Table of Contents
MY TAX FILING INFORMATION#
The My Tax Filing Information (WEPRLC) screen allows the employee to view and maintain the tax filing information held in the company’s records regarding the employees' Federal and Provincial Income tax withholding.
The following ‘Government Personal Tax Credit’ forms must be filed by each employee for the employer for each employment.
- Federal Level
- TD1 Form
- Provincial Level
- TD1AB
- TD1-BC
- TD1-MB
- TD1NB
- TD1NL
- TD1NS
- TD1NT
- TD1NU
- TD1ON
- TD1PE
- TD1SK
- TD1YT
- TP1015.3V for Quebec
The definition data for the My Tax Filing Information is stored in the P2K_HR_EMPLOYMENTS and P2K_PR_CDN_PAY_RULES tables.
This function is date sensitive and changes made in these areas below the date navigator may be split with a new effective date.Federal tab#
- Claim Type 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. You must choose FED-00, FED -01...FED-X for Federal Claim Code.
- 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. The amount displayed for the Claim Code is picked up from the IPPC using the Current Date, the same as done on the IPRLC.
- Fed Filing Status
- The Canadian Federal Filing Status indicates that a person is a regular employee, a pensioner or a non-resident of Canada:
- Fed Tax Method
- The Canadian Federal Tax method indicates whether federal tax should be calculated using:
- Fed Tax Amount
- This field contains the flat tax amount that has been pre-calculated by you to be taken each pay.
- Fed Tax %
- This field contains the federal tax percentage applicable to this employee.
- 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.
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.
- 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 Filing Status
- The Canadian Provincial Filing Status indicates that a person is:
- Prov 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.
- 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.
- 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.
