2023 Year End

Customer Guide (CAN)

Dayforce

© Ceridian HCM, Inc.

2023 Year End
Customer Guide (CAN)
Welcome to the 2023 Dayforce Year End Customer Guide. This guide is the primary
reference for the Year End process in Dayforce. The information contained in this
customer guide is up to date as of October 5, 2023.

The information shared in this guide is provided by Ceridian Canada Ltd. as a

convenience. Ceridian does not warrant the accuracy or completeness of the
information. Contents may be subject to change. Always check with the proper
authority for the most current information available.

The following additional information and resources are available:

• Appendix A: Resources for Year End, provides additional Dayforce resources and
links to legislative information.
• Appendix D: Year End questions and troubleshooting, provides answers to
frequently asked Year End questions and troubleshooting.

This guide and other resources are available in the Customer Community. To access
articles:
• Log in to the Customer Community and enter keywords or the name of the article in
the “Search the Community” field.

Year End Customer Guide

• From the Home page, scroll down and click on Knowledge Base. Select Dayforce >
Year End > Canada Year End.

Year End Customer Guide

Table of contents
2023 Year End Customer Guide (CAN) ..................................................................................... 2
Important topics to review .......................................................................................................... 6
New for 2023.......................................................................................................................... 6
New for 2024.......................................................................................................................... 8
Checklist of 2023 Year End activities ...................................................................................... 10
September – November 2023 .............................................................................................. 10
December 2023 ................................................................................................................... 12
January - February 2024 ...................................................................................................... 15
March 2024 .......................................................................................................................... 18
Important Year End dates and deadlines................................................................................. 19
Important tax slip dates and deadlines ................................................................................. 19
Cutoff dates ..................................................................................................................................................... 19
Missed tax slip processing deadline ............................................................................................................... 20
Tax slips .......................................................................................................................................................... 20
Year End reports and processing ............................................................................................ 21
Running Year End adhoc reports ......................................................................................... 21
Accessing Year End archived reports .................................................................................. 22
Reviewing important information required by Ceridian ......................................................... 23
Required employee information ...................................................................................................................... 23
Required employer information ....................................................................................................................... 23
Processing year-to-date corrections ........................................................................................ 25
Making corrections to year-to-date values ........................................................................... 25
Year-to-date corrections (using the Adjustments tab) .................................................................................... 26
Year-to-date corrections (using the Checks tab) ............................................................................................ 27
Moving employee YTDs from one province to another ................................................................................... 28
Correcting employees with the same ID and multiple countries ..................................................................... 28
Entering pension adjustments (PA) ................................................................................................................ 28
Initiating the Year End process ................................................................................................ 29
Year End role configurations ................................................................................................ 29
Processing tax slips ............................................................................................................. 31
Preview employee tax slips ............................................................................................................................. 31
Tax slip distribution/delivery ................................................................................................. 36
Self Service tax slip availability ....................................................................................................................... 37
How to initiate tax slip printing and distribution/delivery ....................................................... 38
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Year End Customer Guide
Tax slip filing and amendments ............................................................................................... 42
Submission of tax slips ........................................................................................................ 42
T4/RL filing deadline for 2023 .............................................................................................. 42
Electronic filing ................................................................................................................................................ 42
CRA summaries ................................................................................................................... 43
Making amendments after tax slips have been printed ........................................................ 43
Provincial health care levies & WCB ....................................................................................... 45
British Columbia Employer Health Tax (BC EHT) ................................................................ 45
Filing a return for BC EHT ............................................................................................................................... 45
Tax Setting..................................................................................................................................... 46
Special Considerations .................................................................................................................. 47
Ontario Employer Health Tax (ON EHT) .............................................................................. 47
Filing a return for ON EHT .............................................................................................................................. 47
2023 annual exemption ................................................................................................................................... 48
Remitting frequency ........................................................................................................................................ 48
Debit or credit balance .................................................................................................................................... 48
EHT annual Year End return – monthly remitters ........................................................................................... 49
Manitoba Health and Post-Secondary Education Tax .......................................................... 49
Filing a return .................................................................................................................................................. 49
Québec Health Services Fund (QHSF) ................................................................................ 50
Filing a return .................................................................................................................................................. 50
Newfoundland and Labrador Health and Post-Secondary Education Tax (HAPSET).......... 52
Filing a return .................................................................................................................................................. 52
Northwest Territories/Nunavut Payroll Tax........................................................................... 52
Workers’ compensation (WCB) ............................................................................................ 53
Workers’ compensation maximum assessable amounts for 2023 ................................................................. 53
Filing a return .................................................................................................................................................. 54
Filing Québec CSST (Commission des normes, de l'équité, de la santé et de la sécurité du travail) ............ 54
Appendix A: Resources for Year End ...................................................................................... 55
Resources for Year End information .................................................................................... 55
Appendix B: Coding “Other Information” on the T4 .................................................................. 56
Coding the “Other Information” area of the T4 ..................................................................... 56
CRA codes ...................................................................................................................................................... 57
Appendix C: Tax slip sort options ............................................................................................ 61
Tax slip sort options ............................................................................................................. 61
Appendix D: Year End questions and troubleshooting ............................................................ 62
Appendix E: Year End reports ................................................................................................. 65

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Year End Customer Guide
Important topics to
review
This section of the Year End guide introduces new enhancements, legislative changes
and offers tools to improve Year End processing.

During the Year End process, please take the time to review the following sections of
the Year End guide:
• Checklist of 2023 Year End activities, page 10
• Processing year-to-date corrections, page 25
• Provincial health care levies & WCB, page 45
• Appendix D: Year End questions and troubleshooting, page 62

New for 2023

2023 Tax Slip updates
• Employer-offered dental benefits - For tax slips filed for calendar year 2023 and
after, it is mandatory to enter a code from 1 to 5 in new T4 Box 45 and T4A Box 015
for individuals with an amount reported to Box 016 (Pension or superannuation).
This indicates whether the employee or their family members were eligible on
December 31 of that year to access any dental care insurance that you offered.
Health Canada has indicated that the code reported will likely be the same across all
employees or groups of employees.
Employers should, however, consider unique employee populations (terminated, on
leave, part-time/full-time and retirees) that may be offered a different level of
dental coverage.
Codes:
• 1 if there is NO dental coverage offered
• 2 if the dental coverage is limited to employees
• 3 if the dental coverage is offered to employees, spouses and children*
• 4 if the dental coverage is limited to employees and their spouses
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Year End Customer Guide

 • 5 if the dental coverage is limited to employees and children
* Single coverage? It is not relevant what option an employee actually chooses as
their dental benefit. If full family coverage is available (should the employee get
married or have a child), code 3 is appropriate.

Federal policy changes, January 2023

• Gifts and awards – Historically, gift cards have been classified as near-cash and been
treated as taxable federally. A new category of non-cash non-taxable gift cards was
recognized in 2022 and that was expanded to apply to gift cards given as long service
awards starting with the 2023 tax year.
• Low-interest or interest-free employee loans – Effective for the 2023 tax year,
employee loan interest benefits are not taxable if 1) the total amount of all loans
received is $10,000 or less per calendar year 2) the term of the loan(s) is 60 days or
less and 3) the loan is not received because of shareholdings.

Tax Calculation changes, January 2023

• Enhanced CPP/QPP - changed the tax calculation to give enhanced CPP/QPP
contributions a tax deduction (reduction in taxable income) rather than a tax credit
(reduction in tax)
• Basic Personal Amounts (TD1) - changed to apply the highest fixed federal Basic
Personal Amount (when Total Claim Amount is basic), and, if applicable, the highest
fixed Yukon and Nova Scotia Basic Personal Amounts, rather than the dynamically
calculated amounts that had been introduced in 2018 and late 2019.

Provincial tax, January 2023

• New Brunswick - modified the personal income tax thresholds and reduced tax
rates.
• Prince Edward Island - increased the basic personal amount from 11,250 to 12,000.

Provincial Payroll/Health-related tax updates, January 2023

• Manitoba Health and Education Levy (MB HE Levy) - changed a threshold from
1.75M to 2.0M, and from 3.5M to 4.0M
• Quebec’s Health Services Fund (QHSF) Threshold - increased the upper total payroll
threshold for the Health Services Fund (beyond which the rate is 4.26%) (from
$7.0M to $7.2M) based on indexation.
• Newfoundland Health and Post-Secondary Education Tax Threshold -
retroactively increased the exemption from $1.3 million to $2 million for 2023.

Year End Customer Guide

 Mid-year Provincial Tax, July 2023
• Manitoba - increased the basic personal amount from $10,855 to $15,000 for 2023
with a prorated amount of $19,145.
• Quebec - announced a number of 1% tax reductions:
1. Personal withholding rate - personal income tax withholding will be reduced by
one percent for taxable income up to $49,275 (to 14% from 15%) and by the
same amount for taxable income up to $98,540 (to 19% from 20%).
2. Lump sum rates - certain single payments $5,000 or less will be subject to
decreased withholding (to 14% from 15%) with payments over $5,000 also
decreasing (to 19% from 20%).
3. Bonus or retroactive rate for low income-earners - when annual wages
including this payment is less than the Basic Personal Amount, the rate for
withholding is decreasing by one percent (to 7% from 8%).

Ontario Workplace Safety & Insurance Board

• In July 2023, WSIB announced that Ontario businesses would have a new option
within the CRA’s government portal (called My Business Account) to report insurable
earnings and make WSIB premium payments.

National Day for Truth and Reconciliation, September 2023

• British Columbia and Yukon - began recognizing September 30 as a mandatory
statutory holiday in 2023. They join federally regulated employees and employees
working in Prince Edward Island, Northwest Territories, and Nunavut.

New for 2024

Federal policy changes, January 2024
• Province of Employment - CRA has updated their Province of Employment (POE)
policy effective January 1, 2024. There is a decision tree on their website that allows
POE assignment to a permanent establishment within a virtual employee’s province
of attachment rather than the province from which they are paid.
• Electronic Filing Threshold – CRA has reduced the threshold for filing tax slips
electronically from 50 to 5 for 26 different form types including T4, T4A, N4R, and
T4A-NR4 starting in 2024.

