T4 and T4A XML Update for 2024 - NAV 2016

SUMMARY

To ensure that your system is compliant with the updated XML Schema for the 2024 T4s and T4As provided by CRA, it is important to update the reports to the latest version in NAV. This update is crucial in order to accurately extract the correct version of the XML.

CRA has implemented validators on their website so if you try to upload the XML file without completing these steps first you will face an error message indicating "We are unable to process your submission because the transmitter CRA account number given in the attached T619 electronic transmittal record does not match the account number you used to sign in."

RESOLUTION

Please note these instructions correspond to NAV, if you are using SR365 please follow the article New XML format for T4 2024 : Sparkrock 

We will need access to the Development environment to complete this process which may be restricted to your IT team, please reach out to them to follow these steps:

1. Download the two files attached at the bottom of this article and transfer them to a folder in the PC with access to the Development Environment (white version of NAV icon)
   
   
2. Open the Development Environment and click File
   

3. Select the connection to the Database already created (it is NAVLive in this example but it may be different in your case) or click Database > Open and then enter the Production details
   
   

4. Once we have the Database selected, click File > Import
   
   

5. Search for the T4 and T4A For employees file and Open it, you will get an error message saying the following:
   
   

6. Click Ok, and a Pop-up menu will show up where you need to click REPLACE ALL and then OK
   
   

7. Another pop up menu will show up where you need to change the Synchronize Schema to Force and click OK
   
   

8. You will receive a final confirmation request where you need to click Yes
   

9. The Import will be Completed and you should see this confirmation menu
   

10. Repeat the steps 4-9 for the T4A for Vendors file.

Once this is complete, you can extract the T4 and T4A XML again and verify the business number which will be picked from the information you filled in under Company Information in NAV. 

If you encounter any issues during the update process or extracting the T4s, please reach out to the support team by creating a case with the title "T4 - Name of your Organization".