Employee setup: Choosing tax withholding and deduction items for a selected employee

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Important reminder!

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS (but not Engagement CS) permanently expired on March 1, 2017.

For details, see CSA license expiration 2017 – frequently asked questions.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

  1. Click the Tax Withholdings and Deductions tab of the Setup > Employees window.

    Note: Information on the Tax Withholdings and Deductions tab can be inherited from templates when the new employee is created.

  2. If the employee is active in multiple departments and you want to select a different department, choose it from the Department drop-down list.
  3. In the Tax Withholdings and Deductions grid, do the following:
    1. In the Description column, click on the fields in this column to display drop-down lists from which you may choose the global deduction and tax withholding items that are relevant to this employee's work in the selected department.
    2. Click the /_images/acct_pr/csa/details.gif button to open other dialogs where you may edit details for the highlighted items (except FICA-SS or FICA-Med items) as they relate to the selected employee. The following fields are required:
    3. If necessary, change the information in the Month to Date field. (Only the Month to Date amount is editable. Quarter to Date and Year to Date amounts are not editable in this window.)

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