Tax Tab

Overview

Updated 03/15/2022

Taxes for the staffing supplier are configured within the Tax tab of Admin Tools. Additional tax information can be viewed here, such as the federal and state unemployment limits. 

• Click here for information on the Tabs available for Suppliers
• Click here for information on adding a Supplier property
• Click here for information on the Certificate of Non-Residency

Tax Rate
Recalculate Tax Amount
Tax EIN
Tax Staffing Supplier
Tax Master

Tax Rate

By default, Avionté provides the Federal Unemployment Tax (FUTA) tax rates. For other tax rates, such as state unemployment insurance (SUI), your site will need to enter those that are applicable.

Note: Be careful when setting up miscellaneous SUI tax rates so that SUI taxes are not duplicated in different rate setups. If two SUI tax rates include the same particular tax, adjust one or both of the rates to account for the duplication so the taxes are not applied twice.

1. To enter a new tax rate, click the Add New button on the Tax Rate tab.
   
   
   
   
2. In the Tax Rate Details group box (lower-left corner of the window), set the fields as follows:
   
   

   Field	Description	Additional Information
   Tax Name	Select the appropriate tax.	To quickly find a particular tax, begin entering the first few characters of the tax name if known and press Enter. A list will display with results that match the current entry. As you enter additional characters, the list becomes more refined.
   Tax Percentage	Enter the tax rate percentage.	This rate is set by your state's unemployment office.
   Start Date/End Date	The start and end date for the SUI tax are given by the state.	They’re usually a year in duration and the SUI tax will be calculated during payroll from the start date till the end date specified in these fields. Dates can be entered either manually by typing in the date in the format MM/DD/YYYY or by selecting the date from the calendar that appears in the drop down calendar.

3. Click Save once the fields are complete. The tax is displayed in the upper grid.
   
   
4. The taxes that appear in the grid can be filtered by using the Filter By drop-down menu which appears in the upper-right corner of the windows. Only those taxes that are active during the date selected in the drop-down calendar will appear in the grid.
   
   

   Notes	Occasionally, our clients will receive SUI Rate changes during the middle of the year. Often times these SUI rate changes will be retroactive to the first of the year. Please let the Tax Team know of these situations, as we can recalculate SUI taxes for them.
   	If a new rate is received, advise our clients to add a new rate, rather than changing the start and end dates on existing rates. This will allow them to use the Filter By feature at the top right hand side. It will also allow them to look at rates historically.

    

Recalculate Tax Amount

When tax rates are changed, some current pay-period taxes may have already been accrued according to the previous rate.

The Recalculate Tax Amounts feature recalculates the selected tax on all checks within posted Payroll batches. This feature will only recalculate taxes for Payroll batches containing a Check Date within the selected Tax's date range.

Note: A recalculation cannot be performed if there are any open Payroll batches for the supplier.

1. To recalculate existing accrued taxes to reflect a changed rate, select the row of the changed tax from the main Tax table (WI SUI ER in the example below.)
   
   
2. Select the Recalculate Tax Amounts button.
   
   
   
   (Alternatively, when a tax rate is changed, the system will automatically prompt for a recalculation of currently accrued taxes.)
   
   
   
   
3. When a recalculation is started, a confirmation prompt will appear. Select Yes to continue.
   
   
   
   
4. The Tax Percentage column in the upper Tax grid will now reflect the change. The Tax Recalculation History grid in the lower-right of the page will display the history of changes to the selected tax, including the Rate Percentage the rate was changed to.
   Note: Only Employer taxes will be recalculated; it is not possible to recalculate taxes for individual employees.

Tax EIN

The Employer Identification Number (EIN) our state account ID for filing taxes and is assigned to your company from the state or states in which you do business. Your site will need to configure taxes to include EINs for each of the SUI and state withholding taxes that apply.

1. In Admin Tools' Employer Tax option, click the Tax EIN tab.
   
   
   
   
2. From the list of taxes, select the tax that applies.
   
   
3. In the EIN field found in the Tax EIN Details group box, enter your company's account number.
   
   
4. Click Save.
   
   
5. Repeat these steps for all taxes that are applicable to your site.

Tax Staffing Supplier

The Tax Staffing Supplier tab is used by Avionté to define the specific calculation method procedures used for calculating taxes. If any changes are required, Avionté performs the updates on this tab.

Tax Master

The Tax Master tab displays a current master list of all taxes in Avionté. The list includes the Is Active checkbox which indicates whether that tax is active at your site. You can also change the Display Name for a tax in the lower portion of the screen by entering the name and clicking Save.