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Maintain Worker Tax Treaties

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This job aid outlines the process for a Payroll Partner to enter and manage tax treaties for an Employee.

Important Information

While maintaining an Employee’s tax treaties, you must enter information including tax year, tax residency country, income code, income code subtype, treaty benefit start date, and treaty benefit end date.

Getting Started

  1. Search for and select the Maintain Worker Tax Treaties task using the Search Bar.The search bar displaying potential search results with the "Maintain Worker Tax Treaties" option selected.
  2. On the Maintain Worker Tax Treaties page, enter the Employee’s name in the Worker field and select the country in the Tax Country field.Tax Treaty details displayed with Tax Year and Tax Residency Country field highlighted for emphasis.
  3. Select OK.
  4. If there are no treaties currently listed, select the Plus Sign (+) icon to add a new tax treaty.The Maintain Worker Tax Treaties screen with the Add Row icon highlighted.
  5. Complete the following fields: Tax Year, Tax Residency Country, Income Code, Income Code Subtype (if applicable), Treaty Benefit Start Date, and Treaty Benefit End Date.The Maintain Worker Tax Treaties table, emphasizing the Tax Year, Tax Residency Country, Income Code, Income Code Subtype, Treaty Benefit Start Date, and Treaty Benefit End Date fields

Note: In the Income Code Subtype field, do not select Income Code of 16. TAMUS does not pay scholarships or fellowships via payroll.

  1. Enter any additional information, as needed.
  2. If needed, select the Plus Sign (+) icon and repeat step 5 to add additional tax treaties.
  3. Select OK.

This completes the Maintain Worker Tax Treaties process.