Tax Tab

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

You can also default information from general ledger accounts and transaction trees on this tab.

Options Reference

Each option and field on the form is described below. Mandatory options and fields are highlighted in red.

Template Code

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

Other Tax Transactions - (Tax Transactions Table)

Enter tax lines that this employee's pay consists of when a pay is entered or processed. These lines are in addition to any lines from a tax template. You can change 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, or 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 defaults 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. If the same transaction type is entered for 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 - The narration text that defaults for the tax line when a pay is entered or processed.