Page Comparison

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• • If positions 3-4 has 39 (OHIO), then the state id number is in positions 248-267.  If pos 3-4 has a state other than 39 (OHIO), then the state id number in positions 248-268 is spaces.  
    • The position is looking at the Payee State for CCA. The State has to show as OH.

• • The correct state code number will be used in positions 3-4 and positions 274-275:
    • 18 for IN
    • 21 for KY
    • 26 for MI
    • 42 for PA
    • 54 for WV

• To make sure your districts are setup correctly for CCA reporting, is in PAYROLL ITEM CONFIGURATION for your cities, is look at Appendix A and B for the cities using the CCA Magnetic Media for W-2 Specifications and make sure all cities are entered:

  http://ccatax.ci.cleveland.oh.us/?p=mmspec

  If on Appendix A, then enter a CCA Code and check  with the city name entered in the CCA Description from Appendix A

  If on Appendix B, then enter a Code, don't check  and enter the city name in CCA Description from Appendix B.

  If not on either Appendix A or B, leave both fields blank and then they need to look on the https://thefinder.tax.ohio.gov/StreamlineSalesTaxWeb/Download/BoundaryData/Muni/OHMuniRateTable.csv spreadsheet and enter the city name in the CCA Description field.  This is for ALL cities, not just CCA.

  Verify employees PAYROLL ITEM City records and make sure the Deduction Type field is filled in for everyone, Employment or Residence.

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• The Suppress SSN/ID field allows you to choose if you want to suppress or print the SSN or Employee ID.  Check if wanting to 'Suppress SSN ID'.  (This is not yet available)
• Employer Health Coverage - Include employee and employer amounts in Box 12, Code DD? Check if 'Yes'.
• Job Level (Not being used at this time)
• Medicare Pickup - If this prompt is checked, Image Modified, the City Taxable Gross amount will be increased by medicare pick-up amount when W2 Processing is processed, ONLY.   The employee pays taxes on this amount when they file their tax return (not on a per pay basis).  
  • If the   box is checked and theMedicare Tax Payroll Item code is selected above, then the Medicare Pickup option is ignored.
• Does this municipality Tax Non Cash Earnings?  Check if 'Yes'

• The Voluntary option is used when selecting Suppress Voluntary Deductions when running payroll. If it is marked and a Suppress Voluntary Deductions payroll is run, it will not be withheld.

• The 'Add Gross To Payables Reports' is automatically checked.  If checked, the Applicable Gross and Total Gross will print on the Payables Detail Report. Uncheck if not wanting Gross's to print on report.

• Required field is to indicate which Payroll Item records are or may be required for all employees. Check if 'Required'.

• Show On Create Wizard - This has not been created yet. In the future when you create an employee, any payroll item config will show up on the screen so the user will know what payroll items to create. (This is not yet available).

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• Enter the Payroll Item Configuration number in the Code field. 
• Enter the Payroll Item Configuration name in the Name field.
• The Abbreviation is how the Payroll Item will appear on employees' check stubs.
• What W2 Abbreviation should be given to this Payroll Item to be printed on the employee's W-2's? The first eight characters entered will be printed on the employee's W-2.
• Payroll Items can be paid through Processing/Process Outstanding Payables according to what Payment cycle is entered. Payment cycle choices are as follows:
  • None
  • Every Payroll
  • Monthly
  • Quarterly
  • Annually
  • 1 thru 9 - User Defined Cycles
• Federal Payroll Item Configuration cannot be archived. User will get an error:

• Options

  • The Suppress SSN/ID field allows you to choose if you want to suppress or print the SSN or Employee ID.  Check if wanting to 'Suppress SSN ID'.  (This is not yet available)
    • Employer Health Coverage - Include employee and employer amounts in Box 12, Code DD? Check if 'Yes'.
    • Job Level (Not being used at this time)
    • The Print Employer Amount field is used to indicate whether the amount contributed by the board should be printed on the employee pay stubs and Pay Report.

    • The Voluntary option is used when selecting Suppress Voluntary Deductions when running payroll. If it is marked and a Suppress Voluntary Deductions payroll is run, it will not be withheld.

    • The 'Add Gross To Payables Reports' is automatically checked.  If checked, the Applicable Gross and Total Gross will print on the Payables Detail Report. Uncheck if not wanting Gross's to print on report.

    • Required field is to indicate which Payroll Item records are or may be required for all employees. Check if 'Required'.

