There are two ways you can install tax table updates in GP 2010 and 10—Automatic and Manual. Both options fulfill the same goal: updating GP with the latest tax rates and wage limits. This article will walk you through both methods.
The first thing you have to do for either method is log in to GP using a login that has the appropriate database permissions. The typical users for this task are “sa” (SQL Server Administrator) and “DYNSA” (a user created during the installation of GP). Most companies use “sa”, but “DYNSA” was created for the purpose of relieving IT departments from having to give out the “sa” password and keep it secure and providing GP administrators a way to manage users and tax updates. (If you don’t know the DYNSA password, your database administrator can reset it using SQL Server Management Studio.)
Option 1: Automatic Tax Update
What you’ll need:
- Internet connection
- Your company’s authorization number
- The password for “sa”or “DYNSA”
The use of the word “automatic” is not quite correct. You still have to log in to GP to start the process. However, you only have to start the process, because the system does the rest.
Log in to any GP company to get started. It does not matter which company you use, because the process is updating system-level tables, not company-level tables.
Go to Microsoft Dynamics GP menu | Maintenance | U.S. Payroll Updates | Check for Tax Updates.
Upon selecting the last item in the path, you are presented with two options: Automatic and Manual.
Select “Automatic” and click “Next.”
Enter your authorization number. If you don’t know it, you can find it in CustomerSource. If you don’t know how to get into CustomerSource, contact us or Microsoft for that information.
Click the “Log in” button.
You should see progress bars indicating that the tax tables are being downloaded. Upon their completion, the window below indicates the tables have been updated.
Click the “Finish” button, and you’re done. The process should only take seconds, depending upon your Internet connection.
Option 2: Manual
What you’ll need:
- Downloaded tax update file
- The password for “sa” or “DYNSA”
The manual option requires that you log in to CustomerSource and download the tax table file. The file usually has a name of “tx.cab.”
Place this file in a folder you can access from the machine you’re going to use to install the tax tables.
Log in to any GP company as “sa” or “DYNSA” and use the path mentioned in Option 1.
Select the “Manual” option instead of the “Automatic” option.
Click the “Next” button and select the path where the tx.cab file is located.
The tax tables will be updated, and you will receive a message showing that the tables have been updated.
Once the tax tables are installed by either method, you can verify the update by going to Microsoft Dynamics GP menu | Tools | Setup | System | Payroll Tax.
Notice the field at the top named “Last Tax Update.” Compare this value with the information you can find in the documentation that accompanies the tax file download in CustomerSource.
If you have any questions, please contact our Microsoft Dynamics GP support center at 877.253.7778 or GPSupport@bkd.com.