Scenario 1: A payment(s) was paid using an USAS disbursement and the amount is to be included on the employee’s W2 as Federal, State, City (if applicable), Medicare, and OSDI (if applicable) wages.  There are pays remaining in the calendar year.

The payment can be included in a remaining payroll using Payroll Payments - Future or Payroll Payments - Current.

The employee’s Total Gross and Applicable Gross on Federal, State, City (if applicable and based on how the Payroll Item Configuration>Tax Non Cash checkbox is marked), Medicare, and OSDI (if applicable) Payroll Items YTD totals will be updated.

This amount will be included on the employee’s W2 in Box 1, Box 5, Box 16, and Box 18.

• Prior to the last pay of the calendar year, total the amounts paid through a USAS disbursement.

• Go to Payroll>Payroll Payments - Future or Payroll Payments - Current.
• Click Create:
  • If using Payroll - Payroll Current, select the appropriate payroll.
  • Employee = Select the appropriate employee.
  • Compensation = Select the appropriate compensation.
  • Description = Enter if desired.
  • Pay Type = Non-Cash Taxable Benefits. 
  • Units = 1.
  • Rate = Amount of benefit needing to be reported on the employee's W2.
  • Click Save.

If the Non-cash Taxable Benefit Pay Type was not used prior to the last pay of the calendar year, a Core>Adjustment to the Federal Tax Payroll Item is required.  The Taxable Benefits Adjustment will automatically update the The payment can be included in a remaining payroll using Payroll Payments - Future or Payroll Payments - Current.

The employee’s Total Gross and Applicable Gross amounts on the Federal Tax, Ohio State Tax, City (if applicable and based on how the Payroll Item Configuration>Tax Non Cash checkbox is marked), Medicare, and OSDI (if applicable) , and Medicare Payroll Items .  No further adjustments for Total Gross and Applicable Gross are necessary. YTD totals will be updated.

This amount will be included on the employee’s W2 in Box 1, Box 5, Box 16, and Box 18.

...

• Determine the amount(s)

  Prior to the last pay of the calendar year, total the amounts paid through a USAS disbursement.

• Go to Core>AdjustmentsPayroll>Payroll Payments - Future or Payroll Payments - Current.
• Click 'Create.'

  • Employee - Locate the employee by name or id.

  • Payroll Item - Choose Federal Tax. 

  • Type - Choose Taxable Benefits.

  • Transaction Date - Enter or choose date from calendar.

  • Amount - Enter in the amount of the USAS disbursement.

  • Description - Enter in a description (optional).

  • Click Save.

...

• Create:
  • If using Payroll - Payroll Current, select the appropriate payroll.
  • Employee = Select the appropriate employee.
  • Compensation = Select the appropriate compensation.
  • Description = Enter if desired.
  • Pay Type = Non-Cash Taxable Benefits. 
  • Units = 1.
  • Rate = Amount of benefit needing to be reported on the employee's W2.
  • Click Save.

If the Non-cash Taxable Benefit Pay Type was not used prior to the last pay of the calendar year, a Core>Adjustment to the Federal Tax Payroll Item is required.  The Taxable Benefits Adjustment will automatically update the Total Gross and Applicable Gross amounts on the Federal Tax, Ohio State Tax, City (if applicable and based on how the Payroll Item Configuration>Tax Non Cash checkbox is marked), and OSDI (if applicable), and Medicare Payroll Items.  No further adjustments for Total Gross and Applicable Gross are necessary. 

This amount will be included on the employee’s W2 in Box 1, Box 5, Box 16, and Box 18.

• Determine the amount(s) paid through a USAS disbursement.

• Go to Core>Adjustments.

• Click 'Create.'

  • Employee - Locate the employee by name or id.

  • Payroll Item

...

• • - Choose Federal Tax. 

  • Type - Choose Taxable Benefits.

  • Transaction Date

...

• • - Enter

...

• • or choose date from calendar.

  • Amount

...

• • - Enter in the amount of the

...

• • USAS disbursement.

  • Description - Enter in a description (optional).

  • Click Save.

