Contractors and their payments

What this does

Contractors are people and businesses you pay for services. They are not employees. You record each one and what you pay them. The T4A uses this at year-end.

Add a contractor

1. Go to Year-End and choose Contractors on the T4A card. Contractors have no entry in the left menu.
2. Choose Add contractor.
3. Choose Individual or Business.
4. For an individual, enter the name and the SIN. For a business, enter the Business name and the Business number (RT or RZ account), for example 123456789RT0001.
5. Enter the address and contact details. Add notes if needed.
6. Save. The message says "Contractor saved."

Record a payment

1. Open the contractor. If it is new, save it first.
2. Under Payments, choose Add payment.
3. Enter Date paid, Fees paid, before GST/HST, Description and Reference (cheque or invoice).
4. Save.

The list shows "Total for {year}".

Void a payment

Choose Void, and give a reason. The payment leaves the totals and the T4A. The record stays in the history.

Good to know

• The list shows "Paid in {year}" for each contractor.
• The SIN shows only masked and is never shown in full.
• Removing a contractor keeps their payments on returns already saved. If a contractor has payments, the app may refuse the removal and say what is in the way.
• A payment amount must be more than zero.
• Search with Search contractors.