On the Taxes tab of the Employee Payroll window, when you choose a tax and click the button (or press F9), the Tax Information window opens.
For federal and provincial taxes, enter the employee's net claims for tax credit, additional claims, additional deductions, estimated income for commissioned employees, and other information from the employee's TD1, TD1X, TP-1015.3-V, TP-1015.R.13.1-V (and any other applicable) windows.
Use the window to enter tax information for the employee. For federal and most state income taxes, enter the employee's filing status, number of exemptions, and other information from the employee's exemption certificate (Form W-4 or equivalent form).
The fields available for entry on the Tax Information window vary, according to the tax you select. For example, in the case of USFIT (US Federal Income Tax), you should enter in the table:
Sage HRMS Payroll uses this information to calculate
Since taxing authorities change their requirements from time to time, the Tax Information window uses the current tax update to enable you to enter appropriate information about the employee.
Buttons on the window
- . Saves your changes to the employee record.
- . Lets you add (assign) a tax to the employee. Click the button to clear the fields, select a tax, complete the fields as necessary, and click the button (displayed after you click the button).
- . Removes (unassigns) the selected tax from the employee’s record.
- . Closes the Tax Information window.