Click Create.
• Employee = Locate the employee by name or id.
• Payroll Item = Medicare.
Type = If Medicare is paid entirely by the Board (2.90% total).
• The Medicare withholding must be paid.  The Board will need to pay for both the Employee and Employer portion of Medicare. The employee can then reimburse the district - if desired.  If Medicare is paid by both the employee and the board, create a Core>Adjustments for the Medicare Payroll Item using the Type of Amount Withheld and/or Board's Amount of payroll item. 
• Transaction Date = Enter a date within the current posting period.
• Amount = Enter the amount of the calculated employer Medicare owed.
• Description = Can be added if desired.
• Click Save.
•  If Medicare is fully board paid, create a Core>Adjustments for the Medicare Payroll Item using the Type of Board Pickup Amount of Payroll Item.  This adjustment will update both the Medicare pickup and Medicare on the W2.  Another adjustment will need to be made to balance the 941 QTD Employer's Medicare Contribution using Type of Board's Amount of payroll item for this amount.
  • If Medicare is paid by both the employee and the board:
    • Go to Core>Adjustments.
      • Click
'
• • • • Create.
'
• • • • • Employee
- Find
• • • • • = Locate the employee by
typing in a few characters of first or last name
• • • • • name or id.
        • Payroll Item
- Choose
• • • • • = Medicare
Tax
• • • • • .
 
• • • • • Type
- Choose Board Pickup Amount of the Payroll Item. 
• • • • • = Amount Withheld.
        • Transaction Date
-
• • • • • = Enter
or choose date from calendar
• • • • • a date within the current posting period.
        • Amount
-
• • • • • = Enter
in
• • • • • the
Board Pickup Amount of Medicare (1.45%) This will update both Medicare Pickup and Medicare on the employee's W2.Description - Enter in a description (optional)
• • • • • amount of the calculated employee Medicare owed.
        • Description = Can be added if desired.
        • Click Save
.

Scenario 3: A payment was paid using an USAS disbursement and the amount is to be included on the employee’s W2 as Federal and State wages.  There are pays remaining in the calendar year. 

The employee’s Total Gross and Applicable Gross on Federal and State Payroll Items YTD totals will be updated.

This amount will be included on the employee’s W2 in Box 1 and Box 16. 

• Determine total the amount paid through a USAS disbursement.

• Using Payroll Payments - Future or Payroll Payments - Current, create a record for the employee using the Non-cash Taxable Benefits Pay Type.

  • Go to Payroll>Payroll Payments - Future or Payroll Payments - Current
  • Click Create:
    • If using Payroll - Payroll Current, select the appropriate payroll
    • Employee = Select the appropriate employee
    • Compensation = Select the appropriate compensation 
    • Description = Enter if desired
    • Pay Type = Non-Cash Taxable Benefits 
    • Units = 1
    • Rate = Amount of benefit needing to be reported on the employee's W2
    • Click Save

• • • • • .
      • Click Create.
        • Employee = Locate the employee by name or id.
        • Payroll Item = Medicare.
        • Type = Board's Amount of payroll item. 
        • Transaction Date = Enter a date within the current posting period.
        • Amount = Enter the amount of the calculated employer Medicare owed.
        • Description = Can be added if desired.
        • Click Save.
  • If Medicare is paid entirely by the Board (2.90% total).

• • • Go to Core>Adjustments.

      • Click 'Create.'

        • Employee - Find employee by typing in a few characters of first or last name.

        • Payroll Item - Choose

...

• • • • • Medicare Tax. 

        • Type - Choose

...

• • • • • Board Pickup Amount of the Payroll Item. 

        • Transaction Date - Enter or choose date from calendar.

        • Amount - Enter in the

...

• • • • • Board Pickup Amount of Medicare (1.45%) This will update both Medicare Pickup and Medicare on the employee's W2.

        • Description - Enter in a description (optional).

        • Click

...

• • • • • Save.

...

...

...

The payment can be included in a remaining payroll using Payroll Payments - Future or Payroll Payments - Current.

...

If the Non-cash Taxable Benefit Pay Type was not used prior to the last pay of the calendar year, a Core>Adjustment to the Federal Tax Payroll Item is required.  The Taxable Benefits Adjustment will automatically update the Total Gross and Applicable Gross amounts on the Federal Tax, Ohio State Tax, City (if applicable and based on how the Payroll Item Configuration>Tax Non Cash checkbox is marked), and OSDI (if applicable), and Medicare Payroll Items.  No further adjustments for Total Gross and Applicable Gross are necessary. 

