Updating TD1 Claims (Manually) in the Employee Payroll

Follow the steps below if you want to change employees' income tax credit claims, one employee at a time. Employees claim their income tax credits on the federal or provincial governmental TD1 form, or the Quebec TP-1015.3-V form.

You can also change employees' tax claims automatically by using the Update TD1 Claim feature in Payroll > Tasks.

Before you start

To Update Employee Income Tax Claims

1. Select Payroll > Employee PayrollView/Edit Employees > Payroll > Employee Payroll.
2. On the Taxes tab, select one of the taxes in the table. For example
   • To view the employee's federal TD1 tax claims, select INCTAX.
   • To view the employee's Ontario TD1 tax claims, select ONITAX.
   • To view the employee's Quebec TP-1015.3-V tax claims, select QITAX.
3. Click the Tax Info button. This opens a window that lists the employee's tax claim values. The program uses the values when calculating income tax deductions.
4. Enter the field values, using the employee's personal governmental TD1 (or TP-1015.3-V) forms as the source. 
5. Click Save and then click Close to close the Tax Info window.
6. To close the Employee Payroll window, click Close.

After Updating