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Vertex® Payroll Tax Q Series™

A virtually error-free, easy-to-integrate and easy-to-use system that practically maintains itself

Whether you're right-sizing or re-engineering to a client/server environment, whatever leading payroll or HRMS software you rely on, Vertex Payroll Tax Q Series provides end-to-end functionality, open-systems flexibility and reliable Vertex tax research to give you the power to meet today's needs, and the poise to respond to tomorrow's.

Vertex Data
No category of software needs a deeper, more continuous stream of data than payroll tax software. Vertex Payroll Tax Q Series obliges, with past and current rates and calculation methods for all federal, state, Canadian, U.S. territories, and Puerto Rico withholding taxes (including unemployment and disability), plus over 8,000 local payroll tax requirements.

Data is updated every month on your choice of media. Maintenance is as simple as loading a CD-ROM or downloading files from the Customer Cafe.  Vertex Payroll Tax Q Series also provides an easy-to-access four-level history for tax review and auditing.

Vertex Calculation
Just when you think payroll rates and calculations have reached a maximum level of complexity, they stretch a little farther. Vertex Payroll Tax Q Series keeps pace -- accurately calculating federal, state, Canadian, U.S. territories, Puerto Rico and local taxes on all regular and supplemental wages for multiple work locations per employee.

For a specific net pay:
Whether it's moving expenses, bonuses or income of foreign nationals, Vertex Payroll Tax Q Series' advanced net-to-gross logic calculates tax amounts and appropriate gross pay.

For advanced vacation pay:
Vertex Payroll Tax Q Series prorates taxes according to the period of vacation being paid -- including partial and multiple periods.

For tips:
Vertex Payroll Tax Q Series determines taxability and adds them to gross wages before calculating taxes.

For IRS qualified benefit plans:
Vertex Payroll Tax Q Series stores the taxability and maximum contribution limits for 401(k), 403B, 457 and 125 Cafeteria Plans, subtracting contributions from gross compensation (where appropriate) before calculating taxes.

Vertex Payroll Tax Q Series calculates the entire range of standard Federal, State and Local taxes including Miscellaneous and surcharges. Plus, only Vertex Payroll Tax Q Series recognizes all formal reciprocal agreements among states, cities and counties, and calculates state and local taxes accordingly.

Even where formal reciprocal agreements don't exist, the system calculates and applies all appropriate credits to the resident state tax.

Partial list of Calculation Capabilities
Vertex Payroll Tax Q Series also offers the most complete coverage of calculation methods in the industry -- handling all preferred and alternate federal-, state-, and locally-approved methods, including:

Method
Description
Annualized Preferred method for federal withholding tax calculation and the most common among states.

Cumulative Alternate method of calculating federal and certain state withholding taxes.

Flat Percentage Applies to most local taxes and Pennsylvania state withholding.

Concurrent Aggregation Annualized method for regular and supplemental wages paid at the same time. Regular and supplemental wages added together before tax calculation.

Cumulative Aggregation Cumulative method for regular and supplemental wages paid at the same time. Regular and supplemental wages added together before tax calculation.

Previous Aggregation For supplemental wages paid separately. Supplemental wages combined with previous regular wages before tax calculation.

Self-Adjust For closed-ended taxes calculated up to a maximum amount for the year, this method continually adjusts tax amount so YTD tax is correct at end of year.

Other Vertex uses the exact published tax formulas required by taxing jurisdictions without alteration, including special methods for particular taxes and jurisdictions, incorporating minor variations as required by the jurisdiction.
   

Vertex GeoCoder™
Knowing what rates to apply and how to apply them doesn't insure accuracy. You also need to know who to apply them to. And that means knowing where each employee lives and works.

The problem is, ZIP codes and other non-tax locations systems used by ordinary payroll tax programs frequently fail to match up with the definitions used by local taxing authorities -- which leaves you to manually confirm each employee's information.

Only Vertex Payroll Tax Q Series comes complete with the exclusive Vertex GeoCoder location system, allowing you to automatically apply GeoCodes to each employee's payroll/personnel record during installation or updating.

Because GeoCodes remain permanent even when ZIP codes change, your system maintenance is dramatically reduced, even if your employees work in multiple locations. And of course, Vertex keeps your GeoCoder database up-to-date.

Vertex Payroll Tax Q Series Integration
Vertex Payroll Tax Q Series open-system architecture lets you build the industry's best payroll tax solution into the best of today's leading hardware, operating systems, databases and payroll/HRMS software applications. So you benefit from the greatest power, precision and flexibility available today. Learn about some of this integration in Software Partners.

Vertex Payroll Tax Q Series Support
As in any other business situation, a product is only as good as its back up. As a Vertex customer, you can rely on the expert, responsive Product Support that have made Vertex the leader in our field, always just a toll-free phone call away. You'll also receive clear, complete documentation and reference publications including:

  • Vertex Payroll Tax Q Series Calculation Guide
  • GeoCoder Master List Vertex
  • Payroll Tax Q Series Administrator's Guide
  • Vertex Payroll Tax Q Series Programmer's Guide
  • Vertex Payroll Tax Q Series Reference Guide

Information about Vertex® Payroll Tax Solutions is also available in PDF Format.

If you don't already have the free Adobe® Acrobat® Reader®, you can download it now.

To learn more about all Vertex tax solutions, just submit a Product Inquiry Form.

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