1Overview of Calculation Cards at Different Levels
You can create and manage calculation cards at several different levels, from an individual person to a payroll statutory unit.
At the payroll relationship level, there's a predefined Statutory Deductions calculation card.
Use the cards to record information specific to a person or organization. Calculation card entries override default values defined at other levels.
Here's the priority of information, from the highest to the lowest:
- Personal calculation card (payroll relationship level)
- Tax reporting unit calculation card
- Payroll statutory unit calculation card
- Calculation value definitions (legislative data group level)
Personal Calculation Card
Scenario: An employee has a Class assigned to their Pay Related Social Insurance calculation component. You can override the payroll calculated Subclass by populating field ‘Overridden Subclass’ on the Statutory Deductions calculation card.
Tax Reporting Unit Calculation Card
Scenario: By default, an employee’s insurable weeks will be calculated during the payroll run by referencing the number of contribution weeks in the pay period. Add a customer unique formula to field ‘Insurable Weeks Formula’ on the Organization Statutory Deductions calculation card to derive the number of weeks by referencing time card entries instead.
Payroll Statutory Unit Calculation Card
Scenario: A tax agent operates on behalf of all employees in a payroll statutory unit (PSU). Enter their identification number in the ‘Agent TAIN’ field on the Organization Statutory Deductions calculation card.
Calculation Value Definitions
Scenario: You can view the predefined income tax rates, but you can't edit them.
If an employee has special tax rates, enter these values on the Statutory Deductions calculation card in Payroll.