Your CRA business details drive how RoostPay calculates and routes payroll remittances. This article shows where to review and update them in Settings.
1. Open Household settings
- Go to Settings, then select Household from the sidebar.
- Under CRA Account Details, you’ll see the note: “This information is used to process payroll and ensure remittances are applied to the correct CRA account.”
2. Update your CRA business details
- Tap Edit on the CRA Account Details card.
- Update your CRA business number and your Legal name (business or household) — this name is used on pay stubs and legal documents related to your employees and the CRA.
- Tap Save.
Note: Both fields are required. If either is left blank, RoostPay shows "Legal name and CRA business number are required" and won't save your changes.
If your household has a linked co-employer, these CRA details are shared across both accounts — updating them here updates them for your partner too.
3. Household display name
Just below CRA Account Details, the Household display name card lets you set a friendly label (like “The Smiths”) shown only inside the app — it does not appear on contracts or legal documents. Tap Edit, update the Household name, and tap Save.
4. Payroll & tax settings
Go to Settings, then select Payroll & Tax for settings related to how remittances are funded and processed:
- Payroll auto-approve — lets RoostPay automatically approve eligible shifts and expenses and submit payroll after each pay period, instead of waiting for your manual confirmation each time.
- Plaid connection and Direct deposit — for connecting the bank account used for payroll withdrawals and remittances (coming soon).
- TD1 forms — your employee’s tax forms, which affect how much is withheld and remitted on their behalf.