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Balance Your CPP Remittances

This report can provide a final check to ensure your pensionable deductions and benefits are correct before Initializing Employee Totals. This will help:

  • Ensure year-to-date totals are accurate for the 2023 payroll year

  • Avoid CRA penalties

  • Avoid PIER listing

We have provided reports for you to run that compare the employee-paid CPP to the expected CPP amounts.

CPP Reconciliation Report Overview

The CPP Reconciliation Reports compare employee CPP deductions from history to the expected amounts. It displays any discrepancies for each pay period and summarizes the total CPP deducted for 2023. These reports account for employees hired or terminated part-way through the year and those with unpaid leaves taken mid-year.

You may need to run a different report for each pay group. For an accurate comparison, match the report to the pay frequency and the number of payments per year on the pay group.

How to Download the Reports

The import files can be found as links at the bottom of this article. Please download the file for each pay frequency you have set up in your company.

Additional Information
Do you need to know how many pay periods are in this year? This can be found in Pay Periods/Yr in Pay Groups.

Pay Frequency

File Name

Weekly with 52 pay periods in the year

Report2023CPP_52.ardx

Weekly with 53 pay periods in the year

Report2023CPP_53.ardx

Biweekly with 26 pay periods in the year

Report2023CPP_26.ardx

Biweekly with 27 pay periods in the year

Report2023CPP_27.ardx

Semi-Monthly

Report2023CPP_24.ardx

Monthly

Report2023CPP_12.ardx

Important Information
These reports must be imported yearly, as they rely on Max Pensionable Earnings, Employee Rate, and Employer Factor for the current year.

How to Import the Reports

Once the reports are downloaded, you can import them into your company.

Step 1: Open Report Definitions.
By default, this can be found in Report Designer.

Step 2: Select File, then Import and select where the report was saved.

Step 3: Browse to the location the import file was saved. Select the file, then select Open

Step 4: Enter a Definition Name, then update the Report Title if desired.

Step 5: Select OK to save the Report. Once OK is selected, the Definition Name cannot be modified. 

Step 6: Repeat Steps 2 to 5 for each different pay frequency you run payroll for.

Update the Reports

Once the reports are imported, you’ll need to update them with the pensionable earnings and benefits.

Step 1: Open Report Definitions if it is not already open.
By default, this can be found in Report Designer.

Step 2: Select the imported CPP Reconciliation Report, then select Modify.

Step 3: Select Column 8.

Step 4: Select the column beside Criteria in Column Settings, then select … to open the criteria.

Step 5: Select each pensionable earning code on the Available column. This will move them to the Selected column to be used in the report.

Step 6: Ensure all the earnings in the Selected column are pensionable.

  • If any earning codes in the Selected Column are not pensionable, select them to move them back to the Available column.

Step 7: Select OK once only pensionable earning codes are in the Selected column.

Step 8: Select Column 9.

Step 9: Select the column beside Criteria in Column Settings, then select … to open the criteria.

Step 10: Select each pensionable benefit code on the Available column. This will move them to the Selected column.

Step 11: Ensure all the benefits in the Selected column are pensionable.

  • If any benefit codes in the Selected column are not pensionable, select them to move them back to the Available column.

Step 12: Select OK once only pensionable benefits are in the Selected column.

Step 13: Select OK to save your changes to the report.

Step 14: Repeat Steps 2 to 13 for each report you imported.

How to Run the Report

Step 1: Open Print Reports. 
By default, this can be found in Report Designer.

Step 2: Select the report in Report Definition.

Step 3: Select Range in Date Selection, then enter January 1, 2023, to December 31, 2023.

Step 4: Select Completed Pay Runs in Pay Runs.

Step 5: Select Cheque Date in History Date.

Step 6: If you have employees with different pay frequencies, choose Selected in Pay Group Selection. Then select each Pay Group with the same Pay Frequency as the report.

Step 7: Select Print Preview to display the Results.

Additional Information 
If Print Preview is not displayed, go to the Printer Setup tab and select Printer for Destination. Print Preview should now display.

The report's Difference column will display zero if the employee CPP matches the expected amount. If there is a discrepancy between these two amounts, a value other than zero will display in the Difference column.

Step 8: If you would like to save these results, close the Print Preview, select your desired save options on the Printer Setup tab, then Save.

Did you find employees with unexpected results? These reports account for employees who were hired or terminated part-way through the year, as well as those with unpaid leaves taken mid-year. Go to our CPP Reconciliations Did Not Balance for more information.

If your CPP Remittance Remittance Report balanced, well done! Go to Balance Your Year-End if you want more information on balancing your year-end.

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