Harmony P (CA) - How to Assign Tax Form Boxes to Payroll Categories

Note: This guide is only for Canadian customers. If you are a US customer looking to assign tax form boxes, please go to this article instead.

Description

You need to assign tax form boxes to your payroll categories (ROEs, T4s, T4As, RL-1s). 

Pre-Requisites

• You've already set up the payroll categories under Payroll > Payroll Setup > Payroll Categories. 
• You know what boxes need to be assigned for each payroll category. 

Solution

1. Navigate to Payroll > Payroll Setup > Assign Tax Form Boxes. 
2. Look for the payroll category you need to assign a tax form box to. 
3. Click the three (3) dots to select the payroll category. 
   
4. Look for the tax form and box that you need to assign this payroll category to. 
5. Using the toggle, activate it (toggle it on) for the appropriate tax form and box. 
   Note: You can only assign one box from a form to a payroll category. Please confirm with your CPA or accountant of which box it should belong to.
   
6. Click the save button to save your changes.