Edit tax forms
1. Navigate to Payroll > Tax Form Runs.
2. Click Edit next to the tax form run you want to modify.
3. Download the tax form data.
On the Year-End Tax Form Run screen, scroll down and click Download CSV Tax Form Data. This will open a new tab and automatically download a .csv file containing your T4 data.
4. Save the file correctly.
Open the downloaded file and save it as a new file. Make sure to select CSV (Comma delimited) (*.csv) as the format. The default format may be Unicode Text (*.txt), which can make the file unreadable.
5. Make necessary adjustments.
Each employee is assigned a Tax Run Employee ID (Column EA) and an internal Employee ID (Column EB). These must remain unchanged to ensure the data stays linked to the correct employee profile.
Common adjustments:
- Update names, SINs, or addresses. Modify these details as needed to ensure accuracy on the T4.
- Remove employees. To exclude an employee from the tax slip run:
- Set all T4 box values (Column Q onward) to 0.
- Do not delete the row. If you do, the system will assume no changes are needed.
- Modify T4 values. You can adjust any T4 or T4A box, but keep these guidelines in mind:
- If an employee is CPP/EI exempt, set Column M or N to TRUE and zero out T4-24 and T4-26 (e.g., CPP-exempt employees can’t have pensionable earnings).
- Ensure values in T4-24 and T4-26 do not exceed the allowable maximums.
- Double-check all entries—Rise will accept whatever you input.
- If updating T4-40 (Taxable Benefits), also update T4-14 (Employment Income) accordingly.
For details, refer to our guides on T4 box information and T4A box information.
Note: If a tax slip box isn’t aligning correctly (e.g., taxable benefits not appearing in Box 40), this may be a configuration issue. Contact Rise support for assistance.
6. Save and upload the updated CSV.
Once edits are complete, save the file as a CSV, then click Upload CSV Tax Form Data in Rise.
7. Continue processing the tax form run.
If needed, click Reload Tax Form Data to reset the file to its original state.
8. Finalize the tax form run.
After reviewing the tax form data, confirm its accuracy by selecting the checkbox, then click Finalize Tax Form Run.
9. Confirmation and next steps.
You’ll receive a confirmation message once the tax form run is successfully completed, along with details on the next steps handled by Rise.
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