Program Operation and Utilities

Add FUTA Only Adjustment

A FUTA adjustment is necessary when an employee is subject to FUTA tax for only part of the year. This is because Employer Paid taxes, such as FUTA, are not deducted from the employee's paycheck so t…

Nina Tchistiakova
Updated 2 months ago by Nina Tchistiakova

Add State UI Adjustment

A state UI adjustment is necessary when an employee is subject to state UI tax for only part of the year. This is because Employer Paid taxes, such as state UI, are not deducted from the employee's p…

Nina Tchistiakova
Updated 2 months ago by Nina Tchistiakova

Adding or editing vendors

To add or edit vendors, click Add/Edit Payees.. The Add/Edit Payee screen will display.. Adding vendors. Vendors have two classifications: Those that will be issued Form 1099-MISC and/or Form 1099-NE…

Eric
Updated 2 months ago by Eric

Auto – Personal Use

An income item is provided by the program for Auto – Personal Use. To add this item for an employer, go to the Payroll Setup tab on the Edit Employer/Payer Information screen. Under the Income Items…

Nina Tchistiakova
Updated 2 months ago by Nina Tchistiakova

Choose between entering paychecks by payee or by date

The Payroll Data feature in Payroll System supports two methods of inputting checks: Enter By Payee (default). This screen is used initially to add a new employee. All checks are displayed for one em…

Eric
Updated 2 months ago by Eric

Cost of Employer Sponsored Health Coverage

An income item is provided by the program to track the Cost of Employer Sponsored Health Coverage. To add this item for an employer, go to the Payroll Setup tab on the Edit Employer/Payer Information…

Nina Tchistiakova
Updated 2 months ago by Nina Tchistiakova

Custom Payroll Journal

The Custom Payroll Journal setup screen is accessed by clicking the Setup button next to the Payroll Journal (Custom) option on the Payroll Reports screen. This Payroll Journal can be customized by t…

Nina Tchistiakova
Updated 2 months ago by Nina Tchistiakova

Customizing the Payroll Data Grid with the Options button

Options can be used to set various calculation options and to setup various layouts for the Payroll Data Grid columns. Setting Options defaults. Many of the options described in this article can be s…

Eric
Updated 2 months ago by Eric

Deduction Items

A list of Deduction Items pertaining to an employer is shown on the Payroll Setup tab on the Edit Employer/Payer Information screen, which can be accessed by clicking the Edit Client button directly…

Greg Hatfield
Updated 2 months ago by Greg Hatfield

Employee/Payee Reports

The Payroll Summary Reports screen is accessed by clicking the Reports button on the 941/940 Payroll Module Library screen or selecting Payroll from the Reports menu. The Payroll Summary Reports scre…

Nina Tchistiakova
Updated 2 months ago by Nina Tchistiakova

Entering vendor payments

To access the vendor payment grid, click the Vendor Payments button on the Module Library toolbar near the middle of the screen.. If there are no vendors entered, then the Add/Edit Payee screen will…

Eric
Updated 2 months ago by Eric

Garnishments

Note: Garnishment calculation is a function of Live Payroll only. It requires calculation of federal and states income taxes which are a function of Live Payroll only. The employee's Pay Period must…

Nina Tchistiakova
Updated 2 months ago by Nina Tchistiakova

Gross-up for Employer Paid FICA

This gross-up utility should be used when the employer is paying the employee's social security and Medicare taxes but NOT the federal, state, and local income taxes. To include income taxes in the g…

Nina Tchistiakova
Updated 2 months ago by Nina Tchistiakova

Gross-up for Employer Paid FICA and CA SDI

This gross-up utility should be used when the employer is paying the employee's social security, Medicare, and CA SDI taxes but NOT the federal, state, and local income taxes. To include income taxes…

Nina Tchistiakova
Updated 2 months ago by Nina Tchistiakova

Health Insurance Compensation for 2% Owners of S-Corps

Health Insurance Compensation income for 2% owners of S-corporations (payroll tax year 2006 and earlier). If it has been determined that the Health Insurance Compensation is: Taxable to Federal incom…

John Logue
Updated 2 months ago by John Logue

Health Savings Account (HSA)

A deduction item is not provided by the program for Health Savings Accounts (HSA). To add an HSA item for an employer, go to the Payroll Setup tab on the Edit Employer/Payer Information screen. Under…

Nina Tchistiakova
Updated 2 months ago by Nina Tchistiakova

Income Items

A list of Income Items pertaining to an employer is shown on the Payroll Setup tab on the Edit Employer/Payer Information screen, which can be accessed by clicking the Edit Client button directly abo…

Greg Hatfield
Updated 2 months ago by Greg Hatfield

New Jersey Payroll Setup

New Jersey has four tax items. Each item has separate worker and employer rates (FLI has only a worker rate) making seven tax rates in all that are specified on the Employer's Quarterly Report receiv…

Greg Hatfield
Updated 2 months ago by Greg Hatfield

Opening the Payroll Data Grid

The Payroll Data Grid is the heart of the 941/940 and LivePayroll portions of Payroll System. To open it: Select either 941/940 or 941/940 Live Payroll from Select Program to Display , depending on w…

Eric
Updated 2 months ago by Eric

Paycheck Utilities

The Paycheck Utilities dialog is accessed from the Options menu on the Payroll grid. All utilities on the dialog operate on all checks in the specified date range for the current employer. The utilit…

Nina Tchistiakova
Updated 2 months ago by Nina Tchistiakova

Payroll Data Grid shortcuts

Below is a listing of shortcuts used while entering Payroll Data. Alt-W - new date Alt-P - previous employee Alt-N - next employee Alt-B - toggle between entering by payee or by date Alt-F - edit pay…

Eric
Updated 2 months ago by Eric

Payroll Diagnostics

Entering Payroll Data. There are two methods of entering checks in the payroll system. Users may change between the methods as desired by clicking the button above the Payroll grid. The default setti…

Nina Tchistiakova
Updated 2 months ago by Nina Tchistiakova

Reordering the columns on the Payroll Data Grid

Columns on the Payroll Data Grid can be reordered by clicking a column header and dragging it to the desired location. The date column must always be the first column when Entering data By Payee. . S…

Eric
Updated 2 months ago by Eric

S Corp Paid Medical Insurance

An income item is provided by the program for S Corp Paid Medical Insurance. To add this item for an employer, go to the Payroll Setup tab on the Edit Employer/Payer Information screen. Under the Inc…

Greg Hatfield
Updated 2 months ago by Greg Hatfield

Setting up paycheck items

Introduction. Payroll System can be set up to calculate a wide variety of taxes , deductions , and incomes. When a state is selected for a Client, Payroll System will add Paycheck Items appropriate f…

Eric
Updated 2 months ago by Eric

Show/Hide Payee Info in Payroll Data Grid

A payee's information can be hidden or displayed like so: Payee Info elements. Control No. This number will appear on Form W-2 in the Control Number box when data is imported. Employment Type. This i…

Eric
Updated 2 months ago by Eric

Tax Items

A list of Tax Items pertaining to an employer is shown on the Payroll Setup tab on the Edit Employer/Payer Information screen, which can be accessed by clicking the Edit Client button directly above…

Greg Hatfield
Updated 2 months ago by Greg Hatfield

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