Current Canadian Tax Credit (TD1) and Source Deduction Returns

Activate User's Guide
Version
2025.1
Current Canadian Tax Credit (TD1) and Source Deduction Returns

Use the Current Canadian Tax Credit and Source Deduction Returns wizard to upload Canadian employees' Federal and Provincial TD1 claim amounts.

This wizard loads federal and provincial TD1 tax credit details into Dayforce. The TD1 form is used to determine the amount of tax to be deducted from the employee's payroll.

Note: The amount provided should reflect the sum of the personal tax credits claimed by the employee. It should also match the amount value in the Total Claim Amount box on both the Federal and Provincial forms.

Note: Activate shares all of your mappings across all applicable environments so you don't have to reconfigure each time you use a different environment. If the changes you make in one environment invalidate the mappings in another environment, Activate notifies you when you access a wizard with invalid mappings that need to be updated.

Note: If this wizard doesn’t show under Load Your Data, check in Dayforce to make sure that you have a pay group and the corresponding (generated) pay calendar for the country you are attempting to load data for.

Note: Activate uses HR Version 2.0 (NextGen) when loading data during configuration.

Before you begin

Employees included in the Current Canadian Tax Credit (TDI) and Source Deduction Returns template must exist in Dayforce. They must also meet the minimum requirements, like having a hire date, work assignment, and employment status data.

Note: Employee data can be loaded using the Getting Started wizard, the Employees wizard, or the Clean Up Data for Parallel or Go Live wizard.

Using this wizard

Use the Current Canadian Tax Credit (TDI) and Source Deduction Returns template to upload employee data. The employee data is then shown in an editable grid with the tax-related fields that need to be populated. You can enter changes directly in the grid or you can download the Tax Info Data Canada template, populate it, and then upload the new data. When you edit the data in the grid, Activate shows any applicable validation warnings or errors. If warnings or errors show, you must review and update the data in the grid or upload an updated template to correct them.

Enter required changes in the template to ensure that future uploads are accurate. If you make edits directly in the grid, click Save and download the updated file for record keeping purposes.

Tasks

To complete and Upload the Tax Info Data Canada template
  1. In Activate Central, click Load Your Data. The Load Your Data wizards show.
  2. Click Current Canadian Tax Credit (TD1) and Source Deduction Returns.
  3. On the CAN Tax Data page, click Download.

    Note: You can also download an empty Current Canadian Tax Credit and Source Deduction Returns template from the Download Template Files page.

  4. Select the location where you want to save the template document.
  5. Open the TaxInfoDataTemplateCanada.xlsx template on your computer.
  6. On the TaxInfoDataCanada tab, complete all columns with the data for all employees in the organization.

    Note: The Activate release version shows in cell B3 on the Instructions tab of the template. With this information, you can determine the version of Activate that you were using when you downloaded the template.

    Note: Instructions for populating the fields are in the Tax Info Data Canada Template Fields section (below) and on the Instructions tab of the template.

  7. Click Save and close the template.

    You can use any file name for the template you upload. The file must be an Excel or CSV (Comma-Separated Value) document and contain the data in the required format.

    Important: Don’t change the name of the tab in the template. Activate uses the tab name to validate that the correct template is being uploaded. In addition, don’t change the column headings.

  8. On the CAN Tax Data page, click Upload.
  9. Go to your completed Tax Info Data Canada template in the location where you saved it.
  10. Click Open. The Current Canadian Tax Credit and Source Deduction Returns wizard validates the data.

    Note: If the uploaded file has errors, a Validation Failed message shows in red at the bottom of the page. You must correct the errors in the file on your computer and upload the file again.

    Note: When you upload an Excel file, Activate includes the name of the uploaded file into the name of the XML file it generates and loads to the Dayforce File Server. The format of the generated XML file name is <NamespaceName>_<Import Type>_<file name provided>_YYY-MM-DD_HHMM. This information makes it easier to audit files later.

  11. Click Next.
To review and confirm the data:
  1. Review the information shown in the grid.
  2. To make updates to data on the page:

    • To insert a new row in the grid, click the row where you want to insert it and click New.

