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Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.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 Local W/H item.
See also: Overview of employee templates
Fields & buttons
Displays the description of the selected withholding item.
Enter the name of the locality, or select it from the drop-down list.
This field applies to the local tax withholding.
Choose the appropriate option from the drop-down list. (Be sure that your selection is applicable to the requirements of the locality, otherwise an incorrect calculation of the withholding amount may result.)
- 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
Some localities use withholding tables to compute local income tax liability.
If appropriate for the selected template, choose the withholding table by selecting it from the drop-down list.
Mark this checkbox if an employee to be based on the selected template is exempt from local withholding.
If appropriate for the selected template, enter the appropriate number of allowances for each of the following categories:
- Personal
- Additional
- Dependents
- Tax credit
- Est. deduction