T4 amend

How to amend tax forms

1. Navigate to Payroll, then, under Payroll, click Tax Form Runs.


2. Click Amend beside the year you want to amend. Make sure the original tax form run is filed with the CRA, or you won’t be able to amend. If you amend RL-1 Tax Form, a new line with the RL-1 Amendment information will be displayed on the RL-1 Summary report. The # of Slips column in RL-1 gives the total number of RL slips for the tax year including the original, amended and cancelled slips, and the total of all amounts in each box of all RL slips, whether or not they are amended.


3. Wait a moment for the new amendment run to generate, then click Edit.


4. Click Download CSV Tax Form Data and save it as a CSV file. We recommend saving the original CSV file and making changes on a copy of the CSV file.


5. Next, you will need to make changes in the CSV file. Make the T4/ T4A  amendments by updating the relevant T4 / T4A  boxes on the CSV for the impacted employees requiring adjustments. Do not delete employee tax form data from the CSV file. CRA will process amended tax forms for only those employees with T4/T4A amended data.

6. Save the amended CSV. Review the file for data entry accuracy and navigate back to the same page you downloaded the tax form data from. Under actions, click Upload CSV Tax Form Data and import the CSV with the amendments.


7. After the CSV has been imported, review the amended T4 run remittance amounts using the CSV file. Next, balance source deduction withholding T4 Boxes 16, 17, 18, 19, 22, 27 to original tax form T4 Summary.

If tax, CPP or EI amounts were adjusted (increased) in the amended tax form run, you are required to self remit to CRA to avoid penalties. Please note CRA does not require an Amended T4/T4A Summary.

8. Do the same for T4A runs if applicable.


9. Review the slip(s) by clicking Amended Tax Form Slips Only.


10. Once you’re done, click Approve Tax form.




    • Related Articles

    • How to process tax form runs

      Prior to processing year end tax forms, you must complete the following steps: 1. Close the previous year. For details on how to close the previous year, check out our article on How to close the year. 2. Find your T4 remittance balance from the CRA. ...
    • How to send one-off finalized tax forms to your employees

      Once you complete your year end in Rise Payroll, you can send employees' tax forms to their work email. Only previous year’s tax forms and current year’s finalized tax forms can be sent. 1. Navigate to Payroll and click the Employees tab. 2. Here ...
    • How to close the year

      Before you close the year, you must be absolutely sure that you are finished paying employees for the year. Once the year is closed, it cannot be opened. The year must be closed in order to process payroll for the new year. Please do not close the ...
    • How to edit tax forms

      If you have previous YTD data, or have terminated employees prior to using Rise and would like to generate their T4 slips, editing your T4s/T4As requires you to export your tax form data into Excel and then make adjustments to the spreadsheet before ...
    • How to download important Payroll reports

      How to download Payroll Register Reports 1. Navigate to Payroll, then click on the Reports tab. 2. Under the Standard Reports tab, you’ll find the payroll register report under the Payroll Reports section, click on Payroll Register. 3. Select the ...