Tax Authorities

Use the Tax Authorities function to set up and maintain local tax authorities and employee and employer federal, state, and local tax codes.

You may set up the codes you want to use and enter formulas to calculate the tax codes. You must add the Formula ID column to your screen and select the formula to use for each tax (See Column Chooser for more information.). You must also then set up Formula Tables and Status Codes to go with your tax authorities.

Federal Tax Setup

Use the Federal Tax Setup function to set up and maintain federal tax authorities and employee and employer federal tax codes.

All necessary federal tax codes are preset by the system and you cannot change them, but you do not need to set them up for your company. You can add federal tax codes to the system, though it isn't recommended.

Select Federal for the Tax Authority to work with federal tax code information.

State Tax Setup

Use the State Tax Setup function to set up and maintain state tax authorities and employee and employer state tax codes.

All necessary state tax codes are preset by the system, but you can also add codes. Consult your local OSAS reseller or the OSAS web site at www.osas.com for periodic updates to the state tax files.
Note: If you have multiple companies using payroll that require different SUI rates or limits, set up Formulas and Formula Tables.

Local Tax Setup

Use the Local Tax Setup function to set up and maintain local tax authorities and employee and employer local tax codes. There are multiple ways to set up local taxes. Some local taxes are very simple, with a fixed percentage, and do not require a table. Some local taxes are a bit more complicated, and require a tax table and a formula similar to the state withholding tax formulas. You can find more information in the Local Taxes setup topic.

Example: There are examples of both the very basic, simple local tax calculation and more complicated table-required local tax calculations. To create a local tax that is similar to the standard state withholding tax calculations, you need to set up a local withholding tax table prior to writing the formula to calculate the tax. See this topic for information on setting up a local tax table and associated formulas.

These are the basic steps to set up your local tax:

Produce a Tax Authorities List

Use the Tax Authorities List function to view a list of tax authorities you defined for your company.

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