1. In the Payroll menu, click Maintenance By Calendar Year.

2. Select the working Year from the pull-down for which changes are to be made or data is to be reviewed.

3. Click the Tax Tables tab to set up taxes, which is  based on Payroll > Deduction > Taxes tab.

4. Select the type of Tax from the pull-down, such as Federal Withholding.

5. Select the Frequency to determine how often taxes are to be deducted from employees' pay.

6. Select the Marital Status for which taxes to be reviewed or set up.

7. Enter the Starting Wage Base and Max Wage Base, if applicable.

The Starting Wage Base is a minimum amount of money made by the employee that must be met in order to be taxed for select tax deductions. For example, employees will not be taxed unless they make at least $120,000.

The Max Wage Base is an amount of money made the employee that determines that the employee no longer should be taxed for select tax deductions. For example, employees will be taxed until they start making $90,000; once they reach that max amount, they no longer have to pay the select tax.

8. Enter Each Withholding Allowance amount to determine the exemption that reduces how much income tax the district deducts from the employees' paychecks.

9. Enter the Over amount, the Base Tax, and the Precent. If the employee makes Over the specified amount, the base tax or the percentage entered will be deducted from their pay.

1. In the Payroll menu, click Maintenance By Calendar Year.

2. Select the working Year from the pull-down for which changes are to be made or data is to be reviewed.

3. Click the Publication 1494 tab.

Review the following sections: Single, Married Filing Joint, Head of Household, Married Filing Separate sections, which contains Pay Period, 0, 1, 2, 3, 4, 5, More, and Plus. The Additional Exempt Amount for Taxpayers section displays the Filing Status, number of Dependents, Daily amount, Weekly amount, Biweekly amount, Semi-monthly amount, and the Monthly amount.

4. You can edit any of the fields, as needed. Changes save automatically.

5. Click Copy to Next Year to copy all withholding tables from the current calendar year to the next year. After copying, you can make edits for the new year as needed.

1. In the Payroll menu, click Maintenance By Calendar Year.

2. Select the working Year from the pull-down for which changes are to be made or data is to be reviewed.

3. Click the Retirement Deferral Limits tab to set a limit on how much you can defer (limit); i.e., to set retirement deferral limit.

4. Click Copy Previous Year Limits to quickly copy retirement deferral limits from the previous year into the current calendar year. Clicking the button automatically populates the fields with the previous year's limits, saving time and ensuring consistency when setting up limits for the new year.

5. To manually add information, start by selecting the Plan Type from the pull-down, such as 401(k) Roth, for which a limit is to be set.

6. Select the age group for which limitations should be set for the selected plan type from the Under Age pull-down. The available options are Under Age 50, between 50 and 59, between 60 and 63, and Over 63.

7. Enter the contribution Limit in the provided text box.

8. Press the Enter/Return key to save the contribution limit.

To edit data, click the pull-down and change the selection made or click the text box to edit the Limit.

1. In the Payroll menu, click Maintenance By Calendar Year.

2. Select the working Year from the pull-down for which changes are to be made or data is to be reviewed.

3. Click the Min Wage tab.

4. Select State or Federal from the corresponding pull-down:

• State applies the minimum wage for the selected state.
• Federal applies the federal minimum wage.

5. Enter the Hourly Rate in the provided text box.

• Input the minimum hourly rate in the provided text box.
• This rate will be applied during payroll calculations to ensure compliance.

6. Press the Enter/Return key to save the line of data.

See Additional Features for more details on Filtering, Page Size, etc.