T4 or RL-1 Employee Information window

Index

T4 or RL-1 Employee Information window

The T4 or RL-1 Employee Information window enables you to view and change information that will appear or is used to calculate amounts on employees’ T4 or RL-1s.

Field Descriptions

Name

This field displays the employee’s name. To view more information about this employee, click the zoom arrow to display the Card Information window.

Address

This field displays the employee’s address. To change this employee’s address, click the zoom arrow next to the Name field to display the Card Information window.

SIN

This field displays the employee’s Social Insurance number. To change this number, click the zoom arrow next to the Name field to display the Card Information window, then click the Payroll Details tab.

Work Province

Tax Table selected for this employee, found in the employees card under Payroll Details, the Personal section.

Mark these selections if they apply to this employee. If you’re not sure whether you should mark any of these selectionss, or if you’re not sure what these selections mean, consult an accountant, a Certified Consultant, or publications provided by the Canada Revenue Agency.

CPP/QPP Exempt

This column lists the boxes that can appear on T4 or RL-1 forms.

EI Exempt

This column lists the boxes that can appear on T4 or RL-1 forms.

QPIP Exempt

This column lists the boxes that can appear on T4 or RL-1 forms.

Box # column

This column lists the boxes that can appear on T4 or RL-1 forms.

Description column

This column describes the contents of each of the boxes on T4 or RL-1 forms.

Contents column

This column contains the amounts or numbers associated with each of the boxes on the T4 or RL-1 forms.

If an amount or number is incorrect, you can change it. When you change an entry, an asterisk (*) will appear next to the new amount for your reference. The asterisk won’t appear on the printed T4 or RL-1 form.

Recalc button

Click this button if you changed amounts in the Amount/# column, but want to restore the original entries from your company file.

OK button

Click this button to accept the entries you’ve made and close the window.

Tips for this window

Related Topics

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Preparing new T4, RL-1, and T4 Summary forms

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Set Up T4, RL-1 and T4 Summary Forms window

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Reconciling your bank accounts

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Creating a customer card

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Receiving items without a bill

Set up an accrual account for items received without a vendor bill Record items received without a bill

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Recording and settling vendor debits

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Paying your employees

Creating payroll categories

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Creating employee cards Entering employee payroll information

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Processing your payroll

Task 1: Select the pay period Task 2: [Optional] Include employee timesheets Task 3: Select and edit paycheques Task 4: Record employee pays Task 5: Process payments Task 6: Print/email pay stubs

Payroll liabilities

Reviewing payroll information

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Payroll tax forms

Billing for time

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Making inventory adjustments

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Auto-building items

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Recurring transactions

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Publishing to iCal

Publishing an invoice or purchase to iCal Publishing a recurring transaction to iCal Publishing a reminder log to iCal

International transactions

About the multiple-currency feature

Setting up multiple currencies

Task 1: Select the multiple currency option Task 2: Set up records for foreign currencies Task 3: Create accounts to track foreign-currency transactions Task 4: Assign accounts to foreign currencies Task 5: Assign currencies to foreign customers and vendors

Exchange rates

Tracking currency gains and losses

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Miscellaneous transactions

Producing reports Printing report batches

Customizing reports

Task 1: Select the data to be printed Task 2: Select the required fields Task 3: Select finishing options Task 4: Change the report format Task 5: Print the report Task 6: Save the report Changing the default fonts on reports Frequently used reports Overview of report details

Finding forms

Sending forms when you record a transaction Sending forms in a batch Advanced filters

Customizing forms

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Adding and editing elements

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Contact management

Creating a card

Keeping in touch with your contacts

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Grouping your contacts

Identifiers Custom lists

Synchronizing AccountEdge cards with Mac Address Book cards

Deleting cards Resetting the synchronization

Customizing cards

Card identification codes Card pictures

Reviewing your contact information

Financial control

Tracking financial information

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Tracking reimbursable expenses

Task 1: Set up a job Task 2: Assign expenses to the job Task 3: Bill the customer Changing the status of a reimbursable expense

Entering budget amounts Budget Shortcuts window

Auditing your records Reviewing financial information

End-of-period procedures

Month-end procedures

Task 1: Run the Company Data Auditor Task 2: Reconcile your bank accounts Task 3: Review reports Task 4: Send customer statements Task 5: Record depreciation Task 6: Pay payroll taxes Task 7: Lock periods

Starting a new fiscal year

Task 1: Complete month-end tasks Task 2: Perform an inventory count Task 3: Provide information to your accountant Task 4: Enter end-of-year adjustments Task 5: Back up your company file Task 6: Start a new fiscal year Task 7: Optimize and verify your company file

Starting a new payroll year

Task 1: Process the last paycheques for the year Task 2: Print year-end payroll forms Task 3: Print payroll reports Task 4: Back up your company file Task 5: Start a new payroll year Task 6: Check that you have the latest tax tables Task 7: Optimize and verify your company file

Managing user accounts and company files

Managing user accounts Backing up and restoring company files

Servicing your company file

Checking your company file for errors Optimizing your company file Purging information that is no longer needed Troubleshooting file-locking problems

Special considerations for networked company files

Preferences in a network environment Preventing data entry while generating reports Storing custom reports on a network Displaying up-to-date information Improving performance

Troubleshooting your company file

Alert messages—company file Alert messages—transactions

Importing and exporting data

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