Supplier: Tax Tab

Taxes for the staffing supplier are configured within the Tax tab of Admin Tools. Additional tax information can be viewed here, such as the federal and state unemployment limits.

• Tabs available for Suppliers
• Adding a Supplier property
• Certificate of Non-Residency

Tax Rate Tab

By default, Avionté provides the Federal Unemployment Tax (FUTA) tax rates. For other tax rates, such as state unemployment insurance (SUI), your site will need to enter those that are applicable.

Add a New Tax Rate

1. To enter a new tax rate, click the Add New button on the Tax Rate tab.

2. In the Tax Rate Details group box (lower-left corner of the window), set the fields (Tax Name, Tax Percentage, Start/End Date).

   
3. Click Save once the fields are complete. The tax is displayed in the upper grid.
4. The taxes that appear in the grid can be filtered by using the Filter By drop-down menu in the upper-right corner of the window.

Recalculate Tax Amount

When tax rates are changed, some current pay-period taxes may have already been accrued according to the previous rate. The Recalculate Tax Amounts feature recalculates the selected tax on all checks within posted Payroll batches containing a Check Date within the selected tax's date range.

Tax Sub-Tabs

Tax EIN Tab

The Employer Identification Number (EIN) is the state account ID for filing taxes and is assigned to your company from the state or states in which you do business. Your site will need to configure taxes to include EINs for each of the SUI and state withholding taxes that apply.

1. In Admin Tools' Employer Tax option, click the Tax EIN tab.
2. From the list of taxes, select the tax that applies.
3. In the EIN field found in the Tax EIN Details group box, enter your company's account number.

4. Click Save.

   
5. Repeat these steps for all taxes that are applicable to your site.

Resolving EIN Errors & Setting Up State Withholding

When processing taxes in Avionté, you may encounter errors related to missing or incorrect EINs or state withholding setups. These issues can disrupt end-of-quarter tax processing or payroll feeds. Below is a comprehensive guide to resolving these issues.

Resolving EIN Errors

1. Access Admin Tools: From the Start Page, navigate to Actions > Admin Tools.
2. Select Employer: In the left panel, click on Employer and double-click your supplier.
3. Open Tax Tab: Go to the Tax tab and then the Tax EIN sub-tab.
4. Enter EINs: Add valid EIN numbers for every state where your business operates. For states where you do not operate, enter "0". If you are unsure of the correct EINs, consult a tax expert.
5. Save Changes: Save your updates after each addition.
6. Restart Avionté: Close all pop-ups, click the main Avionté logo, and select Restart.
7. Regenerate Feed and XML: Generate the payroll feed and XML to ensure the changes are applied.

Adding State Withholding and EINs

If you need to add a missing state withholding (e.g., for a new state where your business has tax liability), follow these steps:

1. Add Locality: Go to Admin Tools > Employer > Locality and add the required state or locality.
2. Update EIN: Navigate to Admin Tools > Employer > Tax > Tax EIN to create or update the EIN record for the new state.
3. Generate Payroll Feed: Go to Weekly Process and generate the payroll feed and XML. For the quarter, select the one when the tax liability for the state began.
4. Confirm EIN Details: Return to Admin Tools and verify that the EIN details are correctly added and recognized in the system.

Common Troubleshooting Tips

• Always double-check EIN numbers for accuracy to avoid recurring errors.
• Ensure that all state/locality information is correctly configured in the Locality section.
• Restarting Avionté after making changes ensures that updates are applied system-wide.
• Consult a tax expert if you are unsure about EINs or state withholding requirements.

By following these steps, you can resolve EIN errors and set up state withholding effectively, ensuring smooth tax processing in Avionté.

Tax Staffing Supplier Tab

The Tax Staffing Supplier tab is used by Avionté to define the specific calculation method procedures used for calculating taxes. If any changes are required, Avionté performs the updates on this tab.

Tax Master Tab

The Tax Master tab displays a current master list of all taxes in Avionté. The list includes the Is Active checkbox, which indicates whether that tax is active on the General Ledger. You can also change the Display Name for a tax in the lower portion of the screen by entering the name and clicking Save.

Local IDs Tab

The Local IDs sub-tab will display all PSD codes, and allow you to enter HABIDs for each as needed.