Federal TD1 Claim Report

This report will not tell you whether an employee has claimed the a specific tax credit but it will give you a list of employees who have made any additional claims on their TD1s helping you to narrow the field of affected employees.

Head to the Reports page and then click to Custom Reports. From there choose the Employee Details Report. Set the Employees tab to All. A report screen should load.

To see anyone who is claiming more than the basic amount, filter the Federal TD1 amount field or Provincial TD1 field to anyone with an amount greater that the current basic amount. To see everyone claiming the basic or more filter to amount equal to or greater than the current basic.

The same thing can be done for the provincial TD1 amounts.

For the current years TD1 amounts refer to the CRA web site TD1 Personal Tax Credits Returns.

Once you have added these filters your report is ready.