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The 'Clear Federal Tax COVID 19 Fields (SSDT), can be used to clear COVID 19 previous year amounts.  Use the 'Federal Tax Item': 

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How refunds affect Max Amounts

If a refund of deduction is processed through payroll the max remaining will be updated. If it is processed through Processing/Refund of Deduction the max amount remaining on the payroll item does not get updated.

Highlight Viewer

To use the 'Highlight Viewer', select the row in the grid to view.  The 'Highlight Viewer' on the right-hand side will appear:

**NOTE** The historical totals now displayed on the Payroll Item highlight viewer and detail viewer may not be accurate for periods of time where Classic did not track the totals. For instance, the FYTD gross is generally not tracked in Classic for all deduction types. If it wasn't tracked in Classic, the import cannot know what these amounts are, so the totals will not be accurate until the time period in question does not include time periods in Classic that were not tracked**

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Employer Error Adjustments can be made by using the Employer Error Adjustment option under the Payroll Item or by using the Core>Payroll Item Employer Error Adjustment option.   Click here for more detail information regarding the Core >Payroll Item>Employer Error Adjustment option

To add an Employee Error Adjustment click on

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• Amount - enter in the amount of the error adjustment- Required field
• Date - (Optional) If the Date field is left blank then the Error Adjustment will be processed on the next processed payroll. If the Error Adjustment is to be processed on a specific payroll, then the Date field must be a date within the payroll processing period (date range from Beginning Date of a payroll to Ending Date of a payroll) for the payroll you wish to have the Error Adjustment applied.
• Description - Enter the description of the Error Adjustment
• Click on

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Employer Error Adjustment

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• Amount - enter in the amount of the Employer Error Adjustment- Required field
• Enter a Date (Optional) If the Date field is left blank then the Employer Error Adjustment will be processed on the next processed payroll. If the Employer Error Adjustment is to be processed on a specific payroll, then the Date field must be a date within the payroll processing period (date range from Beginning Date of a payroll to Ending Date of a payroll) for the payroll you wish to have the Employer Error Adjustment applied.
• Enter a Description of the Employer Error Adjustment
• Click on 

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Audit Report option after creating/editing a Payroll Item

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from the Payroll Items record.

Click on the  button.

Enter a Start Date and Stop Date and click on button.

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• The Start Date is the pay date of the payroll for which the Payroll Item should start being deducted. More information on start dates can be found in the "Start and Stop Dates" 
• The Stop Date needs to be prior to the pay date of the payroll for which the Payroll Item should stop being deducted. More information on stop dates can be found in the "Start and Stop Dates" 
  

MTD Historical Totals (imported totals may not be accurate)  

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• Amount - enter in the amount of the error adjustment- Required field
• Description - Enter the description of the error adjustment
  
• Date  - If the Date field is left blank then the Error Adjustment will be processed on the next processed payroll. If the Error Adjustment is to be processed on a specific payroll, then the Date field must be a date within the payroll processing period (date range from Beginning Date of a payroll to Ending Date of a payroll) for the payroll you wish to have the Error Adjustment applied.
•  To delete or cancel, click on 

MTD Historical Totals 

QTD Historical Totals (imported totals may not be accurate) 

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For Payroll Item by Job for City Tax, select a Position or leave blank for taxing of all Positions available. If a Position number is entered in the Position field, only that jobs gross will be used when calculating the Payroll Item withholding amount. (for example, Section 125 Non-Wages) If the Position field is not assigned to a specific Payroll Item code the withholding amount will be based on the total gross paid on all jobs with a blank Position field. 

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Select Employee

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Active Date Range 

• The Start Date is the pay date of the payroll for which the Payroll Item should start being deducted. More information on start dates can be found in the "Start and Stop Dates" 
• The Stop Date needs to be prior to the pay date of the payroll for which the Payroll Item should stop being deducted. More information on stop dates can be found in the "Start and Stop Dates" 

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• Amount - enter in the amount of the error adjustment- Required field
• Description - Enter the description of the error adjustment
  
• Date  - If the Date field is left blank then the Error Adjustment will be processed on the next processed payroll. If the Error Adjustment is to be processed on a specific payroll, then the Date field must be a date within the payroll processing period (date range from Beginning Date of a payroll to Ending Date of a payroll) for the payroll you wish to have the Error Adjustment applied.
• To Delete or cancel, click on

