Review your Year End Forms Guide for the default Tax Form run date and if it is not suitable, be sure you complete and submit the Tax Form Production and Envelope Option Request Form to request an alternative date.

Receive and verify your Last Pay of the Year Tax Form Trial Balance reports.

• Ensure name and address information is up-to-date
• Review missing or invalid Social Insurance Numbers to avoid any penalties

Review your Business Numbers and, if applicable, your Québec Identification Numbers

IMPORTANT: Missing or invalid CRA and/or Revenu Québec Business numbers will prevent Tax Forms from being reported on ADP Electronic filing at Year End.

Balance your government remittance statements with your Report of Tax Form balances. See our balancing tool for assistance with this task.

pay@Work - Submit Year End Adjustments using the <Year End> Tab located on the top right hand corner of your screen. After the adjustment has been completed, click <Process Payroll> to finalize.

You can submit Year End Adjustments once a day, on any business day. Check out our online tutorials for help with preparing any adjustments.

Telephone payroll - Submit Year End Adjustments through the Year End Telephone Payroll Input

Request new Tax Form Trial Balance reports after each Year End Adjustment Run(s) for accuracy.

If you receive your final Tax Forms in January, verify them for accuracy before distribution to your employees.

Statement Self Service Users: Please remember that you are required to Release 2012 Tax Forms to enable registered employees to access them on line. Unless you chose the option to receive printed copies for all employees, printed copies will be produced only for employees who were not registered when you produced your last pay of the year. Your employees will have on line access, as long as they are still registered, when you release the Tax Forms.

ADP Canada will electronically file Tax Forms for all clients, except T4A-RCA, to Canada Revenue Agency (CRA) and Revenu Québec at the end of February. You must still file your Relevé 1 and Relevé 2 Summary with Revenu Québec using one of their supported formats (Clic Revenu).

If you receive your final Tax Forms in February, verify them for accuracy before distribution to your employees.

By the last business day of February ensure that you have sent out/mailed/postmarked the Tax Forms for your employees.

Prepare paper summaries for each applicable government agency and file by the required deadline(s). These include:

• Ontario Employer Health Tax (EHT)
• Manitoba HAPSET
• Newfoundland & Labrador HAPSET
• WCB/WSIB/CSST (in some jurisdictions)

Ensure you have included all Manual/Cancelled cheques in your current payroll.

Ensure name and address information is up-to-date.

Review missing or invalid Social Insurance Numbers to avoid penalties.

Review your Business Numbers and, if applicable, your Québec Identification Numbers.

Check out our online tutorials for help with preparing any adjustments you may need to do during the year with your current payroll.

Process your Manual/Cancelled cheques. Check out our online tutorials to learn how to complete this task.

Process your adjustments this month — Adjust/correct employee information with your next payroll input.
Benefits of processing your adjustments now are:

• ADP can remit Government Taxes on time, on your behalf (if applicable)
• Avoid any potential penalties from any Government Agencies
• Avoid P.I.E.R. (Pensionable and Insurable Earnings Review) deficiency notices
• Reduce your workload at Year End
• Reduce Year End related costs
• Avoid any Tax Form Reruns

Balance each payroll, validate your company set-ups and balance your remittances with your monthly PD7A or TPZ-1015.R. 14(1,2,3,4)-v (for Revenu Québec). See our balancing tool for assistance with this task.

Review your P.I.E.R. (Pensionable and Insurable Earnings Review) CRA report's deficiency notice (credit or debit), if applicable.

Verify the accuracy of your 2011-2012 Annual Payroll Schedule. Submit edits by noting the correct date next to the pre-printed date(s) to be changed.

• Ensure any schedule changes submitted adhere to your funding agreement with ADP
• Check your payroll schedule to ensure it takes into account your vacation/plant shut down schedule, if applicable
• Schedule any special bonus payrolls for the current year
• Ensure that your first input date of the new taxation year is correct

Process your Manual/Cancelled cheques. Check out our online tutorials to learn how to complete this task.

