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mopler
Level 1

Previous years T4 Summary

How can I access T4 Summary from previous years.  In Reports, it will only allow me to choose the current year and prior year.  I would like to get the T4 summary from the 2 years prior to last year (ie 2022,2023)

1 Comment 1
KiazzymaeC
QuickBooks Team

Previous years T4 Summary

Hello Mopler! When it comes to managing financial documents in QuickBooks Desktop, I understand how important it is to have access to T4 Summary report. Currently, you only have the option to select either This Calendar Year or Last Calendar Year when generating this report in QuickBooks Desktop.

 

Let me guide you through how to access the T4 Summary Report:

 

  1. Navigate to the Reports menu.
  2. Click Employees & Payroll, then select T4 Summary.
  3. Choose either This Calendar Year or Last Calendar Year to pull up the T4 summary.

 

I understand the importance of accessing T4 Summary reports for prior years. However, this feature isn't available in QuickBooks Desktop as of now. As a workaround, you can adjust your PC's date to the year 2023 to generate the T4 Summary for 2022 and set it to 2024 for the T4 Summary of 2023.

 

For more detailed information about handling T4 Summary reports in QuickBooks Desktop, you may want to read this article: T4 and Relevé-1 forms in QuickBooks Desktop.

 

If you have further questions about pulling up the 2022-2023 T4 Summary, please don't hesitate to click the Reply button. I'm here to help you every step of the way! 

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