Payroll Create-a-Chart

Create a Chart allows you to quickly create a chart that provides pertinent customer tax information in one convenient table, with links to the controlling authority and links to detailed explanations. To create a new chart:

  1. Click the Tools tab. 
  1. Select Create-a-Chart from the left menu and then click Payroll Tax.
  1. Select the Chart Type(s) from list by selecting the check boxes for each type you want to use. Click the + icon to expand a chart category and view. You can click Expand All to expand all of the chart categories and display all chart types. Collapse All will collapse all chart categories.  Click Next to continue to the next screen.
  1. Select the desired state check boxes or click the Select All button to select all 51 jurisdictions. Click the Create Chart button.
  1. Checkpoint will generate the chart and display it in the right pane. The columns that are displayed depend on the chart types selected.

payroll_chart.gif

Use the Display Chart Types option to view the results for each chart type in a separate or combined jurisdiction format. Select the appropriate option to change the display format.

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