This tutorial shows how to set up Local Income Tax inside Payroll Mate® software.
There is a “place holder” listed for Local Income Tax in Payroll Mate. This built in tax category and cannot be edited; a new tax category needs to be created for the correct Local Tax.
Summary of Steps
This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots.
- Click → Company from shortcuts
- Click → Tax Categories
- Click → Add
- Complete the Tax information set up
- Click → OK
To update employees to apply the new tax
- Click → Employees from shortcuts
- Select the employee to edit
- Click → Edit
- The Modify Employee Wizard will open, Click → Next until you reach the Taxes page
- Uncheck the built in Local Income Tax category
- Checkmark the new local tax category you created that needs to be applied to this employee
- Click → Next until you reach the end of the wizard
- Click → Finish