Below are some steps to download the Canadian version of the January 2016 tax table:
1. Make sure all users have exited the program.
2. Backup your Sage 300 databases (database dump), for all databases as you may have more than one.
3. The Tax Table update is only available for version 7.2 of Payroll
4. Log onto the Sage customer portal to access the latest updates. Choose the update appropriate for your company and click ‘Get the Update’. [Please note to log onto the Sage Customer portal click here: https://customers.sagenorthamerica.com/irj/portal/anonymous/login . If you are unsure how to login or if this is your first time logging in you can contact Sage directly: 800-253-1372 choose option 3.
5. Once the download is complete, double click the file to begin the installation for the update and follow the instructions on the screen.
6. Now you can open Sage 300 and activate the January 2016 tax table you just installed. To do this, sign in as the Admin user and go to Administrative Services and click on the Data Activation icon and select the Cdn PR Tax Update for January 2016 item, then click activate. You may also be prompted to activate Payroll Version 7.2 again.
7. Repeat Step #6 for each set of data you have.
Some Important Reminders:
-here is a link to the Canada Revenue Agency site for the TD1 forms for 2016:
http://www.cra-arc.gc.ca/formspubs/frms/td1-eng.html
You may have other procedures that you routinely perform as part of your first January payroll. These steps could include updating Worker’s Compensation rates, and other employee related information. We suggest you consult your own internal procedure checklist as well at this time to ensure everything is completed.