Tax

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The Tax tab contains the taxation rates that apply for the employee per pay period. You can enter the tax onto the form or you can apply a template to an employee.

This form also permits the defaulting of General Ledger Accounts and Transaction Trees. You should review Accounting in Payroll before entering this information.

Template Code

Select a tax template to define the default tax lines that this employee's pay will consist of when a pay is entered or processed.

Other Tax Transactions - (Tax Transactions Table)

Enter tax lines that this employee's pay will consist of when a pay is entered or processed. These lines will be in addition to any lines from a tax template selected. You can optionally maintain any or all of this information against each additional tax transaction type:

• Trans Type - Enter or select the transaction type that is to be deducted from each pay period for the employee.
• Authority - This code is the authority code which must be selected for the transaction type. You can accept the default code (from the transaction type) or change the authority code to one that represents the employee preferred authority. The authority code is relevant only for Deductions/Tax/Employer Costs.
• External Reference - Enter a value that defaults for the tax line when a pay is entered or processed.
• Rate/Amount - Defines the rate of tax, percentage or set dollar amount that will default for the tax line when a pay is entered or processed.
• Rate Checkbox - When selected, uses the rate or amount defined on this line as the look up rate should the same transaction type be entered in Pay Entry. If the same transaction type is entered against the employee multiple times, only one of these may be selected as the look up rate.
• Subcode - Enter the Subcode to use on the tax line for the employee.
• Trees - Enter the Tree to use on the tax line for the employee.
• Narration - Defines the narration text that defaults for the tax line when a pay is entered or processed.

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