BUSINESS SOFTWARE, INC. (BSI) CONFIDENTIAL AND PROPRIETARY INFORMATION

Approve/Review Taxes

The Approve/Review Taxes feature is used by employers in the Employee Console to edit (add/delete) and/or approve employee taxes. Being able to manage employee taxes enables employers to keep the TaxProfileFactory™ database and the payroll system in sync. An employee’s taxes are shown in the grid view and can be filtered based on the Authority, Tax name, Residency, associated forms.

Before this feature can be used it must be configured.

1. Select General from the Configuration menu.
2. Set Approve Review Employee Taxes to Yes  and click Save Changes to enable the Authority Tax Review page.
3. Set Edit Employee Taxes to Yes and click Save Changes to enable the add/delete taxes feature.
4. Refresh the browser.
5. Select Configuration > Authority Tax Review and indicate the authorities that will require employee tax review and approval prior to export.
6. Import the new employee data into TaxProfileFactory. Taxes will updated based on the Approve/Review Employee Taxes configuration settings at the time of import.   

To add employee taxes.

1. Search for the authority taxes.

2. Click Add next to the authority tax you want to add.

3. In the Res Code drop-down list box, select the resident code address type.

4. Click Approve for Export to export the added tax to your payroll system.

To delete employee taxes:

1. Select the check box for the taxes you want to delete.

2. Click Delete Taxes.
   Note: To keep the systems in sync, be sure to delete the employee's tax in your payroll system.

To undo deleted employee taxes:

1. Under Deleted Taxes, select the check box for the deleted taxes you want to undo.

2. Click Undo Delete.

To approve employee taxes:

After reviewing the employee taxes displayed, click Approve for Export.