The Paychecks (P) screen is used for paycheck entry and processing. Among other helps found in this chapter are some concerning federal and state payroll requirements.
Helps Accessed From the Paychecks (P) Screen
Ctrl+N—clears the screen, without saving or un-saving the current record, and sets the reference number to the next available number.
F5—exits lookup.
F6—opens lookup.
F9—saves record.
Shift+F9—deletes record.
F10—goes to the Selection Screen.
Shift+F10—goes to the Menu Bar.
Esc—exits one level.
Alt+F4—exits ABC.
Alt+B—searches Back for previous paycheck for employee.
Alt+F—searches Forward for next paycheck for employee.
Alt+N—loads Next employee.
Alt+P—loads Previous employee.
F7—opens/loads previous record.
F8—opens/loads next record.
Edit Help (P)
Ctrl+A—Adds a blank line at the cursor. (Used only on repeating fields).
Ctrl+C—Copies text. Place your cursor on the field that contains the text you wish to copy and press Ctrl+C. Then move your cursor to the field you want your information copied to and use the paste (Ctrl+V) function.
Ctrl+E—Erases the line at the cursor. (Used only on repeating fields).
Ctrl+V—pastes text. Any text that has been copied (with Ctrl+C) or cut (with Ctrl+X) may be pasted into any other field by using the Ctrl+V function. Simply place your cursor in the field you want to copy the information to and press Ctrl+V.
Ctrl+X—cuts text. Place your cursor on the field you want the text removed from and press Ctrl+X. The text will disappear. If you want to replace this text in another field, simply move your cursor to that field and use the paste (Ctrl+V) function.
Ctrl+Z—Zap! Undoes latest changes to the line the cursor is on.
Home—places the cursor at the beginning of the field.
End—moves the cursor to the end of a field.
Page Up—moves the cursor up one screen at a time when the cursor is in the repeating fields. Anywhere else on the screen, it places the cursor on the top line of the repeating fields.
Page Down—moves the cursor down one screen at a time when the cursor is in the repeating fields or to the next available line.
Shift+Up arrow—moves cursor to first line on repeating fields.
Shift+Down arrow—moves cursor to next available line on repeating fields.
Tools Help (P)
Ctrl+G—Gets or jumps to the address of a certain field. When you press Ctrl+G, a message box appears telling you the address of the field your cursor is on. You are also given opportunity to jump to another address. Enter the location number of the field you want to jump to, or enter F and the field number of the field you want to jump to.
Ctrl+J—accesses a Journal to record anything that you want to remember about this purchase order. To see previous notes, press Ctrl+J. When you are done, press F9. The notes will be saved with the date and time.
Ctrl+K—accesses a second journal. It is similar to the Ctrl+J journal, but saves your notes with only the date.
Ctrl+W—puts the reference # on a Word Processor list. To see the list, enter OLABELS as your code on the W screen. Ctrl+W
Alt+A—prevents recalculation. When you use F9 to save a record, automatic deductions (such as Federal Withholding Tax) will be recalculated regardless of what was entered on the screen.
NOTE: Alt+A should NOT be used when changing wages because the withholding taxes must be recalculated to reflect the wage change.
Shift+F3—brings up an accountant's* calculator when your press it the first time. The second time you press it, the final calculations showing are entered into the field the cursor was on.
+ adds or totals - subtracts / divides
* multiplies ) clears ( exits calculator
= totals or equals
*If you are not familiar with an accountant’s calculator, you may want to take a little time to familiarize yourself with the differences in usage here. Figures are entered as positive or negative: i.e. 100+50-75= would be entered as 100+; 50+; 75- The answer calculates each time you press the positive or negative sign. The = sign or Enter key seldom need be used unless you are multiplying or dividing.
This is the paycheck number and should match the number on the check the employee receives. Numbers are generated sequentially, but may be changed if for some reason you need to skip check numbers.
