Year-End Reporting Information Card Component
Use the Reporting Information calculation card to capture year-end data required for reporting. Use the component Year-End Data to capture this information.
RL-2 Additional Information Code C-10
If the amount entered in Box C includes a single payment made under a registered pension plan (RPP) or a deferred profit-sharing plan (DPSP), report C-10 followed by the date of the payment. Use the Reporting Information calculation card's Year-End Data component to capture this date.
If required, add the Reporting Information card within the reporting year. Then add the card component, component detail, and populate the RL-2 RPP or DPSP Single Payment Date field with the date of the payment.
To create the Reporting Information card:
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In the Person Management area, select Calculation Cards.
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Complete the fields in the Search section.
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Click Search to display a list of matching records.
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Select person.
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Search and select the Calculation Cards task under Payroll in My Client Groups on the Home page.
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Click Create to open the Create Calculation Card window.
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In the Name field, select Reporting Information.
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Click Continue to display the Calculation Cards page.
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To create the Year-End Data calculation component and component details, click Create in the Calculation Components section.
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In the Create Calculation Component window, select Year-End Data.
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Click OK.
Note: The calculation component details are created by default for the related calculation component. -
On the new Year-End Data calculation component details row, click Edit > Correct.
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Enter the date of payment in the RL-2 RPP or DPSP Single Payment Date field.
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Click Save.
RL-2 Type of Income and Plan
Use the Reporting Information card's Year-End Data component to capture the fields below. These fields are available to override the source of income for an employee. Enter the RL-2 Type of Income. If none of the options apply, select 'Other plan or fund’ and enter the RL-2 Type of Plan field. This will report 'AUTRE' in the Provenance box along with Other Info code 201.
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RL-2 Type of Income
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RL-2 Type of Plan