Hi Ray Blacklock ,

Thank you for your message and readiness to submit your year-end T4 and T4 summary electronically.

Below is a step-by-step guide to help you with the process:

1. Preparation Before Electronic Filing

   • Go to payroll and open the employee profile.
   • Check the Earnings tab, specifically the Last Year column, which should contain amounts for the last year. If not, perform a Payroll Year End to update the figures accordingly.

2. Creating the Employee List

   • Log in to the company with a date in the New Year.
   • Go to Edit > Payroll > T4 and T4 Summary.
   • On the Create List of Employees window, select the required criteria and click OK.

3. Review Employee Records

   • Open each employee's record to review the amounts and make any necessary changes.

4. Printing T4 Slips (If Required)

   • Select the checkbox for employees who need a T4.
   • Click Print, and follow the prompts for CRA copy, Employee copy, and Employer copy.
   • Modify T4 details if necessary before printing.

5. T4 Summary Printing

   • With employees selected, click the dropdown arrow next to the Print icon, then Print T4 Summary.
   • Provide contact details and business type information in the T4 Summary window.
   • Click Print.

6. Creating T4 Electronic File for Web Submission

   • With the correct employee list, click the Export to Web icon.
   • Enter your transmitter number or use the generic number MM-555555 if you're filing a single return and don't have a transmitter number.
   • Fill in the Reference ID, Submission number, and other required details.
   • Under the Employer Info tab, enter contact name, telephone, taxation year, and business type.
   • Click OK to create the submission file (RCTTAX.XML).

7. Submitting the File to CRA

   • Copy the XML file to a disk or CD, or if you have less than 500 T4s, you can submit the file directly via the CRA website at http://www.cra-arc.gc.ca/iref/.

Remember, this XML file includes your T4 summary information, so you don't need to submit the T4 summary separately. For additional guidance, you can watch a detailed tutorial on YouTube here: T4 and T4 Summary Reports and T4 Electronic Filing.

If you encounter issues, such as a rejection due to French characters in employee names or other XML file errors, please correct these in Notepad and re-upload the file. For further support, feel free to reach out to our support team.

Warm Regards,
Erzsi