CATEGORY & TAX TABLES SCREEN EDIT HELP
<Page Up> Move the cursor up a page.
CATEGORY & TAX TABLES SCREEN FILE HELP
CATEGORY & TAX TABLES SCREEN LOAD HELP
CATEGORY & TAX TABLES SCREEN TOOLS HELP
Setting Up Taxible Wage Deductions.
THE CATEGORY & TAX TABLES SCREEN'S PURPOSE
<QUESTIONS about . . .> Field Help (Information) <I>
CATEGORY & TAX TABLES SCREEN EDIT HELP
<Ctrl A> Add blank line at cursor (repeating fields)
<Ctrl E> Erase line at cursor (fepeating fields)
<Ctrl Z> Undo present changes to line cursor is on.
<Crtl Home> Moves the cursor to the beginning field on the screen from any location.
<Ctrl End> Moves the cursor to the ending (non-repeating) field on the screen from any location. Use Shift Up arrow and Shirt Down arrow to go to the first and last repeating field, such as in an inventory item list.
<Page Up> Move the cursor up a page.
<Page Down> Move the cursor down a page.
<Shift Up-Arrow> Move cursor to first line on repeating fields
<Shift Down-Arrow> Move cursor to next available line on repeating fields
CATEGORY & TAX TABLES SCREEN FILE HELP
<Ctrl N> Clear the screen, without saving or unsaving the
current record, and set the reference number to the next
available number.
<F5> exit lookup <Shift F5> close all lookups
<F6> open lookup <Shift F6> alterate lookup
<F9> <Shift F9> delete record
<F10> selection screen <Shift F10> go to menu bar
<Esc> Exit one level <Alt-F4> exit ABC
CATEGORY & TAX TABLES SCREEN LOAD HELP
<F7> previous record
<F8> next record
<Shift F7> When the cursor is on an indexed field, press
<Shift F8> When the cursor is on an indexed field, press
CATEGORY & TAX TABLES SCREEN TOOLS HELP
<Ctrl J> or <Ctrl K> This gives you two notepads to keep
on file anything that you want to remember about this
purchase order. <Ctrl W> Puts the Reference Code on a Word processor list.
To see the list, press F10, W, Ctrl N (to clear screen)
and then type KLIST. To learn more, press <W>.
<F4> Start macro from the line the cursor is on. Press <Shift F4> Record Macro. Press <Shift F3> calculator. Use + to add and total and - to
subtract. Use / to divide and * to multiply. Use ) to
clear and ( for off. Use = or
Code (K)
Here are codes which have been entered for your
convenience:
NOTE: If Salary is used with Report 4-41, Payroll from
Time Cards, the codes used MUST be SAL or start with SL to
work properly. Do NOT use these codes for anything else
but salaries.
You may wish to enter additional information, such as G/L
#, Descrip- tion or Stub Description, in the files listed
above.
Description (K)
Stub Description (K)
G/L Account # (K)
Hours/Unit/Wage (K)
Amount/Tax (K)
The Employee file (E) can accumulate and store wage, tax,
and deduction information in up to 25 different fields.
The code entered here tells the computer in which field to
accumulate and store the information specified by this
record. Enter the code number as follows:
Hours Deduct (K)
Date and Amount (K)
Labor Type (K)
"F" when a fixed amount of the wages, each pay period, are
deducted, exempt from Federal W/H but subject to FICA,
Medicare, State & Local taxes. Use "K" when a percentage
of the wage is deducted instead of a fixed amount. "F" or
"K" are used with 401K Plans. See "401K Plan Setup". From
the (K) screen, press <Shift F1>, select Questions, and
then option K.
"M" for Material or Mileage (non-labor reimbursement). M
can also be used for a wage or deduction which is
nontaxable. Using M, the hours are not included in the
Total Hours on the Time Card Screen.
