Sage 100

A customer has some employees who are not subject to state taxes, but only on some earnings codes. I'm currently struggling with a Sage tech on the phone about how to set that up. Does anyone know?

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Karen O'Lane
Accounting Systems, Inc. (ASI)
------------------------------

A specific Tax Profile must be setup, then added to the Employee record on the Taxes tab, and applied to the line in Payroll Entry.  When you add them to the Employee record, at least in my install, the duplicate state profiles do not show on the screen.  As long as they are in the list of added profiles, they can be used in the payroll data entry.


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

Humph. Sage Bob says that the only thing that can be done is:
1. Create a new tax profile with those taxes deselected.
2. Associate the new tax profile to the affected employees in Employee Maintenance on the Taxes tab and make one of them the 'default'.
3. In payroll data entry, change the tax profile code for each earnings code line.

Seems clunky. Before 2018, the subject to tax check boxes were on each earnings code.

------------------------------
Karen O'Lane
Accounting Systems, Inc. (ASI)
------------------------------

@Michelle Taylor - Yes, that's the info that I finally got from Sage. It took two technicians and a very long time. Thank you for the nice screen shots!

------------------------------
Karen O'Lane
Accounting Systems, Inc. (ASI)
------------------------------

Original Message:
Sent: 06-19-2019 15:00
From: Karen O'Lane
Subject: v2018 Earnings not subject to taxes

Humph. Sage Bob says that the only thing that can be done is:
1. Create a new tax profile with those taxes deselected.
2. Associate the new tax profile to the affected employees in Employee Maintenance on the Taxes tab and make one of them the 'default'.
3. In payroll data entry, change the tax profile code for each earnings code line.

Seems clunky. Before 2018, the subject to tax check boxes were on each earnings code.

------------------------------
Karen O'Lane
Accounting Systems, Inc. (ASI)
------------------------------

You're most welcome!  Always helps me to see it.  That's difficult/sad to hear, that it took them so long.  It look me less than 10 minutes to answer, including the screenshots.  I hoped someone at Sage would know the system a little better by now.

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

Original Message:
Sent: 06-19-2019 15:03
From: Karen O'Lane
Subject: v2018 Earnings not subject to taxes

@Michelle Taylor - Yes, that's the info that I finally got from Sage. It took two technicians and a very long time. Thank you for the nice screen shots!

------------------------------
Karen O'Lane
Accounting Systems, Inc. (ASI)
------------------------------


Original Message:
Sent: 06-19-2019 15:00
From: Karen O'Lane
Subject: v2018 Earnings not subject to taxes

Humph. Sage Bob says that the only thing that can be done is:
1. Create a new tax profile with those taxes deselected.
2. Associate the new tax profile to the affected employees in Employee Maintenance on the Taxes tab and make one of them the 'default'.
3. In payroll data entry, change the tax profile code for each earnings code line.

Seems clunky. Before 2018, the subject to tax check boxes were on each earnings code.

------------------------------
Karen O'Lane
Accounting Systems, Inc. (ASI)

Honestly! I went to Sage first because I try to not overburden our members, and I figure that the Sage techs should know how it works. Look what happened. I'm giving you a virtual hug and high-five.

------------------------------
Karen O'Lane
Accounting Systems, Inc. (ASI)
------------------------------

Original Message:
Sent: 06-19-2019 15:05
From: Michelle Taylor
Subject: v2018 Earnings not subject to taxes

You're most welcome!  Always helps me to see it.  That's difficult/sad to hear, that it took them so long.  It look me less than 10 minutes to answer, including the screenshots.  I hoped someone at Sage would know the system a little better by now.

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


Original Message:
Sent: 06-19-2019 15:03
From: Karen O'Lane
Subject: v2018 Earnings not subject to taxes

@Michelle Taylor - Yes, that's the info that I finally got from Sage. It took two technicians and a very long time. Thank you for the nice screen shots!

------------------------------
Karen O'Lane
Accounting Systems, Inc. (ASI)


Original Message:
Sent: 06-19-2019 15:00
From: Karen O'Lane
Subject: v2018 Earnings not subject to taxes

Humph. Sage Bob says that the only thing that can be done is:
1. Create a new tax profile with those taxes deselected.
2. Associate the new tax profile to the affected employees in Employee Maintenance on the Taxes tab and make one of them the 'default'.
3. In payroll data entry, change the tax profile code for each earnings code line.

Seems clunky. Before 2018, the subject to tax check boxes were on each earnings code.

------------------------------
Karen O'Lane
Accounting Systems, Inc. (ASI)

Much appreciated!

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

Original Message:
Sent: 06-19-2019 15:13
From: Karen O'Lane
Subject: v2018 Earnings not subject to taxes

Honestly! I went to Sage first because I try to not overburden our members, and I figure that the Sage techs should know how it works. Look what happened. I'm giving you a virtual hug and high-five.

