Before you can set up a rates book, you need to make sure you have set the Payroll Tax States for the operation.
To set up Payroll Tax States:
- In the quick menu navigate to Operations > Approved Operations.
- Locate the desired Operation and click to go to their profile.
- In the Operation profile, select the Card icon and then the Financial tab.
- Click Edit in the Financial section.
- Select a new payroll tax rate from the drop-down list.
- Add more payroll tax rates if the Operation operates in more than one state.
- Click Save.
Note: The Operation must have Payroll Tax States assigned before positions can be added in the Ratesbook.
To edit/ delete a payroll tax rate:
- In the quick menu navigate to Operations > Approved Operations.
- Locate the desired Operation and click to go to their profile.
- In the Operation profile, select the Card icon and then the Financial tab.
- Click Edit in the Financial section.
- Select x for any existing tax rate to delete and save.
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