2012 ilt cover only - adp canada offers payroll, hr … · web viewfor the purpose of income taxes...

Workforce Now

Pension/Annuity Payroll in Workforce NowTraining Guide

IN THE BUSINESS OF YOUR SUCCESS'"

Copyright and TrademarksCopyright © 1993-2014 by ADP, Inc.

Portions copyright © 1988-1998 PeopleSoft, Inc.

This guide supports ADP Workforce Now.

All Rights Reserved. The information contained in this document is proprietary and confidential to ADP, Inc. No part of this document may be reproduced or transmitted in any form or by any means, mechanical or electronic, including photography and recording, for any purpose without the express written permission of ADP, Inc.

The core software technology for ADP’s product offering has been acquired through a licensing agreement with PeopleSoft, Inc., Pleasanton, California. Portions of the following text have been copied by permission of PeopleSoft Inc. Product specifications are subject to change without notice. No product warranty should be implied from this document.

PeopleSoft is a registered trademark of PeopleSoft, Inc.

The ADP logo and ADP letters are registered trademarks of ADP, Inc.

In the business of your success is a service mark of ADP, Inc.

All other trademarks and service marks are the property of their respective owners.

Printed in Canada

© 2013 ADP, Inc. ADP Proprietary and Confidential - All Rights Reserved. For Internal Use Only.The ADP logo and ADP letters are registered trademarks of ADP, Inc. In the business of your success is a service mark of ADP, Inc.

Page 1

Table of ContentsChange History.........................................................................................................................................................1

Pension/Annuity.......................................................................................................................................................2

Purpose....................................................................................................................................................................2

Objectives.................................................................................................................................................................2

Pension Effects on Workforce Now..........................................................................................................................3

Pension/Annuity Vocabulary....................................................................................................................................4

Pension……………………………………………………………………………………………………………………………………………………………. 4

Annuity……………………………………………………………………………………………………………………………………………………………. 4

Resident……………………………………………………………………………………………………………………………………………………………4

Non Resident…………………………………………………………………………………………………………………………………………………… 5

Pensioner………………………………………………………………………………………………………………………………………………………….5

Purpose....................................................................................................................................................................6

Objectives.................................................................................................................................................................6

Client Setup Wizard - Pension Company Creation....................................................................................................7

Adding a New Test Client with Pension (Using the Admin Tool)………………………………………………………………………..7

Add a Company to an Existing Client – Pension Company Creation (UA User).........................................................8

Adding a Pension Company to an Existing Client (Client Wizard)……………………………………………………………………… 8

The I-Hub Onboarding Process.................................................................................................................................9

On-boarding Pension/Annuity Payroll……………………………………………………………………………………………………………… 9

e-Order.....................................................................................................................................................................9

Ledger.....................................................................................................................................................................10

I-Hub Enhancements..............................................................................................................................................11

Identifying a Payroll as Regular or Pension…………………………………………………………………………………………………… 11

New Fields………………………………………………………………………………………………………………………………………………………12

Federal & Provincial Tax………………………………………………………………………………………………………………………………… 12

Earnings – Common Earnings………………………………………………………………………………………………………………………… 13

Earnings – Setups…………………………………………………………………………………………………………………………………………… 14

Earnings – Setup (Schedule Section)………………………………………………………………………………………………………………. 14

Earnings – Setup (Taxation and Reporting)……………………………………………………………………………………………………. 15


Page 2

Deductions – Common Deductions………………………………………………………………………………………………………………… 16

Interview Status......................................................................................................................................................17

Regular & Pension Payroll……………………………………………………………………………………………………………………………….17

Summary……………………………………………………………………………………………………………………………………………………….. 17

Purpose..................................................................................................................................................................18

Objectives...............................................................................................................................................................18

Changed to Workforce Now Wizards.....................................................................................................................19

Enhancements to the New Hire Wizard…………………………………………………………………………………………………………. 19

Tax Page for a Non Resident Pensioner Page…………………………………………………………………………………………………. 19

Identifying a New Hire as a Non Resident Pensioner……………………………………………………………………………………… 20

