| | Update employee personal tax credit claims amounts |
| Resolution | Bulk update - Go to Maintenance, Update Employee Claims.
- Choose Federal.
- Check each employee you want to update and click Update Basic Personal Amount.
- Change to Provincial.
- Check each employee you want to update and click Update Basic Personal Amount.
- Click OK.
- To increase the existing value in the Other Indexed Amounts (optional).
- Select the required Employee checkboxes
- Choose Amount or Factor
- Enter the required value and click Update Other Indexed Amount
Manual update - Go to the Employees & Payroll module.
- Open each individual employee records.
- Click the Taxes tab.
- In the Personal Tax Credits section, update Basic Personal Amount, Other Indexed Amounts.
- Click OK.
- Update Non-Indexed Amounts if applicable under the Federal and Provincial columns.
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