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╔═══ PAYROLL USA CONFIGURATION -Feb- at : hrs. ]═══════════════════╗ ║ ║ ║Vers. . ║ ║Released ╔═══ Press To Select ]══════════════════════════╗ ║ ║th. Jan. ║ ║ ║ ║ . ║ F Reset .CNF file to Default Values ║ ║ ║ ║ ║ ║ ║ ║ F D1O1 1I1T1E1M1S1 131 1T1H1R1U1 171 1O1F1 1T1H1E1 1F1O1L1L1O1W1I1N1G1 ║ ║ ║ ║ ║ ║ ║ ║ F Colors , Disk, Printer, Prompts ║ ║ ║ ║ ║ ║ ║ ║ F Employee Base Information ║ ║ ║ ║ ║ ║ ║ ║ F Your Company Information ║ ║ ║ ║ ║ ║ ║ ║ F State Taxes ║ ║ ║ ║ ║ ║ ║ ║ F Local Taxes ║ ║ ║ ║ ║ ║ ║ ║ Esc EXIT FROM THIS MENU ║ ║ ║ ║ ║ ║ ║ ╚══════════════════════════════════════════════════╝ ║ ║ ║ ║ ║ ╚═════════════════════════════════════════════════════════════════════════════╝ ╔═══ PAYUSA EQUIP. CONFIG. -Feb- at : hrs. ]═══════════════════════╗ ║ ║ ║ ║ ║ ║ ║ ║ ║ ╔═══ Press To Select ]══════════════════════════╗ ║ ║ ║ ║ ║ ║ ║ F D1O1 1I1T1E1M1S1 121 1T1H1R1U1 141 1O1F1 1T1H1E1 1F1O1L1L1O1W1I1N1G1 ║ ║ ║ ║ ║ ║ ║ ║ F Customize Screen Colors ║ ║ ║ ║ ║ ║ ║ ║ F Set Up Disk / Printer ║ ║ ║ ║ ║ ║ ║ ║ F Customize "OTHER" Prompts ║ ║ ║ ║ ║ ║ ║ ║ F Copy Test Files into Directories ║ ║ ║ ║ ║ ║ ║ ║ Esc EXIT FROM THIS MENU ║ ║ ║ ║ ║ ║ ║ ╚══════════════════════════════════════════════════╝ ║ ║ ║ ║ ║ ║ ║ ║ ║ ╚═════════════════════════════════════════════════════════════════════════════╝ / / / / / / / / / / / / / / / / / / / ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? / / / / / / / / / / / / / / / / / / / ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? / / / / / / / / / / / / / / / / / / / ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? / / / / / / / / / / / / / / / / / / / ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? 0 1 / / / / / / / / /2/ / / / / / / / / / ? ? ? ? ? ? ? ? ?3? ? ? ? ? ? ? ? ? ? / / / / / / / / / / / / / / / / / / / ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? / / / / / / / / / / / / / / / / / / / ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? / / / / / / / / / / / / / / / / / / / ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? / / / / / / / / / / / / / / / / / / / ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? O O O O O O O O O O O O O O O O O O O _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ o o o o o o o o o o o o o o o o o o o O O O O O O O O O O O O O O O O O O O _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ o o o o o o o o o o o o o o o o o o o O O O O O O O O O O O O O O O O O O O _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ o o o o o o o o o o o o o o o o o o o O O O O O O O O O O O O O O O O O O O _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ o o o o o o o o o o o o o o o o o o o O O O O O O O O O4O O O O O O O O O O _ _ _ _ _ _ _ _ _5_ _ _ _ _ _ _ _ _ _ o o o o o o o o o6o o o o o o o o o o 7 O O O O O O O O O O O O O O O O O O O _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ o o o o o o o o o o o o o o o o o o o O O O O O O O O O O O O O O O O O O O _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ o o o o o o o o o o o o o o o o o o o O O O O O O O O O O O O O O O O O O O _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ o o o o