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Use Payroll Tax Update Report to view a list of changes included in the payroll tax updates that are downloaded and installed periodically throughout the year. This report also reflects updates incorporated when a new version of the Payroll module is released.
You can view changes in a pending update that you've downloaded but not installed, or you can view information from a previously installed update.
For each change, the report shows the affected table and the type of change. For existing items that have been changed, the old and new values appear and Old or New appears in the first column. For items that have been added to the tax files, Add appears in the first column. The additional information included depends on the type of item.
Note You can refer to the Sage 100 Payroll Tax Update guide as a supplement to this report. The guide lists changes that are made in the online payroll tax calculation engine that are not included in this report, such as withholding tax table changes, as well as some of the information that is included.
Tip After installing the Payroll Tax Update and reviewing the Payroll Tax Update Report, run the Payroll Status Check to see if any changes are needed in your system.
This report includes changes for the tables listed below.
PR_TaxGroup
This table includes the tax groups that are set up in Company Tax Group Setup.
PR_TaxGroupDetail
This table includes the individual taxes that make up each tax group. These taxes are listed in the Tax Group Details section in Tax Profile Maintenance and, if there are company-specific tax rates for any of the taxes, they are listed on the Taxes tab in Company Tax Group Setup.
When a new tax is added to a tax group, it is not automatically set to calculate. To calculate the tax, you must go into Tax Profile Maintenance, select the applicable tax profile, and then select the check box for the new tax.
If a new tax with a company-specific rate is added, be sure to add your rate in Company Tax Group Setup.
PR_TaxFilingStatus
This table includes the filing statuses that are available on the Taxes tab in Employee Maintenance.
PR_Tax Location
This table includes the tax locations available in Tax Profile Maintenance and on the Taxes tab in Employee Maintenance.
PR_TaxLocationDetail
This table determines which tax groups are included in each tax location.
PR_TaxProfileDetail
Changes in this table represent the possible addition or subtraction of specific taxes from an employee's tax profile. If you see a Y in the Company Specific Rate column, review that section to determine which tax jurisdictions are affected so that you can make any necessary changes to your company-specific settings in Company Tax Group Setup.
PR_TaxRateHistory
This table contains tax rates and limits. This section of the report shows the tax rule, tax code description, and effective date for the rates and limits.
PR_TaxCompensationTaxRule
This table includes the tax rules that are selected in Earnings Code Maintenance. It's rare that a tax rule would be deleted from this table. However, if one that you are using is deleted, it will still be associated with the earnings code, so you will need to select a replacement for it in Earnings Code Maintenance.
Tip To quickly scan a list of tax rules used by earnings codes, create a custom lookup view for the Earnings Code Lookup button and add the Tax Rule field.
PR_TaxDeductionTaxRule
This table includes the tax rules that are selected in Deduction Code Maintenance for pension and cafeteria plan deduction codes. It's rare that a tax rule would be deleted from this table. However, if one that you are using is deleted, it will still be associated with the deduction code, so you will need to select a replacement for it in Deduction Code Maintenance.
Tip To quickly scan a list of tax rules used by deduction codes, create a custom lookup view for the Deduction Code Lookup button and add the Tax Rule field.
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