FEDERAL TAXABILITY  

Use this subtask to designate various choices regarding how a deduction should be treated for the federal level of tax reporting and withholding when payroll is computed. For example, a 401(k) deduction can be subtracted from wages before income tax is computed. You should at least complete this data to ensure proper payroll tax calculations.

Deduction

This non-editable field displays the deduction code and description for which you are applying the following taxability rules.

Income Tax

Choose one of the following radio buttons associated with the federal income tax computation for this deduction.

Fully Taxable

Select this radio button to indicate that the deduction has no effect on calculation of income tax. An example of this would be an employee advance.

Taxable, Not Subject to W/H 

Select this radio button to indicate that the deduction is taxable when added to gross pay, but withholding is not required. An example of this would be Excess Life Insurance.

Federal Exempt 

Select this radio button to subtract the deduction from gross pay before computing taxes. An example of this would be a 401(k) deduction.

FICA

Social Security Exempt

Select this checkbox to subtract the deduction from gross pay before computing social security taxes. An example of this would be a cafeteria plan deduction.

Medicare Exempt

Select this checkbox to subtract the deduction from gross pay before computing Medicare taxes. An example of this would be a cafeteria plan deduction.

FUTA Exempt

Select this checkbox to subtract the deduction from pay before computing Federal unemployment taxes. An example of this would be a cafeteria plan deduction.

W2 Box 14 Usage

This drop-down box is used during the creation of W-2s. Box 14 of the W-2 has three lines to list the applicable deduction amounts as assigned with this drop-down box. Select the line number that you want to have this deduction assigned to when creating W-2s. If this deduction is not applicable for Box 14 usage, select "Not Applicable." Your options are Line 1," "Line 2," "Line 3," and "Not applicable." The default is "Not Applicable."

Table Information

Changes to this screen update the Deductions (DED_CD) table.