Creating T4A Slips and Summary

Review your YTD (Year To Date)

A. Start by going to Actions.

B. Click on Year End to start the RL-1 process.

C. Your YTD Summary has been created, click to Review YTD to see it on screen or use the ellipsis menu on the header to view in XLS.

Note: The on-screen and XLS are for VIEW ONLY purposes, any changes to the XLS will not be saved.

Generate Your T4A Slips

D. Using the menu pictured above when you are ready to create your RL-1 slips, click Generate T4A. Your contractors' data will show in a grid format as pictured below

E. Your employees' data will show in a grid format as pictured below. To create yourT4A slips, click on Approve (#) Slips. Your contractors' data will show in a grid format as pictured below.

F. Use the ellipsis menu on the top right of the grid view to perform any of the following actions.

• Add Box: If you need to report custom amounts on the employee T4A slips, use this to add a custom box number for reporting these amounts.
• Change Box: Mistakenly put the wrong box on your Pay Rules but made other manual changes and don't want to reset all?  This field will let you change the annotation from one box to another.
• Excel Report: Download an XLS copy of your complete grid.  *Any changes on the XLS will NOT change the RL-1 slips.
• Reset All T4As: Regenerate your T4As from your employees' YTD records or updated pay rules.  Any manual changes you have made to the slips will be removed if you click this option.
• Select T4As: elect multiple contractors to perform further actions.

G. Use the ellipsis menu at the end of each employee line to perform any of the following actions:

• View Full Slip: View a full-screen version of this employee's slip.
• Edit Address: Edit the address for the employee. This will carry over to the employee's profile as well.
• Exclude: Remove this slip from your records. This will not remove any data in the system for this employee, just the slip.
• Reset to Defaults: Regenerate just this slip from the employee's YTD values.

Full Slip View

H. Use the dropdown next to All Employee T4As to change the view.

I. Click Employee T4As Individual. 


Add a Slip

Adding a slip for a contractor who you paid in the tax year, but was never added into your account, can be done only from the Full Slip View. 

J. Click the ellipsis menu on the top right of any slip.

K. Select Add New T4A.

L. Fill in all boxes as needed and Save. This slip will now be added to your Summary.


M. To complete your T4As navigate back to All Employee T4As from your view options.

N. Select to Approve (#) Slips to move to your company summary.

New Canadian Dental Care Plan
As part of the Canadian Dental Care Plan, there have been significant changes to the T4A, particularly concerning the reporting of dental benefits. Starting from the 2023 tax year, the following updates are mandatory.
Box 45 is Payer-offered Dental Benefits:
This new box has been added to the T4A slips and must be completed if there is an amount reported in Box 45.
Box 45 is used to report whether, as of December 21 of the tax year, the payee or any of their family members were eligible to access any dental care insurance or dental coverage of any kind due to their current or former employment.

Understanding Box 45
This box is mandatory if Box 016 has an amount. It is aimed at providing information about the availability of dental benefits to the employee or their family members.
If Box 016 is empty, then filling out Box 45 is optional on T4As.
Read more about how to properly handle the new National Dental Benefit with PaymentEvolution here.

O. Update Box 45.

P. Click on Continue.

Generating your T4A Summary

Once you have completed your slips, your next step is to generate your Company Summary.

Q. Fill in the information noted below.  Pay attention to the tool tips as they can help you find the information you need.  

R. Click on Continue.

Note: in most cases all amounts are zero on the T4A.  If needed, the total received by CRA can be found by logging into My Business Account with CRA, clicking on Payroll and then Account Balances.  You will need to enter the amount CRA has reported receiving for the tax year, even if PaymentEvolution has been remitting on your behalf.  

Filing your T4A Slips and Summary
After completing slips and summary you must submit them to CRA.  You will have 3 options available.

• Automatic Submission: Submissions are made to the CRA on your behalf. This is the fastest and easiest way to file your tax slips with the CRA. Note: submission fees apply .
• Online Submission: Download an XML file and login to CRA and upload your files.  You will get a confirmation number after uploading, please retain this number for finalization of your T4As.
• Manual Submission: Download a PDF of the slips and summary and send to CRA. 

S. Choose Manual Submission Option.

T. Click on Continue.

Once your T4s have been filed with CRA, Publish them to ensure employees have access to them through PayChequer. 

The Five Slip Rule
If you choose manual submission and you have more than five slips, you may be fined by the CRA. You will see this message. In this case, we recommend Auto Submission.
Once your T4s have been filed with CRA, Publish them to ensure employees have access to them through PayChequer. 

U. Read the Notice and Click on Continue.

Tip: If you have filed the slips manually and did not use the automated submission service, you will need your submission number from CRA in order to publish the T4A slips to your contractors. Your confirmation number can be found by logging into CRA My Business Account.