Use the Payroll Tax Rule Inquiry
Description
Cause
Resolution
  1. 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.
  2. Select the Tax Profile used by your employees.
  3. Click the Tax Rule Filter icon to open the Tax Rule Selection.
  4. 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.
  5. Click OK after setting filters.
  6. Click the Search icon (binoculars) to populate the results.
  7. Review results:
    • Earnings subject to tax show with black dots.
    • Deductions reducing tax show with red dots.
  8. 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]

 

 

 

Steps to duplicate
Related Solutions

Change Tax Rule Descriptions to something that better defines the Rule