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hello everyone this is amin and we are here today to explain how the payroll templates work so it's very simple you have four tabs at the bottom so you have the guide you have the data where you input the apparel information you have the payroll tab which is actually the payroll slip to be printed and you have the params tab which is the parameters you set up uh going forward in future years to change some rates and brackets etc so uh we start with the guide so uh it's very simple i'm just re explaining actually what i'm um i'm doing now in this video um so we just explained tab by tab but it does so you have the guide the data tab uh the payroll which i'm going to go through uh one by one in this video uh the parameters tab and then it's explained how to prepare the payroll so information to key what fields you should be key in what are the formula based uh fields that you shouldn't be touching because it's just auto calculations and then it's explained um so each field and how the calculations are being done then you have the parameters that you will be updating uh like each year so that this tool uh does like accurate calculations from a year to another so so this is the guide um [Music] so now we move on to the data tab so as you can see it's a simple table uh yes it has a lot of columns but most of them are calculated it's set up as you can see like there's 24 lines the pay is semi-monthly so you have 24 pays within a year they all have a unique id from 1 to 24 and this is like important numbers they should be unique and they'll explain why when we move on to the payroll tab because each pay is referred to by its number and so uh shouldn't be shouldn't have two pays that have the same number actually that's why it should be unique so for each one of them uh so you have your pay number that you want to display so basically the month and the year if you want all uh that can be changed and you can you can change all the information uh on these uh green columns actually green means uh uh it's okay to change edit uh when it's gray um it means that the column is formula based so it's calculation being done by uh excel to calculate each category provincial tax for example or federal tax [Music] so how it works is uh you have 24 page you can update again there when it begins each one when it ends like the period when it is paid uh what is the advice date what is the advice number what is the patch number and the hours worked during that period uh the rates that the employees paid uh if there is any error speed deduction uh and if there is any bonus paid during that period um so up to to here the rest is all the key and if that employee's paying insurance could be a percentage of the gross amounts uh or it could be like a fixed amount so like life health dental insurance and long-term disability which we refer to as ltd um everything else is calculated so it starts in from the gross amount which is basically the number of hours multiplied by the rate and you add to it any bond is paid during that period then aside from this i all you need to key is the insurances again if there is any and error speed deduction like if you that employee again is having a resp deducted on each pay you should add the tier and again if it's maybe paid a bonus you add this so the rest it calculates the growth amounts uh calculates also the uh rsp year to date like if uh he's paying i don't know hundred dollar per pay up to the i don't know the 10th paid and you would see a thousand dollar for example here that he paid 100 dollars 10 times the bonus and what is the bond is paid up to now so you can see an example here this has got no bonus but up to pay number 16 3 000 then it will display 3 000 from there up to any bonus again he's been paid and it's going to aggregate the tool also calculates the federal and provincial taxes based on uh brackets that are in the parameters tab which i'll show you um the rest is just federal tax again year-to-date it's just accumulations of these and provincial tax which is the same again as calculate based on the brackets in the parameters and then the provincial tax share today it is just being added up employment insurance qpp and qpip these are all quebec provence deductions so you have the you can see the specific name so you have employee employment insurance you have the qpip which is quebec parental insurance plan and you have the quebec pension plan for the qpp so then back to the data tab it just calculates the rates that the employees should be paying up to a certain max amounts because quebec provence would put annual maximum amounts and every employee should be paying shouldn't exceed that so it will be the tool will be calculating that rate for each pay and then verifying with the max annual amount and if it's below that amount it will deduct that uh amount insurance employment here in point insurance for example if it's uh uh equal to the max amount then employees shouldn't be paying anything moving forward so it will start putting zeros actually and not not adding any uh any amounts so same here for the uh qpp and again the qpip so if we can do a quick example let's put in here hours like this employee has worked at all all 24 pages all year and you would see here calculation that employment insurance so he's paying like a rate um and up to here is no longer paying because at this pay here pay number 19 the tool calculated that employee based on the last uh like the year two days employment insurance he paid on the previous pay he should be paying only 21.56 to reach the max which is again we go back here 723 and sixty dollars that's the maximum you should be paying for the year so once he's close to reaching it tools calculates reaches the max from there onward that is he's not paying anything and you can see because he has reached the max for all this space now and it's similar for the qpp and for the qpip so qpp you can see the max is here he reached again same pay number 19 3 7 7 6 and 10 go here this is here and q pip it's 434.72 you can see he never reached that throughout the 24 page so that's why it's not he's still paying up to the 24th pay um again uh tool calculation the year two days again aggregations the uh the qpp or two dates the employment insurance here to date then you have all the insurances your two dates here then [Music] it's again the same thing european insurance life health etc and these columns would calculate just the year-to-date numbers the net pay is a simple calculation again it's just gross amounts calculated and it removes all deduction like removes errorsp removes the bonus removes the federal tax provincial tax insurance employment qp pp cupid and again all insurances one by one and then you get the net pay last column is to calculate the net pay paid year to date uh for up to each payroll so i adjust aggregation of each net pay so this all this information in here is dynamically reflected on this payroll slip so by dynamic i mean there is a field in here that is hidden it's cell l pen and you click on it and you will have a drop down list where you can select the pay number you can see it goes from 1 to 24. so if i go to the first one you see that the period here is changing to let's switch quickly to 5 so it's dynamically changed so if i go back to period number one or pay number one so it starts january one and period ends january 15 that's what i have here if i change and update all the information here in this line uh it will be reflected in here again based on what i have on that line and everything on this tab or payroll slip is dynamically changing based on the pay id you're going to select if i select for example it's pay 20 let's say the employee work at hundred hours that's pair number 20. i go to the payroll and i go to cell number l10 i select pay number 20 and you see here the number changed to 100 and all the information here is the information on that line of pay number 20. you can see the year-to-date paid uh the gross amounts uh the deductions etc so the net amount everything defaults to that pay even the pay date is here october 31st you have it here the advice date um [Music] so everything the net page here is the same as here so everything is is defaulting to that line so all you have to do in here is basically select what pay you are gonna print for that employee the hard data is keyed on this data tab and it's here where you can update and change uh payrolls now onto the parameters tab as explained this is the key information that you will need to update your per year these two tabs are the main important one so uh the one in the middle i just use it for these two here these two numbers are what's being found on the payslip like exemptions um so these max amounts uh to be paid per employee and the rates actually of the area sorry so these two here are the important ones i'm gonna just highlight red so you can see it so you have the rates that are applied to each payroll for the employee you have the max amount that you shouldn't be exceeding uh per year so these two are key to update every year so you go to the revenue quebec website and look for these rates and amounts and update them year after year the others are numbers for the employer that he should be paying to quebec government on behalf of this like for this employee so there is rates for the employer and rates for the employees so this is good information to have so i i felt i should add this here the other table is simply the 2022 tax brackets both federal and quebec provence taxes so the tool what it does is it calculates the annual income of that employee based on each payroll like gross amounts basically checking what is the annual income that employee should should have like based on calculation uh and it will uh round that amount to the like uh for example uh to to match one of these uh amounts in here and find what is the deduction so if if we found for example this employees um annual income based on payroll calculation should be 103 000 so the tool would go to the uh the first one that's uh close to the hundred and three thousand so this is the hundred thousand one so for federal government it should be employees should be paying this amount but this is a year uh tax so this divided by 24 and for provincial should be paying this divided by 24. this is quebec one and then you have a 3000 that is not included here so the tool would take the difference between this and the annual income let's say we in our example his income is hundred and three thousand so the difference is three thousand so that three uh the tool is going to apply the marginal uh rates which are these two here so for federal government he would be paying 21.35 of that 3 000 and for quebec government you would be paying 24 multiplied by that 3 000 but again divided by 24 because um uh to match the payroll deduction and it's a semi-monthly uh calendar um so this is it uh it's it's it's not that complex uh super simple to move on from payroll to payroll again uh super key to remember this is the field to change it um other than that well any questions then feel free to to reach me for help thank you you