o o o o o o o o o o o o o o o O O O O O O O O O O O O O O O O O O O _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ o o o o o o o o o o o o o o o o o o o Please Pick a Background Color for the Screen (0 though 7) 11 This is color 0 This is color 8 Do not choose 1 Do not choose 9 This is color 2 This is color 10 This is color 3 This is color This is color 4 This is color 12 This is color 5 This is color 13 This is color 6 This is color 14 This is color 7 This is color 15 Please Pick a Text Color for the Screen Prompts (0 though 15) 1101 This is a Prompt Data - Color 0 This is a Prompt Data - Color 8 This is a Prompt Do not choose 1 This is a Prompt Do not choose 9 This is a Prompt Do not choose 2 This is a Prompt Do not choose 10 This is a Prompt Data - Color 3 This is a Prompt Data - Color This is a Prompt Data - Color 4 This is a Prompt Data - Color 12 This is a Prompt Data - Color 5 This is a Prompt Data - Color 13 This is a Prompt Data - Color 6 This is a Prompt Data - Color 14 This is a Prompt Data - Color 7 This is a Prompt Data - Color 15 Please Pick Data Color (1 through 15) - best different to Prompt 1111 DISK DRIVE FOR EMPLOYEE FILES D1:1 There will be two versions of the Employee Files, one is the Input to the Pay Cycle, the other is the Output. They are kept seperate so you can easily re-run the pay cycle in case of input errors. Once you are satisfied with the results the output is copied over to the input directory replacing the original input. We need two Directories to keep the files seperated. DIRECTORY PATH TO USE FOR INPUT \PAYIN\ DIRECTORY PATH TO USE FOR OUTPUT \PAYOUT\ PRINTER CAN HANDLE ASCII 12 FORM FEED CODE TRUE "OTHER" PROMPTS AND TITLES MAY BE REDEFINED TO SUIT YOUR OPERATION Do not change the original meaning, just the description of that meaning. ORIGINAL MEANING SCREEN PROMPT PRINT ON CHECKS/REPORTS OTHER PAY OTHER PAY Other Pay OTHER PAY OTHER PAY Other Pay OTHER PAY OTHER PAY Other Pay FRINGE BEN OTHER FRINGE BEN OTHER Fringe Othr FRINGE BEN OTHER FRINGE BEN OTHER Fringe Othr FRINGE BEN OTHER FRINGE BEN OTHER Fringe Othr DEDUCT CHARITY DEDUCT CHARITY Ded.Charity DEDUCT CHARITY DEDUCT CHARITY Ded.Charity DEDUCT OTHER HEALTH DEDUCT OTHER HEALTH Ded.Othr.Hlth DEDUCT OTHER CALIFORNIA S.D.I. C1a1l1i1f1.1 1S1D1I1_1_1_1 DEDUCT OTHER DEDUCT OTHER Ded. Othr DEDUCT OTHER DEDUCT OTHER Ded. Othr DEDUCT OTHER DEDUCT OTHER Ded. Othr NON TAX REIMBURSE ENTERTAINMENT EXPN. Entertain Exp NON TAX REIMBURSE BUSINESS GAS/OIL EX Busn. Gas/Oil NON TAX REIMBURSE NON TAX REIMBURSE NonTx Reimb NON TAX REIMBURSE NON TAX REIMBURSE NonTx Reimb THERE ARE 4 "OTHER DEDUCTION" FIELDS IN THE EMPLOYEE RECORDS. THESE CAN BE USED FOR FLAT DOLLAR AMOUNTS WHICH ARE THE SAME EACH PAY (UNLESS CHANGED), OR THEY CAN BE USED TO DEDUCT A PERCENTAGE OF THE ACTUAL OR TAXABLE PAY FOR EACH PAY PERIOD. FOR % A MAXIMUM ANNUAL DEDUCTION MUST BE SPECIFIED. In California use "Deduct Other " for S.D.I. & set its "Take PCent" = TRUE PAY BASE RATE ANNUAL TAKE A = ACTUAL E.G. 1% = 0.01 MAXIMUM DEDUCTION P'CENT T = TAXABLE 10% = 0.10 ETC. $ CALIFORNIA S.D.I. TRUE T 0. 