The Pension Adjustment Changes module allows the user to adjust the pension adjustments (PA) amount previously entered. The PA amount entered here can be reported on the T4's in box 52 or as Other Code 036 on the T4A's.
T4 Year
Enter the year that is PA amount will be picked up by the T4 report. The year entered here must match the year entered as the Taxation year when running Federal Statements.
Income Tax Deduction
Enter the income tax deduction code related to this PA amount. An income tax code must be specified to allow distinction between PA's from different tax groups or T4A PA amounts.
Employee #
Enter the employee number to enter the PA amount on.
PA Amount
Enter the previously calculated PA amount.
Select 'Save' to save the change and return to the main menu.
Select 'Cancel' to cancel out of changes and return to the main menu. No additions will be saved.
By pressing the enter key at the FIELD TO CHANGE allows access to any field but only the PA amount value can be changed. When a change is made to the T4 Year, the Tax number or the Employee number this action only results in bringing up a different record. For example, if an Employee number is changed, that employee's PA record will be brought up if it is found.