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Print Year End Forms (Payroll Tab)

Use this screen to define the settings that will be used to create printed copies of your employee T4, T4A and RL-1 forms. Each row in the table represents a group of settings to create an individual report. You can use a single row and modify the information each time you wish to create a new report, or you can add multiple rows to represent each individual report you wish to create (the latter is a more efficient method).

View step-by-step tutorial

Common Buttons (included on all screens)

The following command buttons appear on all screens. Choose a button to view detailed description of each command. Note: If a button is unavailable (i.e. its text appears in Gray), either the command is not applicable to the current screen, or its function has already been applied (e.g. you clicked the New button for an item that can only be added one time). You can also view the Button Descriptions help page to see the detailed descriptions of all program button on a single help page.

Save New Delete Reload Tools Help

Save - Clicking this button saves all pending table changes to the program database. If a row is currently being edited, the changes will be saved and the row's checkmark () will remain so that you can continue making further edits.

New - This button allows you insert a new row (item) in the current table. Clicking the button adds the new row at the top of the table and activates Edit Mode so you can enter the data required for each cell. Note: If this button includes a drop-down list immediately to its right, you must first select an item from the list so that the new row will be based on the chosen list item.

Delete - Clicking this button removes the current row from the table. If you have multiple rows selected, all of the rows will be removed. When you click the button, you are prompted to make sure you want to delete the item(s) as the action cannot be undone.

Important Considerations - While most program screens allow you to delete a row easily, some screens contain items that require special consideration before deleting:

Employees - When you delete an employee from the Payroll tab's Employee - Setup Employee screen, the employee will no longer be visible on any screen in the Payroll tab other than the Employee - Status Parameters screen (the latter screen is required so that the employee can undeleted if necessary). If you delete an employee from the Employee Database, the employee is irretrievable. Refer to the Deleting Employees tutorial for more information.

Linked Items - Care should be taken when deleting an item(s) as they may be associated with other items in your database. If you attempt to delete an item and receive the following message: "Cannot delete <item> because it is linked to the following item:", it means that the item is associated (linked) with another item in the program. The item cannot be deleted until you remove the link/association between the two items. Refer to the Deleting Linked Items help page for more information.

Sub Rows - Some screens contain sub-rows that will appear under the main row that you are deleting. If you see an Expand icon () at the leftmost side of the row, you may wish to expand the main row to ensure that you are deleting the proper items. Note: If you are presented with an error message stating that "the first item should be deleted last", it indicates that you must delete all of the sub rows first before you can delete the main row. For screens that offer a Trash icon () to the left of the main row, you can choose the icon to remove the row and all of it's sub-rows in one action.

Reload - Clicking this button refreshes the browser page and replaces the data in the current screen with the last saved copy from the database. This is useful if you have made a number of changes to a row and wish to discard them all in one operation. Note: Remember that eNETEmployer saves the changes to a row each time a new row is selected. Thus, if you edit three rows in succession and then select the Reload button, only the third row will be restored.

Tools - Clicking the button displays a drop-down menu with special data functions that are available for the current screen. Depending on the which screen you are viewing, the options may include any of all of the following:

Audit - This option opens the History window that displays a list of changes that have been made to the current row. Changes are shown in colored text. Note: Audit History is a developing feature and subject to updates as new functionality is added.

Backup - This option creates a backup file that contains your complete company database (from all program modules, including Payroll, HR, Recruitment, etc.) - including all of the necessary information required to restore your data to the last program state when the backup was created. Depending on your browser settings, the backup file will either be stored in your Downloads folder or you may be presented with a window that will prompt you where to save the file. Click here to view a detailed description of the Backup command.

Export - This option saves the current table's data to a semicolon-separated file that can be opened in a spreadsheet program. The export function is carried out immediately upon choosing the command. Depending on your browser settings, the file will either be stored in your Downloads folder or you may be presented with a window that will prompt you where to save the file. Refer to the Export a File for Proper Formatting note above for more information on the export feature.

Import - This option allows you to import data from a character-separated (comma or semi-colon) spreadsheet file. Choosing the option opens a popup window where you can specify the file to be imported.

