Costpoint Online Help

Using the Help Search

Taxes Tab

Use this tab to enter detailed tax withholding and credit information.

Contents

Field	Description
Pay Cycle	If you specify a Default Pay Cycle on the Configure Payroll Settings screen, that code defaults into this field. If you did not specify a Default Pay Cycle, enter the four-character alphanumeric pay cycle code that is assigned to this employee, or click to select the code. See the Manage Pay Periods screen for more information about pay cycle codes.
Tax Service Group ID	Enter, or click to select, the Tax Service Group ID to which the employee is assigned. Use this field to group the employee for tax reporting purposes. This field is enabled if you select Tax Service Group ID as the Tax Service Grouping Method on the Configure Payroll Tax Interface Setting screen. If you change the value in this field and you need to apply the change to past paychecks, use the Recompute Taxable Wages screen to update the Tax Service Group ID that was assigned to past paychecks.
Retirement Plan Covered	If this employee is covered under a retirement plan for W-2 reporting purposes, select this check box.
Nonresident Alien	Select this check box to indicate that this employee is a nonresident alien. The Compute Payroll process uses this setting to determine whether the Nonresident Alien Additional Amount in the Manage Federal Taxes screen is added to the nonresident alien's wages to calculate the federal income tax withholding for each payroll period. (The amount is added only for this calculation.) If you select this check box: The Disable ESS W-4 check box defaults to selected. The number of federal exemptions defaults to 1. The federal Filing Status defaults to Single. You can edit all of these default values.

Federal

Use the fields in this group box to ensure proper withholding of payroll taxes for employees as indicated by their W-4 forms. When you enter a new record, the federal Filing Status defaults to Single and the federal Exemptions defaults to 0 (zero).

Field	Description
Filing Status	From the drop-down list, select the Federal filing status for this employee. Valid options are: Married Single Head of Household Exempt
Exemptions	Enter the number of exemptions claimed by the employee on Form W-4. This exemption is used in the computation of Federal withholding taxes.
Override Amount	To override the system-calculated amount and use a different amount for the related tax, enter the amount in this numeric field. Costpoint uses this amount for each pay period.
Override Percent	To override the system-calculated amount and use a percentage for the related tax, enter the percentage in this numeric field. Costpoint uses this amount each pay period. This method is not supported by IRS W-4 and Deltek assumes no liability if it is used.
Dependents (Qualifying Children under 17)	Enter the number of qualifying children under 17. (Step 3 of Form W-4)
Other Dependents	Enter the number of other dependents. (Step 3 of Form W-4)
Other Tax Credit Amount	Enter the number of other tax credit amount such as education tax credits and other foreign tax credits. (Step 3 of Form W-4)
Other Income	Enter the amount of employee's other income. (Step 4a of Form W-4)
Deductions	Enter the total amount of employee's deductions. (Step 4b of Form W-4)
Additional Amount	If you want to add to the system-calculated tax-withholding amount, enter that additional amount in this numeric field. This amount is added to the system-calculated amount each pay period.

Subject to

Use this group box to select the Social Security, Medicare, and FUTA liability settings for the employee.

