment
**The pensionable employment amount is then added to Box 14
**If the new Box 14 amount is equal to Box 26 CPP/QPP earnings, this box will be blank. Otherwise Box 26 CPP/QPP earnings will be printed.
**for Quebec, if Box 26 QPP earnings > Box 14, Box 26 is always printed
**for all other provinces:
**use IDFDV Field Identifier 'T4-BOX-26-OTHER' entry to obtain the amount for pensionable employment
**the pensionable employment amount is then added to Box 14
**if the new Box 14 amount equals to Box 26 CPP/QPP earnings, this box will be blank, otherwise Box 26 CPP/QPP earnings will be printed
At line 604 changed one line
*The derived CPP/QPP Pensionable Earnings are printed according to the IDFDV form set up on the RPYEC Summary report.
*The derived CPP/QPP Pensionable Earnings is printed according to the IDFDV screen set up on RPYEC Summary report
At line 606 changed 2 lines
*The CPP/QPP Pensionable Earnings that are printed on the T4 Form will also be printed on the RPYEC Summary report, under the T4-BOX-26-PRT Identifier.
Users should verify the reported CPP/QPP Pensionable Earnings are correct according to the government specifications. \\ \\
*Then the CPP/QPP Pensionable Earnings that is printed on T4 Form will also be printed on RPYEC Summary report under Identifier 'T4-BOX-26-PRT', the user should verify this reported CPP/QPP Pensionable Earnings is correct according to the government specification
At line 609 changed 2 lines
__Box 28 - Exempt (CPP-QPP and EI and PPIP)__
*"X" will be entered under CPP-QPP if there is no contribution to CPP/QPP (such as Box 16, 17 and 26 are blank), and the CPP/QPP method from the IPRLC form = 'Do not calculate'
;Box 28 - Exempt (CPP-QPP and EI and PPIP):
*"X" will be entered under CPP-QPP if there is no contribution to CPP/QPP (ie. Box 16, 17 and 26 are blank) and the CPP/QPP method from IPRLC screen = 'Do not calculate'
At line 612 changed one line
*"X" will be entered under EI if there is no EI premium (such as Box 18 and Box 24 are blank) and the EI method from the IPRLC form = 'Do not calculate'
*"X" will be entered under EI if there is no EI premium (ie. Box 18 and Box 24 are blank) and the EI method from IPRLC screen = 'Do not calculate'
At line 614 changed one line
*"X" will be entered under PPIP if the province is 'Quebec' and there is no PPIP premium (such as Box 55 and Box 56 are blank) and the PPIP method from the IPRLC form = 'Do not calculate'
*"X" will be entered under PPIP if the province is 'Quebec' and there is no PPIP premium (ie. Box 55 and Box 56 are blank) and the PPIP method from IPRLC screen = 'Do not calculate'
At line 616 changed 6 lines
*The following identifiers from the IDFDV form are for Information Purpose only. There is no need to set these identifiers up.
||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
*The following identifiers from IDFDV screen are for Information Purpose only, there is no need to set these up
||Field Identifier||
|T4-BOX-28-CPP-PRT|
|T4-BOX-28-QPP-PRT|
|T4-BOX-28-EI-PRT|
|T4-BOX-28-PPIP-PRT|
At line 623 changed 2 lines
\\
__Box 29 - Employment Code__\\
;Box 29 - Employment Code:
At line 626 changed one line
|11|Placement agency - self employed
|11|Placement agency - self employed
At line 543 added 4 lines
*Set up the user field 'T4 EMPLOYMENT CODE' on IMUF screen and then enter the appropriate Employment Code on IDGR screen if the above situation applies
*The following identifier from IDFDV screen is for Information Purpose only, there is no need to set these up
||Field Identifier||
|T4-BOX-29-PRT|This is used for XML file only
At line 633 changed 11 lines
*Set up the T4 EMPLOYMENT CODE field on the IMUF form, then enter the appropriate Employment Code on the IDGR form, if the above situation applies