MTD Historical Totals 

QTD Historical Totals (imported totals may not be accurate) 

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YTD Historical Totals (imported totals may not be accurate)  

Standard CF - User defined fields

Indiana County Tax - Setup for Indiana State Electronic filing  

**NOTE** Indiana requirements include: A Payroll Item Configuration City Tax record for the county tax record and a Payee address with IN as the state. A County Code needs to be entered in Code 1. The Payroll Item record for your employees for Indiana County tax will need to have a Deduction Type of “R” for Residence and the Indiana code in the Indiana W2 Instructions, Appendix A. The Indiana Code will need to be put in the Payroll Item Code 1 field.

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• Fixed (Amount)-When the Fixed option is chosen a fixed dollar amount must be entered in the Rate field field. Not a Valid option
• Percent (Tax percentage to be withheld)-When the Percent option is chosen the Rate field must contain the percentage to be withheld for the Other State.
• Tax Tables (Calculated by IRS tax tables)-Tax table Option not applicable for this Payroll Item. Not a Valid option

The Pay Cycle will always be 'Every pay of the month (even third pay)'.

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• The Start Date is the pay date of the payroll for which the Payroll Item should start being deducted. More information on start dates can be found in the "Start and Stop Dates" 
• The Stop Date needs to be prior to the pay date of the payroll for which the Payroll Item should stop being deducted. More information on stop dates can be found in the "Start and Stop Dates" 

The Error Adjustment field is used to make corrections for over or under withholding of the Payroll Item in previous payrolls. A negative amount in this field will give money back to the employee the next time the employee is paid. A positive amount in this field will withhold the amount in addition to the regular Payroll Item amount the next time the employee is paid. Select  to add an error adjustment:

• Amount - enter in the amount of the error adjustment- Required field
• Description - Enter the description of the error adjustment
• Date - If the Date field is left blank then the Error Adjustment will be processed on the next processed payroll. If the Error Adjustment is to be processed on a specific payroll, then the Date field must be a date within the payroll processing period (date range from Beginning Date of a payroll to Ending Date of a payroll) for the payroll you wish to have the Error Adjustment applied.
• To Delete or cancel, click on

MTD Historical Totals 

QTD Historical Totals (imported totals may not be accurate) 

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For Payroll Item by Job for SERS Retirement, select a Position or leave blank for all Positions available. If a Position number is entered in the Position field, only that jobs gross will be used when calculating the Payroll Item withholding amount. If withholding at position level is set for Board Amount (400) then retirement annuity (590) and employer pickup (690 if applicable) are also required to be set at the position level. If the Position field is not assigned to a specific Payroll Item code the withholding amount will be based on the total gross paid on all jobs with a blank Position field. 

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• Amount - enter in the amount of the error adjustment- Required field
• Description - Enter the description of the error adjustment
• Date - If the Date field is left blank then the Error Adjustment will be processed on the next processed payroll. If the Error Adjustment is to be processed on a specific payroll, then the Date field must be a date within the payroll processing period (date range from Beginning Date of a payroll to Ending Date of a payroll) for the payroll you wish to have the Error Adjustment applied.
• To Delete or cancel, click on

The Employer Error Adjustments field is used to make corrections for over or under withholding of the Payroll Item in previous payrolls. This field is used for corrections to the board portion of the Payroll Item. A negative amount in this field will give money back to the board the next time the employee is paid. A positive amount in this field will cause the board to pay more in addition to the regular Payroll Item amount the next time the employee is paid.  Click on:

• Amount - enter in the amount of the error adjustment- Required field
• Description - Enter the description of the error adjustment
• Date  - If the Date field is left blank then the Error Adjustment will be processed on the next processed payroll. If the Error Adjustment is to be processed on a specific payroll, then the Date field must be a date within the payroll processing period (date range from Beginning Date of a payroll to Ending Date of a payroll) for the payroll you wish to have the Error Adjustment applied.
• To Delete or cancel, click on

MTD Historical Totals 

QTD Historical Totals (imported totals may not be accurate) 

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For Payroll Item by Job for STRS Retirement, select a Position or leave blank for all Positions available. If a Position number is entered in the Position field, only that jobs gross will be used when calculating the Payroll Item withholding amount. If withholding at position level is set for Board Amount (450) then retirement annuity (591) and employer pickup (691 if applicable) are also required to be set at the position level. If the Position field is not assigned to a specific Payroll Item code the withholding amount will be based on the total gross paid on all jobs with a blank Position field. 

