Issue/Symptom/Question

We need to move Workers Compensation and Public Liability Earnings, Taxable Earnings and related taxes from one state to another. 

Applies To

PENTA for Windows

Setup/Update Master Deduction:

Payroll > Setup > Deductions, Reimbursements and Other Compensation

Process a Payroll Manual Check:

Payroll > Exception Checks > Manual Checks

Resolution/Fix/Answer

Moving PL and WC Earnings, Taxable Earnings and Employee Tax Amounts from one state “state A” to another state “state B”.

1. Update the Master Deduction so it the Taxable/Non-Taxable tab is set to:
   
   • As a default ‘B’efore tax
   • State/Prov Exceptions add % (all states) and Tax Type Codes: PL and WC to ‘A’fter tax
     
     

2. Process a Manual Check Entry to reduce the PL and WC amounts for state “A”

   • Document Tab:
   • Check number = 0 (zero)
   • Employee Id = employee needing adjustment
   • Check Date = a date within the date range that needs to be adjusted and in an open period
   • Net Pay = 0 (zero)
   • Accrue PTO, Process Reciprocity Rules and Process Linked Jurisdictions ALL = N
   • Leave all other fields as defaulted
   
   
   • Distribution Tab:
   • Work Date = same date as in the document tab
   • Tab to OU ID and enter employee OU ID
   • Tab to Account number – use account number identified for these adjustments
   • Tab to Gross Pay (Excl. Add to Gross Fringes) – enter NEGATIVE amount of the tax type PL & WC earnings and taxable earnings
   • Add state “A” in the UC State Code and WC State Code in the tax type in the default employee information pop-up window
   • Leave all other fields as defaulted
     
     
   • Deductions & Fringes Tab:
   
   
   • Deduction # and same amount as the Distribution Tab for the Amount Deducted
   • Leave all other fields as defaulted
     
     
   • Distribute the batch
     
     
3. Process a second Manual Check Entry to increase the PL and WC amounts for state “B”

• • Document Tab:

• • Check number = 0 (zero)
  • Employee Id = employee needing adjustment
  • Check Date = a date within the date range that needs to be adjusted and in an open period
  • Net Pay = 0 (zero)
  • Accrue PTO, Process Reciprocity Rules and Process Linked Jurisdictions ALL = N
  • Leave all other fields as defaulted

• • Distribution Tab:

• • Work Date = same date as in the document tab
  • Tab to OU ID and enter employee OU ID
  • Tab to Account number – use account number identified for these adjustments
  • Tab to Gross Pay (Excl. Add to Gross Fringes) – enter POSITIVE amount of the state “B” tax type PL & WC earnings and taxable earnings
  • Leave all other fields as defaulted

• • Deductions & Fringes Tab:

• • Deduction # and same amount as the Distribution Tab for the Amount Deducted
  • Leave all other fields as defaulted

• • Distribute the batch

Review the employee earnings – PL and WC will be zeroed out in state “A” and added to state “B” – deduction will be zeroed out.