Help Toolbar   (select a button to browse other online help sections)

Home  Index  Tutorials  Resources  Search  Tabs & Menus  Button Bar  Table & Data Display

Entering an Employee's Tax Information

For this tutorial, we will show you how to define the tax information for your payroll employees. Each employee requires a number of settings that relate to how their taxes will be calculated in the payroll.

Before you begin: This tutorial assumes that you have already added a number of employees to your payroll. If you have not yet added your employees, you will not be able to edit their settings. Note: Employees cannot be added from this screen - you must do so in the Setup Employee screen.

NOTE: Click on the images below to view them at full size


To define employee tax parameters:

  1. From the Payroll tab, open the Employee - Tax Parameters screen. This screen is used to define the detailed tax settings required for each employee in the payroll. You can use the various features to add and define settings for new employees or to review or change settings for existing employees.

    2. Tax Parameters Help Screen...

    Note: If you are working through the Quick Start Guide in order (or have completed the tutorials on adding employees - manually or with an employee template), the five employees that you created earlier will appear in the table along with a number of blank tax-related cells that need to be defined. As with other screens, you can enter the required data one row at a time, or you can activate Edit Mode for all of the rows at once and use the <Tab> key on your keyboard to enter the data in a more efficient manner. We will use the single-row method method for this tutorial.

  2. Double-click on the employee's row that you wish to edit. This activates Edit Mode so that you make changes to the cells.
    Example: In Fig. 01 below, we have edited the Provincial TD1 Amount cell for Isabelle to set the rate that corresponds to the province in which she works.

    Fig. 01: Setting the WCB rate for an employee.
    Fig. 01: Setting the Provincial TD1 rate for an employee.
  3. Continue editing the data for each cell as needed for the remaining employees in your payroll (press <F1> to use the Online Help system if you need to look up a definition for the various cells).
    Example: In our example below, we have entered the tax information for five sample employees and have left a number of cells with the default values.

    Employee Tax Province Provincial TD1 Amount
    Gregory House Manitoba $9,626
    Josephine Webster Manitoba $9,626
    Isabelle Bedard Quebec $15,269
    Peter Lepekas Manitoba $9,626
    Claire Ardent Quebec $15,269
  4. When you have finished entering your data, save the information for all of the rows.
    5. Fig. 02: The Tax Parameters screen completed for 5 employees
    Fig. 02: The Tax Parameters screen completed for 5 employees.

    This completes the tutorial on setting employee tax parameters.

    Note: If you are working through the payroll setup process in order, you will need to continue through the Employee menu to finish entering the data that is required for each new payroll employee.


See Also:

Other Employee Settings: