How to Make an Agent Incorporated through the T4A Form

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.

Change the Relationship Filter to Tax Agencies

1. Add a line using the plus button.
2. Enter Receiver General in the Contact Field
3. Update Start Date to the Agents Incorporation Date.

Indicate Incorporated Status

1. Scroll to the field labeled “Is Incorporated.”
2. Select or check the box to confirm the agent is incorporated.

Enter the Corporation Name

1. In the corporation fields:
   • Enter the corporation name in Line 1.
   • Enter additional corporation information (if applicable) in Line 2.

Click Save and Close to finalize the updates.

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.