| Global changes: Tax codes |
Description | If you need to update several employees' tax codes at once, you can use Global Changes. |
Resolution | You can use Global Changes to perform the following tasks with employee tax codes: Replace one tax code with another - Select the required employees.
- Click Tasks then click Global Changes.
- Click Tax Codes then click Replace One Tax Code With Another.
- Enter the existing tax code as of the current process date.
- Enter the replacement tax code.
- 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. - Click OK then click Yes then click OK.
Apply a tax code change where the code has a certain prefix - Select the required employees.
- Click Tasks then click Global Changes.
- Click Tax Codes then click Apply Tax Code Change Where Code has Prefix.
- Enter the required value in For employees whose tax code is prefixed by:
- Enter the value to amend the tax code by in Set the value by which the tax code is to change:
- 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. - Click OK then click Yes then click OK.
Apply a tax code change where the code has a certain suffix - Select the required employees.
- Click Tasks then click Global Changes.
- Click Tax Codes then click Apply Tax Code Change Where Code has Suffix.
- Enter the required value in For employees whose tax code is suffixed by:
- Enter the value to amend the tax code by in Set the value by which the tax code is to change:
- 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. - Click OK then click Yes then click OK.
Set the W1/M1 flag - Select the required employees.
- Click Tasks then click Global Changes.
- Click Tax Codes then click Set W1/M1 flag.
- Click Yes then click OK.
Clear the W1/M1 flag - Select the required employees.
- Click Tasks then click Global Changes.
- Click Tax Codes then click Clear W1/M1 flag.
- Click Yes then click OK.
[BCB:128:Limitless - 50 Payroll - Company Settings:ECB]
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