Messages - This option displays the Messages Log window that contains a running log of program messages that appear above the table. This log will be active for the login session, and will be cleared when you log out or the program, or if the system times out. The popup window contains thee command buttons:

Print - This button opens the Print window so that you can print a copy of the current table. A preview of the table will appear in a preview window before printing so that you can adjust the print settings as needed.

Copy - This button copies the full contents of the Messages Log window to your computer's virtual clipboard. If you wish to copy only a portion of the text shown, select the desired text, and then press <Ctrl>+<C> on your keyboard.

More - This button scrolls the window so that you can view messages that appear outside of the current view. You can also use the scroll bars at the left of the window to scroll through the window.

Print - This option opens the Print window so that you can print a copy of the current table. A preview of the table will appear in a preview window before printing so that you can adjust the print settings as needed.

Report - Available on the Payroll tab's Payroll Processing - Calculations screen only, this option generates an interim Payroll Register report so that you can review the details of the current pay sequence.

Help - Clicking this button displays a list of the various tutorials and online help tools that are provided for the current screen. The Online Help option provides a detailed description of each column and item on the current screen. The Step-by-Step option provides a tutorial for the current screen where you can follow along with the lesson one step at a time.

Table Columns

The following section of this help page describes the various columns that can appear in the main table on this screen. If you see a column description below that does not appear on your screen, you can add the column to your view by using the Customize option under the Views button (located at the left side of the screen just above the table). Refer to the Customize View help page for more help on this feature.

Bottom

Use this cell to control the bottom alignment of the page for your printed forms. If your printed data needs to be shifted up from the bottom of the page, enter a single-digit numerical value then generate the report once again to see the effect. The higher the value, the more offset the print will appear.

Email

Email - Available for the "Print with Form Background" Output Type only, select this button to send T4s/T4As to applicable employees (see Note below).

Note: The following apply when using the Email button:

Password Protection - You can only email year-end statements if you have enabled the Password Protect option (refer to the Password Protect help description below for more information).
Valid Email Addresses - The statements will only be sent to employees that have a valid email address defined for them in the Employee - Setup Employee screen. If you have employees without an email address, you can use the Generate Report button on this row to send their statements to a printer device. When the Generate Report button is selected, only those employees without an email address will be included in the report.
Terminated Status - The Email button only sends T4s to employee who have the following Status setting: Active, On Leave, Last Pay, or Special. Terminated employees are not included in the email process, because their email address is excluded when you generate the T4s (this is by design). However, if you wish to use the Email button to send T4s to terminated employees, you can open the Year-End - Edit T4s screen and manually add the email addresses to each employee's T4 - you will then be able to send the T4s using the Email button.
Email Sender - The emailed statements will be addressed as coming from the person who is designated as the Administration contact type as defined in the Current Payroll - Contacts screen.

Email Statements

Available only for year-end reports that have the "Print with Form Background"option selected in the Output column, use this cell to specify if the year-end statements should be made available for emailing to applicable employees. Checking the box will enable the Email button in the Email cell (refer to the Email help description above for more information).

Employee Copy

Use this cell to specify if a printed copy of the form should be created for each employee. Editing the cell will display a checkbox where you can specify the two available options: Yes (printed forms will be created for each employee) or No (no printed forms will be created).

If you choose to create printed forms, each page will contain the information for an individual employee. For example, if you are printing T4s, the resulting printouts will contain the same employee information on both the top and bottom portion of the T4 form. This will allow you to present a single T4 sheet to your employee. Note: The employee will require two copies of the T4 - one for their records, and one for the CRA.

Employee Forms

This cell displays a list of available employee forms that can be printed or exported for the selected type and year. The forms in this list are based on the various year-end statements that have been generated for each employee in either the Edit T4s, Edit T4As, or Edit Reléve -1's screens.

When you view the drop-down list, the statement type (T4/RL1 or T4A), will appear, followed by the employee's Name, Tax Province and Business Account. The drop-down list also includes a search box at the top where you can type in a name or item (or portion of either) and have matching employees displayed quickly in the list.

