1. Go to Payroll, Utilities, Tax Rule Inquiry. (This can also be accessed in Earnings Code and Deduction Code Maintenance next to the Tax Rule field.)
2. Select your Tax profile the employees use.
3. Select the icon (Tax Rule Filter) which opens new window for Tax Rule Selection. (See attachment)
4. To see only Deductions (which reduce each tax) as in Pension or Cafeteria plans, select the double arrow pointing to the left on the Selected Earnings Tax Rules as we won’t need those.
5. To see only Earnings (which are subject to each tax), select the double arrow pointing to the left on the Selected Deduction Tax Rules only.
6. To see both, leave all in Selected Tax Rules (right side boxes).
7. To see only specific rules, select only those rules (right side boxes).
8. After filters are set, click OK.
9. Click Search icon (binoculars) to populate results.
10. For every tax under that tax profile, based on filters, the earnings subject to that tax are listed with block dots preceding. The deductions that reduce taxes are listed with red dots preceding. (See attachment)
11. For deductions, select a tax rule that reduces all taxes that you want reduced but not one that reduces unwanted tax reduction. This includes Federal and State where applicable.

Notes:

• This Tax rule Inquiry was released with Payroll Update 2.19.0
• If the dots are missing, it is because user has not yet installed 6.00.5 (2018 Product Update 5)