Field	Description
Social Security	Select this check box if the employee is subject to Social Security payroll tax. The default is checked. Clear this check box only if Social Security payroll tax must not be withheld and accrued for the employee. Wages exempt from Social Security are tracked in the Employee Payroll table (Payroll Edit table) and stored in the Manage Employee Earnings History screen in Costpoint Payroll. When employees are designated as Social Security Exempt, their total wage amount automatically displays in the Gross to Taxable Pay Reconciliation group box on the Manage Payroll Records screen when you execute the Compute Payroll screen. Costpoint subtracts non-Social Security earnings amounts from total wages when computing Social Security-eligible wages for computation of Social Security amounts and presentation of Social Security-eligible wages on payroll reports.
Employer Subject to Social Security Accrual via Recompute Taxable Wages	Use this check box in conjunction with the Social Security check box in the Subject to group box to comply with the presidential memorandum signed 8/8/2020 which mandates a deferral of the employee portion of Social Security tax for compensation paid to employees whose biweekly pretax compensation generally is less than $4,000. If an employee is subject to deferral of their Social Security withholding under the memorandum, but the employer is still responsible for their portion of the Social Security tax, this screen should be set up as follows: Clear the Social Security check box in the Subject To group box. This suspends the computation of both the employee Social Security withholding tax and the employer Social Security tax liability on the Compute Payroll screen. Select the Employer Subject to Accrual via Recompute Taxable Wages check box. This indicates that the employer is still liable for their portion of the Social Security taxes while the employee's Social Security Withholding is in a deferred status from 09/01/2020 through 12/31/2020. If an employee's Employer Subject to Accrual via Recompute Taxable Wages check box is selected on Manage Employee Taxes screen and the check date falls within the 9/1/2020 to 12/31/2020 deferral period, Recompute Taxable Wages application will perform the following: Calculate and populate the Manage Employee Earning History record with the employer's Social Security taxable wages. Calculate and populate the Manage Employee Earning History record with the employer's Social Security tax accrual amount. Calculate and populate the Manage Employee Earnings History record with the employee's Social Security taxable wages. This check box will only be visible if the Social Security check box in the Subject to group box is not selected. Note: This check box will have no effect on calculations done on the Compute Payroll application. Since the employee's Subject to Social Security check box is not selected, Compute Payroll will calculate an Employee Social Security Withholding and Employer Social Security Accrual of 0.00. If the Employer Subject to Accrual via Recompute Taxable Wages check box is selected, the employer Social Security accrual will be calculated after posting payroll when Recompute Taxable Wages is run.
Medicare	Select this check box if the employee is subject to Medicare payroll tax. The default is selected. Clear this check box only if Medicare payroll tax must not be withheld and accrued for the employee. Wages exempt from Medicare are tracked in the Employee Payroll table (Payroll Edit table) and stored in the Manage Employee Earnings History screen in Costpoint Payroll. When employees are designated as Medicare Exempt, their total wage amount automatically displays in the Gross to Taxable Pay Reconciliation group box on the Manage Payroll Records screen when you execute the Compute Payroll screen. Costpoint subtracts non-Medicare earnings amounts from total wages when computing Medicare-eligible wages for computation of Medicare amounts and presentation of Medicare-eligible wages on payroll reports.
FUTA	Select this check box if the employee is subject to Federal Unemployment Tax (FUTA) payroll tax. The default is selected. If an employee is exempt from both Social Security and Medicare tax, the employee is also exempt from FUTA tax. Clear this check box only if FUTA payroll tax must not be accrued for the employee. Wages exempt from FUTA are tracked on the Manage Payroll Records screen and stored in the Manage Employee Earnings History screen in Costpoint Payroll. When employees are designated as FUTA Exempt, their total wage amount automatically displays in the FUTA group box on the Manage Payroll Records screen when you execute the Compute Payroll screen. Costpoint subtracts non-FUTA accruals from total wages when computing FUTA-eligible wages for computation of FUTA amounts and presentation of FUTA-eligible wages on payroll reports.
Disable ESS W-4	Select this check box to prevent this employee from editing W-4 information in Deltek Employee Self Service. This check box displays only if you are licensed for ESS.
Step 2 of W-4	Select this check box if the table for Step 2 of Form W-4 will be used for this employee's filing status. (Step 2 of Form W-4)
Form W-4	Select the version of Form W-4 used by the employee. Valid values are: 2019: Select this option if the most recent W-4 form submitted by the employee is 2019 or its earlier versions. 2020 or greater: Select this option if the employee has submitted the 2020 W-4 form or its succeeding versions.

SUTA

Field	Description
SUTA State	Enter, or click to select, the two-character state abbreviation for the state in which this employee is covered for State Unemployment purposes. This is normally the employee's home state or the state where the employee works on a permanent basis.
Subject to SUTA	Use this check box to specify whether an employee has been flagged as subject to SUTA when the Employee Taxes record was added, updated or deleted.