Non Resident Tax Information………………………………………………………………………………………………………………………. 23

Non Resident Tax Information……………………………………………………………………………………………………………………….. 23

Adding a Non Resident Position (Add another Position Wizard)............................................................................24

Changes to Workforce Now Standalone Pages.......................................................................................................25

Tax Withholdings Standalone Pages.......................................................................................................................26

Non Resident Tax Tab Mnemonics.........................................................................................................................26

Tax Frequency Override..........................................................................................................................................27

Tax Frequency Override…………………………………………………………………………………………………………………………………. 27

Verify Input.............................................................................................................................................................28

Verify Input Page…………………………………………………………………………………………………………………………………………….28

Summary................................................................................................................................................................28

Purpose..................................................................................................................................................................29

Objectives...............................................................................................................................................................29

Transfers.................................................................................................................................................................30

Transfer Impacts……………………………………………………………………………………………………………………………………………. 31

Import Changes......................................................................................................................................................32

Summary................................................................................................................................................................33

Purpose..................................................................................................................................................................34

Objectives...............................................................................................................................................................34

The Effects of Pension on Reporting.......................................................................................................................35

Reporting………………………………………………………………………………………………………………………………………………………. 35


Page 3

Employee Self Service (ESS) for Pensioners............................................................................................................36

Payroll Changes Report Enhancements…………………………………………………………………………………………………………..36

Summary................................................................................................................................................................36

Purpose..................................................................................................................................................................37

Objectives...............................................................................................................................................................37

Pension/Annuity Amounts & Tax Forms.................................................................................................................38

Pension Tax Forms…………………………………………………………………………………………………………………………………………. 38

T4A.........................................................................................................................................................................39

T4A – RCA (Retirement Compensation Arrangement)............................................................................................40

T4A – NR (Non Resident)........................................................................................................................................40

NR4 (Non Resident)................................................................................................................................................41

Relevé 1..................................................................................................................................................................41

Relevé.....................................................................................................................................................................41

Summary................................................................................................................................................................42

Knowledge Check...................................................................................................................................................43

Knowledge Check Answers.....................................................................................................................................45

Module Summary...................................................................................................................................................47

Training Evaluation.................................................................................................................................................48

© 2014 ADP, Inc. ADP Proprietary and Confidential- All Rights Reserved. For Internal Use Only.The ADP logo and ADP letters are registered trademarks of ADP, Inc. In the business of your success is a service mark of ADP, Inc.

Page 1

Change History

The last two updates are listed here.

Change Description Page(s)


Page 2

Pension/Annuity

Purpose

This course has been designed to take you through all areas of Workforce Now that have been impacted by the addition of Pension/Annuity payrolls. During our exploration we will discuss the impacts of decision and which tax forms are affected.

Objectives

Upon completion of this course, participants will be able to:

Define pension/annuity vocabulary

Identify the onboarding changes in both Admin Tool and I-Hub

Identify which wizards and standalone pages contain pension/annuity fields

Identify the transfer impacts

Identify the Importing Impacts

Describe which reports carry pension information

Describe the impacts to Employee Self Service

Identify pension tax form details


Page 3

Pension Effects on Workforce Now

The following areas have been affected by the introduction of pension/annuity payrolls:

Onboarding (e-Order, Admin tool and I-Hub)

Workforce Now pages:

New Hire Wizard

Add Another Position Wizard

Tax Withholdings Page

Tax Frequency Override Page

Verify Input Page

Transfer Page

Import Page

Report Page

Tax Form Impacts


Page 4

Pension/Annuity Vocabulary

The following vocabulary provides definitions that will be helpful throughout the remained of the course

Pension

Is a regular payment made during retirement from an investment fund, to which a person or their employer has contributed throughout their working life.

Annuity

A financial product sold by financial institutions. It is designed to accept and grow funds from an individual and then, upon retirement, pay out a stream of payments to the individual.

Annuities are primarily used as a means of securing a steady cash flow for an individual during their retirement years.

