Viewing / Editing Company Summary Information

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MENU: FORMS > form type > form type SUMMARY

 

You can view and edit the summary information for any return type by clicking on the appropriate return type in the Forms menu and selecting the return's summary from the sub-menu. The T4 Summary data entry screen is shown as an example.

 

T4 Summary

 

Remittances

Enter the amount of money already remitted to CRA.

 

Amount Enclosed

Enter the amount that will be enclosed with the submission.

 

Adjustment Status

The T4 Summary will reflect the adjusted values as long as all of the employees for the company have been adjusted. If, however, only some of the slips have been adjusted using the Adjust / Unadjust button on the T4 data entry window, the summary will reflect the unadjusted values for all of the employees. This information will appear in the box on the upper right corner of the T4 Summary data entry window.

 

Person to Contact About this Return

The default contact information entered on the New Company Defaults page of the User Settings submenu of Setup menu will appear in this area. If no default information was entered, these fields will be blank. In either case you can enter or change the information at this time.

 

Certification

The default certification information entered on the New Company Defaults tab of the User Settings submenu of Setup menu will appear in this area. If no default information was entered, these fields will be blank. In either case you can enter or change the information at this time. Please note that the "Date on summary" field is for display purposes only; in order to print a specified date on the summary you must use the "Print this date" option in the "Options" section in the lower left corner of the Printing Summary Reports screen.

 

Filing Status Button

Clicking on the Filing Status button displays a window where the filing status of the current return for the current company can be selected. Changes made to the filing status apply only to the current return for the current company.

 

Filing Status-Sum

 

Available filing status options are:

 

Not Required - A return of this type is not required for the current company
Need Return - A return of this type is required for the current company
Entered - Data has been entered for this return
Checked - Data entered for this return has been checked
Filed - This return has been filed with the CRA and/or Revenu Québec

 

Recalculate Button

Click this button to recalculate all calculated values; this will also return all overridden values to their calculated value.

 

Go to Slips Button

Click on this button to display slips related to the currently displayed summary. The data entry screen for the current summary will remain available via a tab beneath the toolbar.

 

Close Button

This button closes the currently displayed summary. Data will not be lost as data is saved to the database each time the cursor is moved to a new data field.