2020 Year End Customer Guide Dayforce © Ceridian HCM, Inc. 2020 year end customer guide Welcome to the 2020 Dayforce Year End Customer Guide. This guide is the primary reference for the Year End process. The information contained in this customer guide is up to date as of October 1, 2020. The following additional information and resources are available: • Appendix A: Resources for year end, provides additional Dayforce resources and links to legislative information. • Appendix D: Year end questions and troubleshooting, answers to frequently asked Year End questions and troubleshooting. This guide and other resources are available in the Ceridian Support Portal at https://support.ceridian.com. To access articles: • Search for knowledge articles by entering key words or the name of the article in the “How can we help you?” field. • Choose the Knowledge Base menu item at the top of the Home page. Select Year End > Canada Year End. The information shared in this guide is provided by Ceridian Canada Ltd. as a convenience. Ceridian does not warrant the accuracy or completeness of the information. Contents may be subject to change. Always check with the proper authority for the most current information available. 2 Year End Customer Guide Table of contents 2020 year end customer guide .................................................................................................. 2 Important topics to review .......................................................................................................... 6 New for 2020 .......................................................................................................................... 6 Federal Requirements ..................................................................................................................... 6 Provincial Tax, Territorial Personal Tax credit ................................................................................ 7 Provincial Employment/Labour Standards ..................................................................................... 7 Provincial Workers Compensation Board (WCB) Premiums .......................................................... 8 Provincial Payroll/Health-related tax changes ............................................................................... 8 Provincial Pandemic Pay for Front-line Workers ............................................................................ 9 Garnishment Enforcement ........................................................................................................... 10 New for 2021 ........................................................................................................................ 10 Provincial tax ................................................................................................................................. 10 Provincial Workers Compensation Board (WCB) Premiums ........................................................ 10 Provincial Payroll/Health-related tax changes ............................................................................. 10 Provincial Personal Tax credit ....................................................................................................... 11 Checklist of 2020 year end activities ....................................................................................... 12 September – November 2020 .............................................................................................. 12 December 2020 ................................................................................................................... 14 January – February 2021 ..................................................................................................... 17 March 2021 .......................................................................................................................... 19 Important year end dates and deadlines.................................................................................. 21 Important tax form/statement dates and deadlines .............................................................. 21 Cut off dates .................................................................................................................................................... 21 Missed tax form/statement processing deadline ............................................................................................. 22 Tax forms/Statements ..................................................................................................................................... 22 Year end reports and processing ............................................................................................. 23 Running year end adhoc reports .......................................................................................... 23 Accessing year end archived reports ................................................................................... 24 Reviewing important information required by Ceridian ......................................................... 25 Required employee information ...................................................................................................................... 25 Required employer information ....................................................................................................................... 26 Processing year-to-date corrections ........................................................................................ 28 Making corrections to year-to-date values ........................................................................... 28 Year-to-date corrections (using the Adjustments tab) .................................................................................... 29 Year-to-date corrections (using the Checks tab) ............................................................................................ 29 3 Year End Customer Guide Moving employee YTDs from one province to another ................................................................................... 30 Correcting employees with the same ID and multiple countries ..................................................................... 30 Entering pension adjustments (PA) ................................................................................................................ 30 Provincial health care levies & WCB ....................................................................................... 32 British Columbia Employer Health Tax (BC EHT) ................................................................ 32 Filing a return for BC EHT ............................................................................................................................... 32 Tax Setting ..................................................................................................................................... 33 Special Considerations .................................................................................................................. 34 Ontario Employer Health Tax ( ON EHT) ............................................................................. 34 Filing a return for ON EHT .............................................................................................................................. 34 2020 annual exemption ................................................................................................................................... 35 Debit or credit balance .................................................................................................................................... 35 EHT annual year end return – monthly remitters ............................................................................................ 36 Manitoba Health and Post-Secondary Education Tax .......................................................... 36 Filing a return .................................................................................................................................................. 36 Québec Health Services Fund (QHSF) ................................................................................ 37 Filing a return .................................................................................................................................................. 37 Newfoundland and Labrador Health and Post-Secondary Education Tax (HAPSET) .......... 39 Filing a return .................................................................................................................................................. 39 Northwest Territories/Nunavut Payroll Tax........................................................................... 39 Workers’ compensation (WCB) ............................................................................................ 40 Workers’ compensation maximum assessable amounts for 2020 ................................................................. 40 Filing a return .................................................................................................................................................. 41 Filing Québec CSST (Commission des normes, de l'équité, de la santé et de la sécurité du travail) ............ 41 Initiating the year end process ................................................................................................. 43 Year end role configurations ................................................................................................ 43 Processing tax forms/statements ........................................................................................