Enhanced Payroll Tax Codes

The Enhanced Payroll Tax Codes function matches the codes used internally by the Aatrix FormsViewer to the tax codes Traverse uses to build tax forms correctly when you use the Enhanced Payroll Tax Reports function.

NOTE: If you do not use the Enhanced Payroll Tax Reports function to generate interactive tax forms, you do not need to use this function.

Because FormsViewer uses different codes for tax withholding than Traverse, you need to match the codes Traverse uses to those used by FormsViewer to correctly generate tax forms. The tax codes Traverse uses have already been matched to FormsViewer codes for you, but you may need to verify these mappings (especially local tax codes) to make sure they use the correct codes for your system.

For example, consider a situation in which a number of mappings for local tax codes are set up and appear on the list on the Enhanced Payroll Tax Codes screen. However, since you can use customer withholding codes to track these tax amounts when they apply in your area, no withholding code is specified for these mappings. If you are subject to these taxes, you must edit these records to specify the withholding code to use so that tax reports are built and generated correctly.

When setting up the local tax in the local tax setup you must select the tax type for the code you set up here for any reports to work.

Periodically, new tax codes may be added. Contact OSAS or your software provider when you need to add a new tax code for information on the FormsViewer code to use. For example, for the federal withholding you would enter FWH in the code. For state withholding you would enter SWH. For local withholding you would probably enter LWH, or whatever you set up as the code on the employee or employer tab of the local tax setup screen.

• To view and change tax code mappings, select Enhanced Payroll Tax Codes from the Codes Maintenance menu. The Enhanced Payroll Tax Codes screen appears.
• Scroll down the list to make sure that all code mappings are correct. If you use a tax code that has a blank Code field, enter the Traverse code you use to map it to the Tax Type in FormsViewer.
• When you need to add a new tax code, contact OSAS for information about the values you need to enter in this function.
• Close the screen to save your changes and return to the Codes Maintenance menu.

Produce an Enhanced Payroll Tax Codes List

1. Select the print preview button () to preview the list.
2. The preview report screen appears.
3. Select the print button () in the toolbar to print your list.