This topic describes how to change tax information that you will use as default information for future (new) employees, and how to delete a tax record.
Note: If you want to delete several tax records at once, you can use the Delete Inactive Records window.
To change tax information that's already assigned on existing employee records, use the Update Tax for All Employees window. This window applies your modifications to all employees to whom the tax has been assigned. The system will use the information the next time you process timecards.
Before you start
To Change or Delete a Tax
- Open Payroll > Payroll Setup > Local/Other Tax Codes.
- In the Tax field, click the Finder icon or use the field's navigation buttons to choose a tax. Or, type the tax code and press Tab on the keyboard.
- To modify the tax, edit the fields that can be changed, and click .
Notes: On an existing tax record, even if the tax is not assigned to any employees, you cannot edit the following fields:
- Tax (Code)
- Employee Calculation Method
- Employer Calculation Method
- Minimum and Maximum Based On
To change one of these details you must delete the tax and enter the information again.
- To delete the tax, click .