How do I download and update taxes in the Payroll application?

Important notes

General

Download and update taxes in each company data folder that doesn’t share a tax file. Tax changes take effect the next time you process payroll after completing the installation. They calculate regardless of the effective date on the tax table or the dates on the check. Tax updates don’t affect previously issued checks.

Internet

If your computer isn’t connected to the internet or you’re a Subscription customer, see more information about manually installing Payroll Tax Updates.

Rates

Payroll tax updates don’t include changes to the rates and limits for Employer State Unemployment (SUI_E) and/or Employer State Disability Insurance (SDI_E) taxes. Those rates often vary by company. The rates and limit changes associated with these types of taxes will require a manual update in Payroll, Setup, Taxes, Tax Rates. See steps to change your State Unemployment Rates.

Firewall

If you’re using a firewall, you must allow access to http://downloads.timberline.com/route.asp to allow Payroll to download the tax file.

Sage versions

Be on the latest software version to download the latest Payroll tax update. Older software versions can't download the latest Payroll tax update.

Download and install

1. Log on to your network with full administrative rights.
2. Log into Sage at the server or workstation with administrator access.
   Note: If you use File Locations for the PR Tax file, download them from a workstation.
3. Go to Payroll, Tools, Download Taxes.
4. Enter your Client ID.
5. Select the Update tax files when download is complete box if you want the update to run automatically after downloading.
   Note: If you’re going to process payroll before the effective date of the tax changes, don’t select this check box. The tax file remains saved until you're ready to update taxes. Log on to a workstation and go to Payroll, Tools, Update Taxes. Update taxes before you process checks/cheques for the first payroll of the new year.
6. Click Start.
7. Review the journal that prints.

Note: If the update doesn’t complete from the Sage server, repeat this process on a workstation.

Additional information

For more information about the tax changes, see the Payroll Tax Release Notes:

• Payroll Tax Release Notes - US
• Payroll Tax Release Notes - Canada

You can also view the release notes from within Payroll by selecting Help, Documents or Help, Product Documents after you’ve updated the taxes.

How do I download and install payroll tax updates? (U.S. Edition) (video)