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Welcome to the Sage HRMS Support Group on Community Hub! Available 24/7, the Forums are a great place to ask and answer product questions, as well as share tips and tricks with Sage peers, partners, and pros.
Sage HRMS Year-end Center Step 3: Update taxes
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  • Sage HRMS Year-end Center
  • Installation
  • +Payroll
  • Product and Tax Updates
  • Reports and Tax Forms
  • -Year-end Checklists
    • Attendance in Sage HRMS
    • -Canadian Payroll Year-end Checklist
      • Step 1 Download product update
      • Step 2: Update earnings and deductions
      • Step 3: Update taxes
      • Step 4: Reports and transaction history
      • Step 5: Year-end forms
      • Step 6: Prepare payroll next year
    • +U.S. Payroll Year-end check list
    • Human Resources - Benefits Topics
  • Year-end Training: Sage University
  • U.S. Acts & Legislations

Step 3: Update taxes

Verify your current year tax information for each employee and update if necessary.

To review TD1 values on each employee’s Taxes detail page in Sage HRMS:

  1. Select Employees > View/Edit Employee > Payroll tab > Employee Payroll > Taxes tab and review each tax setting (withholding, amount/percent, and so on).
  2. To update the tax credits, select a tax from the table, and then click the Tax Info button.
  3. Save any changes.

Tip: You can also use the Update TD1 Claim process (Canadian Payroll > Processes) to update employee tax information.

For more information about updating employee tax information:

  • Review the online help topic, Using the Update TD1 Claim window

Note that federal, provincial, and territorial personal tax credit amounts may change each year. To confirm the amounts employees can claim, go to the CRA website: http://www.cra-arc.gc.ca/.

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