Federal and Provincial Tax Routines: Canada
The system accommodates specific Canada deductions through the use of a routine.
Province | Routine | Procedure Name | Form Used | Description |
|---|---|---|---|---|
Additional Information for Setup | ||||
Canada Pension Plan | CPP / QPP | bspPRCPP | PR Deductions/Liabilities | Set up deductions for CPP and QPP using this routine. Calculation Category = Federal. For CPP: Federal Type = 2-CPP For QPP: Federal Type = 3-QPP Method = R-Routine Routine = CPP For more information, see Setting Up a CPP Deduction Code. |
PR Routines | Enter the annual basic exemption amount in the Misc Amt #1 field. | |||
| CPP2 / QPP2 | bspPRCPP2 | PR Deductions/Liabilities | Set up deductions for CPP2 and QPP2 using this routine. Calculation Category = Federal For CPP2: Federal Type = 6-CPP2 For QPP2: Federal Type = 7-QPP2 Method = R-Routine Routine = CPP2 Note: For qualifying companies, the CPP2 and QPP2 deduction codes are set up for you automatically upon installation of the 2023 year-end service pack. It is recommended that you review these codes for accuracy before you process your first 2024 payroll. If you choose to do so, you can set up different deduction codes for CPP2 and QPP2 using these settings. | |
Federal Tax | FED Tax | bspPR_CA_FWTXX | PR Deductions/Liabilities | Set up a deduction code using this routine. Use Calculation Category of Federal. |
PR Employee Dedns/Liabs | Use Total Claim Amount field to enter the Total Claim Amount from the TD1 form. Use the Authorized Tax Credits field to enter the Annual Amount from line 15 of the employee's TP-1016-V form. See Authorized Tax Credits for more information. | |||
Alberta | AB Tax | bspPR_CA_ABTXX | PR Deductions/Liabilities | Select S-State from the Calculation Category field. |
PR Employee Dedns/Liabs | Use Total Claim Amount field to enter the Total Claim Amount from the TD1 form. Use the Authorized Tax Credits field to enter the Annual Amount from line 15 of the employee's TP-1016-V form. See Authorized Tax Credits for more information. | |||
British Columbia
| BC Tax | bspPR_CA_BCTXX | PR Deductions/ Liabilities | Select ‘S-State’ in the Calculation Category field. |
PR Employee Dedns/Liabs | Use Total Claim Amount field to enter the Total Claim Amount from the TD1 form. Use the Authorized Tax Credits field to enter the Annual Amount from line 15 of the employee's TP-1016-V form. See Authorized Tax Credits for more information. | |||
Daily Ben | Daily Ben | bspPRDailyBen | PR Routines | Set up daily rates in the Misc Amt fields as follows: Misc Amt #1 – Weekdays Misc Amt #2 – Saturday Misc Amt #3 – Sunday You should only use this routine if you have varying hourly benefits depending on the day of the week (i.e. separate rates for Mon-Fri, Sat, and Sun/Holidays). It assumes there are no regular time hours on Saturday, Sunday, or holidays. |
Exempt Rate of Gross
| ExemptROG
| bspPRExemptRateOfGross
| PR Routines | Set up a separate routine for each applicable local, and assign 'bspPRExemptRateOfGross' as the procedure. Enter the exemption amount in Misc Amt #1. |
PR Deductions/ Liabilities | Assign routine to appropriate deductions. Set up tax rates where applicable (i.e. Federal, State, Local, Craft, Employee), and make sure to update taxes when needed. | |||
Manitoba
| MB Tax
| bspPR_CA_MBTXX
| PR Deductions/ Liabilities | Select ‘S-State’ in the Calculation Category field. |
PR Employee Dedns/Liabs | Use Total Claim Amount field to enter the Total Claim Amount from the TD1 form. Use the Authorized Tax Credits field to enter the Annual Amount from line 15 of the employee's TP-1016-V form. See Authorized Tax Credits for more information. | |||
New Brunswick
| NB Tax
| bspPR_CA_NBTXX
| PR Deductions/ Liabilities | Select ‘S-State’ in the Calculation Category field. |
PR Employee Dedns/Liabs | Use Total Claim Amount field to enter the Total Claim Amount from the TD1 form. Use the Authorized Tax Credits field to enter the Annual Amount from line 15 of the employee's TP-1016-V form. See Authorized Tax Credits for more information. | |||
