Employee | The Tax Profile screen
Overview
The Employee Tax Profile Screen stores information relating to the employee’s tax calculation. A history of tax records will accumulate at the bottom of the Employee Tax Profile Screen, should an employee be terminated and re-instated starting a new tax record.
Edition
This feature is available on Lite / Premier and Master editions.
Navigation
Navigate > Employee > Basic Information > Tax Profile
Details
Duplicate ID Numbers
If the ID number of the new employee, already exists on another employee within the group of companies, a warning message will appear to indicate that it is a duplicate.
Changing a Tax Status during the Tax Year
There is no restriction on the amount of tax records for one employee per tax year. Changing a tax status during the tax year, will result in the employee being taxed on year-to-date earnings based on the new tax status. Therefore, should an employee’s tax status change, you should terminate and reinstate the employee starting a new tax record.
The History Grid
Once you have processed and submitted the information on the screen, it will display on the History Grid.
Related Articles
How do I correct e@syFile™ error: "Employment Tax Incentive Indicator (3026) is 'Y' and Nature of Person (3020) is 'A' and ID Number (3060) Must Be Valid"?
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