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Select Employee

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• Amount - enter in the amount of the error adjustment- Required field
• Description - Enter the description of the error adjustment
• Date  - If the Date field is left blank then the Error Adjustment will be processed on the next processed payroll. If the Error Adjustment is to be processed on a specific payroll, then the Date field must be a date within the payroll processing period (date range from Beginning Date of a payroll to Ending Date of a payroll) for the payroll you wish to have the Error Adjustment applied.
• To Delete or cancel, click on

The Total and Applicable gross *TD fields will not be updated on any effected Payroll Items. Use Core>Adjustments to update these fields. The error adjustment will only update the Amount Withheld *TD fields when processed through a pay or through Payroll Item Refund.

The Employer Error Adjustments field is used to make corrections for over or under withholding of the Payroll Item in previous payrolls. This field is used for corrections to the board portion of the Payroll Item. A negative amount in this field will give money back to the board the next time the employee is paid. A positive amount in this field will cause the board to pay more in addition to the regular Payroll Item amount the next time the employee is paid.  Click on:

• Amount - enter in the amount of the error adjustment- Required field
• Description - Enter the description of the error adjustment
• Date - If the Date field is left blank then the Error Adjustment will be processed on the next processed payroll. If the Error Adjustment is to be processed on a specific payroll, then the Date field must be a date within the payroll processing period (date range from Beginning Date of a payroll to Ending Date of a payroll) for the payroll you wish to have the Error Adjustment applied.
• To Delete or cancel, click on

MTD Historical Totals 

QTD Historical Totals (imported totals may not be accurate) 

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• • Annual - When using 'Annual' the Remaining Employee Max Amount looks at the Posting Period that is the Current Year.  Will start over at the first of the year. No Specific Date is needed
  • Fiscal - When using 'Fiscal' the Remaining Employee Max Amount looks at the Posting Period that is the Current Fiscal Year.  Will start over at the first of the new Fiscal year (July). No Specific Date is needed
  • Specific Date

This applies to the EMPLOYEE share only.  The Payroll Item will be taken out until the maximum has been reached. Once the maximum amount has been reached,   the Payroll Item becomes inactive and will not be withheld. When there is a maximum deduct in effect, an amount must be entered in the the Max Amount field.

The Specific Date is is used in conjunction with conjunction with the 'Deduct Max Type, Specific Date'. Enter in the Pay date when the Max Amount should start. 

• • If a payroll item has the max amount type of Specific Date and a max amount value, it will do a search in the history for Historical Pay Items and add them together to get the historical amount.
  • If the date is blank, the query that is performed looks at every historical payroll item and adds it together. So, this is why sometimes it will still withhold and sometimes it
wont
• • won't.
  • The date needs to be defined so we can narrow down the historical query we perform.

The Remaining Employee Max Amount will will show the Max Amount entered.  When a payroll is ranrun, the amount withheld for this payroll item will be subtracted off and then show the remaining balance left until zero.  This is a non-modifiable field.

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• • Annual - When using 'Annual' the Remaining Employer Max Amount looks at the Posting Period that is the Current Year.  Will start over at the first of the year. No Specific Date is needed
  • Fiscal - When using 'Fiscal' the Remaining Employer Max Amount looks at the Posting Period that is in that Fiscal Year.  Will start over in July of the New Fiscal Year. No Specific Date is needed
  • Specific Date

This applies to the EMPLOYER share only.  The Payroll Item will be taken out until the maximum has been reached. Once the maximum amount has been reached, the Payroll Item becomes inactive and will not be withheld. When there is a maximum deduct in effect, an amount must be entered in the Max Amount field.

The Specific Date is is used in conjunction with conjunction with the 'Deduct Max Type, Specific Date'. Enter in the Pay date when the Max Amount should start. 

