Year-End is always a busy time for tax professionals so Humi Payroll makes your Year-End a little easier by simplifying the T4 creation and filing process – that's one thing you can check off your to-do list!
In our Year-End Payroll Guides, we have a lot of helpful tips to make Year-End easier for you. While Humi generates your employee T4s and will file them with the CRA on your behalf once you Submit them, you can choose to download and submit them to the CRA yourself if you prefer.
This guide will walk you through how to generate, review and submit these tax returns to the CRA.
Choose your Tax Year
These instructions are the same each year. Please select your relevant tax year and follow the steps below.
How to generate employee T4s
- In Payroll click on the Records tab and select Tax Returns.
- Click the Generate 2023 T4s button to generate your year-end tax package. If you've already generated the tax package, proceed to step 3.
- Once you've generated your T4s, you'll see an item named 2023 Annual T4 Return showing an Open status. This means the tax package is ready for your review.
- Click into the tax package to review your Employee T4s and then you'll be ready for Step 2: Reviewing Employee T4s.
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.
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 2023 tax year. A more detailed version of this information is also included in your download package.
Some boxes may be blank
Some boxes in the T4 Summary have been intentionally left blank to ensure the most accurate and relevant information is available to you.