Overview

The payroll platform uses your Canada Revenue Agency (CRA) settings when submitting Real Time Information (RTI) to the CRA. These details inform the CRA who is lodging these RTI events for your organization and provide them with the needed information to process your requests.

The CRA settings feature allows you to enter your financial information, such as your organization's tax office details, RTI settings, and EPS submission process. The feature is also where you can declare if you need to pay the apprenticeship levy and if you have reported this figure for this financial year.

Enter Your CRA Settings

1. Log into your Employment Hero Payroll platform.
2. Click the   Business Settings menu.
3. Click the Payroll Settings submenu.
4. Click the   CRA Settings button.
5. Complete the following fields in the Tax Office Details section:
   
   • Employee paye reference.
   • Accounts reference.
   • Corporation tax unique taxpayer reference.
6. Complete the following fields in the Small Employers section:
   • Are you eligible for small employers relief?
   • Will you be claiming the employment allowance?
7. Complete the following fields in the Apprenticeship Levy section:
   • Are you required to pay the apprenticeship levy:
     • Apprenticeship levy allowance.
     • Have you reported apprentice levy amounts for this financial year:
       • Apprenticeship levy amounts previously reported.
       • Apprenticeship levy allowance used for this financial year:
8. Complete the following fields in the IR35 Contractors section:
   • Will the IR35 contractors' legislation apply to your business?
9. Complete the following fields in the Additional Options section:
   • Will you be paying seconded employees?
   • Will you be paying employees from a registered pension plan?
   • Do you want to set up a payment reminder:
     • Select the payment period.
     • Send the reminder monthly on the.
     • Detailed monthly breakdown.
     • Include pay-run pension plan amounts.
     • Recipients.
   • Are your business premises located in a freeport tax site?
10. Complete the following fields in the RTI Settings section:
    • Would you like to enable RTI for this business:
      • CRA User ID.
      • CRA password.
      • Would you like to make RTI submissions in test mode for this business?
      • Is this business a registered agent:
        • Business name.
        • First name.
        • Last name.
        • Postcode/Town.
        • Address.
11. Complete the following fields in the EPS Submissions section:
    • Submit employer payment summary (EPS) monthly on the x date.
    • Refund account name.
    • Refund account number.
    • Refund sort code.
    • Building Society reference.
12. Click the Save button.