You can run a wizard to generate tax adjustments for committed earnings that contributed toward a state income tax threshold being met.
Before You Begin: See Wizard for Retroactive State Tax Threshold Adjustments.
To run the wizard:
- Open Payroll, go to the Overview or Pay Run Management tab, and load a pay run.
- Do one of the following, depending on the pay run you load:
- If you loaded a regular pay run, or an off-cycle pay run that has the Normal Off Cycle type, click the Quick Entry sub-tab.
- If you loaded an off-cycle pay run that has the Prior Period Adjustment type, click the Adjustments sub-tab.
- Click Sync Pay Changes in the toolstrip to open the wizard.
- In the wizard, select the Retro Multi-State Threshold Tax option and click Next.
- In the Select Pay Run step, select the pay run where you want the application to generate the quick entry to reimburse or collect tax amounts, and click Next.
- (Optional) In the Confirm Selected Employees step, select the deduction and earning code that the application will use to reimburse amounts to or deduct amounts from the pay run that you selected from the previous step of the wizard.
- Click Next to continue to the Complete step of the wizard, and click Finish.