To review and edit an employee's T4, click the three dots at the end of their row and select View Details to open their T4 Details page.
This page has two sections:
- Employee Details: Populated from the employee’s profile in Humi.
- T4 Details: Automatically filled based on your payroll setup.
Did You Remember to Add the Box 45 Dental Code?
You won’t be able to submit T4s without filling out Box 45 for the Dental Code. Make sure it’s all set to avoid any last-minute headaches! A quick double-check now can save you time later.
How to Make Edits to a T4
If you need to edit any of these details, click the Edit button in the top right corner of the section and make the changes.
Changes Made Here Will Only Affect the T4
Edits on the T4 Details page will update only the T4, not the Employee’s Profile page or your payroll records and reports for the year. Similarly, updates in the Employee Details section won’t impact the T4 or payroll records.
How to Preview and Review T4 Edits
Once you’ve finished editing the employee’s T4, click the Download Preview (PDF) button in the top-right corner. This will download a preview of the edited T4, allowing you to review it thoroughly before finalizing it.
Did You Make a Mistake?
If you've made any mistakes, you can simply revert your employee's T4 to its original version by clicking the three dots and selecting Revert to Original.
Registered Pension Plan
If your business provides a Registered Pension Plan benefit—whether it's a Defined Contribution, Defined Benefit, or Profit Sharing plan—you’ll need to enter the Pension Plan Registration number in Box 50 of the employee’s T4.
- Defined Benefit Plans: Review the Pension Adjustment value in Box 52.
- Defined Contribution or Profit Sharing Plans: Enter the Pension Adjustment value in Box 52.
For more details, check out the CRA’s guide to Pension Adjustment or the Pension Adjustment Calculation Sheet.