November: 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

When you receive your preliminary year-end reports package, follow the instructions for each report to ensure that the information it contains is correct as of the pay period ending date shown in the upper right-hand corner of each report.

If you require new earning or deduction codes or adjustments to a current code, contact your Customer Support Team prior to your final payroll run of the year. Charges may apply.

For each of the following items, verify that they are correct by checking the relevant reports, see Year-End reports.

At least 5 business days prior to your final input with a 2024 payment date.
 

For each employee (including those on terminated status), verify:

  • Name and address
  • Social Insurance Number
  • CPP/QPP, EI and QPIP (Quebec Parental Insurance Plan) deficiencies
  • Province(s) of employment for 2024.

Note: Any employee in a terminated status on your last pay of the year will be removed from your payroll.

  
  Review Earnings and Deduction/Benefit Matrix to ensure all codes are accurate and are directed to the appropriate box on the T4/RL-1.  
 

Verify Business Number(s) and/or Quebec Remittance Account Number(s)

  
 

If any terminated employees are returning in 2025, change their status to On Leave. For a list of terminated employees, review the Terminated Employees Report found in your preliminary balancing report.

All employees with a terminated status, as of the last pay of the year, are automatically removed from your payroll after the first pay of the year is processed.

  
 

If your payroll includes employees in any of the following provinces, verify:

  • Manitoba Health and Post Secondary Education Tax Number
  • Ontario Employer Health Tax Number
  • Newfoundland and Labrador Health and Post-Secondary Education Tax Number
  • Northwest Territories/Nunavut Payroll Tax Number
  • Nova Scotia WCB account number and rate
  • CNESST employer number and rate, Revenu Quebec Identification No.
  
 

If applicable verify:

  • Deferred Profit Sharing Plan Number(s)
  • Registered Pension Plan Number(s)
  
Review and validate your 2025 payroll input schedule. If you have any changes, contact your Customer Support Team.  

If you need to make year-end adjustments, a Year-End Adjustment Spreadsheet is available. To locate the spreadsheet, click here.  For instructions to complete the spreadsheet, click here. Email your request to [email protected].

At least 5 business days prior to your final input with a 2024 payment date.

It is essential that Dayforce has your most up-to-date contact information on file. Ensure your contact list is current to allow for continued support from Dayforce and to maintain the confidentiality of your payroll. We suggest removing any old contacts, and ensuring at least one backup user is available. To modify your contact listing in Powerpay, click here for instructions.