Contents of the Recompute Taxable Wages Screen
Use the fields and options to configure the Recompute Taxable Wages screen.
Identification
Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.
You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options, if there are any, are also included in the saved parameter ID. You can change any of the associated selection defaults as necessary.
| Field | Description |
|---|---|
| Parameter ID |
Enter, or click
When you save your record, all the selections made on the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query. You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display on the screen, you can override the defaults. |
| Description |
Enter, or click
|
to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made on the screen, such as PERIOD or QUARTERLY.
Selection Ranges
Use this group box to enter the taxable entity, payroll year, employees, and check dates for the Employee Earnings table records for which you want to recompute taxable wages.
Taxable Entity
| Field | Description |
|---|---|
| Option |
This field always displays One. |
| Start |
Enter, or click
|
to select, the taxable entity ID for which you wish to recompute taxable wages. Establish taxable entity information on the Configure Company Information screen.
Payroll Year
| Field | Description |
|---|---|
| Option |
This field always displays One. |
| Start |
Enter the payroll year for which you wish to recompute taxable wages. |
Employee
Use this group box to select the range of employees to include when recomputing taxable wages.
| Field | Description |
|---|---|
| Option |
This drop-down list provides the following employee range selections:
If you select All, the Start and End fields are disabled; if you select One, the End field is disabled; if you select From Beginning, the Start field is disabled; and if you select To End, the End field is disabled. |
| Start |
If your range selection is
One,
Range, or
To End, enter the employee ID with which you wish to start. You can also click
|
| End |
If your range selection is
Range or
From Beginning, enter the employee ID with which you wish to end. You can also click
|
Check Date
Use the fields in this group box to select the range of check dates to include when recomputing taxable wages.
| Field | Description |
|---|---|
| Option |
This drop-down box provides the following date range selections:
If you select All, the Start and End fields are disabled; if you select One, the End field is disabled; if you select From Beginning, the Start field is disabled; and if you select To End, the End field is disabled. |
| Start |
If your range selection is
One,
Range, or
To End, enter, or click
|
| End |
If your range selection is
Range or
From Beginning, enter, or click
|
to select, the check date with which you wish to start.
Sort By
| Field | Description |
|---|---|
| 1st Sort |
Use this drop-down list to select the primary sort option for printing the report. Valid options are:
|
| 2nd Sort |
Use this drop-down list to select the secondary sort option for printing the report. Valid options are:
|
Options
Tax Types
Use this group box to select the taxable wages that you wish to have recomputed and corrected. The default for all the check boxes in this group box is selected (all taxable wages are included in the recompute process).
| Field | Description |
|---|---|
| Federal |
Select this check box to make federal wages eligible for recomputing. If you select this check box but not the corresponding check box in the Apply Employee's Current Taxability group box, the program calculates the employee's Federal Taxable Wages based on the taxability of the Employee Earnings table's pay types and deductions, regardless of the employee's taxability status as set up on the Manage Employee Taxes screen. If you select this check box and the corresponding check box in the Apply Employee's Current Taxability group box, the program calculates the employee's Federal Taxable Wages based on the taxability of the Employee Earnings table's pay types, deductions, and the taxability status as set up on the Manage Employee Taxes screen. Regardless of the options selected, only Federal Taxable Wages of "$0.00" or greater are recomputed (negative Federal Taxable Wages are not recomputed). |
| Social Security |
Select this check box to make Social Security Wages eligible for recomputing. If you select this check box but not the corresponding check box in the Apply Employee's Current Taxability group box, the program calculates the employee's Social Security Taxable Wages based on the taxability of the Employee Earnings table's pay types and deductions, regardless of the employee's taxability status as set up on the Manage Employee Taxes screen. If you select this check box and the corresponding check box in the Apply Employee's Current Taxability group box, the program calculates the employee's Social Security Taxable Wages based on the taxability of the Employee Earnings table's pay types, deductions, and the taxability status as set up on the Manage Employee Taxes screen. Regardless of the options selected, only Social Security Taxable Wages of "$0.00" or greater are recomputed (negative Social Security Taxable Wages are not recomputed). |
| Medicare |
Select this check box to make Medicare Wages eligible for recomputing. If you select this check box but not the corresponding check box in the Apply Employee's Current Taxability group box, the program calculates the employee's Medicare Taxable Wages based on the taxability of the Employee Earnings table's pay types and deductions, regardless of the employee's taxability status as set up on the Manage Employee Taxes screen. If you select this check box and the corresponding check box in the Apply Employee's Current Taxability group box, the program calculates the employee's Medicare Taxable Wages based on the taxability of the Employee Earnings table's pay types, deductions, and the taxability status as set up on the Manage Employee Taxes screen. Regardless of the options selected, only Medicare Taxable Wages of "$0.00" or greater are recomputed (negative Medicare Taxable Wages are not recomputed). |
| FUTA Taxable and Accrual |
Select this check box to make FUTA Wages eligible for recomputing. If you select this check box but not the FUTA check box in the Apply Employee's Current Taxability group box, the program calculates the employee's FUTA Taxable Wages based on the taxability of the Employee Earnings table's pay types and deductions, regardless of the employee's taxability status as set up on the Manage Employee Taxes screen. If you select this check box and the FUTA check box in the Apply Employee's Current Taxability group box, the program calculates the employee's FUTA Taxable Wages based on the taxability of the Employee Earnings table's pay types, deductions, and the taxability status as set up on the Manage Employee Taxes screen. Regardless of the options selected, only FUTA Taxable Wages of "$0.00" or greater are recomputed (negative FUTA Taxable Wages are not recomputed). |
| State |
