Assign Tax to Employees Field List

Either type the code for the tax you want to assign and then press Tab on the keyboard, or select the code from the Finder.

Use the Assign To field to choose a method by which you will select employees for the assignment.

When you choose a method, the program enables additional fields that are related to your choice.

The choices in the Assign To field are:

• Employee Number. Choose this to assign a tax to employees whose numbers fall within the range you specify in the Employee From and To fields.
• Class. Choose this to assign a tax to employees who have been grouped into a certain class. Choosing this option enables the Class field and the Class From/To fields, in which you enter the class and the range of class codes.
• Selection List. Choose this to assign a tax to employees that belong in the selection list that you specify in the Selection List field.
• Set Criteria. Choose this to assign a tax to employees that match selection criteria that you define. Choosing this option enables the Set Criteria button. Click the button to enter your selection criteria.

If you choose an option other than Set Criteria, you can further narrow the selection of employees by entering a value in the Employee From and To fields.

From the selection box, choose the method of withholding to use when withholding this tax from the employee's pay. The withholding methods are:

• Standard Calculation. The system calculates the tax according to the installed tax tables and your specifications on the Federal and State Tax Codes window or, in the case of a custom tax, according to the calculation method and the amount, percent, or wage bracket table you define for the tax. If applicable, the system considers period minimum and maximum amounts, standard deductions, exemption allowances, and so forth, in the calculation of the tax.

  Select the Standard Calculation withholding method when assigning a percentage tax that can be defined as a single local tax and then assigned to employees using differing calculation percentages, according to the county in which each employee's wages are considered taxable.

  Note: If you choose Standard Calculation for a local or other custom tax that does not use the Tax Bracket Table calculation method, the system defaults in the Amount/Percent field the amount or percent you set up for the tax on the Local/Other Tax Codes window. You can enter an employee specific amount or percent to be used in the calculation of the tax.

• Amount Override. The system overrides the standard calculation with the amount entered in the Amount/Percent field. The amount you enter is the amount deducted from the employee's pay, without regard for exemptions, minimums/maximums, or other factors used in the standard calculation.
• Percent Override. The system overrides the standard calculation with the percentage entered in the Amount/Percent field. The percentage you enter is applied to the calculation base and deducted from pay, without regard for exemptions, minimums/maximums, or other factors used in the standard calculation.

  Note: You must set up a calculation base for the tax, even if it is a Flat tax, for this option to be meaningful.

• Taxable, No Withholding. The employee's earnings are subject to this tax but the system will not calculate any withholding for this tax.
• Calculation Base Only. The system uses the tax only as a calculation base for another tax assigned to the employee.

If you select Amount Override or Percent Override as a tax's withholding method, you then enter the full dollar amount of the tax override or the percentage by which the tax’s calculation base will be multiplied:

• Any amount you enter is the amount deducted from the employee's pay, without regard for exemptions, minimums/maximums, or other mitigating factors used in the standard calculation.
• Any percentage you enter is applied to the calculation base and deducted from pay, without regard for exemptions, minimums/maximums, or other factors used in the standard calculation.

For local and custom taxes, if you select Standard Calculation as the withholding method, you can enter an employee-specific amount or percent. The system calculates the employee's tax based on all the information you set up for the tax, including minimums/maximums, exemptions, and so forth, but uses the amount or percent entered on the employee's Taxes tab instead of that entered on the Local/Other Tax Codes window.

Use the Extra Withholding field to enter a flat amount to be withheld for this tax in addition to the standard calculation or override amount/percent.

Enter the distribution code for the G/L account you want the tax posted to. You can click the Finder button to select from a list of the distribution codes you have set up for the tax.