Modify Tax Table Information

Modify Tax Table Information allows you to edit tax table distributions.

Filters

1. Select the Tax Types you want to view, then select View All Tax Tables, View Ones with Distributions, or View Ones with Distributions (Not Assigned to Employees).
2. Click the Search button to view results, or the Clear Filters link to reset all filters.

Tax Table Information Grid

The Tax Table Information grid contains the following columns for each tax table:

Note: Within the grid, you can click the Delete icon for a tax table to be prompted to delete the distribution associated with that tax table. Only unused distributions can be deleted.

Tax Table Update

1. Click the Edit icon or double-click any tax table in the grid to expand and edit the distribution record.
2. Specify the levels and Account # for interfacing with General Ledger.
3. Enter the Bonus Pay Percent. This is the tax percent to be withheld from the employee when using the # Pay/Year of 1 for Bonus Pay.
4. Click the Update button to save your changes and collapse the tax table entry, or the Cancel link to collapse the tax table entry without saving.

To add a new county or local tax table:

1. Click Add New Tax Table to begin entering a new county or local tax table.
2. Enter the Name of the table.
3. Select the Type (County or Local) and State.
4. Enter a County Code. (This code appears in positions 306-307 of the RS line when creating an electronic W2.)
5. Enter the level information, the Account #, and the Bonus Pay Percent. This is the tax percent to be withheld when using the # Pay/Year of 1 for Bonus Pay.
6. Select if you want to round to Whole Dollars or Deduct Federal Tax.
7. Enter the Calculation Values. If you are not sure of the amounts that belong in these fields, we recommend you contact a tax professional.

1. In the Rates area, specify up to 40 rate levels. Amounts starting with the amount in the left column are taxed at the percentage in the right column.
2. Click the OK button to save changes to your county/local tax table and return to the previous page, or the Close link to return without saving changes.

Note: For example, consider the following rates:

The first ten thousand you make is taxed at one percent, anything from ten thousand to twenty-five thousand is taxed at two percent, and any amount over twenty-five thousand is taxed at four percent. For example, if you make fifty thousand dollars, the first ten is taxed at one percent, the next fifteen thousand is taxed at two percent, and the remaining twenty-five thousand is taxed at four percent.

Updated June 09, 2026 14:29