Contents of the User Defined Tax Locales Form

Use the grid to create new state or local tax locale definitions.

Locale Grid

Field Description
Locale Drop-down

Click the drop-down arrow on a grid header to complete any of the following actions:

  • To print grid data, click Print. On the Print Preview form, click File > Print to send the grid data to your default printer.
  • To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally.
  • To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display.

Not all options are available on all grids.

Insert Click this option to add a state or local locale to the Locale grid. The locale that you create will be available from the drop-down list in the Locale field on the Payroll Withholding Setup form.

Generate a Payroll Locale List report to view a list of all standard and/or user-defined locales available in Vision. Standard locales have a Locale Type of System on the report. User-defined locales have a Locale Type of User-Defined.

Copy Select a locale in the grid and click this option to copy that locale. Edit the copied locale to create a new locale.
Delete Select a locale in the grid and click this option to remove the locale from the grid and from the options available in the Locale field of the Payroll Withholding Setup form. You cannot delete locales that are in use by a withholding code defined on the Payroll Withholding Setup form.
Locale Enter a code for the locale.
Description Enter a description for the locale. This description displays on the Payroll Locale List.
Tax Type Code From the drop-down list for this field, select the type, such as City Income Tax.