Changing beginning balances for in-house payroll

To change beginning balances for in-house payroll

  1. From the > Setup menu, click Company > Beginning Balances > Payroll.
  2. Multi-company only. Select a company.
  1. Click the payroll you want to change, and click Edit.
  2. Click the paycheck you want to change, and click Edit.
  3. Change the paycheck information on the following tabs, as needed.

Pays tab

Field

Description

Pay

The type of pay

Calculation

The calculation method for the way you want to calculate the pay. If the pay is tracking hours, Ajera automatically selects the Hours Times Rate calculation method.

Basis

For a pay based on a calculation method using a percent, this field contains the amount on which to calculate the percent

Hours

The number of hours to be paid

Rate

Does not appear if the employee is salaried

The pay rate for the employee.

Amount

The amount of the pay

Taxes tab

Field

Description

Federal state filing status

Displays the filing status the employee entered on the W-4 form (as entered in > Setup > Employees > Payroll Taxes tab)

Federal exemptions

Displays the number of withholding allowances that the employee entered on the W-4 form (as entered in > Setup > Employees > Payroll Taxes tab)

Additional federal withholding

The amount of any additional federal withholding that the employee entered on the W-4 form (as entered in > Setup > Employees > Payroll Taxes tab)

State filing status

Displays the filing status that the employee entered on the employee's state withholding form (as entered in > Setup > Employees > Payroll Taxes tab)

State exemptions

Displays the number of exemptions that the employee entered on the employee's state withholding form (as entered in > Setup > Employees > Payroll Taxes tab)

State additional withholding

The amount of any additional state withholding that the employee entered on the employee's state withholding form (as entered in > Setup > Employees > Payroll Taxes tab)

Tax

The name of the tax

Calculation

The calculation method for the way you want to calculate the tax

If the tax is for state unemployment, leave the default calculation method of Taxable Times Rate.

Taxable

The taxable basis of the tax

Subject to

The amount of the pay subject to the tax

Rate

For a tax based on a calculation method using a rate or percent, this field contains the rate used to calculate the tax

Employee tax

The amount of this tax withheld for the employee

Employer tax

The amount of this tax paid by the employer

Deductions tab

Field

Description

Deduction

The name of the deduction

Calculation

Not used for beginning balances

Basis

Not used for beginning balances

Rate

Not used for beginning balances

Amount

The amount of the deduction

Fringes tab

Field

Description

Fringe

The name of the fringe

Calculation

Not used for beginning balances

Basis

Not used for beginning balances

Rate

Not used for beginning balances

Amount

The amount of the fringe


  1. Click Save.
  2. Click Close.