T4A Summary Report (Canada)

MAIN MENU > Report > Tax Reports > T4A Summary

A T4A Summary Report provides a comprehensive overview of all T4A slips issued by an employer over a certain period within a specified calendar year. T4A slips, also called the Statement of Pension, Retirement, Annuity, and Other Income, are used to report non-employment income to the Canada Revenue Agency (CRA)This includes income such as pensions, superannuation, annuities, lump-sum payments, self-employed commissions, payments from retirement or profit-sharing plans, other income and dental benefit eligibility. The report categorizes the total amounts by income type and serves as a vital tool for employers to accurately manage and report non-employment income, ensuring tax compliance and financial transparency.

NOTE: This report is linked to the tax wizard events and therefore should be accessed through the Tax Wizard for full functionality.

See Reports for information common to all reports.

Form Setup

Use the Form Setup tab to configure each T4A reporting field that applies to the organization, including income tax, pension or superannuation, lump-sum payments, self-employed commissions, annuities, service fees, dental benefit code, proprietor or principal-owner boxes, and other boxes.

T4A Summary Report Templates
TEMPLATE	DESCRIPTION
by Employee	Shows T4A data grouped by employee
by Branch	Shows T4A data grouped by branch
by Department	Shows T4A amounts grouped by department
by Branch/Department	Shows T4A amounts grouped, first by branch and then department