Troubleshoot Tax Issues for Canada

Your payroll implementation teams must run the Maintain Canadian Geography process as part of the initial setup for the implementation project.

Once the geographies are installed, all customers must run the required process, on a quaterly basis, to update their geography data.

How to Troubleshoot Tax Issues

Here's a list of likely issues of the tax information and their solutions.

Problem	Solution
Errors during payroll calculation	Confirm that a tax reporting unit (TRU) is properly associated with the employee's tax card.
Error during payroll calculation that a geography code is missing or primary work address is missing	Edit the federal tax card component on the employee's tax card. Ensure the province and primary work address are populated correctly. These fields are populated by default once the tax card association is created. If the work location is missing for the employee's assignment, these fields aren't populated by default when the tax card association is created. You must then define these fields.
Periodic Archiver doesn't archive any Canada balances	Check that the Canada Federal Tax registration exists for the TRU.
Payroll run produces inaccurate tax calculations	1. Verify the following for the affected employee: They have a Tax Credit Information calculation card. It is associated with a TRU. Their tax and exempt information is correct. 2. Verify the federal and provincial wage basis rules.