Good Afternoon!

If you find that your tax rate which calculated in your software is incorrect, you can determine what the tax amount should be by downloading the report attached to kcs article # 21156.

incorrect tax amounts can be caused by not closing the payroll year before you process the first check for the current year.  The subject to amounts would not have calculated correctly, if later on you run Recalculate Subject to, it would correct the Subject to amounts however not the tax.  Another cause of incorrect tax amounts can be incorrect rates, or incorrect limits.

The report is a great tool for you to use to determine what the tax should have been.  You can then make manual adjustments on a physical check, or adjust the Aatrix tax report.

I hope this helps!

Gaylene

I am not able to open the report attachment.  Is there another way for me to get to this report?  thank you

I am not able to open the report attachment.  Is there another way for me to get to this report?  thank you

Good afternoon!

Were you able to download the report?  If so you'll save it to your Reports folder.  Then using Report Manager in Payroll add the report to your reports menu.  KCS # 17087, has the steps for adding a report to your menu.

If you tried to run the report without saving it and adding it to the menu it wouldn't run.

The report needs to be downloaded, then saved, then added to your report menu, or run from Report Designer.

There is an additional link within the article that outlines the steps to save, add and print the report design.

Hope this helps!

~denise