• • If a payroll item has the max amount type of Specific Date and a max amount value, it will do a search in the history for Historical Pay Items and add them together to get the historical amount.
  • If the date is blank, the query that is performed looks at every historical payroll item and adds it together. So, this is why sometimes it will still withhold and sometimes it won't.
  • The date needs to be defined so we can narrow down the historical query we perform.

The Remaining Employer Max Amount will will show the Max Amount entered.  When a payroll is ranrun, the amount withheld for this payroll item will be subtracted off and then show the remaining balance left until zero.  This is a non-modifiable field.

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• Amount - enter in the amount of the error adjustment- Required field
• Description - Enter the description of the error adjustment
• Date - If the Date field is left blank then the Error Adjustment will be processed on the next processed payroll. If the Error Adjustment is to be processed on a specific payroll, then the Date field must be a date within the payroll processing period (date range from Beginning Date of a payroll to Ending Date of a payroll) for the payroll you wish to have the Error Adjustment applied.
• To Delete or cancel, click on

The Employer Error Adjustments field is used to make corrections for over or under withholding of the Payroll Item in previous payrolls. This field is used for corrections to the board portion of the Payroll Item. A negative amount in this field will give money back to the board the next time the employee is paid. A positive amount in this field will cause the board to pay more in addition to the regular Payroll Item amount the next time the employee is paid.  Click on:

• Amount - enter in the amount of the error adjustment- Required field
• Description - Enter the description of the error adjustment
• Date - If the Date field is left blank then the Error Adjustment will be processed on the next processed payroll. If the Error Adjustment is to be processed on a specific payroll then the Date field must be a date within the payroll processing period (date range from Beginning Date of a payroll to Ending Date of a payroll) for the payroll you wish to have the Error Adjustment applied.
• To Delete or cancel, click on

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• The Deduct Max Type determines when the Annuity should start. (Max amount will start over with the period selected). For the max amounts to be checked when running payroll, a type must be set. 
  • Annual - When using 'Annual' the Remaining Employee Max Amount looks at the Posting Period that is the Current Year.  Will start over at the first of the year. No Specific Date is needed
  • Fiscal - When using using 'Fiscal' the Remaining Employer Max Amount looks at the Posting Period that is in that Fiscal Year.  Will start over in July of the New Fiscal Year. No Specific Date is needed
  • Specific Date
• This applies to the EMPLOYEE share only.  The Payroll Item will be taken out until the maximum has been reached. Once the maximum amount has been reached, the Payroll Item becomes inactive and will not be withheld. When there is a maximum deduct in effect, an amount must be entered in the Max Amount field.

• The Specific Date is is used in conjunction with conjunction with the 'Deduct Max Type, Specific Date'. Enter in the Pay date when the Max Amount should start.  
  • If a payroll item has the max amount type of Specific Date and a max amount value, it will do a search in the history for Historical Pay Items and add them together to get the historical amount.
  • If the date is blank, the query that is performed looks at every historical payroll item and adds it together. So, this is why sometimes it will still withhold and sometimes it won't.
  • The date needs to be defined so we can narrow down the historical query we perform.

• The Remaining Employee Max Amount will will show the Max Amount entered.  When a payroll is ranrun, the amount withheld for this payroll item will be subtracted off and then show the remaining balance left until zero. This is a non-modifiable field.

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• The Deduct Max Type determines when the Annuity should start. (Max amount will start over with the period selected). For the max amounts to be checked when running payroll, a type must be set. 
  
  • Annual - When using 'Annual' the Remaining Employer Max Amount looks at the Posting Period that is the Current Year.  Will start over at the first of the year. No Specific Date is needed
  • Fiscal - When using 'Fiscal' the Remaining Employer Max Amount looks at the Posting Period that is in that Fiscal Year.  Will start over in July of the New Fiscal Year. No Specific Date is needed
  • Specific Date
• This applies to the EMPLOYER share only.  The Payroll Item will be taken out until the maximum has been reached. Once the maximum amount has been reached, the Payroll Item becomes inactive and will not be withheld. When there is a maximum deduct in effect, an amount must be entered in the Max Amount field.
• The Specific Date is is used in conjunction with conjunction with the 'Deduct Max Type, Specific Date'. Enter in the Pay date when the Max Amount should start. 
  • If a payroll item has the max amount type of Specific Date and a max amount value, it will do a search in the history for Historical Pay Items and add them together to get the historical amount.
  • If the date is blank, the query that is performed looks at every historical payroll item and adds it together. So this is why sometimes it will still withhold and sometimes it won't.
  • The date needs to be defined so we can narrow down the historical query we perform.
• The Remaining Employer Max Amount will show the Max Amount entered.  When a payroll is ran, the amount withheld for this payroll item will be subtracted off and then show the remaining balance left until zero. This is a non-modifiable field.

