Tax Packages

Use Tax Packages to determine the specific Tax Items that you deduct from each employee's pay (or that the employer pays).

HINT-- The Goldenseal payroll software already includes Tax Packages for all US states and Canadian provinces.  You can easily import them into your company file.

       Entering Tax Packages | Data Fields | How Many Tax Packages do you need?
       Payroll Basics | Payroll Setup | Using Lists | Using Tax Packages

       Payroll Software | Payroll Accounting Software

       Benefit Items | Benefit Packages | Employee Accounts | Payroll Records | Tax Items
       Vacation Items | Vacation Packages | Wage Schedules | Writing Payroll

Entering Tax Packages

To enter a Tax Package, follow these steps:

  1. Choose Payroll Setup from the Costs menu, then choose Tax Packages from the submenu.
  2. Click the New button, or click on an existing item and click the Edit button.
  3. Select the items to include in the tax package.

Data Fields

The Tax Package shows a list of  Tax Items.  Click on the checkmark for each item that you want to include in this package.
HINT-- Click the Edit Tax Items button to enter new Tax items, or change the ones you already have.

Enter the following information for each Tax Package:

Name-- Type in a brief name for this tax package. This is the text that will appear in clairvoyant fields.
Description-- Type in any comments you'd like to make about this item.
Tax Table-- Select each tax item that is included in this tax package. Click on the checkmark to add or remove an item from the package.

How Many Tax Packages do you need?

For most states you'll only need one Tax Package, as long as you always deduct the same taxes (and pay the same employer taxes) for all employees.

The following states require multiple Tax Packages to handle different withholding rates for marital status, city payroll taxes, county payroll taxes or other conditions:
        Alabama, Arizona, Connecticut, Delaware, Indiana, Maryland, Michigan, New Jersey, New York, North Carolina, South Carolina.

Here are examples of some other times when you may need to set up additional Tax Packages:

  • When you have employees in multiple states.
  • When you have some employees who get the federal Earned Income Credit (EIC).
  • When you deduct union dues from just some employees.

Using Tax Packages

Assign tax packages to each employee in the Employee Account. You can also assign them as part of a Wage Schedule if an employee pays two different sets of withholding taxes.