Last modified by Peytience S on 2023/10/30 18:56
From version 1.1
edited by christie w
on 2023/02/01 22:09
Change comment: There is no comment for this version
To version 3.1
edited by Peytience S
on 2023/10/30 18:56
Change comment: There is no comment for this version

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1 -XWiki.christiew
1 +XWiki.peytiences
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4 4  
5 5  **To set up medical items to be properly exempted from taxes:**
6 6  
7 -*
8 -** In Payroll Items, click on the red** "New"** button across from **Deductions**.
7 +* In Payroll Items, click on the red** "New"** button across from **Deductions**.
9 9  
10 10  [[image:https://www.aatrix.com/files/7914/2359/3683/Personalizing_Medical_01.png||alt="Learn how to set up and personalize medical deductions." height="444" width="680"]]
11 11  
12 12  
13 -*
14 -** In the **"Title" **box, enter a title for the deduction that will appear on checks and in the program.
12 +* In the **"Title" **box, enter a title for the deduction that will appear on checks and in the program.
13 +* From the **"Type"** dropdown menu, choose **"Insurance".**
14 +* Select the proper **"Calculation Method"**. This would more than likely be** Flat Amount** for an Insurance deduction. Leave the amount at $0.
15 +* To the right under **"Tax Exempt",** select the taxes that the item is exempt from.
16 +** If the Medicare and Social Security are exempted be sure to select the deductions //**and**// the company portion of the taxes.
17 +* If you post your payroll to your Quickbooks program under the** "Accounting Links"** section, select the account to track the liability amount in and click **"OK"** to create the deduction.
15 15  
16 -*
17 -** From the **"Type"** dropdown menu, choose **"Insurance".**
19 +[[image:https://www.aatrix.com/files/4914/2359/3684/Personalizing_Medical_02.png||alt="Learn how to set up and personalize medical deductions." height="326" width="623"]]
18 18  
19 -*
20 -** Select the proper **"Calculation Method"**. This would more than likely be** Flat Amount** for an Insurance deduction. Leave the amount at $0.
21 21  
22 -*
23 -** To the right under **"Tax Exempt",** select the taxes that the item is exempt from.
24 -\\If the Medicare and Social Security are exempted be sure to select the deductions //**and**// the company portion of the taxes.
22 +* **Select an employee from the list** that would be subject to the Medical Insurance Deduction.
23 +* Double-click on the Medical Insurance deduction to bring up the **"Edit Deduction" **window.
25 25  
26 -*
27 -** If you post your payroll to your Quickbooks program under the** "Accounting Links"** section, select the account to track the liability amount in and click **"OK"** to create the deduction.
25 +[[image:https://www.aatrix.com/files/6314/2359/3685/Personalizing_Medical_03.png||alt="Learn how to set up and personalize medical deductions."]]
28 28  
29 -[[image:https://www.aatrix.com/files/4914/2359/3684/Personalizing_Medical_02.png||alt="Learn how to set up and personalize medical deductions." height="326" width="623"]]
30 30  
28 +* In the **"$" **box below the **"Calculation Method"** enter the amount to be deducted for the employee highlighted each payday and click **"OK".**
31 31  
32 -*
33 -** **Select an employee from the list** that would be subject to the Medical Insurance Deduction.
30 +[[image:https://www.aatrix.com/files/7114/2359/3686/Personalizing_Medical_04.png||alt="Learn how to set up and personalize medical deductions." height="323" width="617"]]
34 34  
35 -*
36 -** Double-click on the Medical Insurance deduction to bring up the **"Edit Deduction" **window.
37 37  
38 -[[image:https://www.aatrix.com/files/6314/2359/3685/Personalizing_Medical_03.png||alt="Learn how to set up and personalize medical deductions."]]
33 +* The **"P" **that appears in front of the deduction with the employee selected on the list indicates that the Medical Deduction has been **personalized **to calculate specific amount for the employee.
34 +* **Select any other employees** subject to the Medical Insurance deduction and **repeat the steps** to personalize for each.
39 39  
36 +[[image:https://www.aatrix.com/files/2614/2359/3687/Personalizing_Medical_05.png||alt="Learn how to set up and personalize medical deductions." height="446" width="680"]]
40 40  
41 -*
42 -** In the **"$" **box below the **"Calculation Method"** enter the amount to be deducted for the employee highlighted each payday and click **"OK".**
38 +----
43 43  
44 -[[image:https://www.aatrix.com/files/7114/2359/3686/Personalizing_Medical_04.png||alt="Learn how to set up and personalize medical deductions." height="323" width="617"]]
40 +== Related Pages: ==
45 45  
42 +=== [[Personalizing Deductions for Individual Employees>>doc:Mac.Payroll Items .Personalizing Deductions for Individual Employees.WebHome]] ===
46 46  
47 -*
48 -** The **"P" **that appears in front of the deduction with the employee selected on the list indicates that the Medical Deduction has been **personalized **to calculate a specific amount for the employee.
44 +Learn how to personalize deductions for every employee.
49 49  
50 -*
51 -** **Select any other employees** subject to the Medical Insurance deduction and **repeat the steps** to personalize for each.
52 52  
53 -[[image:https://www.aatrix.com/files/2614/2359/3687/Personalizing_Medical_05.png||alt="Learn how to set up and personalize medical deductions." height="446" width="680"]]
47 +=== [[Creating and Assigning Income Items>>doc:Mac.Payroll Items .Creating and Assigning Income Items .WebHome]] ===
48 +
49 +Learn how to create and assign other income items.
50 +
51 +
52 +=== [[Setting up Oregon Statewide Transit Tax (STT) deduction>>doc:Mac.Payroll Items .Setting up Oregon Statewide Transit Tax (STT) deduction .WebHome]] ===
53 +
54 +Learn how to create the Oregon Statewide Transit Tax (STT) deduction.
55 +
56 +
57 +=== [[Child Support or Garnishment Personalized Deductions>>doc:Mac.Payroll Items .Child Support or Garnishment Personalized Deductions .WebHome]] ===
58 +
59 +Learn how to personalize payments and/or court-ordered garnishments for an employee.
60 +
61 +
62 +=== [[Setting up Reimbursements>>doc:Mac.Payroll Items .Setting up Reimbursements .WebHome]] ===
63 +
64 +Learn how to set up reimbursements for employees.