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• Amount - enter in the amount of the error adjustment- Required field
• Description - Enter the description of the error adjustment
• Date - If the Date field is left blank then the Error Adjustment will be processed on the next processed payroll. If the Error Adjustment is to be processed on a specific payroll, then the Date field must be a date within the payroll processing period (date range from Beginning Date of a payroll to Ending Date of a payroll) for the payroll you wish to have the Error Adjustment applied.
• To Delete or cancel, click on

The Employer Error Adjustments field is used to make corrections for over or under withholding of the Payroll Item in previous payrolls. This field is used for corrections to the board portion of the Payroll Item. A negative amount in this field will give money back to the board the next time the employee is paid. A positive amount in this field will cause the board to pay more in addition to the regular Payroll Item amount the next time the employee is paid.  Click on:

• Amount - enter in the amount of the error adjustment- Required field
• Description - Enter the description of the error adjustment
• Date  - If the Date field is left blank then the Error Adjustment will be processed on the next processed payroll. If the Error Adjustment is to be processed on a specific payroll, then the Date field must be a date within the payroll processing period (date range from Beginning Date of a payroll to Ending Date of a payroll) for the payroll you wish to have the Error Adjustment applied.
• To Delete or cancel, click on

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• Amount - enter in the amount of the error adjustment- Required field
• Description - Enter the description of the error adjustment
• Date  - If the Date field is left blank then the Error Adjustment will be processed on the next processed payroll. If the Error Adjustment is to be processed on a specific payroll, then the Date field must be a date within the payroll processing period (date range from Beginning Date of a payroll to Ending Date of a payroll) for the payroll you wish to have the Error Adjustment applied.
• To Delete or cancel, click on

The Total and Applicable gross *TD fields will not be updated on any effected Payroll Items. Use Core>Adjustments to update these fields. The error adjustment will only update the Amount Withheld *TD fields when processed through a pay or through Payroll Item Refund.

MTD Historical Totals 

QTD Historical Totals (imported totals may not be accurate) 

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• Annual - When using 'Annual' the Remaining Employee Max Amount looks at the Posting Period that is the Current Year.  Will start over at the first of the year. No Specific Date is needed
• Fiscal - When using 'Fiscal' the Remaining Employer Max Amount looks at the Posting Period that is in that Fiscal Year.  Will start over in July of the New Fiscal Year. No Specific Date is needed
• Specific Date

This applies to the EMPLOYEE share only.  The Payroll Item will be taken out until the maximum has been reached. Once the maximum amount reaches zero, the Payroll Item becomes inactive and will not be withheld. When there is a maximum deduct in effect, an amount must be entered in the Max Amount field.

The Specific Date is is used in conjunction with conjunction with the 'Deduct Max Type, Specific Date'. Enter in the Pay date when the Max Amount should start. 

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• Annual - When using 'Annual' the Remaining Employer Max Amount looks at the Posting Period that is the Current Year.  Will start over at the first of the year. No Specific Date is needed
• Fiscal - When using 'Fiscal' the Remaining Employer Max Amount looks at the Posting Period that is in that Fiscal Year.  Will start over in July of the New Fiscal Year. No Specific Date is needed
• Specific Date

This applies to the EMPLOYER share only.  The Payroll Item will be taken out until the maximum has been reached. Once the maximum amount reaches zero, the Payroll Item becomes inactive and will not be withheld. When there is a maximum deduct in effect, an amount must be entered in the Max Amount field.

The Specific Date is is used in conjunction with conjunction with the 'Deduct Max Type, Specific Date'. Enter in the Pay date when the Max Amount should start. 

