Sage 50 Canada: Year-End Processing Webinar (2025) – Fiscal/Calendar Year, T4s, RL-1s & Payroll Tips

Описание: )Prepare confidently for your 2025 fiscal and payroll year-end in Sage 50 Canada. In this webinar, presenters Ivana and Dorcas walk through essential steps—including understanding fiscal vs. calendar year behavior, completing data integrity checks, posting year-end adjustments, preparing T4 and RL-1 slips, and starting the new year correctly.

You’ll also learn how to install the 2026.0 / 2026.1 updates, manage employee claim amounts, and use the Resource Center and online support tools to troubleshoot issues and stay compliant.
Replay, Q&A answers, and the slide deck will be available on the Sage Community Hub.


📌 What You’ll Learn

• The difference between the fiscal year and calendar year in Sage 50 Canada, and how each impacts payroll
• How to run and interpret data integrity checks using the Data Utility Tool
• Best practices for backups, troubleshooting, and correcting inconsistencies
• How to post year-end adjustments and coordinate with your accountant
• How to review and validate the PI (Pensionable & Insurable Earnings) Report, including when it’s inaccurate
• How to properly start the new fiscal and/or calendar year
• How and when to install the 2026.0 and 2026.1 software updates and update employee claims
• Steps for preparing and electronically submitting T4s and RL-1s
• How to access the Resource Center, Knowledgebase articles, and online support tools such as the Sage Assistant

🕒 Chapters
00:00 – Introduction & Webinar Overview
Meet the presenters, session format, Q&A guidance, and overview of year-end topics.

02:17 – Year-End Preparation: Fiscal vs. Calendar Year
Understanding how each year type works, how payroll resets, and what changes when a new year begins.

03:49 – Data Integrity Checks & Troubleshooting
How to verify data integrity, interpret inconsistencies, use the Data Utility Tool, and protect data with backups.

10:26 – Posting Year-End Adjustments
Working with accountants, timing considerations, and posting adjustments after year-end if needed.

11:55 – Payroll Year-End: PI Report & Common Pitfalls
How the Pensionable & Insurable Earnings Report works, when it becomes inaccurate, and how to investigate discrepancies.

27:55 – Starting the New Year in Sage 50
How to start the new fiscal or calendar year, required steps for payroll users, and key warnings.

29:58 – Software Updates: Installing 2026.0 and 2026.1
What’s included in each update, timing recommendations, updating employee claims, and handling tax table changes.

33:00 – T4s, RL-1s & Electronic Filing
Creating forms, selecting required boxes, generating XML for CRA and Revenu Québec, and government filing rules.

41:10 – Resource Center & Support Tools
How to access learning resources, updates, Knowledgebase articles, community posts, and the Sage Assistant.

50:00 – Q&A Session
Answers to common questions on payroll frequency, accountant copies, pay periods, filing rules, and troubleshooting.


🔗 Helpful Links

• Sage 50 Canada Year-End Center: (https://communityhub.sage.com/ca/sage...)
• Sage Resource Center (http://sage.com/Resources)