Contents of the Payroll Withholding Setup Form

Create or modify withholding setup on this form.

Contents

Field	Description
Edit	Click this option to open the Payroll Withholding Setup dialog box and edit the details for a withholding.
Insert	Click this option to add a withholding to the Withholdings grid.
Copy	Click this option to copy a withholding from one row on the Withholdings grid to a new row on the grid.
Delete	Click this option to delete a withholding from the Withholdings grid.
Seq	Enter a sequence number to determine the order DPS uses to calculate taxes when the withholding is added to the Additional Deductions from Wages grid of another withholding. If the calculation of one withholding is dependant on another, the withholding to be calculated must have a lower sequence number (for example, if 401k needs to be calculated before Federal, 401k should have a lower sequence number than Federal).
Code	Enter the withholding code. This code displays on the printed check and in the Employee hub. In addition to alphanumeric characters, DPS accepts dashes, underscores, and periods in this field. If your firm uses multiple companies, payroll withholding codes must be unique across all companies in your enterprise.
Description	Enter a name for the withholding.
Credit Account	Enter the expense or liability (or asset) account number to credit for amounts withheld, or click and select the account on the Account Lookup. For example, select the FICA Payable account or the Federal Withholding account. When you post payroll, DPS credits the account entered in this field. If you enter an expense account in this field, you must also enter a project number and, if applicable, phase and task numbers. For example, if you select an indirect expense account, you must enter the appropriate overhead project number in the Project field.
Type	Select the type of withholding, such as Federal, FICA-HI, FICA-OASDI, State, Local, or 401(k). After you establish a withholding code and post to this code, you cannot change the withholding code's type.
Method	Select the method that DPS should use to calculate the withholding: Amount — DPS withholds the amount specified in the Amount/percent field. Deltek recommends that you set up a company-wide amount only if all or most of your employees have the same amount withheld. Medical insurance premiums are often handled in this way. Percentage — DPS withholds the percentage specified in the Amount/percent field. Deltek recommends that you set up a company-wide percentage only if all or most of your employees have the same percentage withheld. You can override this percentage for the employee by setting the Percentage in the Withholding grid on the Payroll tab of the Employee hub. System — DPS withholds the amount specified in the tax table. Select this option for any code type for which DPS has a corresponding tax table (for example, FICA, or State). Deltek sends updates to these tax tables based on tax law changes. Deltek typically sends updates mid-year and at year-end. None — DPS does not use a company-wide withholding method of calculation. Calculations are made on an employee-by-employee basis. You can override this option for an employee in the Withholding grid on the Payroll tab of the Employee hub. If you select an option other than System, you are prompted with a warning indicating that you are not using the System method, and therefore withholdings will not be automatically updated when you update tax tables.
Locale	Select the locale tax table for calculating this withholding. If you select Federal in the Type field, DPS automatically selects the FE table for this field. You cannot edit this entry. If your locale is not listed, this means DPS does not include a tax table for your locale and/or you have not created a user-defined tax locale. You can create a user-defined tax locale on the User-Defined Tax Locale tab in Payroll Setup. This user-defined locale then displays in the Locale field. To enter the amount or percentage to withhold from the employee's pay, set the Type field to Local, set the Method field to Amount, Percentage, or None, and enter the amount or percent to withhold in the Amount/percent field. This field displays only if you set the Type field to State or Local. Run a Payroll Locale List report to view a list of all standard and/or user-defined locales currently available in DPS.
Amount/percent	If you selected Amount or Percentage in the Method field, enter the amount or percentage for calculating the withholding. When you enter withholding information for individual employees in the Withholding grid on the Payroll tab of the Employee hub form, you can override the company-wide method for calculating a withholding by specifying an amount or percentage for the employee.
