Forms Used to Archive Year-End Information

Form Name

FormID

Navigation

Usage

Work With Canadian Year-End Workbench

W77100A

Canadian Year End (G07BTAXCA), Canadian Year End Workbench

Select the year-end ID for which you want to archive or amend year-end forms.

You can amend only those year-end IDs that have been archived. Archived year-end IDs have a 1 in the Archive Status field.

Canadian Year-End [Archive]

W77250A

On the Work With Canadian Year-End Workbench form, select the year-end ID that you want to archive. Then, from the Row menu, select Archive.

Archive all of the year-end forms for a year-end ID.

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. Then from the Row menu, select Document Inquiry, and then Employee Doc. Inq.

Search by employee and select an individual archived year-end form to amend.

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. Then from the Row menu, select Document Inquiry, and then Form Doc. Inquiry.

Search by form and select an individual archived year-end form to amend.