Employee Console - Tax Override

Employee Tax Override; standard Treeview path: Employee Console > Tax Override

The Tax Override screen is used to override standard employee tax calculations, in order to customize their federal, state, or local tax calculations. This feature can also be found on the Tax tab of an Employee Profile screen.

For further information, please refer to the Employee Taxes Overrides section of the US Payroll guide.

[Add] – Button

Press this button to add a new tax override for the selected employee. Press the [Save] button to commit the record or press the [Cancel] button to abort the process.

Employee Tax Overrides

The Employee Number, Employee Name, Federal Filing Status, Work State, and Residence State fields are defaulted from the information entered in the Employee Profile.

State Code

Enter/select the code for the state to which the tax override applies.

Wrl Code

Enter/select the code for the work location of the employee.

Effective Date

Enter/select the date the tax override takes effect.

Exclude Flag – Checkbox

Check this box to exclude this override from any tax calculations.

Tax Code

Select the tax code. These codes can be set in the Taxes screen (standard Treeview path: US Payroll > Administration > Taxes > Taxes). In order to appear in this LOV, the “Local” option should be selected in the Tax Level field.

Tax Type

Select whether the tax is a residential tax, a work tax, or a mixture of both.

Tax Amount

Enter the full amount of the tax.

Amount Type

Select the type of the tax amount.

Calculation Method, Alternative Calculation Method

Select the primary and alternative tax calculation methods.

Add. Prim. Exmp. Amount, Add. Supl. Exmp Amount

Enter the primary and supplemental additional exemption amounts.

Override Rglr. Tax Rate, Override Supl. Tax Rate

Enter the regular and supplemental override tax rates.

Add. Rglr. Tax Rate, Add. Supl Tax Rate

Enter the regular and supplemental additional tax rate.

Override Rglr. Exmp. Amount, Override Supl. Exmp. Amount

Enter the regular and supplemental override exemption amounts.

Maximum Wage Limit

Enter the maximum wage amount, up to which the tax override applies.

Max. Deduction Override Amount

Enter the maximum amount that may be deducted from the original tax.

Tax Override Details

Press the Delete icon () to remove the assigned asset from the employee’s Details section.