Copy payroll tax tables to the new year





Description of Issue
  • How do I generate tax tables for next year?

  • Can I copy payroll tax tables to a new year?



Context
  • Munis

  • Payroll Tax Tables



Cause




Resolution

Payroll tax tables can be copied to a new year one at a time using Copy Table option

  1. Access Tax Tables (Payroll > Payroll Setup > Income Tax Setup > Tax Tables)

  2. Search for the table that needs to be duplicated

  3. Click Copy Table

  4. Select Yes to prompt: Copy From: Date = MM/DD/YYYY State = XX Local = Pay = A Marital = S

  5. Enter the new Effective Date, click Accept

Payroll tax tables for one year can be globally copied to another year using Global Functions option

  1. Access Tax Tables (Payroll > Payroll Setup > Income Tax Setup > Tax Tables)

  2. Click Global Functions

  3. Click Global Copy

  4. Enter the Copy from Year, and Copy to Year

  5. Select Yes to prompt: Do you wish to proceed with the Global copy of tax table(s)?

Once tax tables are created for the new year, update the ‘Tax table’ and/or ‘Calc’ screens for those tables according to the Federal or State publication



Additional Information

Alternatively, our Implementation team offers a billable service to update the tax tables each year. If a site is interested in this option, they would contact their Tyler Sales Representative to get a quote for this service.  Then Implementation team will then work directly with the site.  If a site has purchased this option, please see Munis Service Updating Payroll Tax Tables.