"N" for Nontaxable Deduction (such as section 125 plan
insurance deductions) not taxed by Fed.W/H, Medicare &
FICA, but taxed by State & local. "O" for nOntaxable
Deduction (section 125 plan insurance deductions) that are
exempt from Fed.W/H, Medicare, Fica, AND State W/H, but
taxed by local. For section 125 setup, see FUTA setup on
the Emloyee screen. Press F10, E, and then F1 on the FUTA
Field.
ABC JOB COSTING MODULE - Enter "1", "2", or "3", here,
when setting up Labor Categories to specify where it is to
post; to Hours 1, Hours 2 or Hours 3, on the Job Detail
file ('D). It will post to Hours 1 if this field is blank.
401K Plan Setup (K)
Use 401 as the code on the K screen. Enter the description
and stub description that you want. Enter the G/L # that
you use for labor. Enter F as Labor Type. On the right
side, enter 022 in the Amount/Tax field and enter #29 as
the Calculate #. This allows you to specify a certain
amount as 401K benefits each pay period.
If the 401K benefits are a percentage of total wages, use
a code such as K10 on the K screen. Enter the description
and stub description that you want. Enter the G/L # that
you use for labor. Enter K as Labor Type. On the right
side, enter 022 in the Amount/Tax field. Enter #23 as
Calculate#.
On the E screen of each employee that has 401K benefits,
use either 401 or K10 as one of your Cat.(Category) codes.
With 401 as the Category, enter the amount of the benefit
as a negative figure. With K10 as the Category, enter a
positive number to indicate what percentage of the total
wage is 401K benefits.
NonTax/Remark (K)
Setting Up Taxible Wage Deductions.
For example. An anuity reduces the federal and state
taxible wage. The anuity category is set up with a 019
DEDUCTION EARNING #4 in the Amount/Tax field on the K
screen. The 019 DEDUCTION EARNING #4 is subtracted from
the federal wage by entering a 19 on the K screen in the
NonTax/Rmk of the FD record. The State is set up the same
way. No other category record may have in the Amount/Tax
field a 019 DEDUCTION EARNINGS #4 or else those amounts
will also be deducted.
Calculate# (K)
The following codes determine how wages are entered on the
Paycheck Entry screen (P):
#22 VAC CR, & NON-PAY HRS Enter the number of hours
without entering a rate or amount.
#23 ENTER HR/UNIT WAGE Enter the number of hours and a
rate, so that it can multiply the number of hours
times the rate to get the amount.
#24 REGULAR HOURLY WAGE Enter the number of regular
hours. The rate loads from the first line under
EARNING/DED CODE on the Employee screen (E). The
computer multiplies hours times rate to get the wage
amount.
#25 OVERTIME HOURLY WAGE Enter the number of overtime
hours. The computer gets the rate from the the first
line under EARNING/DED CODE on the Employee file (E)
and multiplies it times 1.5 to get the overtime rate.
It then multiplies the hours times the overtime rate
to get the wage amount.
#26 COMMISION FROM SALES Entered commision sales is
multiplied by rate and divided by 100 to get wage.
#29 SALARY WAGES & DEDUCTIONS Enter the amount without
entering the number of hours or rate. This is normally
used for salaries and deductions.
The following codes determine how taxes are calculated
when a record is saved on the Paycheck Entry screen (P).
Taxible wages when calculate# is 30 or greater may be
reduced by entering deduction #s in NonTax/Rmk. Page<T>
#30 FEDERAL TAX CALCULATION If the employee is not
exempt from Federal Withholding tax, this routine
loads the proper single or married tax tables and
calculates the Federal Withholding tax to be deducted
from the employee's wages. (Deductions with N in Type
on the K file are deducted before the Federal tax is
calculated.)
#31 FICA This routine calculates FICA tax for the
employee if he has not reached the limit in the first
OVER WAGE field. (Any deductions with N in Type on the
K file are deducted before the FICA tax is
calculated.)
#32 CALCULATE TAX TABLES If the employee is not tax
exempt, this routine takes the pay for the period and
multiplies it by the number of pay periods in the year
to get the yearly pay. It then gets the # of Fed.