• If a payroll item has the max amount type of Specific Date and a max amount value, it will do a search in the history for Historical Pay Items and add them together to get the historical amount.
• If the date is blank, the query that is performed looks at every historical payroll item and adds it together. So, this is why sometimes it will still withhold and sometimes it won't.
• The date needs to be defined so we can narrow down the historical query we perform.

The Remaining Employer Max Amount will will show the Max Amount entered.  When a payroll is ranrun, the amount withheld for this payroll item will be subtracted off and then show the remaining balance left until zero. This is a non-modifiable field.

...

• Amount - enter in the amount of the error adjustment- Required field
• Description - Enter the description of the error adjustment
• Date  - If the Date field is left blank then the Error Adjustment will be processed on the next processed payroll. If the Error Adjustment is to be processed on a specific payroll, then the Date field must be a date within the payroll processing period (date range from Beginning Date of a payroll to Ending Date of a payroll) for the payroll you wish to have the Error Adjustment applied.
• To Delete or cancel, click on

The Employer Error Adjustments field is used to make corrections for over or under withholding of the Payroll Item in previous payrolls. This field is used for corrections to the board portion of the Payroll Item. A negative amount in this field will give money back to the board the next time the employee is paid. A positive amount in this field will cause the board to pay more in addition to the regular Payroll Item amount the next time the employee is paid.  Click on:

• Amount - enter in the amount of the error adjustment- Required field
• Description - Enter the description of the error adjustment
• Date  - If the Date field is left blank then the Error Adjustment will be processed on the next processed payroll. If the Error Adjustment is to be processed on a specific payroll, then the Date field must be a date within the payroll processing period (date range from Beginning Date of a payroll to Ending Date of a payroll) for the payroll you wish to have the Error Adjustment applied.
• To Delete or cancel, click on

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• Annual - When using 'Annual' the Remaining Employee Max Amount looks at the Posting Period that is the Current Year.  Will start over at the first of the year. No Specific Date is needed
• Fiscal - When using 'Fiscal' the Remaining Employer Max Amount looks at the Posting Period that is in that Fiscal Year.  Will start over in July of the New Fiscal Year. No Specific Date is needed
• Specific Date

This applies to the EMPLOYEE share only.  The Payroll Item will be taken out until the maximum has been reached. Once the maximum amount has been reached, the Payroll Item becomes inactive and will not be withheld. When there is a maximum deduct in effect, an amount must be entered in the Max Amount field.

The Specific Date is is used in conjunction with conjunction with the 'Deduct Max Type, Specific Date'. Enter in the Pay date when the Max Amount should start. 

• If a payroll item has the max amount type of Specific Date and a max amount value, it will do a search in the history for Historical Pay Items and add them together to get the historical amount.
• If the date is blank, the query that is performed looks at every historical payroll item and adds it together. So, this is why sometimes it will still withhold and sometimes it wontwon't.
• The date needs to be defined so we can narrow down the historical query we perform.

The Remaining Employee Max Amount will will show the Max Amount entered.  When a payroll is ranrun, the amount withheld for this payroll item will be subtracted off and then show the remaining balance left until zero. This is a non-modifiable field.

...

• Annual - When using 'Annual' the Remaining Employer Max Amount looks at the Posting Period that is the Current Year.  Will start over at the first of the year. No Specific Date is needed
• Fiscal - When using 'Fiscal' the Remaining Employer Max Amount looks at the Posting Period that is in that Fiscal Year.  Will start over in July of the New Fiscal Year. No Specific Date is needed
• Specific Date

This applies to the EMPLOYER share only.  The Payroll Item will be taken out until the maximum has been reached. Once the maximum amount has been reached, the Payroll Item becomes inactive and will not be withheld. When there is a maximum deduct in effect, an amount must be entered in the Max Amount field.

The Specific Date is is used in conjunction with conjunction with the 'Deduct Max Type, Specific Date'. Enter in the Pay date when the Max Amount should start. 

• If a payroll item has the max amount type of Specific Date and a max amount value, it will do a search in the history for Historical Pay Items and add them together to get the historical amount.
• If the date is blank, the query that is performed looks at every historical payroll item and adds it together. So, this is why sometimes it will still withhold and sometimes it wontwon't.
• The date needs to be defined so we can narrow down the historical query we perform.

