Step 1: Generate employee T4s

Year-End is always a busy time for tax professionals so Humi Payroll makes your Year-End a little easier by automatically generating your employee T4s – that's one thing you can check off your "to-do" list!

In our Year-End Payroll Guide, we have a lot of helpful tips to make Year-End easier for you. While Humi generates your employee T4s and your T619, you'll still need to download and submit them to the CRA. 

This guide will walk you through how to generate, review and submit these tax forms to the CRA. 

How to generate employee T4s

Note

The instructions are the same each year, please select the current tax year and follow the steps below.

1. In "Payroll" click on the "Records" tab and select "Tax Forms."

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2. Click the "Generate 2020 T4s" button to generate your year-end tax package. 

If you've already generated the tax package, proceed to step 3.

3. Once you've generated your T4s, you'll see an item named "2020 Annual T4 Return" with an "Open" status. This means the tax package is ready for your review.

‍4. Click into the tax package to review your "Employee T4s" and then you'll be ready for Step 2: Reviewing Employee T4s. Screen_Shot_2021-12-09_at_3.23.32_PM.png

View T4s from previous years

You can easily see all T4s from previous years by clicking on the "year" dropdown menu and selecting the year you want to review:

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T4 Summary Details

If you continue scrolling down to the bottom of the page, you'll see the "T4 Summary Details." This displays the total sum for each T4 box (from all employees) for the 2020 tax year. A more detailed version of this information is also included in your download package.

Note

Some boxes in the T4 Summary have been intentionally left blank to ensure the most accurate and relevant information is available to you.

  Click here for Step 2: Review Employee T4s

  Discover more about tax forms

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