Tax Jurisdiction

Overview

In order for the system to producer correct W2's for and employee you must setup the necessary Tax Jurisdictions. If you don't setup the State or Locality Tax Jurisdictions correctly or not at all, then you will not get any State or Locality wages on the employee's W2.

Tax Jurisdiction

• If you need to add a Tax Jurisdiction to a group of employees.
  
  
  1. Utilities -> Employee Utilities -> Add Tax Jurisdiction
  2. Select the Jurisdiction to added using the Tax Jurisdiction pull-down list.
  3. Select the employees to add this Jurisdiction to.
     
     
     • All Employees without Selected Jurisdiction
     • Selected Employees without Selected Jurisdiction
     
     
  4. Select the Addition Payroll Item Code (ie: MOGROS) to be used with this Jurisdiction.
  5. Select the Deduction Payroll Item Code (ie: STA) to be used with this Jurisdiction.
  6. Click OK to add the Jurisdiction.
  
  Note: If you do not included a Addition or Deduction codes then the system will add the Jurisdiction but with no Payroll Item Codes. You will have to manually bring up each employee and add the necessary Payroll Item Codes.
  
  Note: If you add a State or Local jurisdiction to an employee that does not have a Federal jurisdiction setup, the system will setup the Federal jurisdiction using the same payroll items that were used for the state/local jurisdiction.
  
  
• If you need to remove a Tax Jurisdiction from a group of employees.
  
  
  1. Utilities -> Employee Utilities -> Remove Tax Jurisdiction
  2. Make sure the Remove radio button is enabled.
  3. Select the Jurisdiction to remove using the Tax Jurisdiction pull-down list.
  4. Enable Selected Employees under the Remove Section.
  5. Select the employees that do not need this Jurisdiction.
     
  6. Click Remove to remove the Jurisdiction.
  
  
• If you need to remove duplicate Tax Jurisdictions from a group of employees.
  
  
  1. Utilities -> Employee Utilities -> Remove Tax Jurisdiction
  2. Make sure the Remove radio button is enabled.
  3. Select the Jurisdiction to remove using the Tax Jurisdiction pull-down list.
  4. Enable Duplicates under the Remove Section.
  5. Select the employees that have Duplicate Jurisdictions.
     
  6. Click Remove to remove the Duplicate Jurisdictions.
  
  Note: You can click the Toggle Employee Selection button to select all employees.
  
  
• If you need to remove invalid Tax Jurisdiction(s) from a group of employees.
  
  
  1. Utilities -> Employee Utilities -> Remove Tax Jurisdiction
  2. Make sure the Remove radio button is enabled.
  3. Select the Jurisdiction to remove using the Tax Jurisdiction pull-down list.
  4. Enable Invalid under the Remove Section.
  5. Select the employees that have an Invalid Jurisdiction(s).
     
  6. Click Remove to remove the Invalid Jurisdiction(s).
  
  Note: You can click the Toggle Employee Selection button to select all employees.