Many employers are apprehensive about Year-End because it can be difficult and confusing to prepare all the required tax forms for employees. But don't worry. We're here to help!
With Humi Payroll, your Year-End will be uncomplicated since we've streamlined the process for you. Once you've processed your final payroll of the year, Humi will automatically prepare your employee T4, T619, T4 Summary Records and your RL-1 slips if applicable.
Please Note
A friendly reminder that all employers are legally responsible for preparing and issuing employee T4s at the end of the tax year. These tax forms must be issued to employees and submitted to the applicable tax agency (CRA, RQ) before the issuance or filing deadlines.
Humi provides the following tax forms for you to review and file to the CRA or RQ:
| T4 slip | The summary of employment earnings and deductions for the year. Humi will produce a T4 slip for all active and terminated employees who've been paid through Humi Payroll. |
| T4 Summary | Contains the sum of all amounts reported on all employee T4 slips. This information is for your records only and can be viewed as a basic breakdown directly in Humi or as a more detailed version in your download package. |
| T619s | An electronic transmittal record of T4 and T4 Summary. This needs to be downloaded and filed with CRA. In addition, the T619 can be downloaded and viewed as a text file. |
| RL-1 slip | This is a summary of employment earnings and deductions for the year. Humi will produce an RL-1 slip for all active and terminated employees who've been paid through Humi Payroll and had Quebec source deductions. A T4 slip will also be produced. Humi does not file or generate the RL-1 Summary on behalf of clients. You must submit this outside of Humi. |
Important Notes
- If you joined Humi Payroll in the middle of the year, the year-to-date (YTD) earnings and deductions that you imported into Humi during "Payroll Implementation" will be included in tax slips for the entire year.
- If you switched to Humi in the middle of the year, it's recommended that you follow up with your previous payroll provider to confirm they do not file tax slips, as this will overstate actual earnings and will require reconciliation.
The following tax forms and documents are available from the Canada Revenue Agency (CRA).
| T4A | Generally, you need to complete a T4A slip if you are a payer of other amounts related to employment, or a payer of other amounts to a self-employed business, professional or other entity (an independent worker who is not an employee), relating to a contract for services. Humi doesn't currently offer the ability to issue a T4A. |
| PD7A | The PD7A is a statement of account for current source deductions that is available from the CRA. This form is not something Humi has access to. |
For CRA Assistance
If there is a form you require that is not currently available in Humi, we recommend giving a CRA representative a call at 1-800-959-5525, as they would be best suited to help you!
You can also view your statements and transactions online through My Business Account or Represent a Client.
The following tax forms and documents are available from Revenu Québec (RQ).
| RL-1 Summary | The RL-1 Summary of Source Deductions and Contributions is used to sum all amounts reported on the employee RL-1 slips. The RL-1 Summary is also used to calculate contributions to the health services fund (QHSF), contributions related to labour standards, the contributions to the Workforce Skills Development and Recognition Fund (WSDRF), and the total eligible training expenditures that can be carried forward (if applicable). |
For RQ Assistance
If there is a form you require that is not currently available in Humi, we recommend reaching out to RQ through their Contact Us section of their website. You can reach them via phone, email, or mail.
The following articles in this guide will focus on the best ways to use the Tax Form features in Humi Payroll.
Next: Generate Employee T4s
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