Reviewing Year-End Information

Before you print year-end forms, review the information in the workfiles. This ensures that the system prints the correct information on year-end forms.

You can review all of the workfile builds that you create and the status of each. You can also review the amounts in each box on the forms.

You use this information to determine when you can proceed to the next step in the process. This information can also help you determine whether any errors occurred during the processing that would require you to rerun a step.

The review programs access information in the following tables:

Program	Tables
Employee T4 Summary Review	T4 Workfile (T07730) T4 Adjustments Workfile (T07740) Employee Master (F060116)
Employee T4A Summary Review	T4A Workfile (T07732) T4A Adjustment Workfile (T07742) Employee Master (F060116)
Employee Relevé 1 Summary Review	Relevé 1 Workfile (T07731) Relevé 1 Adjustment Workfile (T07741) Employee Master (F060116)
Employee Relevé 2 Summary Review	Relevé 2 Workfile (T07733) Relevé 2 Adjustment Workfile (T07743) Employee Master (F060116)
Employee NR4 Summary Review	NR4 Workfile (T07734) NR4 Adjustment Workfile (T07744) Employee Master (F060116)

To review year-end information

Following is an example using T4 forms, to review other forms, use the same steps but choose the corresponding options.

To view additional fields for Relevé 1 forms, you can access Relevé Additional Information (P077354) from Employee Relevé Summary Review by entering 4 in the Option field.

Navigation

From Canadian Year End Processing (G77247), choose Version Review

1. On Version Review, review the following fields:

   • ID

   • Description

   • User ID

   • TS (Tax Identification Summation)

   • W1 (T4/Relevé 1 Workfile Build)

   • T4 (T4 Print Status)

   • R1 (Relevé 1 Print Status)

   • W2 (T4A/Relevé 2/NR4 Workfile Build)

   • R2 (Relevé 2 Print Status)

   • TA (T4A Print Status)

   • NR (NR4 Print Status)

   • AR (Archived)

   • Year

   

2. Enter 1 in the Option field next to the workfile build that you want to review.

   

3. On Employee T4 Summary Review, complete the Skip to Employee field and click Enter.

4. Access the detail area.

   The system highlights negative values.

   

Field	Explanation
Tax Identification Summation	A code that specifies whether companies with the same corporate tax ID are to be summarized into one reporting record. To specify a parent, enter a parent company number in the detail area of the Corporate Tax ID form on the Taxes and Insurance menu, G7744. If you do not specify a parent company, the Workfile Build uses the lowest company number as the parent. Note: When summarizing by tax ID, J.D. Edwards recommends that you enter the parent company numbers in the detail area of the Corporate Tax ID form. The parent company number for the parent company is its own company number.
T4/ Relevé Workfile Build	A code that indicates the current status (stage) of the workfile in the Relevé 1 and T4 processing cycles. Valid values are: blank - the workfile build step has not been run. A the workfile build step is currently active or on the job queue. 1 the workfile build step has finished normally.
T4 Print Status	A code that indicates whether the form has been printed. Valid values are: blank – The form has not been printed. A – The form is currently printing and considered active. B – The form was bypassed and will not be printed. C – The forms and XML file have been produced. F – The form has been printed. M – The magnetic media table only has been created. X – The XML file only has been produced.
Relevé 1 Print Status	A code that indicates whether the form has been printed. Valid values are: Blank – The form has not been printed. A – The form is currently printing and considered active. B – The form was bypassed and will not be printed. C – The forms and XML file have been produced. F – The form has been printed. M – The magnetic media table only has been created. X – The XML file only has been produced.
T4A/Relevé 2/NR4 Workfile Build	A code that indicates the current status (stage) of the workfile in the Relevé 2, T4A, and NR4 processing cycles. Valid values are: blank – The workfile build step has not been run. A – The workfile build step is currently active or on the job queue. 1 – The workfile build step has finished normally.
Relevé 2 Print Status	A code that indicates whether the form has been printed. Valid values are: blank – The form has not been printed. A – The form is currently printing and considered active. B – The form was bypassed and will not be printed. C – The forms and XML file have been produced. F – The form has been printed. M – The magnetic media table only has been created. X – The XML file only has been produced.
T4A Print Status	A code that indicates whether the form has been printed. Valid values are: blank – The form has not been printed. A – The form is currently printing and considered active. B – The form was bypassed and will not be printed. C – The forms and XML file have been produced. F – The form has been printed. M – The magnetic media table only has been created. X – The XML file only has been produced.
NR4 Print Status	A code that indicates whether the form has been printed. Valid values are: blank – The form has not been printed. A – The form is currently printing and considered active. B – The form was bypassed and will not be printed. 1 – The form has been printed.
Archived	A code that indicates whether the version has been archived. Valid values are: 0 – The version has not been archived (default). 1 – The version has been archived.
Year	The calendar year for the workfile build.