💡 The basic personal amount is applied by default. Follow the steps below only if the employee has an additional claim or selects claim code 0 on line 13.
1. Access the employee’s tax form
Go to Employees and select the applicable employee
Click View Tax Details
2. Create a new tax form
Click Create a Tax Form
Select the calendar icon to set the Effective Date of the TD1 update
Choose the Type from the dropdown list (e.g. TD1 Personal Tax Credits Return for the federal form)
3. Enter claim information
Enter the employee’s claim amounts in the appropriate fields according to their completed TD1 form.
If applicable, enter any amount specified under Additional Tax Deduction.
If applicable, select the relevant checkboxes, such as:
You have more than one employer or payer
90% of World Income is Taxable in Canada
Total income is less than total claim amount
Statutory withholding exemptions
Save the form once all required information is entered, click Create to save the tax form.
4. Add additional tax forms if needed
To add another form (e.g. Provincial or Federal, depending on which one was entered first), repeat the same steps.
Disclaimer: This article is not intended to provide tax, legal, benefits, financial, or HR advice. Since laws and regulations are subject to change and may differ by location, please consult a legal or HR professional for