End-of-period procedures > Starting a new payroll year > Task 8: Print year-end payroll forms
New Features
Welcome Window Command Centre re-design Sidebar Mileage Tracking Expanded Amount in English Cheque Numbers and AEM Retainers Web Order Number on Invoices Weight Fields on Invoices Billing Rate Levels Activity Slips to Invoice Detailed Invoice Statement Billing Statement Invoice Additional Fields Added to Sales Reports Mileage Tracking reports Mileage Tracking reports Retainer Transaction report Retainer List report To Do List - Retainers report Billing Rate Level Reports Activity Slip Security Preferences Restore Company File Updated Start a New Year Assistants File Location
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Processing your payroll
Task 1: Select the pay period Task 2: [Optional] Include employee timesheets Task 3: Select and edit paycheques Task 4: Record employee pays Task 5: Process payments Task 6: Print/email pay stubs
Payroll liabilities Reviewing payroll information
Viewing pay history Viewing prior year payroll reports Viewing an employee’s accrual balances Analyzing payroll Reviewing payroll liabilities
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Reports
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Task 1: Select the data to be printed Task 2: Select the required fields Task 3: Select finishing options Task 4: Change the report format Task 5: Print the report Task 6: Save the report Changing the default fonts on reports Frequently used reports Overview of report details
Forms
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Task 1: Display the form Task 2: Set up form properties Task 3: Add and edit elements Task 4: Preview the customized form Task 5: Save the customized form Task 6: Print the customized form Changing the default fonts on forms
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Financial control
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Auditing your records Reviewing financial information
End-of-period procedures
Month-end procedures
Task 1: Run the Company Data Auditor Task 2: Reconcile your bank accounts Task 3: Review reports Task 4: Send customer statements Task 5: Record depreciation Task 6: Pay payroll taxes Task 7: Lock periods
Starting a new fiscal year
Task 1: Complete month-end tasks Task 2: Perform an inventory count Task 3: Provide information to your accountant Task 4: Enter end-of-year adjustments Task 5: Back up your company file Task 6: Start a new fiscal year Task 7: Optimize and verify your company file
Starting a new payroll year
Task 1: Run your last payroll Task 2: Optimize and verify your company file Task 3: Back up your company file Task 4: Start a new payroll year Task 5: Install product updates Task 6: Run your first payroll Task 7: Restore your backup Task 8: Print year-end payroll forms Task 9: Print payroll reports
Managing user accounts and company files
Managing user accounts Backing up and restoring company files Servicing your company file
Checking your company file for errors Optimizing your company file Purging information that is no longer needed Troubleshooting file-locking problems
Special considerations for networking company files
Preferences in a network environment Preventing data entry while generating reports Storing custom reports on a network Displaying up-to-date information Improving performance
Troubleshooting your company file
Importing and exporting data
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Preparing company files for multiple users Setting up a company-file folder on a Mac OS X host Accessing the shared company file from Mac OS X workstations Setting up a company-file folder on a Windows host Accessing the shared company file from a Windows workstation
Glossary Index
Task 8: Print year-end payroll forms
You can print T4 and RL-1 forms for your employees to use at tax time. Information for T4 and RL-1 forms are tracked using current payroll information entered in your company file throughout the year.
To locate the T4 and RL-1 forms, click Prepare T4 & RL-1 Forms in the Payroll command centre.
You can enter or change amounts that print on the forms by manually adjusting the amounts that were calculated in your company file. The changes won’t affect transactions or reports in your company file; the changes will only print on the T4 & RL-1 forms. You can also choose to revert to the amounts calculated in your company file.
Related topics
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Task 9: Print payroll reports
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Set up a Web Store
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Payroll tax forms

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