PR13.1 - Employee U.S. Taxes
Use PR13.1 (Employee U.S. Taxes) to maintain employee tax information for tax
deductions, as well as government reporting information. The employee tax
information is initially defined in the Tax form tab of HR11.1 (Employee).
If you change the workers' compensation state on this form, it changes the
same state field on HR11.1.
Updated Files
BNCHANGE -
BNGRPCHG -
EMDEDMASTR - Used to update the employee deduction.
EMPLOYEE - Used to validate the employee.
HISTERR -
HRHISTORY -
HRSUPER - Used to validate the employee's supervisor.
ONETMDED - Used to verify no one-time deductions exist for the employee.
You cannot delete an employee if one-time deductions exist for
the employee.
PAASSIGNED -
PAEMPLOYEE - Referenced by the employee object only.
PAEMPPOS - Referenced by the employee object only.
PAPEPAUDIT -
PAPOSCHG -
PATHFIND - Referenced by the employee object only.
PAYDEDUCTN -
PAYMASTR - Referenced by the employee object only.
PERSACTHST -
PERSACTION -
PERSGROUP - Referenced by the employee object only.
PGEMPLOYEE - Referenced by the employee object only.
PRRATEHIST -
PRSYSTEM - Referenced by the employee object only.
PRTAXLOC -
STANDTIME - Referenced by the employee object only.
TIMERECORD - Referenced by the employee object only.
Referenced Files
ACACCTCAT -
BENEFIT - Used to validate the benefit.
BNBEN -
DEDCODE - Used to validate and update a company deduction.
DEPTCODE - Referenced by the employee object only.
EMDEPEND - Referenced by the employee object only.
EMDISTMAST -
EMPCODES -
EMPFLEXDOL -
EMSTATUS - Used to validate the employee status.
EMTAMASTR - Referenced by the employee object only.
GLINTCO -
GLSYSTEM - Used to validate the general ledger company.
HRCTRYCODE -
HREMPUSF - Referenced by the employee object only.
HRSECLEV - Used to validate the employee's data item security level.
INSTCTRYCD -
JOBCODE - Used to validate the employee's job code and provide a warning
message if the job code pay rate is not within the specified
range for the job code.
PABUDGET -
PADICT - Used to verify the data item type for personnel group
selection.
PADICT2 -
PAEMPAPP -
PAINSTRUCT -
PAPOSITION - Referenced by the employee object only.
PAPOSRULE -
PASCRTY - Used to validate data item attributes; security level, if the
data item is to be logged, if the data item is required in a
program, and if the data item can be changed only by a
personnel action.
PCODES - Referenced by the employee object only.
PCODESDTL -
PERSACTYPE -
PGSELECT - Referenced by the employee object only.
PLAN - Referenced by the employee object only.
PRBUSGRP -
PREMDEDHST - Referenced by the employee object only.
PREMPSTATE - Referenced by the employee object only.
PROVERTIME - Referenced by the employee object only.
PRPROVINCE -
PRQCENTGRP -
PRQUALIFY - Referenced by the employee object only.
PRRATES -
PRSAGDTL - Referenced by the employee object only.
PRSAGHEAD - Referenced by the employee object only.
PRSTATE - Used to validate the employee's resident, work, and workers'
compensation state.
PRTAXAUTH - Used to validate the employee's county, city.
PRTAXLEVY - Referenced by the employee object only.
REQCODE - Used to determine required deduction criteria.
PR13.2 - Employee U.S. Taxes
When you add an employee in HR11 (Employee), the Employee Taxes subform
appears if there are required withholding tax deductions that apply to the
employee.
Updated Files
EMDEDMASTR - Used to update the employee deduction.
EMPLOYEE - Used to update employee tax information.
HRHISTORY -
Referenced Files
DEDCODE - Used to validate and update a company deduction.
GLINTCO -
GLSYSTEM -
HRHISTORY -
HRSECLEV - Used to validate the employee's data item security level.
ONETMDED - When a record exists in this file, you cannot delete the
Employee Deduction file record
PADICT -
PASCRTY - Used to validate data item attributes; security level, if the
data item is to be logged, if the data item is required in a
program, and if the data item can be changed only by a
personnel action.
PAYDEDUCTN -
PLAN - Referenced by the employee object only.
PREMDEDHST - Referenced by the employee object only.
PRSYSTEM - Referenced by the employee object only.
PRTAXLEVY - Referenced by the employee object only.
PRTAXLOC -
PR13.5 - Employee Canada Taxes
** Form purpose
Use Employee Canada Taxes (PR13.5) to maintain Canada employee tax
information for tax deductions, as well as government reporting information.
** Prerequisites
You must define your tax deductions before you can assign them to an employee
on this form.
** Process at a glance
You can use this form any time you need to maintain Canada employee taxes.
