[{TableOfContents }]
!!!CANADIAN T4 PROCESS

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.

!!Current Year End Changes

!T4 Form
[Employer's Guide - Filing T4 Slip and Summary 2016 (RC4120)|http://www.cra-arc.gc.ca/E/pub/tg/rc4120/rc4120-16e.pdf website.]

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.

    
%%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.%%

!T4 Government XML File

*The 2016 T4 Government XML File layout has no change for this reporting year except some clarification of existing descriptions.


*[IDIF] screen has implemented the 2016 xml schema format.

!!Government Reporting Procedures

!Government Reporting - Sequence


*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.


!!IDFD Form Definition

!IDFD - Form Code HL$CAN-T4-CCYY (where CCYY is the current reporting year)


*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.

*When loading the year end software, the [IDFD] definition will automatically be loaded; you are not allowed to change IDFD definition.

*After IDFD is loaded, you must set up the company information for this form definition on [IDFDV] screen.

*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']

*This seed data script is a re-runable script, it will not erase the IDFDV set up of the same Form Code

!!IDFDV Form Definition

!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.

!IDFDV - Form Variables

;IDFD FORM:HL$CAN-T4-CCYY - supplied by system
;IDFD FORM TYPE:CDN T4 Definition - indicate 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

!!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.

;Form Code:Enter HL$CAN-T4-CCYY for current reporting year

Please enter other prompts appropriately.

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.

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.

!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

Please enter other prompts appropriately.

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.

!!Form Print Selection Criteria

!RPT4 - Selection Criteria

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.

!!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

||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

||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

%%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.%%

When you are running RPT4 for actual Form printing, please do not toggle the 'Show T4 Form', 'Show Frame' parameters.

!RPT4 - Sample Print

%%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.%%

!!Processing

!RPT4 Form Print Processing

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.  

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:

# 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

RPT4 Form Print program prints all information generated by RPGRC _HL.xml file according to selection criteria

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

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

You must run RMEX with the RPT4 mex id to obtain the Summary and Grand totals to balance to the RPGRC Summary report

RPT4 Summary and Grand Totals are accumulated for Boxes shown on the T4 Form, the footnotes are not totaled

You should verify RPT4 Boxes to balance to RPGRC

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

!Duplicate or Amended Copies

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

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

There are two ways to print 'Duplicate Copy' or 'Amended' T4 forms:

#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'

!T4 Slip Print Characteristics

T4 slips are printed in alphabetical order by employee's SURNAME, FIRST NAME within a government registration number

If employees are paid by multiple government registrations, then multiple T4 slips are produced by government registration number for these employees

The font size for printing T4 slips is the standard 12 character per inch font, character mode

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

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

You may sort inactive and active employees so that inactive employees are printed separately for mailing purpose

If the Employment Status is A (Active) then the Employee is considered Active, otherwise the employee is considered Inactive.

The T4 slip has "Other Information" area to report up to 6 footnote codes and amounts for each form

If there are more than 6 codes to be reported in the "Other Information" area, then the 2nd or 3rd T4 slips are produced

The 2nd or 3rd T4 slip prints the employee's demographic information only, the numeric boxes are not printed 

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

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 

Alphanumeric fields are left-justified with no space between each character, e.g. 'JOHN DOE', not 'J O H N   D O E'

The numeric fields are lined up with the decimal

RPT4 grand totals are generated for all T4 forms as Execution Run Log Exception messages to balance to RPGRC summary report

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

!T4 Slip Print Distribution

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:
||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'

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'

!!T4 Statement of Remuneration

!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.

;Box - Year:
From user specified Calendar Year CCYY

;Box - Employer's Name and Address:
Derived from IDFDV screen
||Seq||Field Identifier||Description||Field Variable
|1220|T4-ER-ADDR1|Employer Address Line 1|MAIL
|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

;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

;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")

;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

;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.
*If the mailing address for the employee is not defined on IEPI, the primary address on IEPI will be used
*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

;Box - Last line of Employee Address: 
Printing for distribution of T4 purpose

The last line in the Address Box is used to print the user specified distribution information for user to hand out the T4 forms to the employees

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'.

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

;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
*Leave Box 16 and 17 blank if the employee did not contribute to either CPP or QPP during the year
*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

;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

;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

;Box 20 - RPP Contributions:
Derived from IDFDV screen
||Field Identifier||Suggested Field Variable (Element)
|T4-BOX-20|T4-BOX-20

;Box 22 - Income Tax Deducted:
Derived from IDFDV screen
||Field Identifier||Suggested Field Variable (Element)
|T4-BOX-22|T4-BOX-22

;Box 24 - EI Insurable Earnings:
Derived from IDFDV screen
||Field Identifier||Suggested Field Variable (Element)
|T4-BOX-24|T4-BOX-24
*This box will be blank under one of the following conditions:
*# 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)

*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

;Box 26 - CPP/QPP Pensionable Earnings:
For all provinces except Quebec:
||Field Identifier||Suggested Field Variable (Element)
|T4-BOX-26-CPP|T4-BOX-26-CPP
For Quebec only:
||Field Identifier||Suggested Field Variable (Element)
|T4-BOX-26-QPP|T4-BOX-26-QPP
For all provinces and Quebec:
||Field Identifier||Suggested Field Variable (Element)
|T4-BOX-26-EXCEPT|T4-BOX-26-EXCEPT 
|T4-BOX-26-OTHER|T4-BOX-26-OTHER

*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

*The 'T4-BOX-26-OTHER' entry should specify the remuneration that are pensionable but not taxable

*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)

*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)

*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

*If Box 14 < CPP/QPP earnings
**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

*The derived CPP/QPP Pensionable Earnings is printed according to the IDFDV screen set up on RPYEC Summary report

*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

;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'

*"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'

*"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'

*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|	

;Box 29 - Employment Code:
Report the appropriate code if one of the following situations applies:
|11|Placement agency  - self employed
|12|Driver of taxi or other passenger-carrying vehicle
|13|Barber or hairdresser
|14|Withdrawal from a prescribed salary deferral arrangement plan
|15|Seasonal Agriculture Workers Program
|16|Detached employee - social security agreement
*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

;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
*This box should NOT be used if the Union issues Union Dues receipts directly to the employees
*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

;Box 46 - Charitable Donations:
Derived from IDFDV screen
||Field Identifier||Suggested Field Variable (Element)
|T4-BOX-46|T4-BOX-46

;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

*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

;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.

;Box 55 - Employee's PPIP Premiums:
Derived from IDFDV screen
||Field Identifier||Suggested Field Variable (Element)
|T4-BOX-55|T4-BOX-55

;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

;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

!!Magnetic Media - Government XML file
!IDIF - T4 Govt XML File layout

*The government xml file layouts are provided by the government on their web site each year

*The IDIF screen is used to define the government file in xml file format

*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

* 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

%%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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![Notes|Edit:Internal.CDN T4 PROCESS] 	
[{InsertPage page='Internal.CDN T4 PROCESS' default='Click to create a new notes page'}]