US Tax

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IMG Path & Table: Maintain States of Operation

Path: Payroll à Payroll: USA à Tax à Load Tax Data à Maintain states of operation
Table: T5UTC

Maintain states of operation
In this step you enter the states in which you operate. This data will be used to populate the relevant tax authorities for your firm.

Activities
1. Enter the states in which you operate (or remove the states in which you do not operate).
2. Enter the validity periods for the states.
3. Save the entries.

Further notes
In the step 'Delete/insert tax table entries' you may run a report to remove the entries for states in which you do not operate, or to update entries from client 000 after tax updates.

In this step you enter the states in which you operate. This data will be used to populate the relevant tax authorities for your firm.

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Delete/insert tax table entries

In this step you may DELETE tax table entries for states in which you do not operate (only for this client). Or, if you choose to run the report with the 'reverse' option, you may INSERT entries within your client number after tax updates.

Example: If 'CA' does not exist as a state of operation for your firm, the the following entries would be removed:

Tax authorities: CA
CA01
Residence tax areas: CA
CA01
Work tax areas: CA
CA01
Tax types per authority: CA 01
CA 10
CA 16
CA 41
CA 48
CA01 19

Requirements
In the previous step, 'Maintain States of Operation', you entered the states in which you operate. These entries will be used to purge the tax tables of superfluous entries and you may leave the 'States' option blank. If you have not maintained this table, ALL tax entries will be deleted unless you populate the 'States' option (it is much more reliable to populate the 'States of Operation' than to remember to enter them here).

Executing the report with the 'reverse' option selected will insert entries which do not exist in your client but exist in client 000, for your states of operation. This should be done after every tax update to ensure that any new tax authorities are available for your client.

Recommendation
Do not execute this report (except using the 'reverse' option) after your site has gone live. Otherwise, you may delete entries which are already used in infotypes.

Further notes
If you accidentally remove entries for states you still want to use, you may execute the report with the 'reverse' box checked. If the entries exist in client 000, the entries will be copied from there.

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