[CA Core] T4 Processing

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.