The Amendment tab in Canada Year End, illustrated in the following screenshot, loads with a toolstrip containing a Year drop-down list and with the Refresh, Cutoff Dates, and Reports button.
If you specify a year for which amended forms have been requested, or if there are any existing amended T4 or RL-1 requests for the year, Dayforce loads the requests in a list in the Amendment tab. Each list item includes information about a request, such as when the request was made, or whether the request ignored employee name changes when generating the amended tax forms.
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Click the Year drop-down button to select the year. |
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Click the Process Job button to run one of the available background jobs: Generate Preview, Request Print, or Ready For Filing. |
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Click the Refresh icon to refresh the view of the Year End list. |
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Click the Favorites button to expand a panel that contains view and filter settings. You can use the Legal Entity drop-down to select a filter, and the Display Errors Only checkbox. Click the Apply button to apply the filter or click the Close button to cancel and close the panel. The other controls in the View section are Click Save to Favorite, Set as Default, Rename Favorite, and Delete Favorite. |
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Click the Filter button to expand the filter section. If no filters are present, click the Add Filter button |
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Click the Amendment Request drop-down button to view the options New, Edit, and Delete, which you can click to create an amendment request, or to edit or delete a selected amendment, respectively. |
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Click the Export Problems button to export any error messages associated with the year end processing for the selected legal entity. Exports take the form of a .csv file. |
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Click the Cutoff Dates button to view the filing and printing cutoff dates for Canada for the selected year. |
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Click the Reports button to open a dialog box where you can select fixed format reports for Year End. See Reports Available in Year End > Canada Year End. |
The amend list is organized into the following columns:
- Request: The name given to the created amendment request.
- Status: Click to select one of the following background jobs to run:
- Regenerate
- Request Print
- Ready for Filing
- Refresh: Click to refresh the displayed list.
- Favorites: Click to save the filter selections or to manage saved favorites.
- Filter: Click to apply filters to the displayed list.
- Request Amendment: Click to select one of the following options:
- New: Create an amendment.
- Edit: Edit an amendment that you have selected from the list.
- Delete: Delete an amendment that you have selected from the list.
- Cutoff Dates: Click to display cutoff dates for the year selected.
- Reports: Click to run fixed format reports.
Below the toolstrip, the list is organized into the following columns:
- [first column]: Displays the name given to the amendment.
- Status: Status of the amendment request.
- Problems: Lists any problems associated with the amendment request.
- Results: Lists the number of amendments generated.
- Created By: The user who created the amendment request.
- Created On: The date and time that the amendment request was created.
- Generated By: The user who ran the Regenerate background job.
- Generated On: The date and time that the Regenerate background job ran.
- Filed By: The user who ran the Government Filing background job.
- Filed On: The date and time that the Government Filing background job ran.
- Comment: Displays any comments added when the amendment request was created or edited.
- Box Amount Changes: Displays whether box amount changes are included in the amendment request.
- Employer Amount Changes: Displays whether employer amount changes are included in the amendment request.
- Business Number Changes: Displays whether the legal entity's business ID number changes are included or ignored in the amendment request.
- Employee Name Changes: Displays whether employee name changes are included or ignored in the amendment request.
- SIN Changes: Displays whether SIN changes are included or ignored in the amendment request.