User Support Forum

I am no longer writing checks for the church but will probably get stuck with preparing W2s. There were a couple of checks written to our pastor earlier this year that need to be included as income. i was trying to figure out a way that they would be included in our payroll report used to create W2s.
(1) Since the checks have already been issued through Accounts Payable, could I create a transaction in Payroll module and only post it to Payroll?

(2) If I do it as stated above, can I just create a miscellaneous pay category? and do i have to attach the new pay item to an expense account? I was hoping since I'm not going to post to Fund Acct that it wouldn't matter. The FA entry already has the proper accounts for tracking the expense.

thanks for your help!
Debbie

debbieg wrote:I am no longer writing checks for the church but will probably get stuck with preparing W2s. There were a couple of checks written to our pastor earlier this year that need to be included as income. i was trying to figure out a way that they would be included in our payroll report used to create W2s.
(1) Since the checks have already been issued through Accounts Payable, could I create a transaction in Payroll module and only post it to Payroll?

(2) If I do it as stated above, can I just create a miscellaneous pay category? and do i have to attach the new pay item to an expense account? I was hoping since I'm not going to post to Fund Acct that it wouldn't matter. The FA entry already has the proper accounts for tracking the expense.

thanks for your help!
Debbie

Debbie:

1. Perfectly acceptable way of doing this.
2. Create the Pay Item as Income, with a item number outside the normal range. You can add the expense account as the one originally used to pay the checks so you have some audit trail in Payroll.

Add the item to the Pastor under the maintain employees, process payroll with only him selected, and use the last date a check was issued, and select the suppress specific items from being processed.

Then go through the normal processing, deselect every pay item except the one you just created and any tax items for taxes that may have been paid out of those checks, then get to the Verify Payroll screen, double click on the pastor, edit the income item to reflect the gross amount (if you had to pay taxes), then edit the tax items and change them to manual amount so you can enter the exact amount that was withheld. The check amount then listed should show the amount that was actually paid to the pastor.

Click on Finish, and elect to print stubs only. Then post to Payroll only, and this new data will be available for the W-2s.

Thanks Neil. I was hoping I could do it that way.
debbie