The Remaining Employer Max Amount will will show the Max Amount entered.  When a payroll is ranrun, the amount withheld for this payroll item will be subtracted off and then show the remaining balance left until zero. This is a non-modifiable field.

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• Amount - enter in the amount of the error adjustment- Required field
• Description - Enter the description of the error adjustment
• Date - If the Date field is left blank then the Error Adjustment will be processed on the next processed payroll. If the Error Adjustment is to be processed on a specific payroll, then the Date field must be a date within the payroll processing period (date range from Beginning Date of a payroll to Ending Date of a payroll) for the payroll you wish to have the Error Adjustment applied.
• To Delete or cancel, click on

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The Advance Error Adjustment field is used to make corrections for over or under withholding of the Payroll Item in previous payrolls.

Click on Image Removed Image Addedto Archive an employee's Employer SERS/STRS Payroll Item.

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The Start Date is the pay date of the payroll for which the Payroll Item should start being deducted. More information on start dates can be found in the "Start and Stop Dates" 
The Stop Date needs to be prior to the pay date of the payroll for which the Payroll Item should stop being deducted. More information on stop dates can be found in the "Start and Stop Dates" 

Employer Error Adjustments Adjustments field is used to make corrections for over or under withholding of the Payroll Item in previous payrolls. This field is used for corrections to the employee portion of the Payroll Item. A negative amount in this field will give money back to the employee the next time the employee is paid. A positive amount in this field will withhold the amount in addition to the regular Payroll Item amount the next time the employee is paid. Click on :

• Amount - enter in the amount of the error adjustment- Required field
• Description - Enter the description of the error adjustment
• Date - If the Date field is left blank then the Error Adjustment will be processed on the next processed payroll. If the Error Adjustment is to be processed on a specific payroll, then the Date field must be a date within the payroll processing period (date range from Beginning Date of a payroll to Ending Date of a payroll) for the payroll you wish to have the Error Adjustment applied.
• To Delete or cancel, click on

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MTD Historical Totals 

QTD Historical Totals (imported totals may not be accurate) 

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For Payroll Item by Job for Medicare Retirement, select a Position or leave blank for all Positions available. If a Position number is entered in the Position field, only that jobs gross will be used when calculating the Payroll Item withholding amount. If the Position field is not assigned to a specific Payroll Item code the withholding amount will be based on the total gross paid on all jobs with a blank Position field. 

**NOTE** Any employee that was hired in 1985 or before, would be Grandfathered in and will not have to pay into Medicare

Select Employee

Select the Payroll Item

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• Amount - enter in the amount of the error adjustment- Required field
• Description - Enter the description of the error adjustment
• Date - If the Date field is left blank then the Error Adjustment will be processed on the next processed payroll. If the Error Adjustment is to be processed on a specific payroll, then the Date field must be a date within the payroll processing period (date range from Beginning Date of a payroll to Ending Date of a payroll) for the payroll you wish to have the Error Adjustment applied.
• To Delete or cancel, click on

The Employer Error Adjustments field is used to make corrections for over or under withholding of the Payroll Item in previous payrolls. This field is used for corrections to the board portion of the Payroll Item. A negative amount in this field will give money back to the board the next time the employee is paid. A positive amount in this field will cause the board to pay more in addition to the regular Payroll Item amount the next time the employee is paid.  Click on:

• Amount - enter in the amount of the error adjustment- Required field
• Description - Enter the description of the error adjustment
• Date  - If the Date field is left blank then the Error Adjustment will be processed on the next processed payroll. If the Error Adjustment is to be processed on a specific payroll, then the Date field must be a date within the payroll processing period (date range from Beginning Date of a payroll to Ending Date of a payroll) for the payroll you wish to have the Error Adjustment applied.
• Pickup -  Check box if error adjustment is for an employer pickup amount
• To Delete or cancel, click on

MTD Historical Totals 

QTD Historical Totals (imported totals may not be accurate) 

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• Amount - enter in the amount of the error adjustment- Required field
• Description - Enter the description of the error adjustment
• Date  -    If the Date field is left blank then the Error Adjustment will be processed on the next processed payroll. If the Error Adjustment is to be processed on a specific payroll, then the Date field must be a date within the payroll processing period (date range from Beginning Date of a payroll to Ending Date of a payroll) for the payroll you wish to have the Error Adjustment applied.
• Pickup -  Check box if error adjustment is for an employer pickup amount **See example below**
  
• To Delete or cancel, click on
• 
  

**** Medicare Full Pickup example **This calculation is the same for Full FICA Pick up****

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If an employee is paying into social security, a Medicare payroll item record with employee and board percentages of 1.45 and a Social Security payroll item record with employee and board percentages of 6.2 need to be setup.

