Set up special tax considerations for an employee

Tip: You must open a pay period to use this feature / functionality. Click the Pay Period menu and click the Enter button for the pay period you want to work with. The Payroll and Process menus become available.

A special tax consideration is a reason for modifying the way CPP/QPP, EI/QPIP or federal and provincial taxes are calculated on an employee's earnings.

It is not necessary to set up special tax considerations unless there is some unusual circumstance affecting an employee's statutory deductions. Most employees do not have special tax considerations.

Tasks

Set up special tax considerations for an employee

1. Click the Pay Period menu and click the Enter button for the pay period you want to work with.

2. Open the Statutory Deductions page. From the Payroll menu, select Regular Payment > Statutory Deductions.

   The Regular Payment - Statutory Deductions page opens.

3. Select the applicable employee from the Employee List.

4. Enter required changes in any of the following sections:

   • CPP/QPP Deduction

   • EI/QPIP Deduction

   • Tax Options

5. Click Save.
6. Repeat for any other employee who requires these override values.