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Administrator Guide
Last Updated: 2023-06-23
Define Year-End Tax Form Sort and Split Options (CAN)

Define Year-End Tax Form Sort and Split Options (CAN)

Security:
Process: Year End (Run) - CAN
 domain in the CAN Payroll functional area.
You can specify how Workday splits year-end forms into batches for printing and how Workday sorts them within batches.
The sort order applies to T4, T4A, T4A-RCA, RL-1, RL-2, and NR4 original and corrected forms.
  1. Access the
    Maintain Canada Year End Sorting Setup
     task.
  2. As you complete the task, consider:
    Option Description
    Year End Form Sorting Values
    Select 1 or more sort categories to define their order for the PDF file you generate with the
    Create Forms
     task.
    Example: Select
    Employee Status
     and then
    Company
    ; Workday lists workers first by employee status (terminated, leave, active) and then by company within each employee status set.
    For printed PDF year-end forms, the default sort order is:
    • Company
    • Last Name
    • First Name
    • Middle Initial
    Split File
    Select to split the forms into separate PDFs by the
    Year-end Form Sorting Values
    .
    If you don't select a split option, Workday organizes the forms into batch files and names the forms by company.
    The split option determines the names of the batch files.
    Example: When you split files by company, Workday:
    • Splits the PDF into batch files by company.
    • Names each batch file after the company of the employees it contains.
    Example: When you split files by employee status, Workday:
    • Splits the PDF into batch files by employee status.
    • Names each batch file after the status of the employee in this order:
      • Terminated
      • Leave
      • Active