Payroll and Tax Documents

Last updated September 21, 2026 2 min read

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The Payroll and Tax Documents screen shows the federal TD1 and provincial equivalent forms your employees have on file, so you can confirm the right amounts are being withheld from their pay.

Note: This screen is for TD1 forms only. T4 slips and the T4 summary live in Reports → Year-end taxes (T4) — see Year-End Taxes (T4) below to generate, download, and send them.

1. Open Payroll and Tax Documents

From the Payroll tab, tap Payroll and Tax Documents. This opens a screen with the same title, showing TD1 and provincial equivalent forms available for each employee.

Payroll and Tax Documents screen listing TD1 forms for an employee — 1. Open Payroll and Tax Documents Payroll and Tax Documents (TD1 forms).

2. Filter by employee

If you employ more than one caregiver, use the employee filter chips to narrow the list to one employee.

3. View a document

Tap any document row to open it in a PDF viewer. Each row shows the form label and the date it was signed.

4. Download a document

Tap the download icon on a row (or Download PDF inside the viewer) to save a copy.

Note: Before downloading, RoostPay asks you to confirm: "This file contains employee personal tax information. If you download it, you are responsible for storing and handling it securely." Tap Download to continue, or Cancel to close the confirmation without saving the file.

5. No documents yet

If an employee hasn’t completed their TD1 forms yet, you’ll see a message that no payroll tax documents are available. Once your employee completes their TD1 in RoostPay, their forms will appear here automatically.

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Reviewed for accuracy by RoostPay Payroll Specialists.