| 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 Vision 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 Info Center. In addition to alphanumeric characters, Vision accepts dashes, underscores, and periods in this field.
If your firm uses the Multicompany feature, 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, Vision 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 Vision should use to calculate the withholding:
-
Amount — Vision 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 — Vision 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 Info Center.
-
System — Vision withholds the amount specified in the tax table. Select this option for any code type for which Vision 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 — Vision 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 Info Center.
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, Vision automatically selects the FE table for this field. You cannot edit this entry.
If your locale is not listed, this means Vision 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 Vision.
|
| 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 Info Center 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 Vision tax table. For example, for the FICA-OASDI code, the Vision 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, Vision 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, Vision 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 Info Center form.
|
| Default for new employees
|
Select this option to set up this withholding for all new employees that will be entered in the Employee Info Center 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 Info Center 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 Info Center's Withholding grid. Be aware that the setting in the Employee Info Center 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 Info Center 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, Vision considers wages minus 401(k) deductions as gross pay subject to withholding for this code. Do not select this option if you want Vision 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, Vision considers wages minus 125/Cafeteria deductions as gross pay subject to withholding for this code. Do not select this option if you want Vision 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, Vision 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, Vision 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 Info Center 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, Vision 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.
|
