Card Information window—Payroll Details view—Taxes

Index

Card Information window—Payroll Details view—Taxes

The Card Information window—Payroll Details view—Taxes allows you to select the appropriate payroll taxes that are deductible from employee payments in accordance with government taxation laws.

Field Descriptions

Employee Name

The name of the employee appears in the top left corner.

Card ID

The card ID of the employee appears at the top of the window.

Tax Level, Marital Status, Allowances and Extra Withheld

Depending upon the Residence Code and Work Code entered for the employee in the Payroll Details view - Personal Details, Federal, State and Local tax level selections may appear.

When Federal is selected, Marital Status, Allowances (exemptions) and Extra Withheld fields appear; select or enter information that applies to federal tax for an employee, based on the employee’s W-4 form.

When State or Local is selected, the same fields appear; select or enter information that applies to state tax for an employee, based on the employee’s state tax reporting form.

Selection column

Click in the leftmost column next to a tax if you want to assign that tax to an employee. The taxes you select will be displayed in the Pay Employee window and calculated on an employee’s payment.

Click the icon at the top of this column to select or deselect all the taxes in the list.

Tax column

This column displays a list of all the taxes that apply to this employee based on the Residence and Work Code information you entered in the Payroll Details window - Personal Details.

Click the zoom arrow next to the tax in this column to open the Tax Table Information window.

Action menu

Click to open a shortcut menu of common actions and tasks associated with the selected card record. Choose a task from the list. For example, if you selected a transaction task, the transaction window appears with the selected card record already assigned to the transaction. Actions available from the menu are grouped into areas such as transaction tasks, printing tasks, and contact management tasks.

New

Click to create a new card.

OK

Click to save your changes and close the window.

Tips for this window

Related Topics

■

Creating payroll categories

■

Setting up tax codes

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Miscellaneous transactions

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Finding forms

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Adding and editing elements

Adding and editing data and label elements Adding and editing graphic elements Editing all elements with common commands

Contact management

Creating a card

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Grouping your contacts

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Reviewing your contact information

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Starting a new fiscal year

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Starting a new payroll year

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