** Required fields
To add a deduction to the employee you must select a company, employee, and
deduction.
** Decision/Impact
Any changes you make on this form will change the way the Payroll application
takes tax deductions for the employee.
If you change the resident province, work province, or workers' compensation
province on this form, it changes the same province field on HR11.1.
** Application integration
The Canada employee tax information is initially defined in the Tax form tab
of Employee (HR11.1).
Updated Files
BNCHANGE -
BNGRPCHG -
EMDEDMASTR -
EMPLOYEE -
HISTERR -
HRHISTORY -
HRSUPER -
ONETMDED -
PAASSIGNED -
PAEMPLOYEE -
PAEMPPOS -
PAPEPAUDIT -
PAPOSCHG -
PATHFIND -
PAYDEDUCTN -
PAYMASTR -
PERSACTHST -
PERSACTION -
PERSGROUP -
PGEMPLOYEE -
PRRATEHIST -
PRSYSTEM -
PRTAXLOC -
STANDTIME -
TIMERECORD -
Referenced Files
ACACCTCAT -
BENEFIT -
BNBEN -
DEDCODE -
DEPTCODE -
EMDEPEND -
EMDISTMAST -
EMPCODES -
EMPFLEXDOL -
EMSTATUS -
EMTAMASTR -
GLINTCO -
GLSYSTEM -
HRCTRYCODE -
HREMPUSF -
HRSECLEV -
INSTCTRYCD -
JOBCODE -
PABUDGET -
PADICT -
PADICT2 -
PAEMPAPP -
PAINSTRUCT -
PAPOSITION -
PAPOSRULE -
PASCRTY -
PCODES -
PCODESDTL -
PERSACTYPE -
PGSELECT -
PLAN -
PRBUSGRP -
PREMDEDHST -
PROVERTIME -
PRPROVINCE -
PRQCENTGRP -
PRQUALIFY -
PRRATES -
PRSAGDTL -
PRSAGHEAD -
PRSTATE -
PRTAXAUTH -
PRTAXLEVY -
REQCODE -
PR13.6 - Employee Canada Taxes
** Form purpose
Use Employee Canada Taxes (PR13.6) to enter Canada employee tax information
for tax deductions, as well as government reporting information.
** Prerequisites
You must add an employee on Employee (HR11.1) for this form to display.
** Process at a glance
1. Add an employee on Employee (HR11.1)
2. Add employee tax deductions on this form
3. Continue with employee setup.
** Required fields
To add a deduction to the employee you must select a company, employee, and
deduction.
** Decision/Impact
Any changes you make on this form will change the way the Payroll application
takes tax deductions for the employee.
** More help
If you need to maintain employee taxes after this initial setup, use Canada
Employee Taxes (PR13.5).
Updated Files
BNCHANGE -
BNGRPCHG -
EMDEDMASTR -
EMPLOYEE -
HISTERR -
HRHISTORY -
HRSUPER -
ONETMDED -
PAASSIGNED -
PAEMPLOYEE -
PAEMPPOS -
PAPEPAUDIT -
PAPOSCHG -
PATHFIND -
PAYDEDUCTN -
PAYMASTR -
PERSACTHST -
PERSACTION -
PERSGROUP -
PGEMPLOYEE -
PRRATEHIST -
PRSYSTEM -
PRTAXLOC -
STANDTIME -
TIMERECORD -
Referenced Files
ACACCTCAT -
BENEFIT -
BNBEN -
DEDCODE -
DEPTCODE -
EMDEPEND -
EMDISTMAST -
EMPCODES -
EMPFLEXDOL -
EMSTATUS -
EMTAMASTR -
GLINTCO -
GLSYSTEM -
HRCTRYCODE -
HREMPUSF -
HRSECLEV -
INSTCTRYCD -
JOBCODE -
PABUDGET -
PADICT -
PADICT2 -
PAEMPAPP -
PAINSTRUCT -
PAPOSITION -
PAPOSRULE -
PASCRTY -
PCODES -
PCODESDTL -
PERSACTYPE -
PGSELECT -
PLAN -
PRBUSGRP -
PREMDEDHST -
PROVERTIME -
PRPROVINCE -
PRQCENTGRP -
PRRATES -
PRSAGDTL -
PRSAGHEAD -
PRSTATE -
PRTAXAUTH -
PRTAXLEVY -
PR13.7 - U.S. Tax Locations
** Form Purpose
Use U.S. Tax Locations (PR13.7) to:
* view tax deductions created by BSI Tax Locator
* disable any of the Tax Locator deductions that do not apply to the employee
* Enable Tax Locator deductions that were previously disabled
* Assign tax deductions to an employee that Tax Locator did not assign.
** Prerequisites
You must have employee tax deductions defined on Deduction (PR05) and then
add employees before you can use this form.
