Tax Agency Configuration

Nmbr uses Remittance Accounts for managing and reporting remittances across various external entities. This includes remittances that are managed by Nmbr, as well as those that are managed outside of Nmbr but still need to be tracked for payroll processing and reporting purposes. Every Business Entity needs at least one CRA Remittance Account, and businesses with employees working in Quebec also need an RQ account. These accounts represent where statutory withholdings — income tax, CPP/QPP, EI/QPIP — are remitted on the employer’s behalf. For a full breakdown of what gets remitted to each agency, see the Deductions & Remittances guide. This guide covers creating and configuring these accounts, how Work Assignments are enrolled into them, and the payroll warnings that surface when configuration is incomplete.

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Managing Remittance Accounts

Each Business Entity can have multiple accounts for each tax agency — for example, a business with multiple divisions might have separate CRA accounts for each division’s payroll. However, each account must have a unique account_identifier within the same Business Entity and provider. When creating a CRA or RQ Remittance Account, the account_provider field must be set to either ca_cra or ca_rq. The category is automatically derived from the provider — both CRA and RQ accounts are assigned the ca_tax_agency category. The account_identifier is optional at creation time but must be set before Payrolls can be approved.

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Account Identifier Formats

Each agency has a specific identifier format:

• CRA: 9 digits + RP + 4 digits (e.g. 123456789RP0001)
• RQ: 10 digits + RS + 4 digits (e.g. 1234567890RS0001)

The identifier must be unique per Business Entity and provider combination.

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Updating a Remittance Account

The account_provider field cannot be changed after creation. The account_identifier and category fields become locked once the Remittance Account is no longer editable (i.e. it has been used on a non-draft payroll). You can check the is_editable field on the Remittance Account to determine whether these fields can be modified. The label field can always be updated.

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Account Metadata

Some Remittance Accounts capture extra data points specific to their category, returned in the account’s metadata field. The available fields depend on the category:

• Workers’ compensation accounts can capture last_payment_amount, which Nmbr uses to enable automated remittance for select providers. See the Workers Compensation Board (WCB) guide.

CRA and RQ tax-agency accounts capture no category-specific metadata, so their metadata is null.

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Remitter Type

Every CRA and RQ Remittance Account needs a remitter type to determine when remittance payments are due and how they are reported. The CRA assigns a remitter type to each business based on its average monthly withholding amount (AMWA). The possible values are:

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Setting the Remitter Type

The remitter type can be set in two places:

1. On the Business Entity — applies as a default to all CRA and RQ Remittance Accounts under that Business Entity.
2. On the Remittance Account — overrides the Business Entity default for that specific account.

When processing payments, Nmbr uses the Remittance Account’s remitter_type if set, otherwise falls back to the Business Entity’s remitter_type. If neither is set, payroll approval will be blocked with a remitter_type_not_provided warning. For most businesses, setting the remitter type on the Business Entity is sufficient — all CRA and RQ accounts will inherit the same value. Per-account overrides are available for cases where an account needs a different remitter type. To set the remitter type on a Remittance Account, include the remitter_type field when creating or updating the account.

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Auto-Enrollment

When a Remittance Account is the only account of its provider type for a Business Entity, Nmbr automatically enrolls Work Assignments into it. This covers the common case where a business has a single CRA account and/or a single RQ account.

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CRA Auto-Enrollment

When a CRA Remittance Account is created and it is the only CRA account for the Business Entity, all existing Work Assignments belonging to that Business Entity are automatically enrolled. Similarly, when a new Work Assignment is created and the Business Entity has exactly one CRA account, the Work Assignment is automatically enrolled into it.

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RQ Auto-Enrollment

RQ auto-enrollment follows the same logic but only applies to Work Assignments with a Quebec province of employment — either set explicitly on the Work Assignment or inherited from the Business Entity. When an RQ Remittance Account is created and it is the only RQ account for the Business Entity, all eligible Quebec Work Assignments are automatically enrolled. New Quebec Work Assignments are also auto-enrolled if exactly one RQ account exists.

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When Auto-Enrollment Does Not Apply

Auto-enrollment is skipped when a Business Entity has more than one account for the same provider. In this case, you must manually enroll Work Assignments using the enrollment endpoints described below.

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Managing Enrollments

Manual enrollment is required when a Business Entity has multiple accounts for the same provider — for example, two CRA Remittance Accounts for different divisions.

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Creating an Enrollment

Use Remittance Account Enrollments to enroll a Work Assignment into a Remittance Account. Each enrollment has an effective_from date and an optional effective_to. The Remittance Account and Work Assignment must belong to the same Business Entity, and only ca_cra and ca_rq accounts support enrollments. Enrollments for the same Work Assignment and provider cannot overlap. If a conflict exists, pass overlap_strategy: "replace_existing" to automatically resolve overlaps instead of returning a validation error. Existing enrollments that started before the new effective_from are ended (their effective_to is set to the day before), and overlapping enrollments that start on or after the new effective_from are deleted.

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Bulk Creating Enrollments

Use Bulk Operations to enroll multiple Work Assignments at once. Rather than specifying individual Work Assignments, you provide a business_entity_id and use the work_assignments field to query which ones to enroll — for example, all Work Assignments, or only those on a specific Pay Schedule. All selected Work Assignments receive the same Remittance Account and effective dates.

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Payroll Warnings

Nmbr surfaces warnings on payrolls when Remittance Account configuration is incomplete. These warnings block payroll approval until resolved.

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Missing Enrollment

The warnings missing_cra_remittance_account_enrollment and missing_rq_remittance_account_enrollment appear when a Pay Stub has no active enrollment for the pay period. This typically means the Work Assignment was never enrolled, or the enrollment’s effective dates don’t cover the payroll period. To resolve, create an enrollment for the affected Work Assignment. If the Business Entity has only one account of that provider type, the enrollment may have been inadvertently removed.

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Missing Identifier

The warnings missing_cra_remittance_account_identifier and missing_rq_remittance_account_identifier appear when a Remittance Account used on the payroll has no account_identifier set. To resolve, update the Remittance Account with the correct identifier.