One of your ideas has been delivered from your suggestion.Tax Credit Information Enhancements

Enhancements were made to the Tax Credit Information pages to support additional fields for the federal and provincial forms. These enhancements impact both the employee self-service and the professional Tax Credit Information pages.

Federal and Provincial Form Enhancements

The Tax Credit Information pages now include the individual tax credit line items used on federal and provincial forms so employees can enter and view the components of the Total Claim Amount (and the Personal Tax Credits for Quebec).

Previously, employees and payroll professionals could only enter the final figure for the Total Claim Amount/Personal Tax Credits. With this update, we have introduced a new section called Personal Tax Credit Amounts that exposes the tax credit fields so that employees or payroll professionals can enter or view each credit that contributes to the Total Claim Amount/Personal Tax Credits. Because the Total Claim Amount/Personal Tax Credits is now a read-only summation of the new individual tax credit fields, updating any of the new fields adjusts the Total Claim Amount/Personal Tax Credits amount.

This is a list of the new attributes introduced for each form, by jurisdiction.

Federal

  • Basic Personal Amount
  • Canada Caregiver Amount for Infirm Children Under Age 18
  • Age Amount
  • Pension Income Amount
  • Tuition (Full-Time and Part-Time)
  • Disability Amount
  • Spouse or Common-Law Partner Amount
  • Amount for an Eligible Dependant
  • Canada Caregiver Amount for Eligible Dependant or Spouse or Common-Law Partner
  • Canada Caregiver Amount for Dependant(s) Age 18 or Older
  • Amounts Transferred from Your Spouse or Common-Law Partner
  • Amounts Transferred from a Dependant

Alberta (AB)

  • Basic Personal Amount
  • Age Amount
  • Pension Income Amount
  • Disability Amount
  • Spouse or Common-Law Partner Amount
  • Amount for an Eligible Dependant
  • Amounts Transferred from Your Spouse or Common-Law Partner
  • Amounts Transferred from a Dependant
  • Caregiver Amount
  • Amount for Infirm Dependants Age 18 or Older

British Columbia (BC)

  • Basic Personal Amount
  • Age Amount
  • Pension Income Amount
  • Tuition (Full-Time and Part-Time)
  • Disability Amount
  • Spouse or Common-Law Partner Amount
  • Amount for an Eligible Dependant
  • Amounts Transferred from Your Spouse or Common-Law Partner
  • Amounts Transferred from a Dependant
  • British Columbia Caregiver Amount

Manitoba (MB)

  • Basic Personal Amount
  • Age Amount
  • Pension Income Amount
  • Disability Amount
  • Spouse or Common-Law Partner Amount
  • Amount for an Eligible Dependant
  • Amounts Transferred from Your Spouse or Common-Law Partner
  • Amounts Transferred from a Dependant
  • Caregiver Amount
  • Amount for Infirm Dependants Age 18 or Older
  • Tuition and Education Amounts (Full-Time and Part-Time)
  • Manitoba Family Tax Benefit

New Brunswick (NB)

  • Basic Personal Amount
  • Age Amount
  • Pension Income Amount
  • Disability Amount
  • Spouse or Common-Law Partner Amount
  • Amount for an Eligible Dependant
  • Amounts Transferred from Your Spouse or Common-Law Partner
  • Amounts Transferred from a Dependant
  • Caregiver Amount
  • Amount for Infirm Dependants Age 18 or Older
  • Tuition Amounts (Full-Time and Part-Time)

Newfoundland and Labrador (NL)

  • Basic Personal Amount
  • Age Amount
  • Pension Income Amount
  • Disability Amount
  • Spouse or Common-Law Partner Amount
  • Amount for an Eligible Dependant
  • Amounts Transferred from Your Spouse or Common-Law Partner
  • Amounts Transferred from a Dependant
  • Caregiver Amount
  • Amount for Infirm Dependants Age 18 or Older
  • Tuition and Education Amounts (Full-Time and Part-Time)

Nova Scotia (NS)

  • Basic Personal Amount
  • Age Amount
  • Pension Income Amount
  • Disability Amount
  • Spouse or Common-Law Partner Amount
  • Amount for an Eligible Dependant
  • Amounts Transferred from Your Spouse or Common-Law Partner
  • Amounts Transferred from a Dependant
  • Caregiver Amount
  • Amount for Infirm Dependants Age 18 or Older
  • Tuition and Education Amounts (Full-Time and Part-Time)

Northwest Territories (NT)

  • Basic Personal Amount
  • Age Amount
  • Pension Income Amount
  • Disability Amount
  • Spouse or Common-Law Partner Amount
  • Amount for an Eligible Dependant
  • Amounts Transferred from Your Spouse or Common-Law Partner
  • Amounts Transferred from a Dependant
  • Caregiver Amount
  • Amount for Infirm Dependants Age 18 or Older
  • Tuition and Education Amounts (Full-Time and Part-Time)

Nunavut (NU)