A fixed sum of money paid to someone each year, typically for the rest of their life

Resident

For the purpose of income taxes residents are defined as follows:

Significant residential ties are defined as a person that has:

A home in Canada

A spouse or common-law partner in Canada

Dependants in Canada

Secondary residential ties are defined as a person that has:

Personal property in Canada (Car or Furniture)

Social ties to Canada (Membership in recreational or religious organizations)

A Canadian drivers license or passport

Health insurance with a Canadian province or territory


Page 5

Non Resident

For the purpose of income taxes residents are defined as:

A normally, customarily, or routinely live in another country and are not considered a resident of Canada

A person that does not have significant residential ties in Canada

and

A person that lives outside Canada throughout the tax year

or

A person that stay in Canada for less than 183 days of the taxation year.

Pensioner

Is defined as a person who lives on or is collecting a pension, most commonly because of retirement from the work force.


Page 6

Purpose

In this module we will discuss the impacts of pension/annuity payroll, on the addition of new clients and additional business. We will review the impacts in both Admin Tool and in I-Hub.

Objectives

At the completion of this module, you will be able to:

Identify where the pension indicator is within Admin Tool

Identify the additional deduction defaults codes

Describe what features are disabled when pension is turned on

Identify the pension indicator in e-Order

Locate if a payroll is pension or regular by the indicator in Ledger

Setup a pension payroll in I-Hub

Identify impacts to all fields (which have added, modified or deleted) for pension payrolls


Page 7

Client List - Pension Company Creation

Adding a New Test Client with Pension (Using the Admin Tool)

Pension companies can be created while creating the client in admin tool.

Note: Once the company type (Regular or Pension) has been created, the company type cannot be reverted.


Page 8

Add a Company to an Existing Client – Pension Company Creation (UA User)

Adding a Pension Company to an Existing Client (Client List)

Additional companies can identified as a pension/annuity company by selection the Pension/Annuity Payroll indicator in the Pension Payroll Settings section of the Client Wizard.

Once the payroll has been identified as pension the following becomes true:

The settings cannot be copied between the Regular Company and Pension Company.

The Record of Employment Submission Method is disabled.

Once the company is created, the settings can no longer be reverted.

The following are added as default deduction codes:

02, 04, 05, 06, 80 and 95

06 (NR Tax for pension companies)

01 is added as an earning default for Pension Companies

Pension/Annuity Payroll indicator has been selected.

ROE is disabled


Page 9

The I-Hub Onboarding Process

On-boarding Pension/Annuity Payroll

E-Order contains a Pension Payroll indicator.

The indicator is designed to tell Implementation the following:

That this payroll is a pension payroll, and they must select Pension Payroll in the WFN interview for this company.

That supplemental terms documents will be required

The indicator will also indicate when the Pension/Annuity Supplemental terms documents are required.

The billing units and Product code remain the same as regular payroll

e-Order

Note: The Pension Payroll indicator is for informational purposes only, and does not flow anywhere.


Page 10

Ledger

Ledger now has a new indicator that identifies is the payroll is regular or a pension/annuity payroll:

Regular will be identified by a 0

Pension/Annuity Payrolls will be identified by a 1

The indicator will determine which billing units are used.

This information is pushed to Mainframe with the conversion payroll.

The new indicator is located in Ledger as follows:


Page 11

I-Hub Enhancements

The following enhancements have been made to I-Hub regarding Pension Payroll setups:

Payrolls will now be filtered to correct interview based on how they are identified in the Interview Status page.

A separate interview has been introduced within the payroll interview.

This interview will only appear if a payroll has been defined as a pension payroll in the Interview Status page.

Identifying a Payroll as Regular or Pension

This is the Payroll System Type page within the Payroll Interview.


Page 12

New Fields

The Pension/Annuity payroll interview is the same as the regular payroll with the following exceptions:

The NR Tax Remittance Account field has been added

The following fields have been removed:

Employment Insurance Rate

CSST Rate

CSST Classification Code

Federal & Provincial Tax


Page 13

Earnings – Common Earnings

There are three common earnings available for Pension/Annuity payroll:

Pension

Group Term Life (Equal to the TXB Life in the regular payroll)

Medical Premium Benefits (Equal to the TXB Medical Premium Benefits in the regular payroll)

The Pension option is always checked by default and cannot be unchecked.

The Group Term Life and Medical Premium Benefits are optional and must be setup using the earning pages.

