HELP GUIDE
×
Menu
Quick Guides
T4 reconciliation (JZSR)
See Common Working Paper Features for information on features not specific to this working paper.
T4 reconciliation (JZSR)
1
Sort Groups
1. Sort Groups
Sort the 6 shareholder groups.
2
Page Size
2. Page Size
Set the print page size to be letter or legal.
3
Show prior year T4 amounts
3. Show prior year T4 amounts
Show or hide the row that shows the prior year T4 amounts in each shareholder section. Any amount can be entered into this row because they are input cells. Amounts from the current year row will roll into this row when the Caseware file is rolled forward.
4
Column selection
4. Column selection
Click on the buttons to toggle columns on and off. 4 Columns are enabled by default
5
WP Ref
5. WP Ref
Enter the working paper reference if applicable. Double-click on the reference to jump to the referenced working paper. The working paper should exist within the Document Manager for this to work.
6
Notes and annotations
6. Notes and annotations
Double-click to add notes and annotations to a line.
7
Shareholder Section Reset
7. Shareholder Section Reset
Click to clear out data in the shareholder section.
8
PY T4 Amounts
8. PY T4 Amounts
Any amount can be entered into this row because they are input cells. Amounts from the current year row will roll into this row when the Caseware file is rolled forward.
9
Shareholder Section
9. Shareholder Section
Click the checkbox to toggle a Shareholder section on/off.