  • Basic Personal Amount
  • Age Amount
  • Pension Income Amount
  • Disability Amount
  • Spouse or Common-Law Partner Amount
  • Amount for an Eligible Dependant
  • Amounts Transferred from Your Spouse or Common-Law Partner
  • Amounts Transferred from a Dependant
  • Caregiver Amount
  • Amount for Infirm Dependants Age 18 or Older
  • Tuition, Education, and Textbook Amounts (Full-Time and Part-Time)

Ontario (ON)

  • Basic Personal Amount
  • Age Amount
  • Pension Income Amount
  • Disability Amount
  • Spouse or Common-Law Partner Amount
  • Amount for an Eligible Dependant
  • Amounts Transferred from Your Spouse or Common-Law Partner
  • Amounts Transferred from a Dependant
  • Ontario Caregiver Amount

Prince Edward Island (PEI)

  • Basic Personal Amount
  • Age Amount
  • Pension Income Amount
  • Disability Amount
  • Spouse or Common-Law Partner Amount
  • Amount for an Eligible Dependant
  • Amounts Transferred from Your Spouse or Common-Law Partner
  • Amounts Transferred from a Dependant
  • Caregiver Amount
  • Amount for Infirm Dependants Age 18 or Older
  • Tuition and Education Amounts (Full-Time and Part-Time)

Quebec (QC)

  • Basic Personal Amount
  • Amount Transferred from One Spouse To The Other
  • Amount for Dependants
  • Amount for a Severe and Prolonged Impairment In Mental or Physical Functions
  • Age Amount, Amount for a Person Living Alone and Amount for Retirement Income
  • Amount for Career Extension
  • Personal Tax Credits

Saskatchewan (SK)

  • Basic Personal Amount
  • Age Amount
  • Pension Income Amount
  • Disability Amount
  • Spouse or Common-Law Partner Amount
  • Amount for an Eligible Dependant
  • Amounts Transferred from Your Spouse or Common-Law Partner
  • Amounts Transferred from a Dependant
  • Caregiver Amount
  • Amount for Infirm Dependants Age 18 or Older
  • Senior Supplementary Amount
  • Child Amount

Yukon (YT)

  • Basic Personal Amount
  • Age Amount
  • Pension Income Amount
  • Tuition (Full-Time and Part-Time)
  • Disability Amount
  • Spouse or Common-Law Partner Amount
  • Amount for an Eligible Dependant
  • Amounts Transferred from Your Spouse or Common-Law Partner
  • Amounts Transferred from a Dependant
  • Family Caregiver Amount for Infirm Children Under Age 18
  • Yukon Caregiver Amount for The Eligible Dependant or Spouse or Common-Law Partner
  • Yukon Caregiver Amount for Dependant(s) Age 18 or Older

This image shows the new Personal Tax Credit Amounts section for the Federal Tax component, where the individual tax credit line items sum to the Total Claim Amount.

Image: Federal Tax Component

Image: Federal Tax Component

Validations

These validations were added to support the new feature:

  • For Federal, Manitoba, and Yukon, the Basic Personal Amount is editable because the values are not fixed (they are dynamic). For all other provinces, the Basic Personal Amount is fixed and is read-only.
  • Quebec’s Basic Personal Amount is a drop-down list limited to 0, or the current government-defined amount for that year, which matches the government form.
  • The individual tax credit amounts must add up to the Total Claim Amount/Personal Tax Credits value. An update to an existing tax card will also trigger this new validation.
  • When a new Total Claim Amount/Personal Tax Credits override is created, user confirmation is required before creating the override.

PDF Form Generation

All new individual tax credit fields on the Tax Credit Information pages are now populated in the PDF that is generated.

Additionally, these attributes are now populated in the PDF that is generated:

  • Country of permanent residence (for non-residents only): Populated only when the employee’s residence is outside Canada
  • Signature: Populated with the employee’s first and last name
  • Date: Populated with the effective record date
    • If the form link is accessed from a prior record, the date is populated with the start date of that prior record.
    • If the form link is accessed from the current record (no end-date), the date is populated with the date of the latest update that occurred. 

Amounts Used to Determine Taxable Portion of Commissions in Quebec

Along with the new individual tax credit fields noted above, the Quebec provincial Tax Credit Information page also includes a new LOV field to capture additional commission information. The LOV allows you to select the option that best describes the basis used in how the commission amount was derived. The new field, Amounts Used to Determine Taxable Portion of Commissions, was added to the Commission Information section. This value will populate the percentage of commissions option on the TP-1015.R.13.1-V. The list of values for the new field are:

  • Previous year’s actual amounts
  • Current year’s estimated amounts

This image shows the new Amounts Used to Determine Taxable Portion of Commissions field and the list of values for selection.

Image: Commission Information

Image: Commission Information

The Tax Credit Information pages now include the individual tax credit line items used on federal and provincial forms so employees can enter and view the components of the Total Claim Amount (and the Personal Tax Credits for Quebec).

Steps to enable and configure

You don't need to do anything to enable this feature.