Wage base	The preceding employee wage limit which this withholding is not applied. If your method is set to System, you cannot edit this field. The wage base, if any, is established in the DPS tax table. For example, for the FICA-OASDI code, the tax table includes the federal wage base. If you override this wage base for the FICA-OASDI code, by selecting a method other than System, remember you must update this field every year based on federal tax changes. For example, if you enter 20,000.00 in this field, after an employee's gross pay reaches $20,000, DPS no longer withholds the percentage or amount specified. If the year-to-date gross pay is $19,000 before the current payroll run, and the current gross is $2,000, DPS applies the withholding to the first $1,000 only.
Overall limit	Enter the maximum withholding amount for this withholding, per employee. For example, enter the company-wide maximum for 401(k). You can override this limit per employee in the Withholding grid on the Payroll tab of the Employee hub form.
Default for new employees	Select this option to set up this withholding for all new employees that will be entered in the Employee hub going forward. You add a new default withholding for an existing employee on an individual basis in the Withholding grid on the Payroll tab of the Employee hub form. If you select this option, you can still suppress (make inactive) or delete the withholding for an employee from the Withholding grid.
Inactivate	Select this option to exclude the withholding for all employees when processing future payroll runs. Selecting this option also stops the tracking of applicable or gross pay basis wages. You can also inactivate a withholding on a per-employee basis from the Active field on the Employee hub's Withholding grid. Be aware that the setting in the Employee hub overrides this company-wide setting. For example, if you select this option to inactivate the withholding on a company-wide basis, but select Active for the withholding from an employee's Employee hub record, the withholding is active.
Exclude 401(k)	This field displays if you select 401(k), 125/Cafeteria, or Other in the Type field or if you select a withholding type that uses a tax table (State, Federal, FICA-HI, FICA-OASDI, or Local), and enter a Method other than System. If you select this option, DPS considers wages minus 401(k) deductions as gross pay subject to withholding for this code. Do not select this option if you want DPS to consider wages including 401(k) deductions as gross pay subject to withholding for this code. If you select this option, 401(k) amounts are also excluded from the wage base (if you enter one).
Exclude cafeteria	This field displays if you select 401(k), 125/Cafeteria, or Other in the Type field or if you select a withholding type that uses a tax table (State, Federal, FICA-HI, FICA-OASDI, or Local), and enter a Method other than System. If you select this option, DPS considers wages minus 125/Cafeteria deductions as gross pay subject to withholding for this code. Do not select this option if you want DPS to consider wages including 125/Cafeteria deductions as gross pay subject to withholding for this code. If you select this option, 125/Cafeteria amounts are also excluded from the wage base (if you enter one).
Reset limit	This option displays if you select 401(k), 125/Cafeteria, or Other for the withholding type. Select this option to reset the amount withheld against any limit set up for the employee at the time of the W-2 year initialization. Selecting this option allows limits set up for employees to automatically restart at the beginning of a new W-2 year. If you do not select this option, DPS continues to withhold the amount or percentage until the specified limit is reached.
Default to zero for bonus	Select this option to exclude this withholding from bonus payrolls. If you select this option, you can still enter an override amount during payroll processing in the Withholdings grid of the Payroll Processing form. For example, medical insurance is not typically withheld on a bonus payment.
Print	Select this option to print accrual information on the paycheck stub. If you do not select this option, DPS does not print this information on the paycheck. You can override this company-wide setting for individual employees by selecting the appropriate option in the Print on Check field on the Withholding grid on the Payroll tab of the Employee hub form.
W-2 Box	Select the box where you want this withholding to print on the W-2 form. Select None if you do not want to print the withholding. For codes of type Federal, FICA-HI, and FICA-OASDI, you cannot edit this field. For codes of type State or Local, the default for this field is the State or Local field on the W-2 form. You can edit this field if you want the withholding to print in a different box. For codes of Type 401K, Cafeteria, or Other, you select the box where the withholding prints, for example, Box 14-Other.
Project	Enter the project to associate with the expense credit account or click and select a project. This field displays only if you entered an expense account in the Credit Account field. If this field displays, DPS requires you enter a project with the appropriate charge type (for example, an indirect expense account requires an overhead project or indirect project charge type).
Phase	Enter the phase to associate with the expense credit account or click and select a phase.
Task	Enter the phase to associate with the expense credit account or click and select a task.