Payroll Tax Automation

Overview

TEAM is currently rolling out WinTeam's updated payroll tax calculation process. The updated payroll tax engine identifies all employee and employer Federal, State and most (but not all) local taxes. The updated tax engine uses addresses in the Job and Employee Master Files to establish nexus (or location connection) which then determines the appropriate tax rates.

The new payroll tax engine will be rolled out in stages.

• Stage one – Validate all Job and Employee Master File addresses
• Stage two – Migrate all other deductions from payroll Taxes to Other Deductions and set your Compensation/Deduction Tax Types
• Stage three – Map your original taxes to the updated payroll tax engine tax codes
• Stage four – Assign taxes to your employees and verify your job taxes
• Stage five – Complete a payroll parallel

Once all five Stages are complete TEAM will enable the updated payroll tax engine on your database.

For additional details, see the following page links:

Address Validation

• Validate addresses on the Job/Employee Master Files
• Address Validation Procedures
• Validate addresses using the Payroll Address Validation window
• Validate addresses using the Bulk Address Validation process
• Address Validation FAQ

Compensations and Deductions

• Move deductions from Payroll Taxes to Payroll Other Deductions and set the Deduction Tax Type for every deduction
• Migrate the new Payroll Other Deductions onto the Employee Master File
• Set the Compensation Tax Type for all Other Compensations

Updated Tax Codes

• Map tax codes to the updated payroll tax engine
• Shared Tax Types for the updated payroll tax engine
• Use the Tax Validation and Assignment window to assign taxes to your employees
• Assign updated tax codes on the Employee Master File
• Verify taxes on the Job Master File
• Use the Job Taxes Validation window to verify that all necessary tax codes are mapped