Tax Free Holiday!

So, I had a client email last week because they had a number of employees with state tax but it was not calculating for that specific state.  The strange part was that all of the setup seemed right....

• Cards>>payroll>>state tax, assigned to the employee
• Cards>>payroll.>>tax information, default state code correct
• Cards>>payroll>>pay code, pay codes marked as subject to state tax
• Transactions>>payroll>>transaction entry, the state code was on the transaction

Bizarre.  So I asked for a copy of the build report, and saw that the state tax code was on the build report correctly.  But on the calculate report, it was not calculating an amount.  Aha!! I looked at the set up for the state tax code (setup>>system>>payroll tax) and saw that the first filing status for the state was a 0% status.  And the employees had been set up with that, since it was the default. 

Some quick scripts if you find yourself in the same boat.  The first selects the records to update, and the second updates the filing status.  Our situation was limited to employees in a specific department that worked in another state, but you could adapt these to limit by any other factor as well.

--identifies the records to be changed

select UPR00100.DEPRTMNT, UPR00700.employid, UPR00700.STATECD, UPR00700.TXFLGSTS from UPR00700 inner join UPR00100 on UPR00700.EMPLOYID=UPR00100.EMPLOYID where UPR00700.STATECD='insert state tax code here' and UPR00100.DEPRTMNT='insert department code here'

--executes the change
UPDATE UPR00700 set UPR00700.TXFLGSTS='insert filing status here' from UPR00700 inner join UPR00100 on UPR00700.EMPLOYID=UPR00100.EMPLOYID where UPR00700.STATECD='insert state tax code here' and UPR00100.DEPRTMNT='insert department code here'

For the filing status variable, you will have to set up one employee correctly and then look at the UPR00700 to see the proper value in TXFLGSTS (select * from UPR00700 where EMPLOYID='insert employee ID here' and STATECD='insert state tax code here') for the state code.

Hope everyone had a great holiday! And here's to a great new year!
 
Take care,
Christina