Contents
1 Introduction
2 End-of-Year Configuration
- Overview of End-of-Year Configuration Tasks
- Transmitter TRU Setup
- Element Setup
- Dynamic Payroll Relationship Group for Reports
- Year-End Balance Feeds
- Year-End Reporting Information Card Component
- Document Delivery Preferences Setup
- Year-End Documents Publish Date
- Year-End Balance Adjustments
- Create an Employer Liability Element
- Create an Information Element to Report Year-End Pension Adjustment
- Create Balance Feeds and Adjustments for End-of-Year Reporting
- T4 Box 29 Employment Code Reporting
- Employer Offered Dental Benefit Code Reporting
3 End-of-Year Archive
- Overview of End-of-Year Archive
- Archive End-of-Year Payroll Results Report
- View the Archive End-of-Year Payroll Results Output
4 Payroll Reconciliation
- End-of-Year Exception Report
- End-of-Year Register
- Employee Active Payroll Balance Report
5 Federal End-of-Year Slips
6 Quebec End-of-Year Slips
7 Electronic Interfaces
8 View Employee End-of-Year Slips
9 Corrections
10 Troubleshoot End-of-Year Reporting
11 Year-Begin
12 Appendix I: Year-End Slips Box Information
- T4 Slip Box Information
- T4A Slip Box Information
- RL-1 Slip Box Information
- RL-2 Slip Box Information
13 Appendix II: Balances Defined for Predefined Balance Groups
- Canadian T4 Balance Group
- Canadian T4A Balance Group
- Canadian RL-1 Balance Group
- Canadian RL-2 Balance Group
- Canadian Employer Liabilities Balance Group
- Canadian Tax Remittance Balance Group