Year-End Processing Cycle

The year-end processing cycle consists of these steps:

1. If the year-end forms were changed, populate the Canadian Year End Form Setup table (F77180) by running the R77180S program.

   You can access this program using Batch Versions.

2. Run year-end rollover programs to carry forward PDBAs with balances to the new year.

   (You carry forward PDBA balances to correctly process the payroll cycles in the new year.)

3. Verify the integrity of the tax history to ensure that you report the correct information to the government.

4. Run the Tax Area Transaction History Repost program (P77148A) to update the Tax Area Transaction History table (F06148).

5. If necessary, run the Tax Ledger Repost program (P77713) to update the Tax History table (F0713).

6. Set up this information, which is required for year-end processing:

   • Pension adjustment records for both employees and pensioners.

   • Year-end forms.

   • Special handling codes.

     Note: Run the Canadian Year-End Form Setup (F77180) Update program (R77180S) before setting up special handling codes.

7. Build year-end tables to retrieve the information that you need to print year-end forms.

8. Review the year-end information for accuracy before you report to the government.

   You can review year-end information online as well as through workfile integrity reports and audit reports.

9. Print year-end forms to give to employees.

10. Generate XML files to submit to the government.

11. Archive year-end information.