Does Sage 300 CRE create a Record of Employment for the ROE Web?

Yes, when the ROE is e-filed through Aatrix it can be seen on the Service Canada website once it's been submitted. You can address any issues with the filing and obtain your period numbers there.

Add a termination date to the employee’s record:

1. Go to Setup, Employees.
2. Enter the Employee ID and tab into the record.
3. Click on the Misc Info tab.
4. Enter the Termination Date.
5. Click Save, Close.

Print or eFile the ROE form through Aatrix:

1. From the Tasks menu, select eFile and Reporting.
2. Select New Report and click Next.
3. Select ROE Record of Employment, select a ROE Date, and click Next.
   Note: The ROE Date you choose should match the termination date on the employee record.
4. Select the employee(s) you would like to print a ROE form for and click Next, then click Generate.
5. Enter a reason code in Box 16.
   Note: If your do not know which code applies, please see the ROE instructions.
6. Verify that the information is correct on the form and click Next Step & click Agree.
7. Print your Employer Copy, and click Next Step.
8. Click Print or click eFile for your form.
9. If you have not enrolled with Aatrix, click Enroll to launch the Aatrix eFile Center.
10. Click the Enroll link and follow the prompts to setup your account.
11. After completing the steps to setup your account, on the Aatrix Secure eFile – EIN NOT ENROLLED window click I have Enrolled and have my Login ID.
12. If you have an account with Aatrix, the Aatrix Secure eFile – Login window will display.
13. Enter your Username and Password and click Login.
14. Follow the prompts to complete the eFiling process.

Where can I find Year-End Procedures Guides (YEPG)?