Understanding and Using the Taxes Tab in the Employee Payroll Items

This help topic covers how to use the Employee Payroll Items > Taxes tab.

The Taxes Tab displays individual payroll tax items for a certain employee. These are items you should have already setup in Total Office Manager.

You can add any number of these items to this list of taxes. You may change certain properties of these tax items without changing the original tax items. Please note that some properties will NOT be enabled and therefore can’t be changed.

Once a tax item is part of this list, many of its properties are independent (or detached) from the original tax item. That means you can edit them without affecting the original tax item.

Accessing the Taxes Tab

• From the Employee form, Right click to get a Menu > Payroll Items.
• From the Employee List, right click on the employee and click Employee Payroll Items.

Accessing the Main Tax Item

• From the main menu, click Payroll Center | Setup Payroll | Employees under the Lists section.  Right click on a line item and select Edit or New. Click the Taxes tab.

Step-By-Step

1. The Tax List Grid shows all taxes for the group. To add an item, click in the green box ‘+tax’. The order they are selected becomes their new sort order. To delete, right click on the line to delete and select ‘Delete’. If the tax item has been used it will not delete and will need to Inactivated instead. To select, click anywhere on the line.
2. The Tax Name field displays the name of the item. When editing, you can’t change this field.
3. The Description field is a short description of the item (optional). You can change it if you wish.
4. The Account ID box displays the COA account to charge this item against.
5. The Calculation Type selection shows the types of calculation types that this item may use. The options to date are Federal, State, Local, Fixed Amount, Percent, Hourly Amount, and Hourly Percent. When editing, you can’t change this field.
6. Calculation Types of Federal, State will require you to click the ‘Find ‘ Button next ot it. This will open a new window where you can search for the Federal Tax or the state that you need. The taxes there will have the tax tables built in and will calculate on those tables. These are update occasionally as need by Aptora.
7. The Amount field displays the amount of the tax item for Fixed amount taxes. The Calculation Type affects its availability. You can change it if you wish.
8. The Percent field indicates the percent amount of this tax item. The calculation type affects its availability. When editing, you can’t change this field.
9. The Limit field displays the payroll ceiling for this tax item. The calculation type affects its availability. The income ceiling that you are allowed to withhold from. You can change it if you wish.
10. In the Max Amount field, change the value as needed. Calculation type affects its availability. The maximum amount you can withhold in any given year.
11. Vendor is for the Vendor that gets the payment of this tax. You must set up a vendor in your Accounts Payable so that it will be seen here.
12. Extra Wihholding amount can be added to take additional moneys from the meployee’s paycheck.

Tips

• The Limit reset will reset the limit for any time period. FICA SS has a limit of a maximum amount for the year. The limit reset will reset this for each year.
• The Info button will open a dialog giving all information that the Total Office Manager’s Payroll Tax Tables has.
• The Inactive Option box makes the currently selected item from the list inactive.

Related Content

https://www.aptora.com/help/payroll-time-off-tab/