From the employee's Taxes tab in the Employee Payroll window, the employee's TD1, TD1X, TP-1015.3-V, TP-1015.R.13.1-V, and other applicable information can be entered at each prompt. The button is at the bottom of the Employee Payroll window on the Taxes tab; you can use this window to enter the tax information specific for each employee. Since taxing authorities change their requirements periodically, the window uses the current tax update to prompt you for the appropriate information about the employee.
Federal, Provincial, and Territorial Income Tax
Enter the eligible pension income amount claimed by the employee. Include the pension income amount transferred from spouse.
Enter the tuition fees and education amounts claimed by the employee. Include full-time, part-time and amounts transferred from spouse or dependents.
Enter the total personal tax credits claimed by the employee from the Total Claim Amount line of the employee's TD1 form.
Enter the additional tax to be deducted.
Enter the deduction claimed for living in a prescribed zone.
Enter the number of dependants who, at the end of the year, were under 18 years old.
Enter the total remuneration (commission and salary).
Enter the total expense amount.
Enter the total of annual deductions not deducted at source, such as child care expenses, alimony payments, maintenance payments, contributions to a registered retirement savings plan (RRSP), and union dues, as requested by the employee and authorized by the Canada Revenue Agency (CRA) or Revenu Québec.
Enter other federal tax credits, such as medical expenses and charitable donations, as requested by the employee and authorized by the Canada Revenue Agency (CRA) or Revenu Québec.
Québec Income Tax
Enter the total credits claimed by the employee from line 10 of the TP-1015.3-V.
Enter additional tax to be withheld from line 11 of the TP-1015.3-V, TP-1017V, or TP-1015.o.
Enter the total of other deductions or credits claimed by the employee from line 19 of the TP-1015.3-V.
Enter the percentage of commissions to be included in the remuneration subject to source deductions from line 8 of the TP-1015.R.13.1-V.
Enter the total of annual deductions not deducted at source, such as child care expenses, alimony payments, maintenance payments, contributions to a registered retirement savings plan (RRSP), and union dues, as requested by the employee and authorized by the Canada Revenue Agency (CRA) or Revenu Québec.
Enter other federal tax credits, such as medical expenses and charitable donations, as requested by the employee and authorized by the Canada Revenue Agency (CRA) or Revenu Québec.