Everything you need for 2023 year-end

You’ve got a lot on your plate and staying organized is key. Don’t stress, we’re here to help you every step of the way. Use our updated year-end resources and checklists to successfully finish 2023 and easily process your first pay of 2024.

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Year-End Payroll Checklists

We’ve created up-to-date checklists for your year-end prep! Start with the Prep list and follow the items in order for a frustration-free year-end experience.

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Get the Year-End Prep Checklist

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Get the Year-End Process Checklist

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Get the Tax Slip Processing Checklist

Year-End Webinars

If you missed our Skill-Up webinars on year-end, you can watch the recordings below.

Register for upcoming Skill-Up webinars
Year-End Preparation Checklist
eCPP2 Workshop
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Contents
Year-End PrepYear-End BalancingYear-End Process
Tax Slip ProcessingCreating Additional CRA FormsIssues When Creating Tax Slips
Client Support Portal

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Year-End Prep

Year-End Prep Webinar2024 Payroll CalendarCreate your enhanced CPP and QPP Deduction/Benefit CodesReviewing 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
Initialize Employee TotalsInitialize Entitlements and VacationVerify EI Rate and Adjust Your Reduced RatesVerify CPP/QPP Rate
Verifying QPIP Rates
Update WCB Rates and Maximum Assessable Earnings
Note: Currently waiting on a few boards to release the rates and maximum 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 YearUpdate the Company Web Settings for the New YearUpdating Time Entry & Time Entry Approval 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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