Before you begin

• Make a backup of your company before proceeding

Edit Tax History in Employee Maintenance

1. Go To Payroll, Main, Employee Maintenance and lookup desired employee.
2. Click the More button at top right, then select Tax Summary.
   
   
3. Select the Tax Group to edit, then go to the More button and select Detail.
   
   
4. Push the additional drill-down button on the right to access the complete wage history by entry.
   
5. Select the category of payroll history to edit using the radio buttons at the upper right.
   • Capped wages are hidden by default and must be unhid before editing 
   • Unhide capped wages and open fields for editing using the buttons on the right
     
     
6. Use the drill-down buttons to view details in the Employee or Employer Other columns. These columns need extra records.
7. If no drill-down records exist, run the Missing Other Utility to create them before editing.
   • Go to Payroll, Utilities, Payroll Status Check
   • Choose Missing Other /Local Taxes utility from the top drop-down menu
   • Click Run. The utility checks for missing tax records and shows employees who need them
   • Double-click an employee to review. Click Create All or double-click a line to create a record for that tax item