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

MY TAX FILING INFORMATION#

Canadian Pay Rules contain the individual pay factors and rules that are required to calculate all legislated deductions and contributions for each employee, by effective date.

The My Tax Filing Information (WEPRLC) screen allows the employee to edit or view 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.

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 Percent

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#

Tax Claim 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.

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

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

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

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

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

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

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:

• 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

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

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

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

Indicates that Provincial Workers' Compensation insurance premiums are to be calculated:

• Calculate WC
• Do Not Calculate

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 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

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’.