The Earnings – Common Earning Page appears as follows:


Page 14

Earnings – Setups

There has been several changes made within the Earnings – Setup section of the Pension/Annuity interview:

4 new questions have been added to the Schedule section.

Four dropdown fields have been deleted from the Taxation and Reporting section

CPP

EI

QPIP

Earnings – Setup (Schedule Section)


Page 15

Earnings – Setup (Taxation and Reporting)


Page 16

Deductions – Common Deductions

There are 15 deductions that are common to both regular payroll and pension/annuity payroll.

The following deduction are checked by default and cannot be changed:

Federal Tax

Provincial Tax

NR Tax

2nd Deposit Account

3rd Deposit Account

All remaining deductions are optional and must be setup using the deduction setup pages.


Page 17

Interview Status

Regular & Pension Payroll

This section provides an overview of what sections are required and which interview components have been completed.

Note: If only one type of payroll was selected in the Payroll System page, then only one interview will appear

Summary

You are not able to:

Identify where the pension indicator is within Admin Tool

Identify the additional deduction defaults codes

Describe what features are disabled when pension is turned on

Identify the pension indicator in e-Order

Locate if a payroll is pension or regular by the indicator in Ledger

Setup a pension payroll in I-Hub

Identify impacts to all fields (which have added, modified or deleted) for pension payrolls

New


Page 18


Page 19

Purpose

In this module we will review the pension impacts to specific wizards and standalone pages.

Objectives


Identify the changes and impacts to step 1,2 and 4 of the new hire wizard

Identify the changes and impacts to the Add Another Position wizard

Describe the changes and impacts made to various standalone pages

Identify the Non Resident Mnemonics

Demonstrate how to create a Tax Frequency Override

Identify the changes within Verify Input


Page 20

Changed to Workforce Now Wizards

Enhancements to the New Hire Wizard

The following enhancements have been made to the new hire wizard:

In Step 1 (Personal)

Non Resident’s can select their country of origin from the Country field.

In Step 2 (Employment)

A Non-Resident indicator has been added.

In Step 4 (Tax)

EI Premiums and CPP/QPP taxation automatically defaults to exempt and is view only.

The commission section has been removed on pension payrolls for it is not applicable to pensioners.

Tax Page for a Non Resident Pensioner Page


Page 21

Identifying a New Hire as a Non Resident Pensioner

The ability to hire a Non Resident employee has been added to the New Hire Wizard.

The Non Resident indicator is located in Step 2 (Employment) of the New Hires Wizard.

Note: The Non Resident indicator would not be checked for Resident Pensioners.

This indicator is now available in all New Hire Wizard (Standard and Custom Templates)

When this indicator is selected it makes the appropriate changes to Step 4 of the new hire wizard “Taxes”

Step 2 – Non Resident Indicator


Page 22

Step 4 – Non Resident – Province of Employment

The CRA PA/RQ ID will appear as the NR business number.

When the Non Resident is selected in step 2, the Province of Employment dropdown contain the following two options:

Non Resident

United States


Page 23

Step 4 – Non Resident – Tax Calculations

The EI Premium and CPP/QPP contributions are set to exempt and are grayed out.

Neither of these taxes is applicable to Non Resident positions.


Page 24

Non Resident Tax Information

A new section called Non Resident Tax Information will display after the Federal Tax Alternations section.

This section appears in Step 4 of the New Hires wizard.

The section consists of the following sub sections:

Tax Country

USA State (This field is only editable when the tax country in USA)

Recipient Type

Trust Name

Tax Exemption (Periodic)

Tax Exemption (Lump Sum)

Non Resident Tax Information


Page 25

Adding a Non Resident Position (Add another Position Wizard)

The ability to add a non resident position as a new position has also been updated.

The following enhancements have been made to the Add Another Position wizard

A new field called Non Resident has been added in Step 2 (Position Details).

Non Resident and United States is added to the Province of Employment dropdown

Once the tax residency information has been sent to Mainframe, it cannot be change.

Separate positions must be created for employees that move between being a resident and a non resident tax types.

