Accounting - Updating TD1 amounts

The TD1 Index section in the Payroll Setup window is used periodically to update the TD1 Federal and Provincial amounts recorded in employee profiles. These updates typically occur on January 1st each year and sometimes again on July 1st, following government-issued changes to tax tables and TD1 forms. When such updates are released, it is necessary to revise the corresponding values in each employee’s profile to ensure compliance.

Navigate to Payroll > Employees, select the employee whose TD1 details need updating, and double-click their name to open the profile.

Go to the Employment tab, then click the “TD1 Federal and Provincial Claim Amount” link to retrieve the latest values from the CRA website. Once you have entered the updated amounts, click Save.

Last updated on June 30, 2025 by FCC AgExpert