Which date does this import scenario use?
I get Hi @albalma The Leads wont get assigned automatically. One has to run Assign Leads (CR503010) to assign the Leads as per default Assignment map set on Customer management preferences screen (CR101000) Here is our help documentation which may help: https://help-2021r2.acumatica.com/(W(2))/Help?ScreenId=ShowWiki&pageid=0de8af13-9f4a-459c-aed1-6ff22e00cd5f Regards, Thank you for your response! You’re saying then that my map is correctly configured, right? No logic errors?
Welcome to the Payroll Community. Acumatica uses the “Preferences, Work Location” to pull in applicable tax entities and jurisdictions. After the work location is established. you can run the process in “Preferences, Tax Maintenance” to load the tax entities for that location. I suspect the location you have setup for your company location is in a different county? Keep in mind the work location is assigned to the payroll employee record. In my example i setup a quick location with address info in the required county. With this step complete, I can now run the tax maintenance process to pull in tax entities/jurisdictions. You can see in my example it LaGrange County Tax shows up: At this point you will need to configure jurisdiction details by selecting the line and clicking the “View Tax Details”. If you are still experiencing issues with your configuration please reach out to your business partner as they should be able to assist you sorting this out. They can also open a c
Correct, LaGrange was not selected, awesome, thank you Mike!
It now calculates 39.98 but my payroll company only calculates 33.92 in that tax, probably an old table?
Well, our payroll company must not be doing the taxes well because my calculation is 1.65% of the Gross Salary, which would be the right rate for that county in Indiana. Theirs is more like 1.2 to 1.3 depending on the base you use, so outdated tables or something. Thank you very much Mike, I really appreciate it!
One more, so thank you Mike or anyone who can answer this: I have a Washington Cares withholding for Washington State and it’s nowhere evident in Acumatica, is there something I need to do to get it to appear or is this a deduction I need to set up myself? Thank you!
Hello, yes, but it's more of a workaround than a fix. A fix is possible, but it requires closing all balanced entries for the initial year. Some other adjustments may be needed and when everything is right, then it works well. It's important to keep in mind that these entries only create a journal entry to make all balances the ones we wanted. It is possible to do this with a JE, but then it's slightly harder to make everything match. What I did was copy the JE that's created by the system and make a new one, then fix the balances so they're actually balanced. That worked, but without closing all balanced entries there will be issues later on. Hope this helps, Al
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