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Field List

Federal and State Taxes

Update Tax for All Employees

Changing or Deleting a Tax

To change tax information that's already assigned on existing employee records, use the Update Tax for All Employees window. This window applies your modifications to all employees to whom the tax has been assigned. The system uses the information the next time you process payroll or create a timecard.

Note: If you want to delete several tax records at once, you can use the Delete Inactive Records window.

Before you start

  • Before adding or changing tax information, make sure you understand the impact the tax settings have on payroll processing.
  • Before you modify a tax, 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 Level field and the Base Earnings or Base Deductions Include fields.
  • Before you delete a tax, ensure that:
    • The tax is not assigned to any of your employees.
    • The tax is not referenced in any of your years of retained payroll history.

To change or delete a tax

  1. Open Payroll > Payroll Setup >Federal and State Taxes.
  2. In the Tax field, click the Finder icon or use the field's navigation buttons to choose a tax. Or, type the tax code and press Tab on your keyboard.
  3. To modify the tax, edit the fields that can be changed, and click Save.
  4. To delete the tax, click Delete.

After changing a tax

  • Review the taxes you changed to verify that they are correct and complete.
  • On the File menu of the window, choose Print, or from Payroll Setup Reports, choose the Tax Profiles report.