Enhanced Pension Plans

• Second Contributions of CPP/QPP - Beginning in 2024, pensionable earnings from
the YMPE to the new second earnings ceiling, called the YAMPE (Year’s Additional

Year End Customer Guide

 Maximum Pensionable Earnings) are subject to additional CPP and QPP
contributions of 4% each for employees and employers.
These second contribution amounts will be reported to 2024 tax slips as follows: T4
Box 16A (CPP), T4 Box 17A (QPP) and RL-1 Box B.B (QPP) and B-2 (CPP).

Quebec Budget Changes

• Quebec Pension Plan, January 2024 - modified QPP administration specific to older
workers. Those:
• aged 65 and over have a new option to stop paying QPP contributions if they are
receiving a QPP or CPP retirement pension. The election form was not available
at the time of publication.
• turning 73 in 2024 are no longer obligated to contribute to the QPP. QPP
deductions are to stop with the first pay of January 2024 for employees with a
1951 birthyear.
• Fondaction / FTQ eligibility - To qualify for the 30% federal and provincial tax credit
for labour-sponsored funds in 2024, an employee’s taxable income in 2022 (Line 299
of the Quebec income tax return) must have been $112,655 or less. Prior to the first
payroll of each year, employees are responsible for asking their employer to stop
applying the 30% tax credit if that’s necessary based on their taxable income from 2
years earlier.

Provincial Tax, January 2024

• Prince Edward Island - Administratively, an increase to the 2023 basic personal
amount (from 12,000 to 12,750) was deferred and will be received by individuals as
an adjustment on their 2023 personal tax returns. As a consequence, PEI will be
increasing the basic personal amount from 12,000 to 13,500 starting January 2024.
Also, effective January 2024, personal income tax rates will be reduced on the first 3
income thresholds, there will be 2 new upper-income thresholds and the 10% surtax
will stop being applied.
• Manitoba - increased personal income tax upper thresholds from 36,842 to 47,000,
from 79,625 to 100,000 and from > 79,625 to > 100,000 effective January 2024.

Provincial Payroll/Health-related Tax, January 2024

• Manitoba Health and Education Levy (MB HE Levy) - a threshold change from 2.0M
to 2.25M, and from 4.0M to 4.5M was passed in Bill 14. The March 7, 2023 budget
also announced rate reductions for 2024 which have not yet been confirmed.
• Quebec’s Health Services Fund (QHSF) Threshold - The upper total payroll threshold
for the Health Services Fund (beyond which the rate is 4.26%) is expected to
increase in January 2024 (from $7.2M) based on indexation.

Year End Customer Guide

Checklist of 2023 Year
End activities
This checklist provides sequentially ordered references for processing Year End with
Ceridian Dayforce. Use this checklist to ensure that all necessary tasks are completed in
order and on time.

September – November 2023

Action
☐ T4/T4A Dental Codes for 2023 - Canadian Dental Care Plan (CDCP). The
requirements are currently under review by the Dayforce product team. Any
relevant product updates will be communicated at a later date. DO NOT try to
configure T4 Box 45 or T4A Code 015 in Dayforce in advance of required product
updates.
☐ Register for Year End Training. Live Membership includes unlimited Training
offerings. Login to your Live Membership account at
https://education.ceridian.com and search for Year End to review course
descriptions, training guides, and session offerings.
☐ Ensure Year End is enabled for the Payroll Admin. Navigate to System Admin >
Roles > Select the Role > Features > Year End > Canada Year End > Check all
Features related to Year End (unless the Role should only have access to certain
Year End Features) > Save
☐ Ensure that at least one User has access to Request Print and Filing. This is
controlled at the Role level, combined with Pay Group Admin Access. For more
information, see the article in the Customer Community, Year End Overview
Features and Pay Group Security (US, CAN) or navigate to Knowledge Base >
Dayforce > Year End > Canada Year End > Year End Overview Features and Pay
Group Security (US, CAN).
☐ Update Payroll Calendars to ensure employee payments are processed in a timely
manner. Banks will be closed on December 25, December 26, 2023, and January
1, 2024. Payrolls must be processed earlier than usual to guarantee employee
payments are made on time. Any payments dated on or after January 1 are
considered income for 2024 tax purposes.
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Year End Customer Guide

 Action
For more information, see the article in the Customer Community, 2023/2024
Important Dates, Deadlines and Holidays (CAN) or navigate to Knowledge Base
> Dayforce > Year End > Year End Canada > 2023/2024 Important Dates,
Deadlines and Holidays (CAN).
☐ Ensure that holidays are entered in Dayforce for the next year. For more
information, see the article in the Customer Community, Defining Holidays and
Holiday Groups or navigate to Knowledge Base > Dayforce > Workforce
Management > Defining Holidays and Holiday Groups
☐ For assistance with running and accessing the reports referenced in this table,
see the article in the Customer Community, Year End Reports (CAN) or navigate
to Knowledge Base > Dayforce > Year End > Year End Canada > Year End Reports
(CAN)
☐ It is best practice to validate and correct discrepancies that appear on the Canada
CPP/QPP Discrepancy Report regularly. By making corrections regularly after
each pay or before the final pay of the taxation year, a PIER (Pensionable and
Insurable Earnings Review) Report and/or a credit balance in your remittance
account may be avoided.
☐ It is best practice to validate and correct discrepancies that appear on
the EI/QPIP Discrepancy Reports after each pay. By making corrections regularly
after each pay or before the final pay of the taxation year, a PIER (Pensionable
and Insurable Earnings Review) Reports and/or a credit balance in your
remittance account may be avoided.
☐ Validate the Canada Earning and Deduction Matrix Validation Report from Year
End > Canada Year End > Reports. This report lists all tax slip boxes that earnings
and deductions are reported in. If changes are required, contact Customer
Support.
☐ Review the T4/T4A/Releve 1/Releve 2 Management Reports from Year End >
Canada Year End > Reports. These reports detail wages, taxes, and amounts
reported in all boxes on employee tax slips
☐ Review the T4/T4A/ Releve1 / Releve 2 Exception Management
Reports from Year End > Canada Year End > Reports. These reports highlight
issues that may impact tax slips.
☐ Use mapping from the Canada Earning and Deduction Matrix Validation
Report to reconcile the tax slip Management Reports with the Payroll Register.
Management Reports are available for T4, T4A, Releve 1 and Releve 2.

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Year End Customer Guide

 Action
☐ For each legal entity, verify for accuracy, BN and/or NEQ account number against
the CRA/RQ tax account statement(s) and Dayforce Canada GRS Data Report.
☐ For each employee, verify for accuracy, the name, address, S.I.N. and province(s)
of employment for the taxation year. Primary Residence addresses for all
Canadian employees must not be greater than 30 characters, must not contain
special characters and must have a valid postal code. City name must be 28
characters or less. Quebec Postal Codes are 6 characters with no account for
spaces or special characters.
☐ Review and correct all Errors in Year End. Errors in Year End will STOP Printing or
Filing of tax slips. Navigate to Year End > Canada Year End > Export Problems >
Select All or Selected. This opens an Excel spreadsheet listing all Warnings and
Errors. Warnings should be resolved, and Errors MUST be resolved, or it will stop
printing and filing of tax slips.
☐ If applicable, verify Registered Pension Plan Number and/or Deferred Profit
Sharing Plan Number(s): Payroll Setup > Payee Setup > Select the Third Party
Payee > Parameters > Parameter Type, select Pension Plan Number (plan # must
be 7 numeric digits or less).

For more information, see the article in the Customer Community, Setting Up a
Registered Pension Plan (CAN) or navigate to Knowledge Base > Dayforce > Year
End > Year End Canada > Setting Up a Registered Pension Plan (CAN).

NOTE: Validate the plan number appears in Box 50 of the T4 and/or Box 36 on
the T4A. Contact Support if updates are required.

December 2023
Action
☐ It is NOT RECOMMENDED to commit the first pay of the new year until the Tax
Tables for the upcoming taxation year are updated. Watch for the Pay Period
One Supplement confirming the new year Tax Table update.

IMPORTANT: Prior to selecting Calculate for Pay Period 01 of the upcoming

taxation year, ensure that the Tax Tables are updated. Performing
a Calculate before the Tax Tables are updated will result in incorrect Statutory
Deductions.

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Year End Customer Guide

 Action
☐ If you have a weekly or biweekly payroll, ensure that you account for 27 or 53 pay
periods if that will occur in 2024. For more information, see the article in the
Customer Community, Addressing Additional Pay Periods in the Year (CAN) or
navigate to Knowledge Base > Dayforce > Year End > Canada Year End >
Addressing Additional Pay Periods in the Year (CAN).
☐ Before the first pay of the new year, review all employee Federal and
Provincial Total Claim Amounts.
All employee basic Total Claim Amounts will automatically update to the
upcoming taxation year values. Any non-basic Total Claim Amounts will remain
the same as the current year. For more information, see the article in the
Customer Community, Tax Tables and TD1-XX (CAN) or navigate to Knowledge
Base > Dayforce > Year End > Canada Year End > Tax Tables and TD1-XX (CAN).
☐ TD1/TD1X updates are effective dated as soon as the workflow is approved.

IMPORTANT: If your workflow does not require approval, do not make TD1/TD1X
forms available until after the last pay of 2023 is processed. TD1/TD1X records
for the upcoming taxation year do not have effective dates, therefore the new
values will overwrite the current year values prior to the last pay of the year.

