Updating City Tax Rates

This document will walk you through how to update city tax rates on your Payroll Items.

1. Go to Core/Payroll Item/Payroll Item

   1. Select 'City Tax Item' from the drop down on the top left of the grid

   2. Filter for the city code that needs changed

   3. Click on Report on the top right of the grid 

      1. Select the format As Excel-FieldNames

      2. Click on Generate Report

2. Open the spreadsheet and make all necessary changes.

   1. Update the rate

   2. Verify all required columns headings are accurate

      1. employee.number

      2. configuration.code

      3. rate

   3. Remove ALL other NOT required columns 

   4. Save the updated spreadsheet in .CSV format

3. Go to Utilities/Mass Load

   1. Browse to choose the .CSV file

   2. Select Payroll Item as the Importable Entity

   3. Click Load 

      Open

      

4. Review the error file for any errors that may have occurred