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Load and Save Tax Information

In Ledger/Payroll 10.0A and above, federal and state tax tables are automatically loaded, so you only need to run this process if you have local tax tables.

PDS does not automatically update local tax information, but you may be able to download the local tax tables from your local government's website.

  1. Download the latest tax information.
  2. On the Payroll tab, click Tax Setup > Local Tax.
  3. In the navigation pane, click Load Tax Info.
  4. Read the dialog box and click Yes to confirm.
  5. Read the dialog box and click Yes to create a backup, or No to proceed without making a backup.
  6. Locate and select the file you downloaded, and click Open.
  7. To save your current tax information to a disk, click Save Tax Info at any time.