Run a Year-to-date Report

Use the Year-to-date report below to generate a Year-to-Date (YTD) report for your employees' T4 or contractors' T4A information. 

This report is for review only and is not an official tax form.

Run the Year-to-date report

1. Go to Reports > Year-to-date.

2. Adjust the filters, then click Run Report.

You can adjust the following filters:

• Year: Choose the tax year for the report (e.g., 2025). The report will be available starting form 2025.
• CRA number: Select the relevant CRA payroll account number if you have more than one.
• Form type: Select either T4 (for employee data) or T4A (for contractor data).
• Person: Select a specific employee or contractor to view their individual data.

3. Review the generated report. This is not an official tax form.

Export the Year-to-date (YTD) report

To save the information for internal review or sharing, export the file. The exported CSV will include all employee (for T4s) or contractor (for T4As) data.

You'll only be able to export the YTD report if you’ve selected a year, CRA number, and form type.

1. Click the Export as CSV button.
   • If the Form type filter was set to T4, all T4 data will be exported.
   • If the Form type filter was set to T4A, all T4A data will be exported.

 

FAQs: Year-to-date report

• You likely have the wrong Form type selected for that person. The T4 form type will only show employees, and the T4A form type will only show contractors. Check that you've selected the correct form for the person you're looking for.
• No, this report is for review purposes only and is not a finalized or official tax form for submission.
• To generate your official T4 and T4A forms for the CRA, complete the year-end workflow.
• No, the YTD report will only show data from 2025 onwards.
• No. Once a new year begins, you cannot edit prior payroll data for the previous year. In this case, you'll need to make any adjustments directly within the year-end workflow.