Reporting, Planning & Analysis

Find information about UBC’s budget and financial statements, as well as tools, systems, guidelines, and schedules relating to budgeting, forecasting, and reporting at the university.

Review budgeting and reporting information for Workday through UBC's Self-Service Portal (CWL required).

Learn about UBC's budget process, and review the current year's budget report.

Review the financial statements and reports regularly produced by the university's finance teams.

Feb. 22, 2024

T4 / T4A tax slips for faculty & staff are now available

UBC issues tax slips online as PDFs that are identical to the printed form and are accepted by the Canada Revenue Agency (CRA) when filing your taxes...
Feb. 22, 2024

Preparing for 2023/2024 fiscal year end

In preparation for the fiscal year-end, please consider the following dates and procedures to ensure goods and services expenses are recorded,...
Feb. 12, 2024

2023/2024 Year End Timelines and Procedures

Join us in the call-in session on March 6 to review the fiscal year-end timelines and procedures. The University’s fiscal year-end of March 31, 2024...
Feb. 23, 2024
Period+1 Opens for Payroll Only
Feb. 29, 2024
Period+1 Opens for All Companies
Feb. 29, 2024
Payroll Activities Closed
Mar. 1, 2024
Cutoff for Expense Report Approvals
Mar. 1, 2024
Cutoff for Supplier Invoice Approvals