If there is a ledger specified in the Payroll & A/P Ledger # field on the Company Setup (#) screen, both the Accounts Payable and Payroll are paid from this checkbook or ledger. Therefore, the paycheck numbers may not be sequential, since checks to vendors are written between payroll periods.
If no ledger is specified on the Company Setup (#) screen, the payroll checks are numbered in sequential order, independently of the Accounts Payable check numbers.
(Note that the number entered into the Payroll & A/P Ledger # field is the ledger number which appears when accessing the Ledgers Select (-) screen and not the Chart of Accounts account number for the checking account.)
Enter the last day of the pay period covered by this check. This date is for information purposes, appearing on the paycheck stub and on some payroll reports.
Enter the date of payment. This is the date that appears on the check when printing paychecks with Report # 4-27, PRINT PAYROLL CHECKS.
This date determines when employee information is posted and rolled. Posting and rolling takes place on a per employee basis, when the first paycheck is entered in a new quarter for him.
After an employee's records have been posted and rolled, prior payroll reports cannot be obtained for him. Therefore, it is important that the End-of-quarter procedures are followed and all Quarter End reports are printed before entering the first paycheck in a new quarter.
When entering the first paycheck in a quarter, you will be prompted with the following message: "Are all Quarter End Reports Printed? Enter Password." Enter PASS only if this has been done.
When entering the first paycheck of the year you will be prompted with the following message: "Are all year end reports and W-2 forms printed? Enter Password." Enter PASS only if this has been done.
This code references the Employee (E) screen. Enter the code which you assigned on the Employee screen, and the employee's name, wage categories, rates, and deductions will be loaded. Use the F6 Lookup to search for a code.
The Wage and Deduction Category Codes which appear in this section of the screen are loaded from the defaults which are set on the Employee (E) screen.
These defaults may be changed here manually. Any changes which you enter here will only apply to this one paycheck.
To enter wages or deductions which you did not establish on the Employee screen, enter the codes that are set up on the Category & Tax Tables (K) screen for those wages or deductions.
The rate will load from the first line of the Wage/Deduction information entered on the Employee screen.
If the Wage Category on the line on which you are entering calculates on the basis of hourly wages, enter the total number of hours that apply to the category and rate. If the line on which you are entering indicates piece rate wages, enter the number of pieces.
If you already calculated your payroll by pressing the F9 key, the tax withholdings and other deductions are also printed on this part of the screen. If the category on this line is an automatic tax deduction, the amount in this field is the taxable wage.
This loads from the Employee (E) screen (for hourly wages, piece rate wages, etc.) when the employee code is entered. You may change this rate here, but the new rate will only affect the current paycheck. If you wish to change the rate permanently, change it on the Employee screen.
If no rate is entered on the Employee screen, you may enter the rate manually.
The wage calculates automatically when an hourly or piece rate type pay is used. If the employee receives a salary, this loads from the Employee (E) screen, but may be changed here if necessary. Deductions that are set up on the Employee screen show in this field as a negative amount.
Balancing Payroll
This procedure should be followed with each payroll, so that if any problems occur, they will be detected immediately.
If you do payroll for more than one classification of employees, you will need to balance each classification separately. The reports referred to in this section must all be printed for the employee classification you are currently balancing. Otherwise, your payroll will appear to be out of balance.
1. Make sure all paychecks for the current payroll are entered.
2. Print Report 4-26, PAYCHECK SUMMARY. When the prompt “Enter Employee Code or Enter” appears, press Enter to print all employees.
You will then be given the option to specify whether you want the report printed for a certain class of employees, or for all employees.
a. If you are doing payroll for only a certain class of employees, enter the classification.
b. If the payroll covers all employees, simply press Enter.
3. Scan the report for accuracy. Make any necessary changes on the Paycheck Entry (P) screen.
NOTE: Changes may not be made after paychecks are printed.
