Import Tax Tables (annual procedure)
This article shows how to import the Tax Definition file for US or NO payroll customers.
Introduction
Every year the US and NO tax rates are updated, to maintain the correct calculations in Adonis, when a new payroll year is opened, a new Tax Definition file must be imported to the system.
Though, the new rates sometimes are published late in the year and there is not enough time to study the changes and prepare the Tax Definition file with updates, to keep the calculations running in Adonis the Tax Definition file still has to be updated and imported to the system.
After the new rates are published, Adonis will take time to study the changes and create a new Tax Definition file.
How to identify that an import of the new file is needed.
After the year is closed and you do a calculation of the first period in the new year, the system shows a message that Payroll recalculation may be incomplete! Check log file for more information.
How to check log file.
This article explains how to activate the log: https://adonishr.atlassian.net/wiki/spaces/KB/pages/3221586648
In the log file you see a message that Tax def file for YEAR not found (US)! Please import tax definition file.
Importing Tax Definition file
When the new Tax Definition file is ready, it is published here.
Step-by-step guide:
Open Payroll > Tax Def File > Import
Select the file on your computer and import.
Work-round to be used when the tax def file is not ready
While the new rates are not published or the Tax Definition file for the new year is not prepared yet, you can yourself update the Tax Definition file to be able to calculate the new year payroll until the new file is ready.
Step-by-step guide:
Open Payroll > Tax Def File > Export
Select the previous year and export the file to your computer.
Update the year in the file name
And import it back using the steps described above for import.
Replication concerns
Update 05/01/2020
At the moment the are no replication tasks for the table where the Tax Definition file is stored. The file has to be imported on every site separately. Development is working to improve this in the future.