Note: All Pensioners receiving a Retirement Compensation Arrangement (RCA) must have a second position. (One position for the RCA and another one for their regular tax forms)

Non Resident information can be viewed on the Position page:

Pathway: People > Pay > Tax Withholdings > Position Tab > Select Other Positions link


Page 26

Changes to Workforce Now Standalone Pages

Federal Tab: People > Pay > Tax Withholdings

The Federal tax tab appears as follows for Non Residents:

Tax credits

Defaults to No Tax Credits

Tax Calculations

Defaults to EI & CPP/QPP Exempt

Business number

Enter the NR business #

Province of Employment

Non Resident or United States

Defaults

NR Business Number

Default


Page 27

Tax Withholdings Standalone Pages

Non Resident Tab: People > Pay > Tax Withholdings

This tab holds all of the Non Resident pensioner information.

Non Resident Tax Tab Mnemonics

NTXC: Non Resident Country Code (Validated/maintained against CRA list of allowed values)

SLOC: Employee State Code

NRRT: Non Resident Recipient Type

ETXF: Request a TOD tax form for a deceased Pensioner

NRXP/NRXL: Exemptions for periodic/lump sum payments

TNAME: Name of the trust if the recipient’s income was related to an estate or a trust


Page 28

Tax Frequency Override

Adding Non Resident Earnings

A new tab called Non Resident has been added to the Tax Frequency Override page.

This tab is designed to capture Non Resident Pensioner Earnings.

When adding and earning code in the Tax Exemption/Tax Override Earning Information window, the user must complete the following fields:

The earning code (Mandatory)

The tax deduction Participation indicator

Tax Override Rate

Tax Exemption Code

Tax Frequency Override


Page 29

Verify Input

Some fields have been extended and others have been removed in the Verify Input page:

The Tax view in the Verify Input page has been extended to accommodate for the Non Resident Pensioners and Pensioner Information.

The ROE and EI history sections have been removed for they are not applicable to pensioners.

Verify Input Page

Starting Point: Process > Payroll > Verify Input > Taxes Section

Summary

You are now able to:

Identify the changes and impacts to step 1,2 and 4 of the new hire wizard

Identify the changes and impacts to the Add Another Position wizard

Describe the changes and impacts made to various standalone pages


Demonstrate how to create a Tax Frequency Override

Identify the changes within Verify Input


Page 30

Purpose

In this module is to we will review the pension impacts to transfers and import.

Objectives


Identify the transfer limitations and impacts to pension employees

Describe the requirements for various transfer types

Identify where the Non Resident indicator is located in the transfer screen


Identify the importing limitations and impacts to pension employees

Describe the requirements for various situations


Page 31

Transfers

A Non Resident field has been added to the Transfer page.

Tax Residency fields can only be changed before they are processed in Mainframe, through the transfer process.

When executing a transfer the Non Resident indicator must be selected for the position that is a non resident.

Notes:

Transfers cannot be completed between a regular company and a pension company.

New Hire positions can only be transferred to the same tax form.

The transfer process is used to facilitate the following changes:

Changing a tax residency type:

Resident to Non Resident

Non Resident to Resident

Move a position from one pension payroll to another:

Non Resident to Non Resident

Resident to Resident

The following information outlines the requirements and results of transfers using Resident and Non Resident positions:

A transfer from a Resident to a Non Resident Position

The Province of Employment indicator must be changed to Non Resident or United States.

Enter Federal and Provincial Only

Results: Once the transfer is completed the Resident information is deleted.


Page 32

Transfer Impacts

A transfer from Non Resident to a Resident Position

The Province of Employment indicator must be changed to a Canadian province.

Enter Federal and Provincial Only

Results: Once the transfer is completed the Non Resident information is deleted.

A transfer from Non Resident to Non Resident Position

All Non Resident information is retained.

If the transfer is a company to company transfer and the source position has Non Resident earnings, the earning can be mapped.

A transfer from Resident to Resident Position

All Federal and provincial tax data is retained.

Note: To change a tax residency on a new hire the user must select one tax form

Transfers: Process > HR > Transfers

New


Page 33

Import Changes

The new NR tax fields can be imported

US and NR have been added to the bottom of the Province of Employment field.

