Schedulaa
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Year-end

ROE, T4, and W-2 in Plain English: A Year-End Guide for Service Businesses

What ROE, T4, and W-2 mean, and how Schedulaa builds them from finalized payroll without extra spreadsheets.

3/14/2025 • Year-end

What these forms are

ROE: insurable earnings/hours for Service Canada. T4: CRA slip for Canadian income/CPP/EI/tax/benefits/union dues. W-2: IRS/SSA slip for U.S. wages and taxes.

Built from FinalizedPayroll

Schedulaa uses finalized runs (hours, tips, premiums, benefits, union dues) to fill ROE/T4/W-2. No retyping.

Sanity-check before exporting

Review insurable/pensionable earnings, union dues, and taxable benefits in payroll detail. Use the validators in the ROE/T4/W-2 tools.

Where to generate

Use /payroll/tools for ROE/T4/W-2 exports.

Recommended next step

Explore payroll and back-office workflows

If payroll is the topic you are evaluating, review the payroll workflow as a supporting operational layer inside Schedulaa.

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Schedulaa

Schedulaa is the operating system for service businesses: scheduling, payroll, and website booking in one platform.

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