To ensure your year-end filings remain accurate after corrections are made, follow the process below to update employee-level data within your T4 End-of-Year (EOY) Summary.
📍 Navigation Path
To access the year-end summary, navigate to: Payroll Administration > Canada > T4 EOY Summary : List
⚠️ Employee Must Be Active
Resource: How to Change An Employee From Inactive to Active
Note: Employees should only be set back to Inactive once no further payroll or year-end actions are required on their record.
Applying Corrections
Use Edit mode within the EOY summary to modify employee-level information such as:
Dental codes
Pension Adjustments (PA)
CPP Exempt / EI Exempt
The system applies these changes directly to the existing EOY dataset—no restart is required for these specific fields.
⏳ Important: Processing Time
When you click Save, the system reprocesses the data and triggers the regeneration of both the XML files (for CRA filing) and the employee PDF slips.
Be Patient: This process may take a few moments to complete depending on the number of records.
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Do Not Navigate Away: Please wait until the save process is fully finished before clicking other buttons or closing the window to ensure all files are updated correctly.
| Action | Instruction & Process | Screenshot / Detail |
|---|---|---|
| Apply Corrections | Use Edit mode to modify employee-level information (e.g., dental codes, Pension Adjustments, or personal details). The system applies these changes directly to the existing EOY dataset. |
|
| Regenerate Files |
After saving your employee-level changes, return to the T4 End-of-Year Summary. Review the generated PDF documents to confirm the updates are reflected correctly. Review Totals: After saving your changes, review any totals impacted by the update in the default editor and ensure all values in the calculation sections are accurate. |
|
| When to Restart |
For high-level configuration changes, you must restart the entire EOY process. This includes updates to:
|
Please contact Support to delete the existing EOY file before you reinitiate the process. |
💡 Key Concept: "Refresh" vs. "Save"
It is critical to understand the difference between these two actions:
Refresh button / Browser Refresh: Only reloads what is currently on your screen. It does not reprocess data, regenerate files, or apply new changes.
Save button: Applies updates and triggers the file regeneration mentioned above. You must click Save to apply changes.
Final Review Before Submission
Before filing with the CRA or distributing T4 slips:
Review affected employees: Confirm updates appear correctly in the T4 Summary list.
Verify PDFs: Open the regenerated employee T4 PDFs to visually confirm changes.
Confirm accuracy: Ensure all information is correct before submission or distribution.
Pro Tip: If major changes are required across a large number of records, you may choose to delete the draft EOY summary and restart the process from scratch.
Summary Checklist
[ ] Employee is Active (required to save corrections).
[ ] Employee-level changes applied in Edit mode.
[ ] Save was clicked (and you waited for the regeneration to finish).
[ ] PDFs and Totals validated for accuracy.