Employer setup
- CRA payroll program account information.
- Pay frequency and regular pay dates.
- Business bank and bookkeeping setup for payroll transactions.
Employee information
- Legal name, address and required payroll information.
- Employment start date, pay rate or salary and pay frequency.
- Completed federal and provincial TD1 information where required.
Payroll policies
- Vacation treatment and entitlement.
- Benefits, taxable benefits or recurring deductions.
- Overtime, statutory holiday and other pay rules applicable to the employment.
Year-end readiness
Keep employee and payroll records consistent throughout the year so T4 preparation and payroll reconciliation are easier at year-end.
General information only
This guide is general information and is not a substitute for advice based on your specific facts.