T4ASUM Summary of Pension, Retirement, Annuity, and 2026

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The document is a T4 Summary form for employers in Canada, detailing the requirements for filing T4 information returns, including deadlines, electronic filing mandates, and payment instructions. It outlines the necessary information such as employer account numbers, employee contributions to CPP and EI, and tax deductions. The document also emphasizes the importance of accuracy in reporting and provides guidance on how to file electronically or by paper.

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Click ‘Get Form’ to open the T4ASUM Summary in the editor.
Begin by entering the year ending December 31 in the designated field. This is crucial for accurate record-keeping.
Fill in the employer's account number (15 characters) and ensure it matches your payroll program account number.
Complete the 'Name and address of employer' section accurately to avoid any discrepancies.
Input the total number of T4 slips filed. This helps in tracking your submissions effectively.
Proceed to enter employee contributions such as CPP and EI premiums in their respective fields, ensuring all figures are correct.
Finally, certify the information by signing and dating where indicated. This confirms that all details provided are complete and accurate.

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Versions	Form popularity	Fillable & printable
2023	4.2 Satisfied (34 Votes)
2020	4.7 Satisfied (129 Votes)
2018	4.8 Satisfied (309 Votes)
2015	4 Satisfied (54 Votes)
2013	4.4 Satisfied (60 Votes)
2012	4.4 Satisfied (482 Votes)

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What does T4A stand for?

The T4A is a Statement of Pension, Retirement, Annuity, and Other Income. If you have received any self-employment income throughout the past year, you report it as a T4A vs. T4. While the T4 and T4A slips may seem similar, the T4 includes more detail around various payroll contributions that you have as an employee.

Who needs to fill out a T4A?

If you are a payer (such as an employer, a trustee, an estate executor/liquidator, an administrator, or a corporate director), you must issue a T4A slip if any of the following apply: You deducted tax from any payment.

What is box 119 on a T4A slip?

119. Premiums paid to a group term life insurance plan. Enter this amount on line 10400 of your return. 122. RESP accumulated income payments paid to other.

What is a T4A summary in Canada?

What is a T4A Summary. The T4A summary (T4ASUM) represents the total of the information reported on all of the T4A slips you prepared for each recipient for the calendar year. You can get a Form T4ASUM in a PDF or PDF fillable/saveable format to file on paper.

What is T4A pension income?

Your T4A is a summary of income from your pension plan, and it is used when you file your tax return. T4A tax slips are posted online in Your Pension Profile, and you will be notified by email, by the end of February every year for any pension you receive that is administered by PSPP.

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