Before you start

Verify that all employees have the correct province entered on their employee records so the tax files can be generated. The province of residence and employment must be entered in Sage HRMS on both the Employees > View/Edit Employee > Payroll tab > Employee Payroll > General and Class/Schd tabs.

To file your T4 forms electronically:

1. Go to Reports > Canadian Payroll > Government Reports > T4s Electronic Filing.
2. Enter or verify all information on both the Employer Info and Transmitter Info 1windows.
   • Enter the social insurance number (SIN) of the 1st Proprietor field. Note that this field is required in order to process the file (if necessary, the system will accept zeros).
3. Complete all fields on the Transmitter Info II window. Note the following field information:
   • Transmitter Number/MM Number. No longer required by the CRA. Enter zeros in this field to continue.
   • Submission Reference ID.  Enter a unique number for your own purposes to identify each submission you file with CRA. For example, if you have more than one RPP number, you can include it here.
4. Click Browse to specify where you want to save the file and click Process to create the file.
5. On the CRA website, select T4 by Internet > Filing a T4 Information Return >Internet File Transfer (XML) > FILE NOW > Enter Secure Site.
6. When prompted, agree to the CRA website terms and conditions to continue.
7. Enter your company’s RPP number.
8. Scroll down on the website to enter the Web Access Code provided to you (the employer) by the CRA, and click Continue.
9. Select the file you created and saved in Sage HRMS and click the prompts to upload it.
10. Review the website notifications to confirm that the correct number of T4 forms were uploaded successfully. Print or save the page with confirmation for your records.