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Manage an employee's tax forms, Canada Pension Plan (CPP) and Employment Insurance (EI)

Declan Manning
Updated

  Available for the following plans: Employment Lite, Employment Plus, Employment Unlimited
  Available for the following HR Classic plans: Standard, Premium, Platinum
  Available for the following Payroll plans: Essentials, Standard, Premium
  Available for the following user access levels: Admin

  To ensure accurate payroll processing and tax compliance, it's crucial to correctly record your employees' tax and contribution information, including their Social Insurance Number (SIN) and tax forms. This article explains how to manage this information within your platform. If you have a connected payroll platform, this information will be synced, and the fields will be read-only. For those with a standalone HR platform, you can edit these details directly.

Getting Started

      Update Employee Tax & SIN Details    
  1.           Click the People menu.        
  2.           Click the Employees List submenu.        
  3.           Select the employee you need to view or update.    
  4.           Scroll down to the Pay & Compensation section and click the Taxes, credits & exemptions tab.
  5.           Click the Tax & SIN Details tabs.        

  6.           Complete the following fields in the Tax and Contributions section:                     

    • Social Insurance Number (SIN): Enter the employee's 9-digit SIN without spaces.

               

    • Federal Tax Form (TD1): Complete the federal tax form as provided by the employee.

               

    • Provincial Tax Form (TD1): Complete the provincial tax form as provided by the employee.

                    

  7.           Complete the following fields in the Previous Employer section (if applicable, from their Record of Employment (ROE)):                     

    • Record of Employment (ROE) form available: Check this box if you have received an ROE.

               

    • Last Day of Employment: The employee's final day of work with their previous employer.

               

    • Insurable Earnings to Date: Total EI insurable earnings from the ROE.

               

    • Insurable Hours to Date: Total insurable hours from the ROE.

                          

      Helpful Hint    

        If your platform is integrated with payroll, these details are read-only and synced from your payroll platform. To make any changes, you must do so in your payroll system.      

Troubleshooting

      Employee Stuck on Onboarding    

        If an employee is stuck on the tax and SIN onboarding page because the fields are grayed out, it's likely due to a synchronization issue with your connected payroll platform.      

To fix this:

  1.           Click People on the main menu.        
  2.           Click Employees List on the submenu.        
  3.           Click the employee's name.
  4.           Scroll down to the Pay & Compensation section and click the Pay Details tab.        
  5.           On the Pay run details panel, click the edit button (pencil icon).        
  6.           In the "Pay run details" popup, uncheck the Do not add employee to payroll? box.        
  7.           Click Save. The employee can now complete their tax information.        
  8.           Once the employee has confirmed they are finished, return to the Pay run details panel and click the edit button again.        
  9.           Re-check the Do not add employee to payroll? box.        
  10.           Click Save. The employee's tax information will now sync to your payroll platform.        
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