Sage Intacct Payroll: Configuring Employee Tax Profiles

Employee Resident Taxes and Federal & State Filing Statuses in Sage Intacct Payroll

Overview

This article is a guide on setting up employee resident taxes and federal and state filing statuses in Sage Intacct's Construction Payroll module, as demonstrated in a video tutorial which can be viewed here.

Setting Up Employee Resident Taxes

  1. Accessing Employee Setup:

    • Navigate to Applications > Construction Payroll > Employees.

    • Search and select the employee (e.g., Steve Hess).

  2. Adding Residential Taxes:

    • Go to the 'Residential Taxes' tab.

    • Click 'Add Effective Date' and set it (e.g., 1-1-2023).

    • Establish federal taxes first (e.g., FIT, FICA, Medicare, FUDA).

    • Add state taxes based on the employee's location (e.g., Oregon State Income Tax, State Unemployment).

    • Include Workers' Comp Tax if applicable.

    • Save the changes.

Setting Federal and State Withholding

  1. Federal Withholding Setup:

    • Switch to the 'Federal Withholding' tab.

    • Add an effective date (e.g., 1-1-2023).

    • Fill in W-4 information (e.g., marital status, allowances).

    • Save the settings.

  2. State Withholding Setup:

    • Move to the 'State Withholding' tab.

    • Add the effective date.

    • Choose the state and complete the requirements for state income tax.

    • Include details like filing status, number of allowances, and any extra withholding.

    • Save each state setup individually.

    • Repeat the process for multiple states if the employee works in more than one state.

Finalizing Setup

Ensure all tax elections and withholdings are correctly assigned and saved. The employee is now set up to work in the specified states with the correct tax withholdings.

Source Video:Sage Intacct Payroll: Employee Resident Taxes and Federal & State Filing Statuses

Note: This article is based on the video tutorial. For a visual guide and more detailed instructions, refer to the video.

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