Year-End Balance Feeds

Before you start the end-of-year processing, review the balances required for year-end reporting. Many of the year-end balances are predefined for you, but if required, manually configure additional year-end balance feeds.

Use the Balance Definitions task under Payroll in My Client Groups on the Home page to manually configure the year-end feeds for balances that are reported on the year-end slips.

Note: Generally, the best practice is to create the year-end feeds using the same date that the balance is created. If you don't create it using the same date and it's the first year that you're configuring the feeds, set up the year-end balance feeds with an effective date prior to December, 31 of the calendar year you're reporting. Once this is configured, you need not make changes in the subsequent years.

T4 Predefined Balances

This table lists the balances that are automatically fed. You must manually establish feeds for the rest of the balances reported on year-end slips.

T4 Box	Box Definition	Predefined Balance
14	Employment Income	Gross Earnings Use the T4 Box 14 Adjustment balance to reduce box 14, if required.
16	Employee's Canada Pension Plan (CPP) Contributions	CPP Employee Withheld Note: If an employee is paid after the CPP Election Date on their tax calculation card, the CPP annual maximum contribution and CPP yearly maximum pensionable earnings are prorated based on the number of months in the year they were subject to CPP.If the employee contributed over this limit, the CPP Withheld is refunded and the CPP Taxable amount is adjusted to bring the year-to-date values in line with the prorated limits.
17	Employee's Quebec Pension Plan (QPP) Contributions	QPP Employee Withheld
18	Employee's Employment Insurance (EI) premiums	EI Employee Withheld
22	Income tax deducted	Federal Tax Withheld
24	EI Insurable earnings	EI Employee Taxable
26	CPP/QPP pensionable earnings	CPP Employee Taxable, QPP Employee Taxable
55	Provincial Parental Insurance Plan (PPIP)	Quebec Parental Insurance Plan Employee Withheld
56	PPIP insurable earnings	QPIP Employee Taxable

T4A Predefined Balances

This table lists the balances that are automatically fed. You must manually establish feeds for the rest of the balances reported on year-end slips.

T4A Box	Box Definition	Predefined Balance
22	Income Tax deducted	Federal Tax Withheld

RL-1 Predefined Balances

This table lists the balances that are automatically fed. You must manually establish feeds for the rest of the balances reported on year-end slips.

RL-1 Box	Box Definition	Predefined Balance
A	Employment income before source deductions	Gross Earnings
B	Quebec Pension Plan (QPP) contribution	QPP Employee Withheld
C	Employment Insurance (EI) premium	EI Employee Withheld
E	Quebec income tax (including the health contribution) withheld at source	Provincial Tax Withheld
G	Pensionable salary or wages under the Quebec Pension Plan (QPP)	QPP Employee Taxable
H	Quebec Parental Insurance Plan (QPIP) premium	QPIP Employee Withheld
I	Eligible salary or wages under the Quebec Parental Insurance Plan (QPIP)	QPIP Employee Taxable
O - Code RZ	Amount derived from more than one source	Derived by the Oracle Fusion application
Other Information B-1	Canada Pension Plan (CPP) contribution	CPP Employee Withheld Note: If an employee is paid after the CPP Election Date on their tax calculation card, the CPP Withheld and CPP Taxable annual maximum limits are prorated based on the number of months in the year they were subject to CPP. If the employee contributed over this limit, the CPP Withheld is refunded and the CPP Taxable amount is adjusted to bring the year-to-date values in line with the prorated limits.
Other Information G-1	Taxable benefit in kind	RL-1 Taxable Benefit Paid in Kind
Other Information G-2	Pensionable earnings under the Canada Pension Plan (CPP)	CPP Employee Taxable

RL-2 Predefined Balances

This table lists the balances that are automatically fed. You must manually establish feeds for the rest of the balances reported on year-end slips.

RL-2 Box	Box Definition	Predefined Balance
J	Quebec Income Tax Deducted	Provincial Tax Withheld

The element that you should feed to the year-end balances is the 'Results' element and not the 'Base' element. However, for elements with a primary classification of Information, you must use the 'Base' element for balance feeds. A Results element isn't created for Information elements.

Refer to the appendix at the end of this document for additional information about the Oracle Fusion balances that map to the individual boxes on the year-end slips.