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Administrator Guide
Last Updated: 2023-06-23
Map Earnings and Deductions to Year-End Boxes (CAN)

Map Earnings and Deductions to Year-End Boxes (CAN)

Security:
Set Up: Payroll (Year End) - CAN
 in the CAN Payroll functional area.
Map Canada year-end form boxes to earnings, deductions, and pay-component related calculations. Workday Payroll calculates them and displays them in each section on the forms.
Workday already maps several boxes for you.
  1. Access the
    View Canada Year End Form Box Configuration
     report.
  2. Select the relevant form in the
    Canada Year End Forms
     field.
  3. Click the relevant button for a configurable box:
    • Maintain T4 Box Configuration
    • Maintain T4A Box Configuration
    • Maintain T4A-RCA Box Configuration
    • Maintain RL-1 Box Configuration
    • Maintain RL-2 Box Configuration
  4. As you complete the box configuration, consider:
    Option Description
    Effective Until End of Year
    If you:
    • Don't select a year, this mapping remains valid indefinitely.
    • Select a year, you must provide a new mapping for subsequent years.
    Calculation
    Select all pay components for a given year in the same row. For all boxes except detail reporting codes, Workday sums up pay components in the same row. Workday then reports the total of those pay components on the year-end form in the box you're configuring.
    Keep all calculations valid for a year-end box in the same row. End date a previous row before adding a new one. Example: You add a new row with a new pay component effective 2020. You end the existing row in 2019, and add the pay components from that row to the new row for 2020.
    Create calculations as needed, such as one for research grants.
    Detail Reporting Code
    • T4 and T4A: This column is available only for
      Other Information
      .
    • RL-1: This column is available only for
      Box O
       and
      Additional Information
      .
    • RL-2: This column is available only for
      Additional Information
      .
    Select all the pay components valid for the detail reporting code in the same row.
Once you’ve completed a payroll, you can view the results of your configuration on these reports and change it if necessary:
  • T4 Preview
  • T4A Preview
  • T4A-RCA Preview
  • RL-1 Preview
  • RL-2 Preview
You can access the
Canada Company Year End Audit
 report to view company level exceptions.
You can also view the
Other Information
 and
Additional Information
 box details by box code and amount in separate columns with totals. Access these reports:
  • T4 Corrections Preview – Other Info
  • T4 Preview – Other Info
  • T4A Preview – Other Info
  • RL-1 Corrections Preview – Additional Info
  • RL-1 Preview – Additional Info
  • RL-2 Preview – Additional Info
  • View T4 Form Data – Other Info
  • View T4A Form Data - Other Info
  • View RL-1 Form Data – Additional Info
  • View RL-2 Form Data - Additional Info
Box O and Additional Info (RL-1)
Multiple Calculations
You’ve created a
Research Grants [CAN]
 calculation for your company. You configure multiple calculations for Box O and 1 or more calculations for Additional Info:
Payroll Year End Form Box
Calculation
Detail Reporting Code
O
Retiring Allowances [CAN]
Research Grants [CAN]
RJ - Retiring allowance (including an amount paid for the loss of employment)
RC - Research grants
Additional Info
Basic Life - Standard Life - ER [CAN]
Canada Pension Plan (CPP) [CAN]
A-1 - Employee benefit plan
B-1 - CPP contribution
The value of the pay components you configured are:
  • Retiring allowance = 10,000
  • Research grants = 5,000
  • Basic life insurance = 1,400.48
  • CPP contribution = 456
Workday lists the amounts for Box O and Additional Info in the Additional Info box on the RL-1.
RL-1 Box
Code
Amount
Explanation
O - Other income not included in box A
15,000 CAD
What you configured for Box O.
For multiple Box O amounts, the RL-1 displays the aggregated amount.
Code (case O)
RZ
What you configured for Box O.
For multiple Box O amounts, the RL-1 displays code RZ (amount derived from more than 1 source). Code RZ identifies it as having multiple calculations.
Additional Info
RZ-RJ
10,000 CAD
What you configured for Box O.
Additional Info
RZ-RC
5,000 CAD
What you configured for Box O.
Additional Info
Box A-1
1400.48 CAD
What you configured for Additional Info.
Additional Info
Box B-1
456.00 CAD
What you configured for Additional Info.