t4 and RL-1

Lesson Plan - January 12, 2024 version

By the end of the T4 and RL-1 cours, the client and designated paymaster / controller will be able to perform all the tasks linked to generating these forms with maestro*.

 

Unit T4RL01 - Preliminary Analysis and Configuration

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Equipment

Targeted Audience

The objective of this session is to clarify the needs and requirements to generating T4 and RL-1 forms in maestro*, as well as the necessary configuratiosn.

PREREQUISITES

  • Installation of the last update
  • Security Management
  • Time Management (Payroll)

OPTIONAL PREREQUISITES

  • Mailing Configurations;
  • Contact Management.
  • Analysis
  • General Settings (Payroll module)
    • T4 & T4A
    • RL-1
  • Discuss the current and future process of generating T4 and RL-1 slips (strengths and weaknesses).
  • Set up the required configurations.
  • Make decisions.

HOMEWORK

  • Get the transmitter numbers (federal and provincial).

15 min

 

Paymaster / controller

Unit T4RL02 - Generating T4 and RL-1 Slips - 101

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Equipment

Targeted Audience

Settings- T4 and RL-1

By the end of the training lesson, the designated paymaster / controller will be able to set up certain necessary parameters to generating forms in maestro*.

  • Generate T4 and RL-1 slips
  • Try the T4 and RL-1 forms (optional)
  • Review previous concepts and validate tasks completed as homework.
  • Explain and complete the different windows and functionalities linked to generating T4 and RL-1 slips, according to the client's needs and maestro* requirements, to automate data entry.

HOMEWORK

  • N/A

15 min.

Paymaster / controller

 

Unit T4RL03 - Generating T4 and RL-1 Slips - 201

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Equipment

Targeted Audience

Validation - T4 and RL-1

By the end of this training session, the designated paymaster/controller will be able to validate the different data on T4 and Rl-1 forms.

  • Update settings according to the decisions that were made
  • Try the T4 and RL-1 form (optional)
  • Validate the active year
  • Miscellaneous Reports:
    • 421
    • 422
  • Print T4 and RL-1:
    • Generate Data
    • Employer's Summary
  • Government Remittances
  • T4 and RL-1 - Control Report
  • T4 and RL-1 - Summary Control Report
  • Pension Plan Contributions Report
  • T4 and RL-1 Validation Report:
    • Validation of the CNT Contribution including Cumulative Modifications (2023)
    • Validation of the Detailed CNT Contribution
    • Validation of the HSF Contribution including Cumulative Modifications
    • Validation of the Detailed HSF Contribution
    • Validation of Employment Incomes by Period – Detailed List (2023)
    • Validation of the Group Insurance Contribution for CCQ Employees
  • Pivotal Analysis of Generated Values
  • Review previous concepts and validate tasks completed as homework.
  • User training according to the process established at the time of the analysis.
  • Demonstration of the different options and ways to validate the content of the different T4 and RL-1 boxes.

HOMEWORK

  • Validate the content of the boxes and make the necessary modifications and configurations if necessary.

1.5h

Paymaster / controller

 

Unit T4RL04 - Generating T4 and RL-1 Slips - 301

Date : 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Equipment

Targeted Audience

Corrections - T4 and RL-1

By the end of this training session, the designated paymaster/controller will be able to understand and set up the different elements necessary to generating T4 and RL-1 forms with maestro*.

  • Update settings according to the decisions that were made
  • Enter Taxable Benefits
  • Redefine Boxes
  • Employee Management (modify cumulatives)
  • Review previous concepts and validate tasks completed as homework.
  • Demonstrate the different options and ways to validate boxes on T4 and RL-1 forms, and how to generate them.

HOMEWORK

  • Validations and modifications, if needed.

1h

Paymaster / controller

Unit T4RL05 - Generating T4 and RL-1 Slips - 401

Date : 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Equipment

Targeted Audience

Preparation - T4 and RL-1

By the end of this training session, the client will be able to generate T4 and RL-1 forms with maestro*.

 
  • Print T4 and RL-1:
    • Generate Data
    • Employer's Summary
    • Print T4, T4A, and RL-1
    • Generate XML Files
  • Review previous concepts and validate work completed as homework.
  • Validate T4 and RL-1 reports and inquiries.

HOMEWORK

  • Validate data entries.

0.5h or 3h if complete assistance

Paymaster / controller

Unit T4RL06 - Form Validation

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Equipment

Targeted Audience

Forms - T4 and RL-1

By the end of this training session, the client will be able to transmit the forms generated by maestro* to the relevant parties.

  • Mailing Configurations
  • Transmit forms by internet (governments).
  • Transmit forms by internet (employees).

HOMEWORK

  • If needed, finalize the modifications and generation of forms.

0.5h

Paymaster / controller

 

Unit T4RL07 - Tests and Validation

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Equipment

Targeted Audience

Tests and Validation

 N/A N/A N/A N/A

Paymaster / controller

 

Unit T4RL08 - Conclusion

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Equipment

Targeted Audience

By the end of this training session, the client will have shown they have the necessary skills and knowledge to generating T4 and RL-1 forms in maestro*.

N/A

Prepare future training sessions.

N/A

Acquired competencies form - T4-RL1

Paymaster / controller