Employee Tax Setup Tab

Use this tab to view the payroll-related tax information of the selected employee on the Manage Payroll Records screen.

Identification

Use this group box to select an employee ID. This group box also displays information about the employee's pay cycle to which this record is applied. It identifies the type of record being processed.

Field	Description
Employee	Enter the ID of the employee you want to add to this table, or click to select the ID. To edit or view a record for an employee, click and select the employee's record. The employee's name displays to the right of this field after you enter the employee ID.
Taxable Entity	Enter, or click to select, the company's taxable entity ID. Establish taxable entity IDs on the Configure Company Information screen.
Record Type	Enter a check type of X or Y when you are adding a record to this table. If you are viewing an existing record that you have retrieved using , this field displays that record's check type and cannot be modified. Following is an explanation of paycheck types. This is a required field. R: This represents regular paychecks. These types of paychecks can be generated only from a timesheet. Timesheet types of Regular and Correcting are combined to create regular paychecks. B: This represents bonus paychecks. These types of paychecks can be generated only from a timesheet. The timesheet type is Bonus. V: This represents the negative values of a voided check generated by the Void/Replace Posted Paychecks screen. This is a non-editable record. W: This represents the positive values of a replacement check generated by the Void/Replace Posted Paychecks utility. This is an editable record, but can be generated only by the Void/Replace Posted Paychecks utility. X: This paycheck type can be used any time you want to generate a paycheck without first entering a timesheet. In addition, an X type must be used to make correcting entries to the Employee Earnings table. You must enter a minimum of one line on the Pay Types subtask. Y: This paycheck type can be used any time you want to generate a paycheck without first entering a timesheet. In addition, you must use a Y type to make correcting entries, if needed, in the Employee Earnings table. You must enter a minimum of one line on the Pay Types subtask. There are no differences between X and Y records. There are two available record types so that two entries per person per Payroll Journal posting can be made. Note: If you are using X and Y paychecks so that you can print paychecks without entering timesheets, be advised that, when you print checks for a single employee, X and Y paychecks are always combined into a single paycheck. In most cases, however, X and Y paychecks are not printed, but are entered instead on the Manage Payroll Records screen with a dummy check number, or with the check number to which the correction applies.
Pay Cycle	The pay cycle for this record, which was assigned to the employee at the time payroll was processed, is displayed if you are in mode. Otherwise, the current open pay cycle is shown.
Pay Cycle End Date	The pay cycle end date for this record is displayed in mode; otherwise, the current open pay cycle ending period is displayed.

Federal and SUTA

Field	Description
Filing Status	This field displays the employee's federal filing status, such as S (Single) or M (Married).
Exemptions	This field displays the number of federal tax exemptions claimed on Form W-4 by the employee.
Override Amount	This field displays the employee’s federal withholding override amount (in lieu of the Costpoint-calculated amount withheld).
Override Percent	This field displays the employee’s federal withholding override percentage (not the percentage from the Federal Tax tables).
Dependents (Qualifying Children under 17)	This field displays the number of qualifying children under 17 (Step 3 of Form W-4).
Other Dependents	This field displays the number of other dependents (Step 3 of Form W-4).
Other Tax Credit Amount	This field displays the employee's other tax credit amount (Step 3 of Form W-4).
Other Income	This field displays the employee's other income amount (Step 4a of Form W-4).
Deductions	This field displays the employee's total deductions amount (Step 4b of Form W-4).
Additional Amount	This field displays employee's additional withholding amount each pay period (Step 4c of Form W-4).

Subject to

Field	Description
Social Security	This field displays if the employee is subject to Social Security Payroll Tax.
Medicare	This field displays if the employee is subject to Medicare Payroll Tax
FUTA	This field displays if the employee is exempt from Federal unemployment tax.
SUTA	This field displays if the employee has unemployment insurance coverage for the specified SUTA State.
Social Security Number	This field displays the social security number assigned to the employee at the time the record was computed or recalculated.
Step 2 of W-4	This checkbox indicates if Step 2 of W-4 table was selected to be used in the federal withholding amount calculation. (Step 2 of Form W-4).
Form W-4 Version	This field displays the version of Form W-4 used by the employee.