Select this check box to make State Wages eligible for recomputing. If you select this check box but not the corresponding check box in the Apply Employee's Current Taxability group box, the program calculates the employee's State Taxable Wages based on the taxability of the Employee Earnings table's pay types and deductions, regardless of the employee's taxability status as set up on the Manage Employee Taxes screen. If you select this check box and the corresponding check box in the Apply Employee's Current Taxability group box, the program calculates the employee's State Taxable Wages based on the taxability of the Employee Earnings table's pay types, deductions, and the taxability status as set up on the Manage Employee Taxes screen. Regardless of the options selected, only State Taxable Wages of "$0.00" or greater are recomputed (negative State Taxable Wages are not recomputed). Also, if an Employee Earnings table does not have a Withholding State entry (the field is null), the State Taxable Wages are not recomputed unless you select this check box and the corresponding check box in the Apply Employee's Current Taxability group box. |
| SUTA Taxable and Accrual |
Select this check box to make SUTA Wages eligible for recomputing. If you select this check box but not the SUTA check box in the Apply Employee's Current Taxability group box, the program calculates the employee's SUTA Taxable Wages based on the taxability of the Employee Earnings table's pay types and deductions, regardless of the employee's taxability status as set up on the Manage Employee Taxes screen. If you select this check box and the SUTA check box in the Apply Employee's Current Taxability group box, the program calculates the employee's SUTA Taxable Wages based on the taxability of the Employee Earnings table's pay types, deductions, and the taxability status set up on the Manage Employee Taxes screen. Regardless of the options selected, only SUTA Taxable Wages of "$0.00" or greater are recomputed (negative SUTA Taxable Wages are not recomputed). Also, if an Employee Earnings table does not have a SUTA State entry (the field is null), the program does not recompute the SUTA Taxable Wages unless you select this check box and the SUTA check box in the Apply Employee's Current Taxability group box. If you selected the Enable SUTA Reciprocity Functionality check box on the Configure Payroll Settings screen, the calculation includes all states’ eligible wages when determining whether the employee meets the SUTA limit for a state. |
Apply Employee's Current Taxability
Use this group box to specify whether to use the employee's taxability status, as set up on the Manage Employee Taxes screen, when recomputing the taxable wages. If you select any of the check boxes, a warning message informs you that this toolkit must not be used for any employees that have had their taxability status changed during the payroll year.
| Field | Description |
|---|---|
| Federal |
Select this check box to use the employee's Federal Filing Status, as set up on the Manage Employee Taxes screen, when recomputing the Federal Taxable Wages. If you select this check box, the Federal Taxable Wages are based on the federal taxability of the Employee Earnings table's pay types, deductions, and the employee's status as set up on the Manage Employee Taxes screen. If this check box is not selected, the employee's Federal Taxable Wages are determined based on the taxability of the Employee Earnings table's pay types and deductions, regardless of the employee's taxability status as set up on the Manage Employee Taxes screen. |
| Social Security |
Select this check box to use the employee's Social Security Taxability Status, as set up on the Manage Employee Taxes screen, when recomputing the Social Security Taxable Wages. If you select this check box, the Social Security Taxable Wages are based on the Social Security taxability of the Employee Earnings table's pay types, deductions, and the employee's status as set up on the Manage Employee Taxes screen. If this check box is not selected, the employee's Social Security Taxable Wages are determined based on the taxability of the Employee Earnings table's pay types and deductions, regardless of the employee's taxability status as set up on the Manage Employee Taxes screen. |
| Medicare |
Select this check box to use the employee's Medicare Taxability Status, as set up on the Manage Employee Taxes screen, when recomputing the Medicare Taxable Wages. If you select this check box, the Medicare Taxable Wages are based on the Medicare taxability of the Employee Earnings table's pay types, deductions, and the employee's status as set up on the Manage Employee Taxes screen. If this check box is not selected, the employee's Medicare Taxable Wages are determined based on the taxability of the Employee Earnings table's pay types and deductions, regardless of the employee's taxability status as set up on the Manage Employee Taxes. |
| FUTA |
Select this check box to use the employee's FUTA Taxability Status, as set up on the Manage Employee Taxes screen, when recomputing the FUTA Taxable Wages. If you select this check box, the FUTA Taxable Wages are based on the FUTA taxability of the Employee Earnings table's pay types, deductions, and the employee's status as set up on the Manage Employee Taxes screen. If this check box is not selected, the employee's FUTA Taxable Wages are determined based on the taxability of the Employee Earnings table's pay types and deductions, regardless of the employee's taxability status as set up on the Manage Employee Taxes. |
| State |
Select this check box to use the employee's State Filing Status, as set up on the Manage Employee Taxes screen, when recomputing the State Taxable Wages. If you select this check box, the State Taxable Wages are based on the federal taxability of the Employee Earnings table's pay types, deductions, and the employee's status as set up on the Manage Employee Taxes screen. If this check box is not selected, the employee's State Taxable Wages are determined based on the taxability of the Employee Earnings table's pay types and deductions, regardless of the employee's taxability status as set up on the Manage Employee Taxes. |
| SUTA |
Select this check box to use the employee's SUTA Taxability Status, as set up on the Manage Employee Taxes screen, when recomputing the SUTA Taxable Wages. If you select this check box, the SUTA Taxable Wages are based on the SUTA taxability of the Employee Earnings table's pay types, deductions, and the employee's status as set up on the Manage Employee Taxes screen. If this check box is not selected, the employee's SUTA Taxable Wages are determined based on the taxability of the Employee Earnings table's pay types and deductions, regardless of the employee's taxability status as set up on the Manage Employee Taxes. |
| Recompute Taxable Wages |
You must first print the report before you can update taxable wages. After printing the report, click the arrow to the right of
|
| Print/Recompute Taxable Wages |
Click the arrow to the right of
|
and select