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Tax Compliance¶

4Geeks Payroll includes pre-configured tax tables for 12 Latin American countries. Set up compliant payroll calculations with one-click tax configuration or customize rates for your specific needs.

Supported Countries¶

One-Click Tax Setup¶

Set up tax compliance for a country in one step:

1. Navigate to the Tax tab
2. Click Add Country
3. Select the country
4. Click Apply Default Configuration

This loads:

• Income tax brackets (progressive rates)
• Employee social security rates
• Employer social security rates
• Health insurance contributions
• Pension fund contributions
• Statutory provisions (aguinaldo, vacation)

Custom Tax Configuration¶

Override default rates or create custom tax rules:

Edit Tax Rates¶

1. Navigate to the Tax tab
2. Click on the country configuration
3. Modify rates as needed:
4. Income tax brackets
5. Social security percentages
6. Health insurance rates
7. Pension contributions
8. Click Save

Add Custom Deduction¶

1. Open the country tax configuration
2. Click Add Deduction
3. Configure:
4. Name — Deduction label
5. Type — Fixed amount or percentage
6. Applies To — Employee, Employer, or Both
7. Calculation Base — Gross pay, basic salary, etc.
8. Click Save

Income Tax Brackets¶

Each country has progressive income tax brackets. Example for Costa Rica:

Tax is calculated on the portion of income within each bracket.

Employer Contributions¶

Employer contributions are calculated on top of gross pay (not deducted from employees):

Social Security (Employer)¶

Varies by country. Covers workplace insurance, unemployment fund, and social programs.

Aguinaldo (Christmas Bonus)¶

Mandatory in most LATAM countries. Calculated as a provision accrued over the year:

Vacation Provision¶

Accrued vacation liability calculated per country:

Tax Reporting¶

Payroll Tax Summary¶

View tax summaries in the Analytics tab:

• Total income tax withheld
• Total social security (employee + employer)
• Total provisions accrued
• Tax liability by country

Export Tax Reports¶

Export tax data for filing:

1. Navigate to Analytics
2. Select the period
3. Click Export Tax Report
4. Choose format: CSV or PDF

Multi-Country Payroll¶

When running payroll across multiple countries:

• Each employee’s tax is calculated based on their country configuration
• Currency conversion is applied for reporting
• Tax reports can be generated per country or consolidated

Compliance Updates¶

Tax tables are updated when countries change rates:

• 4Geeks monitors tax law changes in all supported countries
• Updates are applied to the default configurations
• Custom configurations are not affected by updates
• Notifications are sent when significant changes occur

Best Practices¶

1. Start with defaults — Use one-click setup, then customize as needed
2. Review annually — Verify tax rates at the start of each fiscal year
3. Document overrides — Note why custom rates differ from defaults
4. Export regularly — Keep tax reports for compliance audits
5. Stay informed — Watch for notifications about tax law changes

What’s Next¶

• Payroll Runs — See tax calculations in action
• Payslips — View tax breakdowns on employee payslips
• Analytics — Review tax summaries and reporting

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