Transfer and Load 2017 Tax Calculator from WebLocker

Transcription

1 Transfer and Load 2017 Tax Calculator from WebLocker (Federal and State) Important Note! If you process Payroll on your DIS Business System, you must be on Release 14V9 or higher before running any of the Payroll End of Year Steps. If you have questions about your version level, please call the DIS Response Line. You are receiving an updated tax calculator because of Federal, state withholding and UI rate changes. The 2017 tax calculator should be loaded after you create your W2 s and have run your last payroll for 2016, but before running your first payroll of Follow the steps below to transfer and load the latest Tax Calculators from your DIS WebLocker to the AS/400 using the PC you normally do for loading Keystone monthly updates. Transfer Tax Calculator from WebLocker Log in to the DIS corporate website ( Click here to go directly to the tax calculator in the DIS WebLocker. On the screen that opens, click the DISTAX.exe green arrow to start the download process. The files will be transferred to your AS/400 via your PC. Note: The screens that appear depend on the browser you use and the version you are on. The screen shots in these instructions are from Internet Explorer. Two screen possibilities are displayed and separated by the word OR.

2 The File Download Security Warning screen opens. OR the box below appears. Click Run. The Internet Explorer Security Warning opens. OR the box below appears. If the second box appears, click Actions. The SmartScreen Filter screen opens. Click More Options. Click Run or Run anyway to continue. Page 2 of 8

3 A verification screen opens. Click Yes to transfer files to the AS/400. The WinZip Self Extractor screen opens for the files selected. Do not make changes to this screen. Any changes on this screen will cause this process to fail. Files will unzip and this window will close. s Tax Calculator changes are effective on January 1, If Federal or State taxes change for 2017, a new tax calculator must be loaded. If taxes change, DIS will notify you via that a new tax calculator has been loaded in your DIS WebLocker. Preparation Please print your current Instruction Listings. Keep this printout. You may need it to reinstate custom changes to your new calculator. How to Print Current Instruction Listings Select Accounting Payroll Payroll (Full Access). The Payroll Entrance screen opens. Click the Maintain Tables button. Page 3 of 8

4 The Maintain Payroll Tables screen opens.. Click the Instructions button The second Maintain Payroll Tables screen opens. Leave the Instruction name field blank and click the Tables List button. The Maintain Payroll Tables print screen opens. Click Yes. The field names and instructions print. Page 4 of 8

5 s for Federal and State Tax Rate Changes A dedicated system is not required. The calculators may be loaded while other jobs are running, but be sure that no Users are in Process Payroll. Loading the tax calculator once will update all divisions. s From the Keystone main menu, select Accounting Payroll Payroll (Full Access). The Payroll Entrance screen opens. Click the Maintain Tables button. The Maintain Payroll Tables screen opens. Click the button. The Maintain Payroll Tables Load Tax Calculator screen opens. Select Web Locker from the Insert the tax calculator in drop down menu. Select Federal from the table and click Enter. A message appears stating You have chosen to load the Federal Calculator. Click OK. Page 5 of 8

6 The Maintain Payroll Tables screen re-opens. Click the button. Select the calculator for the state where the dealership is located and click Enter. The message You have chosen to add the (your state) calculator appears. Select the check box labeled, Include lines in the calculator to run UI for (your state) to calculate unemployment tax for this state. Click Enter. The state calculator is loaded and a message appears stating the calculator has been loaded. Click OK. If you need to select any other state calculators, repeat these steps. After you have loaded all State tax calculators, click the UI Information button. The Maintain Payroll Tables Dealership UI Information screen opens. Select the state for which you are loading UI and click Enter. The Dealership UI Information screen opens. Review your dealership UI rate and your State UI limit, and change if necessary. Click OK. A message appears stating State UI information has been updated. Click Return. Select additional states to update, if necessary. Page 6 of 8

7 Print a New Instruction Listing Select Accounting Payroll Payroll (Full Access). The Payroll Entrance screen opens. Click the Maintain Tables button. The Maintain Payroll Tables screen opens. Click the Instructions button. The second Maintain Payroll Tables screen opens. Leave the Instruction name blank and click the Tables List button. The Maintain Payroll Tables print screen opens. Click Yes. The field names and instructions are printed. Page 7 of 8

8 The DIS Instruction Listings, including the driver, TAXES, and Field Names may have been modified specifically for your Dealership in the past. If you are unsure of how to re-establish those modifications, call the DIS Response Line for help. Example: You have multiple UI rates or multiple divisions that require special changes to basic tax calculator instructions. Things to Consider After Loading State Tax Calculators 1. Do you have special local taxes that will need to be re-instated? 2. Have local rates changed? (Example would be the TAX.FACTOR field for Maryland). Page 8 of 8