About Setting Company Tax and Insurance Information

You can use the State/Local tab of PR Company Parameters to set up the tax, unemployment, and insurance defaults for each company in the system.

The settings on this tab determine if tax, unemployment, and insurance information defaults from the job that an employee works on, or if the information defaults from the employee record in PR Employees. If you set the information to default based on the job, this setting affects all employees in the system; however you can override this setting in PR Employees as necessary.

  • Defaulting Tax and Insurance Information from Jobs - If you want to use tax, unemployment, or insurance information from a job when entering timecards, check the appropriate boxes on the State/Local tab. For example, if you want to use the tax state that is specified on the job, check the Use Job, SM Work Order or Office State for Tax State box. In this case, when you enter timecards for an employee, the system will use the state specified for the job in JC Jobs (PR State field). For employees who do not work on jobs (e.g., office clerical workers), the system defaults information from PR Employees. In the case where you have non-job employees who live in a different state or city/county from where your office is located, enter the applicable state in the Office State field, or the appropriate local code in the Office Local field, for your office location. This allows the system to use the correct information for the non-job employees on your payroll.
    Note: If you do not enter a state or local code in the Office State or Office Local fields, the system uses the information from the Work Office Tax State or the Work Office Local Code fields in PR Employees. If those fields are blank, the system uses the Resident Tax State or the Resident Local Code fields in PR Employees.
  • Defaulting Tax and Insurance Information from SM Work Orders - If you want to use tax, unemployment, or insurance information from SM work orders when entering timecards, check the appropriate boxes on the State/Local tab of PR Company Parameters. For example, if you want to use the tax state that is specified on the work order, check the Use Job, SM Work Order or Office State for Tax State box. In this case, when entering SM Work Order timecards for an employee, the system will use the state specified on the work order in SM Work Orders (PR State field).
    Note: If you do not enter a PR State on the work order or if you always use the employee's resident/work office information (Always use Employee's Work/Resident checkboxes are selected in PR Employees), the system defaults information from PR Employees.
  • Defaulting Tax and Insurance Information from Employee Records - If you are not using jobs or work orders to determine the tax, unemployment, and insurance information defaults for timecard entries, set up the information for each employee in PR Employees. In the event that an office worker lives in a different state from where your office is located , you can enter your office state or local code in the Office State or Office Local fields on PR Company Parameters. This allows the system to determine if there is a reciprocal agreement between the two states. In this case, the system defaults the state specified in PR Employees when you are entering timecard information in PR Timecard Entry. See Setting Employee Tax and Insurance Information for more information.