Forms Used to Set Up Organizational Tax Information

Form Name

FormID

Navigation

Usage

Work With Company Options

W05001CH

HRM Setup (G05B4), Company Options

Access company options.

Company Options

W05001CA

On the Work With Company Options form, select a company and click Select.

Select a company.

Work With Non Calendar Tax Fiscal Date Patterns

W07900A

To add a new date pattern, on the Company Options form, select Non Calendar Tax from the Form menu.

To copy an existing date pattern, select the existing pattern that you want to copy, and then click Copy.

Access the form to set up a new fiscal date pattern, or select an existing fiscal date pattern to copy.

Non Calendar Tax Fiscal Patterns Revisions

W07900B

On the Work With Non Calendar Tax Fiscal Date Patterns form, to add a new fiscal date pattern, click Add.

Set up tax fiscal date patterns.

Work With Aus/NZ Tax Parameters

W75A0001A

Australia/New Payroll Setup (G07BUSP41), Tax Calculation Parameters

Access the tax calculation parameters forms.

Australian/New Zealand Tax Parameter Revisions

W75A0001B

On the Work With Aus/NZ Tax Parameters form, click Add.

Set up tax calculation parameters.

Work With Tax Rules

W75A0004A

Australia/New Payroll Setup (G07BUSP41), Tax Calculation Rules

Access the tax rules forms.

Tax Rule Revisions

W75A0004B

On the Work With Tax Rules form, click Add.

Set up tax calculation rules.

Work With PDBAs

W059116A

Pay/Deductions/Benefits Setup (G05BD4), PDBA Setup

Select a PDBA to which you want to add tax information. You can select the PDBA either from the list of all PDBAs, or only the active PDBAs which have an effective ending date not prior to the current date.

Tax Instructions - Australia and New Zealand

W75ATAXB

On the Work With PDBAs form, select a record in the detail area and then select Tax Exemptions from the Row menu.

Set up tax information for PDBAs.

Work With Tax Options

W75A0002B

Australia/New Payroll Setup (G07BUSP41), Tax Calculation Options

Access the Australian Tax Options form.

Australian Tax Options

W75A0002A

On the Work With Tax Options form, click Add.

The user's country code must be set to Australia to access the Australian Tax Options form.

Set up tax calculation options for Australia.

New Zealand Tax Options

W75A0002C

On the Work With Tax Options form, click Add.

The user's country code must be set to New Zealand to access the New Zealand Tax Options form.

Set up tax calculation options for New Zealand.