Set up the IRS tax levy calculations to link the calculation table with the calculation formula for
Head of Household
Married Filing Jointly
Married Filing Separately
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.
1. Open Connect Payroll > Organization > Calculations.
2. Click New (CTRL+N).
3. Set up the following options.
Calculation name: Head of Household - IRS Tax Levy
Abbreviated calculation name: Head of House IRS
Calculation formula: IRS Tax Levy Exempt Wages
Pay code type: Deduction
4. Click Save (CTRL+S).
1. Open Connect Payroll > Organization > Calculations.
2. Click New (CTRL+N).
3. Set up the following options.
Calculation name: Married Filing Jointly - IRS Tax Levy
Abbreviated calculation name: Married Jointly IRS
Calculation formula: IRS Tax Levy Exempt Wages
Pay code type: Deduction
4. Click Save (CTRL+S).
1. Open Connect Payroll > Organization > Calculations.
2. Click New (CTRL+N).
3. Set up the following options.
Calculation name: Married Filing Separately - IRS Tax Levy
Abbreviated calculation name: Married Sep IRS
Calculation formula: IRS Tax Levy Exempt Wages
Pay code type: Deduction
4. Click Save (CTRL+S).
1. Open Connect Payroll > Organization > Calculations.
2. Click New (CTRL+N).
3. Set up the following options.
Calculation name: Single - IRS Tax Levy
Abbreviated calculation name: Single IRS
Calculation formula: IRS Tax Levy Exempt Wages
Pay code type: Deduction
4. Click Save (CTRL+S).
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