Using Assign Taxes to Employees

Before you start

• Make a backup of your data. You will then have a backup to restore your data if necessary.
• You may also want to print the Employee Information report from the Payroll Employee Reports folder, so that you can compare it with any Employee Information reports you print after the process completes.

To Assign a Tax to Several Employees

1. Open U.S. Payroll > Payroll Employees > Assign Tax to Employees.
2. In the Tax field, enter the tax that you want to assign to employees.
3. In the Assign To field, choose a method by which you will select employees for the update.
4. Depending on your choice in the Assign To field, enter the additional information required. For example, if you selected to update by class, enter the class and the class range.
5. Enter the range of employees you want to update:
• If you selected to update by Set Criteria, click the Set Criteria button to set up selection criteria. For example, you may want to assign a tax to employees within a specific range of hire dates.
• Otherwise, in the Employee (From/To) field, type the employee numbers or select the employees from the Finder.
6. Complete the information for the tax on this window. The fields that become available to you depend on the code you entered in the Tax field and reflect what you would normally enter on the Taxes tab of the Employee Payroll window.
7. When you are ready to begin, click Assign.

After assigning

You will be informed of how many employees were successfully assigned after the process has completed.

To verify that the assignments were made, print the Assign Employee Tax Audit report from Payroll > Employee Reports .

Printing the report for a range of last maintained dates is an effective way of verifying changes because the process updates the Last Maintained Date of each employee modified.