Tax Maintenance

Form ID: (PR208000)

By using this form, you can do the following:

Fetch tax information to the system by downloading the latest details from the Symmetry tax engine
Specify default GL accounts to be used to record tax related transactions
Assign the vendor ID, for which a liability (and a subsequent Accounts Payable invoice) will be created for this tax
Assign the relevant taxes to employees based on their addresses and work locations

Form Toolbar

The form toolbar includes standard and form-specific buttons and commands. For the list of standard buttons, see Form Toolbar and More Menu. The form-specific commands are listed in the following table.


Button	Description
Update Taxes	Updates the tax information in the system by downloading the latest details from the Symmetry tax engine, and creates tax codes related to all employee addresses and work locations stored in the system. As a result, the Tax Codes tab on this form becomes populated with data.
Assign Taxes to Employees	Assigns the relevant taxes to employees based on their addresses and work locations specified on the General tab of the Employee Payroll Settings (PR203000) form.

Tax Codes Tab

On this tab, a list of all tax codes related to all employee addresses and work locations stored in the system is displayed in the Tax Codes table. In the row of each tax code whose settings need to be updated, a warning or an error icon will be displayed, depending on whether the setting is marked as required. In the Tax Settings table, the settings of the tax code selected in the Tax Codes table are displayed.

Table 1. Tax Codes Table Toolbar
The table toolbar includes standard buttons and buttons that are specific to this table. For the list of standard buttons, see Table Toolbar. The table-specific buttons are listed below.
Button	Description
Tax Details	Opens the Tax Details dialog box, which displays the details of the selected tax.

Table 2. Tax Codes Table Columns
Column	Description
Code	The unique identifier of the tax. This code either represents a federal tax or is specific to a state or location. Thus, there would not be a tax code such as ST-WH (State Income Tax Withholding); something state-specific, such as AK-WH (Alaska State Income Tax Withholding), would be used instead.
Name	The description of the tax code.
Tax State	For federal jurisdiction taxes, the state is irrelevant, and for local jurisdiction taxes, a more specific location identifier in the form of the tax location code is required. This box is available and required for all state jurisdiction taxes.
Tax Category	The tax category, which determines whether the tax is on the employer (a liability only) or it is withheld from the employee’s paycheck (a deduction and a liability). The following options are available: Employer Contribution and Employee Withholding.
Vendor	The identifier of the entity to receive the tax liability payments for this tax. Only a vendor with the Vendor is Tax Agency check box selected on the Vendors (AP303000) form can be selected, although any valid vendor ID may be typed.
Invoice Description Source	The way the invoice description is generated. The following options are available: Code Code Name Code + Code Name Payment Date Payment Date + Code Payment Date + Code Name <Free Format Entry> If you select the <Free Format Entry> option, you also must specify the description manually. Click View Tax Details on the table toolbar, and in the Tax Details dialog, which opens, specify the description in the Vendor Invoice Description box.
Expense Account	An expense account used by default to record the taxes.
Expense Sub.	The corresponding subaccount used with the tax account. The column is displayed if the Subaccounts feature is enabled on the Enable/Disable Features (CS100000) form.
Liability Account	A liability account used to off-set the tax expense account.
Liability Sub.	The corresponding subaccount used with the liability account. The column is displayed if the Subaccounts feature is enabled on the Enable/Disable Features (CS100000) form.

Table 3. Tax Details Dialog Box
Element	Description
Vendor Invoice Description	The description for the vendor invoice. This box is available only if the <Free Format Entry> option is selected in the Invoice Description Source column of the Tax Codes table for the tax code.
Employer Govt. Tax ID	The specific government-issued identification code that the employer uses on tax returns and payments for this particular tax. Any previously entered employer government tax IDs on any other tax records are available so that you can copy the federal tax ID from one federal tax to another without having to retype it. This box is available only for state and local taxes.
Tax Engine Info section
Type	The specific type of tax with respect to the tax definitions in the Symmetry Tax Engine. The list of tax types available for selection is filtered based on the tax category selected above.
Tax Unique ID	A unique identifier that is generated when you click Update Taxes on the form toolbar; this ID is a combination of the particular tax type and its tax location code. Every payroll tax in the United States is represented as a unique identifier in this box. The population of this box, which is required for the Symmetry Tax Engine to properly calculate the associated payroll tax, serves as validation that the Tax Engine recognizes the setup on this form as a valid tax. In some cases, the tax engine may return more than one possibility to choose from (for instance, where there are a number of identical tax types within a small geographic area); in this case, the selector is populated with the available options, and you must select and save one of the unique IDs from the list.
Jurisdiction Level	The jurisdiction level. When you select the tax type, the system displays one of the following options: Federal, State, Local, Municipal, or School District.
This dialog box has the following button.
OK	A button that you click to apply the changes and close the dialog box.

