About this template
Work type: Payroll
Location: Canada
Client industry: Generic
Version: 1 (Latest)
This template includes
- 14 tasks
- 8 client tasks
T4 Slip Preparation & Filing – Master Workflow (CRA-Filed)
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| Client Uploads Required – T4 Prep Cannot Begin Without This Information Client Tasks | ||
|---|---|---|
| Upload 2025 Payroll Information Required for T4 Preparation | ||
| Employee details (legal name, SIN, address, Employment start and end dates) | ||
| CPP, EI, and income tax deduction totals | ||
| Payroll registers or annual summaries for all employees | ||
| CRA remittance confirmations | ||
| Details of bonuses, taxable benefits, commissions, or manual adjustments | ||
| List of terminated employees and final pay dates | ||
| STAGE 1 – AUTHORIZATION & SETUP | ||
|---|---|---|
| Confirm CRA Represent a Client Access | ||
| Payroll program account exists | ||
| Authorization level allows T4 filing | ||
| CRA access confirmed | ||
| Confirm Payroll System Used | ||
| Add payroll system used to client notes | ||
| Confirm Employee List and Status Changes | ||
| Active employees confirmed | ||
| Terminations identified | ||
| Employment dates verified | ||
| STAGE 2 – PAYROLL DATA VALIDATION (GO / NO-GO) | ||
|---|---|---|
| Review Client Payroll Data for Completeness | ||
| All pay periods accounted for | ||
| SINs present and valid | ||
| Gross pay totals reasonable | ||
| CPP, EI, and income tax totals available | ||
| CRA remittance data present for full year | ||
| Proceed to preparation OR return to client for missing or incorrect information | ||
| STAGE 3 – PAYROLL DATA PREPARATION | ||
|---|---|---|
| Pull Payroll Reports or Source Data | ||
| Payroll registers or summaries | ||
| Bonus and taxable benefit details | ||
| Year-end adjustments | ||
| Tie Payroll to Bookkeeping (If Applicable) | ||
| If does not equal must document difference and discuss with client before proceeding | ||
| STAGE 6 – CLIENT REVIEW | ||
|---|---|---|
| Upload: T4 Summary totals only | ||
| Send the client request for approval using the FC task below | ||
| Client Review and approval Client Tasks | ||
|---|---|---|
| Review and Check off the box to indicate you approve the attached T4 Summary Totals | ||
| STAGE 7 – FILING DECISION & SUBMISSION | ||
|---|---|---|
| Confirm Filing Method | ||
| Add note to comment section | ||
| Upload T4 Slips and Summary via CRA Represent a Client | ||
| Export XML or slips from TaxCycle | ||
| Upload through CRA My Business Account | ||
| Record confirmation number | ||
| Save CRA submission receipt | ||
| E-File T4s via TaxCycle | ||
| Note the Reason CRA upload was not used documented | ||
| STAGE 8 – DISTRIBUTION & CLOSE-OUT | ||
|---|---|---|
| Deliver Filed T4 Slips to Client Portal | ||
| Archive T4 File and Close Engagement | ||
| CRA confirmation saved | ||
| Filed T4 Summary retained | ||
| Source payroll documents archived | ||
| Notes added for discrepancies or CRA follow-up | ||