Completing your TD1 and TD1AB Forms

1 Completing your TD1 and TD1AB Forms These Forms show for what claims you are eligible. If you are eligible to claim an amount in one or more of the sections of the TD1, be sure to claim the amount in the corresponding section on the TD1AB . Notes on commonly claimed sections of the TD1 and TD1AB Section 1 Basic Personal Amount = changes yearly and amounts are different on each form. If you are a non-resident, you are not eligible to claim this amount. If you have two simultaneous jobs ( part time or casual employees), only claim this at one employer. You may choose to claim at neither.

2 Why? Part-time employees are generally under-taxed in each job (placed in lower tax bracket). The tax on earnings at each employer is lower than what would be deducted if you were paid the whole amount at one place. As a result, you will probably have to pay income tax at tax time (see Additional Tax to be Deducted section). Section 4 Tuition and Education Amounts (Full-time students) You can claim any tuition for the current year (if you don t know the exact amount, estimate now and show the actual amount at tax time). You may also claim a specified amount per month for each month of the current year that you are enrolled in an educational institution (on the TD1AB form, this amount is different).

3 Tuition and Education Amounts (Part-time students) Same as above (on the TD1AB form, this amount is different). Section 6 Spousal Amount. You can claim an amount for supporting your spouse (married or common-law), depending on their income for the year. Section 7 Equivalent-to-Spouse Amount. You can claim an amount for supporting a dependent if you are single, divorced, separated, or widowed. If you are eligible to claim both sections 6 and 7, please note that you can claim only one or the other not both. Section 10 Transferred Amounts. You can transfer Age, Pension Income, Disability, and Tuition/Education Allowance excess amounts that your spouse or common-law partner do not need to reduce their own federal income tax to zero.

4 Section 11 Transferred Amounts. This is the same as above, but only Tuition/Education Allowance and Disability amounts can be transferred. Section 12 Total Claim Amount. Total the credits by adding sections 1 to 11. This amount is used to calculate the required amount of tax deducted. Certification Please sign and date both Forms . On reverse of Forms : Income from Other Employers or Payer If you know your earnings are going to be less than your total credit claim amount (Section 12), check off the Yes box. If this box is checked, no tax will be deducted, so be sure that your income for the year from all sources will not exceed the amount claimed in Section 12 on the previous page.

5 Sections that appear on the TD1 ONLY (Reverse side of form) Box 2: Additional Tax to be Deducted Enter the amount of additional tax you would like deducted on each pay cheque. This may be used by part-time and full-time employees only. Unfortunately, we are unable to accommodate this option for casual employees. Casual employees can elect to not claim the basic personal amount and enter 0 as total claim amount which will allow the maximum amount of tax to be deducted. Box 4: Non-residents (TD1 ONLY) Review this section if you are a non-resident. If a change is required to your tax status: If your tax status changes during the year, complete a new TD1/ TD1AB form from the Payroll website and submit as soon as possible.

6 Deadline: Friday prior to the payday on which you wish the change to occur/apply. NOTE: If claiming sections 5, 8, and 9 on the TD1AB form, please be aware that all the values in these sections are different from those values in the same sections of the TD1 form. Fax completed and signed Forms to: Guide TD1forms 072312