About the Payroll Employees Tax Info window

On the Taxes tab of the Payroll Employees window, when you choose a tax and click the Tax Info... button (or press F9), the Tax Information window opens.

Use the window to enter tax information for the employee. For federal and most state income taxes, enter the employee's filing status, number of exemptions, and other information from the employee's exemption certificate (Form W-4 or equivalent form).

The fields available for entry on the Tax Information window vary, according to the tax you select. For example, in the case of USFIT (US Federal Income Tax), you should enter in the table:

Sage 300 Payroll uses this information to calculate federal and state taxes, as well as populate Year-End forms.

Since taxing authorities change their requirements from time to time, the Tax Information window uses the current tax update to enable you to enter appropriate information about the employee.

Buttons on the window

Save. Saves your changes to the employee record.
New. Lets you add (assign) a tax to the employee. Click the New button to clear the fields, select a tax, complete the fields as necessary, and click the Add button (displayed after you click the New button).
Delete. Removes (unassigns) the selected tax from the employee’s record.
Close. Closes the Tax Information window.