This template outlines the core workflow for preparing and filing Canadian T4A and T5018 slips.

The process follows these stages: Collect Info, Prep, Review, Approve, File, Send to Client, and Confirm Filing.

Tasks guide the collection of subcontractor or recipient data, slip preparation, internal review, client approval, and filing with the CRA. Final steps ensure clients receive completed forms and filing is confirmed.

Automation is built in to assign work and transition tasks between Preparer and Reviewer roles for a structured year-end compliance process.

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.