Generating a Record of Employment (ROE) is a necessary task for employers in Canada. This document provides information about an employee's employment history, including their earnings and hours worked. We’ll guide you through an overview of the process of generating an ROE in QuickBooks Online.
Step 1: Change your employee’s status to terminated
- Go to Payroll and then Employees in the left navigation bar.
- Select the desired employee from the list.
- Under the employee profile, select Action and the select Change Status.
- Under Status, change the employee's status from Active to Terminated.
- Select a Reason for status change and enter the appropriate Termination date.
- Select Save.
- A pop-up will appear asking if you'd like to create the employee's Record of Employment. Select Continue.
Step 2: Generate the ROE
- Open Taxes and select Payroll tax.
- Select Filings and select Record of employment.
- Select the desired employee from the dropdown menu.
- Select ROE, then View. This opens a new tab displaying the Record of Employment.
- Select Next.
- Select Download BLK.
- Select Go to ROE Web. The Service Canada website opens.
Follow the instructions on the website to access your ROE Web account and electronically file your ROE forms.
Step 3: Submit a paper copy to the Canada Revenue Service (CRA)
The ROE printed from QuickBooks Online isn't a legal form for a Record of Employment. You'll need to request the legal ROE forms from the CRA. The ROE from QuickBooks Online can then be used as a guide to help you with filling out the legal ROE forms from the CRA.
Once you fill out the CRA ROE forms, you’ll give one copy to your employee, mail one to the CRA, and keep one for your own records.
In conclusion, generating an ROE in QuickBooks Online can be a straightforward process. By following these steps, you can make sure that your ROE is accurate and submitted on time.
If you encounter any issues while generating ROEs, don't hesitate to reach out to our Support team for assistance, ask our Digital Assistant, or check the Support page for immediate answers.
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