Creating adjustments to move wages between taxable and excess wages

Use Adjustment (PR82.1) to create adjustments to move wages between taxable and excess wages such as when an employee moves to another state. What Kinds of Adjustments Can I Make?

Before creating adjustments to move wages between taxable and excess wages, the deductions must already be associated with the employee. Employee: deductions

Create adjustments to move wages between taxable and excess wages

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 creating adjustments to move wages between taxable and excess wages.
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 which 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

Select the deduction codes to adjust.

PR Acct or QC Grp

Type the Business Number Group 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 unemployment deduction, or Employment Insurance (E.I.) deduction for Canada, associated with this deduction code.

Taxable

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

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. Enter 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.

Creating miscellaneous adjustments
Type or select information in the other fields on 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)
Summarize 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)
Produce a list of payments	Payment Detail Listing (PR260)