The following has been disabled/hidden from imports for Pensioners:

Commission Taxes

CPP/QPP

ROE

EI

Provincial data for Non Resident Pensioners

Adding a Pensioner or Pension Position without Tax Information

The Non Resident indicator must be yes when importing any new hire Non Residents.

Note: If the Non Resident indicator is left blank the employee will be hired as a resident employee.

Adding a Pensioner or Pension Position with Tax Information

The Non Resident tax bundle is available for selection in the import template.

If CPP/QPP and/or EI values are entered for a Non Resident they will be rejected in the import file.

Update to Pensioner Information

Pensioner information can be updated using the shared tax data bundle.

Deleting a Pensioner Information

When data in the import template, is replaced with the “~” symbol the information in Workforce Now will be deleted.

Transfer New Hire Pensioners

The transfer functionality can be used to change Tax Residency on a new hire however; if the one tax form is not selected the change will be rejected in the import file.


Page 34

Summary


Identify the transfer limitations and impacts to pension employees

Describe the requirements for various transfer types

Identify where the Non Resident indicator is located in the transfer screen


Identify the importing limitations and impacts to pension employees

Describe the requirements for various situations


Page 35

Purpose

In this module is to we will discuss the pension impacts to reporting and employee self service.

Objectives


Identify which reports have impacted by pension

Create a custom report with Non Resident values

Identify the impacts to employee self service


Page 36

The Effects of Pension on Reporting

Reporting

Non Resident and pension information has been updated on the following reports: (Standard and Custom)

Employee Profile Report (Standard Reports)

Audit Trail Report (Standard Reports)

Employee Payroll Changes Report (Standard Reports)

In addition a Non Resident section has been added to Tax Withholdings file in custom reporting.


Page 37

Employee Self Service (ESS) for Pensioners

Payroll Changes Report Enhancements

All pensioners can login and view their information the same way an employee would.

Non Resident or Pension employees can view the following:

The same pages as a regular employee

Their Non Resident and Tax Withholding information

Note: The Commission Tab is not visible to Pensioners

Summary


Identify which reports have impacted by pension

Create a custom report with Non Resident values

Identify the impacts to employee self service


Page 38

Purpose

In this module is to review the Pension/Annuity tax forms.

Objectives


Identify the tax forms used for Resident Pensioners and Non Resident Pensioners

Identify which boxes values will appear in on the tax form

Identify which tax forms are used for which earnings/deductions

Access reference information


Page 39

Pension/Annuity Amounts & Tax Forms

Pension Tax Forms

There are three main taxes for used for Pension/Annuity payrolls based on if the pensioner’s status (resident VS. non-resident):

T4A

T4A – RCA (Retirement Compensation Arrangement)

T4A – NR (Non-Resident)

NR4 (Non-Resident)

Relevé 1

Relevé 2


Page 40

T4A

Pension, Retirement, Annuity and other income.

T4A remittances are paid to the CRA.

If a T4A is generated for an employee with no T4, the pension adjustment will appear on the T4A in box 034.

If no T4A is produced then a T4 will be produced and the Pension Adjustment amount will display in box 52.

Refer to the Tax Forms Reference Guide to view the most current information and tax form image.

http://adp-portal.int.adp.ca/sites/IT/devsupport/PayTech/ RG_PT_Tax_Forms.pdf

The following boxes contain Pension/Annuity values.

http://adp-portal.int.adp.ca/sites/IT/devsupport/PayTech/RG_PT_Tax_Forms.pdf



Page 41

T4A – RCA (Retirement Compensation Arrangement)

This tax form is used to report amounts paid from a Retirement Compensation Arrangement (RCA) to residents of Canada.

Typically an Executive Pension Plan, used like a supplemental pension plan.

Remittances on the RCA are paid to CRA.

Employees must have a separate payroll ID for their RCA earnings.

T4A-RCA earning would have a separate business number and its own tax pkt.

RCA payment paid to non-residents must be reported on a NR4 tax form.

Client‘s must file T4A-RCA forms and summaries by paper, these are not included on Magnetic Media direct filing.



T4A – NR (Non Resident)

Non Residents who carry on business in Canada or who are employed in Canada (usually taxed in Canada on their income and associated travel expenses).

