Sage Simply Accounting 

 

260-19871 - How do I change the claim amounts?

 

Audience: This article is available to customers.

Does this article apply to my products?

 
Special Considerations or Warnings

None.

Solution:

How do I change the personal/federal claim amounts?

In order to change the claim amounts in Sage Simply Accounting:


a. From the Home Screen, click on Employees.

b. Double-click on the employee you want to modify.

c. Click on the Taxes tab.

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)

f. Update Provincial Claim and Provincial Claim Subject to Indexing amount.(using same amounts on both fields if your employee is claiming the basic personal amount only)

g. Click on the Save & Close Icon or File - Save.

Refer to this KB to update claim amounts for all the employees when Sage Simply Accounting 2011 or previous version.

 Note:

If you are not sure what amounts are indexed or non-indexed, please check with your accountant or see this CRA factor sheet.

Does this article apply to my products?

Products: Simply Accounting Family of Products
Applications: Payroll, Payroll - CAD
Version Applicable: 2008-2012