Activities to perform prior to the production of income tax slips if YTD adjustments are required

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Activities to perform prior to the production of income tax slips if YTD adjustments are required

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For help on any subject relating to your company's year-end activities, please use the Contact us function (Docum > Contact us).

avertissemnt jaune If no adjustments are required after the first payroll processing of the year, that the codes for maximum dental care protection are entered (new for 2023) and your pension adjustments are automatized, the production date and delivery week (if applicable) of your income tax will be communicated to you via email. No intervention is required on your part.

If you have year-to-date adjustments to make or pension adjustments to add, the following information concerns you.

1Postponing tax slips production (before december 31, productions are automated and start mid-January)

2Adjust YTD and send pension adjustment amount

Explanation:

You still have time to adjust your year-to-date data and add pension adjustments as well as pension registration numbers. However, you will be responsible to make agencies remittances.

Warning Caution!

✓Employee banks: Note that the adjustments made after the first payroll of the year do not automatically adjust employee banks.

✓General Ledger Interface: Also, note that the adjustments made after the first payroll of the year do not adjust the solution’s data.

✓Fees per adjustment request: Since the fees apply to each adjustment procedure, we recommend that you issue a single request.

✓Payroll processing and adjustments on the same day: Process the pay before proceeding with year-end adjustments.

Fees to expect:

Téléphone

▪The fees will be applied to the corrected payroll record and added to the other applicable fees, based on the rate effective at the time of the request.

Internet

▪If you enter your adjustments: fees will be applied for the corrected payroll record, based on the rate effective at the time of the request.

▪If we make the adjustments on your behalf: fees will be applied for the corrected payroll record and added to the other applicable fees, based on the rate effective at the time of the request.

 

Forms to use:

If you want our customer service to make the corrections for you, please complete and transmit us the following forms:

–Form A – Adjustments to Year-to-date (click here to access the form)  

–Form B – Pension Adjustments (click here to access the form)  

–OR the YTD Adjustments and Pension Adjustments Excel file, which combines both forms (Docum > Documentation)

Deadline: Allow five business days between reception of the forms and data entry.

 

Benefits:

▪Avoid the production of incorrect income tax slips and governmental penalties.

▪Making the adjustments within the prescribed deadlines will avoid you service and additional reproduction fees.

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To read the written procedures and watch the video tutorials, click here.

3Producing tax slips

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