The PD7A Reporting utility compiles and reports all amounts to be reported on Form PD7A. The utility runs in parallel with Third Party Remittance functionality. Provided that your personnel selection has been configured identically in both Third Party Remittance and PD7A Reporting, any amounts to be reported on Form PD7A will be consolidated with amounts to be reported via Third Party Remittance.
Before you execute PD7A Reporting, we recommend
that you review the appropriate section of the Implementation Guide. The IMG
path used to access this section is shown below.
In this section of the Implementation Guide, you can access the pre-configured view cluster that enables your system to perform PD7A Reporting. If you require additional wage type assignments to perform accurate PD7A Reporting, then you must configure your wage types appropriately via the Implementation Guide. For additional information, refer to the documentation link shown above.
PD7A Reporting is influenced by a variety of
parameters. Depending upon the needs of your enterprise, you may execute PD7A
Reporting under any combination of the following selection criteria:
Of these, the sole options that require specifications are Remittance frequency and Payroll period .
Once you specify the Remittance frequency and Payroll period (and additional parameters, if desired), then execute PD7A Reporting, the system will generate a detailed overview of amounts to be reported on Form PD7A. These amounts will be tabulated, by columns, according to Business Number, Pay date, Payroll area, Retroactive period, Personnel number (provided that you have selected the Display all employee data option), Gross pay, Total remittance, Employee tax paid, Employee CPP/QPP contributions, Employer CPP/QPP contributions, Employee EI contributions, and Employer EI contributions.
Once processing is complete, simply copy the reportable amounts onto Form PD7A, then submit it to the appropriate tax authority.