The employee’s Total Gross and Applicable Gross on Federal, State, City (if applicable and based on how the Payroll Item Configuration>Tax Non Cash checkbox is marked), Medicare, and OSDI (if applicable) Payroll Items YTD totals will be updated.

...

• Determine the total amount(s) paid through an USAS disbursement.

• Go to Core>Adjustments.

  • Click Create.

    • Employee - Select the appropriate employee.

    • Payroll Item - Choose Federal Tax. 

    • Type - Choose Taxable Benefits.

    • Transaction Date - Enter or choose date from calendar.

    • Amount - Enter in the amount of the benefit needing to be reported on the employee's W2 .

    • Description - Enter if desired.

    • Click Save.

• The Medicare withholding must be paid.  The Board will need to pay for both the Employee and Employer portion of Medicare. The employee can then reimburse the district - if desired.  If Medicare is paid by both the employee and the board, create a Core>Adjustments for the Medicare Payroll Item using the Type of Amount Withheld and/or Board's Amount of payroll item.  If Medicare is fully board paid, create a Core>Adjustments for the Medicare Payroll Item using the Type of Board Pickup Amount of Payroll Item.  This adjustment will update both the Medicare pickup and Medicare on the W2.  Another adjustment will need to be made to balance the 941 QTD Employer's Medicare Contribution using Type of Board's Amount of payroll item for this amount.
  • If Medicare is paid by both the employee and the board:
    • Go to Core>Adjustments.
      • Click Create.
        • Employee = Locate the employee by name or id.
        • Payroll Item = Medicare.
        • Type = Amount Withheld.
        • Transaction Date = Enter a date within the current posting period.
        • Amount = Enter the amount of the calculated employee Medicare owed.
        • Description = Can be added if desired.
        • Click Save.
      • Click Create.
        • Employee = Locate the employee by name or id.
        • Payroll Item = Medicare.
        • Type = Board's Amount of payroll item. 
        • Transaction Date = Enter a date within the current posting period.
        • Amount = Enter the amount of the calculated employer Medicare owed.
        • Description = Can be added if desired.
        • Click Save.
  • If Medicare is paid entirely by the Board (2.90% total).

...

A Core>Adjustment using the Fringe Benefits Type is required.  The Fringe Benefit Adjustment will automatically update the Total Gross and Applicable Gross amounts on the Federal Tax and Ohio State Tax Payroll Items.  No further adjustments for Total Gross and Applicable Gross are necessary.

The employee’s Total Gross and Applicable Gross on Federal and State Payroll Items YTD totals will be updated.

...

If the Non-cash Taxable Benefit Pay Type was not used prior to the last pay of the calendar year, a Core>Adjustment to the Federal Tax Payroll Item is required.  The Taxable Benefits Adjustment will automatically update the Total Gross and Applicable Gross amounts on the Federal Tax, Ohio State Tax, City (if applicable and based on how the Payroll Item Configuration>Tax Non Cash checkbox is marked), and OSDI (if applicable), and Medicare Payroll Items.  No further adjustments for Total Gross and Applicable Gross are necessary. 

The employee’s Total Gross and Applicable Gross on Federal, State, City (if applicable and based on how the Payroll Item Configuration>Tax Non Cash checkbox is marked), Medicare, and OSDI (if applicable) Payroll Items YTD totals will be updated.

...

• Determine the total amount(s) paid through an USAS disbursement.

• Go to Core>Adjustments.

  • Click Create.

    • Employee - Select the appropriate employee.

    • Payroll Item - Choose Federal Tax. 

    • Type - Choose Taxable Benefits.

    • Transaction Date - Enter or choose date from calendar.

    • Amount - Enter in the amount of the benefit needing to be reported on the employee's W2 .

    • Description - Enter if desired.

    • Click Save.

