Add/edit payroll tax state for an operation

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:

1. In the quick menu navigate to Operations > Approved Operations.
2. Locate the desired Operation and click to go to their profile.
3. In the Operation profile, select the Card icon and then the Financial tab.
4. Click Edit in the Financial section.
5. Select a new payroll tax rate from the drop-down list. 
6. Add more payroll tax rates if the Operation operates in more than one state.
7. 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:

1. In the quick menu navigate to Operations > Approved Operations.
2. Locate the desired Operation and click to go to their profile.
3. In the Operation profile, select the Card icon and then the Financial tab.
4. Click Edit in the Financial section.
5. Select  x for any existing tax rate to delete and save.

 

You may also be interested in:

• Adding a tax rate to your POP
• Generating a payroll tax report