Configuring PR Federal Info

The PR Federal Info form is for linking federal tax categories with specific deduction and liability codes. This setup is typically performed during the initial implementation and ensures compliance with federal tax regulations.

Before you start

• Initial implementation of the payroll module.
• Understanding of federal tax categories and corresponding deduction and liability codes.

Steps

1. Access thePR Federal Infoform from the payroll module.
2. Review the main federal categories and ensure they are correctly linked to your specific deduction and liability codes.
3. Navigate to the additional federal-based deduction liability tab.
4. Assign a 401k match liability code if applicable, ensuring it triggers calculations only for employees with corresponding 401k deductions.

Notes

• Adjustments to this form should only be made if there are changes in federal law.
• Incorrect setup can lead to compliance issues with federal tax regulations.