Business

User Tools

Site Tools

Trace: • Employee/Supervisor - HRS2060
payroll:maintenance:calendarytddata:calendarytd

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revisionPrevious revision
Next revision		Previous revision
payroll:maintenance:calendarytddata:calendarytd [2020/09/14 20:56] – emorenopayroll:maintenance:calendarytddata:calendarytd [2021/10/28 14:43] (current) – emoreno
Line 26: Line 26:
 ^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>|
Line 38: Line 38:
 ^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.|
Line 49: Line 52:
 ^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.|
 ^Unemployment Gross|Type the annual gross pay amount that is used to calculate unemployment insurance premiums and benefits.| ^Unemployment Gross|Type the annual gross pay amount that is used to calculate unemployment insurance premiums and benefits.|
 ^Taxed Fringe Benefits|Type the amount of taxable fringe benefits paid to the employee during the current calendar year. The amount from this field displays in Box 14 (TFB) on the employee W-2 and as Tax Fringe Bnft on the W-2 Report.| ^Taxed Fringe Benefits|Type the amount of taxable fringe benefits paid to the employee during the current calendar year. The amount from this field displays in Box 14 (TFB) on the employee W-2 and as Tax Fringe Bnft on the W-2 Report.|
-^Dependent Care|Type the dependent care amount paid by the employee during the current calendar year. The amount from this field displays in Box 10 on the employee's W-2 and as Dep Care on the W-2 Report. The Cafeteria 125 amount should be verified if this amount is adjusted. If the employee dependent care amount causes the total dependent care (employee and employer) to exceed $5,000, the cafeteria 125 amount for that deduction is reduced for that paycheck.|+^Dependent Care|Type the dependent care amount paid by the employee during the current calendar year. The amount from this field displays in Box 10 on the employee W-2 and as Dep Care on the W-2 Report. The Cafeteria 125 amount should be verified if this amount is adjusted. If the employee dependent care amount causes the total dependent care (employee and employer) to exceed $5,000, the cafeteria 125 amount for that deduction is reduced for that paycheck.|
 ^Moving Exp Reimbr|Type the amount for any moving expense reimbursement paid to the employee the calendar year. The amount from this field displays in Box 12P on the employee W-2. This field is disabled for tax years that are greater than or equal to 2018.\\  \\  **Per the IRS, the 2018 tax law suspends the exclusion for qualified moving expense reimbursements**.| ^Moving Exp Reimbr|Type the amount for any moving expense reimbursement paid to the employee the calendar year. The amount from this field displays in Box 12P on the employee W-2. This field is disabled for tax years that are greater than or equal to 2018.\\  \\  **Per the IRS, the 2018 tax law suspends the exclusion for qualified moving expense reimbursements**.|
 ^TEA Health Ins Contr|Type the amount of the TEA health insurance contribution paid to the employee during the current calendar year.| ^TEA Health Ins Contr|Type the amount of the TEA health insurance contribution paid to the employee during the current calendar year.|
-^Emplr Depend Care|Type the dependent care amount paid by the employer during the current calendar year. The amount from this field displays in Box 10 on the employee's W-2. The Cafeteria 125 amount should be verified if this amount is adjusted.|+^Emplr Depend Care|Type the dependent care amount paid by the employer during the current calendar year. The amount from this field displays in Box 10 on the employee W-2. The Cafeteria 125 amount should be verified if this amount is adjusted.|
 ^Annuity Roth|Type the amount paid by the employer for a Roth 403b annuity (R1 deduction type). The amount from this field displays in Box 12 (BB) on the employee W-2.| ^Annuity Roth|Type the amount paid by the employer for a Roth 403b annuity (R1 deduction type). The amount from this field displays in Box 12 (BB) on the employee W-2.|
 ^HSA Emp Sal Red Contr|Type the amount the employee contributed to a Health Saving Account. When this field is populated from Payroll Processing, the amount is also included in the** Cafeteria 125** field. Therefore, if a change is made to the field, the **Cafeteria 125** field should also be changed.| ^HSA Emp Sal Red Contr|Type the amount the employee contributed to a Health Saving Account. When this field is populated from Payroll Processing, the amount is also included in the** Cafeteria 125** field. Therefore, if a change is made to the field, the **Cafeteria 125** field should also be changed.|
Line 75: Line 78:
  
  
-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.
  
-VCV 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:\\  \\    
- +
-VCV Click **Save** to save the changes. +
- +
-VCV Click **Preview** to view the Calendar YTD Record Changes report. [[general:printreport|Review the report.]] The following fields are displayed:\\  \\    +
  
   * **Field Name** - name of the field that was changed.   * **Field Name** - name of the field that was changed.
Line 87: Line 86:
   * **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>
  
 +
 +VCV Click **Save**.
  
  
payroll/maintenance/calendarytddata/calendarytd.1600117010.txt.gz · Last modified: 2020/09/14 15:56 (external edit)

Page Tools

Except where otherwise noted, content on this wiki is licensed under the following license: CC Attribution-Share Alike 4.0 International

Americans with Disabilities Act (ADA) and Web Accessibility

The Texas Computer Cooperative (TCC) is committed to making its websites accessible to all users. It is TCC policy to ensure that new and updated content complies with Web Content Accessibility Guidelines (WCAG) 2.0 Level AA. We welcome comments and suggestions to improve the accessibility of our websites. If the format of any material on our website interferes with your ability to access the information, use this form to leave a comment about the accessibility of our website.