Update Your Canada Personal Tax Credits and Source Deductions Returns

If your tax status or situation has changed, update your Federal Form TD1, Personal Tax Credits Return.

1. At the Personal Tax Information page, from the Add/Change Personal Tax Information section, select the Federal Personal Tax Credits Return (TD1).
2. In the Non-residents section, indicate whether you are a resident of Canada.
   • If you are a resident of Canada, continue to the next section.
   • If you are not a resident of Canada, select I am a non-resident of Canada, and then indicate your country of permanent residence and whether your world income is included in determining your taxable income.
3. In the More than one employer or payer at the same time section, indicate whether you have more than one employer:
   • If you do not have more than one employer, continue to the next section.
   • If you have more than one employer at the same time and you have already claimed personal tax credit amounts on another form, select the checkbox, and then continue to the end of the form.
4. In each section, for Lines 2 - 12, select the section header and enter the required details for each credit you are claiming.
5. In the Total Claim Amount field, confirm that the amount is correct and update your previous responses, if required.
6. If applicable, in the Additional tax to be deducted field, enter an amount to be withheld each pay period.
7. If applicable, in the Deduction for living in a prescribed zone field, enter the appropriate deduction amount.
   Note Select the Full Instructions link to view complete details on the prescribed zone deduction requirements.
8. If applicable, select the Total income less than total claim amount option.
   Note If you select this option, the sections for Lines 2 - 12 are unavailable and the Total Claim Amount on Line 13 is set to $0.
9. At the top of the page, select Next.
10. Review the completed form for accuracy.
    • If the form is accurate, select the checkbox to certify the form, and then select Sign & Save.
    • If you need to update the form, at the top of the page, select Back.

If your tax status or situation has changed and you are subject to provincial income tax (PIT) outside Quebec, update your provincial Form TD1, Personal Tax Credits Return.

1. At the Personal Tax Information page, from the Add/Change Personal Tax Information section, select the provincial Personal Tax Credits Return (TD1).
2. In the Non-residents section, indicate whether you are a resident of Canada.
   • If you are a resident of Canada, continue to the next section.
   • If you are not a resident of Canada, select I am a non-resident of Canada, and then indicate your country of permanent residence and whether your world income is included in determining your taxable income.
3. In the More than one employer or payer at the same time section, indicate whether you have more than one employer:
   • If you do not have more than one employer, continue to the next section.
   • If you have more than one employer at the same time and you have already claimed personal tax credit amounts on another form, select the checkbox, and then continue to the end of the form.
4. In each section, for Lines 2 - 9, select the amount field and enter the required details for each credit you are claiming.
5. In the Total Claim Amount field, confirm that the amount is correct and update your previous responses, if required.
6. If applicable, select the Total income less than total claim amount option.
   Note If you select this option, the sections for Lines 2 - 12 are unavailable and the Total Claim Amount on Line 13 is set to $0.
7. At the top of the page, select Next.
8. Review the completed form for accuracy.
   • If the form is accurate, select the checkbox to certify the form, and then select Sign & Save.
   • If you need to update the form, at the top of the page, select Back.

If your tax status or situation has changed and you are subject to provincial income tax (PIT) in the province of Quebec, update your Federal Form TD1, Personal Tax Credits Return.

1. At the Personal Tax Information page, from the Add/Change Personal Tax Information section, select Source Deductions Return (TP-1015.3-V) or Déclaration pour la retenue d'impôt (TP-1015.3).
2. In the More than one employer or payer at the same time section, indicate whether you have more than one employer:
   • If you do not have more than one employer, continue to the next section.
   • If you have more than one employer at the same time and you have already claimed personal tax credit amounts on another form, select the checkbox, and then continue to the end of the form.
3. In each section, for Lines 2 - 9, select the section header and enter the required details for each deduction you are claiming.
4. In the Personal tax credits (Line 10) field, confirm that the amount is correct and update your previous responses, if required.
5. If applicable, in the Additional income tax to be withheld field, enter an amount to be withheld each pay period.
6. If applicable, in the Deductions section, enter the appropriate deduction amounts for living in a prescribed northern zone or deductible support payments.
   Note Select the Full Instructions link to view complete details on the prescribed northern zone deduction requirements.
7. If applicable, select the I request exemption from withholding income tax option.
8. At the top of the page, select Next.
9. Review the completed form for accuracy.
   • If the form is accurate, select the checkbox to certify the form, and then select Sign & Save.
   • If you need to update the form, at the top of the page, select Back.