Last modified by Peytience S on 2023/10/30 18:56
From version 3.1
edited by Peytience S
on 2023/10/30 18:56
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To version 1.1
edited by christie w
on 2023/02/01 22:09
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1 -XWiki.peytiences
1 +XWiki.christiew
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4 4  
5 5  **To set up medical items to be properly exempted from taxes:**
6 6  
7 -* In Payroll Items, click on the red** "New"** button across from **Deductions**.
7 +*
8 +** In Payroll Items, click on the red** "New"** button across from **Deductions**.
8 8  
9 9  [[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"]]
10 10  
11 11  
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.
13 +*
14 +** In the **"Title" **box, enter a title for the deduction that will appear on checks and in the program.
18 18  
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"]]
16 +*
17 +** From the **"Type"** dropdown menu, choose **"Insurance".**
20 20  
19 +*
20 +** Select the proper **"Calculation Method"**. This would more than likely be** Flat Amount** for an Insurance deduction. Leave the amount at $0.
21 21  
22 -* **Select an employee from the list** that would be subject to the Medical Insurance Deduction.
23 -* Double-click on the Medical Insurance deduction to bring up the **"Edit Deduction" **window.
22 +*
23 +** To the right under **"Tax Exempt",** select the taxes that the item is exempt from.
24 +\\If the Medicare and Social Security are exempted be sure to select the deductions //**and**// the company portion of the taxes.
24 24  
25 -[[image:https://www.aatrix.com/files/6314/2359/3685/Personalizing_Medical_03.png||alt="Learn how to set up and personalize medical deductions."]]
26 +*
27 +** If you post your payroll to your Quickbooks program under the** "Accounting Links"** section, select the account to track the liability amount in and click **"OK"** to create the deduction.
26 26  
29 +[[image:https://www.aatrix.com/files/4914/2359/3684/Personalizing_Medical_02.png||alt="Learn how to set up and personalize medical deductions." height="326" width="623"]]
27 27  
28 -* In the **"$" **box below the **"Calculation Method"** enter the amount to be deducted for the employee highlighted each payday and click **"OK".**
29 29  
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"]]
32 +*
33 +** **Select an employee from the list** that would be subject to the Medical Insurance Deduction.
31 31  
35 +*
36 +** Double-click on the Medical Insurance deduction to bring up the **"Edit Deduction" **window.
32 32  
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.
38 +[[image:https://www.aatrix.com/files/6314/2359/3685/Personalizing_Medical_03.png||alt="Learn how to set up and personalize medical deductions."]]
35 35  
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"]]
37 37  
38 -----
41 +*
42 +** In the **"$" **box below the **"Calculation Method"** enter the amount to be deducted for the employee highlighted each payday and click **"OK".**
39 39  
40 -== Related Pages: ==
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"]]
41 41  
42 -=== [[Personalizing Deductions for Individual Employees>>doc:Mac.Payroll Items .Personalizing Deductions for Individual Employees.WebHome]] ===
43 43  
44 -Learn how to personalize deductions for every employee.
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.
45 45  
50 +*
51 +** **Select any other employees** subject to the Medical Insurance deduction and **repeat the steps** to personalize for each.
46 46  
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.
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"]]