4b How do I initialize my new tax routines in Vista?

Overview

New tax routines aren't effective until they've been initialized in PR Routines for each Payroll company.

Where: PR Routines → File → Initialize

1 – Start the initialize process

In PR Routines, select File → Initialize.

2 – Confirm the prompt

Click Yes to begin initialization. When it's complete, the system displays a message confirming the tax routine initialization was successful, and you'll see the current date in the Last Updated field on the PR Routine form.

3 – Verify the Procedure Name

Check that the system updated the Procedure Name with the current year for each routine.

4 – Verify after your next payroll run

When you run PR Payroll Process after initializing, verify the changes have been activated and calculations are correct. Any tax routines included in the update are initialized when you run this process, and it needs to be run in each PR Company.

Notes

If multiple updates occur for a routine in the same year, the suffix will include a sequential number after the year (for example, 176).

If you're using a version before 2021 R2, this form is called PR Routine Master instead of PR Routines.

There's no downtime for users running this process. New routines are in place immediately once initialization completes.