Prepare Tax Forms

Form ID: (PR502000)

On this form, you can do the following:

Generate T4 and 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 standard and form-specific buttons and commands. For the list of standard buttons, see Form Toolbar and More Menu. The form-specific commands are listed in the following table.


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.

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.
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.
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 standard buttons and buttons that are specific to this table. For the list of standard buttons, see Table Toolbar. The table-specific buttons are listed 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.
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.