canada_-_cpp_ei_ppip_exempt_setup
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canada_-_cpp_ei_ppip_exempt_setup [2015/02/27 15:22 (9 years ago)] – derek | canada_-_cpp_ei_ppip_exempt_setup [2019/04/02 14:16 (5 years ago)] (current) – rreyes | ||
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- | Payroll Configuration to Conform to CRA Requirements for T4 Form | + | ====== CPP / EI Exempt Employees====== |
- | 1) Enable exempt flags (Ex. CPP Exempt and EI Exempt) | + | Canada Pension Plan (CPP) and Employment |
- | a. Open the employee exempt record | + | |
- | b. Turn on flags for CPP Exempt and EI Exempt | + | |
- | + | ||
- | 2) Print T4 - STMT REMUNERATION form | + | |
- | a. CPP and EI boxes must contain “X” marks signifying | + | |
- | 3) Generate T4 STMT OF REMUNERATION PAID XML EXPORT | + | If an employee |
- | | + | |
- | i. | + | |
- | ii. Provide Principal Owner SIN# | + | |
- | iii. Provide Unique Reference – this is user-defined numbers, i.e., any numbers will do | + | |
- | iv. Provide the Transmitter Number – this is provided by CRA | + | |
- | v. | + | |
- | vi. Enable Validate XML Export | + | |
- | vii. Click Generate XML to generate the file. | + | |
+ | As an example, when setting an employee to be EI exempt, in the //Employee Details// tab of the employee setup there is a check box for EI exempt. If exempt for both CPP and EI, then both check boxes needs to be checked. However, this check boxes doesn' | ||
+ | {{cppeixbox.jpg}} | ||
+ | |||
+ | The factors affecting the calculation is the subtype and calculation type being used. Thus, if an employee is EI exempt, an appropriate subtype will be used in creating the income item which is //Wages - EI Exempt//. The same thing goes for employees who were CPP exempt. The subtype for use will be //Wages-CPP Exempt// and also have 2 calculation types available for the regular wage and vacation pay. | ||
+ | |||
+ | {{eixsubtype.jpg}} | ||
+ | |||
+ | After selecting the subtype, you will then need to identify which calculation type to use. Currently, we only have 2 which is for the regular wage and vacation pay. | ||
+ | |||
+ | {{EIXCalcType.jpg}} | ||
+ | |||
+ | < | ||
+ | |||
+ | Once the income type has been added using the appropriate subtypes and calculation types, you can then add the specific income tax to be withheld from the employee. |
canada_-_cpp_ei_ppip_exempt_setup.1425079332.txt.gz · Last modified: 2015/02/27 15:22 (9 years ago) by derek