• T4A and RL-1/RL-2 Data Entry

In order to complete the T4A slip, Statement of Pension, Retirement, Annuity and Other Income, you must enter each recipient's information using separate T4A and RL-1/RL-2 data entry forms.

Additional forms can be opened by choosing the "Add forms" icon or by going to Forms, Add form on the menu tool bar. Multiple data entry forms can be opened simultaneously by entering the requested number in "Number of copies selected for each form" in the "Add Forms" dialogue box.

A federal T4A slip will be automatically generated for every recipient, however a RL-1 or RL-2 slip will only be displayed if the province of employment is Quebec. Data entered for the federal T4A slip will be used to calculate the Quebec RL-1 or RL-2 amounts. These amounts can be overridden by using F3 or by right clicking on the line and entering the required amount. All overridden lines will be traceable through the diagnostic box.

On the second page of the data entry form, you can enter footnotes that will be posted on the appropriate slips.

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