212161.13141_1_1 DEDUCT OTHER FALSE A 0. . DEDUCT OTHER FALSE A 0. . DEDUCT OTHER FALSE A 0. . ╔═══ PAYUSA EMPLOYEE CONFIG. -Feb- at : hrs. ]═════════════════════╗ ║ ║ ║ ║ ║ ║ ║ ║ ║ ╔═══ Press To Select ]════════════════════════╗ ║ ║ ║ ║ ║ ║ ║ F D1O1 1A1L1L1 1O1F1 1T1H1E1 1F1O1L1L1O1W1I1N1G1 ║ ║ ║ ║ ║ ║ ║ ║ F Set Up Hours/Year & Overtime ║ ║ ║ ║ ║ ║ ║ ║ F Set Up Shift Differentials ║ ║ ║ ║ ║ ║ ║ ║ F Vacation Accrual Items ║ ║ ║ ║ ║ ║ ║ ║ F Sick Leave Accrual Items ║ ║ ║ ║ ║ ║ ║ ║ Esc EXIT FROM THIS MENU ║ ║ ║ ║ ║ ║ ║ ╚════════════════════════════════════════════════╝ ║ ║ ║ ║ ║ ║ ║ ║ ║ ╚═════════════════════════════════════════════════════════════════════════════╝ In case SALARIED people work overtime we need a base hourly rate for them. This can be calculated by dividing their salary by the number of hours in a working year. Each individual employee can be authorised (or not) for overtime pay. If authorised, the appropriate overtime multiplier will then be applied to this base rate (as with hourly paid people). (e.g. 7 1/2 hours per day times 5 days a week times 52 weeks = 1950 hours) NB: Even if no salaried employees are paid overtime a realistic entry must be made here. HOURS PER YEAR 15101_1_1_1_1_1 Up to 3 overtime rates may be paid. They are multipliers applied to the employees base hourly rate. OVERTIME RATE #1 IS HOURLY RATE TIMES . OVERTIME RATE #2 IS HOURLY RATE TIMES . OVERTIME RATE #3 IS HOURLY RATE TIMES . These are the additional hourly $ rates paid to shift workers. There can be up to 4 shifts in a day. The hours in each shift may also be paid at different rates depending on if the employee is working at the regular hourly rate or at one of the 3 overtime rates ( abbreviated to REG / O1 / O2 / O3 below). REG DAY SHIFT PRM RATE .10101_1_1_1_1_1 O2 DAY SHIFT PRM RATE . REG AFT SHIFT PRM RATE . O2 AFT SHIFT PRM RATE . REG NIGHT SHIFT PRM RATE . O2 NIGHT SHIFT PRM RATE . REG GRAVE SHIFT PRM RATE . O2 GRAVE SHIFT PRM RATE . O1 DAY SHIFT PRM RATE . O3 DAY SHIFT PRM RATE . O1 AFT SHIFT PRM RATE . O3 AFT SHIFT PRM RATE . O1 NIGHT SHIFT PRM RATE . O3 NIGHT SHIFT PRM RATE . O1 GRAVE SHIFT PRM RATE . O3 GRAVE SHIFT PRM RATE . If an employee's record so specifies, a percentage of that persons pay is added to a vacation accrual fund and when vacations are taken that persons vacation pay is taken from that fund. Note that the employee pay is not reduced by the amount added to the fund. Here we determine what kind of pay is eligible to be included in that percentage calculation. Use Ctrl Y to clear fields. OTIME 1 AMT COUNTS FOR VAC T1R1U1E1_1 PRODUCTION BONUS COUNTS FOR VAC TRUE OTIME 2 AMT COUNTS FOR VAC TRUE ANNUAL BONUS COUNTS FOR VAC FALSE OTIME 3 AMT COUNTS FOR VAC TRUE COMMISSION COUNTS FOR VAC TRUE SHIFT PREMIUM COUNTS FOR VAC TRUE OTHER PAY 1 COUNTS FOR VAC TRUE SICK PAY COUNTS FOR VAC FALSE OTHER PAY 2 COUNTS FOR VAC TRUE LEGAL HOLS COUNTS FOR VAC TRUE OTHER PAY 3 COUNTS FOR VAC TRUE If an employee's record so specifies, a percentage of that persons pay is added to a sick accrual fund and when sick leave is taken that persons sick pay is taken from that fund. Note that the employee pay is not reduced by the amount added to the fund. Here we determine what kind of pay