Preparing T4 and RL-1 Slips

Generating T4s
Generating RL-1s

Generating T4s

Generally, you need to complete a T4 slip if you are an employer and you paid your employees employment income, commissions, taxable allowances and benefits, fishing income, or any other remuneration.

If you file more than 50 T4 slips for a calendar year, you must file the return over the Internet.

More information is available on the CRA web site (search for T4 slip):

In AccountEdge select Prepare T4 and RL-1 Forms in the Payroll Command Center

  • In the first Set Up window, select a T4 box in the left pane, and wage category on the right

  • Then enter or confirm, the Employer ID or BN

  • Select form type

  • Select a form type of either electronic or printed

  • If you selected electronic:

    • Click Next, and fill-in the required information
    • Click Next, and fill-in the required information
    • Select the employees for which T4 slips are to be generated
    • Click Create File to generate the XML file that is to be uploaded to the CRA web site; once the file is created, the CRA web site will be opened in your web browser
  • Otherwise, print the employees' T4 Slips

AccountEdge prints T4 Slips on pre-printed forms.

Note Regarding E-Filing T-4s:
The first time you efile T4s with the CRA, you will need to put the code MM000000 (MM + 6 zeros) into the Transmitter Number field. When the CRA receives your first T4 transmission, they will issue you a new Transmitter Number. When you receive your new CRA Transmitter Number, replace the 'MM000000' code with your new number for next year. If you want to get a Transmitter Number now, call the CRA at 1-800-665-5164.

Exempt Employees
To set an employee’s status as exempt you must go through “Prepare Payroll Tax Forms” with T4 Slip selected until you get to the window “Review T4 Slips Before Filing” where you see the list of employees and their SIN number, double click on an employee and a window will pop up with that employee’s T4 information. In the upper right area of this window there are check boxes for exemption status.

Generating RL-1s

AccountEdge can generate the information for printed RL-1 forms. AccountEdge only fills in the boxes for pre-printed RL-1 forms - it does not generate the forms themselves.

To print RL-1s:

  1. Go to Payroll > Prepare Payroll Forms
  2. In the Upper Right corner of the screen select RL-1 Slip (Printed)
  3. Select the RL-1 box on the left hand side and then check off the payroll categories on the right hand side you want to map into that box when finished select next
  4. Enter information regarding your company and then select next
  5. Check off any employees you want to print and then click Print