Dependents from the Employee screen (E) and multiplies
it by the amount entered in the Dependent Deduction
field. This amount is then subtracted from the yearly
pay. Then it scans the ANNUAL TAX TABLES for the
highest OVER WAGE amount that is less than or equal to
the adjusted yearly wage. The difference of the
adjusted yearly wage amount and the OVER WAGE is
multiplied by the TAX RATE % on that line. This amount
is then added to the AMOUNT TAX on that line to give
the yearly tax amount. The yearly tax amount is then
divided by the number of pay periods in the year,
giving the tax to be deducted for the pay.
#33 PRIVILEGE TAX This routine checks the location
specified in the Date & Amt field to see if Privilege
Tax has been deducted from the employee's wages this
year. If not, it checks to see if his YTD Wage is over
the limit entered in the first OVER WAGE field. If his
YTD wage exceeds this limit, the amount in the PLUS
AMOUNT TAX field is deducted.
#34 PAU TAX & CREDIT WEEK This routine gives one
credit week when the employee's gross pay is over
$50.00 within one week, or two credit weeks when the
employee's gross pay is over $100.00 within two weeks.
#35 AUTOMATIC VACATION CREDIT Automatically applies
vacation credits to employees based on Hire Date.
See<VACATION CREDITS>in help for Paycheck entry (P).
#39 KENTUCKY TAX TABLES This routine uses the
calculate Tax Tables routine (explained in #32 on
previous page) to calculate the tax amount. It then
gets the # of Dependents from the Employee screen (E)
and multiplies it by the amount in the State Tax
Credit field. This amount is then subtracted from the
tax amount. The difference is the amount of tax to be
deducted from the employee's pay. If the difference is
less than zero, the amount to be subtracted from the
employee's pay is zero.
#40 CALCULATE MARITAL TAX TABLES This routine uses the
tax code (usually two digits) and adds the marital
status (S or M) to it. Using that code, it loads the
proper tax file and calculates the taxes as described
in #32 CALCULATE TAX TABLES. Suppose an employee lives
in New York (state tax code NY) and is single (S in
the Status M/S, P field). The computer will combine
these two entries to calculate the employee's taxes
from the NYS tax table.
#41 CALCULATE TAX TABLES WITH OTHER DEPENDENTS This
routine, using the tax code, loads the proper tax file
and calculates the taxes as described in #32 CALCULATE
TAX TABLES, except it uses the number of OTHER
Dependents as entered in the Employee file (E).
#42 CALCULATE MARITAL TAX TABLES WITH OTHER DEPENDENTS
This routine, using the tax code, loads the proper tax
file and calulates the taxes as described in #40
CALCULATE MARITAL TAX TABLES, except it uses the
number of OTHER Dependents as entered in the Employee
file (E).
#43 CALCULATE MARITAL TAX TABLES WITH 125-PLAN TAX
DEDUCTION This routine, using the tax code, loads the
#44 MISSOURI TAX TABLES This routine, using the tax
code, loads the proper tax file and calulates the
taxes as described in #40 CALCULATE MARITAL TAX
TABLES, except for two things.
1. It uses the number of OTHER Dependents as entered in
the Employee file (E).
2. It subtracts the amount of Federal taxes from the
Employee's wages before the state tax is calculated.
State Tax Credit (K)
Burden - Amount per Hour (K)
Burden - Percent of Wage (K)
Dependent Deduction (K)
Tax Rate % (K)
Anniversary #
If you are entering an automatic vacation credits table,
use this field to enter an anniversary number on which an
employee becomes eligible for vacation. See <VACATION>
<CREDITS>in help for Paycheck entry (P).
Over Wage (K)
Taxes such as Occupational Privilege Tax are exceptions
for this field. Such taxes are deducted once a year, when
the employee's year-to-date wage exceeds a certain limit.
Enter that limit here.
FICA Tax is another exception. Enter the FICA ceiling into
this field. Remember that the Social Security part of the
FICA Tax has one ceiling and the Medicare portion of it
another.
