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:
- Click the Tools tab.
- Select Create-a-Chart
from the left menu and then click Payroll
Tax.
- 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.
- Select the desired state check boxes or click the
Select All button to select all 51 jurisdictions. Click the
Create Chart button.
Checkpoint will generate the chart and display it
in the right pane. The columns that are displayed depend on the chart
types selected.

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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