If you have made TD1/TD1X forms for the upcoming taxation year available to
employees, do not approve those workflows until after the last pay of 2023 is
processed.
☐ If CRA or RQ has notified you of a remittance threshold change for the following
taxation year, see the article in the Customer Community, Updating CRA and RQ
Remittance Frequency Thresholds (CAN) or navigate to Knowledge Base >
Dayforce > Year End > Canada Year End > Updating CRA and RQ Remittance
Frequency Thresholds (CAN).
☐ Verify EI rate groups (RP numbers), with associated Business Number (BNs) for
the upcoming taxation year and update Reduced Rate(s) if applicable. For more
information, see the article in the Customer Community, Updating Employment
Insurance: EI and QPIP Rates (CAN) or navigate to Knowledge Base > Dayforce >
Year End > Canada Year End > Updating Employment Insurance: EI and QPIP
Rates (CAN)

Note: The new tax year rates are not released until December of the current
year.

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Year End Customer Guide

 Action
☐ If you have employees in the following provinces, ensure the accuracy of your
account numbers and that Effective Start and Effective End dates are populated
for the current and next year:
• British Columbia Employer Health Tax*
• Manitoba Health and Education Tax
• Newfoundland and Labrador Health and Post-Secondary Education Tax
• Northwest Territories/Nunavut Payroll Tax
• Ontario Employer Health Tax
• Québec Health Services Fund (QHSF)
Navigate to Org Setup > Org Payroll Setup > Legal Entity > Select the Legal Entity
> Tax Authorities > Select the applicable tax/levy > Tax Setting. If the projected
earnings for these jurisdictions are changing, update the Gross Annual
Payroll field in the Tax Settings
For more information, see the article(s) in the Customer Community, Updating
[Insert Province Name] Tax (CAN) or navigate to Knowledge Base > Dayforce >
Year End > Canada Year End > Updating [Insert Province Name] Tax (CAN).

Note: If an active Tax Setting record is not found, Dayforce will not calculate
Provincial Health Care Levies for associated pay runs.

*British Columbia - If you are subject to British Columbia Employer Health Tax,
you are responsible for remitting payment. Ceridian does not remit BC EHT on
behalf of employers.

☐ If your company calculates WCB/CSST in Dayforce, and the rates are changing,
navigate to Org Setup > Org Payroll Setup > Legal Entity > Select the Legal Entity
> Workers Comp > Select the Province. For each province, End Date the current
record and Add a new record with the upcoming taxation year rate.
For more information, see the article in the Customer Community, Updating
Workers Compensation Rates (CAN) or navigate to Knowledge Base > Dayforce >
Year End > Canada Year End > Updating Workers Compensation Rates (CAN)

**Note: The new tax year rates are generally not released by WCB until
December of the current year

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Year End Customer Guide

 Action
If you have employees outside of Nova Scotia and Quebec, you are responsible
for remitting WCB payments to the respective agencies. Ceridian remits for the
following 2 jurisdictions only if configured in Dayforce:
• Nova Scotia: WCB
• Revenu Québec: CSST
☐ Consider communicating to Quebec employees:
1. QPP changes with the potential to impact older workers - Starting in 2024,
Quebec employees:
• aged 65 and over have a new option to stop paying QPP contributions
if they are receiving a QPP or CPP retirement pension. The election
form was not available at the time of publication.
• turning 73 in 2024 are no longer obligated to contribute to the QPP.
QPP deductions will stop with the first pay of January 2024 for
employees with a 1951 birthyear in Dayforce.
2. FTQ and Fondaction contributors - Starting in 2024, eligibility for the 30%
combined federal and provincial tax credit on contributions is only
available to individuals with a 2022 taxable income of $112,655 or less.

January - February 2024

Action
☐ Remittances – 2023 Prior Period Adjustment-type runs committed after the first
pay of 2024 will modify the employee’s 2023 tax slips, but the remittances
associated with the adjustment amounts will only be remitted by Ceridian on
your behalf when the off-cycle is committed by midnight EST on the deadline
dates:
Remittance Frequency/Threshold Remittance Due Date

Threshold 2 (Accelerated/Weekly / 4x) No later than January 2, 2024

Remitters
Threshold 1 (Semi-monthly/2x) Remitters No later than January 8, 2024
Regular (Monthly/1x) Remitters No later than January 11, 2024
Quarterly (3x) Remitters No later than January 11, 2024

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Year End Customer Guide

 Action
If you are unsure about your currently configured remittance frequency, navigate
to Org Setup > Org Payroll Setup > Legal Entity > select the Legal Entity > Tax
Remittances. Remittances on adjustments processed after these dates will not
be remitted by Ceridian. It is your responsibility to remit them manually.
Depending on the applicable remittance threshold deadlines, penalties may be
incurred.
☐ If year-to-date corrections are processed using the Maintenance Off-Cycle, you
must pay all statutory remittances directly to the appropriate agencies by the
specified deadlines.
Ceridian DOES NOT remit any statutory remittances on your behalf when
Maintenance Runs are processed.
☐ If Pension Adjustments (PAs) are being calculated outside of Dayforce, ensure
that they are accurately entered in Dayforce prior to processing your tax
slips. PAs are entered using a Prior Period Off-Cycle run. Ensure that the off-cycle
has a pay date in the applicable tax year.
☐ After processing and validating all required year-to-date corrections, run and
validate all Year End reports. For more information, in the Customer Community
see the article, Year End Reports (CAN) or navigate to Knowledge Base >
Dayforce > Year End > Canada Year End > Year End Reports (Can).
☐ Once all information on the Year End Reports has been validated, use the slide
out feature on the Year End page or Management Reports to Preview your
individual tax slips.
Verify that the information reported on your tax slips is correct. If there are any
discrepancies and corrections are required, see the article in the Customer
Community, Entering Prior Year-to-Date Corrections (CAN) or navigate to
Knowledge Base > Dayforce > Year End > Canada Year End > Entering Prior Year-
to-Date Corrections (CAN)
☐ IMPORTANT – ACTION REQUIRED: TAX SLIP DISTRIBUTION METHOD
(PAPER/ELECTRONIC)
Ensure that tax slips will be distributed as expected. Go to Year End > Canada
Year End > Reports > Year End Delivery Package Report to validate the current
configuration.
For more information, see the article in the Customer Community, Tax Slip
Distribution/Delivery (CAN) or navigate to Knowledge Base > Dayforce > Year
End > Canada Year End > Tax Slip Distribution/Delivery (CAN).

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Year End Customer Guide

 Action
Note: Tax Slip Distribution Method can be changed anytime up to the point of
Request Print and Filing. Generate in Year End to see applicable changes.

After verifying that the tax slips are correct, Request Print and Filing of tax slips
and distribute them to your employees. Request Print and Filing of 2023 tax slips
must be completed by 8PM EST Friday February 23, 2024.

Note: Failure to distribute tax slips to employees before the last day of February
may result in penalties (fines) being levied by CRA/Revenu Québec.

For more information, see the article in the Customer Community, Processing
Year End Tax Slips (CAN) or navigate to Knowledge Base > Dayforce > Year End >
Canada Year End > Processing Year End Tax Slips (CAN).

☐ Verify and reconcile statutory remittance amounts submitted by Ceridian on your

behalf using the Canada GRS Data Report with the reports from the appropriate
government agencies. Canada GRS Data Report is found in Payroll > Post
Commit Management > Canada GRS Data Report.
☐ CRA T4/T4A Summaries - Ceridian submits electronic summaries for tax slips to
CRA by the last day of February. However, these summaries are not available to
view in Dayforce.
The Year End Management Reports can be used to determine tax slip totals, if
required.
☐ RQ RL-1 Summary - If you have employees in the province of Québec, you are
responsible for submitting the RL-1 Summary (RLZ-1.S-V) to Revenu Québec.
When completing the RL-1 Summary, the Dayforce Revenu Québec tax filing
number is NP018872. This number is for Ceridian customers’ filing purposes only
and should NOT be used or distributed to anyone other than Revenu Québec.
For more information, see the article in the Customer Community, Electronic
Filing and Revenu Québec (CAN) or navigate to Knowledge Base > Dayforce >
Year End > Canada Year End > Electronic Filing and Revenu Québec (CAN).

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Year End Customer Guide

March 2024
Action
File the annual returns for Health Levies and WCB. For any of the provinces or
☐
territories that have medical/payroll tax plans, see the article in the Customer
Community, Provincial Health Care Levies & WCB (CAN) or navigate to
Knowledge Base > Dayforce > Year End > Canada Year End > Provincial Health
Care Levies & WCB (CAN).
Consult the individual Provincial agencies for due dates.
After printing tax slips, changes may be required. Amended tax slips can be
☐
produced and submitted by Dayforce. A Prior Period Adjustment run must be
committed with applicable payroll changes, or the required changes made in
People.
For more information, see the article in the Customer Community, Amending
and Cancelling Tax Slips or navigate to Knowledge Base > Dayforce > Year End >
Canada Year End > Amending and Cancelling Tax Slips.

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Year End Customer Guide

Important Year End
dates and deadlines
Year End processes and legislative requirements have several important dates and
deadlines.

Important tax slip dates and deadlines

Activity Deadline Date
Deadline: Tax slip Request Print and Filing 8PM EST
Friday February 23, 2024

Cutoff dates
Important dates are available in Year End by clicking on Cutoff Dates.
1. Year End > Canada Year End.
2. On the right side of the page select Cutoff Dates and the applicable tax year dates
will display.

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Year End Customer Guide

Missed tax slip processing deadline
To meet CRA and RQ’s tax slip deadline, the Dayforce tax slip processing deadline is 8
PM EST Friday February 23, 2024. Tax slips created after February 23, 2024, may be
subject to late filing penalties.

If there are pending adjustments or changes on February 23, 2024, it is recommended

to proceed to complete the filing process before the deadline (Request Print and Filing)
and create amended tax slips after the last day in February.

Tax slips
Important: Original tax slips sent to CRA/RQ after the deadline may incur penalties.

If a tax slip has been missed after the electronic filing has been submitted, please
contact CRA/RQ and advise them immediately.

Issuing penalties for tax slip filing is at the discretion of CRA/RQ and there may be
situations where an assessment is issued (by CRA/RQ) due to circumstances not related
to tax slip activities handled by Ceridian.

