How can I view prior year T4 summaries, i only get 2018 and 2019 (current year) as an option from the drop down box under payroll tax, i need to view 2017?

kk · ‎August 05, 2019

Anonymous · ‎August 05, 2019

You can always view prior year T4 summaries kkalia and I'm here to help you out.

Your past payroll forms are accessible once archived. Here's how to view an archived payroll form:

From the left menu, select Taxes, then Payroll Tax.
Under Monthly Forms or Annual Forms, select View Archived Forms.
Select the desired form.
Select View.

The available liability periods only extend back for a year or two. If you need to archive a form from an earlier period, I'd suggest reaching out to our Payroll Specialists for assistance. You can open a chat conversation with our experts through this link: https://help.quickbooks.intuit.com/en_CA/contact.

Just select your QuickBooks product and choose your Payroll topic. Then, click the Start a Message tab at the bottom.

To learn more about keeping an old payroll form, you may check this article for more info: Archive and view old payroll tax forms.

For additional references you can check out for future use, you can click the following links below.

Payroll taxes and forms

Prepare T4 slips

That should do it. If you have other questions regarding your payroll taxes, do let me know. I can always lend a hand anytime. Have an awesome weekend.

kokoli84 · ‎May 14, 2020

This doesn't work on Quickbooks Desktop

LauraAB · ‎May 15, 2020

Hello kokoli84,

It's important to me that you're able to find the T4 information for your employees in your QuickBooks Desktop company file. I'm happy to clarify the steps for that version of the program since, as you've noted, it's operates differently than QuickBooks Online.

There are a couple ways to access the T4s in QuickBooks Desktop. Luckily, both are simple and I'll outline each of them so you can choose whichever you prefer.

Select Employees from the top menu.
Hover over Payroll Forms.
Choose Process T4s.

Way number 2 goes like this.

Select Employees from the top menu.
Choose Payroll Centre.
Click the File Forms tab.
Double-click to select T4s.

Once you've got the T4 window open, regardless of which method you're using to get there, you can choose from the Year drop-down menu to see the forms for that period. The following article goes over these forms and their related processes in more detail: T4 and Relevé-1 forms

Give me a shout if you need anything else.

flconcrete · ‎February 04, 2021

This will let you see the T4 Slip, but how do you see archived T4 summary?

CaitlinOG · ‎February 04, 2021

Hi flconcrete,

Welcome to the Community! It's important to me that you're able to access the information you need. To clarify, are you trying to view the archived T4 summary within QuickBooks Online or QuickBooks Desktop?

flconcrete · ‎February 05, 2021

Quickbooks Desktop Pro

Rebecca R · ‎February 05, 2021

Hi there @flconcrete and thanks for joining in on this thread to learn more about viewing prior year's T4 Summaries. You can access a T4 Summary report by navigating to the Reports menu, choosing Employees & Payroll, then selecting the T4 Summary. With this report you'll only have the option to see a summary from This Calendar Year or Last Calendar Year. Since I know viewing a T4 Summary from prior years is sometimes necessary, I want to encourage you to submit feedback on this. Navigate to the Help menu, then choose to Submit Feedback Online. These messages are sent to our product development team who considers them when implementing new updates and making product improvements. Don't hesitate to reach out again if there's something else I can do to help. Have a great weekend!

DCA2 · ‎May 13, 2021

That this report is not available for prior years is a complete nuisance. I am in the exact same situation as the OP; a client needs the summary for an external audit and the CRA is currently offline for this information. For the OP: my suggestion is you run the PD7A summary report for the calendar year. It is the closest proxy to the T4 Summary report.

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How can I view prior year T4 summaries, i only get 2018 and 2019 (current year) as an option from the drop down box under payroll tax, i need to view 2017?