Step 1. Set up calculation tables for IRS tax levy
Add a calculation table for the IRS tax levy for
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Head of Household
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Married Filing Jointly
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Married Filing Separately
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Single
These instructions are for 2023. You may need to update the instructions if you are setting up the IRS tax levy for a different year.
Head of Household calculation table
1. Open Connect Payroll > Organization > Calculation Tables.
2. Click New (CTRL+N).
3. In the Calculation Table Name box, enter IRS Tax Levy - Head of Household.
4. Click to select the Modifiers tab.
Calculation Tables, Modifiers tab
Modifier 1
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Description: Enter Annual Exemption Amount
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Type: Select Amount.
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Value: Enter 20800.00
Modifier 2
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Description: Enter Annual Amount per Exemption
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Type: Select Amount.
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Value: Enter 4700.00
Modifier 3
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Description: Enter Additional Annual Exemption
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Type: Select Amount.
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Value: Enter 1850.00
5. Click Save (CTRL+S).
Married Filing Jointly calculation table
1. Open Connect Payroll > Organization > Calculation Tables.
2. Click New (CTRL+N).
3. In the Calculation Table Name box, enter IRS Tax Levy - Married Filing Jointly.
4. Click to select the Modifiers tab.
Modifier 1
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Description: Enter Annual Exemption Amount
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Type: Select Amount.
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Value: Enter 27700.00
Modifier 2
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Description: Enter Annual Amount per Exemption
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Type: Select Amount.
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Value: Enter 4700.00
Modifier 3
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Description: Enter Additional Annual Exemption
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Type: Select Amount.
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Value: Enter 1500.00
5. Click Save (CTRL+S).
Married Filing Separately calculation table
1. Open Connect Payroll > Organization > Calculation Tables.
2. Click New (CTRL+N).
3. In the Calculation Table Name box, enter IRS Tax Levy - Married Filing Separately.
4. Click to select the Modifiers tab.
Modifier 1
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Description: Enter Annual Exemption Amount
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Type: Select Amount.
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Value: Enter 13850.00
Modifier 2
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Description: Enter Annual Amount per Exemption
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Type: Select Amount.
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Value: Enter 4700.00
Modifier 3
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Description: Enter Additional Annual Exemption
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Type: Select Amount.
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Value: Enter 1500.00
5. Click Save (CTRL+S).
Single calculation table
1. Open Connect Payroll > Organization > Calculation Tables.
2. Click New (CTRL+N).
3. In the Calculation Table Name box, enter IRS Tax Levy - Single.
4. Click to select the Modifiers tab.
Calculation Tables, Modifiers tab
Modifier 1
-
Description: Enter Annual Exemption Amount
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Type: Select Amount.
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Value: Enter 13850.00
Modifier 2
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Description: Enter Annual Amount per Exemption
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Type: Select Amount.
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Value: Enter 4700.00
Modifier 3
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Description: Enter Additional Annual Exemption
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Type: Select Amount.
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Value: Enter 1850.00
5. Click Save (CTRL+S).
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