The T4A – NR is used to report fees, commissions or other amounts paid to or credited to Non Resident individuals, partnerships or corporations for services rendered in Canada

The Pay Period tax calculation is used on amounts paid to non-residents for services provided in Canada, with the exception of processed under Tran code 91.

Amounts paid to a Non Resident for services provided in Canada under a Tran code 91 will be taxed a federal tax flat amount of 15% and a provincial tax flat amount of 9%.

For Non Residents working in Quebec, refer to the Relevé



Page 42



NR4 (Non Resident)

Paying Canadian pensioners residing in other countries certain types of income may require the reporting of that income on an NR4.

Pensions, RRSP, RRIF, Annuities, IAAC, Management Fees, Estate or Trust Income, interest or dividends from investments and rent or royalties.

Taxes are calculated as a flat percentage of taxable wages determined by the recipient’s country of residence.



Relevé 1

The Relevé 1 is used to report income, source deductions and employer contributions.

The remittances are paid to Ministry of Revenue Québec (MRQ).

This tax for is produced when an employee’s PREM = 2.

When the CTXO = 1 the following boxes will hold values related to the T4A –RCA.

Box E will hold the Québec income tax withheld at source.

Box O (RQ) holds the Other Income not held in box A.

Relevé

The Relevé 2 tax forms are used to report retirement income, annuity income and Québec income tax for retired persons in Québec.




Page 43





Page 44

Summary


Identify the tax forms used for Resident Pensioners and Non Resident Pensioners

Identify which boxes values will appear in on the tax form

Identify which tax forms are used for which earnings/deductions

Access reference information


Page 45

Knowledge Check

1. The Pension/Annuity company indicator is located in step 3 of the Client List?

a) True

b) False

2. The Pension indicator in e-Order sets up the pension payroll?

a) True

b) False

3. There is no change to the payroll interview, when there is a pension payroll?

a) True

b) False

4. What steps are affected by pension in the New Hire Wizard? (Select all that apply)

a) Step 1

b) Step 2

c) Step 3

d) Step 4

5. Employees can be transferred from a Resident to a Non Resident position?

a) True

b) False


Page 46

6. CPP/QPP can be imported into a Non Residents profile? a) True

b) False

7. Non Resident information is now an option within custom reporting?

a) True

b) False

8. The T4A – NR holds the Non Resident values.

a) True

b) False

9. T4A – RCA’s can be filed by magnetic media?

a) True

b) False

10.T4A – NR is used to report fees and commissions.

a) True

b) False


Page 47

Knowledge Check Answers

1. The Pension/Annuity company indicator is located in step 3 of the Client List?

a) True

b) False

2. The Pension indicator in e-Order sets up the pension payroll?

a) True

b) False

3. There is no change to the payroll interview, when there is a pension payroll?

a) True

b) False

4. What steps are affected by pension in the New Hire Wizard? (Select all that apply)

a) Step 1

b) Step 2

c) Step 3

d) Step 4

5. Employees can be transferred from a Resident to a Non Resident position?

a) True

b) False


Page 48

7. CPP/QPP can be imported into a Non Residents profile? a) True

b) False

8. Non Resident information is now an option within custom reporting?

a) True

b) False

9. The T4A – NR holds the Non Resident values.

a) True

b) False

11.T4A – RCA’s can be filed by magnetic media?

c) True

d) False

12.T4A – NR is used to report fees and commissions.

a) True

b) False


Page 49

Module Summary


Define pension/annuity vocabulary

Identify the onboarding changes in both Admin Tool and I-Hub

Identify which wizards and standalone pages contain pension/annuity fields

Identify the transfer impacts

Identify the Importing Impacts

Describe which reports carry pension information

Describe the impacts to Employee Self Service

Identify pension tax form details


Page 50

Training Evaluation

How satisfied are you that the training you completed prepared you to begin using your ADP solution?

Your feedback plays a key role in future improvements.

Thank-you for your feedback.

Your Instructor will direct you to the evaluation.

2012 ilt cover only - adp canada offers payroll, hr … · web viewfor the purpose of income taxes...

Documents