Managing Tax Annotations

Accessing the Tax Annotations Page

1. Log in to XandaPay and navigate to the Payroll module.
2. Under Tax, click on Annotations.
3. You will see a list of existing annotations for employees, showing the Year, Month, Annotation Amount, and Void Status.

Adding a New Tax Annotation

1. Click on New Tax Annotations.
2. In the popup form:
   • Select Employee: Choose the employee to apply the annotation to.
   • Select Year: Pick the tax year for the annotation.
   • Select Month: Choose the relevant month for the adjustment.
   • Enter Annotation: Input the description (e.g., 5 Vacation Days or 1 Sick Day).
   • (Optional) Check "Void" if the annotation is no longer valid.
3. Click Save to apply the annotation.

Editing an Existing Tax Annotation

1. Locate the annotation in the list and click on the employee’s name.
2. In the Tax Annotation dialog:
   • Update the Employee, Year, Month, or Annotation Amount as needed.
   • To void the annotation, check the Void box.
3. Click Save to update the record.

Deleting a Tax Annotation

1. Open an annotation by clicking on an employee’s name.
2. Click Delete and confirm the action.

⚠ Warning: Deleting tax annotations is a permanent action and cannot be undone.

Important Notes

• Voided annotations will not impact tax remittance reports.
• Ensure the correct month and year are selected, as incorrect entries could affect tax filings.

By following these steps, you can effectively manage employee tax annotations within XandaPay. 🚀