EFT Print T4s

You can use Orchid EFT Processing to email T4s and T4As generated in Canadian Payroll.

Overview

The quick tip video demonstrates how to email Employee’s Payroll T4s and T4As using EFT Processing in Sage 300

EFT Payroll Quick Tip Video: Email T4, T4A

Before you start

  • Install the latest C/P Payroll product update from Sage.

  • Select the Crystal report form in EFT Options > Default Advice Tab. EFT Options - Default Advice Tab

  • Customize the report: When generating a T4 PDF for emailing to Employees, the standard CTT4blk.rpt Crystal Report file has a summary page. Many users like to amend the report to suppress the summary page. Detailed steps are available to Sage partners on the Orchid knowledge base.

Tip: If you customize the Sage 300 report, you need to redo the customizations based on the latest Sage Crystal report everytime Sage issues a new form.

Testing the process

It is important to test the process (report and email) thoroughly to ensure employees do not receive confidential information.

  • Change the email address for a range of employees to your own email address so you can check the emails.

  • Run the Print T4 process for the range of employees above

  • Check the email message and attached PDF

  • Reimport the correct email addresses for the range of employees.

How to use

  • defaults to the Crystal report selected on EFT Options > Default Advice tab

  • Select the for the template subject and body of the email to be sent to the Employee

  • Select the required . If no year is entered, the screen displays an error message and no processing takes place.

  • Select the required range for Employees

  • Click “Print”.

All employees in the range selected will be emailed the T4s report if there has been activity in the selected year. 

  • The email address is the email address from the EFT Employee. 

  • The PDF will be attached to the email, the body and subject of the email will be based on the required “Message ID”

  • If you have enabled the PDF password for EFT Remittance Advices on EFT Options \ Payroll Tab, then the PDF has a password.

Note: For details on using Password to encrypt PDF, refer to Using password to protect Payroll Advices and other Payroll PDF for Employees

Customising the report

When generating a T4 PDF for emailing to Employees, the standard CTT4blk.rpt Crystal Report file may have some redundant pages, as well as formatting issues. You can customize the report to:

  • Suppress the Summary page

  • Suppress duplicate Tax Instructions pages

  • Suppress empty page at the end

  • Fix an alignment issue

Detailed steps are available to Sage partners on the Orchid knowledge base.

 

Troubleshooting and validation

If you have configured the EFT Employee's Delivery Method to "EFT Email" and you do not have an email address entered on the EFT Employee's record, you will now receive an error message :

"Employee abc does not have an EFT email address. No email will be sent."

If you have configured EFT Employee's Delivery Method to "EFT Email" or "Payroll Email", but there are no earnings details for the entered pay year, you will now receive a warning message:

"employee abc does not have activity for current year."