Run the End-of-Year Register

Oracle Fusion Human Capital Management for Canada delivers the Run End-of-Year Reports task to process and generate the end-of-year register. You must review and verify this information prior to distribution of the statutory year-end slips.

As a payroll manager or payroll administrator, use the Run End-of-Year Reports task from the Regulatory and Tax Reporting area under Payroll on the Home page to generate the register report.

Prerequisites

Before you run this report, you must run the Archive End-of-Year Payroll Results report. The information reported in the end-of-year register comes from the end-of-year archive process.

Parameters

Enter these parameters to run the End-of-Year Register report.

Flow Pattern

Select Run End-of-Year Reports.

Payroll Flow

Enter a payroll flow name.

Note: It’s best practice to name the flow so that you can easily identify the process later. This is helpful while searching so you can determine what you have already run or if you need to rollback any process.

Tax Report Year

Select the 4-digit tax year.

Year End Report

Select the report that you want to validate. Valid values are T4, T4A, RL-1, and RL-2.

Report Type

Select Original. The values you can select are Original, Amended, and Cancelled.

Format

Select Register to preview the information before generating the final year-end slip.

Transmitter

Select a transmitter, if you want to run the report by a transmitter. If you have selected a transmitter, the list displays only those TRUs that transmit data using this transmitter TRU. The list includes only those TRUs for which the data is archived. However, if you haven’t selected a transmitter, data is processed for all TRUs for which the data is archived.

Tax Reporting Unit

Select a TRU, if you want to run the report by a TRU. The list includes only those TRUs for which the data is archived. However, if you haven’t selected a TRU, report is processed for all TRUs for which the data is archived.

Payroll Relationship Group

Select the payroll relationship group name, if you have defined one. For example, you can create a group to process all employees within a specific province or process the report for terminated employees.

Note: Use the Object Groups task under Payroll in My Client Groups on the Home page to define the payroll relationship group before you can select it here.

Province

Select a province, if you want to run the report for a specific province. For RL-1 and RL-2, the field displays only Québec. Also, it’s blank for T4A.

Print Employer Address

This only applies to the T4 and T4A PDF Draft or PDF Final formats. The default value for this field is No.

Print Instructions

This applies only to the PDF Draft or PDF Final format.

Sort Option One

Select Location, Payroll, or Province.

Sort Option Two

Select Location, Payroll, or Province. The options presented to you for selection is dynamically changed depending on your selection in the previous Sort Option parameter.

Sort Option Three

Select Location, Payroll, or Province. The options presented to you for selection is dynamically changed depending on your selection in the previous Sort Option parameter.

Note: If location or payroll are selected as sort options, they’re displayed as separate columns in the T4 register output. If the province is selected as a sort option, the value is displayed in Box 10 column of the T4 register output.

Process Configuration Group

Select the process configuration group name, if you have defined any. This field is used for logging and reporting purposes.

Note: Use the Payroll Process Configuration task under Payroll in My Client Groups on the Home page to define the process configuration group, before you can select it here.

Copyright Message

This field holds a read-only copyright message for the PDF Draft or PDF Final format. It’s not reported on the actual slips.

Results

Report Output

The report output is a spreadsheet. It displays information or amounts reported in each box of the year-end slip for all employees in a specified transmitter or TRU in a reporting year.