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  • Title and Copyright Information
  • Preface
  • 1 Introduction to JD Edwards EnterpriseOne Canadian Payroll Year-End Processing
    • Canadian Payroll Year-End Processing Overview
    • Canadian Payroll Year-End Processing Implementation
  • 2 Understanding Payroll Year-End Processing
    • Supported Year-End Tax Forms
    • Release Levels
    • Year-End Processing Features
    • System Tables
    • Year-End Processing Cycle
    • Year-End Processing Checklist
  • 3 Setting Up Year-End Processing
    • Setting Up Year-End Forms
      • Understanding Year-End Form Setup
      • Understanding Special Handling
      • Forms Used to Set Up Year-End Forms
      • Updating Year-End Form Setup
      • Revising Year-End Form Setup
      • Setting Up Special Handling
      • Copying Special Handling Codes
    • Setting Up Pension Records
      • Understanding Pension Records
      • Understanding the Pension Batch Maintenance Update Program
      • Understanding Individual Pension Records
      • Form Used to Set Up Pension Records
      • Creating Multiple Pension Records
      • Setting Processing Options for Pension Batch Maintenance Update (R77230)
        • Defaults
      • Creating Individual Pension Records
  • 4 Processing Year-End Rollovers
    • Understanding Year-End Rollovers
    • Processing Year-End Rollovers
      • Prerequisites
      • Form Used to Process Year-End Rollovers
      • Setting Processing Options for Year-End Rollover (P07390)
        • Process
      • Rolling Over PDBAs
      • Reviewing Year-End Rollover Reports
  • 5 Verifying Payroll History Integrity
    • Understanding Payroll History Integrity
    • Verifying the Integrity of Payroll Detail History
      • Understanding the Canadian Payroll History Audit Report
      • Running the Canadian Payroll History Audit Report
      • Setting Processing Options for the Canadian Payroll History Audit Report (R77703)
        • Print
    • Verifying Tax History Integrity
      • Understanding Tax History Integrity
        • Understanding the F0713 Integrity Report
        • Error Codes for the F0713 Integrity Report
      • Setting Processing Options for the F0713 Integrity Report (R777011)
        • Process
      • Running the F0713 Integrity Report (R777011)
    • Verifying Employment Insurance History Integrity
      • Understanding Employment Insurance History Integrity
      • Setting Processing Options for the EI Integrity Report (R77015)
        • EI Integrity
        • Versions
      • Running the EI Integrity Report (R77015)
    • Verifying Employment Insurance Hour Integrity
      • Understanding Employment Insurance Hour Integrity
      • Setting Processing Options for F06176 Hour Validation (R77020)
        • EI Hour
      • Running F06176 Hour Validation (R77020)
    • Revising Employment Insurance History
      • Understanding Revisions to Employment Insurance History
      • Forms Used to Revise Employment Insurance History
      • Setting Processing Options for EI History (P776176)
        • Defaults
      • Revising an Employment Insurance History Record
  • 6 Reposting Historical Information
    • Understanding Historical Information Repost
    • Reposting Tax Area Information
      • Understanding Tax Area Transaction History Repost
      • Prerequisite
      • Forms Used to Repost Tax Area Information
      • Reposting Tax Area Transaction History
    • Reposting Tax Ledger Information
      • Understanding Tax Ledger Repost
      • Form Used to Repost the Tax Ledger
      • Reposting the Tax Ledger
  • 7 Processing Year-End Information
    • Understanding Year-End Workfiles
    • Setting Up Year-End Workfiles
      • Understanding Year-End IDs
      • Prerequisites
      • Forms Used to Set Up Year-End Workfiles
      • Creating and Submitting a Year-End ID
      • Setting Up Year-End Reports, Forms, and Magnetic Media
    • Adjusting Year-End Forms
      • Understanding Adjustments
      • Forms Used to Adjust Year-End Forms
      • Entering Adjustments for Year-End Forms
      • Adding Case Code O Codes as Adjustments
    • Resetting Year-End Steps
      • Understanding Workfile Resets
      • Forms Used to Reset Year-End Steps
      • Resetting Year-End Workfiles
      • Resetting Status Codes
      • Creating a T4 Year-End Form Manually
        • Identifying a Manual T4 Record
        • Manually Adding T4 Records
        • Employer CPP and EI Portions for manual T4 records
        • Maintaining Manual T4 Records
        • Deleting a Manual T4 Record
        • Creating a T4 Year-End Form Manually
  • 8 Reporting Year-End Information
    • Submitting Year-End Reports, Forms, and Magnetic Media
      • Understanding the Submission of Year-End Reports, Forms, and XML Files
