Year-end - Table of content > Forms and instructions to fill them

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

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

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

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

IMPORTANT

1The totals must be indicated otherwise the form will be returned to you. Use as many copies of this page as necessary.

2Upon receipt of the corrected payroll record, and after having verified the accuracy of the changes, select your company in the Produce tax slips function on the payroll application to confirm your company’s tax slips production.

This form is exclusive to Telephone Payroll clients. It is only required if your company has pension adjustments to submit to us
(box 52 on T4 income tax slips).

✓ Enter rounded amounts only (no decimals).

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

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

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

D600 – Pension adjustment

D726 – Pension adjustment

G751 – DPSP (abbreviation for pension plan)

IMPORTANT

1Make sure to enter the totals; otherwise, the form will be returned.

2Adjustments must be submitted before your final payroll of the year, and no later than before the tax slips are produced. To allow more time, you may use the Postpone tax slip production function.

3If you delayed tax slip production, once you’ve received the corrected Payroll Record and have verified the accuracy of the changes, you must select your company in the Produce tax slips function to confirm the production of the tax slips.

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

Additional information

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

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

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

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

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

✓ Please check the payroll frequency box (12 or 24 pp) :

✓Enter the dates of the pay period (End date, Payment date and Processing date)
for each month.

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

If necessary

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

✓The dates must match your payroll processing schedule.

Instructions and forms to fill them

Instructions and forms to fill them