Default tax region (form) 6.2 CU7 and prior
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 Default tax region.
Tax regions are geographic areas in which a specific set of payroll taxes applies. Tax regions generally correspond to the cities or towns where your workers reside or work. A worker tax region is a tax region that has been assigned to a specific worker. A default tax region is a worker tax region that is used to generate earnings for a specific position that worker holds.
A default tax region is required for each position that a worker holds. The default tax region is used to generate earnings for a worker’s position. Therefore, if you do not assign a default tax region to the worker’s position, earnings cannot be generated for the position. To pay the worker, you would have to enter the earnings manually, and manually enter the tax region on each earning statement line.
If a worker’s position sometimes requires one tax region, and sometimes another, you must, nevertheless, select a single default tax region for the position. If necessary, you can change the tax region on individual earning statement lines after you generate earnings for the position.
Poznámka
Although the default tax region is used to generate earnings for a position, it is assigned to the worker who holds the position, and not to the position itself. If the position is later reassigned to a different worker, a default tax region will have to be assigned to that new worker for the position. The default tax region is not reassigned to the new worker when the position is reassigned.
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
Controls
Buttons |
Information |
|---|---|
New Delete |
Assign a tax region as the default tax region for a position that this worker holds, or delete a default tax region. Poznámka Changes to the default tax region take effect immediately. |
Grid headings |
Information |
|---|---|
Position |
The positions that are assigned to the worker. One default tax region must be specified for each position that is assigned to the worker. |
Tax region |
The worker tax region that is used by default when earnings are generated for selected worker and position. Poznámka If the worker tax region that should be specified for the position is not included in the list, close this form and use the Worker tax region form to assign the tax region to this worker, and then return to this form to assign the default tax region. |
Back to top
See also
Tax regions (form) 6.2 CU7 and prior
Worker tax region (form) 6.2 CU7 and prior
Employer tax regions (form) 6.2 CU7 and prior
Worker and position payroll tasks
Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).