A tax authority is any government entity, be it federal, state, or local, that is authorized to collect taxes based on legislation. If your site is choosing to use Avionté to pay taxes directly into tax authorities instead of by other means, the tax authorities must be defined in the Tax Authority section of Admin Tools. These are the three main steps to creating and making Tax Authority payments:
Create an agency with a type of Tax Authority
Prior to setting up a Tax Authority in Admin Tools, an agency must be defined with a type of Tax Authority.
Under Front Office in the Main Menu, click Agency.
Click New Agency in the upper-right portion of the window. The New Agency window will appear.
Select Tax Authority from the Agency Type drop-down.
Complete the remaining setup for this agency, then click Finish.
Create the Tax Authority
After agencies have been defined, as described above, continue with the following steps to set up Tax Authorities. Once this is done, Tax Authority payments can be processed in the Payroll section.
In Admin Tools with the System category selected, double-click Tax Authority. The Tax Authority window will appear. If any existing Tax Authorities are set up, they will appear in the list.
Click the Add New button. The Tax Agency fields near the bottom of the window are cleared (if not already empty), as shown in the example above.
In the Search Tax field, begin entering the name of the tax. The field will auto-populate as characters are entered. Click the drop-down arrow to view additional values that match the characters entered. Select the tax to which this Tax Authority applies.
In the Agency field, select the agency to which the tax payment is to be sent.
Repeat these steps to set up other Tax Authorities.
Make Tax Authority payments
With Agencies and Tax Authorities defined, payments are made through the Payroll section.
In Back Office, select the Payroll section.
Click New Batch (upper-right corner of window).
The New Payroll Batch window appears.
Select Tax Authority Pay from the Run Type drop-down, then create the payroll batch and perform normal payroll processing steps.