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IVPPRC
IVPPRC

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The Canadian Pay rules Interface File screen is used to import taxation rules for employees into the software data structures. This table defines the employee’s rules for taxation, including claim codes, filing status and exemption information.
The Canadian Payrules Interface File screen is used to import taxation rules for employees into the software data structures. This table defines the employee’s rules for taxation, including claim codes, filing status and exemption information.
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;[Fed Add'l Tax Per Period|CFED_ADD_TAX_PER_PERIOD]:This field contains the amount of additional tax the employee claims on TD1 form that is to be taken each pay period.
;[Fed Filing Status|CFED_FILING_STATUS]:This field indicates that a person is a regular employee, a pensioner or a non-resident of Canada.
;[Fed Tax Method|CFED_TAX_METHOD]:This field is used to indicate the override for federal tax calculation: the annualized (table), cumulative averaging, flat amount, or percentage method.
;[Fed CPP Method|CFED_CPP_METHOD]:This field is used to indicate the override for CPP calculation: period exemption or an hourly exemption.
;[Fed EI Method|CFED_EI_METHOD]:This field is used to indicate the override for employment insurance calculation.
;[Fed Labour Fund|CFED_LABOUR_FUND]:This field is used to hold the federal labor-sponsored fund tax credit amount for the acquisition by the employee of approved shares of the capital stock of a prescribed labor sponsored venture capital corporation.
;[Fed Add'l Tax Per Period|CFED_ADD_TAX_PER_PERIOD]:
;[Fed Filing Status|CFED_FILING_STATUS]:
;[Fed Tax Method|CFED_TAX_METHOD]:
;[Fed Tax Method|CFED_CPP_METHOD]:
;[Fed CPP Method|CFED_EI_METHOD]:
;[Fed Labour Fund|CFED_LABOUR_FUND]:
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;[Prov Claim Amount|CPRV_CLAIM_AMOUNT]:This field holds the employee's personal claim amount.
;[Prov # of Dependants|CPRV_NUM_DEPENDENTS]:This field displays the number of dependents being claimed at the provincial level for tax purposes.
;[Prov Annual Tax Deduction|CPRV_ANN_TAX_DEDUCTION]:This field holds the Canadian Provincial Annual Tax Deduction which reduces the amount subject to provincial income tax withholding.
;[Prov Tax Amount|CPRV_TAX_AMOUNT]:This field is used to store the Provincial Tax Amount. When the employee works in Quebec and other provinces during the same year, both CPP and QPP calculation take into consideration the other method (either CPP or QPP). Neither CPP nor QPP will allow the contribution to exceed the annual maximum.
;[Prov Tax %|CPRV_TAX_PERCENT]:This field contains the provincial tax percentage applicable to this employee.
;[Prov Add'l Tax Per Period|CPRV_ADD_TAX_PER_PERIOD]:This field contains the amount of additional tax the employee claims on TD1 form that is to be taken each pay period. If the employee does not have enough taxable earnings, this amount will only be taken if on the IPPR form the Additional Tax Option field is set to ‘Always’.
;[Prov Filing Status|CPRV_FILING_STATUS]:This field indicates the status that a person is filing as.
;[Prov Claim Amount|CPRV_CLAIM_AMOUNT]:
;[Prov # of Dependants|CPRV_NUM_DEPENDENTS]:
;[Prov Annual Tax Deduction|CPRV_ANN_TAX_DEDUCTION]:
;[Prov Tax Amount|CPRV_TAX_AMOUNT]:
;[Prov Tax %|CPRV_TAX_PERCENT]:
;[Prov Add'l Tax Per Period|CPRV_ADD_TAX_PER_PERIOD]:
;[Prov Filing Status|CPRV_FILING_STATUS]:
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;[Prov QPP Method|CPRV_QPP_METHOD]:This field is used only for clients who have employees in Quebec. The field is used to specify the override for calculation using either a period exemption or an hourly exemption.
;[Prov Health Tax Method|CPRV_HEALTH_TAX_METHOD]:This field is used to indicate the override for the provincial health tax calculation.
;[Prov WC Method|CPRV_WCB_METHOD]:This field indicates that Provincial Workers' Compensation insurance premiums are to be calculated:
;[CPRV Ann Tax Credit|CPRV_ANN_TAX_CREDIT]:This field holds the Provincial Tax Credit annual amount that an employee claims as a tax credit for normal tax calculation. These annual tax credits are charitable donations, etc. and must be authorized by the tax office.
;[CPRV Ann Area Deduction|CPRV_ANN_AREA_DEDUCTION]:This field is used to store the Provincial Labour Sponsor Fund if it is different from the Federal Labour Sponsor Fund.
;[CPRV PPIP Method|CPRV_PPIP_METHOD]:This field is used to indicate if Provincial Parental Insurance Plan (PPIP) is to be calculated for the employee.
