Reporting Reimbursable Expenses on the Employee's W2
- Lori Nye
- Andrea Boehm
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- 1 General Information:
- 1.1 If there are pays remaining in the calendar year and the following fields should be effected, creating a Pay Type (along with the employee's regular payment) using the Non-Cash Taxable Benefit Pay Type option can be used. The Non-Cash Taxable Benefit Pay Type will update the following:
- 1.2 If there are no pays remaining in the calendar year and the following fields should be effected, creating a Core>Adjustments using the Taxable Benefits Type option will need to be used.  The Taxable Benefits Adjustment will update the following:Â
- 1.3 If the following fields should be effected, creating a Core>Adjustments using the Fringe Benefits Type option will need to be used. The Fringe Benefits Adjustment will update the following:
- 2 Specific Scenarios:
- 2.1 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 remaining pays in the calendar year.
- 2.2 Scenario 2: A payment(s) 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 no remaining pays in the calendar year.Â
- 2.3 Scenario 3: A payment(s) was paid using an USAS disbursement and the amount is to be included on the employee’s W2 as Federal and State wages.Â
- 2.4 Scenario 4: A payment(s) was paid using an USAS disbursement for part of the calendar year and also paid through payroll throughout the calendar year. All payments are to be included on the employee's W2 as Federal, State, City (if applicable), Medicare, and OSDI (if applicable) wages. There are remaining pays left in the calendar year.
- 2.5 Scenario 5: A payment(s) was paid using an USAS disbursement for part of the calendar year and also paid through payroll throughout the calendar year. All payments are to be included on the employee's W2 as Federal, State, City (if applicable), Medicare, and OSDI (if applicable) wages. There are no remaining pays left in the calendar year.
- 2.6 Scenario 6: A payment(s) was paid using an USAS disbursement for part of the calendar year and also paid through payroll throughout the calendar year. All payments are to be included on the employee's W2 as Federal and State wages. Â
- 2.7 Scenario 7: A payment was already paid through USPS and the payments are to be included on the employee's W2 in Box 14.
- 2.8 Scenario 8: A payment was already processed using the Non-Cash Taxable Pay Type and also needs to be included on the employee W2 in Box 14.
- 2.9 Scenario 9: A payment was already processed using the Taxable Benefit Adjustment Type and also needs to be included on the employee W2 in Box 14.
The following information provides assistance in reporting reimbursable employee payments that, in some way, need to be included on employee's W2.
There are two options to report reimbursable employee expenses. These options include:
Creating a Pay Type using the Non-Cash Taxable Benefit Type.
Core>Adjustments using the Taxable Benefits and/or Fringe Benefits Type.
Each of the scenarios, and it's steps, below are based on a couple factors:
How should the payment look on the employee's W2?
Where are you at in their calendar year end processing?
For assistance in determining how the payment should appear on the employee's W2, please reach out to a legal advisor.Â
General Information:
If there are pays remaining in the calendar year and the following fields should be effected, creating a Pay Type (along with the employee's regular payment) using the Non-Cash Taxable Benefit Pay Type option can be used. The Non-Cash Taxable Benefit Pay Type will update the following:
Federal Tax Payroll Item - YTD Total Gross.Â
Federal Tax Payroll Item - Applicable Gross.
Federal Tax Payroll Item - Amount Withheld.
State Tax Payroll Item - Total Gross.
State Tax Payroll Item - Applicable Gross.
State Tax Payroll Item - Amount Withheld.
City Tax Payroll Item (if applicable and based on how the Payroll Item Configuration>Tax Non Cash checkbox is marked) - YTD Total Gross.
City Tax Payroll Item (if applicable and based on how the Payroll Item Configuration>Tax Non Cash checkbox is marked) - YTD Applicable Gross.
City Tax Payroll Item (if applicable and based on how the Payroll Item Configuration>Tax Non Cash checkbox is marked) - Amount Withheld.
Medicare Payroll Item - Total Gross.
Medicare Payroll Item - Applicable Gross.
Medicare Payroll Item - Amount Withheld.
OSDI Payroll Item (if applicable) - Total Gross.
OSDI Payroll Item (if applicable) - Applicable Gross.
OSDI Payroll Item (if applicable) - Amount Withheld.
If there are no pays remaining in the calendar year and the following fields should be effected, creating a Core>Adjustments using the Taxable Benefits Type option will need to be used.  The Taxable Benefits Adjustment will update the following:Â
Federal Tax Payroll Item - YTD Total Gross.Â
Federal Tax Applicable Gross - YTD Total Gross.
State Tax Payroll Item - Total Gross.
State Tax Payroll Item - Applicable Gross.
City Tax Payroll Item (if applicable and based on how the Payroll Item Configuration>Tax Non Cash checkbox is marked) - YTD Total Gross.
City Tax Payroll Item (if applicable and based on how the Payroll Item Configuration>Tax Non Cash checkbox is marked) - YTD Applicable Gross.
Medicare Payroll Item - Total Gross.
Medicare Payroll Item - Applicable Gross.
OSDI Payroll Item (if applicable) - Total Gross.
OSDI Payroll Item (if applicable) - Applicable Gross.
If the following fields should be effected, creating a Core>Adjustments using the Fringe Benefits Type option will need to be used. The Fringe Benefits Adjustment will update the following:
Federal Tax Payroll Item - YTD Total Gross.Â
Federal Tax Applicable Gross - YTD Total Gross.
State Tax Payroll Item - Total Gross.
State Tax Payroll Item - Applicable Gross.
Will print in Box 14 if the W2 Report>W2 Report and Submission options are run with the 'Include Fringe Benefits in Box 14' checkbox is marked.
Specific Scenarios:
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 remaining pays 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.Â
Units = 1.
Rate = Amount of benefit needing to be reported on the employee's W2.
Click Save.
Scenario 2: A payment(s) 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 no remaining pays in the calendar year.Â
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.Â
This amount will be included on the employee's W2 in Box 1, Box 5, Box 16, and Box 18.
Prior to W2 processing, 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.Â
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.
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 Tax Withheld 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. The Medicare pickup amount is calculated by Total Gross - Total of all Section 125 Annuities/98.55% x 1.45%.
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.Â
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 (employee share of 1.45% is paid by the board and the employer share of 1.4% is paid by the board for a total of 2.90%).
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.Â
Type - Choose Board Pickup Amount of the Payroll Item.Â
Transaction Date - Enter or choose date from calendar.
Amount - Enter the calculated amount of Board Pickup Amount of Medicare. This will update both Medicare Pickup and Medicare on the employee's W2.
Description - Enter in a description (optional).
Click Save.
Click Create.
Employee - Find employee by typing in a few characters of first or last name.
Payroll Item - Choose Medicare Tax.Â
Type - Choose Board’s Amount of the Payroll Item.Â
Transaction Date - Enter or choose date from calendar.
Amount - Enter the calculated amount of Board’s Amount of Medicare.
Description - Enter in a description (optional).
Click Save.
Scenario 3: A payment(s) was paid using an USAS disbursement and the amount is to be included on the employee’s W2 as Federal and State wages.Â
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.Â
The employee’s Total Gross and Applicable Gross on Federal and State Payroll Items YTD totals will be updated.Â
This amount will be included on the employee’s W2 in Box 1 and Box 16.Â
Prior to W2 processing, determine total the amount paid through a USAS disbursement.
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.Â
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.
To Print the Amount on Employee W2 in Box 14 -
When running W2 Reports>W2 Reports and Submission>all options, mark the ‘Include Fringe Benefit in Box 14?’ checkbox.
Scenario 4: A payment(s) was paid using an USAS disbursement for part of the calendar year and also paid through payroll throughout the calendar year. All payments are to be included on the employee's W2 as Federal, State, City (if applicable), Medicare, and OSDI (if applicable) wages. There are remaining pays left 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.