is eligible to be included in that percentage calculation. Use Ctrl Y to clear fields. OTIME 1 AMT COUNTS FOR SICK T1R1U1E1_1 PRODUCTION BONUS COUNTS FOR SICK TRUE OTIME 2 AMT COUNTS FOR SICK TRUE ANNUAL BONUS COUNTS FOR SICK FALSE OTIME 3 AMT COUNTS FOR SICK TRUE COMMISSION COUNTS FOR SICK TRUE SHIFT PREMIUM COUNTS FOR SICK TRUE OTHER PAY 1 COUNTS FOR SICK TRUE SICK PAY COUNTS FOR SICK FALSE OTHER PAY 2 COUNTS FOR SICK TRUE LEGAL HOLS COUNTS FOR SICK TRUE OTHER PAY 3 COUNTS FOR SICK TRUE Here we keep some information about your Company. This will be used on printed reports. Use Ctrl Y to clear fields. COMPANY NAME Y1O1U1R1 1C1O1M1P1A1N1Y1 1N1A1M1E1_1_1_1_1_1_1_1_1_1_1_1_1_1_1 STREET Main Street TOWN Your Co. Town STATE Your State ZIP CODE - PHONE () FEDERAL EMPLOYER ID NUMBER - STATE EMPLOYER ID NUMBER - ENTER YOUR ACCOUNTING SYSTEM NUMBERS FOR : ---------------------------------------- BANK ACCOUNT that Pay will come out of Credit ASSET A/c Num. 10101_1_1_1_1_1_1 GROSS PAY (i.e. Salary, Wages, etc. BEFORE any deductions) Debit EXPENSE A/c Num. COMPANY'S OWN CONTRIBUTION TO FICA (SOCIAL SECURITY) Debit EXPENSE A/c Num. Credit LIABILITY A/c Num. COMPANY'S OWN CONTRIBUTION TO FUTA (FED. UNEMPLOYMENT INSURANCE) Debit EXPENSE A/c Num. Credit LIABILITY A/c Num. COMPANY'S OWN CONTRIBUTION TO SUTA (STATE UNEMPLOYMENT INSURANCE) Debit EXPENSE A/c Num. Credit LIABILITY A/c Num. PAYMENT OF EIC (ADVANCE EARNED INCOME CREDIT) Debit LIABILITY A/c Num. (usually same A/c# as Fed. Inc. Tax or FICA for offset of taxes due) MISCELLANEOUS ACCOUNT FOR ANY UNEXPECTED BALANCING ERRORS LIABILITY ACCOUNTS TO HOLD DEDUCTIONS WITHELD FROM EMPLOYEES UNTIL THEY ARE REMITTED TO THEIR FINAL DESTINATION -------------------------------------------------------------------- You should at least have accounts for Government Deductions, other accounts are optional depending on if you use that deduction. CREDIT LIABILITY ACCOUNT ACCOUNT NAME NUMBER Federal Tax 11101_1_1_1_1_1_1 State Tax Local Tax FICA Soc Sec. State Unempl. Deduct IRA Ded.Charity 1 Ded.Charity 2 Ded. Union Ded. Medical Ded. Dental Ded.Othr.Hlth Continued on next screen... CREDIT LIABILITY ACCOUNT ACCOUNT NAME NUMBER . OPTIONAL - Continued from previous screen (NEED LIABILITY ACCOUNTS ONLY IF DEDUCTIONS WILL BE TAKEN) Ded.Life Insc 13101_1_1_1_1_1_1 Ded. Accident Ded.Soc. Club Ded.Xmas Club Ded.Automoble Calif. SDI Ded. Othr 2 Ded. Othr 3 Ded. Othr 4 OPTIONAL EXPENSE ACCOUNTS FOR WHEN EMPLOYEES CAN CLAIM OUT OF POCKET EXPENSES AND YOU ARE USING PAYROLL USA'S OPTION OF COMBINING EXPENSE PAYMENTS AND NET PAY INTO ONE CHECK (Also Allocated Tips) -------------------------------------------------------------------- DEBIT EXPENSE ACCOUNT ACCOUNT NAME NUMBER Allocatd Tips 15101_1_1_1_1_1_1 Entertain Exp Busn. Gas/Oil NonTx Reimb 3 NonTx Reimb 4 FOR THE REMAINDER OF THIS SECTION, ACCOUNTS ARE NEEDED ONLY IF THAT PARTICULAR ITEM IS RELEVANT TO YOUR OPERATION. If you do not enter BOTH Expense and Liability account numbers for an item then that item will be omitted from your Journal entries as it is assumed you do not wish to post it from the payroll system. =================================================================== OTHER