Managing PR Routines
The PR Routines form is for managing federal and state tax withholding and payroll calculations. These routines are maintained by Trimble and are updated through tax updates, ensuring compliance with the latest tax regulations.
Before you start
- Ensure you have access to the PR Routines form.
- Verify that tax updates have been pushed out by Trimble.
Steps
- Open thePR Routinesform.
- Review the list of federal and state tax withholding or tax-related payroll calculations.
- Check the procedure name to determine when the process was last updated.
- Whenever tax updates are pushed out, open this form.
- ClickFileand selectInitializeto update the database with the latest tax routines.
Notes
- If the procedure name includes a year (e.g., '22'), it indicates the routine has not been updated in a few years, which may affect compliance.