Print and Submit T4 Forms

Summary

Sage BusinessVision lets you create T4 forms, print T4 summaries, and submit T4 information electronically to the CRA.

Resolution

Verify payroll data before printing T4 forms

  1. Open the Payroll module and select an employee.
  2. Open the Earnings tab.
  3. Verify that the Last Year contains the amounts for the reporting year. For example: 2026.
  4. If Last Year contains amounts from an earlier year (2025), Perform the payroll year-end first.

Create the employee list

  1. Sign in using a date in the new year. For example: 01/01/2027.
  2. Click Edit, Payroll, then select T4 and T4 Summary.
  3. Select the required criteria in the Create List of Employees window.
  4. Click OK.
  5. Review each employee record.
  6. Make adjust T4 amounts manually if needed before printing or filing.

Print T4 forms

  1. Select the checkbox for each employee who requires a T4.
  2. Click Print.
  3. Print the CRA copy when prompted.
  4. Print the Employee copy when prompted.
  5. Print the Employer copy when prompted.

Print the T4 Summary

  1. Select the employees you wish to print T4 for.
  2. Click the dropdown arrow beside Print.
  3. Select Print T4 Summary.
  4. Click OK when prompted.
  5. Enter the contact name, telephone number, business type, and SIN if required.
  6. Click Print.

Create the electronic T4 file

  1. Click Edit, Payroll, then select T4 and T4 Summary.
  2. Create the employees' list and ensure the amounts are correct.
  3. Click Select All (Ctrl+E).
  4. Click Export to Web (Ctrl+W).
  5. Verify that the Original appears in the Data Type Code.
  6. Select Amended or Cancelled if required by the CRA.
  7. Select the correct CRA Acct No. Format.
  8. Enter the CRA Account Number.
  9. Leave the Representative I.D. field blank if you file for your own company.
  10. Enter the representative ID if you file on behalf of another company.
  11. Accept 00000001 in Submission Ref I.D. for the original submission.
  12. Enter 00000002 or the next number for resubmissions.
  13. Enter a value in the Submission Number. For example: enter 001 to create a file such as RCTTAX001.XML.
  14. Enter the address, contact information, and required details.
  15. Open the Employer Info tab.
  16. Enter the contact name, telephone number, taxation year, business type, and SIN if required.
  17. Click OK.

Sage BusinessVision creates an XML file named RCTTAXxxx.XML in the selected folder.

Submit the T4 file to the CRA

  1. Sign in to the CRA Internet File Transfer service.
  2. Upload the RCTTAXxxx.XML file.
  3. Complete the CRA submission process.

CAUTION:

The XML file contains confidential employee information. Store the file in a location with restricted access.

NOTE:

The XML file includes both T4 and T4 Summary information. You don't need to submit the T4 Summary separately.

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Solution Properties

Solution ID
222924150017038
Last Modified Date
Thu Sep 17 21:02:42 UTC 2026
Views
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