January - February: Year End

This checklist is your primary tool for processing your year-end with Dayforce. All tasks are sequentially ordered, and references to other topics are provided. Use this checklist to ensure that all necessary tasks are completed in order and on time.

Click here for a PDF printable version of the full checklist.

Action Deadline

Review the Powerpay Info Centre and Year-End tab for communication of Dayforce’s important dates and deadlines detailing when adjustments must be received and tax forms must be processed. See Missed tax form deadlines, for more information. If you are unable to meet any deadline, contact your Customer Support Team for advice on how to proceed.

  
If you have adjustments, review the information provided on the After the First Pay of the New Year page.Closed From the Year End menu, select Year-End Adjustment Process > After the First Pay of the New Year. After your first pay dated in January

If you submitted adjustments to be processed for your tax forms after your last pay of 2024, you are responsible for remitting any statutory deductions created by the adjustments to the appropriate agencies by the specified deadline imposed by those agencies.

  

If pension adjustments (PAs) are being calculated by an actuary, ensure that they have been provided and verified to reports prior to processing your tax forms. See Calculate pension adjustments (PA).

 After your first pay dated in January
If you have reviewed your Year-End Balancing Reports and are ready to request your tax forms, call our Interactive Voice Response service (IVR) at 1-800-667-7867 or see Request tax forms after the last pay of the year. The deadline to request your tax forms is February 21.

February 21

If you have employees in Quebec, you are responsible for submitting the RL-1 Summary to Revenu Quebec, see Tax form deadlines.

February 28

If you have employees in Quebec, you are responsible for filing your CNT levy and WSDRF return with Revenu Quebec. Please refer to the RL-1 Summary (RLZ-1.S-V).

February 28

If you have employees working in provinces other than Quebec or Nova Scotia, you are responsible for remitting your WCB premiums (if applicable) for 2024. Your provincial WCB should communicate to you the rates at which to calculate your premiums owing and your annual return filing obligations.

 Please check with your WCB board for deadlines