4. If you made any changes on the Paycheck Entry (P) screen, reprint Report # 4-26.
5. The Year-to-date NET PAY total from the last Paycheck summary plus the NET PAY total from this report should equal the Year-to-date NET PAY total on this report.
If the reports do not balance with each other, check the following:
6. When you have an accurate Paycheck Summary report, place it in your permanent file.
7. Print paychecks with Report # 4-27, PRINT PAYROLL CHECKS.
8. The Payroll screen is now ready to begin the new payroll period.
Entering Initial Employee Balances (P)
When first setting up payroll from a manual system, you will probably find that the computer's calculations for the withholding taxes are slightly different than your manual calculations. It is best, at this point, to contact your ABC Accounting representative, so that all your setup information can be entered properly.
Enter the employee's wage information and press F9. The computer will calculate the withholding taxes and the NET AMOUNT and display them on the screen. Instead of pressing Enter to save the paycheck, use the arrow keys to move the cursor to the WAGE/DED(-) field for the automatic taxes that need to be changed. Change them to agree with your manual tax calculations.
NOTE: Normally the taxable wage amounts do not need to be adjusted. Changing these could cause an error when printing the employee's W-2 form at the end of the year. After adjusting the withholding taxes, press Alt+A. The computer will recalculate the NET AMOUNT, but not the automatic withholding taxes. If the information is correct, press Enter to save the paycheck.
WARNING: Do NOT use Alt+A to adjust wages. Alt+A should only be used to adjust the automatic withholding taxes when first setting up the payroll system.
Federal Payroll Requirements (P)
Federal Payroll requirements are found on the Circular E Employer’s Tax Guide. The main categories covered are as follows.
SOCIAL SECUTITY
MEDICARE
FEDERAL WITHOLDING
FUTA
Contact your accountant for further information.
Call your ABC Accounting representative if you want a yearly tax requirement update letter mailed to you.
Forms 940 and 941 can be ordered by calling 1-800-TAX-FORM.
Payroll Procedures Using Time Cards (P)
1. Employees are set up on the E screen.
a. Make sure that the Status M/P, the Pay Period, and the Pay Date (the previous pay period) fields have been completed.
b. Wage categories and rates are set at the bottom of the E screen.
c. Commonly used wage categories are JL for Job Labor, JLO for Job Labor Overtime, RT for Regular Time, OT for Overtime, HP for Holiday Pay, VP for Vacation Pay, SP for Sick Pay and SL for Salary.
2. Next go to the Time Card Entry (T) screen.
a. Enter the Employee's Name, the ending Date and the total number of hours (including overtime, vacation and holiday hours).
b. Below, enter the job #, job class (if desired), the code for the equipment or labor, and the number of hours for that line.
c. Use as many lines as needed.
3. Run Report # 4-41, PAYROLL FROM TIME CARDS.
a. Press Enter until you get to Period End Date.
b. Enter the correct date.
c. Press S for Screen.
d. Choose the correct letter for your pay period, (W,B,M,T,Q,S,Y).
e. Make sure you have the correct starting check #. (Type in the correct number if necessary.)
4. To view the payroll checks calculated from the time cards, press F10 and then go to the Paycheck Entry (P) screen. Use the F7 and F8 keys to scroll through the calculated records for each employee.
5. Run Report # 4-26, PAY CHECK SUMMARY.
a. Use the check numbers from the P screen.
b. Review the report, make sure the hours are reasonable and no one has been missed.
c. As a final accuracy test, make sure the Year-to-date net pay (on the bottom line) from your previous PAY CHECK SUMMARY, plus the net pay on the current PAY CHECK SUMMARY (on the 3rd line from the bottom) equals the Year-to-date net pay (on the bottom line) on the current report.
1. Run Report # 4-27, PRINT PAYROLL CHECKS. (If printing stubs only, 3 per sheet are printed on the traditional perforated paper style checks.)
