Everything you need for 2026 year-end

Year-end made simple. Use our updated resources and checklists to wrap up 2026 with confidence and process your first 2027 pay with ease.

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Year-End Payroll Checklists

Each checklist guides you through every step in the right order, so nothing gets missed. Complete them one by one to navigate year-end smoothly and with confidence.

Coming soon

2026 updates are on the way. Each checklist is being refreshed for 2026 year-end. Check back soon for the latest versions or sign up here to get them delivered right to your inbox.

Checklist

Year-End Prep

Checklist

Year-End Process

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Get the Tax Slip Processing Checklist

Checklist

Tax Slip Process

Year-End Webinars

Our year-end webinars are on the calendar! Register for live sessions below or click to watch the recording of past sessions.

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Skill-Up with Avanti

Year-End Preparation Checklist

Wednesday, November 4 @ 11:00 am MT (1:00 pm ET)

We’ll help you fine-tune your preparation process by reviewing the year-end resources available and highlighting any changes to ensure you’re fully prepared for year-end.

Register now ➜

Skill-Up with Avanti

A Deep Dive Into Year-End Processing

Wednesday, November 18 @ 11:00 am MT (1:00 pm ET)

Whether this is your very first year-end in Avanti or you just want a refresher, this session will walk you through the entire process step by step. We’ll break it down so you know exactly what to do, when to do it, and how to avoid common pitfalls.

Register now ➜

Contents
Year-End PrepYear-End BalancingYear-End Process
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Year-End Prep

Year-End Prep Webinar2026 Payroll CalendarReviewing Codes for CRA and RQ ComplianceReviewing AccumulatorsReviewing Terminated EmployeesEnsure No Entries Remain in Time Cards and Time DataEnsure Manual Cheques and Cancelled Payments are Processed and UpdatedPay Out EntitlementsEnsure All Payroll Batches are ProcessedEnsure Payroll is Processed for the Last Pay of the YearBackup Your Company to a Test Company

Year-End Balancing

Balancing Your Year-End OverviewReview Your Payroll TotalsBalance Your CPP RemittancesCPP Reconciliations Did Not BalanceBalance Your Receiver General and Quebec RemittancesBalance Your Entitlements

Year-End Process

2022 Source Deductions, Rates, and Payroll Changes
Year-End Processing WebinarInitialize Employee TotalsInitialize Entitlements and VacationVerify EI Rate and Adjust Your Reduced Rates Verify CPP/QPP Rate
Verifying QPIP Rates
Update WCB Rates and Maximum Assessable Earnings
Add the Financial Calendar for the New YearAdd the Payroll Calendars for the New YearUpdating Pay Periods per Year for Weekly and Bi-weekly PaysUpdate the Vendor Remittance ReportsReview Formulas for the New Payroll YearUpdating Holiday Dates for the New YearUpdating Time Entry & Time Entry Approval for the New YearUpdate Time Card and Time Sheet Summary Settings for the New Year

Tax Slip Processing

Watch the Tax Slip Processing Webinar
Review Tax Slip Boxes Indicated on Codes
Ensure all Employee Addresses & Social Insurance Numbers are Up-To-Date
Add, Review, and Update the Transmitter Data
Create, Update, and Review Tax Slip Groups
Pension Adjustment Formulas
Extract Employee Tax Slip Data
Importing Your Employee Tax Slip Information
Tax Slip Import File Format
Import Tax Slip Pension Adjustments
Review, Modify, and Add Employee Tax Slips
Validate Your Employee's Tax Slip
Print The Tax Slip Review Listings
Tax Slip Balancing
Repeat Tax Slip Modification, Import, Validation, and Review
Print and Update The RL-1 and RL-2 Summary
Create Tax Slip Transmission Files for CRA or RQ
Tax Slip FAQ for Employees
Tax Slip FAQs
Save Employee Tax Slips
Printing Your Tax Slips
Printing Your Laser and Self-Mailer Slips
Emailing Tax Slips

Creating Additional CRA and RQ Forms

Generate T2200 Form
Generate T2200S Form
Generate Quebec TP-64.3-V Forms

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