Withholding State

Use the fields in this group box to ensure proper withholding of payroll taxes for employees as indicated by their state withholding forms, and, if applicable, their W-5 forms for Advance EIC (Earned Income Credit).

Field	Description
State/Locality	Enter, or click to select, the two-character state code. You must install your state tax tables before making this selection.
Taxable Entity State	Enter, or click to select, the state code where the taxable entity is located.
Filing Status	Enter, or click to select, the state withholding filing status that determines which tax withholding tables will be used to calculate the employee’s state taxes. See the Tax Tables descriptions in the Costpoint Payroll help for the state filing status descriptions for those other than married and single. You cannot select a status that is not included in the tax tables for the individual states or localities.
Exemptions	Enter the number of exemptions claimed by the employee on the state exemption form. This exemption is used in the computation of state withholding taxes. Note that some states make a distinction between regular exemptions and additional withholding deductions. Check the Tax Tables documentation for information on which states require the additional withholding deductions.
Dependents	Some states give a credit based upon the number of dependents claimed. If this state allows this, enter the number of dependents the employee claims in this numeric field. However, if the withholding state is PR (Puerto Rico), enter the number of dependent exemptions claimed.
Credits	Some states allow a credit (reduction in tax) based upon the number of credits claimed. If this state allows this, enter the number of credits claimed by the employee in this numeric field.
Override Amount	To override the Costpoint-calculated amount and use a different amount for the related tax, enter the amount in this numeric field. Costpoint uses this amount for each pay period.
Override Percent	To override the system-calculated amount and use a percentage for the related tax, enter the percentage in this numeric field. Costpoint uses this amount each pay period.
Additional Amount	If you want to add to the system-calculated tax-withholding amount, enter that additional amount in this numeric field. This amount is added to the system-calculated amount each pay period.
Exempt from Nebraska Minimum Withholding Rule	Select this check box to indicate that the employee is exempt from Nebraska's minimum withholding rule. Select this check box only if the employee provides the proper documentation justifying the lower withholding amount. The check box is available only if the withholding state is NE (Nebraska).
Veteran Exemption	Select this check box if the taxable wages will be reduced by the veteran exemption amount if the withholding state is PR (Puerto Rico).
Special Deduction	Select this check box if taxable wages will be reduced by the special deduction amount if the withholding state is PR (Puerto Rico).
Taxable Entity State	Enter, or click to select, the state where the taxable entity is located
Age 65 or Over Exemptions	Enter the number of age 65 or over exemptions. This field is enabled if the Enable Age/Blind Exemption check box is selected on the Manage State Taxes screen for the withholding state.
Blindness Exemptions	Enter the number of blindness exemptions. This field is enabled if the Enable Age/Blind Exemption check box is selected on the Manage State Taxes screen for the withholding state.

Local 1 - Local 5

Use the fields in this group box to ensure proper withholding of payroll taxes for employees as indicated by their local withholding forms, and, if applicable, W-5 forms for Advance EIC (Earned Income Credit).

Field	Description
State/Locality	Enter, or click to select, a six-character locality code. You can enter up to five localities. You must install your local tax tables before making this selection.
Filing Status	From the drop-down list, select the filing status that applies to the taxing entity on this row.
Exemptions	Enter the number of exemptions claimed by the employee on Local exemption forms in these numeric fields. This exemption is used in the computation of Local withholding taxes. Note that some localities make a distinction between regular exemptions and additional withholding deductions.
Dependents	Some localities give a credit based upon the number of dependents claimed. If this locality allows this, enter the number of dependents the employee claims in this numeric field.
Credits	Some localities allow a credit (reduction in tax) based upon the number of credits claimed. If this locality allows this, enter the number of credits claimed by the employee in this numeric field.
Override Amount	To override the system-calculated amount and use a different amount for the related tax, enter the amount in this numeric field. Costpoint uses this amount for each pay period.
Additional Amount	If you want to add to the system-calculated tax-withholding amount, enter that additional amount in this numeric field. This amount is added to the system-calculated amount each pay period.

