This template provides a simplified workflow for preparing and filing Canadian T4A and T5018 slips.

The process includes the following stages: Collect Info, Prep, Review, Approve, File, and Confirm.

Tasks cover the collection of required data, slip preparation, internal review, obtaining client approval, filing with the CRA, and confirming completion. Automation supports task assignment and transitions between roles to ensure a consistent process.

This template is ideal for teams handling straightforward T4A or T5018 year-end filings.

This template is part of the Canada Simple Start Collection. Simple Start templates are basic versions of existing Karbon templates. They are scaled back, streamlined, and include fewer tasks, sections, and offer no Client Requests. They are designed to help you quickly get started with Karbon templates.