2. Run Report # 4-39, PAYROLL CATEGORY & POSTING REPORT, to post the checks to the General Ledger.
If you are running this report on your computer screen instead of the printer, BE SURE to press Enter until you are back at the G/L & Payroll Reports (4) screen. This affects the way the payroll data is posted.
Payroll Procedures—Not Using Time Cards (P)
1. Employees are set up on the E screen.
a. Make sure that the Status M/P, the Pay Period and Pay date (the previous pay period) fields have been completed.
b. Wage categories and rates are set at the bottom of the E screen.
c. Commonly used wage categories are JL for Job Labor, JLO for Job Labor Overtime, RT for Regular Time, OT for Overtime, HP for Holiday Pay, VP for Vacation Pay, SP for Sick Pay and SL for Salary.
2. Next go to the Paycheck Entry (P) screen.
a. Type the Period End date, the last day in the period that you are paying and press Enter.
b. Type the Pay Date. Press Enter.
c. Type the code of the Employee who the check is for and press Enter.
d. The employee's name, labor categories and wage rates will be loaded.
e. Enter the number of hours for each category of wage.
f. Press F9.
g. This calculates the withholding tax and enters the net amount of the pay check near the top right corner of the screen.
3. Run Report # 4-26, PAY CHECK SUMMARY.
a. Use the check numbers from the P screen.
b. Review the report, make sure the hours are reasonable and no
one has been missed.
c. As a final accuracy test, make sure the Year to Date net pay (on the bottom line) from your previous PAY CHECK SUMMARY, plus the net pay on the current PAY CHECK SUMMARY (on the 3rd line from the bottom) equals the Year-to-date net pay (on the bottom line) on the current report.
1. Run Report # 4-27, PRINT PAYROLL CHECKS, to print the payroll checks. (If printing stubs only, 3 per sheet are printed on the traditional perforated paper style checks.)
2. Run Report # 4-39, PAYROLL CATEGORY & POSTING REPORT, to post the checks to the General Ledger.
If you are running this report on your computer screen instead of the printer, BE SURE to press Enter until you are back at the G/L & Payroll Reports (4) screen. This effects the way the payroll data is posted.
State Payroll Requirements (P)
PA STATE REQUIREMENTS—Use Form UC2A to file the PA State Unemployment Taxes. This is done quarterly by April 30, July 31, October 31, January 31.
Use Form PA501/W3 to file the PA Withholding Taxes by April 30, July 31, October 31 and January 31.
PA COUNTIES—Most PA counties also have quarterly payroll forms which are due on the same dates as the state quarterly forms.
OTHER STATES—Most states collect payroll tax. This varies greatly from state to state. Ask your accountant for what the requirements are in your state. See your ABC dealer for help in setting up the correct tax tables for your state.
OTHER LOCALITIES—Many states do not collect a local or county payroll tax. Sometimes this is included in the state payroll tax. Ask your accountant for what the requirements are in your locality. Your ABC dealer can help you in setting it up.
End-of-Quarter Procedures
Employee reports for the prior quarter cannot be obtained after a paycheck has been entered in the new quarter. Therefore, it is IMPORTANT that End-of-quarter procedures are followed after the last pay in a quarter, and before the first pay in a new quarter.
1. Make sure all paychecks for the quarter have been entered.
2. Print Report # 4-30, QUARTER PAYROLL REPORT.
a. Compare Total Wage with Quarter-to-date (Report # 4-26) for the quarter. The two totals should be equal. This will confirm that the total is accurate, since you have been manually checking the Year to Date NET PAY totals on the Paycheck Summary report every pay.
b. You may want to print several extra copies of this report to send in with your quarterly payroll tax returns.
3. Print Report # 4-31, EMPLOYEE QTD SUMMARY. The totals should equal the QTR to Date totals on the last Paycheck Summary for the quarter.