Process your adjustments this month if you haven't already! — Adjust/correct employee information with your next payroll input.
Benefits of processing your adjustments now are:

• ADP can remit Government Taxes on time, on your behalf (if applicable)
• Avoid any potential penalties from any Government Agencies
• Avoid P.I.E.R. (Pensionable and Insurable Earnings Review) deficiency notices
• Reduce your workload at Year End
• Reduce Year End related costs
• Avoid any Tax Form Reruns

Balance each payroll, validate your company set-ups and balance your remittances with your monthly PD7A or TPZ-1015.R. 14(1,2,3,4)-v (for Revenu Québec). See our balancing tool for assistance with this task.

Review your P.I.E.R. (Pensionable and Insurable Earnings Review) CRA report's deficiency notice (credit or debit), if applicable.

Verify the accuracy of your 2011-2012 Annual Payroll Schedule. Submit any edits by noting the correct date next to the pre-printed date(s) to be changed.

• Ensure any schedule changes submitted adhere to your funding agreement with ADP
• Check your payroll schedule to ensure it takes into account your vacation/plant shut down schedule if applicable
• Schedule any special bonus payrolls for the current year
• Ensure that your first input date of the new taxation year is correct

Check out our online tutorials, for help with preparing any adjustments you may need to do during the year with your current payroll.

Sign up for a FREE Balancing Course.

Check out our online tutorials, for help with preparing any adjustments you may need to do during the year with your current payroll.

Process your adjustments this month if you haven't already! — Adjust/correct employee information with your next payroll input.
Benefits of processing your adjustments now are:

• ADP can remit Government Taxes on time, on your behalf (if applicable)
• Avoid any potential penalties from any Government Agencies
• Avoid P.I.E.R. (Pensionable and Insurable Earnings Review) deficiency notices
• Reduce your workload at Year End
• Reduce Year End related costs
• Avoid any Tax Form Reruns

Balance each payroll, validate your company set-ups and balance your remittances with your monthly PD7A or TPZ-1015.R. 14(1,2,3,4)-v (for Revenu Québec). See our balancing tool for assistance with this task.

Review your P.I.E.R. (Pensionable and Insurable Earnings Review) CRA report's deficiency notice (credit or debit), if applicable.

Sign up for a FREE Balancing Course.

Check out our online tutorials, for help with preparing any adjustments you may need to do during the year with your current payroll.

Process your adjustments this month if you haven't already! — Adjust/correct employee information with your next payroll input.
Benefits of processing your adjustments now are:

• ADP can remit Government Taxes on time, on your behalf (if applicable)
• Avoid any potential penalties from any Government Agencies
• Avoid P.I.E.R. (Pensionable and Insurable Earnings Review) deficiency notices
• Reduce your workload at Year End
• Reduce Year End related costs
• Avoid any Tax Form Reruns

Balance each payroll, validate your company set-ups and balance your remittances with your monthly PD7A or TPZ-1015.R. 14(1,2,3,4)-v (for Revenu Québec). See our balancing tool for assistance with this task.

Review your P.I.E.R. (Pensionable and Insurable Earnings Review) CRA report's deficiency notice (credit or debit), if applicable.

Sign up for a FREE Balancing Course.

Check out our online tutorials, for help with preparing any adjustments you may need to do during the year with your current payroll.

Process your adjustments this month if you haven't already! — Adjust/correct employee information with your next payroll input.
Benefits of processing your adjustments now are:

• ADP can remit Government Taxes on time, on your behalf (if applicable)
• Avoid any potential penalties from any Government Agencies
• Avoid P.I.E.R. (Pensionable and Insurable Earnings Review) deficiency notices
• Reduce your workload at Year End
• Reduce Year End related costs
• Avoid any Tax Form Reruns

Balance each payroll, validate your company set-ups and balance your remittances with your monthly PD7A or TPZ-1015.R. 14(1,2,3,4)-v (for Revenu Québec). See our balancing tool for assistance with this task.

Review your P.I.E.R. (Pensionable and Insurable Earnings Review) CRA report's deficiency notice (credit or debit), if applicable.

Sign up for a FREE Balancing Course.

Check out our online tutorials, for help with preparing any adjustments you may need to do during the year with your current payroll.

