1
2
Go to the Tables > Pay Dates page to verify the following information is correct for each 2017 pay date:






School Year
Pay Date
Begin Date
End Date
TRS Month TWC Quarter
3
Go to www.esc18.net. Select Services > TxEIS > Business > Resources. Under Human Resources, select 2017 Tax Tables and then select the option to save the tables to your computer desktop or other location.
4
1. Find the tax table file you downloaded from www.esc18.net in the previous step.
2. Right click on the file and select the option to Extract All.
3. Click Browse to select a folder on your computer to which you would like to save the files.
4. Click Extract. 5
Go to Utilities > Install Salary/Tax Tables to import the exemption table.
1.
2.
3.
4.
Select Fed. Income Exempt.
Browse to find the Exemption file to be imported.
Click Execute.
Click Process at the top of the preview report.
6
To verify the exemption rates imported correctly, go to Tables > Tax/Deductions > Exemptions.
1. Enter Calendar Year 2017 and then click Retrieve. 2. Verify the Amount of Allowance for each pay frequency used by your district.
7
Go to Utilities > Install Salary/Tax Tables to import the income tax tables.
1.
2.
3.
4.
Select Fed. Income Tax.
Browse to find the Income Tax file to be imported.
Click Execute.
Click Process at the top of the preview report.
8
To verify the income tax tables imported correctly, go to Tables > Tax/Deductions > Income Tax.
1. Enter Calendar Year 2017 and then click Retrieve. 2. Verify the amounts and percent for each marital status AND each pay frequency used by your district.
9
Go to Utilities > Install Salary/Tax Tables to import the FICA rates.
1.
2.
3.
4.
Select FICA Tax Rates.
Browse to find the FICA file to be imported.
Click Execute.
Click Process at the top of the preview report.
10
To verify the FICA rates imported correctly, go to Tables > Tax/Deductions > FICA Tax.
1. Enter Calendar Year 2017 and then click Retrieve. 2. Verify the new rates and amounts.
11
Go to Tables > Tax/Deductions > Unemployment to update unemployment information.
1. In the Employer Type field, select one of the following:
 R ‐ Reimbursable
A reimbursable employer:
 pays into the state unemployment fund, in lieu of taxes, an amount equal to the amount of benefits paid to former employees for service while employed by the employer.
 reports wages for employees and is billed quarterly for the amount of regular benefits and 50% of the extended benefits paid to former employees during the prior quarter.
 makes no tax payments but is subject to the same penalties for failure to file reports and/or make payments on time.
 T ‐ Taxable
A taxable employer:
 pays a tax assessed by the TWC based on taxable wages paid during a quarter, multiplied by the effective tax rate of the employer.
12
 reports total amount of gross wages and total amount of taxable wages paid, and provides employee wage list with all employee names/social security numbers/total gross wage paid quarterly.
 pays tax quarterly.
2. Input the Unemployment Rate. Required if employer type is taxable.
3. Input the Maximum Gross Salary. Required if employer type is taxable.
NOTE: The information in the table is obtained from the Texas Workforce Commission or the district’s unemployment insurance carrier.
12
Go to Tables > Tax/Deductions > 457 Def Comp tab to update the 457 rates.
1. Enter Calendar Year 2017 and then click Retrieve.
2. Enter the employee and employer rate.
3. Click Save.
13
Go to Tables > District HR Options to update the Supplemental Tax Rate. For information on supplemental wages, refer to Publication 15 (Circular E), Employer’s Tax Guide section 7. 14
Go to the Payroll Processing > Run Payroll page to verify the payroll information at the top of the Run Payroll screen.  It is important that the Pay Date, as well as the Begin and End Dates, reflect the new calendar year.  Also verify the TRS month and TWC Quarter are correct. If 2017 tax tables have not been set up an error message will be generated during payroll calculations.
15
After the first payroll is processed, go to Reports > HR Reports > Year To Date Reports and run the HRS3000 – Calendar Year To Date Report to verify the year‐to‐date information only consists of the first payroll of the 2017 calendar year.
16
17