Vacation Hours
Plus Amount Tax (K)
For taxes such as Fica and Occupational Privilege Tax,
this amount will be deducted from the employee's gross pay
once a year, when his year- to-date wage exceeds the limit
entered in the OVER WAGE field on this line.
Interval (Years)
If you are entering an automatic vacation credits table,
use this field to enter the award interval in years.
See<VACATION CREDITS>in help for Paycheck entry (P).
THE CATEGORY & TAX TABLES SCREEN'S PURPOSE
NOTE: If you are using Job Costing and not using the
optional Payroll module, this file is only used with the
Employee screen (E). Only the first 8 fields of the (K)
screen (the upper left-hand corner) are utilized in this
situation.
<Ctrl D> If you want to enter the same, or almost the same
information under a different code, type in the new code
and press
<Ctrl G> You will receive a message telling you what entry
location and field number your cursor is at. Type in the
number of the entry location you want your cursor to be
moved to and press enter, and your cursor will be moved to
that location.
Enter a code, up to three digits, you will use to
reference the wage, tax, or deduction category. It may be
letters, numerals or a combination of both. Do not begin
any codes with a zero (0) or number sign (#). These codes
are pre-entered, and are used to specify different types
of wages, taxes, deductions, and calculations.
JL JOB LABOR MI MILEAGE REIMBURSEMENT
JLO OVERTIME RT REGULAR TIME
JLP PROPRIETOR'S WITHDRAWAL OT OVERTIME
JLQ PROPRIETOR'S OVERTIME PR PIECE RATE
MA MATERIAL REIMBUSEMENT VA VACATION PAY
SL SALARY SLW SALARY + WAGES
Enter a description of the wage, tax, or
deduction.
Enter an abbreviated description of the item. This
will be used on the paycheck stub, Employee (E)
and Paycheck Entry (P) screens, and on some
reports.
Enter the general ledger account number
that has been assigned for the wage, tax,
or deduction category.
The Employee file (E) can accumulate and store hours,
units, and taxable wages in up to 15 different fields. The
code entered here tells the computer in which field to
accumulate and store the information specified by this
record. Enter the code number as follows:
026 REGULAR HOURS 033 #3 OTHER HOURS
027 OVERTIME HOURS 034 FEDERAL WITHHOLDING WAGE
028 VACATION HOURS 035 FICA WITHHOLDING WAGE
029 HOLIDAY HOURS 036 STATE WITHHOLDING WAGE
030 SICK HOURS 037 CREDIT WEEKS
031 #1 OTHER HOURS 038 LOCAL WAGE
032 #2 OTHER HOURS 039 MEDICARE WITHOLDING WAGE
040 OTHER WITHOLDING WAGE
001 REGULAR WAGE 013 LOCAL WITHHOLDING TAX
002 OVERTIME WAGE 014 MEDICARE WITHHOLDING
003 VACATION WAGE 015 OTHER WITHHOLDING TAX
004 HOLIDAY WAGE 016 DEDUCTION/EARNING #1
005 SICK PAY 017 DEDUCTION/EARNING #2
006 #1 OTHER WAGE 018 DEDUCTION/EARNING #3
007 #2 OTHER WAGE 019 DEDUCTION/EARNING #4
008 BONUS & COMMISSIONS 020 DEDUCTION/EARNING #5
009 FEDERAL WITHHOLDING TAX 021 DEDUCTION/EARNING #6
010 FICA WITHHOLDING TAX 022 DEDUCTION/EARNING #7
011 STATE WITHHOLDING TAX 023 TIPS
012 OTHER STATE WITHHOLDING TAX 024 INSURANCE
025 TEMPORARY DEDUCTION
The code you enter here tells the computer where on the
Employee file (E) to keep a running total of hours due the
employee, such as vacation or sick hours. This total is
not cleared at the end of the year. Enter any of the
following codes:
096 VACATION HOURS DUE
097 SICK HOURS DUE
098 PERSONAL HOURS DUE
099 OTHER HOURS DUE
The code you enter here tells the computer where
on the Employee file (E) to store the date and
amount of the privilege tax or other annual one-
time deduction. The following two number codes may
be used:
092 PRIVILEGE TAX DEDUCTION
094 OTHER ONE-TIME DEDUCTION
Enter "1" for wages, "D" for deductions. With "D" the
deduction is itemized on the right side of the paycheck
stub when you print checks with Report # 4-27, PRINT
PAYROLL CHECKS. Other available codes:
B for Benefits P for Piece Rate
E for Excused Hours S posts to Subcontract field
U for Unexcused Hours T Taxes Shift F1
H for Holidays V for Vacation
I for Indirect
401K Plan benefits provided to an employee are exempt from
Federal tax only. They are subject to social security,
medicare, state and local taxes.
