Overview of End-of-Year Configuration Tasks

Before beginning your end-of-year reporting, perform the configuration tasks for these items:

• Reporting for Quebec

• Transmitter and non-transmitter TRUs

• Element setup

• Year-end balance feeds

• Year-End Reporting Information card component

• Document delivery preference setup (to allow employees to view their year-end documents in self-service)

• Year-End Documents Publish Date

• T4 Box 29 Employment Code

• T4 and T4A Employer Offered Dental Benefit Code