Select this check box to indicate that you are using the Payroll Tax Interface to report your taxes. Selecting this option enables the Tax Code fields for data entry.

Enter the identifying code used to represent your corporation in your payroll tax service.

You can group payroll records when exporting employee tax data to your payroll tax service system. All payroll records assigned to a particular Tax Service Group ID will be grouped together under one header record. There can be multiple header records in one tax file, which depends on the number of Tax Service Group IDs that you set up in Costpoint.

From the drop-down list, select the method that will be used to group employees and their payroll records when exporting payroll tax data. Valid options are:

• Pay Cycle: Select this option to link Costpoint pay cycle codes to Tax Service Group IDs. If you select this option and an employee has more than one Tax Service Group ID during a given payroll year, a W-2 record will be created for each Tax Service Group ID. However, when W-2s are printed, only one W-2 will print for each employee and taxable entity ID.
• Federal Tax ID: Select this option to link Federal Tax IDs to Tax Service Group IDs.
• Taxable Entity ID: Select this option to link Costpoint Taxable Entity IDs to Tax Service Group IDs.
• Pay Cycle and Federal Tax ID: Select this option to link unique Federal Tax ID/Pay Cycle combinations to Tax Service Group IDs.
• Tax Service Group ID: Select this option to establish a list of unique Tax Service Group IDs. If you select this option and an employee has more than one Tax Service Group ID during a given payroll year, a W-2 record will be created for each Tax Service Group ID. However, when W-2s are printed, only one W-2 will print for each employee and taxable entity ID.
• Pay Cycle and Taxable Entity ID: Select this option to link unique Pay Cycle/Taxable Entity ID combinations to Tax Service Group IDs.

If you did not select the Tax Service Group ID method, you can use the Update Tax Service Groups button on the Tax Service Group IDs subtask to update the Tax Service Group ID on the employee's Manage Employee Taxes record based on the Tax Service Grouping Method that you selected from this list.

If your tax service uses an indicator to group W-2s for delivery, select the W-2 grouping method. Valid options are Home Organization, HR Organization, Locator Code, or Not Applicable.

Select this check box if dependent health insurance benefits are provided to your employees.

Select the source of the Occupational Code for each employee. You can select Employee Taxes, Detail Job Title, Job Title Description, or User-Defined Info. The Detail Job Title option is available only if you have a Human Resources (HR) license.

If you select User-Defined Info as the source of the Occupational Code, enter, or click to select, the user-defined label which represents the employee Occupational Codes.

If you report SUTA wages for Puerto Rico, enter or click to select, the User-Defined Label to store the second last name.

Select this check box if your tax services use tax codes to represent and identify different taxes.

Enter the tax code which represents federal tax withholding in your tax service system.

Enter the tax code which represents Social Security employee withholding in your tax service system.

Enter the tax code which represents Social Security employer tax in your tax service system.

Enter the tax code which represents Medicare employee withholding in your tax service system.

Enter the tax code which represents Medicare employee additional withholding in your tax service system.

Enter the tax code which represents Medicare employer withholding in your tax service system.

Enter the tax code which represents employer FUTA tax in your tax service system.