Edit an Employee Local Tax

 

  1. Go to Company > Employees > Employee's Name whose information you want to edit or start typing their name in the Smart Search bar.
  1. Hover over Payroll Setup, on the menu bar, and click on Tax Details. You are taken to that page with the section expanded.
  1. Click on View/Edit next to the tax you wish to edit, the Employee Taxes dialog comes up.

Image of the Employee Tax table that shows all the taxes added to the employee, as well as the Add New Tax, View/Edit, and Delete buttons. The columns in the table are: tax code, filing status, primary exemptions, additional exemptions, additional flat amount, additional percentage, start date, end date.

  1. Edit the information as needed.

Note: Depending on the tax you select, the menu looks different.

  • Filing Status - Code used to identify the employee's residency and marital status. Not available for many taxes.
  • Start Date -The start date of the tax. Start Date and End Date are based on check date. Tax will be calculated for any check dates that fall in the range of the start date and end dates. Any checks that fall outside the start date and end date range will not have the tax calculated.
  • End Date - Date in which the tax type is no longer valid. To have the tax type continue indefinitely, enter an end date with the year 2100.
  • Primary Tax - check box indicating whether this tax is a primary.
  • Reciprocity - Drop-down menu that determines how reciprocity is performed. Reciprocity is an agreement between two states that allows residents of one state to request exemption from another. The options are:
  • Addl/Fixed—Withhold fixed or addl taxes.
  • Both—Withhold both taxes.
  • Diff—Withhold difference of calculated taxes.
  • Yes—Withhold different of calculated taxes.
  • Percent of Gross - Percentage of gross income that gets taxed.

Image of the View/Edit dialog for a Local Tax, the fields are: Filing Status, Start Date, End Date, Primary Tax, Reciprocity, Percent Gross. As well as buttons: Save and Close and Cancel.

  1. Click Save and Close to make your changes permanent.

 

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