This page menu provides information for employers about the T4A return (slip and summary). The T4A Statement of Pension, Retirement, Annuity, and Other Income is a form reported to the Canada Revenue Agency when filing your tax return. Learn what . The CRA requires mandatory electronic filing in XML your tax slips with the CRA. One copy . followed by T4A slips and T4A summary if there are T4A data. 9.
Year Enter the last two digits of the calendar year for which you are filing the summary. You can pay in person at your financial institution in Canada. Identification Enter your character account number, your operating or trading name, and your address in the relevant boxes at the top of the blank summary.
Send the original T4A summary and the related slips to: Enter the total amount you remitted for the year for the account number indicated in the identification area of the summary. If the total number of T4A slips you file is more than 50 slips for the same calendar year, you have to file them over the Internet. Errors or omissions can cause unnecessary processing delays.
T4A Summary –
T4z there is no difference between the total deductions you reported and the amount you remitted for the year, leave lines and blank. Line — Other information Enter the total from all T4A slips of any financial amounts not already included elsewhere on the T4A Summary. My Service Canada Account. Enter the difference in the space provided.
Line — Minus: Line — Overpayment If the amount smumary line is more than the amount on line and you do not have to file another type of return for this accountenter the difference on line Lines to Enter the total from all T4A slips for each box. Difference Subtract line from line If you are filing electronically, do not send us a paper copy of the slips or summary.
Enter the total from all T4A slips of any financial amounts not already included elsewhere on the T4A Summary. Expand all Collapse all.
You cannot change your address using the summary return. Electronically If you are filing electronically, do not send us a paper copy of the slips or summary. Report amounts in Canadian dollars and cents, even if they were paid in another currency.
Enter the seven-digit registration number s that we gave you up to a maximum of three for your registered pension plans or deferred profit sharing plans. The totals you report on your T4A Summary have to agree with the totals you report on your T4A slips.
Line — Balance due If the amount on line is more than the amount on lineenter the difference on summqry If the amount on line is more than the amount on line and you do not have to file another type of return for this accountenter the difference on line You can pay by setting up a pre-authorized summart agreement using the My Business Account service.
T4A – Information for payers
Detailed T4A Summary instructions. If you remit your payment late, any balance due may be charged penalties and interest at the prescribed rate. Whether you file electronically or file a paper return, you can make your payment in several different ways:. Other issue not t4x this list.
Threshold 2 remittances that are received by the CRA at least one full day before the due date will be considered to be received by a financial institution and a penalty will not be charged. Summry select all that apply: Enter the name and telephone number of a person that we can call to get or clarify information you reported on the summary.
The financial institution will date stamp the bottom part and return the top part to you as a receipt. Information is outdated or wrong. Login error when trying to access an account e. It has a spelling mistake. For more information, go to Filing Information Returns Electronically. I ccra find what I’m looking for.
T4ASUM Summary of Pension, Retirement Annuity, and other income –
Send the original T4A summary and the related slips to:. A link, button or video is not working.
Do not send us a summary with no T4A slips or a summary with no amounts to report. To change your address, do one of the following:. Enter your character account number, your operating or trading name, and your address in the relevant boxes at the top of the blank summary. To change your address, do one of the following: Line — Income tax deducted Enter the total of box from all T4A slips. You will not receive a reply.
Fill out your remittance form and present it with your payment.
Subtract line from line See Accelerated remitter for more information about Threshold 2 remitting requirements. Report a problem or mistake on this page. Whether you file electronically or file a paper return, you can make your payment in several different ways: Regardless of usmmary filing method, Threshold 2 remitters must remit any balance due electronically or in person at their Canadian financial institution.
Skip to main content Skip to “About this site”. Thank you for your help! For more information, see Summart and penalties. Attach a note indicating the reason for the overpayment and whether you want us to transfer this amount to another account or another year, or refund the overpayment to you.