Payroll Tax Setup Instructions

1. Go to the Payroll & Disbursements Module.

2. Select #5 Setup.

3. Select #2 Earnings & Deductions

4. Page Down for the next screen, and verify that SDI and LOCAL say Y  OR  that Deduction 5 and 6 are not used. If Deduction 5 or 6 are in use, STOP HERE AND CONTACT SUPPORT at 888-221-7905.

5. Select #6 Payroll Taxes.

6. Press the Page Down key on your keyboard until you get to the State Disability Insurance Tax. If the Tax Payment Account says UNASSIGNED you will need to assign a tax account EVEN IF YOU DO NOT USE THIS TAX.

7. Press ESC to get back to the setup menu and view your Chart of Accounts. If you currently have accounts set up for SDI and Local Tax copy the account numbers down and go back into Payroll Taxes.

8. Press the Page Down key on your keyboard until you get to the State Disability Insurance Tax. Press E to edit the record. Enter the account number or add a new account number if you don’t have one set up. If you add a new number you will also need to enter a description such as SDI - Unused. It will then ask if you would like to add a Vendor. Enter N.

9. Edit Quarterly Totals? Enter N.

10. Enter S to Save the transaction. It will ask you to confirm the account number, press S again.

11. Press Page Down again to see if there are any other taxes that have an unassigned Tax Payment account. If there are go back to step 5 and repeat those steps to add a tax payment account.

12. Once all unassigned tax accounts have been assigned go back into the check journal and write your checks.