Concept: Worker Tax Elections (CAN)

Tax Calculations: Only 1 set of tax elections can be in effect at a time. When calculating payroll for an employee, Workday uses the tax elections in effect for the payroll processing company and province on the payment date.; When a worker is missing tax elections, Workday calculates tax deductions based on amounts (set by the Canada Revenue Agency) that are in effect on the payment date.; If a worker changes companies, you must enter the worker's tax elections for the new company.; If permitted, Workday uses an index calculation to determine the total claim amount when the employee has:
A form TD1 Personal Tax Credits Return for the previous tax year.
No current withholding instructions.
Tax Elections: Federal and provincial annual tax elections; Workday calculates the federal and provincial annual value tax elections for payments during the effective date year. Workday doesn't consider them in the tax calculation for the subsequent year. This process reduces your need to stop the tax election the next year manually for letters of authority.

Future-Dated Tax Elections: To enter future tax elections for another province, select the appropriate effective date and province. Example: If the employee is moving to another province, you can enter the tax elections for that province in advance.

Correcting Tax Elections: To correct a worker's tax elections, access the
Worker CAN Tax Elections
report. In the first column, select
Worker Tax Election
Edit
from the related actions menu.

Employee Self-Service Tax Elections: For security, Workday automatically masks workers' Social Insurance Numbers (SINs) on all tax withholding elections. On the
Edit Tenant Setup - Payroll
task, you can select
USA and CAN ESS Withholding Elections
Display National ID
to display all worker SINs. Workers can use the related action from their profile page
Personal Data
View My ID Information
Verify National ID
to validate their SIN. To validate their SIN, they require access to the Self Service: Verify National ID
domain in the Personal Data functional area.; To enable employees to add their own tax withholding elections, set up these business processes (secured to the CAN Payroll functional area) and their security policies:

Complete Federal Withholding Elections
Complete Province Withholding Elections
Complete Federal Commissions and Expenses Withholding Elections
Complete Quebec Commissions and Expenses Withholding Elections

They're available as a subprocess of the Onboarding
business process.

To add a tax election for the first time, employees can access the
Withholding Elections
report. To update existing elections, employees can select the
Update
button on the
Federal Elections
and
Province Elections
tabs, either from the report or from their worker profile. They can also add or edit federal and provincial TD1 tax elections using Workday on Android, iPad, and iPhone.; Employees can use these ESS tasks to enter their TD1X and TP-1015.R.13.1 elections:
Complete Federal Commissions and Expenses Withholding Elections
Complete Quebec Commissions and Expenses Withholding Elections

Workday doesn't support employee self-service tax elections for workers on international assignment in Canada.

Tax Election Reports: You can view worker tax elections with these reports:

Worker CAN Tax Elections
Payee T1 Withholding Election

Steps: Set Up Employee Self-Service