Tax Table Maintenance

Use the Tax Table Maintenance screen to maintain tax tables for all taxing authorities: federal, state, county, and local.

If doing year-end processing, first go to W-2 Form Maintenance or to T4 Slip Maintenance.

The Payroll tax tables allow an unlimited number of income tax filing statuses to be created in order to accommodate those who need the ability to set up more than four filing statuses for income tax withholding tables. In addition, the Payroll Manager can choose the name for these codes in order to match them with the filing statuses defined by the particular jurisdiction.

Updating Tax Tables

Tax table information is available on the Viewpoint Customer Portal. Tax tables are updated as information becomes available from each tax authority. Viewpoint recommends that you subscribe to the tax tables you use on the Viewpoint Customer Portal so that you are notified when the information changes.

Deleting Tax Table records
If you want to delete a tax table, highlight it and select the Delete button.
  • You cannot delete a filing status if it is currently assigned to any active employee in any company on the system.
  • You can delete an obsolete filing status in cases where it is only assigned to non-active employees. This condition may reasonably occur when a jurisdiction reorganizes filing statuses and the company potentially has a group of old (terminated) employees that were assigned the filing status now being removed.
  • You're not required to find and edit every employee in every company with this filing status. In the event a filing status is removed and one of these non-active employees is later re-activated without switching to a valid filing status, the Check Calculation will use the Federal filing status in place of the (deleted) status assigned to the particular jurisdiction. If, however, the Federal filing status is not set up for this jurisdiction, then no income tax withholding will be computed.
    Important: Whenever entering tax tables, always use the annual tax tables.
  • There needs to be at least one filing status in order to assign a tax code to an employee
  • For jurisdictions that do not have an income tax, it is still necessary to create a filing status that is set to Calculation type = None.
If doing year-end processing, go to Year End Update.