Where to enter other claim amounts on TD1 forms.

Question

Hello, 
 All my employees have filled out new TD1 forms for 2019, and some have not just 'carried' the basic amount down because they have other amounts they can claim, as in age amount or disability. Do I just add these amounts up and put that under 'other indexed amounts' under the 'taxes' tab in their employee profile? I just want to be sure I'm doing it correctly. Also, there's a student who checked the box 'Total income less than total claim amount'. Does that mean I 'uncheck' all calculations such as CPP, EI and Taxes? 
 Thank you for any help!

Agate · Answer

Hi TCrystal: 
 With the TD1 forms only enter in Sage 50 Accounting what the employee has signed for. If they have asked you to put in a disability exemption or tuition fees exemption then put them in. Otherwise just enter what is on the signed TD1. Sage 50 will work out whether they pay CPP, EI, etc., providing you have entered their date of birth in the employee file. If they are EI or CPP exempt then check the box in the employee file. 
 Hope this helps!

Agate · Answer

Hi TCrystal: 
 If an individual is self-employed EI is generally exempt, except if they opt in to paying EI. Otherwise, Sage 50 will determine whether EI, IT and CPP apply. If an employee is under 18 or 70 or older CPP is exempt. 
 Hope this helps!

Agate · Answer

Your welcome!

Sage 50 Canada

Where to enter other claim amounts on TD1 forms.

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