How are partial year exemptions setup?

You will want to use Tax Exempt Date Ceilings. Follow the instructions below to set this up:

1. Openthe client in AMS Payroll.

2. SelectPayer>Payer Edit>Preferences.

3. Make sure that Miscellaneous Preference #6, Tax Exempt Date Ceilings, is selected. Click OK.

4. Click Input>highlight the employee>Edit>Status Information.

5. You will now have date fields next to the tax types. Enter the date that this employee becomes non-exempt from the particular tax(es) and remove the checkmarks.

Software Solutions from AMS

Our W-2 and 1099 Forms Filer is our only required platform. From there, users pick the services they need. Choose from the tools below to build out your customized accounting software.