---
title: "Before producing tax slips"
url: "https://aide.evo.siga.net/en/article/new-article-0458ff61-aca8-41cb-9f84-089fcbc86358"
language: "en"
last_updated: "2026-10-23T20:02:46.666Z"
---

# Before producing tax slips

Things to check before producing tax slips.

### Checklist: Payroll Year-End Verifications

#### 1\. System Updates and Configurations

| **Items to Check** | **Location in SigaFinance EVO** | **Notes & Details** |
| --- | --- | --- |
| **Update 5.8 completed** | Menu **Help** ➔ button **About** | The current version is always listed in the frame header of SigaFinance EVO. |
| **Opening of the 2026 payroll year** | Menu **Payroll** ➔ button 2026 **Payroll Year Opening Wizard** | Once opened, the button becomes *"2027 Payroll Year Opening Wizard"*Verify prepared & posted payrolls |
| **Menu** | **Payroll** ➔ button **Payroll List** | The payment date determines the tax year (e.g., a payment on Jan 1, 2026 counts for 2026) |

  

#### 2\. Contact Details and Administrative Information

-   **Employee Information:**
-   -   Location: *Menu* **Payroll** ➔ button **Employees** (Description and Contact Details tabs)
    -   To validate: *Contact details, email, Social Insurance Number (SIN), and date of birth.*
-   **Company Information:**
-   -   *Location:* Menu **Home** ➔ button ***Companies*** (Contact Details and Contact Person tabs)
    -   To validate: Contact details, email, and contact person.
-   **Employer Information:**
-   -   Location: *Menu* **Payroll** *➔ button* **Configurations / Employer** ➔ button **Government Source Deduction Files**
    -   *To validate:* Federal Business Number, NEQ, Identification Number, and File Number.
-   **Transmitter Number (Quebec):**
-   -   Location: Menu **Payroll** ➔ button **Configurations / Employer** *➔ button* **Relevé 1**
    -   **MANDATORY** if more than 5 Relevé 1 slips are produced (XML transmission). The same number remains valid from year to year.

#### 3\. Deductions and Taxable Benefits

##### **Employee deductions (non-governmental)**

-   Location: *Menu* **Payroll** ➔ button **Settings / Employee** **deductions**
-   Applies to: Private health insurance, union dues, charitable donations, RPP, RRSP, etc.
-   *Action:* For each deduction to be included on tax slips, specify the **reference deduction***. In case of doubt, consult your accountant or the recipient organization.*

##### **Taxable benefits**

-   Location: *Menu* **Payroll** ➔ button **Settings / Taxable benefits**
-   Applies to: Housing, automobile, employer contributions (health insurance, RRSP, etc.).
-   *Action:* Specify the **reference benefit** *(Federal and/or Provincial) according to the nature of the benefit.*

#### 4\. Payroll and remittance summary

-   **Payroll summary:**
-   -   Location: *Menu* **Payroll** ➔ button **Payroll Summary** (viewable on screen or as a report)
    -   Verification: *Ensure no pay runs are missing or duplicated.*
    -   Tip: *If the bank reconciliation balances each month with no outstanding checks, everything should be compliant! Correct incorrect pay runs as needed.*
-   **Government remittances:**
-   -   Location: *Menu* **Payroll** ➔ button **Remittances**
    -   *Verification:* Confirm the matching of amounts paid with the CRA (federal) and Revenu Québec (provincial). Correct if necessary.
    -   Condition: **All remittance periods for the year concerned must be closed**.

#### 5\. Tax slip generation

1.  **T4 Preparation:** Go to the *Checklist for T4 preparation*
2.  **T4 Summary:** Go to the steps for T4 Summary Preparation
3.  ***Relevé 1 Preparation:*** Go to the Checklist for Relevé 1 preparation
4.  **Relevé 1 Summary:** *Go to the steps for* Relevé 1 Summary Preparation