Generating T4s in Sparkrock 365: A Comprehensive Guide

Information  

• Products: Sparkrock 365 
• Summary: Process needed to generat T4s in 365 

Details

This knowledge base article will guide you through the process of generating T4s in Sparkrock 365. The article will explain the steps to generate T4 tax documents for your employees, as well as different methods of distribution such as email or download. Whether you are new to Sparkrock 365 or looking to streamline your T4 generation process, this article has everything you need to know.

Resolution

T4 Distribution Management: 

Search for T4  Distribution Management or Payroll Ledger Entries > Reports > T4 Distribution Management or Navigate to Payroll Ledger Entries > Reports > T4 Distribution Management 

The options are described below:

This comprehensive guide will cover the process of managing T4s in Sparkrock 365. Here are the key topics that will be covered:

• Load T4 Employees - Provides a list of all employees with earnings in the current year. If there are blocked or terminated employees with earnings for the year, they will show in this list. Once this list is loaded, you can begin processing T4s.
• Email T4 to Employees - This feature will create password-protected files that are sent by email to all employees who have the proper settings marked in their employee card. We suggest printing at least one copy of the T4 to a PDF prior to emailing, to confirm that all copies needed are in the file. Once confirmed, you can process all the employees by email.
• T4 Downloaded/Signed - This is only valid if you have a web portal. This will provide you with a list of employees who have downloaded their T4 and signed it digitally if required.
• Paperless T4 Opt-in - This is located on each employee's card, in the Administration tab.
• Printed - Once the T4 is printed, this will show as checked if the option in the T4 report "Set Printed to True in T4 Dist." is set to true when running the T4 report.
• Sent via Email - Will populate if T4s are emailed.
• Signed via Self-Service Web Portal - This will be populated when employees access the portal, download, and sign their T4 if required.
• Downloaded from Self-Service Web Portal - This will be populated when employees access the portal and download their T4.
• Distribution Completed - This will be populated if any of the other options are filled in. It allows for quick filtering to see who is completed.

T4 Report Selections 

Options 

1. Select USPYCANT4Report 
2. Year:  Enter the year you are running the report for. 
3. Set Printed to True in T4 Dist:  (If the employee is listed in the T4 distribution list, setting this to true will check them off as T4 printed in that list) 
4. Include COVID Data: Check the box to include data if necessary. 
5. Save to Employee Files: (When set to true, the PDF copy of the T4 will be saved to the employee files table and therefore will be available on the employee self-service portal) 

XML File Generation 

1. XML Export: Check the box if you want the XML Export to be created. 
2. Type of XML File:  Select the type of XML (Original or Amended) 
3. Type of transmission: Select the applicable option: 
4. Submit on own behalf using purchased software package 
5. Submit on behalf of others 
6. We are the software vendor 
7. Submission reference: Reference in XML file 
8. Language: English or French   

Please find below video recording explaining Official Payroll reports, T4 distribution Management and T4 report  

Update History  

The following are the dates and actions pertinent to the history of this issue. 

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