From the Payroll screen, select the Maintenance menu and then Taxes.
Note: If desired, to access the Tax File from Negotiations (if applicable), select the Payroll menu from the Negotiations screen and then Taxes.
At the Taxes screen, enter the ID of the tax to change in the Tax ID field. If the ID is not known, click the down-arrow button or the Find button to select the correct one.
Make the desired changes to the tax.
The Tax Type field is disabled and cannot be changed for an existing tax.
The State/Province field and City field are disabled and cannot be changed for an existing tax, if applicable.
To change the rates for the tax, click the Tax Table tab and then enter the desired year for which to change the rate information in the Tax Year field. Use the yyyy format, or click the down-arrow button to select the correct year. Also, if needed, enter the name of the table to edit in the Tax Table field, or click the down-arrow button to select the correct one. Remember to use (enter) the annual amounts or annual table rates for the tax as the system annualizes the tax calculations.
Note: If the rates for the particular year have not been entered, a prompt will appear asking to copy the most recent year’s rates; click Yes to copy the rates from the specified year or No to enter the rates manually.
Tip: For detailed instructions on adding the rate information for a tax, refer to Step 5 of the Adding a Tax topic.
To delete the rates for a particular year for the tax, click the Tax Table tab and then enter the desired year for which to delete the rates in the Tax Year field. Use the yyyy format, or click the down-arrow button to select the correct year. Also, if needed, enter the name of the table to delete in the Tax Table field, or click the down-arrow button to select the correct one. Once the rates to delete are displayed on the screen, click the Delete button; when prompted to delete the record, click Yes.
After all the changes have been made, click the Save button.
If the ID for the tax was changed, a prompt will appear verifying whether or not to change the ID. To change the ID for the tax, click the Change button. To not change the ID and revert to use the original ID, click the Revert to Original button.
If any pay codes or deductions in the Cross References List were selected (or unselected), the system will prompt to add (or remove) the cross reference for the tax and the specified pay code or deduction for all employees. To add (or remove) the cross reference to all employees, click Yes; otherwise, click No. Click Yes to All to add (or remove) all the selected cross references to all employees or click No to All to not add (or remove) all the selected cross references to all employees.
If the supplemental rate is selected (or unselected) for a pay code (only applicable for FIT and SIT) by clicking the box under the Supplemental Rate column located to the right of the pay code ID and description in the Cross References List, the system will prompt to change the supplemental rate selection for the tax and pay code for all employees. To change the supplemental selection for all employees, click Yes; otherwise, click No. Click Yes to All to change the supplemental selection for all employees along with any other cross reference changes for all employees or click No to All to not change the supplemental rate selection and also any other cross reference changes.
Note: This prompt will not appear if Yes to All or No to All was selected in the previous step.