| Federal ID is missing from the forms selection window The Federal Tax ID # is automatically populated from Company Maintenance -
Open Library Master, Main, Company Maintenance -
Select the applicable Company Code from the lookup -
Enter Federal Tax ID -
Click Accept The state and local tax items dialog is used to display all the state and local tax that you’ve defined in Payroll, Setup, Tax Profile Maintenance locations. It will also display the corresponding account numbers for state and local tax from Company Tax Groups. -
Open Payroll, Period End, Federal and State Tax Reporting -
Select applicable State form and click Accept -
Proceed through the Company Setup Wizard screens, until you get to the State and Local Tax Item window. -
Proceed with the steps in applicable sections below. TIP: If the Company Wizard window doesn’t open automatically, do one of the following to open the Company Setup wizard: -
In the Federal and State Tax Reporting window, under the Forms Selection section, select Existing Reports -
Click Accept -
Click the Setup button -
Proceed through the Company Setup Wizard screens, until you get to the State and Local Tax Item window -
Proceed with the steps in applicable sections below. OR -
From within any form view, click Edit, Company Setup -
Proceed through the Company Setup Wizard screens, until you get to the State and Local Tax Item window -
Proceed with the steps in applicable sections below Editing an Existing State Tax ID #: -
A state tax item that is displayed in the dialog can be edited by clicking on the state tax item and then clicking the edit button. -
This will bring up a dialog with three options to edit: -
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State: This refers to the state the tax type applies for. Use the drop down list to change the state. -
Tax Name: The tax name refers to the name for the kind of tax the tax item is for (i.e. state withholding or state disability). Use the drop down list to change the tax name. -
Account Number: The account number must be in the proper format issued by the state before you are able to continue. You can type directly into the field to update the account number. Some states have more than one account number format. To see all account number formats available click the "…" button beside the account number field name. Adding a New State Tax ID #: -
If you need to add a state to the state and local tax items dialog, click the add button located on the right side of the state list box. -
For each State tax ID # that you add you need to indicate the state, tax name and account number. Editing an Existing Local Tax ID #: -
A local tax item that is displayed in the dialog can be edited by clicking on the local tax item and then clicking the edit button or by double clicking on the local tax item -
This will bring up a dialog with four options to edit: -
State: This refers to the state the local tax type applies for. Use the drop down list to change the state. -
Tax Name: The tax name refers to the name for the kind of tax the local tax item is for (i.e. local school district tax). Use the drop down list to change the tax name. If you do not see the local tax name, select the option for custom tax name and you can type the name into the field. -
Tax Type: Each local tax must have a tax type code indicated (City Income Tax, Country Income Tax, School District Income Tax, or Other Income Tax). Use the drop down list to change the tax type. -
Tax Account Number: You have the option to list an account number for local tax. You can change the existing account number by typing directly in to the account number field. Adding a New Local Tax ID #: -
If you need to add a local to the state and local tax items dialog, click the add button located on the right side of the local list box. -
For each Local Tax item that you add you need to indicate the state, tax name, tax type code, and account number [BCB:155:Chat 100 US:ECB] |