Common Data Fields & Buttons

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The T4 data entry screen below is shown as an example; fields displayed will not appear on all data entry screens.

 

T4 Data Entry

 

Surname / First name / Initial

Enter the recipient's surname, first name and initial in the appropriate field. Due to CRA requirements for electronic filing, the surname field is limited to 20 characters and the first name field is limited to 12 characters. Some forms, such as the T5 and the RL3, will display different recipient name entry fields depending upon whether the recipient is an individual, a corporation or otherwise.

 

Address line 1

Enter the first line of the recipient's address. Due to CRA requirements for electronic filing, this field is limited to 30 characters.

 

Address line 2

Enter the second line of the recipient's address, if applicable. Due to CRA requirements for electronic filing, this field is limited to 30 characters.

 

City / Province

Enter the city and province of the recipient's address. Due to CRA requirements for electronic filing, the city field is limited to 28 characters and the province field is limited to 3 characters. Valid province names are selectable from the list displayed by double clicking the province field.

 

Postal code / Country

Enter the postal code and country of the recipient's address. Due to CRA requirements for electronic filing, the postal code field is limited to 10 characters (to allow for both Canadian postal codes and USA zip codes) and the country field is limited to 3 characters. Valid country names are selectable from the list displayed by double clicking the country field.

 

Tax Year

Enter the taxation year to which the slip applies. Due to CRA requirements for electronic filing, the tax year field is limited to 4 characters.

 

S.I.N.

Enter the recipient's social insurance number. Due to CRA requirements for electronic filing, the S.I.N. field is limited to 17 characters. On some forms where the recipient has been identified as a corporation you may be required to enter the recipient's business number instead.

 

Status of Slip / Relevé Code

Enter the appropriate code to designate whether the slip is an original, cancelled or amended slip. For federal information slips and the RL1 & RL3 provincial (Québec) information slips, the options are:

 

O - Original designation on CRA information slips ("R" on RQ information slips)
A - Amended designation on CRA & RQ information slips
C - Cancelled designation on CRA information slips ("D" on RQ information slips)

 

Errors and Warnings

Messages regarding incomplete or missing data will be displayed in this area.

 

Optional text to print at top of slip

Enter text that should be printed at the top of the slip.