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Employee Tax Setup Tab

Use this tab to view the payroll-related tax information of the selected employee on the Manage Payroll Records screen.

Identification

Use this group box to select an employee ID. This group box also displays information about the employee's pay cycle to which this record is applied. It identifies the type of record being processed.

Field	Description
Employee	Enter the ID of the employee you want to add to this table, or click to select the ID. To edit or view a record for an employee, click and select the employee's record. The employee's name displays to the right of this field after you enter the employee ID.
Taxable Entity	Enter, or click to select, the company's taxable entity ID. Establish taxable entity IDs on the Configure Company Information screen.
Record Type	Enter a check type of X or Y when you are adding a record to this table. If you are viewing an existing record that you have retrieved using , this field displays that record's check type and cannot be modified. Following is an explanation of paycheck types. This is a required field. R: This represents regular paychecks. These types of paychecks can be generated only from a timesheet. Timesheet types of Regular and Correcting are combined to create regular paychecks. B: This represents bonus paychecks. These types of paychecks can be generated only from a timesheet. The timesheet type is Bonus. V: This represents the negative values of a voided check generated by the Void/Replace Posted Paychecks screen. This is a non-editable record. W: This represents the positive values of a replacement check generated by the Void/Replace Posted Paychecks utility. This is an editable record, but can be generated only by the Void/Replace Posted Paychecks utility. X: This paycheck type can be used any time you want to generate a paycheck without first entering a timesheet. In addition, an X type must be used to make correcting entries to the Employee Earnings table. You must enter a minimum of one line on the Pay Types subtask. Y: This paycheck type can be used any time you want to generate a paycheck without first entering a timesheet. In addition, you must use a Y type to make correcting entries, if needed, in the Employee Earnings table. You must enter a minimum of one line on the Pay Types subtask. There are no differences between X and Y records. There are two available record types so that two entries per person per Payroll Journal posting can be made. Note: If you are using X and Y paychecks so that you can print paychecks without entering timesheets, be advised that, when you print checks for a single employee, X and Y paychecks are always combined into a single paycheck. In most cases, however, X and Y paychecks are not printed, but are entered instead on the Manage Payroll Records screen with a dummy check number, or with the check number to which the correction applies.
Pay Cycle	The pay cycle for this record, which was assigned to the employee at the time payroll was processed, is displayed if you are in mode. Otherwise, the current open pay cycle is shown.
Pay Cycle End Date	The pay cycle end date for this record is displayed in mode; otherwise, the current open pay cycle ending period is displayed.

Federal and SUTA

Field	Description
Filing Status	This field displays the employee's federal filing status, such as S (Single) or M (Married).
Exemptions	This field displays the number of federal tax exemptions claimed on Form W-4 by the employee.
Override Amount	This field displays the employee’s federal withholding override amount (in lieu of the Costpoint-calculated amount withheld).
Override Percent	This field displays the employee’s federal withholding override percentage (not the percentage from the Federal Tax tables).
Dependents (Qualifying Children under 17)	This field displays the number of qualifying children under 17 (Step 3 of Form W-4).
Other Dependents	This field displays the number of other dependents (Step 3 of Form W-4).
Other Tax Credit Amount	This field displays the employee's other tax credit amount (Step 3 of Form W-4).
Other Income	This field displays the employee's other income amount (Step 4a of Form W-4).
Deductions	This field displays the employee's total deductions amount (Step 4b of Form W-4).
Additional Amount	This field displays employee's additional withholding amount each pay period (Step 4c of Form W-4).

Subject to

Field	Description
Social Security	This field displays if the employee is subject to Social Security Payroll Tax.
Medicare	This field displays if the employee is subject to Medicare Payroll Tax
FUTA	This field displays if the employee is exempt from Federal unemployment tax.
SUTA	This field displays if the employee has unemployment insurance coverage for the specified SUTA State.
Social Security Number	This field displays the social security number assigned to the employee at the time the record was computed or recalculated.
Step 2 of W-4	This checkbox indicates if Step 2 of W-4 table was selected to be used in the federal withholding amount calculation. (Step 2 of Form W-4).
Form W-4 Version	This field displays the version of Form W-4 used by the employee.