Update Tax Codes
It’s important to keep your Tax Codes up to date. Use the PR Update Tax Codes window to ensure you’re using the latest tax code tables when you run payroll.
To update your Tax Codes:
1 In Payroll, select Resources and Tools > Update Tax Codes from the left navigation pane.
Click thumbnail for larger view of image.
2 From the Source drop-down, choose if you want to update Tax Codes from the Cougar Mountain website or from your local machine.
3 If you selected Local from the Source drop-down, be sure you installed the updated Tax Codes from the Denali thumb drive and the Local Drive Path field has the correct path to the file.
4 If you created a Tax Code that does not correspond to a CMS Tax Code, use the Lookup in the CMS Tax Code column to link your custom Code to a CMS Tax Code. If your Tax Code is not linked to a CMS Tax Code, you must manually update your Tax Code.
5 The Update Available column displays Yes for all of the Tax Codes that have an update available.The check boxes in the Update column will default to checked for any Tax Codes that have an update available. Deselect the check boxes for the Codes you do not want to update.
6 Select the Update button to update your Tax Codes.
Published date: 12/13/2021