Hierarchy
SAP_HRCCA (Software Component) Sub component SAP_HRCCA of SAP_HR⤷
PY-CA (Application Component) Canada⤷
P07C (Package) HR customizing: Canada
IMG Activity
| ID | OHAKREP110 | Configure wage types for Year End Reporting |
| Transaction Code | S_AHR_61008354 | IMG-Aktivität: OHAKREP110 |
| Created on | 19981221 | |
| Customizing Attributes | OHAKREP110 | Configure wage types for Year End Reporting |
| Customizing Activity | OHAKREP110 | Configure wage types for Year End Reporting |
Document
| Document Class | SIMG | Hypertext: Object Class - Class to which a document belongs. |
| Document Name | OHAKREP110 |
In this step, you assign wage types that contain amounts to be reported for Year End to the appropriate boxes and footnotes of the year-end forms where these amounts will be reported. For example, this step allows you to assign amounts contained in technical wage type /102 (Regular taxable income) to T4 Box 14 (Employment income), to Relevé 1 Box A (Revenus d'emploi), or to other boxes and footnotes, as required.
When Year End Reporting is run for any particular employee, each wage type that appears in the employee's tax cumulated results table (TCRT) will be cumulated in the boxes and footnotes of the year-end forms specified in this IMG step. In effect, any wage type that is assigned to multiple year-end boxes or footnotes will be processed multiple times. Conversely, any wage type that is not assigned to a year-end box or footnote via this IMG step will not be processed in Year End Reporting.
The wage type assignments that you perform in this step take place in a view cluster, consisting of three levels, described below.
- The top level of the view cluster contains Wage type applications, which correspond to the year-end forms to be generated and submitted. Each wage type application (form) has been pre-configured and requires no further maintenance. For example, wage type application T406 corresponds to the T4 for tax year 2006.
- The middle level of the view cluster contains Wage type buckets, which correspond to individual boxes and footnotes (on year-end forms) into which wage type amounts are cumulated. Each wage type bucket (box or footnote) has been pre-configured and requires no further maintenance. For example, wage type bucket B14 (in wage type application T406) corresponds to Box 14 (on the T4 for tax year 2006).
- The bottom level of the view cluster allows you to perform Wage type assignment. At this bottom level, individual wage types are assigned to the boxes and footnotes of year-end forms. Although wage type assignment is pre-configured to a limited degree, you, the user, must assign each applicable wage type to be configured in each applicable box or footnote on each applicable form.
Requirements
Before executing this step, review all payroll data related to the year-end forms your enterprise will submit to Canada Revenue Agency, and, if applicable, le Ministère du Revenu du Québec. For each form to be submitted, compile a list of all wage types that contain amounts to be reported for Year End.
Activities
- Execute this IMG step to access the view cluster in which wage type assignments take place. On the subsequent screen, you will be located at the top level of the view cluster: Wage type applications.
- Select the wage type application (e.g. T406) to be configured, then the Wage type buckets icon. On the next screen, you will be located at the middle level of the cluster (which you do not generally need to access during the wage type assignment process). At this middle level, Bnnn corresponds to box number nnn of the selected year-end form, while Fnnn corresponds to footnote number nnn. To familiarize yourself with the view cluster, review the wage type buckets found in the selected wage type application.
- Select the Wage type applications icon to return to the top level of the view cluster.
- Now, select the wage type application to be configured, then the Wage type assignment icon. On the following screen, you will be located at the bottom level of the view cluster. At this level, you will view all the wage types that have been assigned to boxes and footnotes on the selected year-end form.
- Review any pre-configured wage type assignments found in this view, then make any necessary adjustments or deletions.
- If additional wage types are to be cumulated in the selected form, then select New entries. (If not, then return to step 3. and select another wage type application in step 4.)
- For each additional wage type to be cumulated in the selected form, enter the following data:
- Under WT bucket, enter the four-character designation of the box (Bnnn) or footnote (Fnnn) that requires an additional wage type.
- Under Wage type, enter the four-character designation of the wage type to be cumulated in that box or footnote.
- Under Start date, enter 01/01/nnnn, where nnnn corresponds to the reporting year. Under End date, enter 31/12/9999.
- If amounts in this wage type are to be added to this box or footnote, select the + radio button. If amounts in this wage type are to be subtracted, select the - radio button. (Note: do not select the Number or Rate radio buttons. Every wage type should be assigned as an Amount.)
- If necessary, repeat step 7. until all additional wage types have been assigned to the appropriate boxes and footnotes on the selected form. (If not, then return to step 3. and select another wage type application in step 4.)
Upon completing wage type assignment for the first year-end form, repeat steps 3. through 8. for all remaining year-end forms to be configured.
Once you have completed the wage type assignment process for all year-end forms, proceed through the remaining IMG steps to complete configuration for Year End Reporting.
Business Attributes
| ASAP Roadmap ID | 207 | Establish Reporting |
| Mandatory / Optional | 1 | Mandatory activity |
| Critical / Non-Critical | 1 | Critical |
| Country-Dependency | I | Valid for countries specified |
| Customizing Attributes | Country Key | Country Name |
|---|---|---|
| OHAKREP110 | CA | Canada |
Assigned Application Components
| Documentation Object Class | Documentation Object Name | Current line number | Application Component | Application Component Name |
|---|---|---|---|---|
| SIMG | OHAKREP110 | 0 | HLA0100429 | Tax Reporter |
Maintenance Objects
| Maintenance object type | C | Customizing Object |
| Assigned objects | ||||||
|---|---|---|---|---|---|---|
| Customizing Object | Object Type | Transaction Code | Sub-object | Do not Summarize | Skip Subset Dialog Box | Description for multiple selections |
| VC_596A_G | C - View cluster | OH02 | YERG | Configure tax form wage types |
History
| Last changed by/on | SAP | 20000823 |
| SAP Release Created in |
