Employee Defaults Summary View

Select the defaults to use on all new employees. Default settings can be established by company, organization or location.

From the Withholding & Taxes Screen:

1. Click the Moreicon at the top right of the screen.

2. Select New Employee Default Summary View.

3. Complete the applicable fields.

4. Click SAVE or SAVE & NEXT.

When employee tax defaults are set up at the company level, regulations (taxes and disabilities) are automatically added to each new employee during the employee add process.  As a user, you can change the settings for an employee if they are different than the defaults.

When employee default regulations are added at the company level, they are only applied to new employees, not to current employees already set up.

On every client, the application uses the company’s legal address to set up state income and unemployment regulations. These regulations are also set up for the company defaults.  

On a multi-state client, you should either:

• set up locations and select defaults by location for state income and unemployment
  
  or

• remove the state defaults if they are not correct for more than 80% of new employees.

When you add an employee and no state defaults are set up:

• State Income Tax is set up based on the employee’s address. If the employee address is missing, state income tax is based on the company’s legal address.

• For State Unemployment, select the unemployment state to ensure the employee is taxed correctly.