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Year End Customer Guide

Year End reports and
processing
It is important to begin reviewing and correcting employee information as early as
possible. It is a best practice to make corrections throughout the year to ensure all
information is accurate and complete for the final pay of the year.

Year End reports can be generated throughout the year via the Year End module and
viewed in the Message Center.

Year End reports are also generated automatically with each committed pay run if they
are enabled.

To see a complete list of Year End report descriptions, see Appendix E: Year End
reports, page 65.

Running Year End adhoc reports

Year End Reports can be generated at any time throughout the year via Year End >
Canada Year End > Overview > Reports and viewed in the inbox of the Message Center.

To run these and other Year End reports:

1. Year End > Canada Year End > Overview > Reports.
2. Select Overview, which defaults to the current year, then select Reports.

3. Select the criteria as required, then scroll down.

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Year End Customer Guide

 4. Select Run Report.

Accessing Year End archived reports

Year End reports that are processed with every pay run, can be reviewed in Year End >
Canada Year End > Archived Reports:
1. Select Archived Reports
2. Select the Pay Group, and the current year. Then select the required report.

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Year End Customer Guide

Reviewing important information
required by Ceridian
It is necessary to have the following information on file, where applicable. Review the
relevant reports to ensure all information listed below is accurate.

Required employee information

Ensure the following fields are validated:
• Current address, including province and postal code. Primary residence addresses
for all Canadian employees must not be greater than 30 characters. Exceeding 30
characters will create an error for QC employees and the address will truncate for
employees in other provinces. The address must not contain special characters and
must have a valid postal code. City name must be 28 characters or less to avoid
errors.
• Social Insurance Number (SIN) is the one truly unique identifier of a person in
Canada. There should never be two employee records in the same database with
the same SIN. If there are multiple profiles for a single employee, on a temporary
basis you may enter 000 000 000 or 999 999 999 as the SIN on all but one employee
record. Ceridian is not responsible for any reporting or reconciliation issues
associated with maintaining multiple profiles for a single employee.
• Ensure employee Primary Work Assignments are continuous for each employee.

Note: Failing to obtain a valid Social Insurance Number may result in a penalty imposed
by CRA.

Required employer information

Canadian Legal Entities must have unique and valid Business Numbers (BNs).
• Confirm these numbers are correct by comparing them to the CRA PD7A form.
PD7As are available online through CRA’s My Business Account.

Note: If the BN number is invalid, tax slips are not produced.

• Confirm the province of Québec Remittance Account Number is correct by

comparing it to the Revenu Québec Form TPZ-1015.R.14.#-V.

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Year End Customer Guide

To validate/update the employer information go to Org Setup > Org Payroll Setup >
Legal Entity > Select the Legal Entity > Tax Authorities > Select the applicable tax/levy >
Tax Authorities > Tax Setting.

Validate the accuracy of:

• EI reduced rates, with associated BN reference numbers
• Manitoba Remittance Number for Health and Post-Secondary Education Tax
• Ontario Employer Health Tax Number (ON EHT)
• Newfoundland and Labrador Health and Post Secondary Education Tax Number
• Northwest Territories/Nunavut Payroll Tax Number
• Nova Scotia WCB account number and rate
• British Columbia Employer Health Tax information (BC EHT)
• Deferred Profit-Sharing Plan Number(s)
• Québec Health Services Fund (QHSF) rates and Worldwide Wage amount
• Registered Pension Plan Number(s) must be 7 numeric digits. Confirm the accuracy
of these numbers by comparing them to the policy plans.

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Year End Customer Guide

Processing year-to-
date corrections
All year-to-date corrections and updates must be completed BEFORE processing tax
slips.

Note: It is recommended that any tax impacting year-to-date corrections are made
before the last pay of the current tax year. Employee and Employer year-to-date tax
corrections entered in 2024 on a 2023 Prior-Period Adjustment run, will be remitted up
to and including Midnight EST Thursday, January 11, 2024.

No taxes for 2023 will be remitted to government agencies after Midnight EST
Thursday, January 11, 2024. Late fines and/or penalties may be imposed depending on
your remittance threshold/frequency and when year-to-date corrections are processed
by the government agencies.

To ensure accurate remittances are made to the various tax offices on scheduled due
dates, the following dates must be adhered to:

Remittance Frequency/Threshold Remittance Due Date

Threshold 2 (Accelerated/Weekly/4x) No later than January 2, 2024

Remitters
Threshold 1 (Semi-monthly/2x) Remitters No later than January 8, 2024
Regular (Monthly/1x) Remitters No later than January 11, 2024
Quarterly (3x) Remitters No later than January 11, 2024

Making corrections to year-to-date

values
Prior to the last pay of 2023, use the regular Pay Cycle or Off-Cycle Pay run to update
employee year-to-dates.

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Year End Customer Guide
 Making corrections to year-to-date values

After the last pay of the taxation year has been processed, a Prior Period Adjustment
run must be used to make any year-to-date corrections on the prior year, except in the
case of employees transferring between RP accounts.

Note: If the Prior Period Adjustment reduces or reverses prior tax remittances, the
adjustment can only be processed by Ceridian if there are enough unremitted taxes
available under the same BN and in the same tax year. If not, you must contact the
appropriate tax authority to make the correction.

• In the case of employees transferring between RP accounts, an Off-Cycle

Maintenance Run should be used.
• The Off-Cycle Maintenance Run will only allow entries on the Adjustments tab.
• When using a Maintenance Run, no remittances are made for year-to-date
corrections that affect any government agencies. Any discrepancies in
remittance must be reconciled directly with government agencies.
• Payment dates for Prior Period Adjustments must be in the previous year
(2023).
• It is recommended that December 31, 2023 be used as the payment date.
• If a Pay Group has been End Dated, any Off-Cycles created must use the last
committed Pay Period End Date.

Year-to-date corrections (using the Adjustments tab)

The Adjustments tab in Payroll is used to move off-setting values of the same taxability
from one earning or deduction definition to another. Most Year-to-Date corrections
should be completed in the Checks tab of Dayforce.

See section Year-to-date corrections (using the Checks tab) on page 27 for instructions
on how to use the Checks tab in Dayforce.
• All Gross to Net entries must net to zero.
• Earnings Definitions MUST be of the same tax setup. Meaning, if one definition is
pensionable, insurable, applicable to Health taxes, and Workers’ Compensation, the
other MUST be as well.
• For more information, see the related article in the Customer Community, Limited
and Total Taxable Wages or navigate to Knowledge Base > Dayforce > Year End >
Canada Year End > Limited and Total Taxable Wages.
• No employee net payment is created when the Adjustment tab is used.

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Year End Customer Guide

 Making corrections to year-to-date values

• Limited and Total Taxable Wages must be entered manually when using the
Adjustments tab
IMPORTANT: When using a Maintenance Run, no remittances are made for year-to-
date corrections that affect any government agencies. Any discrepancies in
remittance must be reconciled and remitted directly to government agencies.
• Make entries on the Payroll > Adjustments tab.

Year-to-date corrections (using the Checks tab)

To record earnings paid outside of Dayforce (by Accounts Payable, for example), manual
cheques issued by the organization should be entered in Payroll > Checks tab to ensure
that the employee’s YTD amounts are reflected accurately.

For more information, see the related article in the Customer Community, Entering
Prior Year-to-Date Corrections (CAN) or navigate to Knowledge Base > Dayforce > Year
End > Canada Year End > Entering Prior Year-to-Date Corrections (CAN).
• For employer portions of CPP/QPP and EI/QPIP to automatically calculate on a
manual check, earnings must be entered along with the corresponding employee
deductions. The system automated employer portion calculation can be overridden
by entering the employer portion amount and selecting the Replace checkbox.
• The Checks tab now generates the limited and total taxable wages for the employee
and employer taxes that are applicable for the earning on a manual cheque without
clicking Calculate Check. Previously, Dayforce only generated limited and total wages
when Calculate was clicked in the Check Entry tab
• Employee and Employer year-to-date tax corrections entered in 2024 on a 2023
Prior-Period Adjustment run, will be remitted up to and including the deadline
dates listed on the first page of this section. No taxes for 2023 will be remitted
after these dates. Late fines and/or penalties may be imposed by the government
agency depending on when year-to-date corrections are processed and your
remittance frequency.
• Maintenance Runs DO NOT remit taxes to government agencies. Any discrepancies
in remittances must be reconciled and remitted directly to government agencies.

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Year End Customer Guide

 Making corrections to year-to-date values

Moving employee YTDs from one province to

another
If employees worked in different provinces during the year, earnings have been stored
in Dayforce according to their province of employment at the time of processing.
Correcting entries are made through the Checks tab.

For more information, see the related article in the Customer Community, Correcting
Historical Transactions Using Auto Void (CAN) or navigate to Knowledge Base >
Dayforce > Year End > Canada Year End > Correcting Historical Transactions Using Auto
Void (CAN).

Correcting employees with the same ID and multiple

countries
If an employee is paid in multiple countries with the same employee record, this may
stop Year End processing or all tax slips may not be printed and filed. If employees have
been paid in multiple countries, unique employee records must be created to separate
the earnings by country.

Contact Customer Support for additional assistance with employees paid in multiple
countries.

Entering pension adjustments (PA)

Refer to CRA’s Pension Adjustment Guide (Publication No. T4084) for a detailed
explanation of the PA calculation for each different type of plan (i.e., money purchase,
deferred profit sharing, defined benefit). The maximum reportable pension adjustments
for 2023 are:
• $31,560 for Money Purchase plans
• $15,780 for Deferred Profit-Sharing plans
• $30,960 for Defined Benefit plan [($3,506.67 x 9) - $600]

Note: If pension adjustments are calculated outside of Dayforce, ensure the information
is available prior to processing tax slips. Refer to the Canada Earnings and Deductions
Matrix Validation Report to confirm a code exists to report the PA amounts on tax slips.

