Hi Patience61,

Line #5 and #11 from the TD1 are related to tuition.  They are not-indexed amounts.  You can go to individual employee record, Taxes tab and key in the amount for Non-Indexed Amounts under Federal and Provincial column.  Make sure the total amounts are the same as the the total claim amounts in your TD 1 form.

Hope this helps.

Thank you for the explanation. I was told to just add the tuition amount to the basic claim amount in Sage in order to have just one amount. I wondered if it should be separated.

Are you able to tell me what the implications are if the claim amount for tuition were added to the basic personal amounts instead of being separated in the non-indexed field in Sage?

Your response is greatly appreciated.

Your whole program will blow up!

Ok, not really.  One of the designers explained it to me this way based on the original programming years ago.  On the Maintenance menu, they have given us the option of Update Employee Claims.  You can do this by dollar amount (difference between last year and this year) or by percentage (what they call Factor now).

The dollar amount is easy to do.  Just enter the amount.  For the percentage, it's easy as well, but not every line on the TD1 will increase by the percentage.  Some lines do not increase at all.

So the original programmers designed the concept of the total of those lines that update by percentage can be updated by a factor if you want (indexed items).  But you have to keep each part separate and you have to know which part is to be kept separate.

Now they have changed this area quite a bit and have taken the basic amount out separate from Non-Indexed items (like the Tuition/Education amounts), from Other Indexed items.

So now you can really play around and update by dollar amounts for non-indexed, percentages for indexed and the basic amounts easily.

However, I find it just as easy to put the full amount of what the employee calculates into the Basic personal amount.  Each year, I review each employee (The Employee Summary report shows this information) and check to see if anyone is above the basic claims.  I hand them a new TD1 and TD1-Prov forms.  The rest I auto update.  I don't do a lot of payroll but it has been years since I have seen an employee take more than the basic claim.

So the bottom line is, if you wish to use percentages to update each year, then keep them all separate (I just don't know where you find the list of what is indexed and what is not).  If you update manually then you don't have to.

Thanks ... I'm glad it won't blow up ... :)