• The Medicare withholding must be paid.  The Board will need to pay for both the Employee and Employer portion of Medicare. The employee can then reimburse the district - if desired.  If Medicare is paid by both the employee and the board, create a Core>Adjustments for the Medicare Payroll Item using the Type of Amount Withheld and/or Board's Amount of payroll item.  If Medicare is fully board paid, create a Core>Adjustments for the Medicare Payroll Item using the Type of Board Pickup Amount of Payroll Item.  This adjustment will update both the Medicare pickup and Medicare on the W2.  Another adjustment will need to be made to balance the 941 QTD Employer's Medicare Contribution using Type of Board's Amount of payroll item for this amount.
  • If Medicare is paid by both the employee and the board:
    • Go to Core>Adjustments.
      • Click Create.
        • Employee = Locate the employee by name or id.
        • Payroll Item = Medicare.
        • Type = Amount Withheld.
        • Transaction Date = Enter a date within the current posting period.
        • Amount = Enter the amount of the calculated employee Medicare owed.
        • Description = Can be added if desired.
        • Click Save.
      • Click Create.
        • Employee = Locate the employee by name or id.
        • Payroll Item = Medicare.
        • Type = Board's Amount of payroll item. 
        • Transaction Date = Enter a date within the current posting period.
        • Amount = Enter the amount of the calculated employer Medicare owed.
        • Description = Can be added if desired.
        • Click Save.
  • If Medicare is paid entirely by the Board (2.90% total).

• • • Go to Core>Adjustments.

      • Click 'Create.'

        • Employee - Find employee by typing in a few characters of first or last name.

        • Payroll Item - Choose Medicare Tax. 

        • Type - Choose Board Pickup Amount of the Payroll Item. 

        • Transaction Date - Enter or choose date from calendar.

        • Amount - Enter in the Board Pickup Amount of Medicare (1.45%) This will update both Medicare Pickup and Medicare on the employee's W2.

        • Description - Enter in a description (optional).

        • Click Save.

Scenario 11: A payment is to be included on the employee’s W2 as Federal and State wages.

...

 All payments are to be included on the employee's W2 as Federal and State wages.  

A Core>Adjustment using the Fringe Benefits Type is required.  The Fringe Benefit Adjustment will automatically update the Total Gross and Applicable Gross amounts on the Federal Tax and Ohio State Tax Payroll Items.  No further adjustments for Total Gross and Applicable Gross are necessary.

The employee’s Total Gross and Applicable Gross on Federal and State Payroll Items YTD totals will be updated.

...

Non-Cash Amounts for W2 Reporting

Scenario 1 is used prior to the last calendar year payroll, using the Non-cash Taxable Benefit type and district wants the amount to appear on the W2 as wages but NOT in Box 14 as Fringe Benefits:

Scenario 2 is NOT used before last calendar year payroll and district wants the amount to appear on the W2 as wages in Box 14 as Fringe Benefits

Scenario 3 is NOT used before last calendar year payroll and district wants the amount to appear on the W2 as wages but NOT in Box 14 as Fringe Benefits

Scenario 2

If the Non-cash Taxable Benefit Pay Type was not used during a payroll, the following would need to be done.

If the district wants the amount to appear on the W2 as wages and in Box 14 as Fringe Benefits:

• Calculate the amount of Medicare tax as it applies to the total.  If there is Medicare pickup be sure to inflate the Medicare amount as well as the Total and Applicable Gross.

• If City withholding is needed, calculate the amount of City tax as it applies to the total.

• If OSDI withholding is needed, calculate the amount of the OSDI tax as it applies to the total.

• Manually increase the total and applicable (taxable) gross amount on the Medicare records: 

• Go to Core>Adjustments

  • Click 'Create'

  • Employee - Find employee by typing in a few characters of first or last name

  • Payroll Item - Choose Medicare Tax 

  • Type - Choose Total Gross

  • Transaction Date - Enter or choose date from calendar

  • Amount - Enter in the amount to be included in the total gross

  • Description - Enter in a description (optional)

  • Click 'Save'

• Go to Core>Adjustments

• Click 'Create'

  • Employee - Find employee by typing in a few characters of first or last name

  • Payroll Item - Choose Medicare Tax 

  • Type -Choose Applicable Gross

  • Transaction Date - Enter or choose date from calendar

  • Amount - Enter in the amount to be included in the applicable gross

  • Description - Enter in a description (optional)

  • Click 'Save'

  • Repeat the same process for OSDI and City records.