------------------------------
Karen O'Lane
Accounting Systems, Inc. (ASI)
------------------------------


Original Message:
Sent: 06-19-2019 15:05
From: Michelle Taylor
Subject: v2018 Earnings not subject to taxes

You're most welcome!  Always helps me to see it.  That's difficult/sad to hear, that it took them so long.  It look me less than 10 minutes to answer, including the screenshots.  I hoped someone at Sage would know the system a little better by now.

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


Original Message:
Sent: 06-19-2019 15:03
From: Karen O'Lane
Subject: v2018 Earnings not subject to taxes

@Michelle Taylor - Yes, that's the info that I finally got from Sage. It took two technicians and a very long time. Thank you for the nice screen shots!

------------------------------
Karen O'Lane
Accounting Systems, Inc. (ASI)


Original Message:
Sent: 06-19-2019 15:00
From: Karen O'Lane
Subject: v2018 Earnings not subject to taxes

Humph. Sage Bob says that the only thing that can be done is:
1. Create a new tax profile with those taxes deselected.
2. Associate the new tax profile to the affected employees in Employee Maintenance on the Taxes tab and make one of them the 'default'.
3. In payroll data entry, change the tax profile code for each earnings code line.

Seems clunky. Before 2018, the subject to tax check boxes were on each earnings code.

------------------------------
Karen O'Lane
Accounting Systems, Inc. (ASI)

That is sad, (and I know there are some gurus... but also some newbies). 
This made me think a silly thought: 90-Minds selling a support plan to Sage, where their technical support staff can ask the experts.  Phone number auto-forwarded to a call back request, with a 7-day guarantee that someone will phone... at an indeterminate time of the day.  >.<

------------------------------
Kevin Moyes
Technical Systems Analyst
Munjal White Consulting Co.
Toronto ON
------------------------------

Original Message:
Sent: 06-19-2019 15:05
From: Michelle Taylor
Subject: v2018 Earnings not subject to taxes

You're most welcome!  Always helps me to see it.  That's difficult/sad to hear, that it took them so long.  It look me less than 10 minutes to answer, including the screenshots.  I hoped someone at Sage would know the system a little better by now.

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


Original Message:
Sent: 06-19-2019 15:03
From: Karen O'Lane
Subject: v2018 Earnings not subject to taxes

@Michelle Taylor - Yes, that's the info that I finally got from Sage. It took two technicians and a very long time. Thank you for the nice screen shots!

------------------------------
Karen O'Lane
Accounting Systems, Inc. (ASI)


Original Message:
Sent: 06-19-2019 15:00
From: Karen O'Lane
Subject: v2018 Earnings not subject to taxes

Humph. Sage Bob says that the only thing that can be done is:
1. Create a new tax profile with those taxes deselected.
2. Associate the new tax profile to the affected employees in Employee Maintenance on the Taxes tab and make one of them the 'default'.
3. In payroll data entry, change the tax profile code for each earnings code line.

Seems clunky. Before 2018, the subject to tax check boxes were on each earnings code.

------------------------------
Karen O'Lane
Accounting Systems, Inc. (ASI)

Funny!  That made me literally laugh out loud :)

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

Original Message:
Sent: 06-19-2019 15:19
From: Kevin Moyes
Subject: v2018 Earnings not subject to taxes

That is sad, (and I know there are some gurus... but also some newbies).
This made me think a silly thought: 90-Minds selling a support plan to Sage, where their technical support staff can ask the experts.  Phone number auto-forwarded to a call back request, with a 7-day guarantee that someone will phone... at an indeterminate time of the day.  >.<

------------------------------
Kevin Moyes
Technical Systems Analyst
Munjal White Consulting Co.
Toronto ON
------------------------------


Original Message:
Sent: 06-19-2019 15:05
From: Michelle Taylor
Subject: v2018 Earnings not subject to taxes

You're most welcome!  Always helps me to see it.  That's difficult/sad to hear, that it took them so long.  It look me less than 10 minutes to answer, including the screenshots.  I hoped someone at Sage would know the system a little better by now.

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


Original Message:
Sent: 06-19-2019 15:03
From: Karen O'Lane
Subject: v2018 Earnings not subject to taxes

@Michelle Taylor - Yes, that's the info that I finally got from Sage. It took two technicians and a very long time. Thank you for the nice screen shots!

------------------------------
Karen O'Lane
Accounting Systems, Inc. (ASI)


Original Message:
Sent: 06-19-2019 15:00
From: Karen O'Lane
Subject: v2018 Earnings not subject to taxes

Humph. Sage Bob says that the only thing that can be done is:
1. Create a new tax profile with those taxes deselected.
2. Associate the new tax profile to the affected employees in Employee Maintenance on the Taxes tab and make one of them the 'default'.
3. In payroll data entry, change the tax profile code for each earnings code line.

Seems clunky. Before 2018, the subject to tax check boxes were on each earnings code.

------------------------------
Karen O'Lane
Accounting Systems, Inc. (ASI)