Worker tax codes (form) 6.2 CU7 and prior

Článek
10/19/2018

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2

Click Payroll > Common > Workers > Workers. Select a worker, and then, on the Action Pane, on the Payroll tab, click Worker tax codes.

Use this form to set up the worker-specific information that is required by the tax codes that have been assigned to a worker.

You do not have to create or assign the worker tax codes because they are automatically created and assigned to the worker when you create worker tax regions. You only set up the individual parameters that are required to calculate the worker’s taxes. All of the parameters for worker tax codes are initially set to their default values. We recommend that you review the worker tax codes for each worker to make sure that they are accurate.

Důležité

For a list of payroll taxes that are not supported by Microsoft Dynamics AX, see Tax codes (form) 6.2 CU7 and prior.

Poznámka

This topic describes functionality that is available only if the Payroll - USA configuration key is selected.

Tasks that use this form

Worker and position payroll tasks

Setting up payroll: Basic topics

Form-level controls

Filters	Information
Current records Display the records as of Apply	When the date filter shows Current records, the worker tax codes and tax code parameters that are currently effective are shown. To see the worker tax codes and tax code parameters that are effective on a specific date, click the Advanced options button next to Current records, select a date, and then click Apply.

Current records

Display the records as of

Apply

When the date filter shows Current records, the worker tax codes and tax code parameters that are currently effective are shown.

To see the worker tax codes and tax code parameters that are effective on a specific date, click the Advanced options button next to Current records, select a date, and then click Apply.

Fields	Information
Tax code Description	The tax codes in the selected legal entity that apply to the worker.
Legal entity	When you select a legal entity, the tax code parameters change to those associated with the selected legal entity. Each tax code assigned to the worker must be set up for each legal entity.

Tax code

Description

The tax codes in the selected legal entity that apply to the worker.

Legal entity

When you select a legal entity, the tax code parameters change to those associated with the selected legal entity. Each tax code assigned to the worker must be set up for each legal entity.

Tax code parameter controls

View the tax code parameters for each worker tax code that is assigned to the selected worker in the Tax code parameters grid. To view the parameters for the selected tax code for a different legal entity, use the form-level Legal entity control to select a different legal entity.

Button	Information
Maintain versions	Open the Worker tax code parameter date manager form, where you can create date-effective versions of each worker tax code for each legal entity.

Fields	Information
Tax code parameter Description	The name and description of the tax code parameter. Tip If the tax code parameter grid is empty, use the form-level Legal entity control to select a legal entity.
Value	The value that is assigned to the selected tax code parameter. Důležité There are two ways to change the value of a tax code parameter. Click the Maintain versions button. When you do this, the date and time are stamped on new version of the tax code parameter. As a result, every change that you make creates a new version of the parameter. Change the value directly in the grid. When you do this, the date is stamped on the new version of the tax code parameter but not the time. As a result, the first change that you make in a day creates a new version of the parameter. If you change the value later in the same day, the new change overwrites the previous change without creating a new version of the parameter. Only the last change is saved in the date-effective version.

Tax code parameter

Description

The name and description of the tax code parameter.

Tip

If the tax code parameter grid is empty, use the form-level Legal entity control to select a legal entity.

Value

The value that is assigned to the selected tax code parameter.

Důležité

There are two ways to change the value of a tax code parameter.

Click the Maintain versions button.

When you do this, the date and time are stamped on new version of the tax code parameter. As a result, every change that you make creates a new version of the parameter.
Change the value directly in the grid.

When you do this, the date is stamped on the new version of the tax code parameter but not the time. As a result, the first change that you make in a day creates a new version of the parameter. If you change the value later in the same day, the new change overwrites the previous change without creating a new version of the parameter. Only the last change is saved in the date-effective version.

Worker tax codes (form) 6.2 CU7 and prior

Tasks that use this form

Form-level controls

Tax code parameter controls

See also

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