Step 2: Review Employee T4s

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Review Employee T4s

To review and edit an employee's T4, click on the employee's name in the tax package to open their T4 Details page. There are two sections on this page:

  1. Employee Details These are populated based on the employee’s profile data in Humi.
  2. T4 Details These are auto-filled based on your payroll setup configurations.

Make Edits to T4s

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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.

💡 Any edits made on the T4 Details page will only update the T4. Updates made to in the Employee Details section will not update the Employee’s Profile page, and updates made in the T4 Details section will not update your payroll records for the year or any reports.

How to Preview & Review Edits to a T4

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When you've completed any necessary edits to the employee's T4, you can click the Preview and Review button in the top right corner of the screen to see the changes on the T4.

Checking for discrepancies

‍When you click the Preview and Review button, Humi will display the PDF version of the T4 and run an automatic PIER analysis listing any discrepancies in Insurable and Pensionable earnings.

It's important to note discrepancies can occur due to rounding methods or implementation errors. Any overages will be settled by the CRA at Year-End while deficiencies can be rectified as outlined in the Verify Statutory Deductions Amounts section in our Year-End guide.

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Made 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. GIF Recording 2024-01-05 at 11.35.41 AM.gif

Registered Pension Plan

If your business offers employees a Registered Pension Plan benefit, in the form of a Defined Contribution, Defined Benefit, or Profit Sharing plan, then you will be required to fill in the Pension Plan Registration number in Box 50 of the employee’s T4.

If you offer your employees a Defined Benefit plan, then you will also need to review the Pension Adjustment value in Box 52.

If you offer your employees either a Defined Contribution or Profit Sharing plan, then you will also need to fill in the Pension Adjustment value in Box 52.

For more information, please visit the CRA’s guide to Pension Adjustment or the Pension Adjustment Calculation Sheet.

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