Add employee tax details

Navigate to an employee’s Tax info tab.

Federal TD1 – select the employee’s code based on the amount of deductions they claim on their federal TD1 form. Learn more

Add additional tax – if your employee wants to withhold a higher amount in personal income tax, you can enter the additional tax amount as a % or $ value. Note: the additional amount is automatically withheld when you process payroll, but it is not reflected as a separate line item on the paystub.   

Province of employment – defaults to the employee's province of residence but if the employee works in a different province, select the correct province from the menu. The employee's taxes will be calculated based on their province of employment. 

Provincial TD1 – select the employee’s code based on the amount of deductions they claim on their provincial TD1 form. Learn more

Withhold income tax (default: Yes) – employee-level tax setting that can be enabled or disabled. 

Exempt from CPP/QPP (default: No) – employees who are younger than 18 years of age or older than 65 years of age are automatically marked as exempt from CPP/QPP.

Exempt from EI (default: No) – if the employee is exempt from contributing to EI, you will need to manually mark them as exempt by setting the toggle to Yes.

Exempt from QPIP (default: No) – this toggle is only displayed for employees whose province of employment is set to Québec. If the employee is exempt from contributing to QPIP, you will need to manually mark them as exempt by setting the toggle to Yes.