Assigning payroll calculations to tax descriptions

When Sage 100 Contractor queries your company data for filling in the values in an Aatrix report, it looks for a one-to-one relationship between tax descriptions and Sage 100 Contractor payroll calculations. If you have multiple payroll calculations for state unemployment insurance or state disability insurance, then query process cannot determine to which tax description it belongs. You use the Payroll Calculation Assignments grid to assign a description to a the appropriate Sage 100 Contractor payroll calculation.

The program provides access to the Payroll Calculation Assignments window in two ways:

Click Options > Payroll Calculation Assignments. The program displays the Payroll Calculation Assignments window with all states for which you have payroll calculations, and the tax descriptions with no payroll calculations assigned. Make your assignments, then click Close.
With a state selected, click Run Report. The program displays the Payroll Calculation Assignments window with the state for which you have tax descriptions with no payroll calculations assigned. Make your assignments, then click Continue to continue running the report.

The window’s three columns display the following:

State.The state you selected on the 5-4-2-State Forms and eFiling by Aatrix window.
Tax Description.The state tax description used in the Aatrix form that needs an assigned payroll calculation.
Payroll Calculation.When you click the drop-down arrow, the program displays a list with choices of <<unassigned>> and the names of at least two more payroll calculations. You must assign one of them to the tax description.

For example, let’s suppose that you are filling out the DE- 6 Report for California. When you run the report, and the query discovers that two state unemployment calculations. The query cannot determine to which tax description it should be assigned. At that point, the program displays the Payroll Calculation Assignments window. You need to make the assignment. In the grid, you click the drop-down arrow under the Payroll Calculations column to see this view:

State	Tax Description	State
CA	Employment Training Tax	<<unassigned>> 1047—CA State Unemployment 2003—CA—Employment Training

The next step here would be to select 2003—CA—Employment Training, and then click the Continue button, so that the program can complete the query and fill in the report form with your company data.

Note: If you need to change the assignment, click Options > Payroll Calculation Assignments. Locate for the payroll calculation you need to change, click <<unassigned>> to clear the selection, and then click Save to close the window. Then click Options > Payroll Calculation Assignments again. Locate for the payroll calculation you need to change, assign it to the description, and then click Save to close the window.

To assign payroll calculations to tax descriptions:

On the Payroll Calculation Assignments window under the Payroll Calculation column, click the drop-down arrow.
From the list of Sage 100 Contractor payroll calculations, select one.
Click Continue to run the report, or click Sage to save your assignments.