Open the T4A Processing Area

From  the Accounting menu to the Menu.

1. Select Year-End Processing.
2. Click Create T4A Slips.

Access the Current T4A Form

1. In the list of T4A slips, Click to the last record.
2. Open it to view the most current T4A processing form.

Select the Agent to Update

1. In the T4A form, locate the Agent field.
2. Click on the agent whose SIN needs updating.

Edit the Contact Record

1. In the Contact field, click the Action button.
2. Choose Open Relationship from the available menu options.

Navigate to the Vendor Account

1. Inside the contact record, click the Accounting tab.
2. Select Vendor.
3. Double‑click the vendor entry to open the vendor account.

Update the Business Number

1. In the vendor account, locate the Tax Number field.
2. Enter the updated business number.
3. Click Save and Close to confirm the changes.

Refresh and Save the T4A Form

1. Return to the T4A processing form.
2. The form should auto-update with the new Business Number.
3. Click Save to finalize the updated T4A slip.