Instructions and forms to fill them  

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Instructions and forms to fill them  

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Click on the form title, then follow the instructions to fill it out and submit it to us.
hmtoggle_plus1Form A - Year-to-date Adjustments (for telephone payroll clients only)

It is only required if you have not yet had your year-to-date amounts adjusted by our customer service following payments made by your company. Examples: taxable benefits, forgotten payments or bonuses paid directly by your company's accounting department.

A. Download the form

Go to the Contact-us function (Docum > Contact-us), and select the following options:

1.Topic: Year-end;

2.Subtopic: Transmit a year-end form;

3.In the Documents section, click on the Form A link to download it.

See an example of the form

NET-Pad et crayons-EN

B. Fill out the form

✓ Check box G-1 for a taxable benefit paid in kind.

✓  The above amounts will be subtracted from or added to your existing year-to-date figures.

✓  Please indicate negative amounts in parentheses. Example: ($200.13).

Important

⇨ The totals must be indicated otherwise the form will be returned to you. Use as many copies of this page as necessary.

⇨ Upon receipt of the corrected payroll record, and after having verified the accuracy of the changes, select your company in the Produce tax slips function on the payroll application to confirm your company’s tax slips production.

C. Submit the completed form

Once the form is completed, go to the Contact-us function (Docum > Contact-us), and select the following options:

1.Topic: Year-end;

2.Subtopic: Transmit a year-end form;

3.Click Add to include the form as an attachment;

4.Write a shot message in the text box.

5.Click Submit.
hmtoggle_plus1Form B - Pension Adjustments (for telephone payroll clients only)

It is only required if your company has pension adjustments to submit to us (box 52 on T4 income tax slips).

A. Download the form

Go to the Contact-us function (Docum > Contact-us), and select the following options:

1.Topic: Year-end;

2.Subtopic: Transmit a year-end form;

3.In the Documents section, click on the Form B link to download it.

See an example of the form

NET-Pad et crayons-EN

B. Fill out the form  

✓Enter rounded amounts only (no decimals).

✓   The above amounts will be subtracted from or added to your existing year-to-date figures.

✓   Please indicate negative amounts in parentheses. Example: ($200).

✓   Earning and deduction codes frequently used for pension adjustments are:

⇨D600 – Pension adjustment

⇨D726 – Pension adjustment

⇨G751 – DPSP (abbreviation for pension plan)

Important

⇨Make sure to enter the totals; otherwise, the form will be returned.

⇨Adjustments must be submitted before your final payroll of the year, and no later than before the tax slips are produced. To allow more time, you may use the Postpone tax slip production function.

⇨If you delayed tax slip production, once you’ve received the corrected Payroll Record and have verified the accuracy of the changes, you must select your company in the Produce tax slips function to confirm the production of the tax slips.

If you did not postpone production, the tax slips will be generated automatically.

Additional information

✓The pension plan registration number is a 7-digit number issued by the Canada Revenue Agency. It will appear in Box 50 of the T4 slip and Box 36 of the T4A slip. The number can be found in the special report List of T4 or T4A Slips. This report is billable and can be ordered during the year-end activities period.

✓No pension adjustment is required for an employee who passed away during the year.

✓For certain pension plans, the Pension Adjustment calculation may be automated and processed throughout the year. If that applies to your company, you only need to validate the data in the final Payroll Record of the year.

✓To check whether your company uses automated calculation, review the earnings or deductions shown in the year-to-date totals of eligible pension plan employees in one of your payroll records. If one of the following codes is present, the Pension Adjustment is calculated automatically.

C. Submit the completed form

Once the form is completed, go to the Contact-us function (Docum > Contact-us), and select the following options:

1.Topic: Year-end;

2.Subtopic: Transmit a year-end form;

3.Click Add to include the form as an attachment;

4.Write a shot message in the text box;

5.Click Submit.
hmtoggle_plus1Form C - 12 and 24 Period Frequencies

This form is only required if your company has a payroll frequency of 12 or 24 periods.

A. Download the form

Go to the Contact-us function (Docum > Contact-us), and select the following options:

1.Topic: Year-end;

2.Subtopic: Confirm processing schedule (Form C);

3.In the Documents section, click on the form link to download it.

See an example of the form

NET-Pad et crayons-EN

B. Fill out the form

1.Check the box on the form that corresponds to your payroll frequency (12 ou 24);

2.Enter the pay period dates (End date, Payable date, and Processing date) for each month.

C. Submit the completed form

Once the form is completed, go to the Contact-us function (Docum > Contact-us), and select the following options:

1.Topic: Year-end;

2.Subtopic: Confirm processing schedule (Form C);

3.Click Add to include the form as an attachment;

4.Write a shot message in the text box;

5.Click Submit.
hmtoggle_plus1Form D - Monthly Reports

This form is only required if your company uses monthly reports with a specific production date.
Examples: parity committee reports (SPD670 to SPD673), Period cost distribution report-SPD640-M, Monthly payroll summary report – SPD691, etc.

A. Download the form

Go to the Contact-us function (Docum > Contact-us), and select the following options:

1.Topic: Year-end;

2.Subtopic: Confirm monthly reports (Form D);

3.In the Documents section, click on the form link to download it.

See an example of the form

NET-Pad et crayons-EN

B. Fill out the form

✓Please circle the end date of each month’s final pay period to be included in your monthly reports.

✓The dates must match your payroll processing schedule.

C. Submit the completed form

Once the form is completed, go to the Contact-us function (Docum > Contact-us), and select the following options:

1.Topic: Year-end;

2.Subtopic: Confirm monthly reports (Form D);

3.Click Add to include the form as an attachment;

4.Write a shot message in the text box;

5.Click Submit.

 

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