Local Tax Codes

Before generating reports, ensure that you set up valid local tax codes.

Set Up Local Tax Codes

1. On the application start page, select Menu, then Human Resources, then Reference Tables, and choose Local Tax Codes (under Payroll). 

2. Specify the search criteria to find the required tax codes. 

3. Click Find.

4. To add a record, click Add New. Specify valid information in the required fields and click OK. 

5. You can edit or delete records:

   • To edit, double-click the relevant record.

   • To delete a record, click Delete. Click Yes.

6. On the navigation bar, click Tax Detail.

7. Specify the Earnings, Tax Amount, and Tax Percent.

8. Click Insert Row to add a new record. Repeat Step 7.

9. Click OK.

10. On the navigation bar, click Credits.

11. Specify the Credits.

12. Click Insert Row to add a new record. Repeat Step 11.

13. Click OK.

14. Click OK.

Set Up Future Local Tax Codes

1. On the application start page, select Menu, then Human Resources, then Reference Tables, and choose Local Tax Codes (under Future Changes). 

2. Specify the search criteria to find the required tax codes. 

3. Click Find.

4. To add a record, click Add New. Specify valid information in the required fields and click OK. 

5. You can edit or delete records:

   • To edit, double-click the relevant record.

   • To delete a record, click Delete. Click Yes.

6. On the navigation bar, click Tax Detail.

7. Specify the Earnings, Tax Amount, and Tax Percent.

8. Click Insert Row to add a new record. Repeat Step 7.

9. Click OK.

10. On the navigation bar, click Credits.

11. Specify the Credits.

12. Click Insert Row to add a new record. Repeat Step 11.

13. Click OK.

14. Click Post and select an Effective Date.

15. Click OK.

16. Click Yes.