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Change or Delete a Tax Record

Local/Other Tax Codes window

Update Tax for All Employees form

Update a Supported Local Tax

Use this information to update supported local tax information to use as default information for future (new) employees. (Supported local taxes are those listed in the tax repository.)

For example, you may need to change tax compliance information for a particular tax following a quarterly tax update.

To change tax information that is already assigned on existing employee records, use the Update Taxes for All Employees window. This window applies your modifications to all employees to whom the tax has been assigned. The system will use the information the next time you process timecards.

Before you start

  • Before changing tax information, make sure you understand the impact the tax settings have on payroll processing.

  • If tax compliance information has changed (in the local.xml file) since the last tax update, on the Local and Other Custom Tax form, click the Install Repository button to refresh your company's local tax repository.

Note that:

  • If you modify the G/L accounts associated with a particular distribution code, the changes you make affect the posting of the employee tax for all employees assigned that distribution code.

  • Changes you make to tax fields that cannot be overridden at the employee level also affect the employee tax. Examples of such fields would be the Base Wage Multiplier and Surtax Multiplier fields; annual and period minimums and maximums; and the Base Hours, Base Earnings, and Base Deductions Include boxes.

To update a local tax

  1. Open Payroll > Payroll Setup > Local and Other Custom Tax.

  2. In the Tax field, use the Finder or the field's navigation buttons to select a local tax. Or, type the tax code, and then press Tab on the keyboard.

  1. If you are updating a tax record following a tax update, or if you want to restore tax information from the local tax repository, click Update.

  2. Edit the fields that can be changed, as required, and then click Save.

Click here for help with the Taxes fields.

On an existing tax record, even if the tax is not assigned to any employees, you cannot edit certain fields (click for details). To change one of these fields, you must delete the tax, and then enter its information again.

You cannot edit the following fields:

  • Tax (Code)

  • Employee Calculation Method

  • Employer Calculation Method

  • Minimum and Maximum Based On

After changing a tax

  • Print a listing of taxes you change, to verify that they are correct and complete:

  • On the File menu of the form, choose Print.

    Or

  • From the Payroll Setup Reports folder, choose Tax Profiles.