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Welcome to the Sage HRMS Support Group on Community Hub! Available 24/7, the Forums are a great place to ask and answer product questions, as well as share tips and tricks with Sage peers, partners, and pros.
Sage HRMS Year-end Center Step 2: Update earnings, deductions and taxes
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  • Sage HRMS Year-end Center
  • Installation
  • +Payroll
  • Product and Tax Updates
  • Reports and Tax Forms
  • -Year-end Checklists
    • Attendance in Sage HRMS
    • +Canadian Payroll Year-end Checklist
    • -U.S. Payroll Year-end check list
      • Step 1: Download product update
      • Step 2: Update earnings, deductions and taxes
      • Step 3: Validate year-end reports and transaction history
      • Step 4: Review taxes and employee information
      • Step 5: Using Sage Payroll Tax Forms and eFiling by Aatrix
      • Step 6: Prepare for next year's payroll
    • Human Resources - Benefits Topics
  • Year-end Training: Sage University
  • U.S. Acts & Legislations

Step 2: Update earnings, deductions and taxes

Make sure to review wage caps and rates for earnings, deductions and taxes.

Use the Update Earnings/Deductions window to change an earning or deduction rate, amount, start date, or other field at the employee level. Use the Federal/State Tax Codes setup window to update unemployment tax rates and caps. Use the Workers’ Compensation Codes setup window to update those rates and ceiling amounts.

For more information about updating earnings, deductions, and taxes:

  • Review the online help topics Using Update Earnings/Deductions, Changing a Tax, and Updating Taxes for All Employees
    • Review the following Knowledgebase articles:
      • State unemployment rate and cap 
      • Workers’ Compensation rates and ceiling 

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