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This file contains important information about Sage 300 Canadian Payroll (internal version 7.2A), including information about product changes that are not in the documentation.
For additional information about Sage 300 Payroll, open a payroll-specific window (such as Common Deduction Limits from the Payroll Setup folder), press F1 to open the online Help system, and then click Canadian Payroll on the Contents pane.
This version of Sage 300 Payroll includes the following tax updates:
Because all printed forms have variations, Sage 300 Payroll only supports forms printed by Sage Checks and Forms. To place your order with a Sage Checks and Forms specialist:
Sage strives to provide you with the very best support in the industry. If you have a question, we provide the following methods for you to get your answer as soon as possible:
To use Sage 300 Payroll, you require the following programs:
Before you install and activate Sage 300 Payroll, read the following important information:
The following sections describe new features and enhancements included in this version of Sage 300 Payroll.
The earning, deduction, and tax General Ledger segments now post with six segments identified if you use Cost Center Overrides and set up the new segments in Payroll G/L Integration (Payroll Setup > G/L Integration > Segments tab). This means payroll uses the segments from the employee-level setup or the timecard use the Regular Expense account. In order for the segments to post to your G/L, you must first make sure the checkbox Cost Center Override Allocated on Calc Base is selected on the Earning/Deduction or Tax code setup.
Using the three new segments is optional. However, once you set up the segments in Payroll G/L Integration and use them in payroll, the defined segments cannot be modified.
This section in Payroll Setup > G/L Integration > Segments continues to function the same. Segment edits for these segments in a timecard continue to override employee-level G/L assignment (Employee Payroll > Pay tab).
This new section in Payroll Setup > G/L Integration > Segments is designed so you can define which segments should be used for your payroll account allocation, and use them at an account distribution level. You cannot override these accounts where Cost Center Overrides are typically available in payroll.
With this release, payroll processing accurately impacts G/L segments specific to Workers’ Compensation with overtime and shift expenses set up when Segments (for Cost Center Override) are used in timecards. Other expenses are impacted by the Regular Expense account if the two selections are used (Subject to Workers’ Compensation and Cost Center Override Allocated Based on Calc) in the Earning/Deduction Code setup (Payroll Setup > Earnings And Deductions).
The additional segments (those added in Payroll G/L Integration with this release) for Workers’ Compensation default to the settings in WC Codes setup (Payroll Setup > Workers’ Compensation Codes). These segments cannot be overridden in the timecard.
When setting up a new code under Payroll Setup > Earnings And Deductions, you can now indicate whether employee amounts should be reported on the T4A (Statement of Pension, Retirement, Annuity, and Other Income) or the Relevé 2 (Revenus de retraite et rentes). This new selection is combined with the existing T4 and R1 menus as displayed on the Employees tab of the Earnings/Deduction Codes setup window.
If you indicate that Earning/Deduction Codes should be reported on the T4A or the Relevé 2, amounts reported to the code will not be included on the T4 or Relevé 1 Forms.
If an employee is paid amounts reported to both the T4/RL-1 and T4A/RL-2 within a calendar year, while the amounts paid will be appropriately reported, the tax amounts are both included on the T4/RL-1. This is in compliance with CRA specifications.
On Setup > Payroll > Earnings/Deductions Codes > T4/T4A Reporting and R1/R2 Reporting, if you need to select a form box not listed in Sage 300, you can select T4A - Other Information, and/or R2 - Other Information. Here you can enter the box number in the code field and description for the box from the T4A or the RL-2 forms to help identify the amounts during payroll processing and reporting.
Next, use the new report available in Payroll Transaction Reports, Earns/Deds Summary for T4A/R2, to review the amounts to enter on the T4A and Relevé 2 forms when you are ready to file.
Filing for the T4A and Relevé 2 forms is not supported.
A new report is available to support the addition of the T4A (Statement of Pension, Retirement, Annuity, and Other Income) and Relevé 2 (Revenus de retraite et rentes) code setup. The Earns/Deds Summary for T4A/R2 is listed in Reports > Canadian Payroll > Transaction Reports. Once you make your selections for the reporting criteria (such as year, report type, category, and employees to include), the report displays the codes set up for T4A or R2 reporting, with the amounts per employee for the period indicated.
Box 37 (Employee home-relocation loan deduction) on the T4 slip is now supported through the Earning/Deduction Codes Setup. This new setting can be used in conjunction with Box 36 (Interest-free and low-interest loans), if all or a portion of the loan was used by the employee for home relocation. Amounts should never be reported into Box 37 unless all or a portion of the amount is already reported in Box 36. To report a deduction to Box 37, set up the code as a non-cash benefit in the Earning/Deduction Codes screen (Setup > Canadian Payroll > Earning/Deduction Codes).
A new report is now available on the T4s report window (Payroll Government Reports > T4s) to help you balance. The CPP/QPP and EI Balancing report lists only employees that are out of balance and includes the employees' gross pay, pensionable earnings, CPP/QPP deductions and calculations, and EI earnings and deductions.
When generating the report you may be required to review and update your employees' T4 data. It’s important that you correct invalid employee data listed in the validation messages (for example, negative amounts for tax contributions) so you can view the report with accurate balancing issues identified.
For help printing the report, open the T4s Report window and click the Help icon or press F1.