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Using the Help Search

Taxes Subtask

Use this subtask to establish payroll tax and pay cycle information.

You must set up this subtask to enable the proper calculation of payroll and withholding taxes.

This screen has two tabs:

Federal: Use this tab to enter detailed tax withholding and credit information.
State: Use this tab to establish SUTA reporting information. Use this tab if you are using the Create Quarterly SUTA Tax File screen to report quarterly information for the states of applicable states.

Tax Details

Field	Description
Pay Cycle	If you specify a Default Pay Cycle on the Configure Payroll Settings screen, that code defaults into this field. If you did not specify a Default Pay Cycle, enter the four-character alphanumeric pay cycle code that is assigned to this employee, or click to select the code. See the Manage Pay Periods screen for more information about pay cycle codes.
Tax Service Group ID	Enter, or click to select, the Tax Service Group ID to which the employee is assigned. Use this field to group the employee for tax reporting purposes. This field is enabled if you select Tax Service Group ID as the Tax Service Grouping Method on the Configure Payroll Tax Interface Setting screen. If you change the value in this field and you need to apply the change to past paychecks, use the Recompute Taxable Wages screen to update the Tax Service Group ID that was assigned to past paychecks.
Retirement Plan Covered	If this employee is covered under a retirement plan for W-2 reporting purposes, select this check box.
Nonresident Alien	Select this check box to indicate that this employee is a nonresident alien. The Compute Payroll process uses this setting to determine whether the Nonresident Alien Additional Amount in the Manage Federal Taxes screen is added to the nonresident alien's wages to calculate the federal income tax withholding for each payroll period. (The amount is added only for this calculation.) If you select this check box: The Disable ESS W-4 check box defaults to selected. The number of federal exemptions defaults to 1. The federal Filing Status defaults to Single. You can edit all of these default values.

Subtasks

Subtask	Description
Multi-State Taxes	Click this link to open the Multi-State Taxes subtask for the current record. The availability of this subtask is contingent upon the pay cycle that is associated with the employee. If the EnableMulti-State Tax Withholding check box is selected on the Manage Pay Periods screen and the pay cycle is associated with the employee record, this subtask is enabled.
Local Taxes	Click this link to enter proper information to ensure proper withholding of payroll taxes for employees as indicated by their local withholding forms.

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Taxes Subtask

Use this subtask to establish payroll tax and pay cycle information.

You must set up this subtask to enable the proper calculation of payroll and withholding taxes.

This screen has two tabs:

Federal: Use this tab to enter detailed tax withholding and credit information.
State: Use this tab to establish SUTA reporting information. Use this tab if you are using the Create Quarterly SUTA Tax File screen to report quarterly information for the states of applicable states.

Tax Details

Field	Description
Pay Cycle	If you specify a Default Pay Cycle on the Configure Payroll Settings screen, that code defaults into this field. If you did not specify a Default Pay Cycle, enter the four-character alphanumeric pay cycle code that is assigned to this employee, or click to select the code. See the Manage Pay Periods screen for more information about pay cycle codes.
Tax Service Group ID	Enter, or click to select, the Tax Service Group ID to which the employee is assigned. Use this field to group the employee for tax reporting purposes. This field is enabled if you select Tax Service Group ID as the Tax Service Grouping Method on the Configure Payroll Tax Interface Setting screen. If you change the value in this field and you need to apply the change to past paychecks, use the Recompute Taxable Wages screen to update the Tax Service Group ID that was assigned to past paychecks.
Retirement Plan Covered	If this employee is covered under a retirement plan for W-2 reporting purposes, select this check box.
Nonresident Alien	Select this check box to indicate that this employee is a nonresident alien. The Compute Payroll process uses this setting to determine whether the Nonresident Alien Additional Amount in the Manage Federal Taxes screen is added to the nonresident alien's wages to calculate the federal income tax withholding for each payroll period. (The amount is added only for this calculation.) If you select this check box: The Disable ESS W-4 check box defaults to selected. The number of federal exemptions defaults to 1. The federal Filing Status defaults to Single. You can edit all of these default values.

Subtasks

Subtask	Description
Multi-State Taxes	Click this link to open the Multi-State Taxes subtask for the current record. The availability of this subtask is contingent upon the pay cycle that is associated with the employee. If the EnableMulti-State Tax Withholding check box is selected on the Manage Pay Periods screen and the pay cycle is associated with the employee record, this subtask is enabled.
Local Taxes	Click this link to enter proper information to ensure proper withholding of payroll taxes for employees as indicated by their local withholding forms.