Defining department allocations

Department allocation levels are separate areas of an organization used for calculating shortfall allocation. The system calculates shortfall allocations for each employee in each level in which they report tip income.

Before you set up company allocations, you must ensure the Tips application is set up. What do I need to Set Up Before I Use the Tips application?

Define department allocations

  1. Access Department Allocation (TP00.3).
  2. Select the calculation method you want to use for this allocation level in the Allocation Method field.
    Note: The maximum integer places are defined within the system, so begin the allocation percent with a decimal point.
  3. Type the calculation percent for the allocation level in the Allocation Percent field.
  4. Define the establishment. Specify this information:
    Establishment Number

    The number that identifies individual establishments that you are reporting under the same tax reporting ID.

    Note: This field allows 30 characters, but you should check the federal reporting form to make sure your establishment number complies with filing requirements.
    Establishment Type

    The type of establishment this allocation level represents. This information is reported on the federal report form.

    Establishment Name

    The establishment name.

    (Address Fields)

    The establishment address.

    Note: If you define an establishment name but do not enter any address information, the address defined onProcess Level (HR01.1) for the selected company defaults.

Related reports and inquiries

To Use
List allocation levels Allocation Level Listing (TP200)
Related topics