Calculate Income Taxes as Period-to-Date for the US

By default, the payroll process taxes multiple regular payroll runs in the same period as if they're individual payments. However, you can opt to tax them as if they're paid as one payment.

This applies to both federal (FIT) and state income taxes (SIT).

To configure this:

1. From your implementation project, open the appropriate organization calculation card for editing.

   • For the payroll statuary unit (PSU) card, use the Legal Entity Calculation Cards task.

   • For the tax reporting unit (TRU) card, use the Legal Reporting Unit Calculation Cards task.

     Settings on this card override settings on the PSU organization card.

2. Select the Federal Income Tax calculation component.

3. In Calculation Component Details, expand Federal Income Tax Organization Information.

4. Select Yes for Enable Period-to-Date Tax Calculation.

5. Click Save and Close.