Misc Amount #1

US: The Misc Amount #1 field on the PR Employees form, Filing Status tab. Australia: The Tax Offset field on the PR Employees form, Filing Status tab. Canada: The Authorized Tax Credits field on the PR Employees form, Filing Status tab.

United States users: If you selected the Override Misc Amount #1 check box, use this field to enter the amount to use when calculating for this Employee.

Note: For Colorado users: Enter the amount from Line 2 of the employee's Form DR 0004.

Australian users: See the field definition for Tax Offset.

Canadian users: See the field definition for Authorized Tax Credits.

Federal 2020 W-4s

If you are entering information from a Federal 2020 W-4, leave this field blank.

Note: If you selected the W-4 Info check box in the PR Update Options section of the HR Company Parameters form, the system automatically synchronizes the employee and resource records when additions or changes are made to this field in either HR or PR. However, in order for auto-updates to occur:
  • you must assign a valid resource number to the employee in the PR Employees form;
  • you must assign a valid employee number to the resource in the HR Resources form; and
  • you must select the Active PR Employee and Exists in PR checkboxes for the resource in the HR Resources form.
If you do not select the W-4 Info checkbox, you must update this field manually in each of the HR Resources, PR Employees, and PR Employee Dedns/Liabs forms as applicable.