Turning off state withholding for multiple states

unavailable in ajeraCore unless you have the Payroll add-on

When you turn off state withholding for multiple states, Ajera does the following for each employee ( > Setup > Employees > Payroll Taxes tab):

• It inactivates all the additional states and taxes you set up.
• It retains the state you entered in the Home State field.
• In the Work State field, it automatically enters the state you had entered in the Default Work State field.

You cannot turn off state withholding for multiple states if you have a payroll that includes processed or preliminary paychecks.

Note:

Turn off state withholding for multiple states only at the beginning of a new year. In this way, your withholding is performed in a consistent manner and it is easier to verify its accuracy.

Step 1: Turn off state withholding for multiple states

1. From the > Setup menu, click Company > Preferences.

2. Click the Payroll tab.
3. Clear the Allow state taxes from multiple states on one paycheck check box.
4. Click Save.

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Step 2: Review settings for each employee

For each employee, review the state withholding and make changes as needed.

1. Select > Setup > Employees.
2. Double-click the employee whose state withholding you need to review.
3. Select the Payroll Taxes tab.
4. Review the information for the home state, work state, and filing status to ensure they are correct.
5. Review the taxes in the Additional Taxes table and add, change, or delete them, as needed.
6. Click Save.