Changes for page Creating and Personalizing Employer Paid Items
Last modified by Peytience S on 2023/10/30 19:06
From version 2.1
edited by christie w
on 2023/02/01 22:12
on 2023/02/01 22:12
Change comment:
There is no comment for this version
To version 4.1
edited by Peytience S
on 2023/10/30 19:06
on 2023/10/30 19:06
Change comment:
There is no comment for this version
Summary
-
Page properties (2 modified, 0 added, 0 removed)
Details
- Page properties
-
- Author
-
... ... @@ -1,1 +1,1 @@ 1 -XWiki. christiew1 +XWiki.peytiences - Content
-
... ... @@ -1,51 +1,50 @@ 1 1 There are several items in payroll that are paid by the company. The payroll program creates the **Federal Unemployment, State Unemployment, Social Security, **and **Medicare **taxes paid by the company for you. Other items paid by the company can be set up and tracked in your payroll program, for example a company contribution to a retirement plan, or a company paid medical insurance. 2 2 3 -* 4 -** In your payroll program, go to the **"Payroll Items"** screen. 3 +* In your payroll program, go to the **"Payroll Items"** screen. 4 +* If the new **Employer Paid** item will apply to all employees, select **"Employee List Settings" **in red at the top of the listing of your employees to the left. 5 +* If the item is to be assigned to just a few employees, select one of the employees from the list. 6 +* Click on the green **"New"** button in the **"Employer Paid" **items section. 7 +* Enter a name for the item being created, for example "Employer Pension". 8 +* From the **"Type" **menu, choose the appropriate selection for the item. Normally, it would be a **Flat Amount **or a **Percent of Gross.** 9 +** //**NOTE: **Types **Federal Unemployment, Medicare, Social Security, **and **State Unemployment **are for creating new taxes only. For example, if you need to create the Unemployment tax for a new state.// 10 +* If the amount/rate is the same for all employees enter the amount/rate. 11 +* If the amount/rate will be different for all employees then leave it at 0. 12 +* If you post your payroll to Quickbooks, select the appropriate **Liability Account **and **Expense Account **for the item to post to in Quickbooks. 13 +* Click **"OK"** to create the item and have it appear under the **Employer Paid** section in green. 5 5 6 -* 7 -** If the new **Employer Paid** item will apply to all employees, select **"Employee List Settings" **in red at the top of the listing of your employees to the left. 15 +[[image:https://www.aatrix.com/download_file/view_inline/3253/||alt="Creating and Personalizing Employer Paid Items" height="289" width="800"]] 8 8 9 -* 10 -** If the item is to be assigned to just a few employees, select one of the employees from the list. 11 11 12 -* 13 -** Click on the green **"New"** button in the **"Employer Paid" **items section. 18 +* If the amount/rate will be different for each employee, select an employee on the list that it applies to. 19 +* Double-click on the item under the **"Employer Paid" **section in green. 20 +* Enter the amount/rate for the employee and click **"OK".** 21 +* The **"P" **that appears in front of the item with the employee highlighted indicates the item has been **personalized **for a specific amount/rate for the employee. 22 +* Repeat the above steps to personalize the item for employees as necessary. 14 14 15 -* 16 -** Enter a name for the item being created, for example "Employer Pension". 24 +---- 17 17 18 -* 19 -** From the **"Type" **menu, choose the appropriate selection for the item. Normally, it would be a **Flat Amount **or a **Percent of Gross.** 20 -\\//**NOTE: **Types **Federal Unemployment, Medicare, Social Security, **and **State Unemployment **are for creating new taxes only. For example, if you need to create the Unemployment tax for a new state.// 26 +== Related Pages: == 21 21 22 -* 23 -** If the amount/rate is the same for all employees enter the amount/rate. 28 +=== [[Setting up and Personalizing Pension Deduction>>doc:Mac.Payroll Items .Setting up and Personalizing Pension Deduction.WebHome]] === 24 24 25 -* 26 -** If the amount/rate will be different for all employees then leave it at 0. 30 +Learn how to set up and personalize deductions for pensions (ie. 401K or IRA). 27 27 28 -* 29 -** If you post your payroll to Quickbooks, select the appropriate **Liability Account **and **Expense Account **for the item to post to in Quickbooks. 30 30 31 -* 32 -** Click **"OK"** to create the item and have it appear under the **Employer Paid** section in green. 33 +=== [[Creating and Assigning Income Items>>doc:Mac.Payroll Items .Creating and Assigning Income Items .WebHome]] === 33 33 35 +Learn how to create and assign other income items. 34 34 35 -[[image:https://www.aatrix.com/download_file/view_inline/3253/||alt="Creating and Personalizing Employer Paid Items" height="289" width="800"]] 36 36 38 +=== [[Setting up Additional State Withholding Deductions>>doc:Mac.Payroll Items .Setting up Additional State Withholding Deductions .WebHome]] === 37 37 38 -* 39 -** If the amount/rate will be different for each employee, select an employee on the list that it applies to. 40 +Learn how to set up additional State Withholding deductions. 40 40 41 -* 42 -** Double-click on the item under the **"Employer Paid" **section in green. 43 43 44 -* 45 -** Enter the amount/rate for the employee and click **"OK".** 43 +=== [[Setting up Oregon Statewide Transit Tax (STT) deduction>>doc:Mac.Payroll Items .Setting up Oregon Statewide Transit Tax (STT) deduction .WebHome]] === 46 46 47 -* 48 -** The **"P" **that appears in front of the item with the employee highlighted indicates the item has been **personalized **for a specific amount/rate for the employee. 45 +Learn how to create the Oregon Statewide Transit Tax (STT) deduction. 49 49 50 -* 51 -** Repeat the above steps to personalize the item for employees as necessary. 47 + 48 +=== [[Creating and Assigning Deductions>>doc:Mac.Payroll Items .Creating and Assigning Deductions.WebHome]] === 49 + 50 +Learn how to create and assign deductions.