How to edit employee wage and tax history in Tax Summary
Summary
How to edit employee wage and tax history including taxable and capped wages in Sage 100 Payroll 2.0, versions 2018 or newer.
Cause
The new payroll program for Sage 100 2018 and newer allows for editing of the wage history in Tax Summary just like the prior “legacy” versions of the payroll program.
Most of the payroll reports and efiling forms in the new payroll will pull data from Tax Summary records. For this reason it’s critical that any edits to Tax Summary history are done carefully and to align payroll data with the actual payroll entries and disbursements made during the year. Most commonly the Tax Summary may require editing after a payroll conversion from a legacy version.
*Capped wages are hidden by default and must be unhid before editing of these amounts can be done.*
Resolution
CAUTION: Use caution when working with the below product functionality. Always create a backup of your data before proceeding with advanced solutions. If necessary, seek the assistance of a qualified Sage business partner, network administrator, or Sage customer support analyst.
2. Select the Tax Group to edit, then go to ‘More’ button and select ‘Detail’:
3. Push additional drill-down button on the right to access the complete wage history by entry:
4. Select the category of payroll history to edit using radio buttons at upper right. Unhide capped wages and open fields for editing using the buttons on the right:
5. Any amounts in the Employee or Employer Other columns require additional drill-down records in order to track details of the specific local or other tax, and can be accessed using the drill-down buttons in those columns. If no drill-down records exist then the Missing Other/Local Taxes Utility can be run to create these records prior to editing them. Go to Payroll, Utilities, Payroll Status Check and then select the Missing Other utility from the drop-down menu at top, then push Run. The utility will review records and present a window highlighting any employees with missing Other/Local Tax drill down records. Double-click to review a specific employee, then push ‘Create All’ button in lower left or double-click on an individual line to create the individual record for that tax item/date.