• To add employee Medicare Amount Withheld and Board Amount of Payroll Item (district will pay for both or ask employee for reimbursement)

• Go to Core>Adjustments

• Click 'Create'

  • Employee - Find employee by typing in a few characters of first or last name

  • Payroll Item - Choose Medicare Tax 

  • Type - Choose Amount Withheld

  • Transaction Date - Enter or choose date from calendar

  • Amount - Enter in the withholding amount of Employee Medicare

  • Description - Enter in a description (optional)

  • Click 'Save'

  • Go to Core>Adjustments

• Click 'Create'

  • Employee - Find employee by typing in a few characters of first or last name

  • Payroll Item - Choose Medicare Tax 

  • Type - Choose Board Amount of Payroll Item

  • Transaction Date - Enter or choose date from calendar

  • Amount - Enter in the Board Amount of Medicare

  • Description - Enter in a description (optional)

  • Click 'Save'

• OR if fully paid by Board:

• Go to Core>Adjustments

• Click 'Create'

  • Employee - Find employee by typing in a few characters of first or last name

  • Payroll Item - Choose Medicare Tax 

  • Type - Choose Board Pickup Amount of the Payroll Item 

  • Transaction Date - Enter or choose date from calendar

  • Amount - Enter in the Board Pickup Amount of Medicare (1.45%) This will update both Medicare Pickup and Medicare on the employee's W2

  • Description - Enter in a description (optional)

  • Click 'Save'

• Enter the amount as a Fringe Benefit on the Federal record: (this will update the Federal and State Total and Applicable Gross amounts and show in Box 14)

• Go to Core>Adjustments

• Click 'Create'

  • Employee - Find employee by typing in a few characters of first or last name

  • Payroll Item - Choose Federal Tax 

  • Type - Choose Fringe Benefits

  • Transaction Date - Enter or choose date from calendar

  • Amount - Enter in the amount of the Fringe Benefit

  • Description - Enter in a description (optional)

  • Click 'Save'

Scenario 3

...

Non-Cash Amounts for W2 Reporting

Scenario 1 is used prior to the last calendar year payroll, using the Non-cash Taxable Benefit type and district wants the amount to appear on the W2 as wages but NOT in Box 14 as Fringe Benefits:

Scenario 2 is NOT used before last calendar year payroll and district wants the amount to appear on the W2 as wages in Box 14 as Fringe Benefits

Scenario 3 is NOT used before last calendar year payroll and district wants the amount to appear on the W2 as wages but NOT in Box 14 as Fringe Benefits

Scenario 2

If the Non-cash Taxable Benefit Pay Type was not used during a payroll, the following would need to be done.

If the district wants the amount to appear on the W2 as wages and NOT in Box 14 as Fringe Benefits:

• Using the Taxable Benefits Type, this amount would only be entered under the 001 Federal Payroll Item. This will update the total and taxable gross totals on the Federal , State, City (If applicable) OSDI and Medicare records during W2 Report.No manual adjustments are needed for the Gross and Taxable Gross amounts.Enter the amount as a 'Taxable Benefits' on the 001 Federal record: Calculate the amount of Medicare tax as it applies to the total.  If there is Medicare pickup be sure to inflate the Medicare amount as well as the Total and Applicable Gross.

• If City withholding is needed, calculate the amount of City tax as it applies to the total.

• If OSDI withholding is needed, calculate the amount of the OSDI tax as it applies to the total.

• Manually increase the total and applicable (taxable) gross amount on the Medicare records: 

• Go to Core>Adjustments

  • Click 'Create'

  • Employee - Find employee by typing in a few characters of first or last name

  • Payroll Item - Choose Medicare Tax 

  • Type - Choose Total Gross

  • Transaction Date - Enter or choose date from calendar

  • Amount - Enter in the amount to be included in the total gross

  • Description - Enter in a description (optional)

  • Click 'Save'

• Go to Core>Adjustments

• Click 'Create'

  • Employee - Find employee by typing in a few characters of first or last name

  • Payroll Item - Choose Federal Medicare Tax 

  • Type -Choose Taxable BenefitsApplicable Gross

  • Transaction Date - Enter or choose date from calendar

  • Amount - Enter in the amount of the Fringe Benefitto be included in the applicable gross

  • Description - Enter in a description (optional)

  • Click 'Save'

Medicare Total and Taxable Amounts will automatically be increased by the Taxable Benefit Amount so Medicare tax will need to be recorded and paid.  If the Medicare withholding is paid by the employee (1.45%) and employer (1.45%), adjustments must be made to the Amount Withheld and Board Amount of Payroll Item.