4. Print Report # 4-32, EMPLOYEE YTD SUMMARY. The totals should equal the Year to Date totals on the last Paycheck Summary for the quarter.
5. Keep the Quarter Payroll Report, Employee QTD Summary, and Employee YTD Summary in a permanent file.
6. The payroll system is now ready for the next quarter's entries.
Payroll Accounting Tips (P)
A. Payroll Overpayments (without Job Costing)
If you discover that you were overpaying an employee, and you want to deduct an amount from his paycheck each pay period, over a period of time, to make up the difference; here's how.
1. Find out how much in gross wages he was overpaid and how much was withheld in the various categories of withholding taxes. Use Report # 4-40 and sort by employee to find total wages and deductions for the time period.
2. Set up a Payroll Overpayment Reversal account on the G screen. (ABC's standard Payroll Overpayment Reversal account # is 139.)
3. Set up an Overpayment Reversal Category on the K screen.
a. Use OPR as the code.
b. Use the G/L # set up in step 2.Use 022 in the Amount/Tax field.
c. Enter #29 in the Calculate # field.
4. Set up an Overpayment Category on the K screen.
a. Use JOP as the code.
b. Use your regular Labor G/L Account #. (ABC's standard # is 6850.)Use 001 in the Amount/Tax field.
c. Enter #29 in the Calculate# field.
5. On the P screen, enter the employee's code.
6. On the first Category Description line,
a. enter JOP as the code
b. and enter the gross overpayment as a negative.
7. On the 2nd line enter OPR as the code but leave the rest of the line blank.
8. Press F9 to save. This causes Withholding Codes to display on the screen. Make sure the gross overpayment amount is listed as a negative number with each deduction category.
9. Enter the actual amounts that were withheld as positive figures.
10. Use Alt+A to calculate. This displays a negative check amount.
11. Put the same amount on the 2nd line with OPR as the code, but type it in as a positive number.
12. Use Alt+A again. The check amount should be blank and the message should prompt you to press Enter to save.
13. On the E screen, use the code OPR on FLD# 22 as the DED/ADV CODE.
14. In the PAY DED field, enter as a positive figure the amount you want to deduct from each paycheck to recover the overpayment.
15. In the TOT AMT field, enter the total amount of the overpayment to be recovered. The amount you chose to deduct in the PAY DED field will be taken from each paycheck until this total has been reached.
B. Payroll Overpayments (with Job Costing)
To correct job cost amounts because of overpayment, do all the steps described above; then the following:
Note that any documentation referring to the Job Costing Module (Material, Job, or Job Detail screens) does not apply to most users. It is a custom feature.
Small Overpayments That Can Be Corrected in One Payroll Period
1. If you use time cards
a. At the bottom of the time card, after you entered the hours for the current period, enter the Item # and the Job # which were overpaid.
b. Enter a negative 1 in the Total Hours field and change the rate to the amount of overpayment.
c. On the next line enter the same Item # and Job #. Enter a positive 1 in the Total Hours field and blank out the rate.
d. Use F9 to save.
e. Continue with the payroll as normal.
2. If you do not use time cards
a. On the Paycheck Entry (P) screen after you enter the current number of regular and overtime hours, use the regular category code on the blank line.
b. Enter a negative 1 in the Hrs/Taxable Wage column at the bottom of the screen and in the Rate column enter the amount of overpayment deduction.
c. On the next line use the same category code, put a positive 1 in the Hrs/Taxable Wage column and blank out the Rate column.
d. Use F9 to save.
e. Continue with payroll as normal.
Reimbursements and Other Additions to the Paycheck
1. If you wish to add mileage reimbursement, rent or other amounts to an employee's paycheck; enter them on the time card.
a. On the Category Tax Tables (K) screen, set up a category for such payments. You may want to use something like MR for Mileage Reimbursement. Use M in the Labor Type field, 025 in the Amount/Tax field and #23 in the Calculate # field.
b. Set up an item on the Inventory (I) screen with MR in the Labor Category field.
c. On the time card, use the item code from Step # 1-b. You may enter a quantity of 1 in the Total Hours column and the total amount of the non-wage payment in the Rate column. Or you may enter the number of miles being reimbursed and the rate. The total amount is calculated when you press F9.
