Balances for Year End Reporting

Oracle Payroll for Canada supplies a number of seeded balances for printing on T4, T4A, RL - 1 or RL - 2 forms. Some of these balances have predefined feeds. For others, you must create feeds from the user-defined elements whose year-to-date values you want to include in the relevant year end forms and boxes, as shown in the following tables.

Balances for T4 Form

For this box Use this balance Description Predefined Feed?
Box 14 'Gross Earnings' less 'Taxable Benefits for Quebec' less 'T4 Non Taxable Earnings' Employment income Yes for Gross Earnings. No for T4 Non Taxable Earnings. Elements in the Taxable Benefits classification and PHSP category automatically feed the 'Taxable Benefits for Quebec' balance. You can add other feeds.
Box 16 CPP EE Withheld Employee's Canada Pension Plan (CPP) contributions Yes
Box 17 QPP EE Withheld Employee's Quebec Pension Plan (QPP) contributions Yes
Box 18 EI EE Withheld Employee's Employment Insurance (EI) premium Yes
Box 20 T4_BOX20 Registered Pension Plan (RPP) contributions No
Box 22 FED Withheld and FED Supp Withheld Income tax deducted Yes
Box 24 EI EE Taxable Employment Insurance insurable earnings Yes
Box 26 CPP EE Taxable or QPP EE Taxable Canada Pension Plan or Quebec Pension Plan pensionable earnings Yes
Box 44 T4_BOX44 Union dues No
Box 46 T4_BOX46 Charitable donations No
Box 52 T4_BOX52 Pension adjustment No
Other Info T4_OTHER_INFO_AMOUNT30 to T4_OTHER_INFO_AMOUNT77 Other information No

Balances for T4A Form

For this box Use this balance Description Predefined Feed?
Box 16 T4A_BOX16 Pension or Superannuation No
Box 18 T4A_BOX18 Lump sum payments No
Box 20 T4A_BOX20 Self employed commissions No
Box 22 FED Withheld and FED Supp Withheld Income tax deducted Yes
Box 24 T4A_BOX24 Annuities No
Box 26 T4A_BOX26 Eligible retiring allowances No
Box 27 T4A_BOX27 Non eligible retiring allowances No
Box 28 T4A_BOX28 Other income No
Box 30 T4A_BOX30 Patronage allocations No
Box 32 T4A_BOX32 Registered pension plan contributions (past service) No
Box 34 T4A_BOX34 Pension adjustment No
Box 40 T4A_BOX40 RESP accumulated income payments No
Box 42 T4A_BOX42 RESP educational assistance payments No
Box 46 T4A_BOX46 Charitable donations No

Balances for RL-1 Form

For this box Use this balance Description Predefined Feed?
Box A 'Gross Earnings' less 'Taxable Benefits for Federal' less 'RL1 Non Taxable Earnings' Employment income before source deductions Yes for Gross Earnings. No for Taxable Benefits for Federal and RL1 Non Taxable Earnings
Box B QPP EE Withheld Contributions to the Quebec Pension Plan (QPP) Yes
Box C EI EE Withheld Employment Insurance premiums Yes
Box D RL1_BOXD Contributions to a registered pension plan (RPP) No
Box E PROV Withheld and PROV Supp Withheld Quebec income tax withheld at source Yes
Box F RL1_BOXF Union dues No
Box G QPP EE Taxable Pensionable earnings under the Quebec Pension Plan (QPP) Yes
Box H RL1_BOXH Meals and accommodation No
Box I RL1_BOXI Use of a motor vehicle for personal purposes No
Box J RL1_BOXJ Contributions paid by the employer under a private health services plan No
Box K RL1_BOXK Trips made by a resident of a designated remote area No
Box L RL1_BOXL Other benefits No
Box M RL1_BOXM Commissions included in the amount in box A or box R No
Box N RL1_BOXN Charitable donations No
Box O RL1_BOXO_AMOUNT_RA to RL1_BOXO_AMOUNT_RZ Other income not included in the amount in box A No
Box P RL1_BOXP Contributions to a multi-employer insurance plan No
Box Q RL1_BOXQ Deferred salary or wages No
Box R PROV STATUS INDIAN Gross Tax-exempt income paid to an Indian Yes
Box S RL1_BOXS Tips received No
Box T RL1_BOXT Tips allocated No
Box U RL1_BOXU Phased retirement No

Balances for RL-2 Form

For this box Use this balance Description
Box A Life Annuity Payments Unregistered plan and Life Annuity Payments registered plan Life annuity payments under a registered or an unregistered pension plan
Box B Benefits from RRSP RRIF DPSP and Annuities Benefits under a RRSP, a RRIF, or a DPSP, and annuities
Box C Other Payments Other payments
Box D Refund of RRSP Premiums paid to surviving spouse Refund of RRSP premiums paid to surviving spouse
Box E Benefits at the time of death Benefit deemed to have been received at the time of death (RRSP or RRIF)
Box F Refund of Undeducted RRSP contributions Refund of undeducted RRSP contributions
Box G Taxable Amount revoked registration RRSP or RRIF Amount that is taxable because of the revocation of the registration of an RRSP or RRIF
Box H Other Income RRSP or RRIF Other income (RRSP or RRIF)
Box I Amount entitlement deduction for RRSP or RRIF Amount giving entitlement to a deduction (RRSP or RRIF)
Box J PROV Withheld and PROV Supp Withheld Quebec income tax withheld at source
Box K Income earned after death RRSP or RRIF Income earned after death (RRSP or RRIF)
Box L Withdrawal under the Lifelong Learning Plan Withdrawal under the Lifelong Learning Plan (LLP)
Box M Tax Paid Amounts Tax-paid amounts
Box O Withdrawal under the Home Buyers Plan Withdrawal under the Home Buyer's Plan (HBP)