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The Year End Process - Overview

Outlined below are the step-by-step procedures required to complete your payroll year-end. The process will begin with the creation of a year-end record that contains the information needed to generate each employee's individual T4, T4A, Releve1 and other forms. After the file is created, you can perform manual edits as needed before creating the XML file for submission to the Canada Revenue Agency (CRA).

The Year-End Process - Step-By-Step

The year-end process can completed using the steps shown below. The steps are shown in the suggested order for optimal work flow. The sub points below each numbered point show supplementary help topics along with the program screens that are associated with each step.

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