OR
2. You can add such payments directly to the paycheck on the Paycheck Entry (P) screen.
a. First follow the steps given in Step # 1-a above.
b. On the Employee (E) screen, enter MR just below the line(s) where the wages are entered. Enter the rate per mile, in the Rate/Wage/Deduction Amount field.
c. On the Paycheck Entry (P) screen enter the total miles on the MR line.
d. When you press F9, this is added to the paycheck amount but NOT included in taxable wages.
A wage attachment is used when money must be deducted from an employee's paycheck (such as alimony) to be sent to the court.
1. Go to the Tax and Wage Tables (K) screen.
a. Enter WA as the code and Wage Attachment as the description.
b. Enter Wage Attach in the Stub Description field.
c. Enter the Wage G/L Account number.
d. Enter D in Labor Type.
e. On the right-hand side, enter 016 in the Amount/Tax, Ded(uction) field and #29 in the Calculate # field. Leave the other fields blank.
f. Press F9 to save.
2. Go to the Employees (E) screen.
a. Enter WA on line 16 of the Fld# Ded(uction)/ Adv(ance) Code field.
Notice that the 016 you entered in the Amount/Tax Ded(uction) field of the Tax and Wage Tables (K) screen corresponds to line 16 on the Employees (E) screen. Similarly, if you had entered 017 in the Tax and Wage Tables (K) screen, you would need to enter the WA code on line 17 of the Employees (E) screen.
b. Enter the amount to be deducted each pay period in the Paycheck Deduction (PAY DED) field.
c. Enter the total amount that will be deducted from the employee's paychecks in the Tot(al) Amount field.
d. Press F9 to save.
3. Make a second record on the Employees (E) screen.
a. Enter the code for and name of the courthouse that is receiving the money deducted from the employee's wages.
b. Enter the address the check will be sent to.
c. Enter P in the Status M/S, P field.
d. Enter the same code in the Pay Period field as is in the employee's Pay Period field.
e. Follow all the steps in step 2 above.
Setting Up Other Deductions or Advances
1. Other deductions can be entered following the above pattern. An example of other deductions would be employee debts owed to the company.
2. Advances follow similar steps, except they are entered as a negative figure.
3. If deductions or advances are not a set amount but are to be continued for an indefinite period of time, do not enter any amount in the Total Amount field on the Employee (E) screen.
A Warning
Deduction accumulations are zeroed at the end of each year. Therefore, at the end of each year, this field must be changed to reflect only the amount that still needs to be deducted. Lines with the total amount deducted will need to be deleted.
Setting Up a Deduction That Reduces the Gross Pay That Other Deductions Calculate
For instance, if Tom earns $25,000 and puts $250 into a health benefit plan offered by his company, he may be able to deduct that $250 from the amount he records on his Federal Income tax return and his State Income tax return, but not on his county tax return. By entering a 9 and 11 (separated by commas) in the Remark field on the Tax and Wage Tables (K) screen, the W2 that is printed out will show earnings of $24,750 federal and state wage boxes but $25,000 in the local wage box. The F1 Help gives you a number of options to choose from. Numbers 9-15 are most commonly used for this field.
Vacation Credits (P)
Vacation due an employee can be entered manually each year or as desired. You can track other benefit hours such as sick pay in the same way. There is also an option to apply vacation credits to employees automatically. We'll discuss the manual method first, then the automatic.
Manually Entering Vacation Credits
You can enter vacation credits on an employee's paycheck at any time. If vacation is based on an employee's hire anniversary, you would enter the credit on the first paycheck after the hire date.
