Updated: 2023-01-31
Create a TaxCycle T4/T4A file to prepare T4 or T4A slips. Start a file by carrying forward a slips return from the prior year or by creating a new file from the Start screen.
Use the Info worksheet to enter details about the slip issuer, filing information and the default information that appears on new slips.
A check box on the Info worksheet lets you default the city and province for all new slips to the same as the issuer information. This saves you time when preparing individual slips.
The Info worksheet in TaxCycle T4/T4A contains sections for information specific to T4 or T4A returns.
In the T4 and T4A sections on the Info worksheet, you can choose which Other Information boxes appear by default on all slips:
Go to the Default "Other information" for new slips field under the T4 or T4A section on the Info worksheet.If you complete the default Other Information fields on the Info worksheet, they are used as soon as you enter any information on a new slip. These boxes appear in the Other information section on each slip.
You can add more boxes as needed on the individual slips. If you don't need all the default boxes on a particular slip, complete only those you do. Hover over any unneeded boxes and a review message will give you the option to Delete this item or to Delete all rows without amounts:
To add a footnote to a specific slip, use the field on the slip, just below all the box numbers:
To add a footnote to all slips, go to the Info worksheet and enter a footnote. Unlike the per-slip footnotes, this will not be visible in the footnote field on an individual slip, but will appear on the print/PDF copy of the slip. When you have a slip open on screen, scroll down to preview the printed copy. The two footnotes appear in the positions below:
Complete the fields in the Slip defaults and Filing sections of the Info worksheet to set information for filing the slips and summary.
| Province of employment | Choose a province of employment on the Info worksheet and it will automatically flow to the individual slips. You can override this on a particular slip if required. |
| Default pay period type | Set the default pay period on the Info worksheet and it will automatically flow to the individual slips. You can change this on individual slips if required. |
| Signing date | Set the signing date of the return. This date flows to the T4Summary and T4ASummary. |
| File Relevés for recipients employed in or living in Québec? | Choose Yes if you want to also complete the required Relevé for recipients working or living in Québec. |
| Language of correspondence | Choose the language of correspondence of the issuer. |
| Taxation Year | The taxation year will default to the same year as the slips module you are preparing. However, if you need to prepare slips for a year for which the module is not yet available, you can override this field to prepare them early. |
| Paper file this return? | Choose Yes to opt for paper filing this return. The CRA strongly encourages you to file over the Internet using Internet file transfer (XML). However, you can still file up to 50 slips on paper. |
| Explanatory note (reason for any amended slips) | This is an optional field for including notes on why the slips are being amended. The information in this field is sent with the return when it is transmitted by Internet file transfer. |
