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Year End Settings (Payroll Tab)
This screen allows you to create and modify the settings that are required to perform the year end process. These settings must be in place before you can generate your XML file (for upload to the CRA).
Before You Create the Year End Settings: Although you can generate T4s at any time after the final pay of the year has been closed, we suggest that you first clear your payroll's year-to-date values (YTDs) before you create your year-end settings. This will prevent the T4s from being incorrect if you happen to run an additional pay with a pay date outside the T4 year (e.g. an end-of-year bonus). Remember that in order for amounts to be included in the T4s, the pay date has to be within the same year (T4s rely on the Pay Date, not pay period End Date). If you are certain that your final payroll of the previous year is complete, you can proceed with the steps below. |
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View step-by-step tutorial |
Internet Filing Requirements
To use the CRA's Internet Filing Transfer (XML) service, your company must meet several requirements:
- Your company has both a valid Business Number and a Web Access Code. You can find these items at the top of your personalized T4 summary that you received from the CRA. If you have not received this document or if you have misplaced your Web Access Code or Business Number, you may call the CRA to obtain or replace either of these items.
- Your company must have a Transmitter Number. If you have transmitted a magnetic media file in the past, you may use the MM number that the CRA has already assigned to you. If your company is new to transmitting, you may use the number MM555555 (after which you will be issued a new transmitter number that you can use for subsequent transmissions.
Common Buttons
Visit the Button Descriptions help page to view detailed descriptions of each button that appears on your screen (whether in the Button Bar at the top of the table, or in the table itself). 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).
Context-Specific Buttons (that are unique to this screen, or that require additional instruction)
New - This button inserts a new Year-End row so you can manually enter the details. Once a row is inserted, this button will be unavailable. Note: When you select this button, the current row's cells are populated with information found in both the Current Payroll - Contacts and Current Payroll - Name and Address screens. Once the row is created, you can change the various fields as as needed.
Minimum Requirements: When this file is created, you will notice that a number of cells are not populated with any data. You can still proceed with generating your year-end reports, however you must ensure that the following minimum requirements are met before you can create your XMl file:
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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. |
Additional Address Info
Use this cell to enter additional address information, over and above the information shown in the Transmitter Address cell, that may be useful. This could include complete delivery designations or multi-unit indicators such as STE 208 (Suite 208), APT 33 (Apartment 33), etc., when applicable.
Contact Email
Use this cell to enter an email address of a representative from the transmitting company. The transmitter representative may be contacted if eNETEmployer Services has any questions or concerns regarding the transmitted file.
Valid email addresses, such as john.smith@example.com are made up of the name, followed by the @ symbol, followed by a domain. The domain part is not case-sensitive, but the name portion may be, depending on the persons email server settings. Underscores and hyphens are permitted, but other special characters (e.g. #, $, !, quotes and spaces) are not.
Contact Name
Use this cell to view or edit the contact person's name.
Contact Phone #
Use this cell to specify the contact person's phone number. The format of the phone number is "+Country Code (Area Code) Phone Number +Extension". For example, if Joe Smith lives in Winnipeg, MB and his phone number includes an extension of 300, you would enter: 1 204 555-5555 +300.
Language
Use this cell to specify the contact person's preferred language of communication when they exchange information with Canada Revenue Agency (CRA). Currently, eNETEmployer supports Canada's two official languages: English and French. Refer to the Options help page for more information on this feature.
Proprietor #1 SIN
Use this cell to enter the Social Insurance Number for Proprietor number 1 (or principal owner number 1.) if the employer is either a Canadian-controlled private corporation or unincorporated.
Proprietor #2 SIN
Use this cell to enter the Social Insurance Number for Proprietor number 2 (or principal owner number 2.) if the employer is either a Canadian-controlled private corporation or unincorporated.
Registered Pension Plan (RPP) #1
Use this cell to enter the company's 7-digit registered pension plan number for RPP number 1 (if applicable). This number is issued to businesses by the CRA.
Registered Pension Plan (RPP) #2
Use this cell to enter the company's 7-digit registered pension plan number for RPP number 2 (if applicable). This number is issued to businesses by the CRA.
Registered Pension Plan (RPP) #3
Use this cell to enter the company's 7-digit registered pension plan number for RPP number 3 (if applicable). This number is issued to businesses by the CRA.
Relevé 1 NEQ
Use this cell to enter the company's Relevé 1 NEQ Number (Quebec Enterprise Number), if applicable. This numerical identifier is assigned to businesses when they register with the Registraire des entreprises.
Relevé 1 Nold
Use this cell to enter the company's Identification Number. This 10-digit numerical identifier is assigned to businesses when they register with Revenu Québec.
Relevé 1 Transmitter Number
Use this cell to enter your company's magnetic media Transmitter Number as assigned by Revenu Quebec.
Transmitter Address
Use this cell to enter the physical address (where applicable) of the transmitting business. The address can be entered as one entity (e.g. 698 South Street or Suite 3 - 600 South Street).
Transmitter City
Use this cell to enter the city in which the transmitting company is located.
Transmitter Country
Use this cell to specify the city in which the transmitting company is located. The program currently supports either Canada or the United States. Note: If you choose a province option from the Transmitter Province/State cell, the Country setting will automatically be set to Canada. Similarly, choosing one of the 50 U.S. states will automatically set the Country option to United States.
Transmitter Name
Use this cell to enter the name of the transmitter. The transmitter can be a person or the name of company that is transmitting the year end information to the CRA.
Transmitter Name #2
Use this cell to enter an additional name or further information about the transmitter. For example, "Payroll Administrator", or "A division of XYZ company".
Transmitter Number
Use this cell to enter your company's magnetic media transmitter number as assigned by the CRA. The transmitter number consists of 8 alphanumeric characters beginning with a two-letter prefix (e.g. MM123456). If you are filing your T4s for the first time with the CRA and do not yet have a transmitter number, you can enter MM555555 into this cell. When the CRA receives your first T4 transmission, they will issue you a new transmitter number. Once you've received the new number, return to this screen and replace the MM555555 number with your newly assigned transmitter number.
Transmitter Postal Code
Use this cell to enter the postal code of the transmitter.
Transmitter Type
Use this cell to specify the report types that are being submitted to the CRA. The options are:
- You are a software vendor.
- You are submitting returns on behalf of others.
- You are submitting returns on your own behalf (this is the default option and should be used in most situations).
- You are submitting returns on your own behalf using a third-party software package.
Transmitter Province/State
Use this cell to enter the province (or state) in which the transmitter is located.
Transmitter Zip Code
Use this cell to enter the Zip Code of the transmitter.