    • To delete a row, click the row and click Delete.

    • To download the error message list and save it to your computer, click Download Errors File.
    • To correct errors in the grid, click in the field containing the error. Click Tab to move to the right and Shift+Tab to move to the left in the row. Use the scrollbars on the right side and bottom of the grid to go to other areas of the grid.

    • To save information in the grid to your computer, click Download File and save it to the location you want.

    • To upload the file from your computer, locate the file and click Upload File. The data in the file shows in the grid.

    • To remove changes that you don’t want to save, click Refresh.

  3. When the data is complete, click Done & Install. When you leave the page, the selected values stay in the grid.
To install the Canadian tax information

When the tax information is complete in Activate, you must install the policies in Dayforce.

  1. After making any necessary corrections, on the CAN Tax Review page, click Load.

    The Load page opens with a list of the steps to complete and an estimate of how long the installation usually takes. During the installation, the current step in the process is bolded so you can monitor the progress.

  2. Click one of the following:
    • Add Email and enter your email address to receive an email when the installation process ends, instead of waiting for it to finish.
    • Next w hen the installation is complete.

    Activate Central opens with the name of the Wizard now shown in green text and a green checkmark to the left of the wizard’s name. The current day, date, and time of completion are included, along with your name as the user who completed the Wizard. The environment in which the installation was applied (Stage, Config, or Train) is also shown.

    Note: If you want to add more information, click I want to add more. See Executing a Rollback When Using the “Add More“ Feature in the Payroll Wizards.

Results

Fields populated in Dayforce

The data uploaded from the Tax Info Data Canada template populates the fields on the following pages in Dayforce.

Note: You must select an employee if you haven’t already done so.

Dayforce fields populated by the Tax Info Data Canada template
Field in Template Field in Dayforce Page in Dayforce
Employee Identifier Employee Reference / Number Employee (People icon)
First Name First Name
Last Name Last Name
Federal Record Start Date Effective From Tax Definitions, Federal Tax Info section
(People icon > Payroll > Tax
Definitions, Federal Tax Info section)
Federal Total Claim Amount Total Claim Amount
Federal Additional Claim Amount Additional Amount
Province Province
Provincial Record Start Date Effective From
Provincial Total Claim Amount Total Claim Amount
Provincial Additional Claim Amount
(Quebec only)		 Additional Amount
File generated by the current Canadian Tax Credit (TD1) and Source Deduction Returns wizard

After completing the Current Canadian Tax Credit (TD1) and Source Deduction Returns wizard, a single import file is automatically generated and placed on the customer's FTP site.

HR Import

  • FTP Subdirectory: Import/HRImport
  • Filename: <Namespace>-HRImport-<DateTime>.xml
For an example illustrating how translates the template data to XML, click here.
Copy 
<?xml version="1.0" encoding="utf-8"?>
<EmployeeImport>
    <Employee>
        <XRefCode>3673</XRefCode>
        <EmployeeNumber>3673</EmployeeNumber>
        <FirstName>Jennifer</FirstName>
        <LastName>White</LastName>
        <CANTax>
            <CANFederal>
                <EffectiveStart>2020-01-01</EffectiveStart>
                <EffectiveEnd>2020-12-31</EffectiveEnd>
                <TotalClaimAmount>16.22450</TotalClaimAmount>
                <AdditionalAmount>10.00000</AdditionalAmount>
            </CANFederal>
            <CANProvincial>
                <EffectiveStart>2020-01-01</EffectiveStart>
                <EffectiveEnd>2020-12-31</EffectiveEnd>
                <TotalClaimAmount>0.22000</TotalClaimAmount>
                <AdditionalAmount>6.55000</AdditionalAmount>
                <ProvinceCode>QC</ProvinceCode>
            </CANProvincial>
        </CANTax>
    </Employee>
</EmployeeImport>

Next steps

Complete the next wizard, as appropriate.

Tax Info Data Canada Template Fields

All templates have the same basic structure:

  • Instructions tab: Helps you understand the purpose of the data and complete the fields in the template.
  • Data tab: Contains headers for the data to be included in the template. The headers remain the same, but you can change the column order. If you add more columns, Activate ignores them.

