2.0 Year-End FAQ

Devon from Wagepoint
Devon from Wagepoint
  • Updated

This article collects some of the most commonly asked questions about year-end in Wagepoint.

  • Visit this article for step-by-step instructions.
  • You cannot leave out the tax form for an individual employee. However, you can use the manual submission method and then choose not to submit a form. Please keep in mind that if you select manual submission, you are responsible for submitting your forms to CRA.

  • Yes. On the first step of the year-end workflow, you are asked to indicate if you'd like to create T4As for some or all of your contractors. If you opt to create for some contractors, then you are prompted to indicate which individuals you would like to create T4As for. If you change your mind at a later date, you'll need to contact CS to reset this option.
  • Check out our adjustment tool!

  • If you have either run payroll for at least one individual or have added an individual with year-to-date information, you qualify for tax-form generation in Wagepoint. 
    You must still complete the year-end workflow and choose electronic submission, if you would like Wagepoint to submit forms to the CRA on your behalf.

  • The CRA offers some helpful resources:

    Important: If you choose to manually file your tax forms outside of Wagepoint, it is your responsibility to send the appropriate forms to the CRA and to the employee/contractors that you employ.

  • You can review and edit your tax forms beginning on January 6th, 2025.

  • Please note that the CRA deadline for filing returns and distributing forms is February 28, 2025. To avoid late penalties, we recommend that you complete any electronic submissions in Wagepoint by February 26 so you have enough time to ensure that everything is filed with the government and your employees on or before February 28, 2025. If your forms are filed late, you are responsible for any fees.

  • You can edit your T4 and T4A forms within the Year-End Forms workflow. Be mindful that any changes made here will not be reflected elsewhere in your Wagepoint account.

  • You can enter Box 45 information for your employees and contractors during the Year-End Forms workflow.
    When you begin the workflow, you will be prompted to select a default option for Box 45. However, you are still able to change this on an individual basis. If you try to continue the workflow without completing Box 45, you will receive an error message.

    For further information on Box 45(T4) and Box 015(T4A) please see the Canada Revenue Agency's article about T4 Slips.

  • At this time, Wagepoint 2.0 can not apply a reduced EI rate or an employee tax reduction at source.

  • Any changes you make to an employee's profile before you begin the Year-End Forms workflow will be reflected on the tax forms.

    If you have already created a draft of your year-end forms, any changes you make outside the year-end workflow will not be reflected in the forms. You must make any necessary changes directly within the year-end workflow.

  • The data can only be viewed in individual forms. There is no spreadsheet compatibility at this time.

  • Yes, as long as you either run payroll or enter year to date amounts for the individual before the end of the year. Please add the employee before December 30th, 2024.

  • No, we do not. Employees will find their tax forms in their employee portals.

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