[Canada] Edit employee tax details

Use the federal and provincial/territorial TD1 forms your employee completes to enter their tax details into their employee profile.

  1. Click Payroll > Employees in the left-hand navigation menu.
  2. Click on the name of the employee.
  3. Once the employee page loads, click on Tax Details.
  4. If the total claim amount is the same as the Basic Personal Amount listed on the TD1 form, you can leave the “Use Federal/Provincial basic amount” box checked.
  5. If the total claim amount is different from the Basic Personal Amount listed on the TD1 form, you can uncheck the “Use Federal/Provincial basic amount” box and then enter in the total claim amount.
  6. When you are finished editing the employee’s tax profile, make sure you click Save.

Any changes to an employee tax profile will be reflected on the next pay period.

Learn more about TD1 forms.