Adding and deleting a Payroll Tax State for your Operations
In this article we will go through how to:
- Add a Payroll Tax State to an operation
- Deleting a Payroll Tax State from an operation
Before you can add the Payroll Tax States to a rates book, you need to make sure you have set the Payroll Tax rates set up in your platform.
Please refer to the Adding/Editing a Payroll Tax rate article to add Payroll Tax rates to your platform.
Adding a Payroll Tax State to an Operation
To add a Payroll Tax State to an Operation:
- In the quick menu navigate to Operations > Approved Operations.
- Locate the desired Operation and select that operation to go to the profile.
- In the Operation profile, select the Card icon and then the Financial tab.
- Select 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.
- Select Save.
The Operation must have the Payroll Tax States assigned before positions can be added to the Rates Book.
Deleting a Payroll Tax State from an Operation
Please note: It is not recommended that a Payroll State is deleted from an Operation that has processed pays as this can cause issues and/or errors with payslips.
However, if you have added a Payroll State to an Operation in error (e.g. the wrong state has been added) then this will be fine to delete.
To delete a Payroll Tax State from an Operation:
- In the quick menu navigate to Operations > Approved Operations.
- Locate the desired Operation and select that operation to go to the profile.
- In the Operation profile, select the Card icon and then the Financial tab.
- Select Edit in the Financial section.
- Select x against the Payroll Tax rate to delete.
- Select save.