• T4A – Summary of Pension, Retirement, Annuity, and Other Income

If you file your T4A information return electronically, do not fill out this T4A Summary.

Mandatory electronic filing

You must file electronically if you have more than the following number of information returns of the same type for a calendar year:

• Returns filed before January 1, 2024 more than 50 slips

• Returns filed on or after January 1, 2024 more than 5 slips

You may choose one of the following electronic filing formats:

• Internet file transfer (XML)

• Web Forms

For more information about filing electronically, go to canada.ca/taxes-iref.

You can also file your information returns online using the "File a return" service. Go to:

• canada.ca/taxes-representatives, if you are an authorized representative or employee

• canada.ca/my-cra-business-account, if you are the business owner

Filing on paper

Fill out this form using the instructions at canada.ca/taxes-slips.

To get forms and publications, go to canada.ca/cra-forms-publications or call 1-800-959-5525.

Send this Summary and the related T4A slips to:

Make a payment

If you have a balance owing, you can make your payment in many different ways.

You can pay:

• online or by telephone using your financial institution's banking services

• online by using the CRA's My Payment service at canada.ca/payments

• by setting up a pre-authorized debit agreement using the My Business Account service at canada.ca/my-cra-business-account

• in person at your financial institution in Canada. To do so, you have to have a remittance form

For more information on how to make your payment, go to canada.ca/payments. If you remit your payment late, you may be assessed penalties and interest at the prescribed rate on any balance due.

Personal information (including the SIN) is collected and used to administer or enforce the Income Tax Act and related programs and activities including administering tax, benefits, audit, compliance, and collection. The information collected may be disclosed to other federal, provincial, territorial, aboriginal or foreign government institutions to the extent authorized by law. Failure to provide this information may result in paying interest or penalties, or in other actions. Under the Privacy Act, individuals have a right of protection, access to and correction of their personal information, or to file a complaint with the Privacy Commissioner of Canada regarding the handling of their personal information. Refer to Personal Information Bank CRA PPU 120 on Information about Programs and Information Holdings at canada.ca/cra-information-about-programs