Creating adjustments to record repayment by an employee of a partial overpayment

Use Adjustment (PR82.1) to create adjustments to record repayment by an employee of a partial overpayment. You can use this form to adjust pay if an employee was paid for 40 hours of regular work, but worked only 35 hours. What Kinds of Adjustments Can I Make?

Create adjustments to record repayment by an employee of a partial overpayment

  1. Access Adjustment (PR82.1).
  2. 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.

  3. Select the Earnings tab. Consider these critical fields.
    Pay

    Select a pay code to adjust.

    Hours

    Type the hours as a negative number to reflect fewer hours associated with this pay code.

    Amount

    Type the amount as a negative number to reflect fewer dollars associated with this pay code.

    Remaining fields

    Type or select related information in the remaining fields to delete with the hours and dollars associated with the pay code.

  4. Select the Deductions tab. Consider these critical fields:
    Ded

    Supply the deduction codes to adjust.

    This type of adjustment might include employee and employer withholding tax deduction, including unemployment (Employment Insurance or E.I.) deductions.

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

    Taxable

    Type the amount as a negative number to reflect a decrease in the taxable wages associated with this deduction code.

    Excess

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

    Gross Wages

    Type the gross wages as a negative number to reflect a reduction in gross wages associated with this deduction code.

    Creating miscellaneous adjustments

    Remaining fields

    Type or select other related information to delete with the hours and dollars associated with the deduction code.

Related reports and inquiries

To Use
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Access YTD Quarterly taxable wages and withholding totals per employee by tax authority and category Quarterly Report (PR290)
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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)
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