On the paycheck entry screen, after entering the hours and rates as normal, enter the vacation credit code (typically VCR), then enter the number of vacation hours due, with a minus sign (-). For example, if you're crediting two weeks' vacation (ten 8-hour days), enter -80.00.
The number of vacation hours due the employee will appear on each pay stub until the hours are used up. This balance does not clear at the end of the calendar year, but carries into the next year.
To pay vacation wages, enter the vacation pay code (typically VP) on a paycheck, and the number of hours for which to pay the employee. These hours are deducted from however many hours remain in that employees Vacation Pay for the year.
You can track sick hours due the same way by using codes for sick hours credit and sick pay (typically SCR and SP).
Vacation for a Salaried Employee
Enter vacation credits for a salaried employee just as you would for an hourly employee. Enter the vacation code as normal, the number of vacation hours, and an appropriate hourly rate. If you are paying some salary in addition to the vacation, enter the additional amount on the line where the salary normally appears.
For example, an employee has a weekly salary of $1,000, and you want to pay them $1,000 for a week's vacation. Clear the normal salary line. Enter the vacation code (VP), 40.00 hours, and a rate of 25.00.
Suppose you are paying 3 days' vacation plus 2 days' salary. Enter $400 (2 days) on the normal salary line, then enter vacation pay on the next line as 24.00 hours (3 days) at $25.00 per hour.
Automatic Vacation Credits
A uniform method of awarding vacation makes it possible to apply vacation credits automatically. These credits are awarded at intervals based on an employee's Hire date.
Whenever an employee reaches the next date that entitles him to more vacation credits, those credits are shown on his paycheck.
1. Set up an automatic vacation credit category on the K screen.
a. Type AVC as the code.
b. For a G/L #, you can use a suspense or transfer account since there are only hours included in this category.
c. Enter 028 for the Hours/Unit/Wage field.096 for Hours/Deduct.
d. Use #35 for the Calculate #.
2. A heading appears for the Automatic Vacation Credits Table. This table has the following fields: Anniversary #, Vacation Hours, and Interval (Years).
a. Enter the table, as shown in the example below.
b. Save the record.
3. Go to the Payroll Setup ('E) screen.
a. In Automatic Vacation Credit, enter the AVC code.
b. Save the record. This enables automatic vacation credits.
4. To pay out vacation wages, follow the procedures described above for the manual credits method.
5. You can also adjust vacation credits manually (using the VCR category) as described above. Use a negative number of hours to increase vacation credit, or a positive number to decrease it.
6. To disable automatic vacation credits for an employee (such as a part-time employee), enter N in Automatic Vacation Credits Y/N on the Employee (E) screen.
7. To disable automatic vacation credits entirely, clear Automatic Vacation Credit on the Payroll Setup ('E) screen.
Automatic Vacation Credits Table Example
Suppose an employee gets 7 days vacation (56 hours) each year after 2 years, then 10 days (80 hours) after 5 years, and an extra day (8 hours) each year after that until 20 years, when it levels off at 25 days per year. You would enter the chart as follows.
Note: If Interval is specified and the following Anniversary # is blank, the following Vacation Hours is the amount to add at each interval.
ANNIVERSARY# VACATION HOURS INTERVAL (YR)
2.00 56.00 1.00
5.00 80.00 1.00
8.00
20.00 200.00 1.00
Calculating the Withholding Taxes (P)
On the Paycheck Entry (P) screen.
After the employee's wages and deductions have been entered, press F9.
Net Amount and withholding taxes are automatically calculated and displayed.
If the information is correct, press Enter to save the paycheck.
End-of-Year Procedures
1. Follow the End-of-quarter procedures.
2. Any figures entered in the TOT AMT column in Section 2 of the Employee (E) screen need to be changed to reflect the amount that still needs to be deducted.
These deduction accumulations are zeroed at the end of the year. If they are not changed to reflect the remaining balance, the deduction accumulations will start back at zero.