Prepare Tax Forms

Form ID: (PR502000)

On this form, you can do the following:

Generate T4 and Releve1 (RL1) tax forms for every year for each relevant employee associated with any relevant legal entity available in the system.
Preview generated documents.
Generate corrected documents for selected employees.
Because tax forms are generated automatically based on the data stored in the system, a generated tax form cannot be corrected directly on this form. To correct a generated tax form, you need to update the relevant information in the system and then generate a correction document.

This form appears only if the Canadian Payroll feature is enabled on the Enable/Disable Features (CS100000) form.

Form Toolbar

The form toolbar includes the buttons described below.


Button	Description
Correct	Creates correction forms of the specified type for the selected employee or employees. This button appears only if Correct in selected in the Action box in the Selection area.
Correct All	Creates correction forms of the specified type for all employees listed in the table. This button appears only if Correct in selected in the Action box in the Selection area.
Prepare	Prepares tax forms of the type specified in the Tax Form box in the Selection area for all employees listed in the table. This button appears only if Prepare in selected in the Action box in the Selection area. The button is available only if you have access to all companies and branches associated with the CRA payroll account selected in the CRA Payroll Account Number box in the Selection area.

Selection Area

In this area, you select settings to filter the records displayed in the table.


Element	Description
Tax Form	The description of the tax form that you want to prepare or correct. The following options are available: T4 Releve1
Year	The reporting year for which you want to view records in the table.
Company/Branch	The company or branch that has been reported on, if the Multicompany Support, Multibranch Support, or both features are enabled on the Enable/Disable Features (CS100000) form. The box appears only if the Releve1 form is selected in the Tax Form box in the Summary area.
CRA Payroll Account Number	The CRA payroll account number defined for companies or branches for which you want to prepare or correct T4 forms. To view the generated forms, you must have access to all companies and branches associated with the selected CRA account. If you don’t have access to some of these entities, the T4 forms generated (or to be generated) for them will be hidden from the table. The box appears only if the T4 form is selected in the Tax Form box in the Summary area.
Legal Entity for Payroll Tax Reporting	The company or branch whose name and address appear on the T4 forms as the employer’s name and address. Entities are listed only if they’re associated with the selected CRA account. The box appears only if the T4 form is selected in the Tax Form box in the Summary area.
Action	The action, Prepare or Correct, that you want to perform upon the records listed in the table.
Type	The type of the correction document, which can be Original, Amendment, or Cancellation. This box appears only if Correct is selected in the Action box.
Include Data from Unreleased Paychecks	A check box that indicates (if selected) that data related to unreleased paychecks is included in the table.

Table 1. Table Toolbar
The table toolbar includes the buttons described below.
Button	Description
View Discrepancies	Opens the View Discrepancies dialog box where you can review discrepancies in data between the last generated batch and the current values stored in the system for the tax form.

Table 2. Table ColumnsThis table displays a list of employees for whom tax forms of the selected type are required for the specified year.
Column	Description
Employee ID	The identifier of the employee.
Employee Name	The full name of the employee.
Branch	The company branch to which the employee belongs.
Pay Group	The pay group of the employee.
Province of Employment	The Canadian province of employment of the employee. The system determines the province for the generated form in the following order: The province where the employee has the highest number of earning hours during the period Quebec, if there are earnings in Quebec and no province has the highest number of earning hours, or all provinces have zero hours The province of the employee’s address The province of the employee’s default work location The first province in alphabetical order
Published From	The identifier of the employee's last published batch for submission, which is displayed only if a tax form has already been generated for the employee.
Document Type	The type of the document, which can be Original, Amendment, or Cancellation and is displayed only if a tax form has already been generated for the employee.
Batch ID	Identifiers of all the batches for submission in which the employee is included.

Tax Form Pane

This pane displays a preview of the generated tax form for the employee that is selected in the table.