Issue/Symptom/Question

We have multiple employees whose TD1 information did not update with the most recent tax update.

Environment

TD1 Information pop-up

Payroll> Employees> Employee Payroll Information> Canadian PR Info Tab> TD1 Information button (bottom left of the screen)

Resolution/Fix/Answer

IF the Effective date on the Federal/Provincial tab in the TD1 Information pop-up is dated within the last 6 months, then the employee in question did get picked up in our semi-annual Canadian tax update. Please see the following article for further information: TD1 Info was updated with the incorrect amount

IF the Effective date on the Federal/Provincial tab in the TD1 Information pop-up is not dated within within the last 6 months, then the employee in question did not get picked up in our  most recent semi annual Canadian tax update.This can be explained by the mechanism we use to identify which employees should get updated:

• We release two Canadian tax updates a year one in July and one in January. 
• When we run the July update we look to only update employees with TD1 effective dates of 1/1/Current year
• When we run the January update we look to only update records with TD1 effective dates of 7/1/Previous year.

Prevention: To prevent this issue from occurring; ensure all new employees have TD1 effective dates of

•  1/1 (if hire occurred between 01/02 and  6/30) OR
• 7/1 (if hire occurred between 07/02 and 12/31)