Miscellaneous Tax

The Miscellaneous Tax wizard is for taxes that are often from the state or county.

Access Miscellaneous Tax

To access from the Button Bar, go to Data Setup > Misc Tax

Setup New Miscellaneous Tax

For this example, we'll be using the 2022 California State Disability Insurance Miscellaneous Tax.

  1. Description and Dates

    Enter a description and abbreviation, as well as a start date. End dates can be left blank to continue indefinitely.

  2. Hours Based

    Enter the Tax Rate or Amount per Hour Worked. If the tax is split between employee and employer, enter that percentage.

  3. Tax Limit

    Enter limitations either based on the maximum tax amount or wage cap.

  4. Other Selections

    Designate the W2 box, if any, where this should be included and whether or not a housing allowance is subject to the tax.

  5. Confirmation

    The last screen of the wizard will summarize the new Miscellaneous Tax. Click Finish.