Posting a new tax line to payroll

[jimmcdono]

I am new to this group with this post. I am system administrator, using online PowerChurch on a PC System 7. We do not do the payroll but of course must account for it on the books. I have a long term employee who has need to add a new tax item (Local school tax). The payroll firm has added the deduction and informed us of the amount. I have added an accounting line for this item. When I get to the prompt in payroll "add a line", it will not allow me to add one. Can anyone help me?

Jim

[NeilZ]

I am new to this group with this post. I am system administrator, using online PowerChurch on a PC System 7. We do not do the payroll but of course must account for it on the books. I have a long term employee who has need to add a new tax item (Local school tax). The payroll firm has added the deduction and informed us of the amount. I have added an accounting line for this item. When I get to the prompt in payroll "add a line", it will not allow me to add one. Can anyone help me?

Jim

Jim,

first off ... does the payroll firm do everything? That is, figure the checks, pay the taxes, fill out the 941, write out the W-2, and so on?

If so, what do they send you to update your Funds Accounting ?? Additionally, you say you get to a prompt to 'add a line', exactly what function are you at in Payroll ??

[jimmcdono]

Thank you for your response,
Yes the company does it all and informs us of the numbers. We post those to the proper accounts. I do not do the posting unless there is a problem. We have an admin that makes those entry's. She called me and said that one of our long term employees needed to add a tax line for Local School Tax. She had informed the payroll company and they had made the proper deduction and informed us of the amount. She went to a template in Process Payroll and attempted to add a line to the transaction. I had added a line for the new tax to be posted in Fund Accounting. I go to Current Employees. Enter proper salary numbers for each.
When I then go to the verify Payroll page and select an employee and click on details. There is a box for add item. When I select it the information provided is no help. I am looking at the Check Details page for an employee and need there to be a line for local school tax. This is where I am stuck. Any help you could provide would be greatly appreciated.
Jim

[NeilZ]

Thank you for your response,
Yes the company does it all and informs us of the numbers. We post those to the proper accounts. I do not do the posting unless there is a problem. We have an admin that makes those entry's. She called me and said that one of our long term employees needed to add a tax line for Local School Tax. She had informed the payroll company and they had made the proper deduction and informed us of the amount. She went to a template in Process Payroll and attempted to add a line to the transaction. I had added a line for the new tax to be posted in Fund Accounting. I go to Current Employees. Enter proper salary numbers for each.
When I then go to the verify Payroll page and select an employee and click on details. There is a box for add item. When I select it the information provided is no help. I am looking at the Check Details page for an employee and need there to be a line for local school tax. This is where I am stuck. Any help you could provide would be greatly appreciated.
Jim

Jim,

FWIW ... if the payroll company does it all, you can really bypass using the Payroll module to post these amounts, by directly entering the transaction into Funds Accounting. You can setup a repeating transaction for each employee under the Funds Accounting module to handle this.

However, since your process is to do this through the Payroll Module, here's the issue: you're missing a step.

Before you can add an item, you have to create a few things:

1. A new tax type. If you don't have a tax type of School Tax setup, you may need to add this
2. A new tax table. You should be able to use the Generic:Flat Percentage type of table for this.
3. A new Tax Deduction Item Description. Here you would set the Funds Account to use, along with set the tax table you created.
4. Now you can add the new item to the employee under the Maintain List of Employee. Since you're going to be entering precalculated amounts, you would then edit the item, and select <Manual Amount> from the dropdown under Tax Table.

For details on how to do this, I suggest using the Powerchurch manual, or press the <F1> key at any time while in the program.

[jimmcdono]

Neil,

Thank you so much for your help. I was able to get the line added per your instructions. I do understand your other point about just entering the data directly from the payroll report.

Jim