EMPLOYMENT EXPENSES: These are all additional Employee Costs for which Expense accounts MAY be needed, but if used they also need corresponding Liability account numbers as the cost of Taxable Benefits will usually be paid to somebody somewhere, but is not paid directly in the pay check, and Sick and Vacation Accruals should be carried as a liability until they are eventually adjusted by Payroll USA for the inevitable payment to the employee. Sick and Vacation Accruals are only calculated if the corresponding percentage on the second employee basic information screen is NOT 0.00 PRESS ANY KEY FOR LIST OF REMAINING ACCOUNTS DEBIT CREDIT EXPENSE LIABILITY ACCOUNT ACCOUNT ACCOUNT NAME NUMBER NUMBER Fringe Auto. 51416101_1_1_1_1_1_1 2 Fringe Othr 1 5 2 Fringe Othr 2 5 2 Fringe Othr 3 5 2 Sick Accrued 5 2 Vac. Accrued 5 2 Information relevant to the calculation of STATE TAXES is entered here. Note that PAYROLL USA is designed to handle only one State per set of employee files. If you have employees in several States you need to group them into separate input and output data directories, one State in each set of directories. Example \STATENME\PAYIN\ and \STATENME\PAYOUT\ (where STATENME is an abbreviation for your State, anything that is meaningful to you with a maximum of 8 characters). On the program directory (example \PAYPGMS\ ) the PAYUSA.CNF configuration file contains the State Taxes and tells PAYROLL USA where the data directories are. You therefore also need separate versions of the PAYUSA.CNF file for each State. This is best handled by setting up separate data directories for each State and using a single program directory. Run PAYUSA to create the first PAYUSA.CNF file for the first State. Exit PAYUSA.EXE and immediately RENAME PAYUSA.CNF STATENME.CNF then run PAYUSA again, set up the next State's PAYUSA.CNF. Providing they are all on the program directory PAYROLL USA will automatically recognize multiple configuration files and give you a choice of which one to use when you start up PAYUSA. The above principles also apply to Accountants doing client payroll for multiple companies, except there the difference is the Company rather than the State - it still requires multiple configuration files and separate data directories. Substitute COMPANY for STATENME. ANY KEY TO CONTINUE STATE NAME C1A1L1I1F1.1_1_1_1 CODES: S = Single, M = Married, H = Head of Household, O = Other Please enter below all codes for which your State has Withholding Tables eg. SM or SMH or SMHO . The ones selected are the only ones you will have access to, and will be the only valid Employee Marital Status Codes. These codes are ALSO used for Federal Tax so you must use at least SM, if your State only has one table for all status's then set it up twice, once for Single, again (Same Rates) for Married MARITAL STATUS CODES SMH State Unemployment SUTA EMPLOYER RATE 01.10131710101_1 (0.037 = 3.7% ETC.) SUTA MAX WAGE In most States SUTA is paid entirely by the employer. However, if employees contribute to SUTA in your State enter the rate on their earnings on the next line, else use Ctrl Y to set it to