2018 Year-End Customer Guide

2018 Year-End Customer Guide

Dayforce

? Ceridian HCM, Inc.

2018 Year-End Customer Guide

Welcome to the 2018 Dayforce Year-End Customer Guide. This guide is the primary reference for the Year-End process. The information contained in this customer guide is up to date as of Thursday, November 8, 2018. The following additonal information and resources are available: ? Appendix A: Resources for Year-End, provides additional Dayforce resources

as well as links to legislative information. ? Appendix D: Year-End Questions and Troubleshooting, contains answers to

common year-end questions and troubleshooting. This guide and other resources are available in the Ceridian Support Portal at . To access articles: ? Search for knowledge articles by entering key words or the name of the article

in the "How can we help you?" field.

? Choose the Knowledge Base menu item at the top of the Home page. Select Year End > Canada Year End.

Please be advised that the Year-End Customer Guide is a national document distributed to Ceridian customers across Canada. Differences may occur with respect to provincial and/or regional processes and procedures.

2 Year-End Customer Guide

The information in this guide is provided by Ceridian Canada Ltd. as a convenience. Ceridian does not warrant the accuracy or completeness of the information. Contents may be subject to change. Always check with the proper authority for the most current information available

3 Year-End Customer Guide

Table of Contents

2018 Year-End Customer Guide ............................................................................................... 2

Important Topics to Review ....................................................................................................... 6

New in Dayforce Version 55................................................................................................... 6

New Legislation in 2018 ......................................................................................................... 6

New Legislation for 2019 ....................................................................................................... 7

Checklist of 2018 Year-End Activities ........................................................................................ 9

September - November 2018................................................................................................. 9

December 2018 ................................................................................................................... 13

January ? February 2019 ..................................................................................................... 15

March 2019 .......................................................................................................................... 18

Important Year-End Dates and Deadlines ............................................................................... 19

Important Tax Form/Statement Dates and Deadlines .......................................................... 19

Cut Off Dates .................................................................................................................................................. 19 Missed Tax Form/Statement Processing Deadline......................................................................................... 20 Tax Forms/Statements.................................................................................................................................... 20

Year-End Reports and Processing .......................................................................................... 21

Running Year-End Adhoc Reports....................................................................................... 21

Accessing Year-End Archived Reports ................................................................................ 22

Reviewing Important Information Required by Ceridian....................................................... 23

Required Employee Information ..................................................................................................................... 23 Required Employer Information ...................................................................................................................... 24

Processing Year-to-Date Corrections ...................................................................................... 26

Making Corrections to Year-to-Date Values......................................................................... 26

Year-to-Date Corrections (Using the Adjustments Tab) ................................................................................. 27 Year-to-date Corrections (Using the Checks Tab).......................................................................................... 28 Moving Employee YTDs From one Province to Another ................................................................................ 29 Correcting Employees with the Same ID and multiple countries .................................................................... 29 Entering Pension Adjustments (PA)................................................................................................................ 30

Provincial Health Care Levies & WCB..................................................................................... 31

Ontario Employer Health Tax (EHT) .................................................................................... 31

Filing a Return for EHT ................................................................................................................................... 31 Debit or Credit Balance ................................................................................................................................... 32 EHT Annual Year-End Return ? Monthly Remitters ....................................................................................... 32 Balancing EHT Payments ? An Example........................................................................................................ 32

Manitoba Health and Post-Secondary Education Tax.......................................................... 34 4 Year-End Customer Guide

Filing a Return ................................................................................................................................................. 34

Qu?bec Health Services Fund (QC HSF) ............................................................................ 34

Filing a Return ................................................................................................................................................. 34

Newfoundland and Labrador Health and Post-Secondary Education Tax (HAPSET).......... 36

Filing a Return ................................................................................................................................................. 36

Northwest Territories/Nunavut Payroll Tax........................................................................... 37 Workers' Compensation (WCB) ........................................................................................... 37

Workers' Compensation Maximum Assessable Amounts for 2018................................................................ 38 Filing a Return ................................................................................................................................................. 38

Filing Qu?bec CSST (Commission des normes, de l'?quit?, de la sant? et de la s?curit? du travail) .................................................................................................................................. 39 Initiating the Year-End Process ............................................................................................... 40 Year-End Role Configurations ............................................................................................. 40 Processing Tax Forms/Statements ...................................................................................... 41

Preview Employee Tax Forms/Statements..................................................................................................... 42

How to Initiate Tax Form/Statement Printing and Delivery................................................... 45 Tax Form/Statement Delivery Package ............................................................................... 48

Self Service Tax Form/Statement Availability ................................................................................................. 49

Tax Form/Statement Filing and Amendments ......................................................................... 51 Submission of Tax Forms/Statements ................................................................................. 51 T4/RL Filing Deadline for 2018 ............................................................................................ 51

Electronic Filing and Revenu .......................................................................................................................... 51

CRA Summaries .................................................................................................................. 52 Making Amendments After Tax Forms/Statements Have Been Printed............................... 52 Appendix A: Resources for Year-End ...................................................................................... 54 Resources for Year-End Information.................................................................................... 54 Appendix B: Coding "Other Information" on the T4.................................................................. 55 Coding the "Other Information" Area of the T4..................................................................... 55

CRA Codes ..................................................................................................................................................... 56

Appendix C: Tax Form/Statement Sort Options....................................................................... 60 Tax Form/Statement Sort Options ....................................................................................... 60

Appendix D: Year-End Questions and Troubleshooting .......................................................... 61 Appendix E: Year-End Reports................................................................................................ 64

5 Year-End Customer Guide

Important Topics to Review

This section of the year-end guide introduces new enhancements, legislations and offers tools to enhance year-end processing.

