Some information reported on Year End forms (such as Pension Adjustment or Registered Pension Plan Past Service contributions) requires the setup of an information element.

For more information on creating information elements, see Defining an Element to Hold Information.

   To create an information element for Year End:

1. In the Balances form, create a balance for your information element with the following parameters:

   • Units: Money

   • Currency: CAD

2. Save your work.

3. Click Dimensions.

4. Create three rows, selecting the following from the list of values for the Name:

   • Government Reporting Entity Year to Date

   • Person within Government Reporting Entity Year to Date

   • Person in JD within GRE Year to Date

5. Save your record.

6. Create an information element through the Element Description form with a Primary Classification of "Information".

7. In the further information flexfield, specify:

   • Name of the balance you created in step 1

   • Year end form

   • Any applicable footnotes

   • Registration number

     For Slip T4, this number comes from the element that feeds the Pension Adjustment balance (Box 52). If there is no reported Pension Adjustment, then the registration number comes from the element that feeds the RPP contributions (Box 20). If the employee belongs to multiple pension plans, the registration number associated with the highest pension adjustment balance is the one that prints on the slip.

     For Slip T4A, this number appears in Pension plan registration number (Box 36). This number is taken from the element that feeds the Pension Adjustment balance (Box 34). If there is no Pension Adjustment reported, then the registration number comes from the element that feeds the Registered pension plan contributions (past services) balance (Box 32). If the employee belongs to multiple pension plans, the registration number associated with the highest pension adjustment balance is the one that prints on the slip.

8. Click Input Values.

9. Add Pay Value as an input value with a Units value of "Money".

10. In the Balance form, query the balance you created in step 1.

11. Click Feeds, and select the new element to feed the balance.

12. Query the balance for the year end box that you want this element to feed.

13. Click Feeds, and select the new element.