| | Use the Payroll Tax Rule Inquiry |
| Resolution | - Go to Payroll, Utilities, Tax Rule Inquiry.
You can also access this in Earnings Code Maintenance or Deduction Code Maintenance next to the Tax Rule. - Select the Tax Profile used by your employees.
- Click the Tax Rule Filter icon to open the Tax Rule Selection.
- Apply filters:
- Only Deductions (for example, Pension or Cafeteria plans): Click the double left arrow under Selected Earnings Tax Rules.
- Only Earnings (subject to tax): Click the double left arrow under Selected Deduction Tax Rules.
- Both Earnings and Deductions: Leave all items in Selected Tax Rules (right-side boxes).
- Specific Rules: Select only the desired rules in the right-side boxes.
- Click OK after setting filters.
- Click the Search icon (binoculars) to populate the results.
- Review results:
- Earnings subject to tax show with black dots.
- Deductions reducing tax show with red dots.
- For deductions, choose a tax rule that reduces all applicable taxes (Federal and State). Avoid rules that reduce unwanted taxes.
Attachment: Tax Rule Inquiry Results.pdf Attachment: Tax Rule Inquiry Selections.pdf [BCB:155:Chat 100 US:ECB] |
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