Global changes: Tax codes
Description

If you need to update several employees' tax codes at once, you can use Global Changes.

Cause
Resolution

You can use Global Changes to perform the following tasks with employee tax codes:

Replace one tax code with another

  1. Select the required employees.
  2. Click Tasks then click Global Changes.
  3. Click Tax Codes then click Replace One Tax Code With Another.
  4. Enter the existing tax code as of the current process date.
  5. Enter the replacement tax code.
  6. Enter the effective from date for the new tax code.

    This is the date that the new tax code will be applied. If you have already entered a tax code change with the same effective date, you can select the Overwrite existing tax codes with same effective from date check-box.

  7. Click OK then click Yes then click OK.

Apply a tax code change where the code has a certain prefix

  1. Select the required employees.
  2. Click Tasks then click Global Changes.
  3. Click Tax Codes then click Apply Tax Code Change Where Code has Prefix.
  4. Enter the required value in For employees whose tax code is prefixed by:
  5. Enter the value to amend the tax code by in Set the value by which the tax code is to change:
  6. Enter the effective from date for the new tax code.

    This is the date that the new tax code will be applied. If you have already entered a tax code change with the same effective date, you can select the Overwrite existing tax codes with same effective from date check-box.

  7. Click OK then click Yes then click OK.

Apply a tax code change where the code has a certain suffix

  1. Select the required employees.
  2. Click Tasks then click Global Changes.
  3. Click Tax Codes then click Apply Tax Code Change Where Code has Suffix.
  4. Enter the required value in For employees whose tax code is suffixed by:
  5. Enter the value to amend the tax code by in Set the value by which the tax code is to change:
  6. Enter the effective from date for the new tax code.

    This is the date that the new tax code will be applied. If you have already entered a tax code change with the same effective date, you can select the Overwrite existing tax codes with same effective from date check-box.

  7. Click OK then click Yes then click OK.

Set the W1/M1 flag

  1. Select the required employees.
  2. Click Tasks then click Global Changes.
  3. Click Tax Codes then click Set W1/M1 flag.
  4. Click Yes then click OK.

Clear the W1/M1 flag

  1. Select the required employees.
  2. Click Tasks then click Global Changes.
  3. Click Tax Codes then click Clear W1/M1 flag.
  4. Click Yes then click OK.

[BCB:128:Limitless - 50 Payroll - Company Settings:ECB]

 

 

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