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How to upload a Record of Employment (ROE) to the Service Canada website

Created on  | Last modified on 

Summary

Step-by-step instructions on uploading an employee's Record of Employment (ROE) to the Service Canada website from Sage 50 Accounting.

Resolution

 NOTE: A support plan that includes automatic payroll is required to export the ROE from Sage 50. 

  1. Select File, Import/Export, Electronic Filing, then Export ROE Web (Bulk File Transfer)...
  2. If you get a window with the instructions on how to "Prepare one or more ROE forms for bulk transfer to Web": Register for ROE Web (if you haven't already)
  3. Select Continue.
  4. Fill out the info in the box: Enter your CRA Business Numb
     NOTE: A valid CRA business account number consists of three parts: a 9-digit business number, the 2-letter program identifier “RP, and a 4-digit reference number. 
  5. Fill in the information for the payroll contact person at your company.
  6. Select your language preference.
  7. Select a date range to list employees who have a termination date between the specified dates.
  8. Choose one or more employees for whom you want to prepare an ROE, or select Select All to include all employees.
  9. Here, you have a choice. you upload ROE forms that you will finish preparing online or you can prepare ROE forms in Sage 50 Accounting for online submission.
    • To upload ROE forms that you will finish preparing online: Select the option to Upload the selected ROEs without reviewing them in Sage 50 Accounting
    • To prepare ROE forms in Sage 50 Accounting for online submission:
      1. Select the name of the employee to open their ROE form
      2. Select the link re: "Create Record of Employment Forms Using ROE Web" in additional information for the rest of the detailed steps
  10. Select Ready to Upload to proceed to the next step.
  11. Review the list of employees in your bulk ROE file, then select Save this bulk ROE file.
  12. In preparation for uploading these ROEs to the Web, copy the location of your saved file by highlighting it and pressing CTRL+C on your keyboard.
  13. Select Go to ROE Web site, and follow the instructions to upload your bulk ROE file to the Web.
  14. Use CTRL+V to paste the copied location of your saved file.

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