Creating adjustments to move earnings between report entities

Use Adjustment (PR82.1) to create adjustments to move earnings between report entities. What Kinds of Adjustments Can I Make?

Before creating adjustments to move earnings between report entities, all deductions to adjust must already be associated with the employee. Employee: deductions

Create adjustments to move earnings between report entities

Access Adjustment (PR82.1).
Type a date in the Date field.

Use caution when you supply the date to apply this adjustment to history. If you do not supply a date, the application uses the system date on the adjustment. This date has an impact on tax reporting.

Note: Use only the Deductions tab when you create adjustments to move earnings between report entities.
Select the Deductions tab. Specify this information:

Note: U.S. state unemployment taxable wages, or Canadian CPP/QPP taxable wages may differ between the To and From tax entities because of a change in tax authority. Taxable earnings associated with tax deductions that have no ceiling, or where a change in tax authority is not an issue will be adjusted as the same taxable wage amounts for both the positive and negative adjustments for the same deduction codes. Override the process level (or for Canada Business Number Code or Quebec Business number) on the positive adjustment to the To tax entity and ensure the Old tax entity process level is reflected on the negative adjustment.

Ded

Supply the deduction codes to adjust. This type of adjustment may include employee and employer withholding tax deductions, including unemployment deductions in the United States, or E.I. (Employment Insurance) in Canada.

Process Level

Select other related information to be "moved" with the hours and dollars associated with the deduction code.

If you want to change the report entity where the wages and taxes being adjusted should be reported, change the process level.

PR Acct or QC Grp

Type the Business Number Code or Quebec Enterprise Number Group Associated with the deduction amount and related wages being adjusted.

Amount

Type the amount as a positive number to reflect an increase in the deduction amount associated with this deduction code.

Type a negative number to reflect a reduction in the deduction amount associated with this deduction code.

Note: The same withholding amounts are reflected as positive and negative for the same deduction codes. Override the Process Level (or for Canada, Business Number Code or Quebec Business Number) on the positive adjustment to the To tax entity and ensure the Old tax entity process level is reflected on the negative adjustment.

Taxable

Type the taxable wages.

Excess

If excess wages are affected, enter the amount as a positive number to reflect an increase in the excess wages associated with this unemployment (Employment Insurance or E.I.) deduction code.

Type the amount as a negative number to reflect a reduction in excess wages associated with this unemployment (Employment Insurance or E.I.) deduction code.

Gross Wages

Type the gross wages.

Note: The same gross wage amounts are reflected as positive and negative for the same deduction codes on adjustments. Override the process level (or for Canada, Business Number Code or Quebec Business Number) on the positive adjustment to the To tax entity and ensure the Old tax entity process level is reflected on the negative adjustment.

Creating miscellaneous adjustments
Type or select information in the other fields on Adjustment (PR82.1) to change with the hours and dollars associated with the selected pay code.

Related reports and inquiries


To	Use
Summarize total wages, taxable wages and excess wages within the work state or province	Unemployment Continuation Form (PR291)
Access a summary by Tax Authority and Tax Category for YTD and QTD Gross, Taxable, and Excess wages and tax withheld	United States Balancing Report (PR294)
Access YTD Quarterly taxable wages and withholding totals per employee by tax authority and category	Quarterly Report (PR290)
Summarize deductions and associated taxable wages by deduction code, deduction class, or year end deduction group for an individual, range, or group of employees	Employee Deduction Report (PR276)
Produce a list of payments	Payment Detail Listing (PR260)