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Federal Tax ​

The Filing Status and Tax Bracket sections within the Payroll module of the HRMS system allow HR professionals to manage tax-related configurations efficiently. These sections provide features to create, view, edit, and delete filing statuses and tax brackets, ensuring that all tax-related details are organized and accessible.

Accessing the Filing Status Section ​

  1. On the left side menu, click on Payroll.
  2. Select Filing Status from the dropdown list.

The Filing Status page displays a list of all filing statuses in a table format.

Working with the Filing Status Table ​

The Filing Status table provides a detailed view of all defined filing statuses, with columns for:

  • Tax Rate: The percentage of tax applied.
  • Min. Income: The minimum income range for this tax rate.
  • Max. Income: The maximum income range for this tax rate.

Actions: ​

  • Create: To create a new tax bracket for the selected filing status.
  • Update: To edit an existing tax bracket.
  • Delete: To remove an existing tax bracket.

Creating a New Filing Status ​

  1. Click on the + Create button next to the search bar at the top-right corner of the Filing Status page.
  2. Fill in the filing status details:
    • Filing status: Name of the filing status.
    • Based on: Choose the income basis (e.g., Taxable Gross Pay).
    • Python Code: Checkbox to indicate whether a custom Python script is applied.
    • Description: Optional description of the filing status.
  3. Save the filing status by clicking the Save button.

Deleting Filing Statuses ​

To Delete a Filing Status:

  1. Click the Delete icon next to the filing status in the Actions column.
  2. Confirm the deletion.

Accessing the Tax Bracket Actions Menu ​

Navigate to Payroll:

  1. On the left side menu, click on Payroll.
  2. Select Filing Status from the dropdown list.

Opening the Actions Menu: ​

  1. On the Filing Status page, click the Actions button next to the filing status to open a dropdown menu.

Actions Menu Options ​

The Actions menu provides features related to the tax brackets within a filing status:

Creating a New Tax Bracket: ​

  1. Click on the Create button inside the Actions dropdown for the relevant filing status.
  2. Fill in the tax bracket details:
    • Min. Income: The lower limit of the income range.
    • Max. Income: The upper limit of the income range.
    • Tax Rate: The tax percentage to be applied.
  3. Save the tax bracket by clicking the Save button.

Updating a Tax Bracket: ​

  1. Click on the Update button inside the Actions dropdown for the relevant filing status.
  2. Modify the required fields for the selected tax bracket.
  3. Save the changes by clicking the Save button.

Deleting a Tax Bracket: ​

  1. Click the Delete icon next to the tax bracket in the Actions column.
  2. Confirm the deletion.