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Adding a payroll tax state to an operation

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Adding and deleting a payroll tax state for your operations

Payroll tax is essential in your platform as it is reflected in your financial reports, such as the Advanced Payroll Activity Report (APAR) and the Payroll Tax Report. These reports provide an estimate of your payroll tax liability, enabling you to set aside the necessary funds for when you need to make external payments.

Payroll tax rates also help in creating rate books that can be customised for different Operations within your platform. This is particularly beneficial when dealing with both tax-exempt and standard organisations that are liable for payroll taxation.

In this article, we will cover:

  • Add a Payroll Tax State to an Operation
  • Deleting a Payroll Tax State from an Operation

  Before adding the Payroll Tax States to a rates book, ensure that you have set up the Payroll Tax rates in your platform. Refer to the 'Add/update a Payroll Tax rate' article to learn how to add Payroll Tax rates to your platform.

Adding a payroll tax state to an operation

Payroll tax rates vary by state, so you will need to include any relevant Payroll tax states where the operation conducts business.

To add a Payroll Tax State to an Operation:

  1. In the quick menu, navigate to Operations > Approved Operations. Locate the desired Operation and select that Operation to go to the profile.
  2. In the Operation profile, select the Card icon and then the Financial tab.
  3. Select Edit in the Financial section.
  4. Select a new Payroll Tax rate from the drop-down list. 
  5. Add more Payroll Tax rates if the Operation operates in more than one state.
  6. Select Save.

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  The Operation must have the Payroll Tax States assigned before positions can be added to the Rates Book.
Deleting a payroll tax State from an operation

  Please note: It is not recommended that a Payroll State be deleted from an Operation that has processed pays, as this can cause issues and/or errors with payslips. 

However, if you have added a Payroll State to an Operation in error (e.g. the wrong state has been added), then this can be safely deleted. 

To delete a payroll tax state from an operation:

  1. In the quick menu, navigate to Operations > Approved Operations. Locate the desired Operation and select that Operation to go to the profile.
  2. In the Operation profile, select the Card icon and then the Financial tab.
  3. Select Edit in the Financial section.
  4. Select x against the Payroll Tax rate to delete.
  5. Select save.

 

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