How to verify that Payroll taxes calculated correctly

Use the tax calculator to see what amounts will calculate if you change filing statuses or exemptions in Sage 300 CRE.

See additional information at the following sites:

• IRS Tax Withholding Estimator
• IRS Paycheck Checkup

Use the tool below to test calculations based on tax settings.

Gather employee information to enter into the tax calculator

1. Go to Setup, Employees.
2. On the General tab, note the Pay Group.
3. Go to the Entry Info tab.
4. Note the following: W-4 information, Filing Status, and Exemptions.
5. If troubleshooting State taxes, click State and select the state. Note the state Filing Status, Exemptions, and Misc Tax Codes.
6. Go to Setup, Pay Groups and note the Pay Frequency from the Pay Group on the employee setup.

Use the Tax Calculator to verify tax amounts

1. Click Tools, Tax calculator.
2. Enter the W-4 and the state information gathered above.
3. Select a Frequency.
4. Enter the State.
5. Enter the Taxable amount.
6. Click Calculate Taxes.

If you don’t have a new payroll transaction file, you'll receive a warning that "The PR New Transaction file was not found. The file will be created". Select the OK button. Sage creates a new.prt file and then you can use the Tax Calculator.

After upgrading to 20.3 or higher, FWH calculates lower or not at all

What are the different tax adjustment methods?

Download and update taxes in the Payroll application