Guidelines for Loading Canadian Tax Credit Information Cards

Supply one Calculation Card record for every Canadian employee you are maintaining Tax Credit Information for.

Even if you are updating an existing calculation card and the calculation card itself is not being updated, still include the calculation card record to group other related data supplied in the file.

Examples of supplying these attributes are supplied in the following topics.

Tax Credit Information Calculation Card Attributes

The Tax Credit Information calculation card uses these attributes:

HCM Data Loader Attribute	Alternative User Key Attributes	Functional Description
SourceSystemId	CardSequence, AssignmentNumber, DirCardDefinitionName, LegislativeDataGroupName	A unique identifier for the Tax Credit Information calculation card. For new calculation cards supply the source key attributes. You can also identify calculation cards with the user key attributes.
SourceSystemOwner	N/A	The name of the source system owner used to generate the source system ID.
LegislativeDataGroupName	N/A	The name of the legislative data group for the calculation card.
DirCardDefinitionName	N/A	The name of the card definition. Specify ‘Tax Credit Information’.
CardSequence	N/A	A number to uniquely identify this card when multiple calculation cards for the same card definition exist for the employee. Not required when source keys are used.
AssignmentId(SourceSystemId)	AssignmentNumber	Either supply the source system ID, or assignment number that identifies the employee assignment this calculation card is for.
EffectiveStartDate	N/A	The start date of the calculation card, typically the employee’s start date.

Examples of supplying these attributes are supplied in the following topics: