Available for the following Payroll plan: Standard, Premium

Within your organization, you may have employees who have recurring tax adjustments that need processing over multiple pay runs. Manually adding these tax adjustments into every pay run is time-consuming, so the payroll platform allows you to automate this process, saving you time when managing your employees.

The Pay Run Inclusions Tax Adjustments feature allows you to set up an automated tax adjustment where you can choose the date the inclusion starts on, when it will expire, and the taxable amount. You can also use this feature to edit any information entered previously and delete a record that is no longer required.

Getting started

Adding a tax adjustment

Click the Employee menu.
Click the List submenu.
Click on the employee who needs a tax adjustment created.
Click the Pay Run Inclusions button.
Click the Add button.
Complete the following fields:
- Amount.
  - Fixed:
  - Percentage of gross.
  - Percentage of taxable earnings.
- Notes.
- When should this pay run inclusion start:
  - Today.
  - On the following date.
- When should this pay run inclusion expire:
  - Never.
  - On the following date.
  - After the following amount has been reached.
Click the Save button.

Maintain

Editing a tax adjustment

Click the Employee menu.
Click the List submenu.
Click on the employee who needs a tax adjustment edited.
Click the Pay Run Inclusions button.
Click on the employee tax adjustment that needs editing.
Make the required changes and click the Save button.

Deleting a tax adjustment

Click the Employee menu.
Click the List submenu.
Click on the employee who needs a tax adjustment deleted.
Click the Pay Run Inclusions button.
Click the Delete button.
Click the OK button.