Overview
Updated 09/29/2022
Within the Employee Payroll section of Avionté, taxes can be set up for an employee.
If you are looking for information specific to the 2020 tax year, please refer to this article: 2020 W-4 & Tax Set Up
Create Taxes for a New Employee
Create Additional Taxes
Local Tax Overrides
Edit Taxes
View Tax History
Additional Configuration
Admin Tools: System > Config Options
Other Tax Setup
Create Taxes for a New Employee
- Expand the Payroll option in the Employee sub-menu and select the Tax option. The Tax tab appears with three vertical tabs displayed to the right:
- Tax Setup (default)
- 2020 Tax Setup (new)
- Tax History
- Tax Credit (Canada-based customers will not see this tab)
- Click the Create Default Taxes button. The Employee’s tax information, based on the Employee's geocode, will be generated and appear in the grid.
Note: If the Employee record does not have a geocode, an error message will appear. Go to the Employee Detail tab and make sure the geocode is entered on the Address sub-tab for the employee. - Review the filing status and exemptions that appear in the grid for each tax displayed, and enter any withholding the employee may have requested in the Add WH field. If any change is made, simply tab out of the edited field to save the change.
State Exceptions:
Nonresident Connecticut Withholding - Tax return a specified % of the original calculation
- To apply this configuration, access Employee > Payroll > Tax for an employee that has Connecticut withholding set up.

- Double click on the CT WH [State Withholding] item and a new screen appears - Additional Tax Details - CT. You will be prompted to enter the Employer (dropdown), Work Year (dropdown), and % of CT Services (decimal value). If the talent in question worked 80% of their job in Connecticut, you would enter "80.00".

- Click Save.
- Different amounts can be entered by year if you wish. Reopen the screen and select a different Work Year to apply a different value.
- When a new payroll batch is processed, Connecticut Withholding (CT WH) will be updated to reflect the values entered.
The system takes the amount calculated by Vertex and multiplies it by the CT WH values defined by the user. This enables Connecticut customers to be in compliance with the nonresident form. Workarounds attempting to manipulate the fixed percent field to get tax amounts are no longer necessary and are not recommended.
This service is only available for Connecticut at this time.
Create Additional Taxes
Once an employee has default taxes applied, any other taxes that need to be set up for that employee can be created. Additional taxes are those such as local municipality or school district taxes.
- Click the Create Additional Tax button. The Employee Tax Add window appears.
- Choose the appropriate tax from the Select Tax drop-down. To quickly find a particular tax, begin entering the first few characters of the tax name if known (for example, "stil" for Stillwater) and press Enter. A list will display with results that match the current entry.
- Depending upon the tax selected, you may need to select a Filing Status. If the drop-down is blank, you can skip this field, otherwise select a value from the list displayed.
- Enter the values in the Exemptions and Dependents fields.
- If needed, enter a value in the Additional Withholdings field.
- Once all the information is entered, click Finish. The newly-created tax information appears in the grid along with the default taxes created for the Employee.
Local Tax Overrides
The ability to override local taxes is linked to the Config Option AllowUserOverrideLocalTax.
Edit Taxes
Once an employee has taxes set up, you can edit their tax setup when the employee requests a change to their filing status, exemptions, or withholding.
- In the Employee section, search for and select the employee for which you are editing taxes.
- Expand the Payroll option in the Employee sub-menu and select the Tax option. The Tax tab appears with four vertical tabs displayed to the right:
- To change the filing status, exemptions, or withholdings for a tax, click on the cell in the tax row and directly update the value.
- If the Employee would like additional withholdings from his/her check, designate that in the Add WH column.
View Tax History

Additional Configuration
Admin Tools: System > Config Options
- Config Option: System > SystemSettings > ProcessDefaultTaxUsingWebService
- Config Option: User > User_UserSetting > AllowChangingTaxExempt
- Config Option: User > User_UserSetting > AllowDeleteEmployeeTaxDocument
- Config Option: User > User_UserSetting > AllowEditEmployeeTax
- Config Option: Supplier > EmployerSetting > DefaultEmployeeWizardTax
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