TRAVERSE Global v11.1

Status Codes

Use the Status Codes function to set up and maintain statuses for tax purposes. Statuses can differ from locality to locality, therefore Open Systems, Inc. does not supply information about local tax regulations with regards to status. Research the appropriate local tax regulations where your employees file taxes for more information.

Status codes set up using this function will be available in the employee information setup on the tax tab to select the status for filing and withholding taxes for each employee. Each status code set up here must have a corresponding withholding tax table set up in the formula tables function.

Open Systems Inc. supplies the valid statuses for all federal and state withholding taxes in the annual year end tax update.

Sample Status Code screen

ClosedCreating a Status Code
  1. Select, as applicable, the Tax Authority, State Code, and Local Code to associate with the status code.
  2. Select the payroll year for which you want to set up status codes from the Payroll Year field.
  3. Click the New button, on the toolbar, to open a blank status record.
  4. Enter a new status code in the Status Code field.
  5. Enter a description of the new status code in the Description field.
  6. Click the Save button, on the toolbar, to save the new status code.
ClosedEditing a Status Code
  1. Select, as applicable, the Tax Authority, State Code, and Local Code for the status code to edit.
  2. Edit the fields as necessary.
  3. Click the Save button, on the toolbar, to save any changes made to the status code.
ClosedDeleting a Status Code
  1. Select, as applicable, the Tax Authority, State Code, and Local Code for the status code to delete.
  2. Select the status code to delete from the Status Code field.
  3. Click the Delete button, on the toolbar, to delete the selected status code.
  4. Click Yes at the "Are you sure you want to delete selected record(s)?" prompt.