Newfoundland / Labrador
| NL Tax
| bspPR_CA_NTXX
| PR Deductions/ Liabilities | Select ‘S-State’ in the Calculation Category field. |
PR Employee Dedns/Liabs | Use Total Claim Amount field to enter the Total Claim Amount from the TD1 form. Use the Authorized Tax Credits field to enter the Annual Amount from line 15 of the employee's TP-1016-V form. See Authorized Tax Credits for more information. | |||
Nova Scotia
| NS Tax
| bspPR_CA_NSTXX
| PR Deductions/ Liabilities | Select ‘S-State’ in the Calculation Category field. |
PR Employee Dedns/Liabs | Use the Total Claim Amount field to enter the Total Claim Amount from the TD1 form. Note: If the employee did not file a TD1, do not create the employee deduction record. The system will determine taxes based on the BPA (basic personal amount) calculation. Note: If the employee did not file a TD1, but does have Authorized Tax Credits (see below), you must enter an amount in the Total Claim Amount field, even if it is an estimated amount. Setting the Total Claim Amount to 0 (zero), will cause the employee to be taxed at a higher rate. Use the Authorized Tax Credits field to enter the Annual Amount from line 15 of the employee's TP-1016-V form. See Authorized Tax Credits for more information. | |||
Northwest Territories | NT Tax | bspPR_CA_NTTXX | PR Deductions/ Liabilities | Select ‘S-State’ in the Calculation Category field. |
PR Employee Dedns/Liabs | Use Total Claim Amount field to enter the Total Claim Amount from the TD1 form. Use the Authorized Tax Credits field to enter the Annual Amount from line 15 of the employee's TP-1016-V form. See Authorized Tax Credits for more information. | |||
Nunavut | NU Tax | bspPR_CA_NUTXX | PR Deductions/ Liabilities | Select ‘S-State’ in the Calculation Category field. |
PR Employee Dedns/Liabs | Use Total Claim Amount field to enter the Total Claim Amount from the TD1 form. Use the Authorized Tax Credits field to enter the Annual Amount from line 15 of the employee's TP-1016-V form. See Authorized Tax Credits for more information. | |||
Ontario | ON Tax | bspPR_CA_ONTXX | PR Deductions/ Liabilities | Select ‘S-State’ in the Calculation Category field. |
PR Employee Dedns/Liabs | Use Total Claim Amount field to enter the Total Claim Amount from the TD1 form. Use the K3/K3P field to enter K3P amount. Use the Additional Exemptions field to enter the number of dependents under age 18, plus disabled dependents over age 18. | |||
Prince Edward Island | PE Tax | bspPR_CA_PETXX | PR Deductions/ Liabilities | Select ‘S-State’ in the Calculation Category field. |
PR Employee Dedns/Liabs | Use Total Claim Amount field to enter the Total Claim Amount from the TD1 form. Use the Authorized Tax Credits field to enter the Annual Amount from line 15 of the employee's TP-1016-V form. See Authorized Tax Credits for more information. | |||
Quebec | QC Tax | bspPR_CA_QCT15 | PR Deductions/ Liabilities | Select ‘S-State’ in the Calculation Category field. |
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| PR Employee Dedns/Liabs | Use Total Claim Amount field to enter the Total Claim Amount from the TD1 form. Use the Authorized Tax Credits field to enter the Annual Amount from line 15 of the employee's TP-1016-V form. See Authorized Tax Credits for more information. |
Saskatchewan | SK Tax | bspPR_CA_SKTXX | PR Deductions/ Liabilities | Select ‘S-State’ in the Calculation Category field. |
PR Employee Dedns/Liabs | Use Total Claim Amount field to enter the Total Claim Amount from the TD1 form. Use the Authorized Tax Credits field to enter the Annual Amount from line 15 of the employee's TP-1016-V form. See Authorized Tax Credits for more information. | |||
Yukon | YT Tax | bspPR_CA_YTTXX | PR Deductions/Liabilities | Select ‘S-State’ in the Calculation Category field. |
PR Employee Dedns/Liabs | Use Total Claim Amount field to enter the Total Claim Amount from the TD1 form. Use the Authorized Tax Credits field to enter the Annual Amount from line 15 of the employee's TP-1016-V form. See Authorized Tax Credits for more information. | |||
