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Process tax form runs
Prior to processing year end tax forms, you must complete the following steps: 1. Close the previous year. For details on how to close the previous year, check out our article on How to close the year. 2. Find your T4 remittance balance from the CRA. ...Get T4 remittance balance from the CRA
The remittance balance is the credit to your payroll account with the CRA -- this is the sum of all money remitted to them for the year. If you joined Rise during the year, this would include amounts remitted by you or by your previous provider. If ...Process a manual cheque
Creating an appropriate pay run You need to attach this information to a pay run. If the payment is a one-off such as a bonus or termination pay, you will want to create an off-scheduled run. Off-schedule (or Ad-Hoc) runs allow you to add only the ...Send and save ROEs
Send a copy to Service Canada Once you have completed an ROE for one of your employees, click Finalize. We will send the ROE to Service Canada within 1 business day. Keep a copy of the ROE If you would like to keep a finalized copy of the ROE, click ...Complete a Record of Employment
Preparations Before reviewing the ROE for accuracy, you will need to complete the following steps: Terminate the employee in Rise. Complete their last payment. Generate the ROE. Employee and contact information The simplest way to ensure all ...
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Use an AI assistant with Rise
You can connect an AI assistant (Claude, ChatGPT, Gemini, or Microsoft 365 Copilot) to Rise. Once it's connected, you can ask questions about your people data in plain language and get answers right inside the chat, without building a report by hand. ...Connect Microsoft 365 Copilot to Rise
Connect Microsoft 365 Copilot to Rise so your team can ask questions about your Rise reporting data inside Copilot. For what you can ask once it's set up, see Use an AI assistant with Rise. Early access: Connecting an AI assistant to Rise is ...Connect Gemini to Rise
Connect Gemini to Rise so you can ask questions about your Rise reporting data. For what you can ask once it's set up, see Use an AI assistant with Rise. Early access: Connecting an AI assistant to Rise is currently available in early access. To ...Connect Claude to Rise
Add Rise as a connector in Claude so you can ask questions about your Rise reporting data right inside a chat. For what you can ask once it's set up, see Use an AI assistant with Rise. Early access: Connecting an AI assistant to Rise is currently ...Connect ChatGPT to Rise
Add Rise as a connector in ChatGPT so you can ask questions about your Rise reporting data right inside a chat. For what you can ask once it's set up, see Use an AI assistant with Rise. Early access: Connecting an AI assistant to Rise is currently ...