Employees or Employee Information > Tax Withholdings & Deductions tab

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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. CSA will not include 2017 tax rates or payroll forms, so, for 2017 and beyond, you will need to process payroll in another application. We recommend Accounting CS Payroll and myPay Solutions. For more information, see the following topics.

Note: This dialog is available through both the Employees window and the Employee Information dialog (from the Payroll Check Entry window). Some options may not be available through the Employee Information dialog.

Use the Tax Withholdings & Deductions tab of the Employees window or Employee Information dialog to specify the (global) payroll items that are relevant for the selected employee. (If you have assigned a template, the default information from that template will appear here, but may be modified as necessary for the selected employee.) The Tax Withholdings & Deductions grid includes columns for accumulated month-to-date, quarter-to-date, and year-to-date amounts for all of the employee's withholding and deduction items that are associated with a selected department.

Employees window. Choose Setup > Employees or click the Employees icon on the shortcut bar. In the Employees window, choose the Tax Withholdings & Deductions tab.

Employee Information dialog. Choose Tasks > Payroll Check Entry or click the Payroll Check Entry icon on the shortcut bar. In the Payroll Check Entry window, select an employee, choose Edit > Edit Employee or choose Edit Employee from the F3 or right-click context menu. In the Employee Information dialog, choose the Tax Withholdings & Deductions tab.

Notes

  • Tax withholding items and deduction items are global and, therefore, are available for any client. To set up a tax withholding or deduction item, choose System Configuration from the Setup menu and then choose Withholding Items or Deduction Items.
  • The rows of the Tax Withholdings & Deductions grid can be re-ordered via drag and drop. In Add or Edit mode, click the number button at the left of a row and drag it to its desired new position.
  • The Earnings tab, Tax Withholdings & Deductions tab, and Other tab of the Employees window and Employee Information dialog are department-specific for each employee. They each include a Department listview field that contains all of the active departments for the employee. The default selection is the employee's home department, and the selection is persistent across these three tabs. The information on these three tabs automatically reflects default information from the department but may be overwritten as necessary for the selected employee.

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Related topics

Choosing tax withholding and deduction items for an employee

Overview of employee setup

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