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PPRLC
PPRLC

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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.
;[Maximum Amount|MAXIMUM_AMOUNT]: This field displays the maximum value of tax bracket selected in the TD1 Claim Code.
;[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.
;[Ann. Area Deduction|CFED_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|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.
;[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.
;[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.
;[Fed Add'l Tax/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’.
;[TD1 Claim Code|
;[Maximum Amount|
;[TD1 Claim Override|
;[Annual Tax Deduction|
;[Labour Fund|
;[CPP Method|
;[EI Method|
;[Fed. Tax Percent|
;[Federal Tax Amount|
;[Fed Add'l Tax/Period|
At line 36 changed 24 lines
;[Claim Type 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.
;[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.
;[Prov Claim Amount|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.
;[Prov 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.
;[Prov Ann. Area Credit|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.
;[Prov Annual Tax Dedn|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.
;[Prov # of Dependants|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:
;: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|CPRV_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|CPRV_HEALTH_TAX_METHOD]:The Canadian Provincial Health Tax method indicates the province in which health tax must be calculated.
;[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.
;[Prov WC Method|CPRV_WCB_METHOD]:Indicates that Provincial Workers' Compensation insurance premiums are to be calculated.
;[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 %|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.
;[Prov Add'l 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’.
;[Claim Type Code|
;[Maximum Amount|
;[Prov Claim Amount|
;[Prov Ann. Tax Credit|
;[Prov Ann. Area Credit|
;[Prov Annual Tax Dedn|
;[Prov # of Dependants|
;[Prov Filing Status|
;[Prov Tax Method|
;[Prov QPP Method|
;[Prov Health Tax Method|
;[Prov PPIP Method|
;[Prov WC Method|
;[Prov Tax Amount|
;[Prov Tax %|
;[Prov Add'l Tax/Period|
At line 48 added 20 lines
;[Seq.|SPLIT_SEQUENCE]: This field shows the sequence number controlling the order in which this payment rule detail will be processed.
;[Method|PAYMENT_RULE_TYPE]: This field indicates whether the payment will be made by check or deposit.
;[Amount|AMOUNT]:Amount of pay to be sent to this check or deposit account.
;[Percentage|NET_PAY_PERCENT]: Percentage of the net pay to be sent to this check or deposit account.
;[Pay Remaining|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|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|BANK_ACCOUNT_TYPE]: Indicates that the bank account is checking or savings type of account.
;[Bank Transit|BANK_TRANSIT_CODE]:This field contains the deposit bank transit code that uniquely identifies the branch within the banking system.
;[Bank Account|BANK_ACCOUNT]:This field displays the employee-supplied bank account number to which a deposit is to be sent.
;[Bank Name|BANK_NAME]:This field displays the full name of the bank.
;[State/Prov|STATE_PROVINCE_NAME]:This field displays the state or province of the bank where the deposit is being sent.
;[Prime Deposit|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|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|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|DEPOSIT_START_DATE]: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|PPRD_ID]: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.
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;[Submit PA|ACT_SUBMIT_PA]:
;:[{InsertPage page='ACT_SUBMIT_PA'}]
;[Submit PA|ACT_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'.
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![Notes|Edit:Internal.PPRLC]
[{InsertPage page='Internal.PPRLC' default='Click to create a new notes page'}]
![Discussion|Edit:Internal.PPRLC]
[{InsertPage page='Internal.PPRLC' default='Click to create a new discussion page'}]
}]
This page (revision-11) was last changed on 26-Nov-2021 10:22 by lurtanTop