CONFIGURE PAYROLL TAX EXPORT SETTINGS

Use this application to establish rules that you use when generating and setting up data for the payroll tax interface. The settings in this screen apply to the company to which you logged into Costpoint. You must establish the settings on this screen before you can generate a payroll tax export file. Though you can use the Recompute Taxable Wages application to assign the Tax Service Group ID, you should also set up this screen after you receive the functionality and before you run your next payroll.

Location

Enable Payroll Tax Interface

Select this check box to indicate that you are using the Payroll Tax Interface to report your taxes. Use this option to ensure that the system identifies that you use the interface and requires the appropriate values from you.

Corporate Information and Grouping Methods

Transmitter/Corporate Identifier

Enter the identifying code used to represent your corporation in your payroll tax service.

Tax Service Grouping Method

You can group payroll records when exporting employee tax data to your payroll tax service system. All payroll records assigned to a particular Tax Service Group ID will be grouped together under one header record. There can be multiple header records in one tax file, which depends on the number of Tax Service Group IDs that you set up in Costpoint.

From the drop-down list, select the method that will be used to group employees and their payroll records when exporting payroll tax data. Valid options are:

• Pay Cycle — Select this option to link Costpoint pay cycle codes to Tax Service Group IDs.

• Federal Tax ID — Select this option to link Federal Tax IDs to Tax Service Group IDs.

• Taxable Entity ID — Select this option to link Costpoint Taxable Entity IDs to Tax Service Group IDs.

• Pay Cycle and Federal Tax ID — Select this option to link unique Federal Tax ID/Pay Cycle combinations to Tax Service Group IDs.

• Tax Service Group ID — Select this option to establish a list of unique Tax Service Group IDs.

• Pay Cycle and Taxable Entity ID — Select this option to link unique Pay Cycle/Taxable Entity ID combinations to Tax Service Group IDs.

If you did not select the Tax Service Group ID method, you can use the Update Tax Service Groups button on the Tax Service Group IDs subtask to update the Tax Service Group ID on the employee's Manage Employee Taxes record based on the Tax Service Grouping Method that you selected from this list.

Employee Department Source (for sorting W-2s)

If your tax service uses an indicator to group W-2s for delivery, from the drop-down list, select the W-2 grouping method. Valid options are Home Organization, HR Organization, Locator Code, or Not Applicable.

Department Health Insurance Benefits Provided to Employees

Select this check box if dependent health insurance benefits are provided to your employees.

Alaska Occupational Code

Source

From the drop-down list, select the source of the Alaska Occupational Code for each Alaska employee. You can select Employee Taxes, Detail Job Title, Job Title Description, or User-Defined Info. The Detail Job Title option is available only if you have a Human Resources (HR) license.

User-Defined Label

If you select User-Defined Info as the source of the Alaska Occupational Code, enter, or click to select, the user-defined label which represents the employee Alaska Occupational Codes

Puerto Rico Second Last Name

User-Defined Label

If you report SUTA wages for Puerto Rico, enter or click to select, the User-Defined Label to store the second last name.

Tax Codes

Require Tax Codes

Select this check box if your tax services use tax codes to represent and identify different taxes.

Federal Withholding Tax Code

Enter the tax code which represents federal tax withholding in your tax service system.

Employee Social Security Tax Code

Enter the tax code which represents Social Security employee withholding in your tax service system.

Employer Social Security Tax Code

Enter the tax code which represents Social Security employer tax in your tax service system.

Employee Medicare Tax Code

Enter the tax code which represents Medicare employee withholding in your tax service system.

Employee Additional Medicare Tax Code

Enter the tax code which represents Medicare employee additional withholding in your tax service system.

Employer Medicare Tax Code

Enter the tax code which represents Medicare employer withholding in your tax service system.

FUTA Tax Code

Enter the tax code which represents employer FUTA tax in your tax service system.

Subtask

• Table Information

  Changes on this screen update the following tables:

  • PRTAXSVC_SET

  • PRTAXSVC_GRP