The new ROE process in Quickbooks Payroll allows you to generate an ROE, download it as a .BLK file, and upload the file to Service Canada.
QuickBooks Payroll will guide you through ROE generation, ensuring the same level of validation as ROE Web. The benefit of having this process in QuickBooks Payroll is that the product will help identify any issues in the form, so you can correct before submitting. QuickBooks error identification is based on information provided by Service Canada.
If you wish to review that information, Service Canada has a thorough block-by-block explanation of all ROE fields available here.
If an error is displayed while completing your ROE, you'll need to close the ROE submission and go back into the product to fix the error. We've listed the necessary walkthroughs by ROE Block in order to guide you through error correction:
- Block 3
- Block 4, 7 and 21
- Block 5
- Block 6, 8 and 9
- Block 10, 11 and 12
- Block 15 A, B and C
- Block 16
- Block 17 and 19
Block 3
The Employee ID must be 26 characters or less.
Block 4, 7 and 21
Update your business information.
Block 5
Update your Federal Tax information (CRA Payroll Number).
Block 6, 8 and 9
The first name must be 20 characters or less, and the last name must be 28 characters or less. Each address line must be 35 characters or less.
Note: Block 6 edits can have significant impacts on Block 15C; it is advised that changes to Block 6 are discussed with your accountant.
Block 10, 11 and 12
The dates in these 3 blocks must be in sequential order or be equal to the one following it.
Block 10 is the First day worked. This is the employee’s Hire Date. This must be earlier than or equal to the date in Block 11.
Block 11 is the Last day for which paid. This is actual last day the employee worked in your office or job site. This is the date you enter in the employee’s Termination Date field. It must be earlier than or equal to the date in Block 12.
Block 12 is the Final Pay Period ending date. This is not equal to the paycheque's pay date. The paycheque's pay date is not recorded on the ROE.
To update Blocks 10 and 11, click Cancel at the bottom-left to exit the Review ROE screen. Navigate to the Employment section under the terminated employee's profile and make the necessary updates.
Visit this link for instructions on each block.
Visit this link for instructions on each block.
Block 15 A, B and C
Review and update Insurable Earnings.
Block 16
To update the reason for issuing the ROE, you will need to update employee details.
To update the Contact information found in Block 16, select the gear icon, select Payroll Settings, then select Contact Information.
Note: The first and last name, area code, and phone number must all be present. The first name must be 20 characters or less and the last name must be 28 characters or less.
Block 17 and 19
QuickBooks Payroll does not automatically populate these blocks. You will have the option to add information to these blocks after uploading the BLK file to ROE Web.