T4 Processing Template
Download your free T4 Processing template to personalize and use in your bookkeeping or accounting firm.
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About this template
This template outlines the core workflow for preparing and filing T4 slips and summaries in Canada.
The process includes these key stages: Collect Info, Prep, Review, Approve, File, Send to Client, and Confirm Filing.
Tasks guide the team through collecting payroll data, preparing slips, internal review, client approval, filing with the CRA, and providing copies to the client. Work is assigned across Preparer and Reviewer roles, with automators used to move work forward efficiently.
This template supports a structured and compliant T4 processing workflow for year-end payroll reporting.
This template is part of the Canada Core Collection. Core templates are simplified versions of existing templates. They are scaled back, medium-complexity templates, with a limited use of Client Requests, and a streamlined number of sections and tasks. They are designed to help you quickly get started with, and derive value from, Karbon templates.
How to use this template
Add this template to Karbon
Get more out of this template by adding it to your Karbon Practice Management cloud-based software, including:
- Time and Budget Estimates
- Task Automation
- Client Task Automation
- Client Work Scheduling
Alternatively, you can
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How to customize a template
You can edit any saved template to fit your firm's specific needs. Before making changes, duplicate a pre-populated template by selecting it, clicking the "..." menu, and choosing Duplicate.
Common customizations:
- Reorder or nest tasks
- Add or remove tasks
- Edit the client task email
- Use or modify Tasklist automators
Read the support article to learn more.
About Karbon
Karbon is collaborative work management software for accounting firms.