Employer Copy

Use this cell to specify if a printed copy of the form should be created for the employer. Editing the cell will display a checkbox where you can specify the two available options: Yes (printed forms will be created for the employer) or No (no printed forms will be created).

Generate Report

Generate Report - Use the button in this cell to create the corresponding report that is defined in the Type cell for the row. Choosing the button generates the report and the results are saved as a PDF file. Depending on your browser settings, the file will either be stored in your Downloads folder or you may be presented with a window that will prompt you where to save the file.

Government Copy

Use this cell to specify if a printed copy of the form should be created for the CRA. Editing the cell will display a checkbox where you can specify the two available options: Yes (printed forms will be created for the employer) or No (no printed forms will be created).

Inbox

Available for emailable reports only, click this button to upload the current report to applicable employee's eNETInbox. eNETInbox is a cloud-based storage tool that allows employees to easily view their historical pay statements, T4s, T4As, and RL-1s. Talk with a CanPay Sales representative for more details.

Last Emailed

Available for the "Print with Form Background" Output Type only, this cell displays the date on which the statements were last sent to applicable employees. This cell is uneditable and will display one of two items; 1) the most recent sending date for the statements or, 2) it will display Never (indicating that pay statements have never been sent by email).

Last Emailed Count

Available for the "Print with Form Background" Output Type only, this cell displays the number of emails that were successfully sent to applicable employees. This cell is uneditable.

Last Emailed To

Available for the "Print with Form Background" Output Type only, this cell allows you to view a log of the employees who were emailed a statement the last time the Email process was performed. When you choose the View link, a window appears that displays each employee's number, name and email address. You can copy this text to another program or you can print the window contents using the Print icon in the window's toolbar.

Left

Use this cell to control the left-side alignment of the page for your printed forms. If your printed data needs to be shifted in from the left side of the page, enter a single-digit numerical value then generate the report once again to see the effect. The higher the value, the more offset the print will appear.

Name

Use this cell to specify a name for the report for administrative purposes. For example, if you have chosen the T4 report type and defined its settings to forms with no background included, you could name the report T4 - No Background. You can also use the Name cell to help you easily differentiate between two similar reports. For example, if you have two separate reports based on the T4A type, with each one reporting on Original v.s. Amendments, you may wish to name them T4A - Original and T4A - Amendments respectively.

Order By

Use this cell to specify the primary order on which the report's data will be sorted. The options in the list are based on the available employee-level settings (as defined in the Setup Employee screen). Choosing an option from this cell's drop-down menu will sort the report's data by the selected item defined in the cell. For example, to view a report where the data is sorted by each employee's province of residence, you would choose the Province option from the drop-down menu. The options include; Employee #, Name, Province, and SIN.

Output

Available for the T4 and T4A reports only, use this cell to specify the type of output on which the report should be based. The options include:

Internet Filing (XML) - Export the information as an XML file that can be uploaded to T4 online electronic filing.
Print with Form Background - Generate a PDF of the information with an image of the form in the background. The CRA accepts these types of printed forms for filing purposes.
Print on Pressure Seal Forms (2011) - Generate a PDF that is formatted to print on a Z-style form (for 2011) used for pressure seal folding machines.
Print 2010-2011 Forms - Generate a PDF of the information that is formatted to print on pre-printed forms (2010 to 2011) that have been provided by the CRA. No background will be included on the PDF file.
Print 2012-2013 Forms - Generate a PDF of the information that is formatted to print on pre-printed forms (2012 to 2013) that have been provided by the CRA. No background will be included on the PDF file.
Print on Pressure Seal Forms (2012-2013) - Generate a PDF that is formatted to print on a Z-style form (for 2012 to 2013) used for pressure seal folding machines.

Password Protect

Applicable to PDF reports/statements only, use this cell to specify if the PDF will require a password in order to be opened. There are two types of report passwords:

User-Defined - For reports/statements that are printed, the program will use a user-definable password that can be entered in the User - Options screen. Click here for more details.
System-Generated - For reports/statements that are emailed from within the program (e.g. Pay Statements, T4s. T4a, Rl-1s), the program will use a system-generated password that consists of the last 3 numbers of the employee's SIN followed by their 4-digit year of birth. Note: If an employee's SIN and/or Birth Date is missing in the Employee - Setup Employee screen, the resulting PDF statement will not be password protected.

