Payroll - managing exemptions and deductions

[UUTerry]

I'm setting up a new installation using PC10.4 in California.

When I look in the on-line information about how to set up the payroll exemptions and dedicutions for CA, https://www.powerchurch.com/support/kb/ ... .php?id=96 I see a tab for Deduction and Exemption Information in the "Maintain Tax Tables" window.

However, when I open the Maintain Tax Tables window, I don't have a tabbed window, only a window where I can complete the Annual Rate Table.

When I look at the Employee Pay Items for either the State or the federal income tax item, I have an opportunity to fill in an Exempt/Year field for which the help screen now says:
"Exempt/Year. Enter the amount to be deducted from the gross income before calculating the tax amount. For each federal or state withholding pay item, enter the yearly total amount of withholding allowance and standard deduction for the employee.

For example, in 2005 the yearly federal exemption was $3,300 for employees who claim one withholding allowance on their W-4. If an employee claimed two withholding allowances, you would enter $6,600 in the Exempt/Year field."

The example doesn't say anything about the standard deduction, just exemptions.

Am I correct that I now have to take the number of allowances reported by the employee on their W4, multiply it by the standard exemption amount, add the standard deduction and put that amount in the Exempt/Year field for each tax table for each employee?

It would be a lot easier to fill it in once on a tax table entry and then enter the number of allowances from the W4, wouldn't it? Has the "Deduction and Exemption" tab been removed?

Terry

[NeilZ]

Terry,

the example given is for Powerchurch Version 11, which is now shipping. However, for version 10.4, you may get some ideas from this thread:

http://www.powerchurch.com/forum/viewto ... f=3&t=3157

Hope this helps.

[UUTerry]

Thanks.

All the information helped a little bit.

I finally figured out that the picutres were for V 11 - too bad they weren't labeled as such.

We''ve ordered the upgrade to V 11 primarliy for the improvements in the payroll features.

Terry