US Tax

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Define tax form groups containing non-tax wage types
In this step, you define tax form groups containing non-tax wage type amounts.

The process involves:
1. Creating new tax form groups (if you require additional tax form groups that are not delivered with the standard system)

2. Assigning wage types to tax form groups
3. Defining how tax form groups are evaluated in Tax Reporter
For details on configuring tax form groups for Form W-2, refer to the section titled

W-2 Tax Form Group Configuration.
1. To create new tax form groups, perform the following steps.
a) On the Change View "Tax form groups for other wage types": Overview screen, select New entries.
b) On the following screen, enter the name and description of your custom tax form group.
c) Save your entries, and exit the transaction.
2. To assign wage types to tax form groups, perform the following steps.
a) On the Change View "Tax form groups for other wage types": Overview screen, select the desired tax form.
b) Choose Assignment of wage types containing no tax amount.
c) On the Change View "Assign wage types to tax form groups": Overview screen, choose New entries.
d) On the New Entries: Details of Created Entries screen, enter the appropriate information:

Select a wage type you want to assign to this tax form group
Determine whether a number, a rate, or an amount will be taken from the payroll results
Specify how this item will be stored in the tax interface table; as taxable, tax, tax and deposit, penalty, or as interest
Indicate whether the wage type will be added or subtracted in the field
e) Save your entries.
f) Repeat this process for each wage type you wish to assign to the tax form group.

3. To define how tax form groups are evaluated in Tax Reporter, perform the following steps.
a) On the Change View "Tax form groups for other wage types": Overview screen, select the desired tax form group.
b) Choose Evaluation of tax forms.
c) On the Change View "Evaluation of tax form groups": Overview screen, choose New entries.
d) On the New Entries: Details of Created Entries screen, enter the appropriate information:
Specify whether or not employee information is required
Indicate a time range in which the data is stored
Specify how amounts will be recorded for retrocalculation
e) Save your entries, and exit the transaction.

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