JULY 1, 2011 CANADIAN PAYROLL UPDATE The July 1, 2011 Canadian Payroll update can be performed in one of two ways it is your choice! Note: There is no need to wait until you have completed your final June 2011 payroll before applying this update. The Jonas system is date sensitive. It will process your payroll using the appropriate tax tables for the pay period you select. METHOD ONE: For versions 12.0, 12.1, and 12.2 only the first method of performing the update is by simply downloading the current Jonas Product Update and running it. If you are downloading a Product Update for the first time, please read the Install Instructions located below the list of available Product Updates. This will promote the successful completion of this process. METHOD TWO: For versions 11.9, 12.0, 12.1 and 12.2 if you don t wish to perform the Jonas Product Update, you can download the Payroll ONLY Update (July2011Payroll). This method ONLY applies the new payroll changes. Please note version 11.9 can only use this method. IMPORTANT - BEFORE YOU BEGIN If your company is currently running a version lower than version 12.0, please call Jonas Software at 1-800-352-6647 or 905-886-0544 to arrange for an upgrade CD. ENSURE THAT no one is accessing any component within the Jonas Payroll menus before starting the update. Page 1 of 6
PERFORMING THE UPDATE METHOD ONE Updating Payroll via the Jonas Product Update For version 12.0, 12.1, and 12.2 This method updates your Jonas software AND applies the new payroll changes. If you elect to use METHOD ONE by downloading a Product Update and you are unfamiliar with this process click on Step-By-Step Install Instructions to review the process. Follow the instructions in the Step-By-Step Install Instructions to apply the update. Note: The instructions state that you can perform the Jonas Update (v11.9 and v12.0) with users accessing Jonas. FOR THIS SPECIAL PAYROLL UPDATE ONLY ENSURE THAT NO ONE IS ACCESSING PAYROLL for the duration of this update. For users on the Jonas Advanced Release (v12.2), you will be required to have all Jonas users log out of the Jonas application for the duration of the update. You can skip the following section and move to the section entitled VERIFY THAT YOUR JONAS PAYROLL HAS BEEN UPDATED. METHOD TWO Payroll ONLY Update For Versions 11.9, 12.0, 12.1, and 12.2 This method applies the new payroll changes ONLY. 1. From our Product Updates screen, select the link July2011Payroll Note: Depending upon your Internet Browser settings you may be warned about downloading malicious files or some other similar message. The Jonas update is verified as virus free using McAfee VirusScan software. Simply select YES (or the appropriate response to allow the download). 2. When you are prompted to SAVE FILE or RUN, always select the Save File button. The Save File button is located on the bottom right of the screen Page 2 of 6
METHOD TWO Payroll ONLY Update (cont.) 3. You will now be positioned in the Save screen. Select the Desktop icon, which is found on the left side of the display. You should now see Desktop at the top of the screen as the location where the update will be saved. 4. Now select the Save button on the bottom right of the screen. The download should now start (you should see a download screen indicating progress). 5. Once the download has completed select the CLOSE button on the download screen. You can also log out of the Jonas website and then close your Internet session if you d like. 6. Go to your Windows desktop and locate the newly created icon, which should have a description of July2011Payroll.exe (or very similar). THIS IS YOUR LAST CHANCE TO ENSURE THAT EVERYONE IS OUT OF PAYROLL! 7. Select the July2011Payroll.exe icon, select Run, and the update should commence. 8. A Jonas Welcome! screen will appear. Note: If the Welcome! screen does not appear, repeat steps 1 through 8. If the problem persists, please email Jonas at support@jonassoftware.com or call Jonas Software at 1-800-352-6647. 9. Click on the Next button. 10. A screen indicating that Installation Completed! should appear upon successful completion of the update (you should see this screen within a minute or two, maybe even seconds). Note: If you don t see the Installation Completed! screen or the message Unable to locate Jonas Software appears, LEAVE YOUR TERMINAL AS IS AND CALL US IMMEDIATELY at 1-800-352-6647. Page 3 of 6
VERIFY THAT YOUR JONAS PAYROLL HAS BEEN UPDATED Note: This step is ESSENTIAL. DO NOT IGNORE this step! Click on Explore to choose the network drive where Jonas resides (usually J: drive). Go to GJCWIN\PAYROLL and locate GJW18AJ.11. If you do not locate the program, go back to Step One. If the problem persists, please call Jonas Software at 1-800-352-6647 or 905-886-0544. WHAT S NEW IN PAYROLL FOR JULY 1, 2011? Federal Changes: There are no changes to the federal tax rates, income thresholds, or personal amount required for the July 1, 2011 Payroll Update. Canada Pension Plan (CPP) and Employment Insurance (EI) There are no changes to CPP or EI for July 1, 2011 Page 4 of 6
Provincial and Territorial Changes: Changes announced in recent 2011 Provincial Budgets influence only Manitoba, New Brunswick, Nova Scotia, and Saskatchewan. All other provinces have no changes to provincial/territorial tax rates or other areas relating to payroll. 2011 Provincial Budget Highlights Manitoba The Manitoba budget, tabled on April 12, 2011, announced that effective January 1, 2011, the province will increase the basic personal amount to $8,384 from $8,134. Since $8,134 has been used for employees for the first six months of this year, a basic personal amount of $8,634 will be applied for the remaining six months commencing with the first payroll in July. Effective July 1, 2011, the prorated amounts are as follows: The basic personal amount is revised to $8,634 (formerly $8,134). The spouse or common-law partner amount is revised to $8,634 (formerly $8,134). Nova Brunswick The New Brunswick Budget, tabled on March 22, 2011, announced that effective January 1, 2011, the province will increase the fourth income tax bracket to 14.3% from 12.7%. Since employees in this income tax bracket have been taxed at 12.7% for the first six months of this year, a tax rate of 15.9% will be applied for the remaining six months commencing with the first payroll in July. Effective July 1, 2011, the rates and tax brackets are as follows: 9.1% on income less than or equal to $37,150; 12.1% on income greater than $37,150, but less than or equal to $74,300; 12.4% on income greater than $74,300, but less than or equal to $120,796; and 15.9% (formerly 12.7%) on income greater than $120,796. Nova Scotia The Nova Scotia budget, tabled on April 5, 2011, announced that effective January 1, 2011, the province will increase the basic personal amount to $8,481 from $8,231. Since $8,231 has been used for employees for the first six months of this year, a basic personal amount of $8,731 will be applied for the remaining six months commencing with the first payroll in July. Effective July 1, 2011, the prorated amounts are as follows: The basic personal amount is revised to $8,731 (formerly $8,231). The spouse or common-law partner amount is revised to $7,413 (formerly $6,989). Page 5 of 6
Saskatchewan In the provincial Budget 2011 of April 18, 2011, changes were announced to the provincial personal tax credits. Effective July 1, 2011: The basic personal amount is revised to $14,535 (formerly $13,535); The spouse or common-law partner amount is revised to $14,535 (formerly $13,535); The child amount is revised to $5,514 (formerly $5,014). For Additional Information: Visit the Canada Revenue Agency (CRA) website http://www.cra-arc.gc.ca/tx/bsnss/tpcs/pyrll/t4127/frmls-eng.html Page 6 of 6