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Year End Customer Guide

Initiating the Year End
process
Year End role configurations
When Year End is assigned to a Role, any User assigned the Role will have access to ALL
Year End information for ALL employees, unless Pay Group Admin Access is updated.

*NOTE* If Year End is assigned to a Role where “ESS Role” is checked, Year End will not
be accessible and there will be a red Toaster Error in Year End that says “Year end admin
features are not accessible to employee self-service roles”. To resolve the error,
UNCHECK the ESS Role checkbox on the Role. For more information, see the related
article in the Customer Community, Year End Error: Year end admin features are not
accessible to employee self-service roles or navigate to Knowledge Base > Dayforce >
Year End > Canada Year End > Year End Error: Year end admin features are not
accessible to employee self-service roles

To add Year End to a role, navigate to System Admin > Roles > Features and add the
Year End feature to the role as shown in the image below, expand and enable
functionality.
1. Click System Admin > Roles.
2. Select the Role that needs to have access to Year End (typically a Payroll
Administrator or similar Role)
3. Select the Features tab.
4. Year End > Canada Year End.
5. Expand Archived Reports and select each report as required.
6. Expand Overview and select each report as required.
7. Year End Reports and select each report as required.

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Year End Customer Guide
 Year End role configurations

8. Click Save.

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Year End Customer Guide

 Processing tax slips

For more information, see the related article in the Customer Community, Year End
Reports (CAN) or navigate to Knowledge Base > Dayforce > Year End > Canada Year End
> Year End Reports (CAN).

Ensure that at least one User has access to Request Print and Filing. This is controlled at
the Role level, combined with Pay Group Admin Access. For more information, see the
related article in the Customer Community, Year End Overview Features and Pay Group
Security (US, CAN) or navigate to Knowledge Base > Dayforce > Year End > Pay Group
Security and Year End Overview Features.

Processing tax slips

Once the user role is assigned, Year End appears in the Menu:
1. Year End > Canada Year End > Overview (Dayforce defaults to the current tax year).
2. In the Process Job drop down there are two jobs which must be processed for Year
End to be completed: Generate Preview and Request Print and Filing.

Preview employee tax slips

Ceridian strongly recommends previewing all tax slips for accuracy PRIOR to Request
Print and Filing. Any time Year End data is changed, Generate Preview in Year End must
be processed to ensure the most current information is used to preview the tax slip.
Generate Preview must be processed for ALL Legal Entities.
1. Select the Legal Entity or check the box to select all.
2. Select Process Job > Generate Preview

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Year End Customer Guide

 Processing tax slips

3. A Confirmation page will pop up if there are uncommitted runs.

• If uncommitted runs are to be included, select the run(s) and click Proceed.
• If uncommitted runs are not to be included, click Proceed.

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Year End Customer Guide

 Processing tax slips

4. Once the Generate Preview process is complete, a new date and time stamp is
displayed in the Generated On column.

5. View the updated information on the Employee tax slips by using the flyover. The
flyover enables users to access employee tax slips from anywhere within Year End.
The flyover is available on Overview, Archived Reports or Amendment tabs.

6. The employee list is based on current Legal Entity (if selected) and year selections on
Overview, which carry over to the flyover.

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Year End Customer Guide

 Processing tax slips

7. If no Legal Entity is selected on Overview, all Employees that have Year End tax slips
generated will be displayed.
8. Filter criteria can be selected, and these filters may be saved for later use

9. When an employee is selected, each tax slip type applicable to them (T4, T4A, RL-1,
RL-2) shows on a separate tab.

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Year End Customer Guide

 Processing tax slips

10. One tax slip for each employee is displayed on the Employee Tax Statements
flyover, unless one or more of the following criteria(s) applies:
• The employee moved provinces within the year. One tax slip for each province
that the employee worked in during the year is generated;
• The employee worked in multiple legal entities within the year. One tax slip for
each legal entity they worked in during the year is generated;
• The employee worked under a full and a reduced EI rate;
• There are earnings mapped to more than six boxes in the Other Information
section on a T4;
• Amended or cancelled tax slip exists;
• The employee has exempt Status Indian earnings for only part of the year.
11. Each status (Preview, Printed, Printed and Filed and Amended Print) show as next
level tabs.

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Year End Customer Guide

 Tax slip distribution/delivery

12. Use the scroll bar on the right-hand side to navigate multiple slips within a
statement type and status.

For more information, see the related article in the Customer Community, Processing
Year End Tax Slips (CAN) or navigate to Knowledge Base > Dayforce > Year End >
Canada Year End > Processing Year End Tax Slips (CAN).

Note: If a Pay Group with tax slips is no longer being used, contact Customer Support to
ensure that the Final Pay of the Year is signaled. DO NOT end date the Pay Group.

Tax slip distribution/delivery

It is very important to validate how your tax slips are going to be distributed/delivered
BEFORE they are printed. In Dayforce, tax slips can be distributed online in ESS or they
can be printed and delivered via courier or mail. For most customers, the default
distribution method is electronic, unless changes have been made to your default.

To validate your configuration, go to Pay Setup > Pay Group > Select the Pay Group >
Payroll Properties > Default Tax Slip Distribution. For more information, see the related
article in the Customer Community, Tax Slip Distribution/Delivery (CAN) or navigate to
Knowledge Base > Dayforce > Year End > Canada Year End > Tax Slip
Distribution/Delivery (CAN).

Tax slips are printed every business day through the Year End period. If print is
requested, employee tax slips will be delivered to the same delivery address as the
regular payroll package(s) within 7 business days, unless there is a Delivery Package set
up for Year End.

To confirm how the tax slips will be distributed, go to Year End > Canada Year End >
Reports > Year End Delivery Package Report.

For employees who are receiving a paper copy of their tax slip, validate that the paper
tax slip is being delivered to the correct location and whether it is being delivered by

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Year End Customer Guide

 Tax slip distribution/delivery

mail or by courier. Go to Payroll Setup > Report Output > Delivery Package > Tax
Forms to validate Delivery Package configuration for print output.

If changes are required to the Delivery Package for tax slips, contact Customer Support.

Self Service tax slip availability

For Self Service customers, employees can see tax slips under Earnings > Year End
Forms.

To define when tax slips will be available to employees in Self-Service, the Tax Form
Print ESS Offset (Days) must be validated. This field indicates the number of days after
Request Print and Filing is selected before the employees will see their tax slips.
1. Navigate to System Admin > Client Properties > Properties > Payroll > Tax Form
Print ESS Offset (Days).
2. Enter the number of days (post print date) that ESS tax slips will be available to
employees. This setting will apply for ALL Pay Groups/Legal Entities.

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Year End Customer Guide

 How to initiate tax slip printing and distribution/delivery

Note: The Tax Form Print Offset (Days) is to the minute from which the tax slips were
printed.

How to initiate tax slip printing and

distribution/delivery
Note: Uncommitted runs for the tax year will create errors which stop the printing of tax
slips. These runs must be Committed or Deleted to complete the process. For more
information, see the related article in the Customer Community, Deleting an Off-Cycle
Pay Run or navigate to Knowledge Base > Dayforce > Payroll and Taxes > Off-Cycle Pay
Runs > Deleting an Off-Cycle Pay Run.

Once all required Year End corrections are completed, the most recent copy of Year End
reports have been validated, tax slips have been previewed and the distribution method
and delivery package(s) have been validated, initiate the printing of the tax slips.

Uncommitted runs for the tax year will create errors which stop the printing of tax slips.
These runs must be Committed or Deleted to complete the process.
1. Select Year End > Canada Year End.
One or more Legal Entity/ies must be selected to have Generate Preview available.
2. On Overview, select Process Job dropdown.

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Year End Customer Guide

 How to initiate tax slip printing and distribution/delivery

3. Generate Preview for each Legal Entity to ensure all Year End changes are included.
This should be done each time there is a change to Year End data.
4. An indicator in the Status column displays as a Preview is being generated.
5. Once the Generate Preview process is complete, a new date and time stamp
displays in the Generated On column. View updated information on the Employee
Tax Statement flyover.

6. To print tax slips, select Request Print and Filing in the Process Job dropdown.
Request Print and Filing must be processed for ALL Legal Entities displayed in Year
End, even if there are no tax slips. The deadline to Request Print and Filing is 8PM
EST Friday, February 23, 2024.

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Year End Customer Guide

 How to initiate tax slip printing and distribution/delivery

7. Employer copy of printed is delivered to the Archived Reports of Year End when
Request Print and Filing is selected. To access Archived Reports, select Year End >
Canada Year End.
Select the Archived Reports tab.

Note: If the Status indicator is green, Ceridian has created the original tax slips file for
the government. Government agencies receive all tax slips from Ceridian no later than
the last day of February.

▪ Once the files are delivered, the agencies (CRA/RQ) may take up to 4-6 weeks for
processing.

▪ To make changes to tax slips, after the Status indicator is green, an amendment
must be created. These amended files will be submitted to the Government(s) after
March 1.

Note: Failure to distribute tax slips to employees before the last day of February may
result in penalties (fines) being levied by CRA/Revenu Québec.

Failure to meet Ceridian’s filing deadline of 8PM EST February 23, 2024 may result in
filing delays and fines/penalties being levied by CRA/Revenu Québec.

To track the status of tax slip courier delivery, navigate to Package Tracking in the
Overview tab of Year End > Canada Year End.

Employee Direct Mail (via Canada Post) is not tracked. The Delivery Package Report will
show the default delivery address, but all tax slips in a Canada Post package will be
mailed direct to employee addresses.

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Year End Customer Guide

 How to initiate tax slip printing and distribution/delivery

Note: Delivery status is not available until the package has been printed and dispatched.
Package tracking information may take several hours to populate.

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Year End Customer Guide

Tax slip filing and
amendments
Submission of tax slips
Once tax slips are printed, but prior to giving employee access to tax slips (paper or
electronic), review and validate to ensure all information is accurate. Once satisfied all
information is accurate, distribute paper copies to employees. Review the following
sections for more information on filing tax slips to CRA and Revenu Québec.

