Enter a unique code name or use the Lookup to select an existing one to modify.

Enter a description to associate with this code. For tax reports, this description must match the CMS Tax Code description provided in the Tax Update. After you run the Tax Update, this description will be automatically updated to match the CMS Tax Code description.

From the drop-down, select whether you are defining a federal, state, or local tax.

This field only appears for State and Local Tax Codes and allows you to report state unemployment through Aatrix. Use the drop-down to select the state this Tax Code applies to.

If this is a federal tax code, enter your EIN number. If this is a state or local tax code, enter your state or local Tax ID number.

Enter your unemployment account number for the state you selected in the State drop-down.

Select this check box if you want to round all tax amounts to the nearest dollar for this code.

This check box is only available if you selected State or Local from the Tax Type drop-down. It is not available for New York, Oregon, or Washington state tax. Select this check box if you want to use the Employee tax 1 field for state disability insurance.

Select this button to open the PR Update Tax Codes window where you can update your existing Tax Codes or add new Tax Codes.