Videos 1-3
For 2022 taxation year, when are clients required to give T4s to their employees?
2/28/2023
A Year-end report that allows you to verify and balance your tax forms prior to their processing. It provides box by box totals for all employees and is sorted by business number.
ANNUAL REGISTER
Can you still use the 1st Variable Hold if the final Tax forms are already produced?
No
What should we advise the client before we schedule the Tax form rerun
Rerun Fees
What are the 2 ways to send the request for a rerun?
Individual employee and for the whole company
Provide the exact pathway on how to assign a time off policy to an employee
Employee>>Select Employee>>Time off>> Add time off policy
Estes requested for an annual register yesterday. On the header, the Report Information has a run date of March 30,2022 while the Section Information has a period ending date of April 31,2021. What is the taxation year for the tax forms that will be produced.
2021
How many payroll products/platform do we support in The Bridge for SBS?
3 – Teampay, OTG, Pay@Work
PASS status which will prevent the tax form from being generated
T, SN, and 90
PIER Report Stands for?
Pensionable and Insurable Reconciliation Report
A non-EI exempt ON employee’s Regular earning for 2022 was 100000. Calculate employee’s EI premium (2022 EI rate 1.58%).
$952.74 (max insurable earning 60300 x 1.58%)
Amaccana Acla called in and would like to double-check the status of the YTD adjustment that she submitted.
In which CCI screen should you go to confirm the status?
P, ACMP
For Telpay/P@work clients that moved to Teampay, What is the MNEM that causes extra line in the employee’s line of address?
ADR2
What needs to be submitted for the changes to reflect in Mainframe?
Regular or Special payroll
Tax forms were filed for company- The Last of Us but the company name was incorrect. They only have 2 employees and wants the tax forms updated for both. CSR Marisol advised CSR Marites to complete a tax run amendment request form and email autopay production. Is this correct and why?
No, we cannot amend for business name change. Whole company amendment rerun is also keyed in share point.
Please give at least 2 examples of Action Mass Change Codes and their meaning
A = ADD ONLY IF A VALUE EXISTS FOR THE EMPLOYEE
B = ADD EVEN IF A VALUE DOES NOT EXIST FOR THE EMPLOYEE
C = CHANGE ONLY IF A VALUE EXISTS FOR THE EMPLOYEE
E = CHANGE EVEN IF A VALUE DOES NOT EXIST FOR THE EMPLOYEE
X = CLEAR THE FIELD
% = MULTIPLY BY THE REQUESTED PERCENTAGE
What are the 3 Transaction codes that can't be processed on the same pay that NCYR is processed?
40TRAN, 40KEEP, and 40MOVE
What is the Tax Form Trial Run Report Request Form also known as?
Year End Balancing Form
In Year End Tax Run Indicator, what are the 2 values that would prevent the tax form from being generated?
N and 101
What is the maximum allowable number of employees who can be EI exempt in a company?
2
Name 3 types of time off policies
Banked Time
Bereavement
Bereavement - Unpaid
Jury Duty
Jury Duty - Unpaid
Other
Other - Unpaid
Sick
Sick - Unpaid
Vacation
What are the 4 fields in Sharepoint that need to be filled out when requesting a new Annual Register?
1. Processing Centre:
2. Company Code
3. Production Date
4. Production Time
What value will display in Box 28 for employee who has elected (CPT30 form) to stop contributing to CPP?
Blank
One of the reasons why tax forms are not produced is because of a Missing Business Number. Which report can you review for missing tax form information?
Report of Tax Form Balance
If a T appears after the pensionable or insurable earnings amount, it means that we based the calculations on this type of income.
Total Employment Income