During the year-end process, please take the time to review the following sections of the year-end guide: ? Checklist of 2018 Year-End Activities, page 9 ? Processing Year-to-Date Corrections, page 26 ? Provincial Health Care Levies & WCB, page 31 ? Appendix D: Year-End Questions and Troubleshooting, page 61.

New in Dayforce Version 55

Limited and Total Taxable Wages ? The Checks tab is updated so Dayforce now generates the limited and total

taxable wages for the employee and employer taxes that are applicable for the earnings on a manual cheque without clicking Calculate Check. Previously, Dayforce only generated limited and total wages when Calculate was clicked in the Check Entry tab. ? The Adjustments tab is updated so that when a tax entry for an adjustment is added without creating one for its corresponding employee or employer tax, Dayforce now automatically generates a tax entry for the corresponding tax. For example, if an entry is only created for employee EI, the application generates an entry for employer EI as well.

On the Support Portal, search for the knowledge (KB) article Limited and Total Taxable Wages or navigate to Knowledge Base > Year End > Canada Year End.

New Legislation in 2018

? Federal: ? Home relocation loan deduction eliminated effective January 1, 2018

6

Year-End Customer Guide

New Legislation for 2019

? Social events ? threshold for reporting employee benefits derived from employer sponsored social events is increased from $100 to $150

? Alberta and Ontario ? Employment Standards amendments were made effective January 1, 2018. In Alberta, the changes impacted holiday pay/eligibility, overtime banking, and leaves. In Ontario, they impacted holiday pay (until June 30, 2018), overtime for multiple rate employees, vacation and leaves.

? Provincial Parental Leaves ? Extended to align with 18-month EI benefit option. Currently available to federally regulated employees and employees working in Ontario, Alberta, New Brunswick, British Columbia, Newfoundland, Manitoba.

? Saskatchewan ? the Labour-sponsored Venture Capital Tax Credit rate was reduced from 20 percent to 17.5% for the 2018 taxation year. The maximum individual annual tax credit that can be earned declined from $1,000 to $875.

? Qu?bec: ? Health Services Fund ? There were 2 rate reductions and a threshold change in 2018. Revenu Qu?bec intends to offer tools to assist employers with RL-1 Summary completion. It is critical that employers enter worldwide wages correctly in Dayforce and update that figure annually.

? Source Deductions Return (TP1015.3) ? The method of calculating the Qu?bec employee basic/spousal amount and other amounts changed in 2018. The basic/spousal amount increased from $11,635 to $15,012 and other amounts were increased and indexed.

? Fondaction ? Despite earlier announcements, the rate of the tax credit for the purchase of shares issued by Fondaction remained at 20% throughout 2018.

New Legislation for 2019

? CPP and QPP ?The new 2019 employee contribution rates are 5.10% (CPP) and 5.55% (QPP). Dayforce automatically updates to the new rates with the first 2019 payment date.

? Ontario: ? Employer Health Tax ? Exemption is set to increase from $450,000 (inflation adjustment) and there is a potential change to exemption eligibility so that it would only to be available to individuals, charities, not- for-profit organizations, private trusts and partnerships, and CCPCs.

? Employment Standards ? The 3 Hour Rule provisions were amended by Bill 148 to increase on-call and call-in pay obligations effective January 1,

7

Year-End Customer Guide

New Legislation for 2019

2019. Bill 47 was introduced in October 2018 and may remove some requirements. ? British Columbia: ? Employer Health Tax ? An annual or quarterly tax on BC Payroll was announced in Budget 2018. There is a $500,000 exemption for employers with BC Payroll below $1.5M and a calculated rate for employers between $500,000 and $1.5M. Employers with BC Payroll above $1.5M will pay 1.95%. ? Family Day ? 2019 holiday will be on the third Monday in February (rather than the second Monday in February) ? Newfoundland ?Starting January 1, 2019, the threshold for Health and PostSecondary Education Tax (Payroll Tax) will be increased by $100,000, from $1.2 million to $1.3 million. ? Qu?bec: ? Labour standards ? Bill 176 modified a number of labour standards requirements and entitlements. This includes equal treatment provisions, changes to staggering agreements and broadening holiday indemnity eligibility. In addition, as of 2019: ? vacation entitlement increases to 3 weeks after 3 years (rather than 5 years) ? there are 2 days paid leave associated with bereavement, family, sick, organ donation and domestic leaves ? Health Services Fund ? The upper total payroll threshold (beyond which the rate is 4.26%) is increasing for 2019 from $5.5M to $6.0M. ? Manitoba ? Budget 2018-19 announced an end to the 15% Labour-Sponsored Funds Tax Credit on shares acquired after 2018.

8

Year-End Customer Guide

 ................
................

In order to avoid copyright disputes, this page is only a partial summary.

Google Online Preview   Download