zero. SUTA EMPLOYEE RATE . SDI (DISABILITY) TAX If applicable to your State, use one of the four DEDUCT OTHER lines. See the Configuration "OTHER" Menu which allows input of Rate and Maximum Annual Deduction. METHOD (FORMULA) FOR CALCULATING STATE TAXES (Actual Rates can be varied) "NEW YORK METHOD" ----------------- Similar to Federal. Taxable Earnings are reduced by the amount of deduction allowance appropriate to the Marital Status, then further reduced by the amount of one exemption multiplied by the number of exemptions claimed. State Tax is calculated on the remainder. ** MOST STATES USE THIS METHOD ** "CALIFORNIA METHOD" ------------------- If Taxable Earnings are less than a certain amount the State Tax is zero, else we have to calculate it as follows : The total federal exemptions from the W4 are split into "regular" and "additional" (for estimated deductions). If any additional exemptions then Taxable Earnings are reduced according to a Table. Taxable Earnings are further reduced by a Standard Deduction Table, and State Tax is calculated on the remainder. Finally State Tax is reduced by an amount taken from a Tax Credit Table (dependent on the number of "regular" W4 exemptions). ** ONLY CALIFORNIA SEEMS TO USE THIS METHOD ** "CUSTOM STATE TAX FACTORS" ------------------------- If your State follows NEITHER of the above, choose XX to customize CHOOSE A METHOD, ENTER NY OR CA OR XX, AS APPLICABLE C1A1 STATE TAXES - "CALIFORNIA METHOD" Please consult your State Personal Income Tax Withholding Guide Booklet and use the ANNUAL figures given for the EXACT CALCULATION METHOD. The Table 1 and 3 "OTHER" Category is for use only in those States which have another Marital Status (e.g. if you selected "SMHO" as a valid Status). Table 1 - Low Income Exemption Table MARRIED - W4 ALLOWANCES UNMARRIED HEAD SINGLE 0 OR 1 2 OR MORE OF HOUSEHOLD OTHER 13101_1_1 Table 2 - Estimated Deduction Table Additional (exclude Regular) W4 Allowances for Estimated Deductions 1 2 3 4 5 6 7 8 9 10 STATE TAXES - "CALIFORNIA METHOD" - Continued Table 3 - Standard Deduction Table MARRIED - W4 ALLOWANCES UNMARRIED HEAD SINGLE 0 OR 1 2 OR MORE OF HOUSEHOLD OTHER 17101_1_1 Table 4 - Tax Credit Table REGULAR (EXCLUDE ADDITIONAL) W4 ALLOWANCES 0 1 2 3 4 5 6 7 8 9 10 SINGLE OTHER In your State Withholding Tax Tables, Exact Calculation Method, how many lines are in the Annual Tax Rate Schedule. Count the line that typically starts "$0 to $4020" as line 1, the line that typically starts "$52760 and over" as the highest line number. Maximum is 16 lines. IF your State has ONE FLAT RATE for ALL income levels then reply 1 and fill in the table on the next screen as follows: | IF ANNUAL WAGES OF | THE ANNUALIZED TAX IS THE SUM OF Line | At But Less | This This Of No. | Least Than | Amount Plus Rate Excess Over ------|-----------------------|------------------------------------------- 1 | 0.0 Ignore | 0.0 0.05 Ignore ^ Enter your flat rate here, e.g.