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Trace: • Total - HRS3300 • First Payroll of the Calendar Year Checklist
payroll:maintenance:calendarytddata:calendarytd

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payroll:maintenance:calendarytddata:calendarytd [2020/05/14 16:59] – emorenopayroll:maintenance:calendarytddata:calendarytd [2021/10/28 14:43] (current) – emoreno
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 ^Employee|{{page>general:employee_field}}| ^Employee|{{page>general:employee_field}}|
  
-Under **Calendar YTD Data**, complete the following fields:+VCV Under **Calendar YTD Data**, complete the following fields:
  
 ^Contract Pay|Type the amount of pay issued to the employee during the current calendar year for job responsibilities covered by the contract.| ^Contract Pay|Type the amount of pay issued to the employee during the current calendar year for job responsibilities covered by the contract.|
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 ^Supplemental Pay|Type the total amount of supplement pay issued to the employee during the current calendar year.| ^Supplemental Pay|Type the total amount of supplement pay issued to the employee during the current calendar year.|
 ^TRS Supplemental|Type the amount of the TRS supplemental compensation that was paid to the employee during the current school year.| ^TRS Supplemental|Type the amount of the TRS supplemental compensation that was paid to the employee during the current school year.|
-^Tax Emplr Ins Contr|Type the taxable employer whole life insurance contribution that was paid on the employee's behalf during the current calendar year. The amount from this field is displayed in Box 14 (TFB) on the employee W-2 and as a Tax Fringe Benefit on the W-2 Report.| +^Tax Emplr Ins Contr|Type the taxable employer's whole life insurance contribution that was paid on the employee's behalf during the current calendar year. The amount from this field is displayed in Box 14 (TFB) on the employee W-2 and as a Tax Fringe Benefit on the W-2 Report.| 
-^Non-TRS Bus Allow|Type the amount of any paid business allowances that was not subject to TRS deductions during the current calendar year. The amount from this field is displayed in Box 14 (TXA) on the employee W-2.|+^Non-TRS Bus Allow|Type the amount of any paid business allowances that were not subject to TRS deductions during the current calendar year. The amount from this field is displayed in Box 14 (TXA) on the employee W-2.|
 ^Non-TRS Reimbr Excess|Type the amount of the employee's pay that was over the base pay exemption for non-TRS reimbursement during the current calendar year. The amount from this field is displayed in Box 14 (TXA) on the employee W-2.| ^Non-TRS Reimbr Excess|Type the amount of the employee's pay that was over the base pay exemption for non-TRS reimbursement during the current calendar year. The amount from this field is displayed in Box 14 (TXA) on the employee W-2.|
-^N-TRS N-Pay Bus Allow|Type the amount of any nonpaid business allowances that was not subject to TRS deductions during the current calendar year. The amount from this field is displayed in Box 14 (TXA) of the employee's W-2.|+^N-TRS N-Pay Bus Allow|Type the amount of any nonpaid business allowances that were not subject to TRS deductions during the current calendar year. The amount from this field is displayed in Box 14 (TXA) of the employee's W-2.|
 ^Tax Emplr Grp Ins Contr|Type the amount of any taxable group life insurance contribution that was paid on the employee's behalf during the current calendar year that exceeds $50,000. The amount from this field is displayed in Box 12C on the employee W-2 and as Taxed Contribution on the W-2 Report.| ^Tax Emplr Grp Ins Contr|Type the amount of any taxable group life insurance contribution that was paid on the employee's behalf during the current calendar year that exceeds $50,000. The amount from this field is displayed in Box 12C on the employee W-2 and as Taxed Contribution on the W-2 Report.|
 ^457 Withdraw|Type the amount received from a 457 plan withdrawal during the current calendar year. The amount from this field will not display on either the employee W-2 or the W-2 Report.\\  \\  <WRAP Box>**Note**:  Determine if the 457 withdrawal meets the criteria for the W-2 or a 1099-R. The IRS has specific requirements based on the type of 457 plan. See the IRS instructions for forms 1099-R, 5498, W-2, and W-3.</WRAP>| ^457 Withdraw|Type the amount received from a 457 plan withdrawal during the current calendar year. The amount from this field will not display on either the employee W-2 or the W-2 Report.\\  \\  <WRAP Box>**Note**:  Determine if the 457 withdrawal meets the criteria for the W-2 or a 1099-R. The IRS has specific requirements based on the type of 457 plan. See the IRS instructions for forms 1099-R, 5498, W-2, and W-3.</WRAP>|
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 ^Emplr Depend Care Taxable|Type the amount of the employer dependent care contribution that has caused the total dependent care (employee and employer) to exceed $5,000, which is the maximum amount allowed per calendar year. The amount from this field is included in Boxes 1, 3, and 5 on the employee W-2.| ^Emplr Depend Care Taxable|Type the amount of the employer dependent care contribution that has caused the total dependent care (employee and employer) to exceed $5,000, which is the maximum amount allowed per calendar year. The amount from this field is included in Boxes 1, 3, and 5 on the employee W-2.|