Table 4. Tax Settings Table Toolbar
The table toolbar includes standard buttons and buttons that are specific to this table. For the list of standard buttons, see Table Toolbar. The table-specific buttons are listed below.
Button	Description
Configure Tax Settings	Opens the Configure Tax Settings dialog box, where you can override the default value specified for the setting selected in the table, The button is available only if a row with the Company, Branch, Employee, or EIN setting level is selected in the table,

Table 5. Tax Settings Table ColumnsThis table contains a list of the payroll tax settings that are required for the specific tax being set up. This tax setting list varies from state to state and from one tax to the next. For many typical taxes, the system automatically populates the required settings. For others, especially for many types of local and municipal taxes, you need to determine the tax settings that are required. See the Symmetry tax engine documentation for the settings required for a specific local tax.
Column	Description
Description	The name of the tax setting.
Additional Information	Additional information about the tax setting.
Setting Level	The level at which you can define the value for the tax setting. You can select one of the following options: Global: The system assigns the same default value to all employees. It cannot be overridden. This option is the default one for most tax settings. Company: The system assigns the same default to employees of all companies, which can be overridden at the company level. Branch: The system assigns the same default to employees of all branches, which can be overridden at the branch level. Employee: The system assigns the same default to all employees, which can be overridden at the employee level. EIN: The system assigns the same default to all employees, which can be overridden at the EIN level. Important: The EIN option is available for only the following settings and taxes: The Rate setting of the FUTA tax The Rate, Withholding Tax Agency, and Unemployment Tax Agency settings of the SUTA tax EIN is also the only option available for these SUTA settings. If you change the setting level and confirm that in the dialog box, the system applies the default value of the tax setting to all employees in the system when you save the changes on the form.
Default Value	The default value for this tax setting. This value can be overridden at the company, branch, employee, or EIN level, depending on the option selected in the Setting Level column. If you change the default value and confirm that in the dialog box, the system applies the updated default value to all employees in the system when you save the changes on the form. To override the default value for a setting of the Company, Branch, Employee, or EIN level, you click Configure Tax Settings on the table toolbar.
Required	A check box that indicates (if selected) that the value is required for this tax setting.
Form/Box	The tax form and box that this tax setting affects.

Table 6. Configure Tax Settings Dialog Box
In this dialog box, you can override the default value for the tax setting selected in the Tax Settings table. Whereas the specified values are assigned to employees, the level at which you can define values—company, branch, employee, or EIN—depends on the option specified for the tax setting in the Setting Level column of the Tax Settings table. The system shows in the dialog box only companies, branches, employees, or EINs defined in the system that you have access to.

The set of columns shown in the dialog box depends on the setting level of the tax setting.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.
Column	Description
The table contains the following columns for the Company setting level.
Company ID	The identifier of the company.
Company Name	The company name as it's defined on the Companies (CS101500) form.
Value	The value of the tax setting for this company.
The table contains the following columns for the Branch setting level.
Branch ID	The identifier of the branch.
Branch Name	The branch name as it's defined on the Branches (CS102000) form.
Value	The value of the tax setting for this branch.
The table contains the following columns for the Employee setting level.
Employee ID	The employee's identifier.
Employee Name	The employee's name as it's defined on the Employees (EP203000) form.
Value	The value of the tax setting for this employee.
Branch	The branch associated with the employee.
Company	The company associated with the employee.
The table contains the following columns for the EIN setting level.
EIN	The EIN defined for the company or branch in the Tax Registration ID box on the Company Details tab of the Companies (CS101500) form or on the Branch Details tab of the Branches (CS102000) form, respectively.
Value	The value of the tax setting for this EIN.
This dialog box has the following buttons.
Save & Close	Assigns the specified values to employees. For a company, branch, or EIN level of settings, the value is applied to all employees associated with the entity.
Close	Closes the dialog box without saving overridden values.

Global Tax Settings Tab

You use this tab to define details for various employee settings used for taxation. The list of settings is loaded from the Symmetry tax engine and updated when you click Update Taxes on the form toolbar.

Table 7. Summary Area
Element	Description
Show Attributes Only for States That Have Tax Codes Set Up	A check box that indicates (if selected) that the list displays only settings for taxes for which tax codes were created.

Table 8. Table Toolbar
The table toolbar includes standard buttons and buttons that are specific to this table. For the list of standard buttons, see Table Toolbar. The table-specific buttons are listed below.
Button	Description
Configure Tax Settings	Opens the Configure Tax Settings dialog box, where you can override the default value specified for the setting selected in the table, The button is available only if a row with the Company, Branch, Employee, or EIN setting level is selected in the table,

Table 9. Table Columns
Column	Description
Description	A read-only column with the description of the tax setting.
Additional Information	Additional information about the tax setting.
Setting Level	The level at which you can define the value for the tax setting. You can select one of the following options: Global: The system assigns the same default value to all employees. It cannot be overridden. This option is the default one for most tax settings. Company: The system assigns the same default to employees of all companies, which can be overridden at the company level. Branch: The system assigns the same default to employees of all branches, which can be overridden at the branch level. Employee: The system assigns the same default to all employees, which can be overridden at the employee level. If you change the setting level and confirm that in the dialog box, the system applies the default value of the tax setting to all employees in the system when you save the changes on the form.
State	A read-only column with the state in which the tax applies. For federal taxes, FED is displayed in the column.
Default Value	The default value for this tax setting. This value can be overridden at the company, branch, or employee level, depending on the option selected in the Setting Level column. If you change the default value and confirm that in the dialog box, the system applies the updated default value to all employees in the system when you save the changes on the form. To override the default value for a setting of the Company, Branch, or Employee level, you click Configure Tax Settings on the table toolbar.
Required	A check box that indicates (if selected) that the tax setting value is required for taxation. The default value is loaded from the tax engine.
Used for Tax Calculation	A check box that indicates (if selected) that the tax setting is used for tax calculation by the tax engine.
Used for Government Reporting	A check box that indicates (if selected) that the tax setting is used for government reporting.
Form/Box	The tax form and box that this tax setting affects.