Understanding Adjustments

Before you print year-end forms, you should make the required adjustments or corrections. This ensures that the system prints correct information on year-end forms.

Note: If you need to make adjustments after you have printed year-end forms, you must reprint year-end forms after you have made the adjustments. Provide the corrected forms to the employees for whom you made the adjustments. Reprinting the year-end forms will also help you to create accurate audit reports.

If you have not set up special handling code tables for boxes, you can enter information manually for specific boxes that appear on year-end forms. For example, if you have to enter information in Box 73 of the T4 form for an employee, you must enter it as an adjustment. Box 73 represents the number of days outside of Canada.

You can also use adjustments to add Case Code O codes to Relevé1 forms.

You can use adjustments to enter employment codes (Box 29) if you have only a few employees for whom you must enter employment codes. You can also use these adjustments, if you did not specify the payroll category code that contains employee code information when you created the year-end ID.

When you make an adjustment to an employee's record, the system saves the original amount and the adjusted amount. If you make further adjustments, the new adjusted amount replaces the previous adjusted amount.