Question
How do I set up my tax information in Jane Payroll?
Answer
When you set up your tax information in Jane Payroll, you'll see a few fields based on your TD1 forms. These forms tell your employer how much income tax to deduct from your pay. Jane doesn't collect the full TD1 form. It only asks for the key amounts you derive from it.
Here's what you'll see:
- Federal Total Claim Amount: enter the amount from your federal TD1 form
- Provincial Total Claim Amount: enter the amount from the TD1 form for the province where you work
- Extra Withholding: optional; use this if you'd like a little extra tax withheld each pay period
- Optional checkboxes for whether your income will be less than your claim amounts
If you're not sure what to enter, check the CRA's official TD1 forms or speak with a tax professional. Jane can't provide tax advice, and neither can your clinic owner.
Supporting Information
The Most Common Scenario
Most clinic employees fit this straightforward scenario:
- Between 18 and 64 years old
- Single employer
- No dependants
- Not a student
- Not claiming disability credits
- Not receiving pension income
- Not in a high income range that reduces the basic personal amount
If this sounds like you, here's what to do:
- Enter the basic federal amount: $16,452
- Enter the basic provincial amount for your province (see the table below)
- Leave all other fields blank
- Skip extra withholding unless you'd like to pay a little more tax each pay period
2026 Basic Personal Amounts
| Jurisdiction | Basic Personal Amount |
|---|---|
| Federal | $16,452 |
| British Columbia | $13,216 |
| Alberta | $22,769 |
| Saskatchewan | $20,381 |
| Manitoba | $15,780 |
| Ontario | $12,989 |
| New Brunswick | $13,664 |
| Nova Scotia | $11,932 |
| Prince Edward Island | $15,000 |
| Newfoundland and Labrador | $11,188 |
You can confirm these amounts using the CRA's official TD1 forms.
When You May Need to Look More Closely
Some situations require you to go beyond the basic personal amounts, such as:
- Being 65 or older
- Supporting a spouse or dependant
- Qualifying for the Disability Tax Credit
- Paying eligible tuition
- Providing caregiver support
- Having higher income that reduces your claim amounts
If any of these apply to you, check the CRA forms linked inside Jane Payroll or speak with a tax professional to make sure you're entering the right amounts.
EI and CPP Exemptions
The Account Owner or Payroll Admin will need to select these for you if you are exempt. These exemptions are uncommon.
CPP exemption applies if you:
- Are between 65 and 70 and have filed Form CPT30 with the CRA
Age-related exemptions (under 18 or over 70) are handled automatically by Jane.
EI exemption usually applies if you:
- Work for certain family-owned businesses that don't qualify for EI
- Are self-employed and haven't opted into the EI program
- Have a CRA-approved religious exemption
If you're unsure whether either exemption applies to you, check with a tax professional.
What Happens If You Enter the Wrong Numbers
Incorrect TD1 amounts change how much tax is deducted from your pay during the year. If you overpay, you'll receive a refund at tax time. If you underpay, you'll owe the difference. There is generally no penalty as long as you pay what you owe when tax season comes around.
If you realize you've made a mistake, update your tax information in Jane Payroll and let your clinic owner or payroll admin know.