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Administrator Guide
Last Updated: 2023-06-23
Approve Year-End Data (CAN)

Approve Year-End Data (CAN)

  • Audit employee data and correct any critical exceptions.
  • Create year-end data after you've addressed all exceptions in the preview reports.
  • Security:
    Process: Year End (Run) - CAN
     domain in the CAN Payroll functional area.
For 2022 onward, you must approve your year-end data before submitting your tax filings to the Canada Revenue Agency or Revenu Québec. Workday enables you to approve data for year-end tax forms and corrections. This approval process can help you resolve issues that might cause your integration files to fail.
  1. Access the
    Approve Year End Form Data
     task.
    The
    Approve Year End Form Data
     task doesn't display for year-end tax data created before 2022.
  2. After you complete the
    Approve Year End Form Data
     task, confirm that you have no exceptions or warnings at the company level or employee level.
  3. (Optional) Confirm that the value in the
    Approved Form Count
     column is the same number as the number of tax forms you created.
  4. (Optional) To cancel your approval of the year-end tax data, access the
    Rescind Approve Year End Form Data
     task.
After you approve your year-end data, you can select your company from the
Companies
 prompt when you access the
Launch/Schedule Integration
 task for tax filing.
Set up and launch your tax filing integration.