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  • 1.  Tax rule

    Posted 11-14-2019 15:22
    I have a client we just upgraded to 2019 and they need a tax rule that only does federal withholding, but not FICA and Medicare.  Does anyone which rule will accomplish this?  Thanks!

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    John Leonard
    President
    JLA Consulting
    Metairie LA
    504-835-9639
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  • 2.  RE: Tax rule

    Posted 11-14-2019 15:46
    To achieve this you can create a Tax Profile, turning off those taxes that should not be calculated/withheld.  In the Tax Group Details you simply uncheck those taxes that shouldn't be included.  The Tax Profile will need to be assigned to the Employee in Employee Maintenance to allow it to be selected for the earnings code during the payroll cycle.

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    Michelle Taylor
    ERP Consulting Manager, CS3 Technology
    918-388-9772
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  • 3.  RE: Tax rule

    Posted 11-14-2019 15:49

    OK, that makes sense.  Thanks!!

     

    John P. Leonard, CPA, CITP

    JLA Consulting

    (504) 835-9639

    (504) 835-7850 (FAX)

    www.jlaconsulting.net

     



    ------Original Message------

    To achieve this you can create a Tax Profile, turning off those taxes that should not be calculated/withheld.  In the Tax Group Details you simply uncheck those taxes that shouldn't be included.  The Tax Profile will need to be assigned to the Employee in Employee Maintenance to allow it to be selected for the earnings code during the payroll cycle.

    ------------------------------
    Michelle Taylor
    ERP Consulting Manager, CS3 Technology
    918-388-9772
    ------------------------------


  • 4.  RE: Tax rule

    Posted 11-14-2019 15:55
    Most welcome!

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    Michelle Taylor
    ERP Consulting Manager, CS3 Technology
    918-388-9772
    ------------------------------

    Original Message


  • 5.  RE: Tax rule

    Posted 11-14-2019 16:23
    Since it's complete, I'll close out to Sage 100. #Urgent​

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    Robert Wood
    Consultant
    90 Minds, Inc.
    Ocala FL
    352-615-5898
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    Original Message


  • 6.  RE: Tax rule

    Posted 11-19-2019 13:46
    Be careful in that using the tax profile it will apply to all earnings codes.

    But I do like that concept.  By being selective with the tax profile and the lines it is applied to you can correct just about any screw up.

    Kudos to Michelle.

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    Thomas Rogers (TomTarget)
    Target System Technology, Inc.
    Spokane Valley WA
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    Original Message


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