Getting Started
Navigate to Year End Tax Packages in the platform.
Select the tax year you want to generate packages for.
You’ll see a list of available tax packages (for example, T4, T4A, RL-1).
The system automatically determines which tax packages the you will need to generate, such as T4, T4A, or RL-1. For example, the option to generate an RL-1 package will only appear if they have employees whose province of employment is Québec.
How to Generate a Tax Package
From the Year End Tax Package section, locate the tax package you want to generate.
Click Create.
Review and confirm the pre-filled contact information
Once confirmed, the system will generate tax forms for each eligible employee or contractor.
Important: The contact information may be provided to the CRA or Revenu Québec if there are any submission issues.
Recommended: Preview Before Generating
To validate totals and employee details before finalizing slips, you can download a T4 Preview Report from the Reports section. Additional helpful reports include: Payroll Register Report and EI/CPP Balance Report.
After the package is generated, a summary will appear in a table view. This summary provides key details about the tax package, including:
Status: Indicates the current state of the package (Draft, Processing, Submitted or Confirmed).
Slips approved: Only slips marked as approved will be included in the submission.
Errors: Displays the number of errors detected within the package.
Date created: The date the package was generated.
Date completed: The date the package was submitted within Collage Payroll
Date submitted: The date the package was submitted to the CRA or Revenu Québec.
Note: Payroll admins can delete and recreate a tax package at any time, as long as the package status is not Processing or Submitted.
How to Review or Edit Tax Forms
Click into the generated tax package to view details for each individual slip that was created. Within the package, you can:
Use the search bar to quickly find a specific employee or contractor’s slip
Filter the list by slip status or province of employment
View a summary showing the number of approved slips and the total amounts included in the package
To make changes, click into an individual employee or contractor slip to review or edit the details.
To add or edit information, click + Add Box and update fields as necessary:
Bulk Actions
You can also use the Bulk Actions tool to save time when working with multiple slips. This allows you to:
Bulk approve slips
Bulk set T4 box values, such as Box 45 or Box 50, across multiple slips at once
Box 45: Reports whether an employer offered dental benefits, using codes (1-5) to show who was covered (payee, spouse, dependents, etc.) for the Canada Dental Care Plan (CDCP) as of December 31st of the tax year
Box 50: Reports an employer's Registered Pension Plan (RPP) or Deferred Profit Sharing Plan (DPSP) registration number.
How to Submit Tax Packages
Once your review is complete and slips are approved, you can submit the package directly from the platform:
Packages are sent the following business day after submission
Download draft pdf copies of the submitted T4, T4A and RL-1 slips
Employees will see a copy under their Payroll section once CRA has verified the submission
Important Reminders
To ensure timely filing, you will need to submit your packages by February 24, 2026
Submissions after February 24 cannot be guaranteed to reach the CRA by the February 28 deadline.
How to Amend a Tax Package (Coming Soon)
Support for amending submitted T4 and RL-1 packages is coming soon. This enhancement will allow clients to correct previously filed slips without needing to resubmit an entirely new tax package.