Sage Simply Accounting
260-19871 - How do I change the claim amounts?
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Special Considerations or Warnings
How do I change the personal/federal claim amounts?
In order to change the claim amounts in Sage Simply Accounting:
For Sage Simply Accounting 2012:
d. Update Basic Personal Amount, Other Indexed Amounts, and Non-Indexed Amounts for both Federal & Provincial data fields.
Refer to this KB to update claim amounts for all the employees when using Sage Simply Accounting 2012.
For Sage Simply Accounting 2011 or previous version:
e. Update Federal Claim and Federal Claim Subject to Indexing amounts.(using same amounts on both fields if your employee is claiming the basic personal amount only)
If you are not sure what amounts are indexed or non-indexed, please check with your accountant or see this CRA factor sheet.
Products: Simply Accounting Family of Products