...

• • Repeat the same process for OSDI and City records.

• To add employee Medicare Amount Withheld and Board Amount of Payroll Item (

...

• district will pay for both or ask employee for reimbursement)

• Go to Core>Adjustments

• Click 'Create'

  • Employee - Find employee by typing in a few characters of first or last name

  • Payroll Item - Choose Medicare Tax 

  • Type - Choose Amount Withheld

  • Transaction Date - Enter or choose date from calendar

  • Amount - Enter in the withholding amount of Employee Medicare

  • Description - Enter in a description (optional)

  • Click 'Save'

  • Go to Core>Adjustments

• Click 'Create'

  • Employee - Find employee by typing in a few characters of first or last name

  • Payroll Item - Choose Medicare Tax 

  • Type - Choose Board Amount of Payroll Item

  • Transaction Date - Enter or choose date from calendar

  • Amount - Enter in the Board Amount of Medicare

  • Description - Enter in a description (optional)

  • Click 'Save'

• OR if fully paid by Board:

• Go to Core>Adjustments

• Click 'Create'

  • Employee - Find employee by typing in a few characters of first or last name

  • Payroll Item - Choose Medicare Tax 

  • Type - Choose Board Pickup Amount of the Payroll Item 

  • Transaction Date - Enter or choose date from calendar

  • Amount - Enter in the Board Pickup Amount of Medicare (1.45%) This will update both Medicare Pickup and Medicare on the employee's W2

  • Description - Enter in a description (optional)

  • Click 'Save'

• OR if fully paid by Board:Enter the amount as a Fringe Benefit on the Federal record: (this will update the Federal and State Total and Applicable Gross amounts and show in Box 14)

• Go to Core>Adjustments

• Click 'Create'

  • Employee - Find employee by typing in a few characters of first or last name

  • Payroll Item - Choose Medicare Federal Tax 

  • Type Type - Choose Board Pickup Amount of the Payroll Item Fringe Benefits

  • Transaction Date - Enter or choose date from calendar

  • Amount - Enter in the Board Pickup Amount of Medicare (1.45%) This will update both Medicare Pickup and Medicare on the employee's W2amount of the Fringe Benefit

  • Description - Enter in a description (optional)

  • Click 'Save'

...

• Go to Core>Adjustments

  • Click 'Create'

  • Employee - Find employee by typing in a few characters of first or last name

  • Payroll Item - Choose Federal Tax 

  • Type - Choose Total Gross

  • Transaction Date - Enter or choose date from calendar

  • Amount - Enter in the amount to be reduced from the total gross

  • Description - Enter in a description (optional)

  • Click 'Save'

• Go to Core>Adjustments

• Click 'Create'

  • Employee - Find employee by typing in a few characters of first or last name

  • Payroll Item - Choose Federal Tax 

  • Type - Choose Applicable Gross

  • Transaction Date - Enter or choose date from calendar

  • Amount- Enter in the amount to be reduced from the applicable (taxable) gross

  • Description- Enter in a description (optional)

  • Click 'Save'

...

Scenario 1

If paid through a USAS disbursement and district wants the amount to appear on the W2 as wages but not in Box 14 as Fringe Benefits:

...

• Calculate the amount of Medicare tax as it applies to the total.  If there is Medicare pickup, be sure to inflate the Medicare amount as well as the Total and Applicable Gross.

•  Go to Core>Adjustments

• • Click 'Create'
  • Employee - Find employee by typing in a few characters of first or last name
  • Payroll Item - Choose Medicare Tax 
  • Type - Choose Total Gross
  • Transaction Date - Enter or choose date from calendar
  • Amount - Enter in the amount to be included in the total gross
  • Description - Enter in a description (optional)
  • Click 'Save'

...

