Verify your current year tax information for each employee and update if necessary.
To review TD1 values on each employee’s Taxes detail page in Sage HRMS:
- Select Employees > View/Edit Employee > Payroll tab > Employee Payroll > Taxes tab and review each tax setting (withholding, amount/percent, and so on).
- To update the tax credits, select a tax from the table, and then click the Tax Info button.
- Save any changes.
Tip: You can also use the Update TD1 Claim process (Canadian Payroll > Processes) to update employee tax information.
For more information about updating employee tax information:
- Review the online help topic, Using the Update TD1 Claim window
Note that federal, provincial, and territorial personal tax credit amounts may change each year. To confirm the amounts employees can claim, go to the CRA website: http://www.cra-arc.gc.ca/.