Use case · Payroll leads at bookkeeping and payroll firms

Track payroll remittance work

Payroll remittance work is the most repetitive obligation a firm tracks, which is exactly why it slips — no single cycle feels urgent until one is missed, and late remittances draw penalties quickly. The cadence differs by client remitter type, and T4 season lands on top of it every February.

Canadian accounting professionals — Track payroll remittance work

Firms track payroll remittance work in SpidNums by assigning each payroll client a remittance service at the cadence matching its CRA remitter type — monthly for most. The next-due date feeds the Reminders list alongside T4 season and every other deadline, and SLA colours turn orange inside seven days, so the quiet, repetitive cycle stays visible without a separate payroll calendar.

Updated July 2026

How firms run it, step by step

  1. Create a remittance service in the catalogue

    A typed service with a monthly default frequency and a default price covers the bulk of the payroll book in one definition.

    Services catalogue

  2. Assign it at each client's real cadence

    Mirror the remitter type CRA has assigned: monthly for regular remitters, an overridden frequency where CRA allows quarterly. The cadence lives on the assignment.

    Services catalogue

  3. Track accelerated remitters inside the period

    For clients remitting more often than monthly, run the within-month dates as ordered tasks with due dates in the period's project, under the monthly service.

    Task Master

  4. Add T4 season as its own annual service

    Slips are due the last day of February, and a separate annual service keeps slip preparation from being buried inside the remittance cadence.

    Services catalogue

  5. Close each cycle in the feed

    Mark each remittance cycle done as it completes — the grouped feed only stays trustworthy if what is finished leaves it.

    Reminders

Services catalogue

Reminders

Task Master

Frequently asked questions

Does SpidNums calculate or remit payroll?

No. SpidNums is not a payroll processor — your payroll tool calculates and remits. SpidNums tracks the recurring obligation around it: which clients have remittances on which cadence, whether this cycle's work is done, and who at the firm owns it.

How do different CRA remitter types fit into one system?

As per-client frequencies. CRA assigns each employer a remitter type, and you mirror that cadence on the client's remittance service — monthly for regular remitters, quarterly where CRA permits it. Accelerated remitters run inside the month, so firms track their within-month dates as ordered tasks in the period's project.

When are T4 slips due?

The last day of February, for the previous calendar year. In SpidNums, T4 season works best as its own annual service, so slip preparation appears in the Reminders feed as a distinct deadline rather than hiding inside the remittance cadence.

See this workflow with your own client list in it.

A tailored demo walks the exact steps above with your services and deadlines.