*The following identifier from the IDFDV form is for Information Purpose only. There is no need to set this identifier up
||Seq #||Field Identifier||
|3160 |T4-BOX-29-PRT|This is used for the XML file only
\\
__Box 44 - Union Dues__\\
Derived from the IDFDV form and the IDUN form, T4 UNION DUES field
||Seq #||Field Identifier||Suggested Field Variable (Element)
|3180 |T4-BOX-44|T4-BOX-44
;Box 44 - Union Dues:
Derived from IDFDV screen and IDUN screen user field 'T4 UNION DUES'
||Field Identifier||Suggested Field Variable (Element)
|T4-BOX-44|T4-BOX-44
At line 645 changed 3 lines
*If the Union has NOT issued receipts for union dues, then specify the T4 UNION DUES field on the IDUN form
**On the IDUN form, if the Report T4 Union Dues Indicator = 'Y', then the value of 'T4-BOX-44' is printed
**the Union Dues that are printed on T4 Form are also printed on the RPYEC Summary report under the T4-BOX-44-PRT Identifier for user verification \\ \\
*If the Union has NOT issued receipts for union dues, then specify the user field on IDUN screen 'T4 UNION DUES'
**if the IDUN screen 'Report T4 Union Dues' indicator = 'Y', then the value of 'T4-BOX-44' is printed
**the Union Dues that is printed on T4 Form will also be printed on RPYEC Summary report under Identifier 'T4-BOX-44-PRT' for user verification
At line 649 changed 5 lines
__Box 46 - Charitable Donations__\\
Derived from the IDFDV form
||Seq #||Field Identifier||Suggested Field Variable (Element)
|3190 |T4-BOX-46|T4-BOX-46
\\
;Box 46 - Charitable Donations:
Derived from IDFDV screen
||Field Identifier||Suggested Field Variable (Element)
|T4-BOX-46|T4-BOX-46
At line 655 changed 13 lines
__Box 50 - RPP or DPSP Registration Number__\\
Derived from the IDFDV form
||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
;Box 50 - RPP or DPSP registration number:
Derived from IDFDV screen
||Field Identifier||Suggested Field Variable||Suggested Field Variable (Element)
|T4-BOX-50-REG1|Constant|
|T4-BOX-50-REG2|Constant|
|T4-BOX-50-REG3|Constant|
|T4-BOX-50-REG4|Constant|
|T4-BOX-50-REG5|Constant|
|T4-BOX-50-RPP1| |T4-BOX-50-RPP1
|T4-BOX-50-RPP2| |T4-BOX-50-RPP2
|T4-BOX-50-RPP3| |T4-BOX-50-RPP3
|T4-BOX-50-RPP4| |T4-BOX-50-RPP4
|T4-BOX-50-RPP5| |T4-BOX-50-RPP5
At line 669 changed 3 lines
*The values from T4-BOX-50-RPP1, T4-BOX-50-RPP2, T4-BOX-50-RPP3, T4-BOX-50-RPP4 and T4-BOX-50-RPP5 are used for comparison.
*The largest value from T4-BOX-50-RPP1, T4-BOX-50-RPP2, T4-BOX-50-RPP3, T4-BOX-50-RPP4 and T4-BOX-50-RPP5 are used and the corresponding T4-BOX-50-REG1, T4-BOX-50-REG2, T4-BOX-50-REG3, T4-BOX-50-REG4 and T4-BOX-50-REG5 are reported
*The T4-BOX-50-PRT Identifier is for the XML file only. There is no need to set this Identifier up. \\ \\
*The values from 'T4-BOX-50-RPP1', 'T4-BOX-50-RPP2', 'T4-BOX-50-RPP3', 'T4-BOX-50-RPP4', 'T4-BOX-50-RPP5' are used for comparison
*The largest value from 'T4-BOX-50-RPP1', 'T4-BOX-50-RPP2', 'T4-BOX-50-RPP3', 'T4-BOX-50-RPP4', 'T4-BOX-50-RPP5' is used and the corresponding 'T4-BOX-50-REG1', 'T4-BOX-50-REG2', 'T4-BOX-50-REG3', 'T4-BOX-50-REG4', 'T4-BOX-50-REG5' is reported
*Thehe following identifier from IDFDV screen is for Information Purpose only, there is no need to set these up
||Field Identifier||
|T4-BOX-50-PRT|This is used for XML file only
At line 673 changed 5 lines
__Box 52 - Pension Adjustment__\\
Derived from the IDFDV form
||Seq #||Field Identifier||Suggested Field Variable
|3260 |T4-BOX-52|T4-BOX-52
Box 52 is rounded up to the nearest Dollar. No cents are printed. \\
;Box 52 - Pension Adjustment:
Derived from IDFDV screen
||Field Identifier||Suggested Field Variable (Element)
|T4-BOX-52|T4-BOX-52
*Box 52 is rounded up to the nearest Dollar, no cent is printed.