** Decision/Impact
When you have no legal requirement to withhold a tax, but Tax Locator creates
finds the deduction for an employee, you need to create a "dummy" deduction on
Deduction (PR05). Allow Tax Locator to attach the dummy deduction to the
employee and then disable the deduction. If you do not do this, you will
continue to receive the Tax Locator message about the deduction not set up for
the tax authority whenever that tax jurisdiction is returned for that
employee.
If you override the location on a time record, it changes the tax deductions
assigned to the employee which can then be viewed on PR13.7.
** Required Fields
Company
Employee
Work Location
** Process at a Glance
1. Add employees on Employee (HR11.1)
or
Change employee addresses on HR11.1
or
Change employee work location on HR11.1
or
Add time records with locations different than the HR11.1 location
2. Use U.S. Tax Deduction Errors (PR13.8) to correct view and update Tax
Locator errors.
3. View or maintain deductions created by Tax Locator on this form.
** More Help
BSI Tax locator is a feature of BSI third-party software, which creates tax
deduction automatically for U.S. employees.
Updated Files
PRTAXLOC -
Referenced Files
DEDCODE -
EMDEDMASTR -
EMPLOYEE -
HRSECLEV -
PCODES -
PRSYSTEM -
PR13.8 - U.S. Tax Deduction Errors
** Form Purpose
Use U.S. Tax Deduction Errors to view:
* Tax Factory errors for a specific employee on the Messages tab
* Messages telling you to use BSI TaxFactory to view errors
* Tax deduction changes for the employee by locations entered on time records
(which override the employee record location)
* Tax deduction changes that occured due to a Tax Locator update
You can also use this form to update Tax Locator after you have performed
maintenance to fix the errors displayed on this screen.
This form shows the most recent changes made to the employee--it does NOT
show a history of all changes.
** Prerequisites
There must employees with Tax Factory errors or changes for any information
to display on this form.
** Decision/Impact
If you perform maintenance to correct errors and then inquire on this screen,
the Messages tab states whether or not an update is needed. Also, the error
messages for the corrected errors no longer appear.
If the Messages tab does not indicate an update is needed or the error
messages still display, you must perform further maintenance to correct the
errors.
** Required Fields
Company
Employee
** Process at a Glance
1. Add employees on Employee (HR11.1)
or
Change employee addresses on HR11.1
or
Change employee work location on HR11.1
or
Add time records with locations different than the HR11.1 location
2. View errors for deductions created by Tax Locator for a specific employee
on this form.
3. Perform maintenance to correct errors.
4. Update tax deductions using this form or U.S. Tax Deduction Update (PR113).
** More Help
You can update Tax Locator deductions for more than one employee using U.S.
Tax Deduction Update (PR113).
The location field at the top of the screen displays the employee record
location. The location fields on the Location Changes tab diplay locations
from time records.
BSI Tax locator is a feature of BSI third-party software, which creates tax
deduction automatically for U.S. employees.
Updated Files
BNCHANGE -
BNGRPCHG -
EMDEDMASTR -
EMPLOYEE -
HISTERR -
HRHISTORY -
HRSUPER -
ONETMDED -
PAASSIGNED -
PAEMPLOYEE -
PAEMPPOS -
PAPEPAUDIT -
PAPOSCHG -
PATHFIND -
PAYDEDUCTN -
PAYMASTR -
PERSACTHST -
PERSACTION -
PERSGROUP -
PGEMPLOYEE -
PRRATEHIST -
PRSYSTEM -
PRTAXLOC -
STANDTIME -
TIMERECORD -
Referenced Files
ACACCTCAT -
BENEFIT -
BNBEN -
DEDCODE -
DEPTCODE -
EMDEPEND -
EMDISTMAST -
EMPCODES -
EMPFLEXDOL -
EMSTATUS -
EMTAMASTR -
GLINTCO -
GLSYSTEM -
HRCTRYCODE -
HREMPUSF -
HRSECLEV -
INSTCTRYCD -
JOBCODE -
PABUDGET -
PADICT -
PADICT2 -
PAEMPAPP -
PAINSTRUCT -
PAPOSITION -
PAPOSRULE -
PASCRTY -
PCODES -
PCODESDTL -
PERSACTYPE -
PGSELECT -
PLAN -
PRBUSGRP -
PREMDEDHST -
PROVERTIME -
PRPROVINCE -
PRQCENTGRP -
PRRATES -
PRSAGDTL -
PRSAGHEAD -
PRSTATE -
PRTAXAUTH -
PRTAXLEVY -
INVOKED Programs
ACAC
ACCL
IFCU
IFSG
HRCL
HRFN
HRHI
HRLO
HRST
IFAC
IFAU
SLSE
SLSU
IFOB
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