__| IF your State has NO STATE TAX then follow the above example but substitute 0.0 for the rate (where we have used 0.05 (5%)) or you can skip State Tax calculation by setting "EXEMPT STATE TAX" to TRUE on each individual employee's tax set up screen (in PAYUSEDT.EXE) NUMBER OF LINES IN STATE ANNUAL TAX RATE SCHEDULE _1 ( Must be at least 1 ) SINGLE RATES - ANNUAL STATE TAX RATE SCHEDULE - EXACT CALCULATION METHOD (Note the State Table may show percentages - convert these to decimals e.g. 2% = 0.02, 3% = 0.03, 9.5% = 0.095, 11% = 0.11 etc. etc.) | IF ANNUAL WAGES OF | THE ANNUALIZED TAX IS THE SUM OF Line | At But Less | This This Of No. | Least Than | Amount Plus Rate Excess Over ------|-----------------------|------------------------------------------- | _1_1_1_1 Ignore | . . Ignore | Ignore | . . Ignore | Ignore | . . Ignore | Ignore | . . Ignore | Ignore | . . Ignore | Ignore | . . Ignore MARRIED RATES - ANNUAL STATE TAX RATE SCHEDULE - EXACT CALCULATION METHOD (Note the State Table may show percentages - convert these to decimals e.g. 2% = 0.02, 3% = 0.03, 9.5% = 0.095, 11% = 0.11 etc. etc.) | IF ANNUAL WAGES OF | THE ANNUALIZED TAX IS THE SUM OF Line | At But Less | This This Of No. | Least Than | Amount Plus Rate Excess Over ------|-----------------------|------------------------------------------- | _1_1_1_1 Ignore | . . Ignore | Ignore | . . Ignore | Ignore | . . Ignore | Ignore | . . Ignore | Ignore | . . Ignore | Ignore | . . Ignore HEAD OF H. RATES - ANNUAL STATE TAX RATE SCHEDULE - EXACT CALCULATION METHOD (Note the State Table may show percentages - convert these to decimals e.g. 2% = 0.02, 3% = 0.03, 9.5% = 0.095, 11% = 0.11 etc. etc.) | IF ANNUAL WAGES OF | THE ANNUALIZED TAX IS THE SUM OF Line | At But Less | This This Of No. | Least Than | Amount Plus Rate Excess Over ------|-----------------------|------------------------------------------- | _1_1_1_1 Ignore | . . Ignore | Ignore | . . Ignore | Ignore | . . Ignore | Ignore | . . Ignore | Ignore | . . Ignore | Ignore | . . Ignore ╔═══ PAYUSA LOCAL TAX CONFIG. -Feb- at : hrs. ]════════════════════╗ ║ ║ ║ ║ ║ ║ ║ For any employees whose "Exempt Local Tax" field is set to False, ║ ║ the Current Setting in Use is L1o1c1a1l1 1T1a1x1 1T1a1b1l1e1s1 ║ ║ ║ ║ ║ ║ ╔═══ Press To Select ]═════════════════════════╗ ║ ║ ║ ║ ║ ║ ║ F Use Flat % of State Tax for Local ║ ║ ║ ║ ║ ║ ║ ║ F O1R1,1 1 1U1s1e1 1L1o1c1a1l1 1T1a1x1 1T1a1b1l1e1s1 ║ ║ ║ ║ ║ ║ ║ ║ Esc EXIT FROM THIS MENU ║ ║ ║ ║ ║ ║ ║ ╚═════════════════════════════════════════════════╝ ║ ║ ║ ║ Most States have NO local taxes therefore the default is not to use them. ║ ║ If you need them, choose a method from here and supply the required ║ ║ information. Also on the Employee Tax Info/Exemptions screens of each ║ ║ individual employee change the "Exempt Local Tax" from the default True ║ ║ to False. ║ ║ ║ ╚═════════════════════════════════════════════════════════════════════════════╝ ╔═══ PAYUSA LOCAL TAX TABLES -Feb- at : hrs. ]═════════════════════╗ ║ ║ ║ ║ ║ ║ ║ ╔═══ Press To Select ]═══════════════════════╗ ║ ║ ║ ║ ║ ║ ║ F Basic Local Tax Info. ║ ║ ║ ║ ║ ║ ║ ║ F Local Tax Schedule Single ║ ║ ║ ║ ║ ║ ║ ║ F Local Tax Schedule Married ║ ║ ║ ║ ║ ║ ║ ║ F Local Tax Schedule Non Resident ║ ║ ║ ║ ║ ║ ║ ║ F D1O1 1A1L1L1 1O1F1 1T1H1E1 1A1B1O1V1E1 ║ ║ ║ ║ ║ ║ ║ ║ F Return to Configuration Menu ║ ║ ║ ║ ║ ║ ║ ║ Esc EXIT