At line 679 changed 5 lines
__Box 55 - Employee's PPIP Premiums__\\
Derived from the IDFDV form
||Seq #||Field Identifier||Suggested Field Variable
|3270 |T4-BOX-55|T4-BOX-55
\\
;Box 55 - Employee's PPIP Premiums:
Derived from IDFDV screen
||Field Identifier||Suggested Field Variable (Element)
|T4-BOX-55|T4-BOX-55
At line 685 changed 11 lines
__Box 56 - PPIP Insurable Earnings__\\
Derived from the IDFDV form
||Seq #||Field Identifier||Suggested Field Variable
|3290 |T4-BOX-56|T4-BOX-56
*Box 56 will be blank under one of the following conditions:
*#If there are no insurable earnings. Example: if Box 56 = 0, then Box 56 = blank
*#Insurable earnings are the same as the employment income in Box 14. Example: if Box 56 = Box 14, then Box 56 = blank
*#Insurable earnings are over the PPIP maximum earnings for the year, from IPCT, Tax Rate Code '011201', QPIP Annual Employee Maximum for the Province. Example: if Box 56 >= QPIP maximum earnings, then Box 56 = blank
*The derived PPIP Insurable Earnings is printed according to the IDFDV form set up on the RPYEC Summary report.
*The PPIP Insurable Earnings that are printed on the T4 Form and reported on the Magnetic Media file will be printed on the RPYEC Summary report under the T4-BOX-56-PRT Identifier. Users should verify the reported PPIP Insurable Earnings are correct according to the government specifications.
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;Box 56 - PPIP Insurable Earnings:
Derived from IDFDV screen
||Field Identifier||Suggested Field Variable (Element)
|T4-BOX-56|T4-BOX-56
*This box will be blank under one of the following conditions:
*#There is no insurable earnings (i.e. if Box 56 = 0, then Box 56 = blank)
*#Insurable earnings are the same as the employment income in Box 14 (i.e. if Box 56 = Box 14, then Box 56 = blank)
*#Insurable earnings are over the PPIP maximum earnings for the year from IPCT screen Tax Rate Code '011201' QPIP Annual Employee Maximum for the province (i.e. if Box 56 >= QPIP maximum earnings, then Box 56 = blank)
*The derived PPIP Insurable Earnings is printed according to the IDFDV screen set up on RPYEC Summary report
*The PPIP Insurable Earnings that is printed on the T4 Form and reported on the magnetic media file will be printed on RPYEC Summary report under Identifier 'T4-BOX-56-PRT', the user should verify this reported PPIP Insurable Earnings is correct according to the government specification
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__Box - Other Information__\\
Derived from the IDFDV form
||Seq #||Field Identifier||Suggested Field Variable
|4nnn|OTHER-nn|T4-BOX-OTH-nn
*Up to 6 footnote codes can be printed on each T4 form
*If there are more than 6 footnote codes to be reported, subsequent T4 form will be produced
*The subsequent T4 slip numeric boxes will be blank. The employee's demographic information will be printed along with the footnote codes.
;Box - Other Information:
Derived from IDFDV screen
||Field Identifier||Suggested Field Variable (Element)
|OTHER-nn|T4-BOX-OTH-nn
*Up to 6 footnote codes can be printed per T4 form
*If there are more than 6 codes to be reported, then the second or third T4 slip will be produced
*The second or third T4 slip numeric boxes will be blank, the employee's demographic information will be printed along with the footnote codes
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!!Magnetic Media File - Government XML file
!IDIF - T4 Government XML File layout
!!Magnetic Media - Government XML file
!IDIF - T4 Govt XML File layout
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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. \\ \\
High Line delivers the IDIF form layout using Seed data along with the Year End release. Users do not need to modify this form
*The government xml file layouts are provided by the government on their web site each year
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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 to the 'Government Reporting Procedures, Sequence' section that describes how the process is run.