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 Benefit.
Units = 1.
Rate = Amount of benefit needing to be reported on the employee's W2.
Click Save.
Scenario 5: A payment(s) was paid using an USAS disbursement for part of the calendar year and also paid through payroll throughout the calendar year. All payments are to be included on the employee's W2 as Federal, State, City (if applicable), Medicare, and OSDI (if applicable) wages. There are no remaining pays left in the calendar year.
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.Â
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 W2 processing, 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.Â
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. The Medicare pickup amount is calculated by Total Gross - Total of all Section 125 Annuities/98.55% x 1.45%.
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.Â
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 (employee share of 1.45% is paid by the board and the employer share of 1.4% is paid by the board for a total of 2.90%).
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.Â
Type - Choose Board Pickup Amount of the Payroll Item.Â
Transaction Date - Enter or choose date from calendar.
Amount - Enter in the calculated amount of Board Pickup Amount of Medicare. This will update both Medicare Pickup and Medicare on the employee's W2.
Description - Enter in a description (optional).
Click Save.
Click Create.
Employee - Find employee by typing in a few characters of first or last name.
Payroll Item - Choose Medicare Tax.Â
Type - Choose Board’s Amount of the Payroll Item.Â
Transaction Date - Enter or choose date from calendar.
Amount - Enter the calculated amount of Board’s Amount of Medicare.
Description - Enter in a description (optional).
Click Save.
Scenario 6: A payment(s) was paid using an USAS disbursement for part of the calendar year and also paid through payroll throughout the calendar year. All payments are to be included on the employee's W2 as Federal and State wages. Â
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.
This amount will be included on the employee’s W2 in Box 1 and Box 16.Â
Prior to W2 processing, determine total the amount paid through a USAS disbursement.
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.Â
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.
To Print the Amount on Employee’s W2 in Box 14 -
When running W2 Reports>W2 Reports and Submission>all options, mark the ‘Include Fringe Benefit in Box 14?’ checkbox.
Scenario 7: A payment was already paid through USPS and the payments are to be included on the employee's W2 in Box 14.
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.  Since the payment paid would have already updated these fields, adjustments will be necessary.
The employee’s Total Gross and Applicable Gross on Federal and State Payroll Items YTD totals will be updated. Core>Adjustments will be necessary to reduce the amount(s) the system added.
This amount will not be included on the employee's W2 in Box 1 and Box 16. Â
Prior to W2 processing, determine the total amount needing to be reported 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.Â
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.
Click Create.
Employee - Find employee by typing in a few characters of first or last name.
Payroll Item - Choose Federal Tax.Â
Type - Choose Total Gross.
Transaction Date - Enter or choose date from calendar.
Amount - Enter in the amount, as a negative, equaling the Fringe Benefit Adjustment.
Description - Enter in a description (optional).
Click Save.
Click Create.
Employee - Find employee by typing in a few characters of first or last name.
Payroll Item - Choose Federal TaxÂ
Type - Choose Applicable Gross
Transaction Date - Enter or choose date from calendar
Amount - Enter in the amount, as a negative, equaling the Fringe Benefit Adjustment.
Description - Enter in a description (optional)
Click Save.
Click Create.
Employee - Find employee by typing in a few characters of first or last name.
Payroll Item - Choose State Tax.Â
Type - Choose Total Gross.
Transaction Date - Enter or choose date from calendar.
Amount - Enter in the amount, as a negative, equaling the Fringe Benefit Adjustment.
Description - Enter in a description (optional).
Click Save.
Click Create.
Employee - Find employee by typing in a few characters of first or last name.
Payroll Item - Choose State TaxÂ
Type - Choose Applicable Gross
Transaction Date - Enter or choose date from calendar
Amount - Enter in the amount, as a negative, equaling the Fringe Benefit Adjustment.
Description - Enter in a description (optional)
Click Save.