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Taxes Tab

Use this tab to enter detailed tax withholding and credit information.

Contents

Field	Description
Pay Cycle	If you specify a Default Pay Cycle on the Configure Payroll Settings screen, that code defaults into this field. If you did not specify a Default Pay Cycle, enter the four-character alphanumeric pay cycle code that is assigned to this employee, or click to select the code. See the Manage Pay Periods screen for more information about pay cycle codes.
Tax Service Group ID	Enter, or click to select, the Tax Service Group ID to which the employee is assigned. Use this field to group the employee for tax reporting purposes. This field is enabled if you select Tax Service Group ID as the Tax Service Grouping Method on the Configure Payroll Tax Interface Setting screen. If you change the value in this field and you need to apply the change to past paychecks, use the Recompute Taxable Wages screen to update the Tax Service Group ID that was assigned to past paychecks.
Retirement Plan Covered	If this employee is covered under a retirement plan for W-2 reporting purposes, select this check box.
Nonresident Alien	Select this check box to indicate that this employee is a nonresident alien. The Compute Payroll process uses this setting to determine whether the Nonresident Alien Additional Amount in the Manage Federal Taxes screen is added to the nonresident alien's wages to calculate the federal income tax withholding for each payroll period. (The amount is added only for this calculation.) If you select this check box: The Disable ESS W-4 check box defaults to selected. The number of federal exemptions defaults to 1. The federal Filing Status defaults to Single. You can edit all of these default values.

Federal

Use the fields in this group box to ensure proper withholding of payroll taxes for employees as indicated by their W-4 forms. When you enter a new record, the federal Filing Status defaults to Single and the federal Exemptions defaults to 0 (zero).

Field	Description
Filing Status	From the drop-down list, select the Federal filing status for this employee. Valid options are: Married Single Head of Household Exempt
Exemptions	Enter the number of exemptions claimed by the employee on Form W-4. This exemption is used in the computation of Federal withholding taxes.
Override Amount	To override the system-calculated amount and use a different amount for the related tax, enter the amount in this numeric field. Costpoint uses this amount for each pay period.
Override Percent	To override the system-calculated amount and use a percentage for the related tax, enter the percentage in this numeric field. Costpoint uses this amount each pay period. This method is not supported by IRS W-4 and Deltek assumes no liability if it is used.
Dependents (Qualifying Children under 17)	Enter the number of qualifying children under 17. (Step 3 of Form W-4)
Other Dependents	Enter the number of other dependents. (Step 3 of Form W-4)
Other Tax Credit Amount	Enter the number of other tax credit amount such as education tax credits and other foreign tax credits. (Step 3 of Form W-4)
Other Income	Enter the amount of employee's other income. (Step 4a of Form W-4)
Deductions	Enter the total amount of employee's deductions. (Step 4b of Form W-4)
Additional Amount	If you want to add to the system-calculated tax-withholding amount, enter that additional amount in this numeric field. This amount is added to the system-calculated amount each pay period.

Subject to

Use this group box to select the Social Security, Medicare, and FUTA liability settings for the employee.

