How Do I Update My Tax Credit Information

The default employee tax card is generated automatically if a tax reporting unit is selected at the time of new hire. The information on this card is reported on your year-end federal and provincial forms.

Your tax card provides this information the payroll process needs to process your taxes:

• Federal and Provincial Deductions

• Tax Exemption Information

• Commission Information

Use the Tax Credit Information page to view your tax credit information and perform these actions:

• Update your tax credit information on the current forms

• Add new forms

• Add future-dated forms

• View prior forms

• Delete forms

• Download and save the populated federal and provincial personal tax credit return PDFs

Access the Tax Credit Information Page

Use either of these navigation to access the Tax Credit Information page:

• On the Home page, click Me > Quick Actions > Pay > Tax Credit Information.

  If you don't see Pay in the initial list click Show More to access more links.

• On the Home page, click Me > Apps > Pay > Tax Credit Information.

The landing page displays the forms in the following order:

1. Federal forms

2. Provincial forms, in alphabetic order

3. Furue-dated forms, if any, in lighter font

The landing page shows the first six fields by default. If there are more than six fields, click the down arrow to show the remaining fields.

Update Tax Credit Information

You can access the current forms and make edits to your personal tax credit information, if required. Click the Edit button to open the form in edit mode and make updates.

Back-dated changes aren't allowed.

For more information on the tax credit information, refer 'Enterable Values on the Personal Calculation Card' topic on the Help Center.

Add New Forms

You can also add new forms and make future-dated changes. Use the Add button to open a new form and select the date and province to add. The province selected here has no impact on the Province of Employment on the calculation card.

Future-dated forms are displayed on the landing page after the current forms. Once a future-dated form is entered, the current form is end-dated one day prior to the start of the future form. You can delete future-dated forms. To delete a future-dated form, enter the form in the edit mode and use the Delete button.

When making changes, the I Agree statement is mandatory. An error message is displayed if you try to save the changes without selecting the I Agree check box.

Download Federal and Provincial Forms

Click on the name of the federal or provincial name link to generate the form in the PDF format. You can then download and save the PDF or print it.