This guide provides the necessary steps for a Payroll Administrator to create or update Federal and Provincial TD1 records for employees within the system.
Overview
Every employee requires two distinct records based on their employment:
One Federal TD1.
One Provincial TD1 (determined by the province of employment).
Step-by-Step Instructions
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| Step Instruction | Screenshot |
|---|---|
1. Access Employee Profile
Log in as a Payroll Administrator. Search for and open the specific employee's profile. | |
2. Navigate to Tax Info
Scroll to the Tax Info tab and select the CA TD1 sub-tab. | |
3. Create New TD1
Click 'New Canada TD1'. The system will automatically generate both the Federal and Provincial TD1 records. | |
4. Enter Required Fields
Select the correct Tax Year and enter the Signature Date (e.g., Jan 1). If it is a basic TD1, you may leave the default values. | |
5. Save TD1
Click Save. The system finalize the creation of both records. | |
6. Edit TD1 (Optional)
To make changes, return to the CA TD1 tab, select the TD1 for the specific year, and click Edit. |
Key Notes for Administrators
Automatic Generation: The system creates both Federal and Provincial TD1s simultaneously.
Federal Specifics: The Federal TD1 record does not have a designated province.
Default Values: Standard defaults apply automatically unless manual edits are performed.
Modifications: Any specific adjustments or edits must be performed after the initial record creation.