Hi SamC ,

Thanks for reaching out. If your T4 summary numbers aren't balancing, check the following:

1. Compare the Employee Summary Report with the Employee Detail Report. They should match.
2. Ensure the correct options are selected on T4 boxes or the employee record, as some income types are not included in the T4 Summary's gross income.
3. If the reports match but don't align with the T4 summary, you may need to adjust with a negative or positive paycheque to correct the amounts.

For detailed instructions on preparing and printing T4 Slips and Summary, ensure you're enrolled in an active Sage Business Care plan and refer to the Year-End Center .

If you need further assistance, please don't hesitate to reach out or chat with our support team.

Warm Regards,
Erzsi

Top T4 tips:

1.  Ensure that you have 'include inactive employees' ticked and that you have clicked 'select all' AFTER ticking 'include inactive'.

2.  Do not just trust Sage's 'what you remitted to CRA' box, double check it to CRA's 'amount received for 2023' number online.

3.  Be aware that Sage's 'PIER' report is NOT accurate.  It is OK for finding employees whose numbers may need checking, but it is NOT OK for actually identifying and calculating errors.  This is described in more detail in other posts, so I won't go into it here.

Hi. Create a spreadsheet that reports each employee, gross, cpp, ei, tax, net. Make sure it all agrees with your totals in SAGE. This is found in report - employees details.

Then compare your CPP totals to the summary etc.