MAINTAIN CDN TAX FILING INFO(USING PA'S)#
The Maintain CDN Tax Filing Info screen allows you to maintain Canadian tax filing information using a personnel action.
Maintain CDN Tax Filing Info data is stored in the P2K_SA_PERSONNEL_ACTIONS and P2K_PR_CDN_PAY_RULES tables.
- PA #
- This field displays the PA which will maintain Canadian tax filing information.
- Takes Effect
- The date the PA takes effect will be displayed in this field.
- New Effect
- This field displays the new date that the change is effective.
- Change Reason
- This field provides the reason for the data change.
- Initiate PA
- This button will allows you to initiate a Personnel Action for the employee in focus.
- Cancel PA
- This button allows you to cancel the PA by pressing this button, once pressed the status will change to 'Cancelled'.
Tax Filing Information#
Federal tab#
- TD1 Claim Code
- 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.
- Maximum Amount
- This field displays the maximum value of tax bracket selected in the TD1 Claim Code.
- TD1 Claim Override
- 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.
- Ann. Area Deduction
- This is the deduction for living in a prescribed zone (e.g. Yukon Territory, or Northwest Territories) specified on the TD1 form.
- Annual 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.
- Labor 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.
- Fed 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
- The Canadian Federal Tax method indicates whether federal tax should be calculated using:
- 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
- The Canadian Federal Employment Insurance method indicates that employment insurance must be calculated.
- Fed. 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
- 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.
- Fed Add'l Tax/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’.
Provincial tab#
- Claim Type Code
- 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.
- 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.
- Prov 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.
- Prov 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.
- Prov Ann. Area Credit
- 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.
- Prov Annual Tax Dedn
- 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.
- Prov # of Dependants
- This field displays the number of dependents being claimed at the provincial level for tax purposes.
- Prov 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
- For Quebec Installations Only: The Canadian Provincial Tax method indicates whether provincial tax should be calculated using:
- 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.
- Prov QPP Method
- QUEBEC only: The Quebec Pension Plan method specifies whether QPP is calculated using a period exemption or an hourly exemption.
- 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 Method
- The Canadian Provincial Health Tax method indicates the province in which health tax must be calculated.
- Prov 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.
- Prov WC Method
- Indicates that Provincial Workers' Compensation insurance premiums are to be calculated.
- Prov 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 %
- 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.
- Prov Add'l Tax/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’.
This is an action button which allows the user to submit the PA for review. When pressed a dialog will appear asking the user to verify the changes by pressing OK or Cancel. The status of the PA will then change to 'Submitted'.
The 'Submit PA' button will now force a SAVE on the form, if not already done.
- Process PA
- This is an action button which will update the employee's records with the changed detail of the PA. The status of the PA will be updated to 'Completed'.