Wage Base limit updated for 2025 is $176,100.00

Field Definitions

Type is Social Security Tax. This field is non-modifiable.

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• Amount - enter in the amount of the error adjustment- Required field
• Description - Enter the description of the error adjustment
• Date  - If the Date field is left blank then the Error Adjustment will be processed on the next processed payroll. If the Error Adjustment is to be processed on a specific payroll, then the Date field must be a date within the payroll processing period (date range from Beginning Date of a payroll to Ending Date of a payroll) for the payroll you wish to have the Error Adjustment applied.
• To Delete or cancel, click on

The Employer Error Adjustments field is used to make corrections for over or under withholding of the Payroll Item in previous payrolls. This field is used for corrections to the board portion of the Payroll Item. A negative amount in this field will give money back to the board the next time the employee is paid. A positive amount in this field will cause the board to pay more in addition to the regular Payroll Item amount the next time the employee is paid.  Click on:

• Amount - enter in the amount of the error adjustment- Required field
• Description - Enter the description of the error adjustment
• Date  - If the Date field is left blank then the Error Adjustment will be processed on the next processed payroll. If the Error Adjustment is to be processed on a specific payroll, then the Date field must be a date within the payroll processing period (date range from Beginning Date of a payroll to Ending Date of a payroll) for the payroll you wish to have the Error Adjustment applied.
• Pickup -  Check box if error adjustment is for an employer pickup amount
  
• To Delete or cancel, click on

MTD Historical Totals 

QTD Historical Totals (imported totals may not be accurate) 

...

• Amount - enter in the amount of the error adjustment- Required field
• Description - Enter the description of the error adjustment
• Date  - If the Date field is left blank then the Error Adjustment will be processed on the next processed payroll. If the Error Adjustment is to be processed on a specific payroll, then the Date field must be a date within the payroll processing period (date range from Beginning Date of a payroll to Ending Date of a payroll) for the payroll you wish to have the Error Adjustment applied.
• To Delete or cancel, click on

The Total and Applicable gross *TD fields will not be updated on any effected Payroll Items. Use Core>Adjustments to update these fields. The error adjustment will only update the Amount Withheld *TD fields when processed through a pay or through Payroll Item Refund.

MTD Historical Totals 

QTD Historical Totals (imported totals may not be accurate) 

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YTD Historical Totals (imported totals may not be accurate)

The Co-owner of bond is the ID and name of the co-owner of the bond.

Standard CF - User defined fields

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Enter the Number Of Exemptions.  For those districts withholding using the traditional tax base, the number of exemptions should match that entered in the 'Number of Exemptions' field on the Ohio State Tax Payroll Item.  For those districts withholding based on the earned income tax base, the the number of exemptions should be zero. Questions regarding a specific school district income tax and details of how the withholding should happen should be directed to County Auditor or County Board of Elections.  

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• Amount - enter in the amount of the error adjustment- Required field
• Description - Enter the description of the error adjustment
• Date  - If the Date field is left blank then the Error Adjustment will be processed on the next processed payroll. If the Error Adjustment is to be processed on a specific payroll, then the Date field must be a date within the payroll processing period (date range from Beginning Date of a payroll to Ending Date of a payroll) for the payroll you wish to have the Error Adjustment applied.
• To Delete or cancel, click on

MTD Historical Totals 

QTD Historical Totals (imported totals may not be accurate) 

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Standard CF - User defined fields

Miscellaneous Notes

How refunds affect Max Amounts

If a refund of deduction is processed through payroll, the max remaining will be updated. If it is processed through Processing/Refund of Deduction, the max amount remaining on the payroll item does not get updated.

Usage of Start and Stop Dates in Payroll Items

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If the entire amount to be withheld can not cannot be withheld an Error Adjustment will be created for the entire withholding amount.

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