This is an information field for entering a remark. If the
calculate# is 30 or greater, the number below for wage or
deduction may be entered separated by commas to reduce
taxible wages. Example: 5,24 remark. Page<T>
1 REGULAR WAGE 13 LOCAL WITHHOLDING TAX
2 OVERTIME WAGE 14 MEDICARE WITHHOLDING
3 VACATION WAGE 15 OTHER WITHHOLDING TAX
4 HOLIDAY WAGE 16 DEDUCTION/EARNING #1
5 SICK PAY 17 DEDUCTION/EARNING #2
6 #1 OTHER WAGE 18 DEDUCTION/EARNING #3
7 #2 OTHER WAGE 19 DEDUCTION/EARNING #4
8 BONUS & COMMISSIONS 20 DEDUCTION/EARNING #5
9 FEDERAL WITHHOLDING TAX 21 DEDUCTION/EARNING #6
10 FICA WITHHOLDING TAX 22 DEDUCTION/EARNING #7
11 STATE WITHHOLDING TAX 23 TIPS
12 OTHER STATE W/H TAX 24 INSURANCE
Category records having a Calculate# greater or equal to
#30 may make deductions to the wage before the tax is
calculated. The Wage or Deduction number listed on the
field help for the Nontax/Rmk is placed into the
Nontax/Rmk field. Multiple deductions may be entered
seperated by commas. A Remark may not start with a number
from 1 to 25 and must follow the deduction #s.
The code entered here tells the computer which routine to
use to calculate the wage or deduction amount specified by
this record. The following calculations have been
programmed into the system.
This is an information field used with
some state tax programs.
ABC JOB COSTING MODULE - Enter the amount per hour
that you have to pay out for labor overhead such
as worker's compensation, etc. When labor is
entered on the Time Card screen (T), the computer
automatically calculates the labor burden and adds
it to the labor cost. The burden is included in
the total labor cost posted to the job.
ABC JOB COSTING MODULE - Enter a percent of wages
that you have to pay out for labor overhead such
as worker's compensation, etc. When labor is
entered on the Time Card screen (T), the computer
automatically calculates the labor burden and adds
it to the labor cost. The burden is included in
the total labor cost posted to the job.
This field is used with federal taxes and some
state taxes. Before calculating taxes for an
employee, this amount may be deducted from his
yearly wage for each dependent he claims.
Enter the percent that is to be used to calculate the tax
specified by this record. For example, enter 15.00 for
15%.
The tax will be calculated on any wage that is more than
the amount entered here and less than the amount entered
in the OVER WAGE field on the next line. If there is
nothing entered here, the tax will be calculated on any
wage that is less than the amount entered in the OVER WAGE
field on the next line.
If you are entering an automatic vacation credits table,
use this field to enter the number of vacation hours to
be credited. See<VACATION CREDITS>in help for Paycheck
entry (P).
After the tax amount has been calculated using the TAX
RATE % and OVER WAGE fields, that amount will be added to
the amount entered in this field. The total will be
deducted from the employee's gross pay.
This file is used to define the various wage categories,
tax withholdings, and deductions used in the payroll
system, and to accumulate hours and wages or other amounts
from the paychecks. Any category used on the other payroll
screens--Employee screen (E), Employer Setup screen (F) or
Paycheck Entry screen (P)--must be defined on this screen
before they can be used.