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Product support for the ended on September 30, 2020.
- Write Up CS
- Payroll CS
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- Client Bookkeeping Solution
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Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.
Use the General tab of the Local Tax Information dialog to enter personal allowance amounts, annualized fixed amounts for deductions from gross wages, and annualized tax credit amounts needed to compute taxable wages for local withholding.
Choose Setup > System Configuration > Payroll Tax Information > Local. In the Local Tax Information dialog, choose the General tab. Click the Add button to add information for a new locality, or choose an existing jurisdiction and then click the Edit button.
See also: Local Tax Information dialog
Fields & buttons
Enter the name of the locality whose tax setup information you wish to add or edit, or select the locality from the list pane at the top of this dialog and then click the Edit button.
Choose the home state of the locality from the drop-down list.
Enter the effective date for any changes that you make for the selected locality in this dialog or in the Local Tax Tables dialog. Payroll CS automatically checks this date during payroll check processing.
- If the period-end date is prior to this date, Payroll CS uses the tax values that were on file before your most recent changes were made.
- If the period-end date is on or after this date, Payroll CS uses the tax values currently on file for this jurisdiction, including your most recent changes.
Note: This field is not editable if you are viewing prior-period tax information. To view and edit current tax information, clear the Display prior period's tax information checkbox in the System tab of the Setup > User Preferences dialog.
Category -This column includes the following list of categories; drag the scrollbar to view the entire list. The corresponding amount fields in the other columns of this grid are accessible only if they apply to the specific category. Enter amounts only for categories that actually apply to the currently selected locality.
- Single
- Married
- Married - One Exemption
- Married - Two Exemptions
- Married Filing Joint
- Married Filing Joint - One Spouse Working
- Married Filing Joint - Both Spouses Working
- Married Filing Separate
- Head of Household
- Other
- Personal Allowance
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- First Allowance
- Second Allowance
- Third+ Allowance
- 65 and Over Allowance
- Blindness Allowance
- First Dependent
- Second+ Dependent
- Married - 0/1 Allowance
- Married - 2+ Allowances
- 0/1 Allowance
- 2+ Allowances
- Estimated Deductions
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Allowance - Enter the fixed amount per allowance applicable for each category. Payroll CS will multiply this amount by the employee's number of allowances (as specified in the Withholding Item Properties dialog, which is accessible from the Employees window).
Fixed Deduction - Enter the amount of the deduction from gross wages to determine taxable wages for local withholding, as applicable for the listed categories.
Credit - Enter the amount of the credit to be deducted from local withholding, as applicable for the listed categories.
As applicable for the selected locality: Opens the Local Tax Tables dialog, where you may edit or view wage and tax amounts for local income tax withholding on federal-style tax tables.
Mark this checkbox to have Payroll CS omit the standard deduction when calculating the selected locality's withholding amount for an employee with zero allowances.
Mark this checkbox to have Payroll CS omit the tax credit calculation for the selected locality for an employee with zero allowances.
Mark this checkbox to have Payroll CS omit the tax credit calculation for the selected locality for an employee whose marital status is Other in the Local Withholding Item Properties dialog (which is accessible from the Employees window ).
CREATIVE SOLUTIONS ACCOUNTING
