This export may be used to report and export the existing PA record contents for reporting to the Ontario Teachers Pension board. The format of the export file is as per instructions from the Ontario Teachers Pension board.
This report includes an option to generate an export file, ######.CSV, where ###### is the job number. The export file is generated where the logical SRB$OPSWRK is defined. The export file is a comma separated file with one record per deduction per employee. The export file containing the following fields:
The export file includes the following fields:
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Employee SIN
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Employee number
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Taxation year
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Employee's PA amount
This process includes the option to maintain multiple sets of stored prompts.
Name the prompt sets by defining a title up to 10 characters, with a 30-character description.
On the first prompt click the Report Defaults icon to select an existing set of prompt values. You can delete prompt sets or change the description from the Report Default icon.
Enter Taxation Year
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Enter a 4-digit year to identify the taxation year of the PA records to be reported and exported.
Select by INCOME TAX Deduction Code
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Enter tax deduction numbers one at a time to define the PA records to be reported.
Report All or Selected Employees
Sort by Employee Number, Employee Name or SIN
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Enter 'S' to have the report generated in employee SIN sequence.
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Enter 'E' to have the report generated in employee number sequence.
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Enter 'N' to have the report generated in employee name sequence.
The report will list the following:
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Report header includes the export file location and name
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Employee SIN
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Employee number and name
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Taxation year
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Income Tax Deduction and description
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PA amount