Generate T4 slips in Payroll

How do I create a T4 form in Sage 300 CRE Payroll?

Complete the process outlined below.

Select the form

1. From the Payroll Tasks menu, select eFile and Reporting.
2. Select T4 Official Form, select the reporting Year, and click Next.
3. In the Employees to Process window, clear the check box for employees you don’t want to process.
    NOTE: T4 forms will only generate for employees with wages in the reporting year. You won’t need to clear the check box for employees with zero wages. 
4. Click Next, and then click Generate.
5. If prompted, select the applicable T4 form and click Next.

Verify Company Information

If you have multiple locations to file, see How do I generate a T4 if I have multiple locations?

1. Verify your Federal Employer ID number and then click Next.
2. Verify your company information and then click Next.
3. To combine multiple files into a single run, select Yes, I use multiple data files for this EIN. If you store all employee totals in one file, select No, I use a single payroll data file for this EIN.
4. Click Next.

Verify employee information and totals

1. Verify the employee information on the left side of the T4 Preparer Grid. Make necessary corrections and click Next Step.
2. If needed, assign a Province to Box 24/26.
   1. Right-click on the column header and choose Assign Province.
   2. Select your province from the drop-down menu and click OK.
3. Verify the T4 Box totals for each employee. Make necessary corrections and click Next Step.

Aatrix tax forms will allow you to correct amounts accumulated when processing payroll. These changes won’t flow through to your accounting data. If any amounts are incorrect, it’s recommended to close Aatrix and make any necessary corrections in Payroll, then generate your T4 forms again.

Print and/or eFile your forms

1. Select the applicable options for printing and/or eFiling your forms, then click Next.
2. Review the forms that will generate in the Review Data window. If you want to print the list, click Print.
3. Click Next.
4. Review your T4 slips. If you need to make corrections, close the window and start over. If the forms are correct, print copies and then click Next Step.

eFile your forms using the Aatrix eFile center

1. If you haven’t enrolled with Aatrix, click Enroll to launch the Aatrix eFile Center. Click Enroll and follow the prompts to set up your account.
2. After you complete the setup, click I have Enrolled and have my Login ID on the Aatrix Secure eFile - EIN NOT ENROLLED window.
3. If you have an account with Aatrix, the Aatrix Secure eFile - Login window will display. Enter your Username and Password and click Login.
4. Follow the prompts to complete the eFiling process.

Learn more: Visit Sage University to watch a video that shows you how to perform this task. Search for the Sage 300 Construction and Real Estate anytime learning subscription titled Year-end Procedures.

 

 

Where can I find Year-End Procedures Guides (YEPG)?

How do I enroll for Aatrix eFiling?