After creating the company, the next step is to configure the company’s tax accounts (registration numbers) in the dashboard. These accounts include the identifiers used for remittances and filings with the CRA (Canada Revenue Agency) and Revenu Québec, as well as for integration with company settings.
Without configured tax accounts, it is impossible to properly generate the remittances and payroll-related filings.
👉 The company must have been created in order to configure the registration numbers. If you have multiple businesses, please add a tax account for each one. A drop-down menu allows you to select the desired business. Simply go to the tax accounts for each business.
Follow these steps to configure the registration numbers:
- From the left menu, navigate to Payroll > Dashboard. On this page, click on the square containing 3 horizontal lines (☰) at the top left. In the menu that opens, click on Business Settings and on the Tax Accounts tab.
- Under the Tax Accounts tab, add each applicable tax account for the company. Here are the supported tax accounts:
- CRA: Account with the Canada Revenue Agency (identifier of the type
123456789RP0001). - Revenu Québec: Account with Revenu Québec (identifier of the type
1234567891RS0001).
💡Note that it is possible to have more than one CRA tax account and more than one Revenu Québec tax account.
- For each account, provide:
The type (CRA or Revenu Québec)
The account identifier
A label to distinguish it in the interface
An optional note
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