Description of Issue

I need to add two state tax tables to be withheld for a remote employee

Context

Cause

Resolution

Create the states tax table in the Tax Tables Program

Go to Tax Tables program. (Payroll>Payroll Setup>Income Tax Setup>Tax Tables)
Click Add.
Define the effective date for the new year (example, 01/01/2020), State code, Marital Status, and Pay Period field as A-Annual (or specific pay period (B-Biweekly, W-Weekly, etc) if that is how the the State Tax Tables need to be setup)
Click on the Calc option in the toolbar to define any necessary amounts/percentages based on particular state's setup.
1. Each state has a specific setup based on the State Code used when creating the Tax Table so there may be other required options within the Calc Screen toolbar that need to be clicked and defined.
  1. For Example, CT State Tax Tables have multiple options in the toolbar that need to be defined, Recapture Amount, Credits, Exemptions, etc.)
2. Click Return.
Click on Tax Table in the menu to define amounts for the standard withholding schedule (If necessary for particular State). Click Return.
Repeat Steps 1-5 for each Marital Status that needs to be created. (Example, Married, Single and Head of Household would need three separate tables)

Once the Tax Tables have been created:

Go to Deduction and Benefit Master. (Payroll>Payroll Setup>Deduction and Benefit Master)
Click Add to create a deduction for the new state tax. (Be sure to use 4000 range)
1. Calc Code- 05- TAX TABLE
  1. Or 06-TAX TABLE PLUS AMT for employees withholding an additional amount.
2. State Code- select the state.
Enter other desired field information.
Click Accept.

Once the Deduction code has been created:

Go to Employee Deductions. (Payroll>Employee Maintenance>Employee Deductions)
Click Search. Define Employee Number. Click Accept
Click Add. Define Deduction Number. Hit TAB on keyboard to define fields as needed.
Make sure to use correct Marital Status based on Tax tables created.
Click Accept.

The employee will now have a deduction for each state tax that needs to be withheld.

Additional Information

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