Employee Taxes

Found in Employee Management

Information regarding the employee's taxes is input here. Tax and taxable wage data is stored at the paycheck level. As a result, all employee and employer taxes that the employee is considered for will be displayed in this tab. Only taxes setup on the company level can be assigned to the employee. Contact your payroll provider to add new or modify your current payroll set up. 

The function of adding a new employee will automatically add the employee's tax codes. Normally, you will only have to make tax adjustments (status changes, additional taxes, etc.) here.

Use the pinwheel next to taxes to view, edit, delete or stop employee taxes

Federal income taxes should be the only taxes

Filing Status - To make status changes such as Single to Married, use the appropriate drop downs and fill in the exemptions box. Only status codes available for each particular tax are seen in the drop-down.

Additional Amounts - input the appropriate flat amount or percentage amount to be taken on each paycheck.

Start/End Dates - Typically you do not want to alter these date fields. When you add a new employee the start date will populate the next check date. the end date will populate with 12/31/2100 or forever (until its changed.) Any check dates entered between the start and the end dates will calculate taxes. If the check date is not within the range, taxes will not calculate which is why you should be very careful when modifying dates.

NOTE: Always verify the start/end dates when adding a new tax code.

Override Amounts/Percentages: If an employee has elected to add an additional amount or percentage to their federal or state income tax enter the additional amount in the Flat $ box or the additional percentage in the Percentage box and leave the Override button blank.

If an employee has elected to withhold a set percentage or amount enter the amounts in the applicable filed and check the override button