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. To streamline the import, First Name and Last Name are excluded when not required.

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 make sure 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

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

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

Example illustrating how translates the template data to XML:

<?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.

Employee Identifier (Required)

First Name (Required)

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

Last Name (Required)

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

Federal Record Start Date

Federal Total Claim Amount (Required)

Federal Additional Claim Amount

Province (Required)

Provincial Record Start Date

Provincial Total Claim Amount (Required)

Provincial Additional Claim Amount (Quebec Only, not required)