How to Edit and Amend T4s in Humi

Lesson

As tax season approaches and year-end reconciliations begin, you may find yourself needing to edit or amend T4 information.

Key Definitions

Edit – Adjust the amounts on an employee’s T4 when the T4 has not yet been filed with the CRA
Amend – Adjust the amounts on an employee’s T4 after the T4 has been filed with the CRA

Note: An amended T4 will result in creating an amended T619 file from the adjustments made.


How to Edit a T4

1. Go to Payroll > Records > Tax Forms.

2. Go into the current tax year.

3. Click on ┅ in the Employee T4 section and click “View”.

4. You’ll see a list of all employees who were paid in the given tax year and have T4s in Humi. Click on the employee you’d like to edit.

5. Click ┅ and select “View”. You’ll be able to edit all T4 information and edit as needed.


How to Amend a T4

1. Go to Payroll > Records > Tax Forms

2. Go into the current tax year.

3. Click on ┅ in the Employee T4 section and click “View”.

4. You’ll see a list of all employees who were paid in the given tax year and have T4s in Humi. Click on the employee you’d like to edit.

5. Click ┅ to either view or download this employee’s T4. If you select “View”, you’ll be able to edit all T4 information and edit as needed.

6. To amend, click “Create Amendment” button at the top right of the screen. This button will create a new amended copy of the employee’s T4, which you can adjust as needed.

Note: All amended T4s will have a note at the top of the T4 to let the CRA know that this is an amended T4. Only create an amended version if the employee has already filed the original. If the employee has not yet filed the original, then edit the original T4.