T4 / T5 Tax Slip Processing
Stop entering T4 and T5 data by hand. Folio AI extracts every CRA field automatically and routes exceptions to your review queue.
The problem with tax season
Tax season means hundreds — sometimes thousands — of T4 and T5 slips arriving from clients. Each one requires manual transcription of employer names, SINs, and a dozen or more box amounts. It is time-consuming, error-prone, and adds no value to the services your firm provides.
Folio AI processes tax slips the same way it handles any other document: upload, extract, review, approve. What used to take an afternoon takes minutes.
How it works
Step 1
Upload
Upload T4 and T5 PDFs or scanned images individually or in bulk. Folio AI automatically identifies the slip type and routes to the correct extraction model.
Step 2
Extract
Our multi-provider OCR pipeline reads all CRA fields. Confidence scores flag any field the AI is uncertain about — so nothing slips through unreviewed.
Step 3
Review and approve
Your team reviews flagged items in the queue, corrects any values, and approves. Every correction trains the model for future slips from the same employer.
Fields extracted from T4 slips
Folio AI maps extracted values directly to CRA box numbers:
| Field | CRA reference |
|---|---|
| Employer name and address | Header fields |
| Employee SIN | Header fields |
| Employment income | Box 14 |
| Employee CPP contributions | Box 16 |
| Employee EI premiums | Box 18 |
| RPP contributions | Box 20 |
| Income tax deducted | Box 22 |
| Union dues | Box 44 |
| Charitable donations | Box 46 |
| Issue / taxation year | Header fields |
Ready to eliminate T4 data entry?
Contact us to see a live demo with your firm's document types.
Talk to us