Contents

Missing T4 and RL-1 collection workflow

Missing T4 and RL-1 collection workflow

Auto-fill gaps in practice

CRA Auto-fill is convenient when complete. Gaps appear for late filers, amended slips, new employers, and Quebec RL-1 employment.

Slip types and issuers

  • T4 — employer
  • T4A — pension, self-employment, scholarships
  • T5 / T3 — investments
  • RL-1 — Quebec employment
  • RRSP receipts — client-provided; not on Auto-fill

Workflow with Hivi-X

Add each slip type as a checklist item. Client uploads via a secure guest link (no account needed) or my-id.ca. Reject blurry photos and request resubmit. Export package when your firm is satisfied.

Request a demo

If you are an Ontario accountant or bookkeeper collecting tax and bookkeeping documents through email, Hivi-X can help you build a cleaner intake process with reusable checklists and exportable PDF packages.

Start free trial or get the free Ontario T1 checklist PDF.

Answers are general operational information only — not legal, tax, regulatory, clinical, privacy, immigration, or professional advice. Requirements vary by matter, client, and regulator.

Frequently asked questions

What if the client has no T4 yet?
Track the missing T4 on your intake checklist and follow up with the employer or client. Your firm decides whether to wait for Auto-fill or request issuer copies.
Do I need RL-1 slips for Ontario clients?
RL-1 may apply when the client had Quebec employment income. Collect issuer copies alongside T4s when Quebec-source employment appears.
Does Hivi-X email employers for missing T4s?
No. Your firm follows up with clients or employers. Hivi-X tracks which items are still missing on the checklist.

Stop chasing T-slips through email every tax season

Hivi-X helps Ontario accountants and bookkeepers collect T4s, RL-1s, receipts, and bank statements with user-built checklists, secure guest link (no account needed) or my-id.ca portal uploads, missing-item tracking, and exportable PDF packages for TaxCycle or DT Max.

Missing T4 and RL-1 collection workflow | hivi-x Docs