--- title: PAYROLL - Year End / T4s description: To be performed once all timecards are entered and correct for the payroll (calendar) year in order to reflect correct numbers for Last Year (for T4’s) and This Year Earnings. If these numbers seem in --- [Skip to content](https://cs.geminilogic.com/en/manual/payroll-payroll-year-end-/-t4s#main-content) English Show submenu for translations [New Ticket](https://cs.geminilogic.com/en/manual/kb-tickets/new?hsLang=en) [Customer portal](https://cs.geminilogic.com/tickets-view?hsLang=en) ![Gemini-Logic-Logo (1).png\]](https://cs.geminilogic.com/hs-fs/hubfs/Gemini-Logic-Logo%20(1).png?height=40&name=Gemini-Logic-Logo%20(1).png) - Home - Products - Pricing - Blog - Company Open main navigation Close main navigation - Home - Products - Pricing - Blog - Company - English Show submenu for translations - [New Ticket](https://cs.geminilogic.com/en/manual/kb-tickets/new) - [Customer portal](https://cs.geminilogic.com/tickets-view) - [Go to Gemini Logic](https://www.geminilogic.com/) [Go to Gemini Logic](https://www.geminilogic.com/) Search the User Manual - There are no suggestions because the search field is empty. 1. [User Manual](https://cs.geminilogic.com/en/manual?hsLang=en) 2. [Spire User Manual - Payroll](https://cs.geminilogic.com/en/manual/spire-user-manual-payroll?hsLang=en) # PAYROLL - Year End / T4s ### ![](https://cs.geminilogic.com/hubfs/image-png-Sep-05-2022-12-12-09-60-AM.png) Payroll Year End To be performed once all timecards are entered and correct for the payroll (calendar) year in order to reflect correct numbers for Last Year (for T4’s) and This Year Earnings. If these numbers seem incorrect, perform the [Recalculate Employee Amounts](https://cs.geminilogic.com/en/manual/payroll-recalculate-employee-amounts?hsLang=en) - **Back-up** your data (see [Installation -Data Snapshots](https://cs.geminilogic.com/en/manual/installation-setup-data-snapshots?hsLang=en)) - install Spire Payroll update on the server and all work stations - go to Payroll Text Menu \> **Payroll Year End**       **![PayrollTextMenuPayrollYearEnd](https://cs.geminilogic.com/hs-fs/hubfs/PayrollTextMenuPayrollYearEnd.png?width=214&height=234&name=PayrollTextMenuPayrollYearEnd.png)**    ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-May-24-2023-07-57-55-8387-AM.png?width=394&height=174&name=image-png-May-24-2023-07-57-55-8387-AM.png) - click **Proceed** - click **OK** on **Payroll Year End Succeeded**  **![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Sep-05-2022-02-40-23-69-AM.png?width=332&height=139&name=image-png-Sep-05-2022-02-40-23-69-AM.png)** - click **Yes** to **Run TD1 Update** or update TD1 amounts manually later ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Sep-05-2022-02-40-31-93-AM.png?width=359&height=141&name=image-png-Sep-05-2022-02-40-31-93-AM.png)  - **Update TD1 Claim Amounts** manually        ![PayrollTextMenuTD1Update](https://cs.geminilogic.com/hs-fs/hubfs/PayrollTextMenuTD1Update.png?width=210&height=230&name=PayrollTextMenuTD1Update.png) - - **TD1** (Federal) / **TD1 Provincial** tabs display claim amounts with 2 update options:               ![PayrollTD1Update-1](https://cs.geminilogic.com/hs-fs/hubfs/PayrollTD1Update-1.png?width=615&height=190&name=PayrollTD1Update-1.png) - - - - ![CheckBoxCheckedBlue](https://cs.geminilogic.com/hs-fs/hubfs/CheckBoxCheckedBlue.png?width=16&height=16&name=CheckBoxCheckedBlue.png) Automatic - use amounts in the CRA Tax Tables to update this table when **Run TD1 Update** (see above) is performed during Payroll Year End - note--the ![CheckBoxCheckedBlue](https://cs.geminilogic.com/hs-fs/hubfs/CheckBoxCheckedBlue.png?width=16&height=16&name=CheckBoxCheckedBlue.png) Automatic setting in the **TD1 Provincial** tab only works for Nova Scotia and Yukon, as they are the only provinces that have supplied their provincial amounts to CRA so other provinces will need to manually update these amounts as follows - manual - either change the **Index Rate** to enter the percentage of increase over the previous year, or enter the **New Claim** amounts - - - click **Apply** ### **![](https://cs.geminilogic.com/hubfs/image-png-May-24-2023-09-28-36-7349-AM.png)**  T4 Statements ![PayrollTextMenu](https://cs.geminilogic.com/hs-fs/hubfs/PayrollTextMenu.png?width=218&height=239&name=PayrollTextMenu.png) - complete Payroll Year End (see [top](https://cs.geminilogic.com/en/manual/payroll-payroll-year-end-/-t4s#payroll-year-end)) - Access - top text menu - Payroll - Employee Details \> T4 Statements tab - click **Generate T4s![](https://cs.geminilogic.com/hubfs/image-png-Sep-05-2022-02-41-37-14-AM.png)** - confirm the year by clicking **Continue** to generate the T4 Statements list (if this displays the year before last, perform your Payroll Year End first) - **T4  Statements** list - **![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Sep-05-2022-02-42-46-11-AM.png?width=14&name=image-png-Sep-05-2022-02-42-46-11-AM.png) Refresh** to load any T4s that may have been posted since last refresh and that may not be displaying - - **![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Sep-05-2022-02-42-56-09-AM.png?width=57&name=image-png-Sep-05-2022-02-42-56-09-AM.png)![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Sep-05-2022-02-43-00-38-AM.png?width=75&name=image-png-Sep-05-2022-02-43-00-38-AM.png) Filter / Search / Customize Communication List** - see [Employee List Customization](https://cs.geminilogic.com/en/manual/payroll-employee-details?hsLang=en#EmployeeListFilters) - **![](https://cs.geminilogic.com/hubfs/image-png-Sep-05-2022-02-43-16-69-AM.png) Export** the list (not the Statements) in Excel or CSV format - see [Employee Export](https://cs.geminilogic.com/en/manual/payroll-employee-details?hsLang=en#EmployeeExport) - - **![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Sep-05-2022-02-43-22-20-AM.png?width=17&name=image-png-Sep-05-2022-02-43-22-20-AM.png) Add** a T4 manually - click **![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Sep-05-2022-02-43-22-20-AM.png?width=17&name=image-png-Sep-05-2022-02-43-22-20-AM.png) New** - fill in all relevant fields![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Sep-05-2022-02-43-37-55-AM.png?width=584&name=image-png-Sep-05-2022-02-43-37-55-AM.png) - **![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Sep-05-2022-02-47-44-82-AM.png?width=19&name=image-png-Sep-05-2022-02-47-44-82-AM.png) Edit** aT4![](https://cs.geminilogic.com/hubfs/image-png-Sep-05-2022-02-47-56-54-AM.png) - - - select the T4 you wish to change - click **![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Sep-05-2022-02-47-44-82-AM.png?width=19&name=image-png-Sep-05-2022-02-47-44-82-AM.png)** **Edit** (or double-click to open) - enter new amounts in the **Adjusted** fields - make any other changes in available fields - **![](https://cs.geminilogic.com/hubfs/image-png-Sep-05-2022-02-48-10-81-AM.png) Delete** the selected T4(s) - if they have not been Marked Remitted yet - **![](https://cs.geminilogic.com/hubfs/image-png-Sep-05-2022-02-48-17-82-AM.png)** Print T4s  or Summary’s(see [Payroll - Reports](https://cs.geminilogic.com/en/manual/payroll-reports?hsLang=en)) on the selected T4s - **![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Sep-05-2022-02-48-26-14-AM.png?width=25&name=image-png-Sep-05-2022-02-48-26-14-AM.png) Mark Remitted** identifies the T4(s) selected as submitted to CRA / Employee and will insert your current date into the Date Remitted column - **![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Sep-05-2022-02-49-03-89-AM.png?width=39&name=image-png-Sep-05-2022-02-49-03-89-AM.png) Export for CRA** to submit T4s to Canada Revenue Agency     ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Sep-05-2022-02-49-11-62-AM.png?width=491&height=400&name=image-png-Sep-05-2022-02-49-11-62-AM.png) - - enter a **Submission Reference Identification** of your choice - - once all information is completed, click **OK** - Spire will then prompt you to select the location to save this .xml file to - set up your CRA account for online access and obtain your Web Access Code from them - logon to your account and upload the T4 Summary file you just saved - [Spire Systems - 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