Forms Used to Adjust Year-End Forms

Form Name

FormID

Navigation

Usage

Work With Canadian Year-End Workbench

W77100A

Canadian Year End (G07BTAXCA), Canadian Year End Workbench

Locate and work with year-end IDs.

Work With Documents by Employee

W77100B

On the Work With Canadian Year-End Workbench form, select the row that contains the year-end ID that you want to review, and select Document Inquiry. Then, from the Row menu, select Employee Doc. Inq.

Review the year-end forms included in the year-end ID by employee. Also, use this form to delete the cancelled forms based on employee.

Work With Documents by Form

W77100C

On the Work With Canadian Year-End Workbench form, select the row that contains the year-end ID that you want to review, and select Document Inquiry. Then, from the Row menu, select, Form Doc. Inquiry.

Review the year-end forms included in the year-end ID by form. Also, use this form to delete the cancelled forms based on form type.

Display T4 Information

W77200A

On the Work With Documents by Employee form or Work With Documents by form, select a row that contains the T4 form that you want to review. Then, from the Row menu, select Detail.

Enter adjustments for T4 forms.

Display T4A Information

W77200C

On Work With Documents by Employee or Work With Documents by Form, select a row that contains the T4A form that you want to review. Then, from the Row menu, select Detail.

Enter adjustments for T4A forms.

Display Relevé 1 Information

W77200B

On Work With Documents by Employee or Work With Documents by Form, select a row that contains the Relevé 1 form that you want to review. Then, from the Row menu, select Detail.

Enter adjustments for Relevé 1 forms.

Display Relevé 2 Information

W77200E

On Work With Documents by Employee or Work With Documents by Form, select a row that contains the Relevé 2 form that you want to review. Then, from the Row menu, select Detail.

Enter adjustments for Relevé 2 forms.

Display NR4 Information

W77200F

On Work With Documents by Employee or Work With Documents by Form, select a row that contains the NR4 form that you want to review. Then, from the Row menu, select Detail.

Enter adjustments for NR4 forms.

Employee Special Handling Detail

W77220A

On Display T4 Information, Display T4A Information, Display Relevé 1 Information, Display Relevé 2 Information, or Display NR4 Information, select the row that contains the value in question. Then from the Row menu, select EE Detail or EE Review.

Determine which PDBA (pay type, deduction, benefit, or accrual) is producing a special handling value.

Special Handling Adjustments

W77220B

On the Employee Special Handling Detail form, select Adjustment from the Form menu.

Adjust Case Code O codes.