Editing tax information for an employee

Owned by Frank Gambino
Last updated: Jul 20, 2018 by Carissa Warnock (Unlicensed)
  1. In the toolbar, click the Main Menu icon (  ).
  2. From the drop-down list, under the Admin section, select Employee Maintenance.
    The Employee Maintenance screen appears in a separate tab.
    For more information, see The Employee Maintenance screen.

  3. In the employee pane, click the row of the employee you want to edit.

    For information about filtering the employee list, see Filtering employees in employee maintenance.
    The General tab updates with information for the selected employee.
  4. Click the Taxes tab. 
    For more information, see Taxes tab - Employee Maintenance. 
  5. Click Edit.
    The Edit Employees Taxes dialog box appears.
  6. Edit the fields as necessary.
    For more information, see Edit Employee Taxes dialog box.
  7. Click OK.
    The dialog box closes, and your changes are applied.

Edit Employee Taxes dialog box

This table describes the fields and controls for this dialog box.

FieldDescriptionNotes
Federal Income Tax (W4)
Claim Status

From the drop-down list, select the employee's filing status for federal income taxes. Options include:

  • Married
  • Single

Required.

ExemptionsType the number of the employee's personal or dependent deductions for federal income taxes.If you do not enter a value, the value defaults to 1 when you close the dialog box.
Add Amount

Type the amount deducted for federal income taxes.

 

The amount will be either a dollar value or a percentage depending on your selection of the Percent check box.
PercentSelect the check box if you want the value in the Add Amount field to be a percentage. 
State/Local Income Tax
State TaxSelect the check box if the employee requires state tax deductions.Selecting the State Tax check box makes the other fields in the State/Local Income Tax section available
Claim Status

From the drop-down list, select the employee's filing status for state income taxes. Options include:

  • Married
  • Single

This field is available only if you select the State Tax check box.

Required if you select the State Tax check box.

ExemptionsType the number of the employee's personal or dependent deductions for state income taxes.This field is available only if you select the State Tax check box.
Add AmountType the amount deducted for federal income taxes.

This field is available only if you select the State Tax check box.

The amount will be either a dollar value or a percentage depending on your selection of the Percent check box.

PercentSelect the check box if you want the value in the Add Amount field to be a percentage.This field is available only if you select the State Tax check box.
StateFrom the drop-down list, select the state to which the state tax deductions apply.

This field is available only if you select the State Tax check box.

Required if you select the State Tax check box.

Local TaxFrom the drop-down list, select the local tax information.The options that appear in the drop-down list depend on your system configuration.
Buttons
OKApply your changes and close the dialog box. 
CancelCancel your changes and close the dialog box.Â