Changes for page Setting up Additional State Withholding Deductions

Last modified by Peytience S on 2023/10/30 19:16

From 2.1 to 1.1

From version 4.1

edited by Peytience S
on 2023/10/30 19:16

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To version 2.1

edited by christie w
on 2023/02/01 22:14

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--XWiki.peytiences
++XWiki.christiew

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  **To set up additional State Withholding Deductions for employees in another state:**
--* Go to **"Payroll Items"** and select the employee from the list on the left side of the window.
--* **Uncheck** the current State Withholding Deduction that **does not apply** to the employee.
--* Click on the red **"New"** button to the right of **Deductions**.
--* From the **"Calculation Method"** dropdown menu, select **"Tax Calculation"**.
++*
++** Go to **"Payroll Items"** and select the employee from the list on the left side of the window.
--[[image:https://www.aatrix.com/files/3814/2359/3698/Additional_State_Withholding_Deductions_01.png||alt="Learn how to set up additional State Withholding deductions." height="292" width="679"]]
++*
++** **Uncheck** the current State Withholding Deduction that **does not apply** to the employee.
--* In the **"Select Tax Calculations" **window, select the **"Select State" **button**.**
--* From the first dropdown menu below, **select the proper state**.
--* From the second dropdown menu, **select the state tax** and click **"OK"**.
++*
++** Click on the red **"New"** button to the right of **Deductions**.
--[[image:https://www.aatrix.com/files/6114/2359/3699/Additional_State_Withholding_Deductions_02.png||alt="Learn how to set up additional State Withholding deductions." height="311" width="540"]]
++*
++** From the **"Calculation Method"** dropdown menu, select **"Tax Calculation"**.
--* Back in the **"New Deduction" **window change the **"Type" **dropdown to **"State Income Tax".**
--* If you post your payroll to Quickbooks, you will need to link it to an account set up as "Other Current Liability" from the **Liability Account** dropdown under the **"Accounting Links" **section for your payroll to properly post.
--* Click **"OK".**
++[[image:https://www.aatrix.com/files/3814/2359/3698/Additional_State_Withholding_Deductions_01.png||alt="Learn how to set up additional State Withholding deductions." height="292" width="679"]]
--[[image:https://www.aatrix.com/files/6614/2359/3700/Additional_State_Withholding_Deductions_03.png||alt="Learn how to set up additional State Withholding deductions." height="395" width="674"]]
++*
++** In the **"Select Tax Calculations" **window, select the **"Select State" **button**.**
--* Since the deduction was created with an employee highlighted on the list, it will only be applied to that employee.
--* If there are more than one person that would be subject to the withholding deduction you just created, you will need to select them from the list.
--** **Uncheck** the state Withholding deduction that does not apply and check the one that does.
--* Once assigned, you will need to go to the **Employee Information** screen and select the correct **Filing Status** and **Number of Claims** for the **State Tax **in the **Tax **section so the tax calculates correctly for the employee.
++*
++** From the first dropdown menu below, **select the proper state**.
------
++*
++** From the second dropdown menu, **select the state tax** and click **"OK"**.
--== Related Pages: ==
++[[image:https://www.aatrix.com/files/6114/2359/3699/Additional_State_Withholding_Deductions_02.png||alt="Learn how to set up additional State Withholding deductions." height="311" width="540"]]
--=== [[Creating and Personalizing Employer Paid Items>>doc:Mac.Payroll Items .Creating and Personalizing Employer Paid Items .WebHome]] ===
++*
++** Back in the **"New Deduction" **window change the **"Type" **dropdown to **"State Income Tax".**
--Learn how to set up Employer Paid Items
++*
++** If you post your payroll to Quickbooks, you will need to link it to an account set up as "Other Current Liability" from the **Liability Account** dropdown under the **"Accounting Links" **section for your payroll to properly post.
++*
++** Click **"OK".**
--=== [[Setting up and Personalizing Medical Deductions>>doc:Mac.Payroll Items .Setting up and Personalizing Medical Deductions.WebHome]] ===
++[[image:https://www.aatrix.com/files/6614/2359/3700/Additional_State_Withholding_Deductions_03.png||alt="Learn how to set up additional State Withholding deductions." height="395" width="674"]]
--Learn how to set up and personalize medical deductions.
++*
++** Since the deduction was created with an employee highlighted on the list, it will only be applied to that employee.
++*
++** If there are more than one person that would be subject to the withholding deduction you just created, you will need to select them from the list.
++\\**Uncheck** the state Withholding deduction that does not apply and check the one that does.
--=== [[Personalizing Deductions for Individual Employees>>doc:Mac.Payroll Items .Personalizing Deductions for Individual Employees.WebHome]] ===
--
--Learn how to personalize deductions for every employee.
--
--
--=== [[Setting up Reimbursements>>doc:Mac.Payroll Items .Setting up Reimbursements .WebHome]] ===
--
--Learn how to set up reimbursements for employees.
--
--
--=== [[Creating and Assigning Deductions>>doc:Mac.Payroll Items .Creating and Assigning Deductions.WebHome]] ===
--
--Learn how to create and assign deductions.
++*
++** Once assigned, you will need to go to the **Employee Information** screen and select the correct **Filing Status** and **Number of Claims** for the **State Tax **in the **Tax **section so the tax calculates correctly for the employee.