This guide explains how to create Pay Slip Year-to-Date (YTD) adjustments to correct employee cumulative values without processing a live payroll.
⚠️ Important: Payroll & Tax Impact
YTD Adjustments do not impact employee net pay. They are used solely to correct cumulative values and will affect year-end reporting, such as the T4 slip.
Important Warnings
Before proceeding, please review the following requirements:
| Item | Description |
|---|---|
| Timing | YTD adjustments must be completed before final T4s are submitted to the CRA.
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| Trial T4s | If trial T4s were generated but not yet submitted, you may delete the file, apply your adjustments, and then regenerate the T4s.
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| Payroll Impact | These adjustments do not run through payroll and do not affect net pay.
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Method 1: Manual YTD Adjustment (Single Employee)
Use this method to correct values for an individual employee profile.
Steps to Adjust Manually:
| Step | Action, Notes & Requirements | Screenshot Reference |
|---|---|---|
| 1 |
Access Employee Profile & New Record:
* Open the specific employee profile (e.g., Alex Thunder).
* Navigate to the Payroll tab at the bottom of the profile.
* Select New Pay Slip Year-to-Date Detail.
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| 2 |
Define Adjustment Type:
* Select the Subtype (e.g., Federal Tax, CPP, or EI). * The description should automatically match the subtype.
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| 3 |
Enter Amount & Tax Year:
* Tax Year Ending: Select the correct year (e.g., 2025). * YTD Import: This checkbox must be checked.
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| 4 |
Assign Dates & Memo:
* Pay Date: Set to 12/31 of the tax year. * Start/End Dates: Use the final pay period (e.g., 12/15 to 12/31).
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| 5 |
Set Processing Date (Very Important): * Processing Date: Set to 12/31 of the tax year. * Approval Status: This must be set to Approved. * Company Branch: Select the correct RP account/branch. | |
| 6 |
Select Account & Indicators:
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| 7 |
Save Record: * Click Save to apply the adjustment to the employee's cumulative totals.
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Method 2: Bulk YTD Adjustments (CSV Upload)
This section is being enhanced
When multiple employees require corrections, or when recurring adjustments are expected, use a CSV upload for efficiency.
Steps for Bulk Upload:
Prepare CSV template: Download and open the required template.
Populate fields: Enter the required data for all affected employees.
Validate Amounts: Double-check your positive versus negative values.
Upload: Use the payroll import tool to submit the CSV.
Review Results: Confirm the import was successful through the results summary.