> ## Documentation Index
> Fetch the complete documentation index at: https://docs.nmbr.co/llms.txt
> Use this file to discover all available pages before exploring further.

# Year-End Tax Forms (T4 / T4A / RL-1)

> Generate, validate, and submit year-end tax forms to the CRA and Revenu Québec

Nmbr supports generating, validating, and submitting Canadian year-end tax forms:

* **T4 / T4A** → Canada Revenue Agency (CRA)
* **RL-1** → Revenu Québec

For official guidance on form requirements and box definitions, refer to:

* [Canada Revenue Agency – T4 Information](https://www.canada.ca/en/revenue-agency/services/tax/businesses/topics/payroll/completing-filing-information-returns/t4-information-employers/t4-slip.html)
* [Canada Revenue Agency – T4A Information](https://www.canada.ca/en/revenue-agency/services/tax/businesses/topics/payroll/completing-filing-information-returns/t4a-information-payers/t4a-slip.html)
* [Revenu Québec – RL-1 Information](https://www.revenuquebec.ca/en/businesses/source-deductions-and-employer-contributions/filing-rl-slips-and-the-rl-1-summary-general-information/)

## Form Lifecycle

1. **draft** – Generated but not yet approved
2. **approved** – Validated and locked for submission
3. **processing** – Submitted to Nmbr for processing
4. **submitted** – Receipt confirmed by the tax authority
5. **done** – Processing completed by the tax authority

## Generating Year-End Tax Forms

Year-end tax forms can be generated by payroll administrators in:

* the [Nmbr Component](/components/getting-started)
* the Nmbr Portal under **Business Entities**
* the Nmbr API using the [Generate Forms](/api-reference/form-types/generate-forms) endpoint

Generated forms are populated using payroll data for the selected tax year and grouped into a form batch.

### Generating Forms via API

Using the [Generate Forms](/api-reference/form-types/generate-forms) endpoint, specify the `form_type` and `tax_year`.

You can optionally provide:

* `form_batch_id` to group generated forms into an existing batch.
* `employee_ids` to generate forms for specific employees only (T4/RL-1).
* `contractor_ids` to generate forms for specific contractors only (T4A).
* `province_of_employment` to restrict forms to a single province (T4).

The response will include an async task which can be tracked using the [Async Task](/api-reference/async-tasks/retrieve-an-async-task) endpoint. Once the task is complete, the generated forms can be retrieved using the [List Forms](/api-reference/forms/list-forms) endpoint.

Forms will only be generated for employees/contractors with paid pay stubs in the given tax year.

## Retrieving Year-End Tax Forms

Use the [List Forms](/api-reference/forms/list-forms) endpoint with the `type` query parameter set to `t4`, `t4a`, or `rl1`.

## Validation

Validate form fields using the [Form Type Validation](/api-reference/form-types/validate-a-form) endpoint.

The list of form fields can be retrieved from the [Form Type](/api-reference/form-types/retrieve-a-form-type) endpoint.

Forms must have **no validation errors** before they can be approved.

## Approving a Form

Forms in `draft` status can be approved once valid using the [Approve Form](/api-reference/forms/approve-a-form) endpoint.

Approval locks the form for submission.

## Submitting a Form Batch

Year-end forms must be submitted as part of a **form batch**. Use the [Submit Form Batch](/api-reference/form-batches/submit-a-form-batch) endpoint. A batch can only be submitted when all forms in the batch are valid and approved.

On submission:

* All forms move to `processing`
* T4/T4A forms are submitted to the CRA
* RL-1 forms are submitted to Revenu Québec

When the submission is successfully received by the tax authority, forms will move to `submitted` status.

When the tax authority completes processing, forms will move to `done` status. The time to complete processing can vary based on the tax authority's workload and processing times.

When the form batch is marked `done`, a `form_batch_completed` [webhook](/api/overview/webhook-structure) event will be triggered.

If any forms are rejected by the tax authority, the Nmbr team will reach out with details on the errors and next steps to resolve.

## Downloading PDFs

### Individual Form PDF

PDF versions of individual forms can be retrieved using the [Retrieve Form](/api-reference/forms/retrieve-a-form) endpoint with the `Accept: application/pdf` header.

PDFs are only available for forms with no validation errors. PDFs for valid forms that are not yet `done` will be watermarked with "DRAFT" to indicate they are not yet complete.

### Batch PDF

A zip file containing all forms in a batch can be downloaded once all forms are marked `done` using the [Download Form Batch](/api-reference/form-batches/download-a-form-batch) endpoint.

## Email

There are two emails associated with year-end tax forms:

1. **Form Batch Completion Email** – Sent to the form batch contact when the batch is marked `done`.
2. **Form Recipient Email** – Sent to employees/contractors. Can be triggered in the Nmbr Component by the payroll administrator, or in the Partner Portal.

See [Configuring Email](/portal/configuring-email) for more details.

## Amending Forms

Once a form batch is submitted, forms cannot be edited. If changes are needed, an official amendment must be made with the tax authority.

Amendments can only be performed on forms in `done` status.

Amendments can be performed:

* in the [Nmbr Component](/components/getting-started)
* in the Nmbr Portal on the form details page
* via the Nmbr API using the [Amend a Form](/api-reference/forms/amend-a-form) endpoint

Amending a form will create a new amendment form linked to the original form (as `source_form_id`). The amendment form will have its own lifecycle and must be approved and submitted to the tax authority.

## Deadlines

The deadline for submitting year-end tax forms to the CRA and Revenu Québec is typically the **last day of February** following the tax year. For example, for the 2025 tax year, forms must be submitted by March 2, 2026 (since February 28 falls on a Saturday, the deadline moves to the next business day).

Late or missed filings may result in penalties from the CRA or Revenu Québec.

It is the responsibility of the payroll administrator to ensure forms are generated, approved, and submitted by the deadline. Nmbr recommends starting the process early to allow time for resolving any validation errors or issues with the tax authority.