How to Add or Update a SIN Number through the T4A Form

Enviromint Support -

Made by Enviromint Support with Scribe
 

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.

Update the Social Insurance Number

  1. In the relationship record, select the Social Insurance Number field.
  2. Enter the correct SIN.
  3. Click Save.

 

Refresh and Save the T4A Form

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

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