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The Pay Tab is very important in insuring that the proper taxes are taken out of your employee's pay. Make sure that you fully understand all of the settings on this page before saving the data. Do not select that any of the taxes are Exempt from Tax in the "Exempt From" area unless they are legally exempt. Don't even set them as exempt if you do not have a State or Local tax. You should consult with your accountant if you "think" someone may be exempt from a tax.
California employers see this special note regarding SDI / CA ETT.
See the Sub Topic " Pay Tab Non-Employees" to set up the Tab for the Non-Employee Payees as they are set up different from the normal employees.
 Last Check Number
This number is poked into PayWindow when you pay the employee so you do not need to do anything with the Last Check Number entry.
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 Pay Period
Pay Window uses the exact calculation method with tax formulas to calculate the taxes to the penny. Since this is done by converting the pay period to an annual sallary and after getting the taxes, converting it back down to the pay period, you must select the Pay Period you pay by. Click the Drop List button and select from the possible selections. The choices are:
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 Employee Type
It is very important that you select the Employee Type to match what you set up in the Payrate Tab. Click the drop list button and select from the following: Hourly, Salaried, Commissioned or Non-Employee Worker. The Non-Employee Worker type is a contract worker that you pay and they get a 1099-MISC Form at the end of the year. You enter their payment amount when paying the employees.
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 Allocated Tips
This is for Tipped Employees where you need to report Allocated Tips (not the same as collected or reported tips) on the W2 Form. You would enter the number here before printing W2 Forms if you are required to do so.
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 Federal Marital Status
Using the drop list button, select if the employee is married or single for the Federal Marital Status. The drop list looks like this:
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 State Marital Status
Using the drop list button, select the State Marital Status. Only a few states have all of the choices seen below and some may only have Married and Single so make certain that you use the correct choice for your employees in this selection. The drop list looks like this:
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 Number Federal Dependants
Enter the Number of Federal Dependants in this entry. They are also known as Federal Exemptions. You should have your employees complete the W4 Form every year and that is where you will get this number.
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 Number State Dependants
Enter the Number of State Exemptions here. Also known as State Exemptions. Your state will have a form similar to the IRS W4 Form to have them complete to get this number.
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 CA-DE4/LAPE
If you are in California, the Employees should complete the CA-DE4 Form, enter that number they provide here.
If you are in Louisiana, it will be the LA PE (personal exemptions) number that you enter here.
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 CT-W4
If you are in Connecticut, enter the number from the CT-W4 Form here.
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 Exempt From Tax
This is the Exempt From Tax section. By Default, all tax items are set to "N" for No to the question, Is this Employee Exempt from this Tax? Do not change any of these unless you actually have an employee that is tax exempt by law.
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 Federal Tax Selection
The controls allow you to selectively change them to Y or N.
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 All Yes
The All Yes button will change all items to Y.
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 All No
The All No button will change all items to N.
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 For CT State Only
If you are in Connecticut, enter the reduced withholding amount per pay period from line 3 on the CT-W4 Form, here.
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 Save & Close
The Save & Close button will save all data entered and any edits made and close the employee settings window.
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 Cancel
The Cancel button will cancel any changes made and close this window.
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