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 electronic filing requirements, these fields may be limited to a specific length. 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 electronic filing requirements, this field may be limited in length.

 

Address line 2

Enter the second line of the recipient's address, if applicable. Due to electronic filing requirements, this field may be limited in length.

 

City / Province

Enter the city and province of the recipient's address. Due to electronic filing requirements, these fields may be limited in length. 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 electronic filing requirements, 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 electronic filing requirements, the tax year field is limited to 4 characters.

 

Social Insurance Number

Enter the recipient's SIN. Due to electronic filing requirements, the SIN 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 on the slip

Enter optional text that you wish to have printed at the top of the slip.