Field	Description
Social Security	Select this check box if the employee is subject to Social Security payroll tax. The default is checked. Clear this check box only if Social Security payroll tax must not be withheld and accrued for the employee. Wages exempt from Social Security are tracked in the Employee Payroll table (Payroll Edit table) and stored in the Manage Employee Earnings History screen in Costpoint Payroll. When employees are designated as Social Security Exempt, their total wage amount automatically displays in the Gross to Taxable Pay Reconciliation group box on the Manage Payroll Records screen when you execute the Compute Payroll screen. Costpoint subtracts non-Social Security earnings amounts from total wages when computing Social Security-eligible wages for computation of Social Security amounts and presentation of Social Security-eligible wages on payroll reports.
Employer Subject to Social Security Accrual via Recompute Taxable Wages	Use this check box in conjunction with the Social Security check box in the Subject to group box to comply with the presidential memorandum signed 8/8/2020 which mandates a deferral of the employee portion of Social Security tax for compensation paid to employees whose biweekly pretax compensation generally is less than $4,000. If an employee is subject to deferral of their Social Security withholding under the memorandum, but the employer is still responsible for their portion of the Social Security tax, this screen should be set up as follows: Clear the Social Security check box in the Subject To group box. This suspends the computation of both the employee Social Security withholding tax and the employer Social Security tax liability on the Compute Payroll screen. Select the Employer Subject to Accrual via Recompute Taxable Wages check box. This indicates that the employer is still liable for their portion of the Social Security taxes while the employee's Social Security Withholding is in a deferred status from 09/01/2020 through 12/31/2020. If an employee's Employer Subject to Accrual via Recompute Taxable Wages check box is selected on Manage Employee Taxes screen and the check date falls within the 9/1/2020 to 12/31/2020 deferral period, Recompute Taxable Wages application will perform the following: Calculate and populate the Manage Employee Earning History record with the employer's Social Security taxable wages. Calculate and populate the Manage Employee Earning History record with the employer's Social Security tax accrual amount. Calculate and populate the Manage Employee Earnings History record with the employee's Social Security taxable wages. This check box will only be visible if the Social Security check box in the Subject to group box is not selected. Note: This check box will have no effect on calculations done on the Compute Payroll application. Since the employee's Subject to Social Security check box is not selected, Compute Payroll will calculate an Employee Social Security Withholding and Employer Social Security Accrual of 0.00. If the Employer Subject to Accrual via Recompute Taxable Wages check box is selected, the employer Social Security accrual will be calculated after posting payroll when Recompute Taxable Wages is run.
Medicare	Select this check box if the employee is subject to Medicare payroll tax. The default is selected. Clear this check box only if Medicare payroll tax must not be withheld and accrued for the employee. Wages exempt from Medicare are tracked in the Employee Payroll table (Payroll Edit table) and stored in the Manage Employee Earnings History screen in Costpoint Payroll. When employees are designated as Medicare Exempt, their total wage amount automatically displays in the Gross to Taxable Pay Reconciliation group box on the Manage Payroll Records screen when you execute the Compute Payroll screen. Costpoint subtracts non-Medicare earnings amounts from total wages when computing Medicare-eligible wages for computation of Medicare amounts and presentation of Medicare-eligible wages on payroll reports.
FUTA	Select this check box if the employee is subject to Federal Unemployment Tax (FUTA) payroll tax. The default is selected. If an employee is exempt from both Social Security and Medicare tax, the employee is also exempt from FUTA tax. Clear this check box only if FUTA payroll tax must not be accrued for the employee. Wages exempt from FUTA are tracked on the Manage Payroll Records screen and stored in the Manage Employee Earnings History screen in Costpoint Payroll. When employees are designated as FUTA Exempt, their total wage amount automatically displays in the FUTA group box on the Manage Payroll Records screen when you execute the Compute Payroll screen. Costpoint subtracts non-FUTA accruals from total wages when computing FUTA-eligible wages for computation of FUTA amounts and presentation of FUTA-eligible wages on payroll reports.
Disable ESS W-4	Select this check box to prevent this employee from editing W-4 information in Deltek Employee Self Service. This check box displays only if you are licensed for ESS.
Step 2 of W-4	Select this check box if the table for Step 2 of Form W-4 will be used for this employee's filing status. (Step 2 of Form W-4)
Form W-4	Select the version of Form W-4 used by the employee. Valid values are: 2019: Select this option if the most recent W-4 form submitted by the employee is 2019 or its earlier versions. 2020 or greater: Select this option if the employee has submitted the 2020 W-4 form or its succeeding versions.

SUTA

Field	Description
SUTA State	Enter, or click to select, the two-character state abbreviation for the state in which this employee is covered for State Unemployment purposes. This is normally the employee's home state or the state where the employee works on a permanent basis.
Subject to SUTA	Use this check box to specify whether an employee has been flagged as subject to SUTA when the Employee Taxes record was added, updated or deleted.

