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Enter Form TD1 in QuickBooks Online Payroll

by Intuit Updated 1 month ago

Learn about the TD1 forms, how to print a TD1 form if needed, and how to add or change the info in your employee profiles.

Form TD1, Personal Tax Credits Return, is used to determine the amount of tax to be deducted from an individual's employment income or other income, such as pension income. Learn more about TD1 here.

We'll show you how to enter an employee's TD1 in QuickBooks Online Payroll. We'll also answer some frequently asked questions.

There are two options on how to add your employee’s TD1 in QuickBooks Online Payroll.

In this article, you'll learn how to:

Option 1: Invite your employees to enter their own TD1 info

If QuickBooks Workforce is turned on, you can invite your new employees to enter their own W-4 info.

If your existing employees need to change their choices on their TD1, they can edit it through QuickBooks Workforce.

Option 2: Enter your employee’s TD1 in QuickBooks

Step 1: Print a TD1 form

  1. Go to Payroll, then select Employees (Take me there).
  2. Select your employee.
  3. From Tax withholding, select Edit.
  4. Under Federal withholding, select the link Need a blank TD-1 form?, then select the province and print the form.

Step 2: Enter your employee’s TD1 info in QuickBooks

  1. Go to Payroll and select Employees (Take me there).
  2. Select your employee.
  3. From Tax withholding section, select Edit.
  4. In the Federal withholding section, fill in the applicable info from your employee’s TD-1. 
  5. Select Save.

Print a TD1 form for an employee

You can print a TD1 form from the Government of Canada Revenue Agency site.

Frequently asked questions

Who fills out the TD1?

The TD1 has a series of worksheets to help employees complete the form on their own. A completed TD1 would then need to be provided to the employer so that the employer knows how much to withhold from each paycheque.

Do I have to file the TD1?

Employers do not need to file the TD1. However, the CRA does require employers to keep the TD1 in their records for at least 6 years.

What if I don't have a TD1 for my employee?

Per the CRA guidelines, if you don't receive a completed TD1 from an employee, you still must deduct taxes, allowing the basic personal amount only.

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