Withholding tax

1. Enter canton for person/place of work

In order for the withholding tax to be calculated correctly in the payroll accounting, a place of work must be defined for the employee. This can be checked in the Persons area by editing the contact in the Employee tab. A location must be selected in the Place of work field.

At the same time, the location can be opened by clicking on the ... menu next to the Place of work field. Check here whether there is a value in the Canton field or add one if necessary.

2. Create a payroll statement

In the Salaries section, click Add to open a new payroll statement. First, select a salary template with withholding tax. There are two preconfigured salary templates:

• Monthly salary with withholding tax
• Hourly wage with withholding tax

Go to the salary template tutorial to configure salary templates yourself as desired.

Next, select an employee.

3. Enter monthly salary or hourly wage

Double-click on the initially grayed-out salary type to edit it. You can now enter the monthly salary or hourly wage here.

You can also add deductions and allowances. For more information, see the hourly wage tutorial or monthly salary tutorial .

4. Configure withholding tax

Double-click on wage type 5060 withholding tax to start editing. Enter the withholding tax code issued by the tax authority here.

If a person has several part-time jobs, the income from secondary employment must be entered in the Income from other companies field.

5. Save and send payroll statements

Save the payroll statement and send it to employees by email if desired. Continue as desired via Next step. For example, by creating a payment order.

6. Withholding tax statement

The withholding tax report is already available in the Salary report collection. Here, the salary statements that have been paid are listed by canton. The tax amount owed can be viewed here.

Via Edit, the commission (%) can be adjusted and a filter can be set for each canton.