Prepare for Tax Season

Thursday, January 11, 2018

As tax season approaches, ensure your UBC employment records contain updated personal information and preferences.

As employers, UBC may be required to send documents to your home address and our aim is to make communicating with you as easy as possible. Take a few minutes to review the items below.

Opt-in to Receive an Electronic T4

Opting-in to receive an electronic T4 allows you to download your own T4 once it’s ready and prevents any delays that can occur via mail. You can do this via the Management Systems Portal.

  • Log-in using your CWL (campus wide login)
  • Click the HRMS Self Service tab
  • Under My Pay, select Year End Slips
  • If you have not already agreed, the website will prompt you to agree to receive your T4 online—choose Yes
  • If you have already agreed, you will see all of your available year-end slips in date order.

Update your Home Address

Ensure your home address is accurate by accessing your file via the Management Systems Portal.

  • Log-in using your CWL (campus wide login)
  • Select the HRMS Self Service tab
  • Under myPersonal Info, select Personal Summary
  • Click the button Change home/mailing address and select Edit if you need to update your address.

Review your Email Address

Review your email addresses and phone numbers in the event the Payroll, Benefits or Pension staff need to connect with you quickly.

  • Using the same instructions above, you can update your email addresses and phone numbers under Personal Summary.

Sign up on the Canada Revenue Agency website

Visit the Canada Revenue Agency (CRA) website if you wish to manage your personal tax affairs online, such as viewing your past years' T4s.

Did you know that your CWL (campus wide login) is still valid for 18 months after your employment at UBC ends?

If you have trouble using your CWL, contact UBC IT Services for assistance.

  • UBC Vancouver: 604-822-2008
  • UBC Okanagan: 250-807-9611
  • Online: UBC Vancouver and Okanagan - Desktop Services

Many questions about UBC Payroll are answered on Your Pay. If you have further inquiries, please contact Payroll via email or phone 604-822-2187.