Adding/editing Payroll Tax State for an operation

Adding and editing your Payroll Tax State for your Operations

In this article we will go through how to:

  • Add a Payroll Tax State to an operation
  • Editing/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:

  1. In the quick menu navigate to Operations > Approved Operations.
  2. Locate the desired Operation and select that operation to go to the profile.
  3. In the Operation profile, select the Card icon and then the Financial tab.
  4. Select 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. Select Save.

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  The Operation must have the Payroll Tax States assigned before positions can be added to the Rates Book.
Editing/deleting a Payroll Tax State from an Operation

To edit or delete a Payroll Tax State from an Operation:

  1. In the quick menu navigate to Operations > Approved Operations.
  2. Locate the desired Operation and select that operation to go to the profile.
  3. In the Operation profile, select the Card icon and then the Financial tab.
  4. Select Edit in the Financial section.
  5. Select x for any existing Payroll Tax rate to delete or add any new states via the drop-down list.
  6. Select save.

 

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