1. Click Tax Types from Payroll module.
  2. If there are no tax types yet, new Tax Types screen will be displayed directly. Otherwise, a list of existing tax types will be displayed.
  3. Click New toolbar button.
  4. Set the value for the following fields:
    1. Tax ID
    2. Calculation Type
    3. Description

    4. Amount

      i. This field is disabled when the Calculation Type is:

      >> USA Federal Tax, USA Social Security, USA Medicare, USA State Disability, USA State and USA Local

      ii. This field is enabled when the Calculation Type is:

      >> Fixed Amount and Hourly Amount

      iii. This field is renamed to "Percent" when the Calculation Type is:

      >> FUTA, SUTA, Percent and Hourly Percent

    5. Limit

      This field is enabled when the Calculation Type is:

      >> USA FUTA, USA SUTA, Fixed Amount, Percent, Hourly Amount, Hourly Percent

    6. Paid By
    7. Account ID

    8. Expense ID

      Expense ID is only required when Paid By is set to Company

      Account ID should display Liability Accounts only while Expense ID should display Expense Accounts only.

    9. State

    10. County

      i. State field is enabled when the Calculation Type is:

      >> USA State Disability, USA State and USA Local

      ii. County field is enabled when the Calculation Type is:

      >> USA Local

    11. Vendor ID

      Vendor ID should only display Vendor Accounts.

      This field is needed if the tax or deduction will be used for creating payables or vouchers.

  5. Click Save toolbar button to create tax type.
  6. Newly created tax type should appear in the grid.
  1. Click Tax Types from Payroll module.
  2. If there are no tax types yet, new Tax Types screen will be displayed directly. Otherwise, a list of existing tax types will be displayed.
  3. Click New toolbar button.
  4. Set the value for the following fields:
    1. Tax ID
    2. Calculation Type
    3. Description

    4. Amount

      i. This field is disabled when the Calculation Type is:

      >> USA Federal Tax, USA Social Security, USA Medicare, USA State Disability, USA State and USA Local

      ii. This field is enabled when the Calculation Type is:

      >> Fixed Amount and Hourly Amount

      iii. This field is renamed to "Percent" when the Calculation Type is:

      >> FUTA, SUTA, Percent and Hourly Percent

    5. Limit

      This field is enabled when the Calculation Type is:

      >> USA FUTA, USA SUTA, Fixed Amount, Percent, Hourly Amount, Hourly Percent

    6. Paid By
    7. Account ID

    8. Expense ID

      Account ID should display Liability Accounts only while Expense ID should display Expense Accounts only.

    9. State

    10. County

      i. State field is enabled when the Calculation Type is:

      >> USA State Disability, USA State and USA Local

      ii. County field is enabled when the Calculation Type is:

      >> USA Local

    11. Vendor ID

      Vendor ID should only display Vendor Accounts.

      This field is needed if the tax or deduction will be used for creating payables or vouchers.

  5. Click Save toolbar button to create tax type.
  6. Newly created tax type should appear in the grid.
  1. From Payroll module > single click the Tax Types.
  2. If this is the first record you are to create, it will open directly the Tax Type screen where you can add the Tax Type. Otherwise, it will open the Tax Type screen where existing Tax Types are displayed. Click the New toolbar button to open new Tax Type screen.

3. Fill in the Tax Type information:

   

a. The Tax ID is a unique Tax ID where you can enter alphanumeric character

b. Calculation Type by default is set to Fixed Amount. Click the drop down combo box button to select the Calculation Type applicable to your Tax Type.

c. In the Description field, enter the Tax ID Description

d. In the Amount field, enter the Amount.

This field is disabled if the selected Calculation Types are: USA Federal Tax, USA Social Security, USA Medicare, USA State Disability, USA State and USA Local

This field is enabled if the selected Calculation Types are: Fixed Amount and Hourly Amount

This field will change to Percent field if the selected Calculation Types are: FUTA, SUTA, Percent and Hourly Percent. 

e. Select the Paid By by clicking the drop down combo box button. This will indicate if this is an Employee Tax or Company Tax.

f. Select the Account ID by clicking the drop down combo box button. Liability Accounts will only displayed on the list

g. Select the Expense Account by clicking the drop down combo box button. Expense Accounts will only displayed on the list.

h. Enter the Limit amount. This field should be enabled on the selected Calculations Types:

    1. USA FUTA
    2. USA SUTA
    3. Fixed Amount
    4. Percent
    5. Hourly Amount
    6. Hourly Percent

i. Select the State by clicking the drop down combo box button. This field will only available if the selected Calculation Type are: USA State Disability, USA State and USA Local

j. Select the County by clicking the drop down combo box button. This field will only available if the selected Calculation Type is: USA Local

4. Click the Save toolbar button to save the added Tax Type.

5. Click the Close toolbar button to close the Tax Type screen

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