T4/RL filing deadline for 2023

To have Ceridian complete filing with government agencies in a timely manner, Request
Print and Filing must be selected in the Process Job tab of Year End by 8PM EST Friday,
February 23, 2024.

Note: Failure to meet Ceridian’s filing deadline of 8PM EST February 23, 2024 may
result in fines/penalties being applied by CRA/Revenu Québec.

CRA and RQ’s deadline for filing returns and distributing tax slips for Year End is the last
day of February.

Government agencies receive all tax slips from Ceridian no later than the last day of
February. Once the files are delivered, the agencies may take up to 4 -6 weeks to
process.

Note: All employee tax slips must be distributed or postmarked by the last day of
February.

Electronic filing
Ceridian electronically files employee tax slips to CRA and Revenu Québec. Copies of
employer tax slips are not printed; however, they are available in Archived Reports.

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Year End Customer Guide
 CRA summaries

CRA Do not send a T4/T4A Summary to CRA as they accept the filing totals
provided by Ceridian. Ceridian does not provide T4/T4A Summaries to
employers.

Revenu Employers with Québec employees are required to complete and file an
Québec RL-1 Summary with Revenu Québec by the last day of February.
For clarity, Ceridian sends the RL-1 information electronically but the
Government-supplied RL-1 Summary (RLZ-1.S-V) MUST be completed by
the employer and sent to the address shown on the form. Failure to file the
RL-1 Summary may result in penalties.
For completing the RL-1 Summary, the Dayforce Revenu Québec tax filing
number is NP018872. This number is for Ceridian customers’ filing
purposes only and should NOT be used or distributed to anyone other than
Revenu Québec.

CRA summaries
CRA no longer sends paper summaries to employers via mail. If a summary is required,
fillable summaries can be completed here or paper forms can be requested at
https://www.canada.ca/en/revenue-agency/services/forms-publications.html or by
calling 1-800-959-5525.

Making amendments after tax slips have

been printed
After printing tax slips, changes may be required. Amended tax slips can be produced
and submitted by Dayforce. A Prior Period Adjustment run must be committed with
applicable payroll changes, or the required changes made in People.

For more information, see the related article in the Customer Community, Amending
and Cancelling Tax Slips or navigate to Knowledge Base > Dayforce > Year End > Canada
Year End > Amending and Cancelling Tax Slips.
• On a semi-monthly cycle starting on March 15, and at the end of the months
through November 30, Ceridian will file amended tax slips with the government for
all requests where Request Print and Filing has been completed.
• Files where Request Print and Filing has been completed 3 business days prior to
the 15th and the last day of the month are filed the first business day after the 15 th
and the last day of the month.
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Year End Customer Guide

 Making amendments after tax slips have been printed

Ceridian can file amendments for both the previous tax year and the year prior, until
June 30. After July 1, amendments can only be filed for the previous tax year.
Example: From January to June 2024, amendments can be filed for 2023 and
2022. Starting in July of 2024, amendments can only be filed for 2023 (2022
amendments can no longer be filed).

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Year End Customer Guide

 British Columbia Employer Health Tax (BC EHT)

Provincial health care

levies & WCB
Provincial health care levies
The following provincial health care/payroll levies may apply if payroll includes
employees who report for work in these jurisdictions:
• British Columbia Employer Health Tax
• Ontario Employer Health Tax
• Manitoba Health and Education Tax
• Newfoundland and Labrador Health and Post-Secondary Education Tax
• Northwest Territories/Nunavut Payroll Tax
• Québec Health Services Fund contributions

Access Org Setup > Org Payroll Setup > Legal Entity > Select the Legal Entity > Tax
Authorities > Select the applicable tax/levy > Tax Authorities > Tax Setting.

Ensure that start and end dates are populated for the current and next year.

British Columbia Employer Health Tax

(BC EHT)
Filing a return for BC EHT
Employers subject to BC EHT must file an annual return by April 2, 2024. The return is
used to reconcile the annual tax payable against the tax that has been remitted.
Ceridian is not involved in the filing of the BC EHT return. This is an employer’s
responsibility. If the completed BC EHT return reflects a balance owing, a reconciliation
payment is required.

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Year End Customer Guide

 British Columbia Employer Health Tax (BC EHT)

BC EHT is payable when an employer’s total BC remuneration (including amounts paid

by Associated Employers) is greater than the $500,000 exemption amount. Charities or
non-profit employers are subject to unique requirements.

Note: Unlike other provincial/territorial health taxes, BC EHT is not based on current BC
earnings as they are paid. It is based on the BC Remuneration from the prior year or an
estimate of the current year’s BC Remuneration.

Another important difference is Ceridian does NOT remit this tax to the BC government.
Remittances of BC EHT are the responsibility of the employer.

To assist employers who wish to track BC Remuneration as it is paid, Dayforce can

collect and report on the current taxable BC EHT taxable wages and limited taxable
wages as they are earned. Calculating the amount of tax, however, is the responsibility
of the employer.

Tax Setting
The configuration of the tax parameters for each year can be found by navigating to Org
Setup > Org Payroll Setup > Legal Entity > Select the Legal Entity > Tax Authorities >
Select the BC EHT > Tax Setting.

To configure a new tax setting:

1. Select the BC EHT record in the Tax Authorities tab.
2. Enter an Effective End on the existing record using December 31 of the current year

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Year End Customer Guide

 Ontario Employer Health Tax (ON EHT)

3. Click the Add button.

4. Record an Effective Start for the new record. No other fields are required. The fields
that are grayed out are not used since Dayforce is tracking wages, but not
calculating the tax.
5. Click the Save button.

Note: There must be a Tax Setting record for BC EHT with effective dates covering all
pay runs.

When an effective Tax Setting record is not found, the application does not calculate BC
EHT taxable wages for associated pay runs.

Special Considerations
The T4 Management Report provides employers with a starting point for the annual BC
earnings to enter into the BC Calculator to determine their tax payable. Employers
should ensure appropriate T4A income is included in BC Remuneration, if required (i.e.
Codes 118 and 119). The BC Ministry of Finance web site lists included and excluded
remuneration.
• Tax Rates for Employers with B.C. payroll:
• $500,000 or less: no EHT
• Between $500,000.01 and $1,500,000: 2.925% x (BC payroll - $500,000)
• Greater than $1,500,000: 1.95% on BC payroll

Ontario Employer Health Tax (ON EHT)

Filing a return for ON EHT
Ontario employers must file an annual return each calendar year. The annual return for
2023 is due on March 15, 2024. The purpose of the annual return is to reconcile the
annual tax payable with the tax remitted. This is an employer’s responsibility, even
when Ceridian remits the Ontario EHT. For monthly remitters, the instalments paid are
calculated on the previous month's payroll and are attributed to the month in which the
instalment is paid.

An Annual EHT return must be filed by:

• All employers who received an EHT Annual Return
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Year End Customer Guide

 Ontario Employer Health Tax (ON EHT)

• Eligible employers whose “Total Ontario Gross Remuneration” is greater than their
available exemption for 2023
• Eligible employers with annual “Total Ontario Gross Remuneration” that does not
exceed their available exemption amount if the employer:
o was a member of an associated group; or
o made EHT instalment payments in 2023
• New eligible employers with annual “Total Ontario Gross Remuneration” greater
than their allowable prorated exemption amount

2023 annual exemption

In response to COVID-19, in 2020 the annual exemption was increased from $490,000 to
$1 million. The $1 million exemption was maintained into 2023 and is set to continue in
place until 2028. There is no exemption for eligible employers and groups of associated
employers with annual Ontario payroll over $5 million (unless the employer is a
registered charity).

Remitting frequency
Ceridian remits Ontario EHT monthly or annually based on the Gross Annual Payroll
amount that should be updated each year in the ON EHT Tax Setting in Dayforce. The
frequency is monthly if the Ontario gross remuneration exceeds $1,200,000.

Within Dayforce, for each Canadian Legal Entity with Ontario employees, navigate to
Org Setup > Org Payroll Setup > Legal Entity > select Legal Entity > Tax Authorities >
select ON EHT and examine the Gross Annual Payroll field to see whether the amount
accurately reflects your gross annual Ontario payroll.

Failure to apply the correct remitting frequency may result in delayed remittances and
potential penalties. Validate and update ON EHT annually to ensure that you maintain
the correct ON EHT remitting frequency to the Ministry of Finance.

Debit or credit balance

If the completed EHT return reflects a balance owing, a payment must be submitted to
the Ministry of Finance with the Annual EHT return.
• If the completed EHT return reflects a credit balance and the credit is deemed to be
valid by the Ministry of Finance, you will receive a refund directly from the Ministry
of Finance.
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Year End Customer Guide

 Manitoba Health and Post-Secondary Education Tax

• If you have selected “Credit to Next Year” on your EHT return, the credit will remain
on your account, indefinitely, until you contact the Ministry to request a refund.

EHT annual Year End return – monthly remitters

For employers making monthly instalments, the amount payable for a year is based on
the payroll from January 1 to December 31.

ACTION REQUIRED: If the payroll includes employees in the province of Ontario,

SUBMIT an Annual EHT Return by March 15, 2024 (deadline).

All enquiries regarding EHT should be directed to:

Ministry of Finance
Advisory Services Employer Health Tax
33 King Street West
Oshawa, Ontario
L1H 8H5

Phone: 1-866-668-8297
Web: http://www.fin.gov.on.ca/en/guides/eht/

Manitoba Health and Post-Secondary

Education Tax
Filing a return
Manitoba employers must file an annual return each calendar year. The annual return
for 2023 is due on April 1, 2024. The purpose of the annual return is to reconcile the
annual tax payable with the tax that has remitted.

