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Trace: • Moving 11-, 12-, or 13-month Employees from NY Payroll to CY Payroll Checklist
academy:business_payroll_updatetaxtableschecklist

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academy:business_payroll_updatetaxtableschecklist [2021/12/10 20:42] – emorenoacademy:business_payroll_updatetaxtableschecklist [2024/12/13 17:52] (current) – emoreno
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-======Update Tax Tables Checklist======+======Update Tax Tables======
  
 <div #message></div> <div #message></div>
  
-<WRAP box #no-print>{{:images:printer2.jpg|}}[[academy:business_payroll_updatetaxtableschecklist?do=export_pdf&toclevels=1-3&book_title=Update Tax Tables Checklist|Click here to generate a PDF of this checklist]].+<WRAP box #no-print>{{:images:printer2.jpg|}}[[academy:business_payroll_updatetaxtableschecklist?do=export_pdf&toclevels=2-3&book_title=Update Tax Tables|Click here to generate a PDF of this checklist]].
 </WRAP> </WRAP>
  
  
-<WRAP round intro>This checklist provides information about updating tax tables for the new tax year. +<WRAP round intro>The purpose of this document is to guide you through the necessary steps to update tax tables for the new tax year. 
  
-This checklist assumes you are familiar with the basic features of the ASCENDER Business system and have reviewed the [[academy:business_overview_guide|ASCENDER Business Overview guide]].+This document assumes you are familiar with the basic features of the ASCENDER Business system and have reviewed the [[academy:business_overview_guide|ASCENDER Business Overview guide]].
 </WRAP> </WRAP>
  
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-After you download the two tax tables (which can be found?), use the [[payroll:utilities:installsalarytaxtables|Payroll > Utilities > Install Salary/Tax Tables]] page to upload the tax tables. + 
 +After obtaining and downloading the Federal Income Tax and FICA Tax files, use the [[payroll:utilities:installsalarytaxtables|Payroll > Utilities > Install Salary/Tax Tables]] page to upload the files. 
  
 {{:general:install_tax_tables_fed_inc.jpg|Install Tax Tables Fed Income}} {{:general:install_tax_tables_fed_inc.jpg|Install Tax Tables Fed Income}}
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 VCV Under **Current-Next Year**, select **Current Year**. VCV Under **Current-Next Year**, select **Current Year**.
  
-VCV Under **Process Specifications**, in the **Calendar Year** field, type the new tax year (e.g., 2022). The Import Path will be populated with the file name once it is selected.  +VCV Under **Process Specifications**, in the **Calendar Year** field, type the new tax year (e.g., 2024). The **Import Path** will populate the file name once it is selected in the next step.   
  
-VCV Click **Browse**. Locate and select the Fed_Income_Tax_2022.txt file from your computer or network, and then click **Submit** to accept the import file and return to the Import Salary/Tax Tables page.+VCV Click **Browse**. Locate and select the Fed_Income_Tax_20XX.txt file from your computer or network, and then click **Submit** to accept the import file and return to the Import Salary/Tax Tables page.
  
 {{:general:install_tax_tables_fed_inc_browse.jpg|Browse Pop-up Window}} {{:general:install_tax_tables_fed_inc_browse.jpg|Browse Pop-up Window}}
  
-VCV Click **Execute**. A preview report displays with the name of the table being updated (e.g., Fed. Income Tax Table for year 20XX).+{{:general:install_tax_tables_fed_inc_populated.jpg|Install Tax Tables Fed Income}}
  
-{{:general:install_tax_tables_fed_inc_preview.jpg|Install Tax Tables Preview}}+VCV Click **Execute**. A preview report displays the name of the table being updated (e.g., Fed. Income Tax Table for year 20XX).
  
 VCV Click **Process** to complete the import.  VCV Click **Process** to complete the import. 
  
  
-Repeat the same process to upload the FICA tax file, except under **Tables**, select **FICA Tax Rates** and then click **Browse** to select and import the FICA_Tax_Rates_2022.txt file.  +{{:general:install_tax_tables_fed_inc_preview.jpg|Install Tax Tables Preview}} 
 + 
 + 
 + 
 +<div indent>Repeat the same process to upload the FICA tax file, except under **Tables**, select **FICA Tax Rates**, and then click **Browse** to select and import the FICA_Tax_20XX.txt file.  
 +\\  \\   
 +Use the Payroll > Tables > Tax/Deductions > Income Tax or FICA Tax tabs to verify that the tables were updated successfully.    
 +</div> 
  
  
academy/business_payroll_updatetaxtableschecklist.1639168948.txt.gz · Last modified: 2021/12/10 15:42 (external edit)

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