;[Prov QPP Method|CPRV_QPP_METHOD]:
;[Prov Health Tax Method|CPRV_HEALTH_TAX_METHOD]:
;[Prov WC Method|CPRV_WCB_METHOD]:Indicates that Provincial Workers' Compensation insurance premiums are to be calculated:
;[CPRV Ann Tax Credit|CPRV_ANN_TAX_CREDIT]:
;[CPRV Ann Area Deduction|CPRV_ANN_AREA_DEDUCTION]:
;[CPRV Ppip Method|CPRV_PPIP_METHOD]:
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![Notes|Edit:Internal.IVPPRC]
[{InsertPage page='Internal.IVPPRC' default='Click to create a new notes page'}]
![Discussion|Edit:Internal.IVPPRC]
[{InsertPage page='Internal.IVPPRC' default='Click to create a new discussion page'}]
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;[TD1 Claim Code|PCC_ID_FED]: The Canadian Federal TD1 Claim code is the code that corresponds to the annual amount that an employee claims as a personal tax credit on the Federal TD1 form. You must choose FED-00, FED -01...FED-X for Federal Claim Code.
;[Maximum Amount|MAXIMUM_AMOUNT]: This field displays the maximum value of tax bracket selected in the TD1 Claim Code. Maximum Amount is for display purposes only and will fill automatically once the claim code field has been filled.
;[TD1 Claim Override|CFED_TD1_AMOUNT]: When an employee is filing the TD1 form, the employee may choose to use a personal claim amount instead of the claim code. If an amount is entered as TD1 Claim Override, this will be used instead of TD1 Claim Code.
;[Annual Tax Credit|CFED_ANN_TAX_CREDIT]: The Canadian Federal Annual Tax Credit is the annual amount that an employee claims as a tax credit for Normal Tax Calculation. These federal tax credits are medical expenses, charitable donations, etc. and must be authorized by the tax office.
;[Ann. Area Deduction|CFED_ANN_AREA_DEDUCTION]: The Canadian Federal Annual Area Deduction amount is the deduction for living in a prescribed zone (e.g. Yukon Territory, or Northwest Territories) specified on the TD1 form.
;[Annual Tax Deduction|CFED_ANN_TAX_DEDUCTION]:The Canadian Federal Annual Tax Deduction reduces the amount subject to federal income tax withholding. These annual tax deductions are child care expenses, alimony and maintenance payments not deducted from the employee’s salary.
;:In order to qualify for this deduction, an employee must be authorized from their tax services office for the specific deduction amount.
;[Labor Fund|CFED_LABOUR_FUND]:The Canadian Federal Labor Fund is a federal labor-sponsored fund tax credit amount for the acquisition by the employee of approved shares of the capital stock of a prescribed labor sponsored venture capital corporation.
;:If the share purchases are not being made through a payroll withholding arrangement, the employee must obtain authorization from their local tax services office or tax center to reduce tax withholding.
;[Fed Filing Status|CFED_FILING_STATUS]:The Canadian Federal Filing Status indicates that a person is a regular employee, a pensioner or a non-resident of Canada:
;[Federal Tax Method|CFED_TAX_METHOD]: The Canadian Federal Tax method indicates whether federal tax should be calculated using:
;[CPP Method|CFED_CPP_METHOD]: The Canadian Federal Canada Pension Plan method specifies whether CPP is calculated using a period exemption or an hourly exemption.
;:If an employee works in the province of Quebec, [UPCALC] will calculate QPP instead of CPP.
;:When the employee works in Quebec and other provinces during the same year, both CPP and QPP calculation take into consideration the other method (either CPP or QPP). Neither CPP nor QPP will allow the contribution to exceed the annual maximum.
;[EI Method|CFED_EI_METHOD]:The Canadian Federal Employment Insurance method indicates that employment insurance must be calculated.
;[Fed. Tax Percent|CFED_TAX_PERCENT]: This field contains the federal tax percentage applicable to this employee.
;:If the percentage is greater than zero, it will be used whenever the Federal Tax Method specifies to use a percentage. Otherwise, the percentage from GOVTREG ([IDGV]) will be used.
;[Federal Tax Amount|CFED_TAX_AMOUNT]:This field contains the flat tax amount that has been pre-calculated by you to be taken each pay. It will be used when the Federal Tax Method equals the Flat Amount Method.
;[Add’n Tax Per Period|CFED_ADD_TAX_PER_PERIOD]:This field contains the amount of additional tax the employee claims on TD1 form that is to be taken each pay period. If the employee does not have enough taxable earnings, this amount will only be taken if on the [IPPR] form the Additional Tax Option field is set to ‘Always’.
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!!Provincial tab
;[Tax Claim Code|PCC_ID_PRV]:The Provincial Claim code is the code that corresponds to the annual amount that an employee claims as a personal tax credit at the provincial level.
;:For Quebec: An employee must file a TP1015-3-V form with their employer. Therefore, enter the Tax Claim Code with appropriate code: QC-0, QC-1, etc.