For employees in Manitoba, report the year-to-date Manitoba gross earnings on the
2023 Health and Education Tax Levy Annual Report and Schedule and forward to:
Manitoba Finance Taxation Division
101 - 401 York Avenue
Winnipeg, Manitoba
R3C 0P8

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Year End Customer Guide

 Québec Health Services Fund (QHSF)

The 2023 rates and thresholds are:

Total Yearly Payroll Tax Rate

Less than $2,000,000 Exempt
$2,000,000 - 4,000,000 4.3% on the amount in excess of $2,000,000
Over $4,000,000 2.15% of the total payroll

ACTION REQUIRED: If the payroll includes employees in the province of Manitoba*,

SUBMIT a Summary (for Health & Education Tax) by April 1, 2024 (deadline).

* 2023 gross earnings > $2,000,000

As of January 1, 2024, the payroll thresholds above will increase from 2.0 million to 2.25
million, and from 4.0 million to 4.5 million.

Québec Health Services Fund (QHSF)

Filing a return
Quebec employers must reconcile their contributions to the Health Services Fund each
calendar year as part of their RL-1 Summary. The Summary for 2023 is due on
February 28, 2024.

To calculate the Worldwide Wage amount to determine the QHSF rate, add the total
salaries and wages paid in the year and the total salaries and wages paid by any
associated employer (even if the associated employers carry out their activities outside
Québec).

As a reminder, in 2023, the upper total payroll threshold for QHSF (beyond which the
rate is 4.26%) was $7.2 million.

The following rates apply to the Québec Health Services Fund for 2023:
• If your total Worldwide Wages for 2023 are equal to or less than $1 million, your
rate is 1.65%
• If your total Worldwide Wages for 2023 are greater than $1 million but less than
$7.2 million, your rate is based on the following formula:
W (%) = 1.2290 + (0.4210 x S), where

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Year End Customer Guide

 Québec Health Services Fund (QHSF)

W represents the rate and S the quotient obtained by dividing your total Worldwide
Wages for 2023 by $1,000,000.
The rate calculation must be rounded to the second decimal. If the third decimal is
equal to or greater than 5, the second decimal must be rounded to the nearest
second decimal.
• If your total Worldwide Wages for 2023 are over $7.2 million, your rate is 4.26%.

If an employer is eligible for a reduced rate because they are in the primary or
manufacturing sectors, the contribution rate is determined as follows:
• If total worldwide payroll for 2023 is equal to or less than $1 million, the rate is
1.25%
• If total worldwide payroll for 2023 is greater than $1 million but less than $7.2
million, the rate is based on the following formula:
W (%) = 0.7645 + (0.4855 x S), where
W represents the rate and S the quotient obtained by dividing the total payroll for
2023 by 1,000,000.
• If your total Worldwide Wages for 2023 are over $7.2 million, your rate is 4.26%.

Dayforce calculates QHSF for the current year based on the previous year’s Worldwide
Wage amount as entered by the employer. It is critical that the amount entered is
accurate and includes remuneration both within and outside Québec.

Note: The actual contribution rate is determined by using the TOTAL worldwide
payroll amount for 2023. The Health Services Fund contributions reconciliation at Year
End may indicate that remuneration, subject to QHSF, is more than was originally
estimated for the purpose of establishing the correct contribution rate. Employers are
then expected to modify their QHSF rate, and make any required year-to-date
corrections, before the last remittance of the year.

Employers who have under-remitted should not wait until the annual filing of Summary
of Source Deductions and Employer Contributions–RLZ-1.S-V or interest may be added
to the amount payable at the discretion of the agency. For further details, see the back
of the RL-1 Summary.

The upper total payroll threshold for QHSF is expected to be indexed to increase from
$7.2 million in 2024.

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Year End Customer Guide

 Newfoundland and Labrador Health and Post-Secondary Education Tax (HAPSET)

Newfoundland and Labrador Health and

Post-Secondary Education Tax
(HAPSET)
Employers with employees in Newfoundland and Labrador are subject to the Health and
Post-Secondary Education Tax (HAPSET) when their cumulative payroll exceeds the $2.0
million exemption threshold.

Filing a return
Where Newfoundland and Labrador gross earnings for 2023 are $2,000,000 or greater,
an Annual Declaration Return form, if required, is to be filed by March 31, 2024. The
Annual Declaration Return is sent directly to employers. The Department of Finance
may levy penalties for payments or returns filed late or when full payment is not paid on
or before filing dates.

Employers whose cumulative payroll will not exceed the $2.0 million exemption
threshold are not required to pay this 2% payroll tax.

Employers who are associated with other corporations or who are in partnership with
other employers are required to file an allocation agreement for the purposes of
allocating the exemption threshold.

ACTION REQUIRED: If payroll includes employees in the province of Newfoundland and

Labrador*, submit the Annual Declaration Return, if required, by March 31, 2024.

*If 2023 gross earnings >$2,000,000

Northwest Territories/Nunavut Payroll

Tax
Payroll tax in the Northwest Territories (NT) and Nunavut (NU) is levied as a 2%
deduction from the gross remuneration of employees. These payroll taxes apply to all
employees who work, perform duties, or provide services in NT or NU, regardless of the
province or territory of residence of the employee or employer or the employee's age.
There is an exemption available to employees who normally work outside the territory.
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Year End Customer Guide

 Workers’ compensation (WCB)

For additional information, see the websites for Northwest Territories Department of
Finance and Nunavut Department of Finance.

Workers’ compensation (WCB)

If WCB/CSST is calculated using Dayforce and a new rate is announced, for each
province, ensure that rates are updated and that a new record is created with the start
date of the new year.

Note: Ceridian will remit for the following 2 jurisdictions if configured for remittances:
• Nova Scotia: WCB
• Québec: CSST

Workers’ compensation maximum assessable

amounts for 2023
The 2023 Workers’ Compensation Maximum Assessable earnings are automatically
updated in Dayforce when the 2024 values become available.
Province Maximum Assessable Amounts for 2023
BC $112,800
AB $102,100
SK $96,945
MB $153,380
ON $110,000
QC $91,000
NB $74,800
NS $69,800
PE $65,000
NL $72,870
YT $98,093
NT/NU $107,400

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Year End Customer Guide

 Workers’ compensation (WCB)

Filing a return
The provincial WCB should communicate the rates at which to calculate the premiums.

If there are employees:

• In the provinces of Québec and Nova Scotia, Ceridian will remit WCB premiums if
configured. It is the employer’s responsibility to file their WCB annual
returns/reconciliations.
• In provinces other than Québec and Nova Scotia, Ceridian will not remit WCB
premiums. It is the employer’s responsibility to remit WCB premiums and to file
their WCB annual returns/reconciliations.

Filing Québec CSST (Commission des normes, de

l'équité, de la santé et de la sécurité du travail)
Employers paying employees in Québec must pay CSST insurance premiums to Revenu
Québec. These payments are based on actual insurable wages paid to employees.

CSST payments are to be remitted to Revenu Québec (RQ) with employers’ source
deductions and employer contributions (weekly, twice monthly, monthly or quarterly as
per the existing remitting schedule). Even if not subject to source deductions or
employer contributions (i.e. no permanent establishment in QC), CSST payments are still
payable to RQ.

It is an employer’s responsibility to reconcile and submit an annual Statement of Wages

to the CNESST. Employers are required to complete and return the annual Statement of
Wages by March 15, 2024.

CNESST reconciles the total premiums remitted during the year to the premium amount
payable, based on actual insurable wages reported. If there is a balance owing, CNESST
invoices the employer directly and will issue an assessment notice.

For more information, visit the CNESST website.

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Year End Customer Guide

Appendix A: Resources
for Year End
Resources for Year End information
The Customer Community contains information related to Year End, and includes the
Year End Checklist, Guides, and Knowledge articles. Navigate to Knowledge Base >
Dayforce > Year End > Canada Year End:
• 2023 Dayforce Year End Checklist (CAN)
• Canadian Year End Guides and Schedules (CAN)
• Dayforce Compass Guiding You Year-Round Newsletters (CAN)
• 2024 Pay Period One Supplement (will be available in December)
• Community Canada Year End Discussion Posts

In addition, refer to the following links to government sites:

• For further details concerning payroll deductions, consult Canada Revenue Agency’s
(CRA’s) Employers’ Guide - Payroll Deductions and Remittances (T4001)
• For Revenu Québec information, see their Guide for Employers: Source Deductions
and Contributions:
https://www.revenuquebec.ca/en/online-services/forms-and-publications/current-
details/tp-1015.g-v/ - English
https://www.revenuquebec.ca/fr/services-en-ligne/formulaires-et-
publications/details-courant/tp-1015.g/ - French
• For payroll and legislative information, please visit the Ceridian Compliance Centre.

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Year End Customer Guide
Appendix B: Coding
“Other Information” on
the T4
Coding the “Other Information” area of
the T4
The “Other Information” area at the bottom of the T4 has boxes to enter codes and
amounts that relate to employment commissions, taxable allowances and benefits,
deductible amounts, and other entries if they apply. The boxes are not pre-numbered as
the boxes are at the top part of the T4.

The CRA codes table on page 57 lists all the CRA codes that can be used in the “Other
Information” area of the T4, along with the associated Dayforce system codes.

In the column Dayforce Code, the appearance of the words “Client Defined Code”
means this is a client configured code and the mapping of the code to the tax slips box,
including the Tax and Compliance Definition, must be maintained. System changes to
Tax and Compliance will not apply to any Client Defined Codes.

Permanent System level codes with earnings and deductions are pre-defined and are
listed in the column Dayforce Code.

For additional information, refer to CRA’s Employers’ Guide - Payroll Deductions and
Remittances (T4001).

The following table lists all the CRA codes, which can be listed in the Other Information
area of the T4, along with the associated Ceridian system codes.

