The following steps will explain in detail how to add a new Deduction Group...
1.First open the Deduction Groups form and then click the New button to clear the form so you can enter a new record. The cursor will be flashing at the top of the form in the Deduction Group field.
2.You must assign a unique Deduction Group ID for each Deduction Group, which can be up to 15 alphanumeric characters in length. For example: Hourly Group might be referenced as 'HOURGROUP'. When you have finished entering data for each field, press the TAB or ENTER key to move your cursor to the next field.
3.You can then enter a Description for the Deduction Group. This description will be seen next to the Deduction Group in all the Deduction Group combo boxes throughout the program.
4.Before you can do anything else on this form you must click the Add button next to the Deductions List box to add deduction types for this Group.
5.When you click the Add button the Add Deduction Types form will open. This form will list all the Deduction Types that are available to add to the Deductions List box. If you do not see a particular deduction you want to use, make sure it has already been created in the Deduction Types form. You will not be able to select the same deduction type more than once, so if it is already in the Deduction List box it will not appear in the Add Deduction Types form.
6.In the Add Deductions form use your mouse to click on all the deductions you want to add to the Deduction Groups form. When you have selected all the deduction types you want to add, click the Ok button. The Add Deductions form will close and all the deduction types you selected will be added to the Deductions List box on the Deduction Groups form. You will notice that all the fields and tax exemptions are filled in exactly like they were setup in the Deduction Types form.
7.You now have the choice of modifying any of the deduction types or tax exemptions that were added to the Deduction List box. You can do this by clicking on the Deduction you want to edit in the Deductions List box. Then edit the fields in the Deduction Information area, which is described below.
8.To remove a deduction that you added refer to the Deleting Deduction Groups topic.
You can edit any of the fields for the selected Deduction types in this area.
1.The Deduction ID field is read only and displays the Deduction ID that is selected in the Deductions List box.
2.In the Description field you can modify the default description for the selected deduction type.
3.The Paid By field will indicate whether the Employee or the Company is paying for the Deduction.
4.The Calculation Type combo box is the method or amount used to determine the amount of the deduction. You must enter a value in this field for each deduction type. There are four choices, which are described below.
Fixed Amount: Allows an actual non-calculated amount to be entered for the Deduction.
Hourly Amount: Allows an amount to be entered for the Deduction that is based on the hours worked.
Hourly Percent: Allows a percentage for the Deduction to be calculated based on the hours worked.
Percent: Allows a percentage for the Deduction to be calculated on the gross paycheck.
5.Based on the Calculation Type selected you will either see a field named Amount or Percent. If the Calculation Type is Fixed Amount then the Amount field will be displayed. Enter the actual amount you want the deduction to be. If the Calculation Type is Percent then enter the percent you want the deduction to be calculated on.
6.Enter the maximum annual amount that can be withheld for a deduction in the Limit field. If there is no limit then enter zero in this field.
7.Enter the Account ID you want to use by selecting it from the combo box. Normally deductions are setup as liability accounts.
8.The Active check box can be used to make a deduction type active or inactive. When the Active check box is deselected, the deduction type will in effect be disabled and you will not be able to use it.
9.The Begin Date is the date the deduction will start to deduct from the employees paycheck.
10.The End Date is the date the deduction will stop deducting from the employees paycheck. Leave this field blank to prevent the deduction from stopping.
This Line Item Detail is used to select the appropriate taxes to be withheld from a Deduction type for the Employee and the Company. The 2 Tab dialog box allows you select and group the Employee Taxes and the Company Taxes separately. Select as many tax types as appropriate for this Deduction. If a tax does not exist in the tax Line Item Detail, then you must first add it to the Deduction Types form.
1.Use your mouse and select the Employee Tax Tab.
2.Enter the Tax ID you want to use by selecting it from the combo box. The combo box will display only the taxes designated as Paid by: Employee. The description field will automatically fill in with the taxes description.
3.When you have completed the Employee Taxes, use your mouse to select the Company Taxes Tab.
4.Enter the Tax ID you wan tot use by selecting it from the combo box. The combo box will display only the taxes designated as Paid by: Company. The description field will automatically fill in with the taxes description.