Costpoint Online Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
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    Ex.system + administration
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    Ex.system administration
For more information:Searching Online Help

Payroll Tax Interface Overview

As of July 2013, Costpoint will no longer create a tax file that is specific only to Ceridian Tax Services (CTS).

For tax reporting purposes, Costpoint now provides a Payroll Tax interface which you can use to create a tax file that includes federal, state, and local tax data on a periodic, quarterly, and annual basis. The generated tax file can be submitted to your payroll tax service provider. This tax file will also be supported by CTS.

To create a tax file, you must first go to the Configure Payroll Tax Export Settings screen and establish the rules for the information that will be included in the export file. After setting up the data preferences, use the Export Payroll Taxes screen to generate a periodic, quarterly, or annual tax file.

You must use this interface in conjunction with Costpoint Payroll.