This is version 1 2 3 4 5 6 7 8 9 10 11 . It is not the current version, and thus it cannot be edited.

Back to current versionRestore this version

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, P2K_PR_PAYMENT_RULES and P2K_PR_PAYMENT_RULE_DETAILS 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

This field shows the sequence number controlling the order in which this payment rule detail will be processed.

Method

This field indicates whether the payment will be made by check or deposit.

Amount

Amount of pay to be sent to this check or deposit account.

Percentage

Percentage of the net pay to be sent to this check or deposit account.

Pay Remaining

Only ONE of the employee’s choices may be marked at one time as ‘Pay Remaining’. If more than one choice is selected, UPCALC will produce the following message: "PR#00029: Sequence (999) bypassed. Only one ‘Pay Remaining’ allowed." Pay the remaining balance of the net pay to this payment sequence. If this option is not used on a deposit account, the pay split calculation process pays any remaining net pay to a check.

Paid To Order Of

Alternative name that the check is made out to. If left blank, the check payee defaults to the full name of the employee. Used when employees elect to have some or all of their pay sent to their spouse or family (e.g. merchant seamen, contract workers in a foreign country etc.). May also be used when an employee is deceased, and a payment needs to be made out to the survivor(s) or to the estate.

Details#

Account Type

Indicates that the bank account is checking or savings type of account.

Bank Transit

This field contains the deposit bank transit code that uniquely identifies the branch within the banking system.

Bank Account

This field displays the employee-supplied bank account number to which a deposit is to be sent.

Bank Name

This field displays the full name of the bank.

State/Prov

This field displays the state or province of the bank where the deposit is being sent.

Prime Deposit

If this toggle is ON then this account is considered the prime deposit account, if the toggle is OFF then this is not the prime deposit account.

Prenote Required

For U.S. installations only: If the Pre-note Required toggle is ON, the deposit account will be prenoted to the bank, and the required waiting period will be observed. If the toggle is OFF, the deposit account will not be pre-noted.

Prenote Date

For U.S. installations only: System maintained date indicating when the pre-notification was sent to the bank. The pay issue date becomes the pre-note date.

Deposit Starts

For U.S. Installations Only: This field displays the pay period start date where the deposit is to commence after the pre-note period is over.

Temporarily Use

This field will indicate how an employee should be paid (e.g. by check, by deposit in a previously established account) during the pre-noting period.

Submit PA

This is an action button which allows you to submit the PA for review. When pressed a dialog will appear asking you to verify the changes by pressing OK or Cancel. The status of the PA will then change to 'Submitted'.

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'.

---

Discussion #

Click to create a new discussion page

}]