Managing year-end reports

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Managing year-end reports

Access: Year-end > Manage year-end report

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Information to stay compliant here

Several summary reports are available as of November 1st. However, you must request them to have access to these reports, which will allow you to validate your year-to-date calculations and ensure Pay and HR data integrity.

WarningIf you ordered the reports last year, they will automatically be sent and billed to you this year. To modify the requests and avoid unnecessary fees, access the Manage year-end report function.

Any deduction difference in your payrolls processing identified by our system must be adjusted.

Use the Pensionable and insurable earnings review (PIER) to validate whether differences have been identified in your payrolls processing (Reports > Payroll reports (XML, CSV)).

 

▪Make sure you validate the integrity of the data printed on your tax slips to ensure conformity with governmental requirements.

The T4LIST – List of government statements (T4, T4A, REL1) year-end report will provide valuable assistance for this activity. It indicates earnings and deductions that will be included on each employee’s tax slips.

Warning Note that:

▪If the report is produced BEFORE tax slips production, the data for year 2023 will be printed.

▪If the report is produced AFTER tax slips production, the data for year 2024 will be printed.

 

Benefit: Maintain payroll data integrity in order to ensure conformity with governmental regulations and avoid penalties for incorrect pay slips.

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Watch the "How to order year-end reports?" video tutorial here

 

Discover the year-end reports here

Pass the mouse over the pink icons to discover the explanations.

Help+Manual Main Window

 

 

Reference table for useful year-end reports here

⇨The reports listed are the most commonly used reports during the year-end period.

⇨The price of billable reports is displayed in the Manage year-end report screen.

Title of the report

Where to concult it?

Is it billable?

Production frequency

Incomplete employee records - SPD642

Reports > Annual reports > Annual reports

Yes

According to your choice

(Immediately, Year-end or With tax slips - Manage year-end report screen)

T4 summary (T4, T4A, Rel.1) - T4SOMM

Reports > Annual reports > Annual reports

Yes

Automatically with tax slips

AND/OR

According to your choice in the Manage year-end report screen

List of government statements (T4, T4A, Rel.1) - T4LIST

Reports > Annual reports > Annual reports

Yes

According to your choice

(Immediately, Year-end or With tax slips - Manage year-end reports screen)

List of boxes (T4, T4A, Rel.1) - T4CASE

Reports > Annual reports > Annual reports

Yes

According to your choice

(Immediately, Year-end or With tax slips - Manage year-end report screen)

SST/WCB report - SPD630

Reports > Annual reports > Payroll results (PDF)

Yes

According to your choice

(Immediately, Year-end or With tax slips - Manage year-end report screen)

CNT report - SPD636

Reports > Annual reports > Payroll results (PDF)

Yes

According to your choice

(Immediately, Year-end or With tax slips - Manage year-end report screen)

Payroll record - Annual - T4S603

Reports > Annual reports > Annual reports

Free

Annual

Automatically with tax slips

Consolidated remittances - Annual - T4R029

Reports > Annual reports > Annual reports

Free

Annual

Automatically with tax slips

Payroll record - SPD603

Reports > Payroll results > Payroll results (PDF)

Free

Following each payroll period processed

Automatic

Agencies remittances - SPD615

Reports > Payroll results > Payroll results (PDF)

Free

Following each payroll period processed

Automatic

Pensionable and Insurable Earnings Report (PIER)

Reports > Payroll results > Payroll results (XML, CSV)

Free

Following each payroll period processed

Automatic

Steps to follow

This function enables you to view examples of year-end reports as well as to order or cancel them.

Important

If you requested reports in previous years (selected reports and checked boxes under Year-end reports included in your service agreement), they will be available automatically this year and subsequent years. If you do not want to receive these reports, simply deactivate the appropriate boxes.
hmtoggle_plus1Ordering a report

1Under Year-end reports included in your service agreement, click on Add a report.  

2Select the Company and the Report.
If you check:

✓ Immediate production: the electronic format will be available 1:30 following the request, the paper format will be available within 48 hours.

✓ For the Year-end: the report will be produced with the last payroll of the year.

✓ With slips: the report will be produced at the same time as the income tax slips.

3Determine the report format and production frequency by clicking on the relevant boxes.

4Click on Save to complete the procedure.  

Things to remember

Click on History to view the previous requests.  
hmtoggle_plus1Consulting examples of reports

1Under Report samples available, click on the report hyperlink.  

2View the PDF file that includes detailed and explanatory information about the selected report.

hmtoggle_plus1Cancelling a report

1Under Year-end reports included in your service agreement, click on x bleu icon associated with the rapport.  

▪A message will confirm the cancellation of the report.

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