Warning
Product support for the ended on September 30, 2020.
- Write Up CS
- Payroll CS
- Engagement CS
- Client Bookkeeping Solution
- Financial Analysis CS
Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.
Use this dialog to enter default setup information for a selected template.
Open this dialog from the Tax Withholdings & Deductions tab of the Setup > Employee Templates dialog by clicking the button for a Federal W/H item.
Notes
- Tax withholding items are global and, therefore, are available for any client and any employee template. To set up a tax withholding item, choose System Configuration from the Setup menu and then choose Withholding Items.
- Templates are client specific, not global. For each template, fill in only the fields that you wish to have automatically included in the setup for each new employee record to be based on that template.
See also: Overview of employee templates
Fields & buttons
Displays the description of the selected withholding item.
This field is a drop-down list of all federal tax tables (except those marked as EIC tables). Choose the appropriate table to use for this federal withholding item for this employee template.
Enter the appropriate number of allowances for this employee template.
Enter the additional withholding amount (if any) appropriate for this employee template.
Enter the additional withholding percentage (if any) appropriate for this employee template.
Mark this checkbox if an employee to be based on the selected template is exempt from this federal withholding item.
If appropriate for this employee template, enter the fixed amount to use for this withholding item.
If appropriate for this employee template, enter the fixed percentage of taxable pay to use for this withholding item.
Mark this checkbox to have the program use either the fixed or the system-calculated amount for the selected federal withholding - whichever is greater - when calculating each payroll check for an employee to be based on the selected template.