Payroll government reports

Government reports include information required to report payroll details to the government.

Note: Sage Payroll Tax Forms and eFiling by Aatrix services are included with the current version of Sage HRMS. Sage Payroll Tax Forms and eFiling by Aatrix enables you to file tax forms electronically from a client workstation. Some of the reports below are Sage Payroll Tax Forms and eFiling by Aatrix reports; to learn more, see About Sage Payroll Tax Forms and eFiling by Aatrix.

Sage HRMS includes the following government reports.

U.S. Government Reports

Payroll reports

 

Report Name Report Description

Federal Tax Filing

Opens a menu from which you can select Federal forms 940, 941, 943, 944, 945, DOL WH-347, EW2, 1-9, and W-4.

State Tax Filing

Opens a menu from which you can select tax forms specific to your state. The tax forms are kept up to date by the Sage Payroll Tax Forms and eFiling by Aatrix service. If you are prompted to update tax forms upon clicking the Display button, follow the prompts or the tax forms may not include the current state requirements.

W-2s on Paper

You can use this report to save or print employee W-2 data to a paper report, and to e-file the W-2s using the service provided by Sage Payroll Tax Forms and eFiling by Aatrix.

Canadian Government Reports

Payroll reports

 

Report Name Report Description

CRA Remittance Info

Includes the remittance information required by Canada Revenue Agency (CRA) for the selected check date range, and for employees selected by employee range and/or selection list. The report shows earnings subject to tax, employee withholding and employer contributions for EI and CPP, and employee withholding for income tax, sorted by the account number (tax reporting ID) of the employment insurance rate assigned to each employee.

The summary version prints only the totals for each EI tax reporting ID and report totals, for all selected employees. The detail version provides the information in the date range for each employee, totals for each EI tax reporting ID, and report totals.

Ministère du Revenu Info

Sage HRMS prints the remittance information required by Revenu Québec for the selected check date range, and for employees selected by employee range and/or selection list. The report shows earnings subject to tax, employee withholding and employer contributions for EI and QPP, employer contributions for QHSF, and employee withholding for federal and provincial income taxes, sorted by the account number (tax reporting ID) of the employment insurance rate assigned to each employee.

The summary version prints only the totals for each EI tax reporting ID and report totals, for all selected employees. The detail version provides the information in the date range for each employee, totals for each EI tax reporting ID, and report totals.

R1s Electronic Filing

You can generate a file with Relevé 1 information in a file that you can submit to the Revenu Québec.

For the year you select, the Relevé 1 information is listed in a file in the format required by the Revenu Québec.

Record of Employment

The Record of Employment (ROE) government report provides the information you need for every employee who stops working in insurable employment. Service Canada uses the information on the ROE to determine whether a person is eligible to receive EI benefits, what the benefit amount will be, and for how long the benefits will be paid. This report includes the information you enter or edit on Payroll’s online Record Of Employment window, and the EI information maintained by Payroll. On the Record Of Employment window, you can produce ROE information for the 53 week reporting format, if you plan to use the ROE Web function. After you have completed the Record Of Employment window, you can produce the ROE by producing a file that you submit electronically (by Internet) to Service Canada’s ROE Web application.

Relevé 1s

This report provides the Relevé 1s by year, formatted as defined by Revenu Québec. To review employees that may be out of balance based on expected CPP/QPP and EI contributions, open the T4s selection from Government Reports and select the Print CPP/QPP and EI Balancing Report option.

T4s

With this selection you can print one of two items: the T4s, or the CPP/QPP and EI Balancing report. Print or save the T4s by year, formatted as defined by the Canada Revenue Agency (CRA). The CPP/QPP and EI Balancing report is for your review and lists employees that may be out of balance based on expected CPP/QPP and EI contributions.

Note: The payroll program supports many but not all "Other Information" boxes on the T4 and T4A.

T4s Electronic Filing

You can generate a file with T4 information so you can submit to the Canada Revenue Agency (CRA).

For the year you select, the T4 information (including the T4 Summary) is listed in a file in the format required by the Canada Revenue Agency.