Forms Used to Set Up Year-End Workfiles

Form Name	FormID	Navigation	Usage
Work With Canadian Year-End Workbench	W77100A	Canadian Year End (G07BTAXCA), Canadian Year End Workbench	Create and work with year-end IDs.
Year-End Revisions	W77100D	On the Work With Canadian Year-End Workbench form, click Add.	Create and submit a year-end ID for processing.
Report Setup	W77101E	On the Work With Canadian Year-End Workbench form, select the row that contains the year-end ID for which you are setting up reports, and then select Print Setup from the Row menu.	Set up the year-end reports, forms, and magnetic media programs for a year-end ID. You must create and submit a year-end ID before you can set up its reports, forms, and magnetic media.
Reports Model	W77101F	On the Report Setup form, select the first blank row in the detail area and then select Reports Model from the Form menu.	Select reports from the Reports Model, and assign them to 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 select Document Inquiry, and then Employee Doc. Inq. from the Row menu.	Review the year-end forms included in the year-end ID for each 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 then select Document Inquiry, and then Form Doc. Inquiry from the Row menu.	Review the year-end forms included in the year-end ID by form.
Display T4 Information	W77200A	On Work With Documents by Employee or Work With Documents by Form, select a row that contains the T4 form that you want to review, and then select Detail from the Row menu.	Review the information that the system will print on the T4 form that you selected for the employee that you selected. The amounts in the header area are generated from tax history information. The amounts in the detail area are generated through special handling.
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, and then select Detail from the Row menu.	Review the information that the system print on the T4A form that you selected for the employee that you selected. The amounts in the header area are generated from tax history information. The amounts in the detail area are generated through special handling.
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, and then select Detail from the Row menu.	Review the information that the system will print on the Relevé 1 form that you selected for the employee that you selected. The amounts in the header area are generated from tax history information. The amounts in the detail area are generated through special handling.
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, and then select Detail from the Row menu.	Review the information that the system will print on the Relevé 2 form that you selected for the employee that you selected. The amounts in the header area are generated from tax history information. The amounts in the detail area are generated through special handling.
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, and then select Detail from the Row menu.	Review the information that the system will print on the NR4 form that you selected for the employee that you selected. The amounts in the header area are generated from tax history information. The amounts in the detail area are generated through special handling.
Employee Special Handling Detail	W77220A	On Display T4A Information, Display Relevé 1 Information, Display Relevé 2 Information, or Display NR4 Information, select the row containing the value in question and select EE Detail or EE Review from the Row menu.	Determine which PDBA is producing a special handling value.
DBA Transaction Detail Inquiry	W77148C	On the Employee Special Handling Detail form, select a row and click Select.	Review detailed transaction history for a PDBA.