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Local Tax Tables (Add)

Adding Local Tax Tables #

Overview #

Pro-Pay’s payroll software allows users to manage local and city income tax withholdings for various jurisdictions. This article guides you through accessing, editing, and adding local tax tables within the Pro-Pay system.

Accessing Local Tax Tables #

  1. From the main screen, click on “Client Functions”
  2. Navigate to “Set-up Functions”
  3. Select “Local Tax Tables Set-up”

Editing Existing Local Tax Tables #

  1. Browse the list of localities in the Local Tax Tables screen
  2. Double-click on the desired locality to open the Edit screen
  3. Make necessary changes to tax rates or other information
  4. Save your changes

Adding New Local Tax Tables #

If your locality is not listed:

  1. Click the “Add” button in the Local Tax Tables screen
  2. Fill in the required information, including locality name and tax rates
  3. Use existing entries as examples for formatting and required fields
  4. Save the new entry

Important Notes #

  • Pro-Pay cannot maintain a complete, current list of all tax jurisdictions
  • The system provides a framework for users to add and manage their local tax information
  • If your situation doesn’t fit the provided framework, contact Paysoft for assistance

Troubleshooting #

Common Issues #

  1. Can’t find my locality: Ensure you’ve scrolled through the entire list. If still not found, proceed to add a new entry.
  2. Unsure about tax rates: Consult your local tax authority or payroll professional for current rates.
  3. Error when saving: Double-check all required fields are filled and in the correct format.

Advanced Help #

For detailed instructions on editing local tax tables, refer to the “How to Edit Local Tax Tables” guide in the Pro-Pay help menu.

Additional Resources #

Feedback #

We value your input! If you have suggestions for improving this article or encounter any issues not addressed here, please contact our support team through the Pro-Pay software or website.