Process your adjustments this month if you haven't already! — Adjust/correct employee information with your next payroll input.
Benefits of processing your adjustments now are:

• ADP can remit Government Taxes on time, on your behalf (if applicable)
• Avoid any potential penalties from any Government Agencies
• Avoid P.I.E.R. (Pensionable and Insurable Earnings Review) deficiency notices
• Reduce your workload at Year End
• Reduce Year End related costs
• Avoid any Tax Form Reruns

Balance each payroll, validate your company set-ups and balance your remittances with your monthly PD7A or TPZ-1015.R. 14(1,2,3,4)-v (for Revenu Québec). See our balancing tool for assistance with this task.

Review your P.I.E.R. (Pensionable and Insurable Earnings Review) CRA report's deficiency notice (credit or debit), if applicable.

Sign up for a FREE Balancing Course.

Check out our online tutorials, for help with preparing any adjustments you may need to do during the year with your current payroll.

Process your adjustments this month if you haven't already! — Adjust/correct employee information with your next payroll input.
Benefits of processing your adjustments now are:

• ADP can remit Government Taxes on time, on your behalf (if applicable)
• Avoid any potential penalties from any Government Agencies
• Avoid P.I.E.R. (Pensionable and Insurable Earnings Review) deficiency notices
• Reduce your workload at Year End
• Reduce Year End related costs
• Avoid any Tax Form Reruns

Balance each payroll, validate your company set-ups and balance your remittances with your monthly PD7A or TPZ-1015.R. 14(1,2,3,4)-v (for Revenu Québec). See our balancing tool for assistance with this task.

Review your P.I.E.R. (Pensionable and Insurable Earnings Review) CRA report's deficiency notice (credit or debit), if applicable.

Complete and submit any applicable online Year End Response Form(s).

If your company is closing for the holidays, complete and submit the online Holiday Closures / Delayed Delivery Form by December 14th.

If you DO NOT want your tax forms processed in the default run, please complete and submit the Tax Form Production Request Form to ADP Canada.

Employee records purged/archived in March will be removed from the files stored in our mainframe.

Ensure you have included all manual/cancelled cheques in your current payroll before your last payroll of the year.

Sign up for a FREE Balancing Course.

Process your adjustments— Adjust/correct employee information with your next payroll input. Please note the benefits of processing your adjustments now are:

• ADP can remit Government Taxes on time, on your behalf (if applicable)
• Avoid any potential penalties from any Government Agencies
• Avoid potential Tax Form Reruns
• Avoid P.I.E.R report
• Reduce your workload at Year End
• Reduce Year end related costs

Check out our online tutorials, for help with preparing any adjustments you may need to do during the year with your current payroll.

Balance each payroll, validate your company set-ups and balance your remittances with your monthly PD7A or TPZ-1015.R. 14(1,2,3,4)-v (for Revenu Québec). See our balancing tool for assistance with this task.

Complete and submit applicable online Year End Form(s).

IMPORTANT: Any forms received after the deadline will be processed on a best-effort basis

If your company is closing for the holidays, complete and submit the online Holiday Closures / Delayed Delivery Form by December 14th.

If you DO NOT want your tax forms processed in the default run, please complete and submit the Tax Form Production and Envelope Option Request Form to ADP Canada.

Ensure you have included all manual/cancelled cheques in your current payroll before your last payroll of the year.

Process your Adjustments – adjust/correct employee information with your next payroll input. The benefits of processing your adjustments now are:

• ADP can remit Government Taxes on time on your behalf (if applicable)
• Avoid any potential penalties from any Government Agencies
• Avoid P.I.E.R. (Pensionable and Insurable Earnings Review) deficiency notices
• Reduce your workload at Year End
• Reduce Year End related costs
• Avoid any Tax Form Reruns

Check out our Online Tutorials for help with preparing any adjustments you may need to do during the year with your current payroll.

Sign up for a FREE Balancing Course.

Balance each payroll, validate your company set-ups and balance your remittances with your monthly PD7A (for CRA) or TPZ-1015.R. 14(1,2,3,4)-v (for Revenu Québec). See our balancing tool for assistance with this task.

Statement Self Service users - if you need your employees to have online access to tax forms ensure that they are registered before the last payroll of the year. Note - if employees are de-registering before the last payroll of the year, a paper copy will be produced.