FROM THIS MENU ║ ║ ║ ║ ║ ║ ║ ╚═══════════════════════════════════════════════╝ ║ ║ ║ ║ ║ ║ ║ ╚═════════════════════════════════════════════════════════════════════════════╝ Information relevent to the calculation of Local Taxes is entered below. Note that PAYROLL USA is designed to handle only one Locality at a time. If you have employees in several Localities you need to group them into seperate PAYUSA.DTA files, one Locality in each file, you also need seperate versions of the PAYUSA.CNF file for each Locality, and seperate Pay Cycle runs. See the Configure State Tax screens for how to use .BAT files to solve this. Note that local tax is charged only if the default in the employee rec. is changed. LOCAL NAME N1Y1 1C1I1T1Y1_1_1 SINGLE LOCAL DEDUCTION MARRIED LOCAL DEDUCTION ONE LOCAL EXEMPTION In your Local Withholding Tax Tables, Exact Calculation Method, how many lines are in the Annual Tax Rate Schedule. Count the line that typically starts "$0 to $1000" as line 1, the line that typically starts "$25000 and up" as the highest line number. Follow examples given on State Tax screens. NUMBER OF LINES IN LOCAL ANNUAL TAX RATE SCHEDULE If your Locality has a Non Resident Earnings Tax Enter below the number of lines in the Local Non Resident Annual Tax Rate Schedule (from the Annualized Tax Method pages), else enter 1 then set tax rate to 0.0. NUMBER OF LINES IN LOCAL NON RESIDENT ANNUAL TAX RATE SCHEDULE SINGLE RATES - ANNUAL LOCAL TAX RATE SCHEDULE - EXACT CALCULATION METHOD (Note the Local Table may show percentages - convert these to decimals e.g. 0.9% = 0.009, 2.5% = 0.025, 4.3% = 0.043 etc. etc.) | IF ANNUAL WAGES OF | THE ANNUALIZED TAX IS THE SUM OF Line | At But Less | This This Of No. | Least Than | Amount Plus Rate Excess Over ------|-----------------------|------------------------------------------- | _1_1_1_1 Ignore | . . Ignore | Ignore | . . Ignore | Ignore | . . Ignore | Ignore | . . Ignore | Ignore | . . Ignore | Ignore | . . Ignore | Ignore | . . Ignore | Ignore | . . Ignore | Ignore | . . Ignore MARRIED RATES - ANNUAL LOCAL TAX RATE SCHEDULE - EXACT CALCULATION METHOD (Note the Local Table may show percentages - convert these to decimals e.g. 0.9% = 0.009, 2.5% = 0.025, 4.3% = 0.043 etc. etc.) | IF ANNUAL WAGES OF | THE ANNUALIZED TAX IS THE SUM OF Line | At But Less | This This Of No. | Least Than | Amount Plus Rate Excess Over ------|-----------------------|------------------------------------------- | _1_1_1_1 Ignore | . . Ignore | Ignore | . . Ignore | Ignore | . . Ignore | Ignore | . . Ignore | Ignore | . . Ignore | Ignore | . . Ignore | Ignore | . . Ignore | Ignore | . . Ignore | Ignore | . . Ignore LOCAL NON RESIDENT EARNINGS TAX - ANNUALIZED TAX METHOD (Note the Local Table may show percentages - convert these to decimals e.g. 0.45% = 0.0045, 1% = 0.01 etc. IF NO NON RESIDENT TAX, RATE = 0.0) | IF ANNUALIZED PAY IS | THE ANNUALIZED | THE TAX Line | But Not | EXCLUSION IS | RATE IS No. | Over Over | | ------|-----------------------|------------------|----------- | _1_1_1_1 Ignore | | . | Ignore | | Same | Ignore | | Same | Ignore | | Same NO TAX IS WITHELD ON ANNUAL PAY LESS THAN OR = $ .