Local Taxes Subtask

This table displays the system-calculated withholdings at the local level for an employee.

Contents

Field Description
Employee

This field displays the ID of the employee whose record you are viewing. These fields display from the header on the main screen.  

Pay Cycle

This field displays the pay cycle that has been processed for this record. This field displays from the header on the main screen.

Pay Cycle End Date

This field displays the end date for the pay cycle that has been processed for this record. This displays from the header on the main screen.

Record Type

This field displays the check type that has been processed for this record. This field displays from the header on the main screen. The check types are:

  • R: Regular
  • B: Bonus
  • V: Voided
  • W: Represents the positive values of a replacement check
  • X: Can be used any time you want to generate a paycheck without first entering a timesheet
Taxable Entity

This field displays the taxable entity to which the employee is assigned at the time of entry for this record. This field displays from the header on the main screen.

Table Window

Click to add a new row to the table.

Field Description
Locality

This alphanumeric field displays the locality for which taxes are being withheld. This locality defaults into this table from the locality set up on the Manage Employee Taxes screen for this employee at the time payroll is computed. You can enter or modify this field. If you are adding a record, enter, or click to select, a locality code that has been set up for this employee.

Exempt Pay Types

Enter the amount for exempt local pay types.

Exempt Deductions

Enter amount for local exempt deductions.

Taxable Wages

This field displays the system-calculated amount for local taxable wages. Costpoint calculates the taxable amount from the Gross wages on the main screen less the Exempt Wages based on the local taxability of the pay types and deductions entered in the respective subtasks.

Withheld

This column displays the system-calculated amount for local income taxes withheld. You can modify this column.

Accrued Expense

This non-editable field displays the accrued expenses for this record.

Filing Status

This field displays the status that was used to calculate the local tax. It is also used as the basis for local tax recalculation.

Exemptions

This field displays the number of exemptions that was used to calculate the local tax. It is also used as the basis for local tax recalculation.

Dependents

This field displays the number of dependents that was used to calculate the local tax. It is also used as the basis for local tax recalculation.

Credits

This field displays the number of credits that was used to calculate the local tax. It is also used as the basis for local tax recalculation.

Override Amount

This field displays the override amount for the local tax. It is also used as the basis for local tax recalculation.

Additional Amount

This field displays the additional amount that was applied to the local tax. It is also used as the basis for local tax recalculation.