Sage HRMS prints the information on the T4s for the selected year as required by Canada Revenue Agency (CRA). You can use this report to print or save T4s both for filing and distribution to your employees. Sage HRMS supports up to 12 "Other Information" boxes on the T4.
The CPP/QPP and EI Balancing report (available from this same report window) lists only employees that are out of balance and includes the employees' gross pay, pensionable earnings, CPP/QPP deductions and calculations, and EI earnings and deductions.
Note: Sage HRMS uses Sage Payroll Tax Forms and eFiling by Aatrix services for printing and filing most government reports and forms. To learn more about this functionality, read About Sage Payroll Tax Forms and eFiling by Aatrix.
Before you start
To print the report
- From Government Reports, select T4s.
- Enter the payment year for which to process T4s.
- Select the form type on which to print T4s.
- To print both the T4 form and the data, load your printer with blank paper, and choose one of the Plain Paper options.
- To print the data on preprinted T4 forms, load your printer with the preprinted forms, and choose one of the Laser options.
- To use a selection list to select the employees for T4 processing, choose that selection list.
- Choose a range of employees for whom T4s will be processed (in addition to or instead of a selection list).
- Choose to sort the T4s by employee name, , employee number, or class.
- If you selected to sort by class, choose the system prompts you for the class to print (Class 1, 2, 3, or 4) and for the sort order within that class — employee number or employee name.
- Enter the employer name.
- Optionally, select employees who are assigned a particular EI rate. For example, if you use two EI rates in your Payroll system, and you want to select only the employees who are assigned to the second rate, then select the Rate 2 check box.
- To select employees who are exempt from EI premiums, select the EI Exempt box.
Note: The Rate 1 to Rate 5 check boxes and the EI Exempt check box apply to both the federal EI and Quebec EI.
- To print a sample T4 to test printer alignment, click . To print T4s, click . Another window opens where you can make further edits to the form and choose to print the form or e-file it. For further help on this step, press F1 or select Help from the main menu.
- Click .
- When you are finished, click .
To print the CPP/QPP and EI Balancing report
- From Government Reports, select T4s.
- Select the check box next to Print CPP/QPP and EI Balancing Report.
- Select the and that applies.
- is the payroll period number for the year indicated.
- Choose a range of employees for whom to review in this balancing report (in addition to or instead of a selection list).
- Choose to sort the data by employee name, , employee number, or class.
- If you selected to sort by class, choose the system prompts you for the class to print (Class 1, 2, 3, or 4) and for the sort order within that class — employee number or employee name.
- Enter the Employer Name.
- Optionally, select employees who are assigned a particular EI rate. For example, if you use two EI rates in your payroll system, and you want to select only the employees who are assigned to the second rate, then select the Rate 2 check box.
- Click .
- When you are finished, click .
Important! You may be required to review and update your employees' T4 data before you can view the report. Correct any invalid employee data listed in the validation messages (for example, negative amounts for tax contributions) so you can view the report with accurate balancing issues identified.
Note: The balancing report displays only those employees who are out of balance for the amount indicated in the Rounding Amount field on the report. The default value for the discrepancies is $1.00 for all employees combined on a single report. You can change the rounding amount by editing the field on the CTT4BAL1 report using SAP Crystal Reports Designer.