Manual T4s - If you create a T4 manually and wish to email it, the employee's SIN number will be used as the password (since the program does not know the employee's Birth Date).

Quick View

Clicking this button displays the current report's content in a pop-up window without having to produce a PDF in advance. The window provides a number of useful viewing options such as a text search, zoom, print and more.

Range From

Use this cell to define the starting range of employee surnames on which to base the report. For example, if you wish to print the data for all employee's whose last names begin with the letter A through E, you would enter "A" in the this cell and you would enter "D" in the Range To cell (see below).

Range To

Use this cell to define the ending range of employee surnames on which to base the report. For example, if you wish to print the data for all employee's whose last names begin with the letter A through E, you would enter "D" in the this cell and you would enter "A" in the Range From cell (see above).

Report Type

Use this cell to specify the type report that is being created in terms of their edited status. The options include:

Originals - Choose this option if this is the first time you are creating the form. It represents the first time this form has been filed with the CRA.
Amendments - Choose this option if this form has been created and filed with the CRA previously. The new form will be marked as Amended and will include any changes you make to the data.

Right

Use this cell to control the right-side alignment of the page for your printed cheques and reports. If your printed data needs to be shifted in from the right side of the page, enter a single-digit numerical value then generate the report once again to see the effect. The higher the value, the more offset the print will appear.

Test

Clicking this button runs a test of the current report to see if your data will pass the requirements for a valid report. This can be useful if you have a detailed payroll and wish to avoid generating a large PDF that may contain data entry items that still need to be reviewed/corrected.

Times Emailed

Available for the "Print with Form Background" Output Type only, this cell displays the number of times that emails were sent to applicable employees (i.e. the number of times the Email button was pressed). This cell is uneditable.

Top

Use this cell to control the top alignment of the page for your printed cheques and reports. If your printed data needs to be shifted down from the top of the page, enter a single-digit numerical value then generate the report once again to see the effect. The higher the value, the more offset the print will appear.

Type

Use this cell to specify the type of report you wish to generate. View the descriptions below to learn more about the information that appears in each report.

T4 - This report generates the final T4s for your employees. T4 reports contain the employee's wages and taxes that have been withheld for the calendar year. The report's output is dependent on the options you select (e.g. display the report as a PDF file or output the report as an XML file for internet filing, etc.).
T4 Review - This report contains a summary of all T4s that have been generated for the specified year. It will list each employee and their corresponding amounts for each T4 box. If one or more T4s encounter an issue while processing, a warning message will appear above the table in Red. This report also includes the final totals and the T4 box numbers that can be used to fill out a T4 Summary. The report is useful for reconcile the yearly totals with the source deduction payments that you remitted to CRA.
T4A - This report generates the final T4A's for your employees. T4A reports contain employee income from pensions, retiring allowance, annuities or other income sources that are not reported on the regular T4. Examples of other income include medical premium benefits, payments from the registered disability savings plan (RDSP), death benefits, payments from a registered education savings plan (RESP) or a tax-free savings account (TFSA). It can also contain income from odd jobs, freelancing or self-employment.
T4A Review - This report contains a summary of all T4A's that have been generated for the specified year. It will list each employee and their corresponding amounts for each T4A box. If one or more T4As encounter an issue while processing, a warning message will appear above the table in Red. This report also includes the final totals and the T4A box numbers that can be used to fill out a T4A Summary. The report is useful for reconcile the yearly totals with the source deduction payments that you remitted to CRA.
RL-1 - This report generates the final RL-1s (RL-1) for your employees. The RL-1 slip is used primarily for reporting the salary or wages and any other remuneration paid to an employee as well as the commissions, fees or other amounts paid to a self-employed person. The slip is also used for reporting amounts deducted at source from the above-mentioned types of remuneration.

Year

Use this cell to specify the year on which the report should be based.