        • Generating XML Files
      • Prerequisite
      • Forms Used to Submit Year-End Reports, Forms, and XML Files
      • Submitting Year-End Reports, Forms, and XML Files
    • Reviewing Workfile Integrity Reports
      • Understanding Workfile Integrity Reports
        • Error Codes for the Workfile Integrity Reports
        • Setting Processing Options in T4 Integrity Report (R77415)
          • Defaults
      • Printing Workfile Integrity Reports
    • Printing Year-End Forms
      • Understanding the Year-End Print Programs
        • Individual Forms
      • Prerequisite
      • Forms Used to Print Year-End Forms
      • Setting Processing Options for Print T4 Forms - Employee Copy (R77410)
        • Print
      • Setting Processing Options for Print Relevé 1 Forms (R77420)
        • Print
      • Setting Processing Options for Print Releve 2 Forms (R77440)
        • Print
      • Setting Processing Options for Print T4A Forms (R77430)
        • Print
      • Setting Processing Options for Print NR4 Forms (R77450)
        • Print
      • Printing Multiple Year-End Forms
      • Printing Individual Year-End Forms
      • Generating Year-End Forms Using BI Publisher
        • Generating T4 Year-End Forms using BI Publisher
        • Generating T4A Forms by Using BI Publisher
        • Generating NR4 Forms by Using BI Publisher
        • Generating Releve 1 Forms by Using BI publisher
        • Calculating of Sequential Numbers on Releve 1 BIP Forms
        • Generating Releve 2 Forms by Using BI Publisher
        • Calculating of Sequential Numbers on Releve 2 BIP Forms
    • Creating Magnetic Media
      • Understanding Magnetic Media
        • Audit Reports
        • XML File Location
        • Relevé 1 and Relevé 2 Forms
        • Summary Record Totals
      • Setting Processing Options for Create T4 Magnetic Media File and Audit Report (R77501)
        • Versions
      • Setting Processing Options for Create Relevé 1 Magnetic Media File and Audit Report (R77502)
        • Versions
      • Setting Processing Options for Create T4A Magnetic Media File and Audit Report (R77503)
        • Versions
      • Setting Processing Options for Create Relevé 2 Magnetic Media File and Audit Report (R77504)
        • Versions
      • Setting Processing Options for Create NR4 Magnetic Media File and Audit Report (R77505)
        • Versions
      • Setting Processing Options for Create T4 Magnetic Media Table – XFLAT Format (R89772001X)
        • Defaults
        • Workfile
        • Contact
        • Company
      • Setting Processing Options for Create Relevé 1 Magnetic Media (R89772002X)
        • Defaults
        • Workfile
        • Technical
        • Accounting
      • Setting Processing Options for Create T4A Magnetic Media Table – XFLAT Format (R89772003X)
        • Defaults
        • Workfile
        • Contact
        • Company
      • Setting Processing Options for Create NR4 Magnetic Media – XFLAT Format (R89772005X)
        • Defaults
        • Workfile
        • Contact
      • Setting Processing Options for Create Relevé 2 Magnetic Media (R89772006X)
        • Defaults
        • Workfile
        • Technical
        • Accounting
    • Archiving Year-End Information
      • Understanding Year-End Archiving
        • Amendments to Archived Information
      • Forms Used to Archive Year-End Information
      • Archiving Year-End Forms
      • Amending Archived Information
        • Printing XML File of a Revised Amendment Record (Release 9.2 Update)
  • 9 Appendix A - Sample Forms
    • T4 - Statement of Remuneration Paid
    • T4A - Statement of Pension, Retirement, Annuity and Other Income
    • Relevé 1 - Revenus d'emploi et revenus divers (Provincial Wage and Income Earnings Statement)
    • Relevé 2 - Revenus de retraite et rentes (Provincial Pension, Retirement and Annuity Statement)
    • NR4 - Statement of Amounts Paid or Credited to Non-Residents of Canada
  • 10 Appendix B - Information Sources for Forms
    • Year-End Forms
      • T4 Boxes
      • T4A Boxes
      • Relevé 1 Boxes
      • Relevé 2 Boxes
      • NR4 Boxes
  • 11 Appendix C - JD Edwards EnterpriseOne Canadian Payroll Year-End Processing Reports
    • JD Edwards EnterpriseOne Canadian Payroll Year-End Processing Reports: A to Z
    • JD Edwards EnterpriseOne Canadian Payroll Year-End Processing Reports: Selected Reports
      • R77413 - Canadian Year End Audit Reports
      • Data Selection for Canadian Year-End Audit Reports
      • Data Sequence for Canadian Year-End Audit Reports
      • Processing Options for Canadian Year-End Audit Reports (R77413)
        • Print
      • R77864 - Special Handling Report
      • Processing Options for Special Handling Report (R77864)
        • Print
        • T4
        • R1
        • T4A
        • R2
        • NR4