Payroll records guide - Payrolls, Tax forms, ROE, Onboarding YTDs

Need to review something from a previous payroll, like an issued T4, an ROE, or the year-to-date (YTD) details you uploaded?

No problem! You can find everything you need right in the Records tab of the Payroll module.

Go to Payroll, click on the Records tab, and select the record you need from the dropdown options. 

In this guide, we’ll walk you through each type of payroll record, giving you a quick rundown of what they include so you can easily make sense of the details.

Payrolls

On the Payrolls page, you’ll find a complete history of all the payrolls you’ve processed through Humi—both regular and off-cycle.

Since these payrolls are already finalized, they’re view-only and can’t be modified.

If you spot an error in any of your payroll records, don’t worry—just reach out to us at support@humi.ca, and we’ll help you sort it out.

Want to dive deeper into recurring and off-cycle payrolls? Learn more here.

Tax Returns

Any employer paying its employees throughout the tax year is legally responsible for preparing and issuing T4s to their employees at the end of the tax year.

Luckily, Humi Payroll streamlines this process for you by automatically preparing the T4, T619, and T4 Summary records once the last payroll of the year has been processed. You can submit these yourself or grant permission for Humi to submit it on your behalf.

You can find these records on the Records - Tax returns page.

Record of Employment (ROE)

ROEs are mandatory forms employers must complete whenever there’s an interruption of insurable earnings. These need to be issued within five calendar days.

To view an ROE for any employee, simply head to the Records page and select ROEs from the dropdown—it’s all there!

Year-to-dates (YTDs)

This page displays historical year-to-date (YTD) earnings and deduction amounts for all employees from before you started using Humi.

If you joined Humi mid-tax year, you likely uploaded this information during your initial payroll setup, just before processing your first payroll.

After your first payroll is processed, these YTD records become “view-only” to maintain accuracy, as changes could affect future payrolls.

Humi automatically combines the YTD data you uploaded with all payrolls processed after onboarding, ensuring your T4s are accurate at year-end. For more details, check out our guide on Onboarding YTDs.