    • Show On Create Wizard - This has not been created yet. In the future when you create an employee, any payroll item config will show up on the screen so the user will know what payroll items to create. (This is not yet available).

  Payee Information

  • A Payee selection is for the name of the company to which the Payroll Item is to be paid.   This is required.

Flexible Spending Account (FSA)

Image Modified

Field Definitions

• Type Annuity will be entered in the Type field.
  • Enter the Payroll Item Configuration number in the Code field. 
  • Enter the Payroll Item Configuration name in the Name field.
  • The Abbreviation is how the Payroll Item will appear on employees' check stubs.
  • What W2 Abbreviation should be given to this Payroll Item to be printed on the employee's W-2's? The first eight characters entered will be printed on the employee's W-2.
  • Payroll Items can be paid through Processing/Process Outstanding Payables according to what Payment cycle is entered. Payment cycle choices are as follows:
    • None
    • Every Payroll
    • Monthly
    • Quarterly
    • Annually
    • 1 thru 9 - User Defined Cycles
  • The Archived option can be checked to hide old Payroll Items Configurations on the grid. (If marked as Archived, this Payroll Item will not be pulled into Payroll)
  • Annuity type This question will be asked for all annuity Payroll Item records that you enter. It is critical that this field is coded correctly since it is used when processing W2's. Failure to enter the appropriate code will cause the annuities to be coded as 403(b). This deduction type is generally considered a Section 125, treated as non-wages. If a different annuity type is entered, a warning will be issued. Contact the annuity company to get an official ruling on this question if you are not sure about the annuity type.
    • 401(a),STRS and SERS
    • 401(k)
    • 403(b)
    • 408(k)(6)
    • 457
    • 501(c)(18)(d)
    • Section 125, treated as non wages (Health Reimbursement Account - HSA is treated as a Section 125)
    • Section 125, treated as wages
    • Other

  • Options

    • The Suppress SSN/ID field allows you to choose if you want to suppress or print the SSN or Employee ID.  Check if wanting to 'Suppress SSN ID'.  (This is not yet available)
      • Employer Health Coverage - Include employee and employer amounts in Box 12, Code DD? Check if 'Yes'.
      • Job Level (Not being used at this time)
      • The Print Employer Amount field is used to indicate whether the amount contributed by the board should be printed on the employee pay stubs and Pay Report.

      • The Voluntary option is used when selecting Suppress Voluntary Deductions when running payroll. If it is marked and a Suppress Voluntary Deductions payroll is run, it will not be withheld.

      • The 'Add Gross To Payables Reports' is automatically checked.  If checked, the Applicable Gross and Total Gross will print on the Payables Detail Report. Uncheck if not wanting Gross's to print on report.

      • Required field is to indicate which Payroll Item records are or may be required for all employees. Check if 'Required'. 

      • Show On Create Wizard - This has not been created yet. In the future when you create an employee, any payroll item config will show up on the screen so the user will know what payroll items to create. (This is not yet available).

    Payee Information

    • A Payee selection is for the name of the company to which the Payroll Item is to be paid.   This is required.

Health Savings Account

Field Definitions

• Type Health Savings Account will be entered in the Type field.
  • Enter the Payroll Item Configuration number in the Code field.
  • Enter the Payroll Item Configuration name in the Name field.
  • The Abbreviation is how the Payroll Item will appear on employees' check stubs.
  • What W2 Abbreviation should be given to this Payroll Item to be printed on the employee's W-2's? The first eight characters entered will be printed on the employee's W-2.
  • Payroll Items can be paid through Processing/Process Outstanding Payables according to what Payment cycle is entered. Payment cycle choices are as follows:
    • None
    • Every Payroll
    • Monthly
    • Quarterly
    • Annually
    • 1 thru 9 - User Defined Cycles
  • The Archived option can be checked to hide old Payroll Items Configurations on the grid. (If marked as Archived, this Payroll Item will not be pulled into Payroll)
  • Annuity type - should be marked as 'Other'. This will cause the HSA (board and employee contribution amounts) to appear on the W2 in Box 12 with a code of W.

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• Payee Information

  • A Payee selection is for the name of the company to which the Payroll Item is to be paid.   This is required.
  • State Annuity Options
    • Identify how the other state honors annuities by checking the various State Honor Annuities fields. The other state tax agency should be contacted when determining what type of annuities, the state honors.
      
      
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Edit Payroll Item Configuration

Only fields that are allowed to be edited will be displayed.

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