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Running T4As for Vendors

This topic explains how to configure and generate Vendor T4As.

Company Information Setup

Before you start to configure Vendor T4As, you need to specify that your localization is Canada and configure information specifically for your company.

  1. Click Tell Me and search for Company Information. Select the page from the drop-down list.
    The Company Information page displays.
    CompanyInformation.JPG
  2. In the Localization field, choose Canada.
    Tip: If the Localization field does not display, click Show More in the top right corner of the FastTab.
  3. Expand the Vendor T4A FastTab.
    company_information_vendor_t4a.png
  4. Complete the Vendor T4A Fields.
    The telephone number format required is 3 numeric, followed by (-) and 4 numeric (for example, 999-9999). The T4A Transmitter No. field must be in the format MM + 6 numeric. For example: MM555555.

Notes:

  • If you are filing one return only and do not have an existing Transmitter number please use generic transmitter number MM555555 to file this return. If you wish to obtain a Transmitter number, please call Revenue Canada 1-800-665-5164 to obtain one.
  • If you will be filing more than one return, please use the Transmitter (MM) number that Revenue Canada assigned to you. If you do not have a transmitter number and will be filing more than 1 return, please call Revenue 1-800-665-5164 to obtain one.

User Setup

Follow the steps below to configure which users can change Vendor T4A information on posted purchase invoice and posted credit memo lines.

  1. Click Tell Me and search for User Setup. Select the page from the drop-down list.
    The User Setup page displays.
    user_setup_page.png
  2. Select the user that will be running the T4As, and from the Action Bar, click Edit List to make the list non-editable. Click on the User ID.
    The User Setup card displays.
  3. Expand the Finance and Procurement FastTab.
    company_information_vendor_t4a.png
  4. Set the Allow Edit T4A slider to Yes.

Vendor Card Setup

For each vendor that will be getting a T4A from Finance:

  1. Click Tell Me and search for Vendors. Select the page from the drop-down list.
    The Vendors list displays.
    vendors.png
  2. Select the vendor that you want to configure and from the Action Bar click Edit.
    The Vendor Card displays.
  3. Specify the Partner Type in the Payments FastTab to indicate if this vendor is a person or a company.
  4. Expand the Vendor Reporting FastTab.
    vendor_reporting.png
  5. Turn on the T4A Vendor slider.
  6. Complete the First Name and Last Name/Company Name fields.
    Note: If the T4A vendor is a business entity, the business name has to appear in the Last Name field.
  7. Complete the BN Number field. Use the format: <9 digits>RP<4 digits>.

Purchase Invoice Page Setup

Make sure that the T4A column is visible on the Purchase Invoice page's Invoice line:

  1. Click Tell Me and search for Purchase Invoices. Select the page from the drop-down list.
    The Purchase Invoices page displays.
  2. Open a purchase invoice.
    The Purchase Invoice card displays.
    purchase_invoice_Card.png
  3. Click on the Lines FastTab, and from the Command Bar, click Settings > Personalize.
    The Personalize menu displays.
    personalize_menu.png
  4. Click More and from the expanded menu click + Field
    The Add Field To Page menu displays on the right side of the screen.
    Add_Field_to_page.png
  5. Locate the T4A Box field and drag it to the Lines FastTab.
    tip: Use the Search box to filter the Add Field to Page menu.
  6. When working on the invoice you must select the T4A Box for the line:
    purchase_invoices_t4a_checked.png
  7. Configure your Vendor T4A boxes. This is the list you will see when choosing the box for your invoice line.
    vendor_t4a_form_boxes.png
  8. Click OK when finished.

View or Edit Vendor T4As Information

Use the following pages when working with T4As:

  1. T4A Posted Purch. Inv. Lines: use this page to view, add or remove the T4A flag and select T4A boxes for the applicable posted purchase invoice lines. 
  2. Print Vendor T4A: use this page to print a pdf T4A
  3. Export Vendor T4A to XML: use this page to create the export file for AP T4A.
    Note: You will need Sparkrock assistance for the schema. Open a support case for this.
  4. Vendor T4A codes: use this page to create your T4A box list. 
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