Creating adjustments between tax deductions and wages associated with tax deductions

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

Before creating adjustments between tax deductions and wages associated with tax deductions, the deductions must already be associated with the employee. Employee: deductions

Create adjustments between tax deductions and wages associated with tax deductions

  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.

    Note: Use only the deductions tab when creating adjustments between tax deductions and wages associated with tax deductions.
  3. Select the Deductions tab. Specify this information:
    Ded

    Type or select the deduction codes to adjust.

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

    Taxable

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

    Type a negative number to reflect a reduction in taxable wages associated with this deduction code.

    Gross Wages

    Type the gross wages.

    Creating miscellaneous adjustments

  4. 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 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)
Summarize combined deferral amount of both pretax 401(k)/403(b) and after-tax Roth contributions Benefit Deduction Audit Report (PR279)
Produce a list of payments Payment Detail Listing (PR260)
View historical deduction and earnings information and totals by Report Entity. Also to balance totals from the payment detail files to the quarterly files Payment Detail Listing By Report Entity (PR261)
Process earnings, deductions, and payment data to a CSV file to recalculate taxable wages and balance the calculated amount to the actual payment data by Tax Authority. Taxable Wage CSV (PR262)
Reconcile your summary (QTD) and detail (PYD) files Quarterly Tax Balancing Report (PR266)
Access YTD Quarterly taxable wages and withholding totals per employee by tax authority and category Quarterly Report (PR290)
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