Understanding Year-End Form Setup

You set up year-end forms so that the correct boxes on the forms will be set up for all the forms. The Canadian Year-End Processing module enables you to easily add and delete boxes as the year-end forms change from year to year.

Note:

You need to set up only those boxes that will contain amounts that the PDBAs generate through special handling. You can set up all boxes, but the system does not require you to set up boxes that will not be completed.

You must use the box numbers that are specified by the Canada Revenue Agency (CRA) and Ministere du Revenu du Québec for specific forms. The print programs arrange information on year-end forms based on the box number. If you use different box numbers, the forms will not print correctly.

You use the Year-End Form Setup program (P77180) to revise information in the Canadian Year-End Form Setup table (F77180). The system uses the information in this table when you build year-end tables, review year-end information, and print year-end forms.

Important: Before you set up and process year-end information, you must run the Canadian Year-End Form Setup (F77180) Update program (R77180S) to populate the F77180 table with the information that is available from the CRA and Ministere du Revenu du Québec. You should review the year-end form setup to verify that the information is current. You must run this program before you set up special handling information.