About Setting Employee Tax and Insurance Information

You can set up tax, unemployment, and insurance timecard defaults for employees in PR Employees.

The information that you specify on this form depends on where the employee lives, where the employee works, and your company's location.

The following list provides a list of typical examples of how you might set up tax and insurance information for your employees.

  • If an employee lives and works in the same state, enter the applicable information in the Resident Tax State, Resident Unemp State, Resident Ins State, and Resident Local Code fields. When you create a timecard batch, the system defaults information from these fields.

  • If an employee lives in one state, and the work location is in a different state, enter the work location information in the Work Office Tax State field. When creating a timecard entry for the employee, the system checks to see if there is a reciprocal agreement between these two states and defaults the information from the Resident fields.

  • If an employee lives in one city/county, and the work location is in a different city/county, enter the work location information in the Work Office Local Code field.

Note: If you have entered information in the Office State or the Office Local fields in PR Company Parameters, the system checks these fields for reciprocal agreements instead of the Work Office Tax State and the Work Office Local Code fields.
  • If you want to use tax, unemployment, and insurance information from a job when entering timecards, set the appropriate options in PR Company Parameters. When entering a job timecard for an employee, the tax, unemployment, and insurance state defaults from JC Jobs (PR State field). For non-job employees, or if a job is not specified, the system uses the state or local information from the Office State or Office Local fields in PR Company Parameters (State/Local) tab. If those fields are blank, the system uses the Work Office fields in PR Employees. If those fields are blank, the system uses the Resident fields in PR Employees .

  • If you want to use tax, unemployment, and insurance information from an SM work order when entering timecards, set the appropriate options in PR Company Parameters. When entering an SM Work Order timecard for an employee, the tax, unemployment, and insurance state defaults from the work order (PR State field, SM Work Orders). If a PR State is not specified on the work order, the system uses the system uses the Resident fields in PR Employees.

  • If you have set tax, unemployment, or insurance information to default from a job or SM work order, and you want information to default from PR Employees for specific employees, select the appropriate check boxes in the Default Options - Always use Employee's Work/Resident section of PR Employees. When you check one of these boxes, the system will default the corresponding values from the Work Office fields in PR Timecard Entry. If those fields are blank, then the system defaults information from the Resident fields in PR Employees.

Note: This situation might occur when you have some employees working in a remote office in a different state than the state where your company is actually located. In this situation, you would want to use the state that you specify in Work Office Tax State field (PR Employees).

For more detailed default information, refer to the F1 help for the following PR Timecard Entry fields: Ins State , Tax State , Local , and Unemp State .