To Print the Amount on Employee W2 in Box 14 -
When running W2 Reports>W2 Reports and Submission>all options, mark the ‘Include Fringe Benefit in Box 14?’ checkbox.
Scenario 8: A payment was already processed using the Non-Cash Taxable Pay Type and also needs to be included on the employee W2 in Box 14.
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.  Since the payment paid would have already updated these fields, adjustments will be necessary.
The employee’s Total Gross and Applicable Gross on Federal and State Payroll Items YTD totals will be updated. Core>Adjustments will be necessary to reduce the amount(s) the system added.
This amount will not be included on the employee's W2 in Box 1 and Box 16. Â
Prior to W2 processing, determine the total amount needing to be reported 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.Â
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.
Click Create.
Employee - Find employee by typing in a few characters of first or last name.
Payroll Item - Choose Federal Tax.Â
Type - Choose Total Gross.
Transaction Date - Enter or choose date from calendar.
Amount - Enter in the amount, as a negative, equaling the Fringe Benefit Adjustment.
Description - Enter in a description (optional).
Click Save.
Click Create.
Employee - Find employee by typing in a few characters of first or last name.
Payroll Item - Choose Federal TaxÂ
Type - Choose Applicable Gross
Transaction Date - Enter or choose date from calendar
Amount - Enter in the amount, as a negative, equaling the Fringe Benefit Adjustment.
Description - Enter in a description (optional)
Click Save.
Click Create.
Employee - Find employee by typing in a few characters of first or last name.
Payroll Item - Choose State Tax.Â
Type - Choose Total Gross.
Transaction Date - Enter or choose date from calendar.
Amount - Enter in the amount, as a negative, equaling the Fringe Benefit Adjustment.
Description - Enter in a description (optional).
Click Save.
Click Create.
Employee - Find employee by typing in a few characters of first or last name.
Payroll Item - Choose State TaxÂ
Type - Choose Applicable Gross
Transaction Date - Enter or choose date from calendar
Amount - Enter in the amount, as a negative, equaling the Fringe Benefit Adjustment.
Description - Enter in a description (optional)
Click Save.
Scenario 9: A payment was already processed using the Taxable Benefit Adjustment Type and also needs to be included on the employee W2 in Box 14.
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.  Since the payment paid would have already updated these fields, adjustments will be necessary.
The employee’s Total Gross and Applicable Gross on Federal and State Payroll Items YTD totals will be updated. Core>Adjustments will be necessary to reduce the amount(s) the system added.
This amount will not be included on the employee's W2 in Box 1 and Box 16. Â
Prior to W2 processing, determine the total amount needing to be reported 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.Â
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.
Click Create.
Employee - Find employee by typing in a few characters of first or last name.
Payroll Item - Choose Federal Tax.Â
Type - Choose Total Gross.
Transaction Date - Enter or choose date from calendar.
Amount - Enter in the amount, as a negative, equaling the Fringe Benefit Adjustment.
Description - Enter in a description (optional).
Click Save.
Click Create.
Employee - Find employee by typing in a few characters of first or last name.
Payroll Item - Choose Federal TaxÂ
Type - Choose Applicable Gross
Transaction Date - Enter or choose date from calendar
Amount - Enter in the amount, as a negative, equaling the Fringe Benefit Adjustment.
Description - Enter in a description (optional)
Click Save.
Click Create.
Employee - Find employee by typing in a few characters of first or last name.
Payroll Item - Choose State Tax.Â
Type - Choose Total Gross.
Transaction Date - Enter or choose date from calendar.
Amount - Enter in the amount, as a negative, equaling the Fringe Benefit Adjustment.
Description - Enter in a description (optional).
Click Save.
Click Create.
Employee - Find employee by typing in a few characters of first or last name.
Payroll Item - Choose State TaxÂ
Type - Choose Applicable Gross
Transaction Date - Enter or choose date from calendar
Amount - Enter in the amount, as a negative, equaling the Fringe Benefit Adjustment.
Description - Enter in a description (optional)
Click Save.
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