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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Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.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.
If appropriate for the selected template, enter an additional local withholding amount per paycheck (or an additional percentage of gross pay), enter the amount (or percentage) in the appropriate field.
Certain localities allow for an exemption amount based on marital status, number of dependents, and job status. These exemptions are determined in such a way that no single table can be created to correctly reflect the calculation, and the amount may differ among employees.
If appropriate for the selected template, calculate the annual exemption amount and enter it in this field.
Some localities give extra allowances for being over age 65. If appropriate for the selected template, mark the checkbox(es).
Some localities give extra allowances for being blind. If appropriate for the selected template, mark the checkbox(es).
If you enter a fixed amount (or a fixed percentage of gross pay) for local tax to be withheld from the paychecks of an employee based on the selected template, Payroll CS uses this amount (or percentage) and disregards all other local withholding instructions.
However, if the Use greater of fixed or calc'd amt checkbox is marked, the program calculates the local withholding and uses the calculated amount if it is greater than the local withholding specified in the Fixed amount field (or the Fixed percentage field).
Some localities specify a percentage of federal withholding for local tax, which may vary among employees.
If appropriate for the selected template, enter the percentage to use for this calculation.
If you enter a fixed amount (or a fixed percentage of gross pay) for local tax to withheld from the paychecks of an employee based on the selected template, Payroll CS uses that amount (or percentage) and disregards all other local withholding instructions.
However, if the Use greater of fixed or calc'd amt checkbox is marked, the program calculates the local withholding and uses the calculated amount if it is greater than the local withholding specified in the Fixed amount field (or the Fixed percentage field).
This checkbox also has potential for overriding the Fixed percent of Federal W/H field.
Enter the General Ledger liability and expense account numbers in the Liability G/L account and Expense G/L account fields, if applicable.