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System Defaults

Configure default tax settings that apply to all new clients in ProPay.

Automatically Updated Rates

Paysoft updates these rates annually. You cannot change them:

  • FICA rate
  • FUTA rate
  • Medicare rate

Default Tax State

Set your default state for new clients.

  1. Go to Client Functions > Setup > System Setup.
  2. Enter your home state in Default Tax State.

All new clients will default to this state.

Default Localities

Set default local jurisdictions for areas with local payroll taxes.

  1. Go to Client Functions > Setup > System Setup.
  2. Select a locality from the dropdown for Default Locality 1.
  3. Select a locality from the dropdown for Default Locality 2 (if applicable).

These localities apply as defaults for all new clients.

Add a New Locality

If your locality isn't in the list:

  1. Go to Client Functions > Setup > System Setup.
  2. Select Local Tax Tables Setup.
  3. Add the new locality.
  4. Return to System Setup to select it as a default.

Troubleshooting

Rates not updating

If tax rates aren't updating:

  1. Download the latest version of ProPay.
  2. Check your internet connection.
  3. Verify you have permissions to modify settings.
  4. Contact support if problems continue.

Locality not available

If you can't find a locality:

  1. Verify you've added it in Local Tax Tables Setup.
  2. Check the spelling of the locality name.
  3. Refresh the dropdown list.
  4. Contact support if the locality should be standard.

Related Topics

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