*The IDIF screen is used to define the government file in xml file format
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*The IDIF layout is provided with the Year End software, the user does not need to set up this screen SEED_IDIF_HL$CAN_T4_CCYY.sql
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!Validating the Govt XML File
%%warning IMPORTANT: The government requires users to validate the government XML file according to the downloaded government XML schema, using a validating parser prior to sending the file to the government.%%
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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: \\
* User must run RPYEC, RPGRC to generate the magnetic media file in govt xml file format, please read PR_CAN_Govt_Reporting_2016_eP.doc Government Reporting Sequence that describes the process to be run
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# Verify the government XML file is properly created according to the XML syntax rules, such as the file is well formed, no missing xml tags, etc.
# Verify the government XML file conforms to the schema downloaded from the government web site.
%%warning IMPORTANT: The government requires the user to validate the govt xml file according to the downloaded government xml schema using a validating parser prior to sending to the government, please read PR_CAN_Govt_Reporting_2013_P2K.doc for xml file validation.%%
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Validating parser software is NOT provided by High Line. Organizations can use any third party validating parser tool.
High Line uses the XML SPY Home edition tool to validate the T4 and T4A xml files.
!!Electronic T4 Print Program
!Consent
The Canadian Government does not require employees to provide consent. As such, employees do not have to give consent in order to get their T4 forms online and the Electronic Consent logic has been removed. \\ \\
Organizations can now print the forms for selected employees using the new report parameter 'Status Type' and other existing report filters.
Organizations can control the years the T4 forms are available for employees to print, by setting the EE_T4_GVT_RUN Preference on the IMST form.
!Employee T4’s – RET4 and BET4
The BET4 will produce current year T4’s only – if you’d like your employees to be allowed to print prior years, RET4 can be utilized – i.e. label the menu “T4 History”. The BET4 output of the T4 form will be in a pdf format. \\
These functions can be added to the employee pay menu – or take advantage of the “Quick Links” to make this even easier.
!Setup/Implementation
__IMST__
Users must set up the EE_T4_GVT_RUN Preference with the values of the GVT Run Numbers that contain the information for the employee’s T4s (from the RPYEC run) on the IMST form, Preference tab. \\
The GVT Run numbers must be entered with comma separators and no spaces, such as 1234,3333,4567. \\ \\
__Setup – RET4__\\
For RET4 2019:
# Run RPYEC
# RPGRC – note the gvt run# and the _HL.xml
# Ensure that the _HL.xml is on the directory used for both RPGRC and RPT4W
#IMST – set up the gvt run# that exists on the _HL.xml on the EE_T4_GVT_RUN preference
#RPT4W – use the _HL.xml and fill in with the same directory, data should be populated in the UT tables and show on the T4 form
#RET4 will default with 2019 and then launch
\\
For RET4 2018 and previous years
# Do NOT run RPYEC
# Do NOT run RPGRC – but note the 2018 _HL.xml and take note of the gvt run# from this file
#Ensure that the 2018 _HL.xml is on the directory used for RPT4W
#IMST – set up the gvt run# that exists on the 2018 _HL.xml on the EE_T4_GVT_RUN preference
#RPT4W – use the 2018 _HL.xml and fill in with directory that has the 2018 _HL.xml file, data should be populated in the UT tables and show on the T4 form
#RET4 will default with 2019, type in 2018 and then launch
__Setup – BET4__\\
For organizations that wish to use the BET4 process, the implementation steps below must be followed:
#The new function “BET4” MUST be added to the appropriate menu and provide execution rights to respective role and/or user
#The ‘T4_GVT_RUN’ lexicon is used to identify the government runs that will be available to the user, to select and print their T4 forms. Organizations should always maintain this record to ONLY have the official government run record.
*To update the lexicon, on the IMLN form, for the Lexicon Name ‘T4_GVT_RUN’, enter a unique value in the ‘Saved Value’ field, such as '01' and enter the Government Run number in the ‘Displayed’ value field.
This page (revision-70) was last changed on 19-Oct-2022 20:29 by Karen ParrottTop