Items to consider before using recalculate subject-to

• Recalculate only affects taxable and subject-to amounts. Tax amounts don't change when recalculating.
• SUI Hours recalculate on the Check Tax and Employee Tax record.
• All checks for the year recalculate using your current tax setup. Contact Sage Support or your certified Sage consultant if any of the following apply to you:
  • Employees' residence state changed mid-year
  • Employees' residence local changed mid-year
  • Added new taxes with some having different effective dates (see information about recent tax changes provided by Sage)
• You can use ranges to select individuals or recalculate all your employees.
• You can recalculate current or history transaction files.
• If the tax setup changed during the year, recalculating could have adverse results. You could require a special workaround.
• If you have employees who live or work in Pennsylvania;
  • Recalculate Subject-to functionality remains the same except in the case where you change a comparison tax rate
  • If no local tax rates changed, and if no employee resident locals changed, recalculate subject-to runs normally
  • If a rate or employee resident local changed during the year, contact support or your consultant
• If the Resident Local changes for an employee mid-year:
  • The recalculation uses the new Resident Local Tax Group in the comparison tax calculation.
  • This affects the rate on all checks for the year.
  • Don't use recalculate subject-to for that employee.

Determine whether to use Recalculate Subject-to

1. Are all employees affected?
2. Have you added, changed, or deleted any pay, deduct, tax, or reciprocity records during the year? For example, if a deduction changed to pre-tax during the year.
3. Has any employee changed the adjustment method to/from exempt on their employee tax record during the year?
4. If you use reciprocity, has any employee changed their resident state during the year?

General Information

• Before recalculating, back up your Payroll files.
• See the Payroll Help topic for an example of recalculating subject-to amounts for multiple files.

How do I recalculate subject-to for the current year?

How do I set up Local ACT 32 Taxes for Pennsylvania?