;:For other provinces, the employee should file Form TD1-XX where XX is the province code. You will then enter the appropriate Tax Claim code that is applicable to that province. If the Provincial Tax Claim Code or claim override is not specified, then the federal Tax Claim Code and Amount is used for provincial calculation.
;[Maximum Amount|MAXIMUM_AMOUNT]: This field displays the maximum value of tax bracket selected in the Tax Claim Code. Maximum Amount is for display purposes only and will fill automatically once the claim code field has been filled.
;[Tax Claim Override|CPRV_CLAIM_AMOUNT]: When an employee is filing the TD1-XX form, the employee may choose to use a personal claim amount instead of the claim code. If an amount is entered as TD1-XX Claim Override, this will be used instead of TD1-XX Claim Code.
;[Ann Tax Credit|CPRV_ANN_TAX_CREDIT]: The Provincial Tax Credit is the annual amount that an employee claims as a tax credit for normal tax calculation. These annual tax credits are charitable donations, etc. and must be authorized by the tax office.
;[Ann. Area Deduction|CPRV_ANN_AREA_DEDUCTION]: This field is used to store the Provincial Labour Sponsor Fund if it is different from the Federal Labour Sponsor Fund. Currently only Saskatchewan is using this field.
;[Annual Tax Deduction|CPRV_ANN_TAX_DEDUCTION]: The Canadian Provincial Annual Tax Deduction reduces the amount subject to provincial income tax withholding.
;:In order to qualify for this deduction, an employee must be authorized from their tax services office for the specific deduction amount.
;[# of Dependents|CPRV_NUM_DEPENDENTS]:This field displays the number of dependents being claimed at the provincial level for tax purposes.
;[Prov Filing Status|CPRV_FILING_STATUS]:The Canadian Provincial Filing Status indicates that a person is:
;:If an employee works in the province of Quebec, [UPCALC] will calculate QPP instead of CPP.
;:When the employee works in Quebec and other provinces during the same year, both CPP and QPP calculation take into consideration the other method (either CPP or QPP). Neither CPP nor QPP will allow the contribution to exceed the annual maximum.
;[Prov Tax Method|CPRV_TAX_METHOD]:For Quebec Installations Only: The Canadian Provincial Tax method indicates whether provincial tax should be calculated using:
*Annualized Method
*Cumulative Averaging
*Flat Amount
*Percentage Method
*Percentage Method & Additional Amount
*Do Not Calculate
;:For other provinces, the provincial portion of taxation is directly built into the Federal Tax formula and there is no need to set it up.
;[QPP Method|CPRV_QPP_METHOD]:QUEBEC only: The Quebec Pension Plan method specifies whether QPP is calculated using a period exemption or an hourly exemption.
;:Period Exemption Method - used for employees who are paid a relatively consistent pay period amount, for example, salaried or full-time hourly employees.
;:Hourly Exemption Method - used for employees whose pay amount fluctuates significantly from period to period, for example, part-time hourly or casual employees.
;:Do Not Calculate
;:When the employee works in Quebec and other provinces during the same year, both CPP and QPP calculation take into consideration the other method (either CPP or QPP). Neither CPP nor QPP will allow the contribution to exceed the annual maximum.
;[Prov Health Tax Met|CPRV_HEALTH_TAX_METHOD]:The Canadian Provincial Health Tax method indicates the province in which health tax must be calculated:
*Quebec – QHIP
*Ontario – EHT
*Manitoba – MHE
*Do Not Calculate
;[Prov PPIP Method|CPRV_PPIP_METHOD]:This field is used to indicate if Provincial Parental Insurance Plan (PPIP) is to be calculated for the employee.
;:If this method has been applied to all Quebec employees, you may override the PPIP method by selecting 'Do not Calculate' for an individual employee.
;[WCB Method|CPRV_WCB_METHOD]:Indicates that Provincial Workers' Compensation insurance premiums are to be calculated:
*Calculate WC
*Do Not Calculate
;[Prov Tax Amount|CPRV_TAX_AMOUNT]: When the employee works in Quebec and other provinces during the same year, both CPP and QPP calculation take into consideration the other method (either CPP or QPP). Neither CPP nor QPP will allow the contribution to exceed the annual maximum.
;[Prov Tax Percent|CPRV_TAX_PERCENT]:This field contains the provincial tax percentage applicable to this employee.
;:If the percentage is greater than zero, it will be used whenever the Provincial Tax Method specifies to use a percentage. Otherwise, the percentage from GOVTREG ([IDGV]) will be used.
;[Add Tax Period|CPRV_ADD_TAX_PER_PERIOD]:This field contains the amount of additional tax the employee claims on TD1 form that is to be taken each pay period. If the employee does not have enough taxable earnings, this amount will only be taken if on the [IPPR] form the Additional Tax Option field is set to ‘Always’.
[{If var='loginstatus' contains 'authenticated'
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![Discussion|Edit:Internal.IPRLC]
[{InsertPage page='Internal.IPRLC' default='Click to create a new discussion page'}]
}]
This page (revision-33) was last changed on 26-Nov-2021 10:22 by rforbesTop