 ^Taxable Gross|This amount is calculated based on the amounts entered in the column above it. The amount from this field is displayed in Box 1 on the employee W-2 and as Withhold Gross on the W-2 Report.\\  \\  <WRAP Box>**Note**:  If 457 withdraw is indicated on this page for 2006 or later year, the taxable gross on this page will not agree with the taxable gross on the W-2 or the W-2 Inquiry page. See the IRS instructions for forms 1099-R, 5498, W-2, and W-3.</WRAP>| ^Taxable Gross|This amount is calculated based on the amounts entered in the column above it. The amount from this field is displayed in Box 1 on the employee W-2 and as Withhold Gross on the W-2 Report.\\  \\  <WRAP Box>**Note**:  If 457 withdraw is indicated on this page for 2006 or later year, the taxable gross on this page will not agree with the taxable gross on the W-2 or the W-2 Inquiry page. See the IRS instructions for forms 1099-R, 5498, W-2, and W-3.</WRAP>|
 +
 +VCV Click **Refresh Taxable Gross** to update the taxable gross amount if any information is changed.
 +
 ^Withholding Tax|Type the amount of federal income tax withheld from the employee's pay during the current calendar year. The amount from this field displays in Box 2 on the employee W-2 and as Withhold Tax on the W-2 Report.| ^Withholding Tax|Type the amount of federal income tax withheld from the employee's pay during the current calendar year. The amount from this field displays in Box 2 on the employee W-2 and as Withhold Tax on the W-2 Report.|
 ^Medicare Gross|Type the annual gross pay amount that is used to calculate Medicare withholding. The amount from this field displays in Box 5 on the employee W-2 and as Med Gross on the W-2 Report.| ^Medicare Gross|Type the annual gross pay amount that is used to calculate Medicare withholding. The amount from this field displays in Box 5 on the employee W-2 and as Med Gross on the W-2 Report.|
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 ^Non-TRS Reimbr Base|Type the basic amount of the employee's pay that was exempt from non-TRS reimbursement during the current calendar year. The amount from this field displays in Box 14 (TXA) on the employee W-2.| ^Non-TRS Reimbr Base|Type the basic amount of the employee's pay that was exempt from non-TRS reimbursement during the current calendar year. The amount from this field displays in Box 14 (TXA) on the employee W-2.|
 ^N-TRS N-Tax Bus Allow|Type the amount of any paid business allowances that were not subject to federal income tax or TRS deductions during the current calendar year. The amount from this field is displayed in Box 14 (NTA) on the employee W-2.\\  \\  <WRAP box>**Note**:  The non-TRS nontax business allowance amount is not included in the taxable gross calculations if the calendar year is greater than 2013.</WRAP>| ^N-TRS N-Tax Bus Allow|Type the amount of any paid business allowances that were not subject to federal income tax or TRS deductions during the current calendar year. The amount from this field is displayed in Box 14 (NTA) on the employee W-2.\\  \\  <WRAP box>**Note**:  The non-TRS nontax business allowance amount is not included in the taxable gross calculations if the calendar year is greater than 2013.</WRAP>|
-^N-TRS N-Tax N-Pay Allow|Type the amount of any nonpaid business allowances that were not subject to federal income tax or TRS deduction during the current calendar year. The amount from this field is displayed in Box 14 (NTA) of the employee's W-2.\\  \\  <WRAP Box>**Note**:  The non-TRS nontax nonpay business allowance amount is not included in the taxable gross calculations if the calendar year is greater than 2013.</WRAP>|+^N-TRS N-Tax N-Pay Allow|Type the amount of any nonpaid business allowances that were not subject to federal income tax or TRS deduction during the current calendar year. The amount from this field is displayed in Box 14 (NTA) on the employee's W-2.\\  \\  <WRAP Box>**Note**:  The non-TRS nontax nonpay business allowance amount is not included in the taxable gross calculations if the calendar year is greater than 2013.</WRAP>|
 ^Health Ins|Type the amount paid for the employee's health insurance (AC or HI type deduction codes) during the current calendar year that was not sheltered under the cafeteria plan. The amount from this field displays in Box 14 (HEALTH) on the employee W-2.| ^Health Ins|Type the amount paid for the employee's health insurance (AC or HI type deduction codes) during the current calendar year that was not sheltered under the cafeteria plan. The amount from this field displays in Box 14 (HEALTH) on the employee W-2.|
 ^Unemployment Tax|Type the amount paid for the employee's unemployment tax during the current calendar year.| ^Unemployment Tax|Type the amount paid for the employee's unemployment tax during the current calendar year.|
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 ^Annuity Roth 457b|Type the amount deferred by the employee for a Roth 457b annuity (R2 deduction type). The amount from this field displays in Box 12 (EE) on the employee W-2.| ^Annuity Roth 457b|Type the amount deferred by the employee for a Roth 457b annuity (R2 deduction type). The amount from this field displays in Box 12 (EE) on the employee W-2.|
  