Withholding State

Use the fields in this group box to ensure proper withholding of payroll taxes for employees as indicated by their state withholding forms, and, if applicable, their W-5 forms for Advance EIC (Earned Income Credit).

Field	Description
State/Locality	Enter, or click to select, the two-character state code. You must install your state tax tables before making this selection.
Taxable Entity State	Enter, or click to select, the state code where the taxable entity is located.
Filing Status	Enter, or click to select, the state withholding filing status that determines which tax withholding tables will be used to calculate the employee’s state taxes. See the Tax Tables descriptions in the Costpoint Payroll help for the state filing status descriptions for those other than married and single. You cannot select a status that is not included in the tax tables for the individual states or localities.
Exemptions	Enter the number of exemptions claimed by the employee on the state exemption form. This exemption is used in the computation of state withholding taxes. Note that some states make a distinction between regular exemptions and additional withholding deductions. Check the Tax Tables documentation for information on which states require the additional withholding deductions.
Dependents	Some states give a credit based upon the number of dependents claimed. If this state allows this, enter the number of dependents the employee claims in this numeric field. However, if the withholding state is PR (Puerto Rico), enter the number of dependent exemptions claimed.
Credits	Some states allow a credit (reduction in tax) based upon the number of credits claimed. If this state allows this, enter the number of credits claimed by the employee in this numeric field.
Override Amount	To override the Costpoint-calculated amount and use a different amount for the related tax, enter the amount in this numeric field. Costpoint uses this amount for each pay period.
Override Percent	To override the system-calculated amount and use a percentage for the related tax, enter the percentage in this numeric field. Costpoint uses this amount each pay period.
Additional Amount	If you want to add to the system-calculated tax-withholding amount, enter that additional amount in this numeric field. This amount is added to the system-calculated amount each pay period.
Exempt from Nebraska Minimum Withholding Rule	Select this check box to indicate that the employee is exempt from Nebraska's minimum withholding rule. Select this check box only if the employee provides the proper documentation justifying the lower withholding amount. The check box is available only if the withholding state is NE (Nebraska).
Veteran Exemption	Select this check box if the taxable wages will be reduced by the veteran exemption amount if the withholding state is PR (Puerto Rico).
Special Deduction	Select this check box if taxable wages will be reduced by the special deduction amount if the withholding state is PR (Puerto Rico).
Taxable Entity State	Enter, or click to select, the state where the taxable entity is located
Age 65 or Over Exemptions	Enter the number of age 65 or over exemptions. This field is enabled if the Enable Age/Blind Exemption check box is selected on the Manage State Taxes screen for the withholding state.
Blindness Exemptions	Enter the number of blindness exemptions. This field is enabled if the Enable Age/Blind Exemption check box is selected on the Manage State Taxes screen for the withholding state.

Local 1 - Local 5

Use the fields in this group box to ensure proper withholding of payroll taxes for employees as indicated by their local withholding forms, and, if applicable, W-5 forms for Advance EIC (Earned Income Credit).

Field	Description
State/Locality	Enter, or click to select, a six-character locality code. You can enter up to five localities. You must install your local tax tables before making this selection.
Filing Status	From the drop-down list, select the filing status that applies to the taxing entity on this row.
Exemptions	Enter the number of exemptions claimed by the employee on Local exemption forms in these numeric fields. This exemption is used in the computation of Local withholding taxes. Note that some localities make a distinction between regular exemptions and additional withholding deductions.
Dependents	Some localities give a credit based upon the number of dependents claimed. If this locality allows this, enter the number of dependents the employee claims in this numeric field.
Credits	Some localities allow a credit (reduction in tax) based upon the number of credits claimed. If this locality allows this, enter the number of credits claimed by the employee in this numeric field.
Override Amount	To override the system-calculated amount and use a different amount for the related tax, enter the amount in this numeric field. Costpoint uses this amount for each pay period.
Additional Amount	If you want to add to the system-calculated tax-withholding amount, enter that additional amount in this numeric field. This amount is added to the system-calculated amount each pay period.