Filter Employee Payroll Tax Information

Employees might work in jurisdictions that have a large number of tax authorities associated with them. It can be time consuming for you to search for a tax authority to which you can add or edit parameters, or to ensure that the proper tax authorities are associated with an employee.

You can use a filter to more effectively view and manage tax authorities that are associated with an employee.

To filter employee tax definitions:

1. Go to People, open the employee profile, and click Payroll > Tax Definitions.
2. In the Employee Payroll Tax section, click Filter.
3. You can filter based on any combination of the following criteria:
   • Tax Type: Display any combination of Federal, Provincial, State, County, or City taxes.
   • Show Only: Display only taxes paid by the employer or only taxes paid by the employee.
   • Legal Entity: If the employee works for an organization that has multiple legal entities associated with it, an administrator can select one or more specific legal entities.
   • Description: The description of a tax authority.
   • Work Sites: Display the work sites.
4. When you have selected the criteria that you want to use, click Apply Filter.
5. For example, to view only the Medicare taxes, you can type medicare in the Description field. You can also use multiple criteria to filter tax authorities.