-Under **Unemployment Data**, complete the following fields:+VCV Under **Unemployment Data**, complete the following fields:
  
 ^First Quarter|Type the quarterly gross and tax values.| ^First Quarter|Type the quarterly gross and tax values.|
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-When an amount has been changed in certain fields on this tab, the Please select the pay date to be used for the pay history records field displays. Click {{:images:dropdown.gif|Drop-down Arrow}} to select a date that is used for the pay and distribution history records. Be sure to select a pay date that is within the quarter in which you want to make the change. Changes are displayed on the Quarterly 941 Worksheet (HRS5000) report within the quarter attached to the pay date in the Pay Dates table. A pay date must be selected if you click **Save** to save the record.+When an amount has been changed in certain fields on this tab, the **Please select the pay date to be used for the pay history records** field displays. Click {{:images:dropdown.gif|Drop-down Arrow}} to select a date that is used for the pay and distribution history records. Be sure to select a pay date that is within the quarter in which you want to make the change. Changes are displayed on the Quarterly 941 Worksheet (HRS5000) report within the quarter attached to the pay date in the Pay Dates table. A pay date must be selected if you click **Save** to save the record.
  
-Click **Update Taxable Gross** to update the taxable gross amount if any information is changed. +VCV Click **Preview** to view the Calendar YTD Record Changes report. The following fields are displayed:\\  \\    
- +
-Click **Save**. +
- +
-Click **Preview** to view the Calendar YTD Record Changes report. The following fields are displayed:\\  \\    +
  
   * **Field Name** - name of the field that was changed.   * **Field Name** - name of the field that was changed.
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   * **Adjusted Amt** - new or adjusted amount.   * **Adjusted Amt** - new or adjusted amount.
   * **Net Change** - the difference between the original and the adjusted amounts.   * **Net Change** - the difference between the original and the adjusted amounts.
 +
 +VCV Under **FFCRA Payments**, the following fields are available for the 2020 and 2021 calendar years:
 +
 +You can either manually update the fields on this page or use the **Update Cal YTD** button on the Payroll > Utilities > FFCRA Payments page to update the fields.
 +
 +<WRAP box>**Note**: If any of these amounts are greater than zero, the field and amount are displayed in Box 14 on the employee's W-2.
 +</WRAP>
 +
 +
 +
 +^EPSLA Regular|Type the amount paid to the employee at the Emergency Paid Sick Leave Act (EPSLA) regular rate for the calendar year.|
 +^EPSLA Two-Thirds|Type the amount paid to the employee at the Emergency Paid Sick Leave Act (EPSLA) two-thirds rate for the calendar year.  |
 +^EFMLEA|Type the amount paid to the employee at the Emergency Family and Medical Leave Expansion Act (EFMLEA) rate for the calendar year. |
 +
  
 <WRAP Box >**Note**:  It is recommended that you preview and print changes before saving. </WRAP> <WRAP Box >**Note**:  It is recommended that you preview and print changes before saving. </WRAP>
  
-[[general:printreport|Review the report.]]+ 
 +VCV Click **Save**. 
  
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payroll/maintenance/calendarytddata/calendarytd.1589475544.txt.gz · Last modified: 2020/05/14 11:59 (external edit)

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