Creating adjustments to record payment by a third-party payer

Use Adjustment (PR82.1) to create adjustments to record payment by a third-party payer. You can use this form if an employee receives third-party sick pay which the employer must update to the employee record. A wash deduction is required for this procedure.

To create adjustments to record payment by a third-party payer

Access Adjustment (PR82.1).
Type the 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.
Select the Earnings tab. Specify this information:

Pay

Select a pay code to adjust.

Amount

Type the amount as a positive number to reflect gross dollars to associate with this pay code.

To record payment by a third-party payer, positive dollars are entered for a pay code that represents third-party sick pay.
Select the Deductions tab. Specify this information:

Ded

Select the deduction code to adjust.

The above adjustment might include employee and employer withholding tax deductions, including unemployment (Employment Insurance or E.I.) deductions.

The third-party payer supplies the employer with detail of what was withheld from the employee's payment.

A wash or offset deduction must also be added in the amount of the net payment to the employee. No wages are associated with the wash or offset deduction.

PR Acct or QC Grp

Type the Business Number Code or Quebec Enterprise Number Group associated with the deduction amount and related wages to adjust.

Amount

Type the amount as a positive number to reflect the deduction taken from the employee to associate with this deduction code.

For example, positive dollars are entered for the Federal tax deduction.

Taxable

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

Excess

If excess wages are affected, enter the amount as a positive number to reflect an increase in excess wages associated with this deduction code.

Gross Wages

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

Creating miscellaneous adjustments

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)
Access summary level pay class or pay summary group data for an individual or range of employees for a date range	Employee Wage Report (PR270)
Summarize data deduction code by employee payment, breaking out adjustments separately	Deduction Report (PR275)
Produce a list of payments	Payment Detail Listing (PR260)