The new payroll program for Sage 100 2018 and newer allows for editing of the wage history in Tax Summary just like the prior "legacy" versions of the payroll program.

Most of the payroll reports and eFiling forms in the new payroll will pull data from Tax Summary records. For this reason it's critical that any edits to Tax Summary history are done carefully and to align payroll data with the actual payroll entries and disbursements made during the year. Most commonly, the Tax Summary requires editing after a payroll conversion from a legacy version.

*Capped wages are hidden by default and must be unhid before editing of these amounts can be done.*

1. Go To Payroll, Main, Employee Maintenance and lookup desired employee. Click 'More' button at top right, then select Tax Summary:

2. Select the Tax Group to edit, then go to 'More' button and select 'Detail':

3. Push the additional drill-down button on the right to access the complete wage history by entry:

4. Select the category of payroll history to edit using the radio buttons at upper right. Capped wages are hidden by default and must be unhid before editing of these amounts can be done. Unhide capped wages and open fields for editing using the buttons on the right:

5. Any amounts in the Employee or Employer Other columns require more drill-down records to track details of the specific local or other tax, and can be accessed using the drill-down buttons in those columns. If no drill-down records exist, then run the Missing Other/Local Taxes Utility to create these records before editing them. Go to Payroll, Utilities, Payroll Status Check and then select the Missing Other utility from the drop-down menu at the top, then push Run. The utility will review records and present a window highlighting any employees with missing Other/Local Tax drill down records. Double-click to review a specific employee, then push the 'Create All' button in lower left or double-click on an individual line to create the individual record for that tax item/date.