With the first payroll in January, eligible former employees will be identified by a message in the section of the Master Control. These employees will be purged/archived in March. Information should be verified for accuracy.

Receive your Annual Register in early January.

Verify and balance your employee quantitative and tax form reporting information on the Annual Register.

Ensure all employees qualify for a valid Business Number. Review the error/credit section of the annual register to identify unqualified employees. If even a single employee does not qualify, your company will not be included on the Direct Reporting tape submitted to CRA/Revenu Québec.

Balance using your Master Control and Annual Register to reconcile final Year-to-dates.

BSubmit Year End Adjustments using ADP AdjustMate for Windows software (PC input clients). Telephone Payroll input clients ONLY can use the Adjustment Special Pay Form. Check out our Learning Bytes, online tutorials, to learn how to do complete this task.

Remind employees to file new TD1/TP-1015.3v, if required (for Revenu Quebec).

Remind commission employees to file new TD1X/TP-1015r.13.1 (for CRA).

Submit Tax Form employee personnel information changes such as Name, Address and Social Insurance Number with your normal payroll processing. All changes will apply to both current and previous year.

IMPORTANT: Refer to your Year End Forms Guide for adjustment run input cutoff times and run dates.

Verify the Annual Register produced after each of your Year End Adjustment run(s) for accuracy.

IMPORTANT: Any changes to employee Business Numbers qualifiers will impact both current and previous year tax filing information. Before changing/transferring an employee from one Business Number to another, contact your Client Services group to determine what impact this will have on your Year End reporting.

Receive your Tax Forms in January/February and verify them for accuracy before distribution to your employee.

You will receive your Direct Reporting confirmation letter (if you are set up with Direct Reporting with ADP).

Ensure that by the last day of February, you have sent out/mailed/postmarked the tax forms for your employees.

Submit your summaries for each applicable government agency. These may include: Canada Revenue Agency (CRA), Revenu Québec, Northwest Territories and (in some jurisdictions) WCB.

The Year End Masterfile Purge – ADP will automatically purge/archive eligible former employees from your Masterfile that were identified with the first payroll in January. The employee number will be listed on the last page of the Master Control.

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
• WSIB/CSST (in some jurisdictions)

Process your Manual/Cancelled cheques. Check out the online tutorial, 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.

Process your Manual/Cancelled cheques. Check out our online tutorial 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.

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.

Verify your 2012 Payroll Schedule in advance of the busy Year End period and maintain the accurate processing of your payroll for the upcoming year. Submit changes by noting the correct date next to the pre-printed date(s) to be changed.

• Confirm that any schedule changes submitted adhere to your funding agreement with ADP
• Check your payroll schedule to see that it takes into account Statutory Holidays and/or your vacation/plant shut down schedule, if applicable
• Schedule any special bonus payrolls
• Check that your first input date and EI week of the new taxation year are correct

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.

Verify your 2012 Payroll Schedule in advance of the busy Year End period and maintain the accurate processing of your payroll for the upcoming year. Submit changes by noting the correct date next to the pre-printed date(s) to be changed.

• Confirm that any schedule changes submitted adhere to your funding agreement with ADP
• Check your payroll schedule to see that it takes into account Statutory Holidays and/or your vacation/plant shut down schedule, if applicable
• Schedule any special bonus payrolls
• Check that your first input date and EI week of the new taxation year are correct

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

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

Note: ADP recommends you keep all Annual Legislative Tax Reports produced by ADP for seven years should you be required to produce them for a tax audit.

Verify your Payroll Schedule in advance of the busy Year End period and maintain the accurate processing of your payroll for the upcoming year. Submit changes by noting the correct date next to the pre-printed date(s) to be changed.

• Confirm that any schedule changes submitted adhere to your funding agreement with ADP
• Check your payroll schedule to see that it takes into account Statutory Holidays and/or your vacation/plant shut down schedule, if applicable
• Schedule any special bonus payrolls
• Check that your first input week and EI week of the new taxation year are correct

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

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.

If you DO NOT want your tax forms processed in the default run, complete and submit the Tax Form Reporting and Production Options Response Form.

Employees purged/archived in March will be removed from the existing files stored in our mainframe.

Ensure you have included all Manual /and Cancelled cheques in your current payroll, prior to your last payroll of the year.

Sign up for a FREE Balancing Course.

Process your adjustments this month if you haven't already! — 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.

Complete and submit applicable online Year End 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.

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.