Last modified by Peytience S on 2023/10/30 18:52
From version 1.1
edited by christie w
on 2023/02/01 21:56
Change comment: There is no comment for this version
To version 3.1
edited by Peytience S
on 2023/10/30 18:52
Change comment: There is no comment for this version

Summary

Details

Page properties
Author
... ... @@ -1,1 +1,1 @@
1 -XWiki.christiew
1 +XWiki.peytiences
Content
... ... @@ -1,75 +1,66 @@
1 1  The payroll program automatically creates your Federal and State deductions for you. The program also gives you the ability to assign deductions to employees as necessary and create and assign new deductions.
2 2  
3 -*
4 -** From the main **Payroll Navigator** screen, click on **"Payroll Items".**
3 +* From the main **Payroll Navigator** screen, click on **"Payroll Items".**
4 +* On the left side of the window you will see your employees listed. At the top of the list you will see **"Employee List Settings"** in red and also **"New Employee Settings"** in green.
5 +* Items with a checkmark in front of them with **"Employee List Settings" **selected indicate items that are assigned to **all employees on the list.**
6 +* Items with a checkmark in front of them with **"New Employee Settings" **selected are automatically assigned to any new employees entered into the program.
7 +* Items with a checkmark in front of them with **an employee on the list highlighted** are assigned to the employee.
5 5  
6 -*
7 -** On the left side of the window you will see your employees listed. At the top of the list you will see **"Employee List Settings"** in red and also **"New Employee Settings"** in green.
9 +[[image:https://www.aatrix.com/files/3614/2359/3674/Creating__Assigning_Deductions_01.png||alt="Learn how to create and assign deductions." height="331" width="679"]]
8 8  
9 -*
10 -** Items with a checkmark in front of them with **"Employee List Settings" **selected indicate items that are assigned to **all employees on the list.**
11 11  
12 -*
13 -** Items with a checkmark in front of them with **"New Employee Settings" **selected are automatically assigned to any new employees entered into the program.
12 +* **To create a deduction that would apply to all employees on the list:**
13 +** Select **"Employee List Settings" **in red at the top of the listing of your employees
14 +** Then click the red **"New" **button under **Deductions** to the right.
15 +* **To create a deduction that would apply to one employee or more, but not to all employees:**
16 +** Select the employee from the list.
17 +** Then click the red **"New" **button under **Deductions **to the right.
14 14  
15 -*
16 -** Items with a checkmark in front of them with **an employee on the list highlighted** are assigned to the employee.
19 +[[image:https://www.aatrix.com/files/8914/2359/3675/Creating__Assigning_Deductions_02.png||alt="Learn how to create and assign deductions." height="331" width="679"]]
17 17  
18 -[[image:https://www.aatrix.com/files/3614/2359/3674/Creating__Assigning_Deductions_01.png||alt="Learn how to create and assign deductions." height="331" width="679"]]
19 19  
22 +* Enter a title for the deduction that will appear in the payroll program and on checks. From the **Type** dropdown menu make the proper selection for the item being created.
23 +** The **Federal Income Tax, Social Security, Medicare, State Income Tax and Local Income tax** types on the list are to be used for **Taxes only.**
20 20  
21 -*
22 -** **To create a deduction that would apply to all employees on the list:**
25 +[[image:https://www.aatrix.com/files/1614/2359/3676/Creating__Assigning_Deductions_03.png||alt="Learn how to create and assign deductions." height="402" width="679"]]
23 23  
24 -*
25 -**
26 -*** Select **"Employee List Settings" **in red at the top of the listing of your employees
27 27  
28 -*
29 -**
30 -*** Then click the red **"New" **button under **Deductions** to the right.
28 +* From the **"Calculation Method"** dropdown select the proper method used to calculate the deduction. Normally this would be **Flat Amount **or **Percent of Gross.**
29 +* Enter the amount/rate for the deduction.
31 31  
31 +[[image:https://www.aatrix.com/files/2514/2359/3677/Creating__Assigning_Deductions_04.png||alt="Learn how to create and assign deductions." height="349" width="679"]]
32 32  
33 -*
34 -** **To create a deduction that would apply to one employee or more, but not to all employees:**
35 35  
36 -*
37 -**
38 -*** Select the employee from the list.
34 +* If you post your payroll to Quickbooks, you will need to select the Account for the item being created to post to.
35 +** For deductions this would normally be to an account set up as a type Other Current Liability in Quickbooks.
39 39  
40 -*
41 -**
42 -*** Then click the red **"New" **button under **Deductions **to the right.
37 +* Click **"OK"** to create the deduction.
38 +* If the deduction was created with an employee highlighted and it also applies to other employees, then select them from the list and click in front of the deduction to place a checkmark there indicating that it has been assigned to the employee.
43 43  
40 +----
44 44  
45 -[[image:https://www.aatrix.com/files/8914/2359/3675/Creating__Assigning_Deductions_02.png||alt="Learn how to create and assign deductions." height="331" width="679"]]
42 +== Related Pages: ==
46 46  
44 +=== [[Creating and Assigning Income Items>>doc:Mac.Payroll Items .Creating and Assigning Income Items .WebHome]] ===
47 47  
48 -*
49 -** Enter a title for the deduction that will appear in the payroll program and on checks. From the **Type** dropdown menu make the proper selection for the item being created.
46 +Learn how to create and assign other income items.
50 50  
51 -*
52 -**
53 -*** The **Federal Income Tax, Social Security, Medicare, State Income Tax and Local Income tax** types on the list are to be used for **Taxes only.**
54 54  
55 -[[image:https://www.aatrix.com/files/1614/2359/3676/Creating__Assigning_Deductions_03.png||alt="Learn how to create and assign deductions." height="402" width="679"]]
49 +=== [[Setting up Additional State Withholding Deductions>>doc:Mac.Payroll Items .Setting up Additional State Withholding Deductions .WebHome]] ===
56 56  
51 +Learn how to set up additional State Withholding deductions.
57 57  
58 -*
59 -** From the **"Calculation Method"** dropdown select the proper method used to calculate the deduction. Normally this would be **Flat Amount **or **Percent of Gross.**
60 60  
61 -*
62 -** Enter the amount/rate for the deduction.
54 +=== [[Personalizing Deductions for Individual Employees>>doc:Mac.Payroll Items .Personalizing Deductions for Individual Employees.WebHome]] ===
63 63  
64 -[[image:https://www.aatrix.com/files/2514/2359/3677/Creating__Assigning_Deductions_04.png||alt="Learn how to create and assign deductions." height="349" width="679"]]
56 +Learn how to personalize deductions for every employee.
65 65  
66 66  
67 -*
68 -** If you post your payroll to Quickbooks, you will need to select the Account for the item being created to post to.
69 -\\For deductions this would normally be to an account set up as a type Other Current Liability in Quickbooks.
59 +=== [[Creating and Personalizing Employer Paid Items>>doc:Mac.Payroll Items .Creating and Personalizing Employer Paid Items .WebHome]] ===
70 70  
71 -*
72 -** Click **"OK"** to create the deduction.
61 +Learn how to set up Employer Paid Items
73 73  
74 -*
75 -** If the deduction was created with an employee highlighted and it also applies to other employees, then select them from the list and click in front of the deduction to place a checkmark there indicating that it has been assigned to the employee.
63 +
64 +=== [[Setting up and Personalizing Pension Deduction>>doc:Mac.Payroll Items .Setting up and Personalizing Pension Deduction.WebHome]] ===
65 +
66 +Learn how to set up and personalize deductions for pensions (ie. 401K or IRA).