• Calculate the amount of Medicare tax as it applies to the total.  If there is Medicare pickup, be sure to inflate the Medicare amount as well as the Total and Applicable Gross.

• Before the last pay of the calendar year, enter withholding amount on the Medicare Payroll Item record as an Error Adjustment both Employee and Employer amounts.
• Manually increase the Total and Applicable Gross amount on the Medicare Payroll Item record (if applicable):

...

• • • Click 'Create'
    • Employee - Find employee by typing in a few characters of first or last name
    • Payroll Item - Choose Federal Tax
    • Type - Choose Fringe Benefits
    • Transaction Date - Enter or choose date from calendar
    • Amount - Enter in the amount of the Fringe Benefit
    • Description - Enter in a description (optional)
    • Click 'Save'

Scenario 3

If paid through USPS and district want the amounts to appear on the W2 in Box 14 as Fringe Benefits:

...

• Determine total the amount paid through a USAS disbursement.

• Calculate the amount of Medicare tax as it applies to the total.  If there is  Medicare pickup, be sure to inflate the Medicare amount as well as the Total and Applicable Gross.

• Before the last pay of the calendar year, enter the withholding amount on the Medicare Payroll Item record as an Error Adjustment for both Employee and Employer amounts.
• If City withholding is needed, calculate the amount of City tax as it applies to the total.
• Before the last pay of the calendar year, enter this amount on the City Payroll Item(s) as an Error Adjustment.
• Manually increase the Total and Applicable Gross amount on the Federal, Ohio, OSDI, city and Medicare records (if applicable) by the amount paid through the USAS disbursement:

...

Non-Cash Amounts for W2 Reporting

Scenario 1

Using Non-cash Taxable Benefit type prior to the last calendar year payroll and NOT in box 14 as Fringe Benefits

If the district wants the amount to appear on the W2 as wages but Not in box 14 as Fringe Benefits.

...

• • • Click 'Create'
    • Employee - Find employee by typing in a few characters of first or last name
    • Payroll Item - Choose Federal Tax 
    • Type - Choose Fringe Benefits
    • Transaction Date - Enter or choose date from calendar
    • Amount - Enter in the amount of the Fringe Benefit
    • Description - Enter in a description (optional)
    • Click 'Save'

Scenario 3

If 'Non-cash Taxable Benefit' pay type was not used during payroll processing, the Taxable Benefits (NC3) payment amount must be entered under the CORE/ADJUSTMENT JOURNAL, the following would need to be done.

...

•  

  Using the Taxable Benefits Type, this amount would only be entered under the 001 Federal Payroll Item. This will update the total and taxable gross totals on the Federal , State, City (If applicable) OSDI and Medicare records during W2 Report. No manual adjustments are needed for the Gross and Taxable Gross amounts.

• • Enter the amount as a 'Taxable Benefits' on the 001 Federal record: 

...

• • • • Click 'Create'
      • Employee - Find employee by typing in a few characters of first or last name
      • Payroll Item - Choose Federal Tax 
      • Type - Choose Taxable Benefits
      • Transaction Date - Enter or choose date from calendar
      • Amount - Enter in the amount of the Fringe Benefit
      • Description - Enter in a description (optional)
      • Click 'Save'

Medicare Total and Taxable Amounts will automatically be increased by the Taxable Benefit Amount so Medicare tax will need to be recorded and paid.  If the Medicare withholding is paid by the employee (1.45%) and employer (1.45%), adjustments must be made to the Amount Withheld and Board Amount of Payroll Item.

If Medicare is fully board paid (Pickup), then an Adjustment should be made to the Board's Pickup Amount of Payroll Item (1.45%) only.  This will update both Medicare Pickup and Medicare on the Employee's W2.

• •  Go to Core>Adjustments

• •  
    • Click 'Create'
    • Employee - Find employee by typing in a few characters of first or last name
    • Payroll Item - Choose Medicare Tax 
    • Type - Choose Amount Withheld
    • Transaction Date - Enter or choose date from calendar
    • Amount - Enter in the withholding amount of Employee Medicare
    • Description - Enter in a description (optional)
    • Click 'Save'
  •  Go to Core>Adjustments

...