The YTD Amount Tab

The YTD Amount tab in Org Setup > Org Payroll Setup > Legal Entity has a list of any year-to-date entries for the legal entity. The toolstrip in the YTD Amount tab contains the following controls:

• Add: Button to add a pay group and funding identifier set to in the YTD Amount tab.
• Delete: Button to delete an existing pay group and funding identifier set.

If you select an existing entry, or if you add one, the columns that the application displays in the list are:

• Pay Group: Required drop-down list with the pay groups set up in Pay Setup > Pay Group. Used to determine year-to-date amounts.
• Funding Identifier: Drop-down list with the funding identifiers set up in the Customer Funding Identifiers tab of Org Setup > Org Payroll Setup > Legal Entity for the legal entity.

When you select one of the pay group entries, the application displays a corresponding section to the right containing the following sections and options:

• Migration Year: Drop-down list with available years.
• Employer Employment Insurance (EI): A section with Add and Delete buttons. If you add a new entry or select an existing one, a list in the section displays the following fields:
  • EI Rate Group
  • Tot Taxable Wage
  • LTD Taxable Wage
  • Taxes
• Employer Canada Pension Plan (CPP): A section with Add and Delete buttons. If you add a new entry or select an existing one, a list in the section displays the following fields:
  • EI Rate Group
  • Tot Taxable Wage
  • LTD Taxable Wage
  • Taxes
• Health Taxes:
  • British Columbia EHT:
    • Tot Taxable Wage
    • Ltd Taxable Wage
  • Newfoundland HAPSET:
    • Tot Taxable Wage
    • Ltd Taxable Wage
    • Taxes
  • Quebec HSF:
    • Tot Taxable Wage
    • Taxes
  • Employer Quebec Pension Plan (QPP):
    • Tot Taxable Wage
    • Ltd Taxable Wage
    • Taxes
  • Manitoba HET:
    • Tot Taxable Wage
    • Ltd Taxable Wage
    • Taxes
  • Ontario EHT:
    • Tot Taxable Wage
    • Ltd Taxable Wage
    • Taxes
  • Quebec Parental Insurance Plan (QPIP):
    • Tot Taxable Wage
    • Ltd Taxable Wage
    • Taxes

Additional Information

You should only use the YTD Amount tab if you can’t include one or more employer taxes in the Pay Run History Import as part of the implementation process. For details about that import, download the Dayforce Interface Specifications ZIP file and see the Dayforce Pay Run History Import Specification document.

When a Canadian legal entity migrates to using the Payroll feature, or if you are implementing a Canadian customer with mid-year go-live date, use of the YTD Amount tab in Org Setup > Org Payroll Setup > Legal Entity is required for Canadian legal entities that have made payments for ON EHT, QC HSF, NL HAPSET, or MB HE Levy.