1. Administering Payroll for Canada End-of-Year Processing
  2. Year-End Reporting Information Card Component

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:

  1. In the Person Management area, select Calculation Cards.

  2. Complete the fields in the Search section.

  3. Click Search to display a list of matching records.

  4. Select person.

  5. Search and select the Calculation Cards task under Payroll in My Client Groups on the Home page.

  6. Click Create to open the Create Calculation Card window.

  7. In the Name field, select Reporting Information.

  8. Click Continue to display the Calculation Cards page.

  9. To create the Year-End Data calculation component and component details, click Create in the Calculation Components section.

  10. In the Create Calculation Component window, select Year-End Data.

  11. Click OK.

    Note: The calculation component details are created by default for the related calculation component.

  12. On the new Year-End Data calculation component details row, click Edit > Correct.

  13. Enter the date of payment in the RL-2 RPP or DPSP Single Payment Date field.

  14. 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.

  • RL-2 Type of Income

  • RL-2 Type of Plan