Issue/Symptom/Question

I need to move SIT wages for an Employee from State A to State B, this needs to be done without affecting State gross wages for either state.

Environment

Payroll> Setup> Deductions, Reimbursements, Other Compensation> Master Deduction

Payroll> Exception Checks> Manual Checks

Resolution/Fix/Answer

To move only SIT wages from one state to another: A single deduction and two manual check adjustments are required.

Create the deduction

On the Master tab:

• The Calc Base should be 1
• All other fields  are not relevant

On the Taxable/Non Taxable tab:

• As a default B/A taxes flag s/b "A"
• Create a state exception for: State Code % (all), Tax Type SIT, Before/After flag s/b set to "B"

All other tabs can remain with their default values

Run 1st manual check adjustment:

Document Tab:

• Check # should be 0
• Employee Id, should be the employee which you are trying to affect wages
• Check Date will be the posting date
• Net pay should be negative in the amount you would like the SIT wages adjusted
• Accrue PTO, Process Reciprocity Rules, and Process Linked Jurisdictions should be set to "N"

Distribution Tab:

• Work Date s/b the same as the Check date
• OU Id s/b the employee's OU
• Account will act as a wash account and therefore is not relevant (as long as the same account is used for every adjustment). Choose whatever account you are comfortable with these wash entries being posted to.
• Hours and Gross pay should = 0
• Default Employee Info Pop-up
  • All states should = State A

Deduct/Fringes tab:

• Enter the above deduction
• Enter the amount of wages that need to be moved as a positive number

Distribute this manual check before proceeding with the next adjustment

Run 2nd manual check adjustment

Document Tab:

• Check # should be 0
• Employee Id, should be the employee which you are trying to affect wages
• Check Date will be the posting date
• Net pay should be positive in the amount you would like the SIT wages adjusted
• Accrue PTO, Process Reciprocity Rules, and Process Linked Jurisdictions should be set to "N"

Distribution Tab:

• Work Date s/b the same as the Check date
• OU Id s/b the employee's OU
• Account will act as a wash account and therefore is not relevant (as long as the same account is used for every adjustment). Choose whatever account you are comfortable with these wash entries being posted to.
• Hours and Gross pay should = 0
• Default Employee Info Pop-up
  • All states should = State B

Deduct/Fringes tab:

• Enter the above deduction
• Enter the amount of wages that need to be moved as a negative number

Distribute the manual check