Tax Definition Notes

The Notes slide-out panel in the Payroll > Tax Definitions screen of the People feature allows payroll administrators to view, add, edit, or delete notes that are associated with an employee's taxes. The process of associating a note in the Tax Definitions screen works the same as in the Notes panel of the Overview screen in People. See Employee Notes in the HR Administration Guide.

Note: Notes captured in the Overview and Tax Definitions screens are feature-specific. That is, if you post a note in the Tax Definitions screen, it will not be visible in the Overview screen and vice versa.

To associate a note with an employee's taxes:

1. Go to People, open the employee profile, and click Payroll > Tax Definitions.
2. Click Notes at the top of the Tax Definitions screen. The Notes slide-out panel opens.
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3. Click in the Write a note text box to see the note fields.
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4. (Optional) In the Comment field, click the upload files icon to attach files to the note. See Add Attachments to Employee Notes in the HR Administration Guide.
5. Enter supporting information associated with the employee's taxes in the following fields:
   • Title: Include the tax definition name as part of the title so that you can use it as keyword filter criteria in the future to identify all notes associated with a specific tax definition.
   • Comment: Enter your notes about the tax definition.
   • Associated Date: Indicate the date that you want to use as filter criteria to identify notes. Doing so identifies notes that are effective at a given point in time or associated with a specific effective period.
6. Click Post to add the note to the employee's tax definitions.