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Year End Customer Guide
 Coding the “Other Information” area of the T4

CRA codes
Description CRA T4 Box Action Dayforce Code
Code Required
Board and lodging Code 30 Box 14 Enter amount Permanent System
as required Level Code Housing
TB
Special work site Code 31 None Enter amount Client defined Code
as required
Travel in a prescribed Code 32 Box 14 Enter amount Client defined Code
zone as required
Medical travel Code 33 None Enter the Client defined Code
assistance portion of
Code 32 that
applies
Personal use of Code 34 Box 14 Enter amount Permanent System
employer’s as required Level Code Co Auto
automobile or motor TB
vehicle
Interest-free and low- Code 36 Box 14 Enter amount Permanent System
interest loans as required Level Code Loan Int
Security options Code 38 Box 14 Enter amount Permanent System
benefits as required Level Code Stock
Opt
Security options Code 39 None Deduction Permanent System
deduction - 110(1)(d) available may Level Code Stock
be limited to Opt 50%
qualified
securities and
subject to a
CRA
calculation
Other taxable Code 40 Box 14 Enter amount Permanent Any
allowances and as required Code defined with
benefits a T4 Box of 40

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Year End Customer Guide

 Coding the “Other Information” area of the T4

Description CRA T4 Box Action Dayforce Code

Code Required
Security options Code 41 None Enter 50% of Client defined Code
deduction - the amount
110(1)(d.1) reported in
Code 38 for
these shares
Employment Code 42 Box 14 Enter amount Permanent System
Commissions as required Level Code Comm

Canadian Armed Code 43 Box 14 Enter amount Client defined Code

Forces personnel and as required
police deduction
Eligible retiring Code 66 None Enter amount Permanent System
allowances as required Level Code Ret
Allow E
Non-eligible retiring Code 67 None Enter amount Permanent System
allowances as required Level Code Ret
Allow NE
Indian (exempt Code 69 None Enter amount Permanent System
income) Non-eligible as required Level Code Ret
retiring allowances Allow NE and
Employee is Status
Indian
Indian (exempt Code 71 Various Change Any Code defined
income) – (dependa employee Tax with a T4 Box of 14
Employment nt on TD1- Status code and Employee is
IN Status Indian
determina
tion)
Past service Code 74 None Enter the Client defined Code
contributions for 1989 amount from
or earlier years while Box 20 that
a contributor belongs to this
period

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Year End Customer Guide

 Coding the “Other Information” area of the T4

Description CRA T4 Box Action Dayforce Code

Code Required
Past service Code 75 None Enter the Client defined Code
contributions for 1989 amount from
or earlier years while Box 20 that
not a contributor belongs to this
period
Workers’ Code 77 None Enter amount Client defined Code
compensation of WCB
benefits repaid to the benefits repaid
employer to the
employer
which was
previously
included in the
employee’s
salary
Fishers – Gross Code 78 None Enter amount Client defined Code
income as required
Fishers – Net Code 79 None Enter amount Client defined Code
partnership amount as required
Fishers – Shareperson Code 80 None Enter amount Client defined Code
amount as required
Placement or Code 81 None Enter amount Client defined Code
employment agency as required
workers – Gross
income
Taxi drivers and Code 82 None Enter amount Client defined Code
drivers of other as required
passenger-carrying
vehicles – Gross
income
Barbers or Code 83 None Enter amount Client defined Code
hairdressers – Gross as required
income

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Year End Customer Guide

 Coding the “Other Information” area of the T4

Description CRA T4 Box Action Dayforce Code

Code Required
Employee-paid Code 85 None Enter amount Permanent System
premiums for private as required Level Deduction
health services plans Code Dental,
Extended Health
Security options Code 86 None Enter the cash- Client defined Code
election out amount
required

Emergency services Code 87 None Enter the Client defined Code

volunteer exempt amount of the
amount exempt
payment (up
to $1,000)
Indian (exempt Code 88 None Enter the TBD
income) – Self- amount of the
employment tax-exempt
gross earnings

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Year End Customer Guide

Appendix C: Tax slip
sort options
Tax slip sort options
Employers can change existing delivery packages but will require assistance to create
new delivery packages. To create a new delivery package for Tax Slip Delivery, contact
Customer Support.

The sort order for the printing of tax slips can be viewed and updated by navigating to
Payroll Setup > Report Output > Delivery Package > Tax Forms > Sort Parameters.

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Year End Customer Guide
Appendix D: Year End
questions and
troubleshooting
While processing Year End, there may be questions that aren’t answered within the Year
End Guide. The focus of this section is to provide answers to common Year End
questions.

Q: Why is Ceridian’s deadline for filing earlier then the deadline set by CRA and
Revenu Québec?

A: There are certain steps and procedures Ceridian must complete in order to validate
and submit information to Canada Revenu Agency and Revenu Québec after
Ceridian’s customer filing deadline. Additional time is required in order to meet the
processing deadline set by CRA and Revenu Québec.

Q: Should I have received a T4/RL-1 Summary from Ceridian?

A: No, Ceridian does not provide T4/RL-1 Summaries.

Revenu Québec distributes RL-1 Summaries directly to employers.

CRA’s fillable T4 and T4A Summaries can be completed here or a request for paper
forms can be made at https://www.canada.ca/en/revenue-agency/services/forms-
publications.html. CRA no longer sends paper summaries to employers via the mail.
For further instruction, review Tax slip filing and amendments page 42.

Q: Why does Ceridian not file Québec RL-1 Summaries?

A: Revenu Québec sends a specially coded Summary of Source Deductions and Employer
Contributions form to each employer with Québec employees. Employers are
required to complete this form in order to submit summaries to Revenu Québec.

Q: Where do I find the WCB/CSST assessable amounts by employee?

A: Refer to the Workers’ Compensation Report in Payroll.

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Year End Customer Guide
 Tax slip sort options

Q: Why did my employee’s name truncate on the tax slips?

A: The tax slips will only display the first 12 characters of the first name and the first 20
characters of the last name entered in Dayforce.

Q: How can CPP/QPP deficiencies be prevented when processing 27 or 53 pays in the

year?

A: Every 7th year for weekly pay frequencies, and 11th year for bi-weekly pay
frequencies, employers process an extra pay of the year (27th or 53rd).

Dayforce prorates the annual CPP/QPP exemption amount based on the generated
pay group calendar, which is determined by the payroll frequency (12-monthly, 24-
semi-monthly, 26-bi-weekly and 52-weekly). If there is a 27th (bi-weekly) or 53rd
(weekly) payroll in the year, Dayforce calculates the CPP/QPP exemption based on
the number of Pay Dates within that year.

Prior to the first pay of the new year, review the Pay Calendars (Pay Set Up > Pay
Group > Pay Calendar) to ensure that the correct number of pay periods and pay
dates are displayed within the calendar year.

If the Pay Date would normally fall on the first of the month, take note that January 1
is a bank holiday and it is not recommended to pay employees on a bank holiday.
Manually changing the pay date to December 31 of the prior year may impact the
number of pay dates in the year. Validate the Adjust Type for Holiday configuration
(Pay Setup > Pay Group > Payroll Properties) to ensure that Dayforce doesn’t use
January 1, or any other Holiday, as a pay date.

If the first pay of the year has been processed and it is discovered that the Pay
Calendar has an incorrect number of pay periods in the year, there may be CPP/QPP
discrepancies. Contact Customer Support to correct the number of pay periods
displayed.

Note: **After the pay period has been corrected, the discrepancies will be displayed for
the remainder of the year and manual validation and updates may be required. This may
result in a PIER Report**

Q: I received a late filing letter from CRA. What should I do about it?

A: Ceridian electronically files Year End information, but there still may be
circumstances where a late filing letter could be received from CRA and/or Revenu
Québec. Contact Customer Support for assistance with resolution if a letter is
received.

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Year End Customer Guide

 Tax slip sort options

Note: Once the Year End files are delivered, the agencies (CRA/RQ) may take up to 4-6
weeks to process them.

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Year End Customer Guide

Appendix E: Year End
reports
Canada Year End reports are listed below:

Year End Report Description

The Canada CPP/QPP Discrepancy Report tracks any

Canada CPP/QPP Discrepancy
discrepancies that occur between CPP and
Report
QPP calculations and actual deductions for employees.

The Canada EI/QPIP Discrepancy Report tracks any

Canada EI/QPIP Discrepancy
discrepancies that occur between EI and
Report
QPIP calculations and actual deductions for employees.

The Canadian version of the Wage and Tax Report

Canadian Wage and Tax
provides the option to extract Current-to Date, and Year-
Report
to-Date wage and tax data.

The Canada Earning and Deduction Matrix Validation

Canada Earning and
provides one source to review the taxability, ROE and tax
Deduction Matrix Validation
slip reporting of all earnings and deductions. Users have
Report
the option to extract reports for either earnings or
deductions or a combination of both.

The T4 Management Report provides a preview of all

T4 Management Report
wages, taxes, and amounts reporting in all boxes on tax
slips.

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Year End Customer Guide
 Tax slip sort options

Year End Report Description

The T4 Exception Management Report identifies any
T4 Exception Management
exceptions or conditions that should be investigated on
Report
T4s. Examples may include, but are not limited to,
incorrect CRA tax numbers or negative amounts.

The T4A Management Report provides a preview of all

T4A Management Report
wages, taxes, and amounts reporting in all boxes on
employee T4A slips.

The T4A Exception Management Report identifies any

T4A Exception Management
exceptions or conditions that should be investigated on
Report
T4As. Examples may include, but are not limited to,
incorrect CRA tax numbers or negative amounts.

The Releve 1 Management Report provides a preview of

Releve 1 Management Report
all wages, taxes, and amounts reporting in all boxes on
employee tax slips.

The Releve 1 Exception Management Report identifies

Releve 1 Exception
any exceptions or conditions that should be investigated
Management Report
on Releve 1s. Examples may include, but are not limited,
to incorrect RQ tax numbers or negative amounts.

The Releve 2 Management Report provides a preview of

Releve 2 Management Report
all wages, taxes, and amounts reporting in all boxes on
employee tax slips.

The Releve 2 Exception Management Report identifies

Releve 2 Exception
any exceptions or conditions that should be investigated
Management Report
on Releve 2. Examples may include, but are not limited
to, incorrect RQ tax numbers or negative amounts.

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Year End Customer Guide