Update employee personal tax credit claims amounts

To update the employee personal tax credit claims in Sage 50 Accounting, verify the Employee claim amounts the employee reported on their TD1 form.

Bulk update

1. Go to Maintenance, Update Employee Claims.
2. Choose Federal.
3. Check each employee you want to update and click Update Basic Personal Amount.
4. Change to Provincial.
5. Check each employee you want to update and click Update Basic Personal Amount.
6. Click OK.
7. 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

1. Go to the Employees & Payroll module.
2. Open each individual employee records.
3. Click the Taxes tab.
4. In the Personal Tax Credits section, update Basic Personal Amount, Other Indexed Amounts.
5. Click OK.
6. Update Non-Indexed Amounts if applicable under the Federal and Provincial columns.