Withholdings Detail Dialog Box

Use the Withholdings Detail dialog box to review an employee’s current, quarter-to-date, and year-to-date withholdings. You can also view any limits set up for this withholding.

Location

To display the dialog box, complete the following steps:

  1. From the Vision Navigation menu, click Human Resources > Payroll > Payroll Processing.
  2. Select and open a posting run.
  3. Open one or more employee records.
  4. On the Payroll Processing toolbar, click View >  Withholding Summary.

Contents

Field Description
Code This field displays the withholding code, as established in Payroll Withholding Setup (Configuration > Payroll > Withholding Codes).
Method This is the method that Vision uses to calculate the withholding. Options are:

  • Amount — Vision withholds the amount specified in the Amount/Percent field.

  • Percentage — Vision withholds the percentage specified in the Amount/Percent field.

  • System — Vision withholds the amount specified in the tax table. This method is used for any withholding 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 firmwide withholding method of calculation. Calculations are made on an employee-by-employee basis.

Amount/Pct This field displays the amount or percentage for calculating the withholding, if Amount or Percentage is set as the withholding method.
Limit This field displays the maximum withholding amount for this withholding for this employee, if one is specified.
Current This field displays the amount to be withheld for the current run.
QTD This field displays the total amount for this withholding for all runs so far in the current quarter.
YTD This field displays the total amount for this withholding for all runs so far in the current year.