Online tax forms powered by Powerpay Self Service

Powerpay Self Service is a tool that allows employees to view their Payroll and Human Resource information at any time, including address, contact and banking information, emergency contacts, pay statements and tax forms.

Note:

  • 2023 tax forms - Electronic forms for 2023 are available from December 1, 2023 – November 30, 2024. Tax forms are printed and delivered to the employer for distribution if the employee has not chosen Electronic Tax Forms or available on the Year-End Reports page.Closed From the Reports menu, select Year-End Reports. in Powerpay if you have paperless set up.

  • 2024 tax forms - Tax forms for 2024, processed prior to December 1, 2024, are printed and delivered to the employer for distribution and are available on the Year-End Reports page.Closed From the Reports menu, select Year-End Reports. in Powerpay if you have paperless set up.

Employer registration must occur prior to the final payroll processing of the year. Please allow yourself additional time to complete the Dayforce agreement, for Dayforce to enter the required system option, for you to grant view or edit access to your employees and for your employees to choose Electronic Tax Forms.

Tasks

  1. In Powerpay, go to the Field Selections page.Closed From the Company menu, select Self Service > Field Selections.

  2. Change Year-End Form Delivery to View or Edit.

    • View: Employees can view their Tax Form selection

    • Edit: Employees can amend their Tax Form selection

Employees can amend their tax form selection in Self Service if their employer has granted them edit access. If edit access is granted, advise employees to:

  1. Go to Profile page.Closed From the Profile & Settings menu, select Profile.

  2. In the Work Information section, update the tax form delivery option.

  3. Click Save.

Employers can change the employee’s tax form selection in Powerpay.

  1. Go to the Employee Profile page.Closed From the Payroll menu, select Hire/Profile > Employee Profile.

  2. Select the employee from the list.

  3. In the Additional Information section, update the tax form delivery option.

  4. Click Save.

Powerpay Self Service registered employees

This information is provided in multiple locations.

  1. Go to the User Accounts page.Closed From the Reports menu, select Self Service Reports > User Accounts.

  2. View the list of employees with Self Service accounts and the settings in place for each employee.

The year-end balancing report identifies if an employee will receive online tax forms. On the Employee Totals report, an ‘S’ displays between the province code and employee status.

  1. Go to the Employee Profile page.Closed From the Payroll menu, select Hire/Profile > Employee Profile.

  2. Select the employee from the list.

  3. View the tax form delivery option in the Additional Information section.

Powerpay Self Service tax form holding period and release

It is important to note that online tax forms are held by Dayforce for a default of 3 calendar days before being released to Powerpay Self Service for delivery (pay statements are available on cheque date). The purpose of the 3 day holding period is:

  1. To allow for client review and verification of accuracy.
  2. To provide the opportunity to re-run tax forms, in situations where changes or updates are required.
    • If tax forms are re-run within the 3 day holding period the original tax forms will be overwritten with the new tax forms

    • If the 3 day holding period has expired, subscribed employees will receive 2 copies of their tax form(s) in their Powerpay Self Service mailbox (the date stamp will identify which form is the most current).

Once tax forms have been processed you may, on a per request basis, contact your Customer Support Team to override the default setting to:

  • Waive the 3 day waiting period, releasing tax forms to Powerpay Self Service for delivery, or
  • Defer the release to Powerpay Self Service beyond the default 3 day holding period until further notice. You are required to contact Dayforce a second time when you are ready to have forms released to Powerpay Self Service.

Irrespective of the holding period, in order to ensure all employees receive their tax forms prior to Canada Revenue Agency’s (CRA’s) deadline of February 29, and Revenu Quebec’s (RQ’s) deadline of February 29, all pending employee tax forms will be released to Powerpay Self Service for delivery on February 23, 2024.

Contact your Customer Support Team for further information.

Note:

  • 2023 tax forms - Electronic forms for 2023 are available from December 1, 2023 – November 30, 2024. Tax forms are printed and delivered to the employer for distribution if the employee has not chosen Electronic Tax Forms or available on the Year-End Reports page.Closed From the Reports menu, select Year-End Reports. in Powerpay if you have paperless set up.

  • 2024 tax forms - Tax forms for 2024, processed prior to December 1, 2024, are printed and delivered to the employer for distribution and are available on the Year-End Reports page.Closed From the Reports menu, select Year-End Reports. in Powerpay if you have paperless set up.