This document covers the configuration necessary to calculate U.S. and Canada tax gross-up as well as how to process U.S. and Canada payroll.

The ability to calculate tax gross-ups for U.S. and Canada tax jurisdictions calculations is enabled by authorizing a gross-up service at the assignment level. Before assigning this service, the service must first be defined at the system level. This is done by selecting Service Definition under the Configuration tab and clicking on the + link at the top of the System Services list.

Create A New Service By

The selection made in this field will determine how this new service will be created. This drop down includes Defining A New Service and Copying An Existing Service.

Defining A New Service – This selection should be used if the service being created will not be copied from an existing service.

Copying An Existing Service – This selection should be used if the service being created is copied from an existing service.

Note: The following field will only be visible when the Copying An Existing Service option is chosen in the Create New Service By field.

Service To Copy From – This drop down will contain a list of the existing services. The information from the service selected in this field will be copied to the new service being created.

Service Type

When defining a new service, a Service Type must be selected from the drop-down list. Service Type is a class of services which allows similar Service Definitions to be grouped together.

Name

This field will allow a name to be created for the service. The name provided for the service must be unique and is a required field.

Description

A more detailed description of the service being created can be entered here.

Note: Equus Platform will allow for more than one gross-up Service Definition. For example, multiple Assignment/Relocation policies can each have a uniquely named Gross-up Service.

Inactive

The inactive checkbox, if checked, will mark the service as inactive and no longer

allow that service to be selected in an assignment policy.

This section allows the user to specify which screens should be made visible when the selected service is authorized. At a minimum, you will want to add the Tax Assistance screen group. Associating this screen group allows the user to see the multi-tab Tax Assistance screen for those assignments which have a gross-up service enabled.

This section allows the user to specify what Special Functionality should be enabled when the selected service is authorized. Currently, the only Special Functionality available in this section is the Tax Assistance Calculation. Associating this functionality allows the gross-up engine to run for those assignments which have a gross-up service enabled.

Save

This button can be used to save the information entered and/or modified on this screen.

Delete

This button will permanently delete the service.

Note: Only services that are not associated with an assignment can be deleted.

Close

This button will close the service opened and return to the Service Definition page.