All number ranges in the templates include the numbers at both ends of the range.

To see a list of the fields in the template, click here.
Employee Identifier (Required)
Order Data Type Description Examples Why This Is Needed
1 Alphanumeric. Unique value between 1-9 characters. It allows our system to identify employees uniquely. Use the same number assigned to the employee in the Getting Started HR data loads.

3241245
000000006
abc123499

For this import, the Employee Identifier, First Name, and Last Name help users identify employees when completing the template.

This required field is used to validate that the data being loaded is assigned to the correct employee record. The values provided must match exactly to an existing employee record in Dayforce.

First Name (Required)
Order Data Type Description Examples Why This Is Needed
2 String1 between 1-64 characters.

Legal first name of the employee.

The value provided must match exactly to an existing employee record in Dayforce.

Joe

For this import, the Employee Identifier, First Name, and Last Name help users identify employees when completing the template.

This required field is used to validate that the data being loaded is assigned to the correct employee record. The values provided must match exactly to an existing employee record in Dayforce.

1 Special characters accepted within the string include: alphanumeric, space, period, apostrophe, dash, number symbol #, comma, underscore, forward slash /, parentheses (), &

Last Name (Required)
Order Data Type Description Examples Why This Is Needed
3 String1 between 1-64 characters.

Legal first name of the employee.

The value provided must match exactly to an existing employee record in Dayforce.

Smith

For this import, the Employee Identifier, First Name, and Last Name help users identify employees when completing the template.

This required field is used to validate that the data being loaded is assigned to the correct employee record. The values provided must match exactly to an existing employee record in Dayforce.

1 Special characters accepted within the string include: alphanumeric, space, period, apostrophe, dash, number symbol #, comma, underscore, forward slash /, parentheses (), &

Federal Record Start Date
Order Data Type Description Examples Why This Is Needed
4 Date. Excel right-justified date format or Excel text format yyyy-mm-dd. Start date for the federal tax record

Date formatted cells:

09/24/2015
24/09/2015

Text formatted cells:

2015-09-24

The federal claim amounts will come into effect on this date for tax withholding calculation. This can be any date in the past from the current year. If no value is provided, it will default to Jan 1 of the current year.
Federal Total Claim Amount (Required)
Order Data Type Description Examples Why This Is Needed
5 Numeric. Less than 9999999999.99. The Total Claim Amount on the Federal TD1 Form 10005.20
8000.00		 This total personal claim amount is used to calculate federal remittance.
Federal Additional Claim Amount
Order Data Type Description Examples Why This Is Needed
6 Numeric. Less than 9999999999.99. The additional tax amount found on the TD1 form 300
550.50		 This is the additional tax deducted for federal remittance every pay.
Province (Required)
Order Data Type Description Examples Why This Is Needed
7

Accepted Values:

2-letter province

The province for the remittance QC
AB
PE		 This is needed to report provincial remittances properly. This can be any date in the past from the current year.
Provincial Record Start Date
Order Data Type Description Examples Why This Is Needed
8 Date. Excel right-justified date format or Excel text format yyyy-mm-dd. Effective start date for the provincial tax record

Date formatted cells:

09/24/2015
24/09/2015

Text formatted cells:

2015-09-24

The provincial claim amounts will come into effect on this date for tax withholding calculation. If no value is provided, it will default to Jan 1 of the current year.
Provincial Total Claim Amount (Required)
Order Data Type Description Examples Why This Is Needed
9 Numeric. Less than 9999999999.99. The Provincial Total Claim Amount on the Provincial TD1 form. 0 6000 This basic personal amount is used to calculate provincial remittance.
Provincial Additional Claim Amount (Quebec Only, not required)
Order Data Type Description Examples Why This Is Needed
10 Numeric. Less than 9999999999.99. The additional tax amount found on the source deduction return form. It's only applicable for employees filing in Quebec. 500
750.50 		This is the additional tax deducted for Quebec remittance every pay.