Microsoft Dynamics GP Year-End Update 2019: Canadian Payroll

Round 2 Canadian Payroll Tax Update released 1/15/2020 for all versions!!

Canadian Payroll dictionary Versions for Round 2

GP 2015 14.00.1254
GP 2016 16.00.0836
GP 18.02.1058

Install Location

GP 2015
GP 2016
GP (2018)

***When you apply round 2 the Basic Personal Amount (BPA) does not automatically change on all your employees as that typically happens during a year end reset of masters.

Below is a script that will blanket change your employees.  For employees over the $150,000, you will need to manually adjust their record/ BPA.

Update CPY10105/*P_CPY_SETP_Employee_Tax_Credits*/set PBasicPersonalAmount='13229.00000' where PBasicPersonalAmount='12298.00000'and PJurisdiction='CA'

Notes on the release:

FIXED IN ROUND 2 - Prior to the reset masters process, you should change the Tax Credit Indexation Factors to 1.00000 for AB-Alberta and SK - Saskatchewan
If you have already reset masters and notice the Basic Personal amount is indexed incorrectly, you can change it with this sample script.

update CPY10105/*P_CPY_SETP_Employee_Tax_Credits*/
set PBasicPersonalAmount='19369.00000' where PBasicPersonalAmount='19834.00000'and pjurisdiction='AB'


update CPY10105/*P_CPY_SETP_Employee_Tax_Credits*/
set PBasicPersonalAmount='16065.00000' where PBasicPersonalAmount='16290.00000'and pjurisdiction='SK'

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FIXED IN ROUND 2 - On the 18.2 version only, you may receive this error when you launch Utilities:

Go to your code folder location (where GP is installed, you may find a caerr.cnk file, delete or rename it.  Then you will be able to launch without error message.  This is a language chunk that is not needed for this update.

____

FIXED IN ROUND 2

The CPP maximum withheld is over by $.90 cents.
It should stop at $2898.00 and we are going to $2898.90.
This will be fixed in the Round 2 update due out by 1/15/2020.

______

FIXED IN ROUND 2- Script still needs to be run if you have already closed the year, check your T4's carefully.

Review your T4's, carefully.  If you notice an issue where the EI Insurable Earrings and CPP Pensionable Earnings are printing last years (2018) maximum, do the following:

2018 Maximum
EI =    $51,700
CPP= $55,900

2019 Maximum
EI =    $53,100
CPP= $57,400

2020 Maximum (for reference)
EI =    $54,200
CPP= $58,700

Have a good back up of the company database.

Run the below script to correct the maximum.

update CPY40101 set PEIInsEarnings24 = case when PEmploymentIncome14 > 53100 then 53100 else PEmploymentIncome14 end 
      where PEIInsEarnings24 ='51700.00000' and PYear='2019'
      
update CPY40101 set PCPPPensionEarn26 = case when PEmploymentIncome14 > 57400 then 57400 else PEmploymentIncome14 end 
      where PCPPPensionEarn26 ='55900.00000' and PYear='2019'

We are down to the 'last' full working week of the year, crazy where 2019 went!

Good news this year with Canadian Payroll, there are no table changes needed, below are the list of changes in the update.

We plan to release this as all one update, including RL-1 and form changes for Quebec.  This way it is less hassle with installs, etc.
All Quebec information has been approved and below are the numbers you will need:

Software Development Number for XML - RQ-19-01-177
RL-1 Slip Authorization number - FS1901207  (enter in the Payroll T4/R1 Print window)

The target release is by 12/20, but hope for sooner, it is touch and go here day by day so a lot is changing and hard to pin point, but I'm going with the later and then hope to deliver you an early Christmas present. :-).

Canadian Payroll specific documentation and install steps.

For now, lets get started with our year end steps that should be the same YOY, but good reminders to all.

What steps should I take to close the year?

1. Complete all the pay runs for the current year.
2. Complete any necessary 2019 Payroll reports.
3. Make a backup of the data.
4. ***Install the 2019 Canadian Payroll Year-End Update/2020 Tax Update.***
5. Complete the "Year End File Reset" process.
6. Make a backup of the data.
7. Create the T4, T4A, and RL-1 statements, and print the T4, T4A, and RL-1 reports.
8. Edit the T4, T4A, and RL-1 records as necessary.
9. Create T4, T4A, and RL-1 Summary records.
10. Print the T4, T4A, RL-1 reports and create T4, T4A and RL-1 XML file, if appropriate.
11. Verify that the Pay periods for 2020 are setup correctly.

~For more detailed steps, please refer to the Year-end closing procedure for the Canadian Payroll module in Microsoft Dynamics GP, by clicking on
KB 861806.

Change for the 2019 Year End and 2020 Tax tables.

RL-1 XML and form changes
No T4 or T4A form and XML changes
- Canada Employment Insurance (EI)
- Canada Pension Plan (CPP)
- Canada Income Tax
- Alberta (no change)
- British Columbia
- Manitoba
- New Brunswick
- Newfoundland and Labrador
- Northwest Territories
- Nova Scotia (no change)
- Nunavut
- Ontario
- QPIP Tax
- QPP Tax
- Quebec Provincial tax
-Prince Edward Island (no change)
- Saskatchewan
- Yukon

**This will be translated to French  

Key Points to remember:

• The Year End Close process moves all your current year data into the Last Year (LY) tables and it doesn't take the date into consideration.  For this reason it is very important that you complete ALL 2019 Payrolls (step 1) and then complete at least through the year end file reset (step 5) before doing any 2020 payrolls.
• It is vital that you install the Year-End Update before the Year End Reset (Steps 4 and 5) because you are prompted during the Year End Reset to update Basic Personal Amounts.  If you miss this you will need to restore from a backup.
• When you do the Year End Reset it changes the Basic Personal Amounts for employees. Depending on the Province it will either add a fixed amount or increase the amount by an indexation factor as determined by the Provincial Authority.
• This is an all-inclusive update. 

Microsoft Dynamics GP 2015

Microsoft Dynamics GP 2016

Microsoft Dynamics GP

Year-End Close Resources:

Please refer to the 2019 Year-End Blog Schedule to review current and upcoming blog posts and other helpful resource links related to Year-End Closing for Dynamics GP

Enjoy...

Terry Heley

Microsoft