Assigning Deductions and Liabilities
Once you have created deduction and liability codes in PR Deductions/Liabilities, you will need to assign them to one of the following levels: Federal, State/Provincial, Local, Craft/Class, Insurance, or Employee.
The following table displays where you can assign deduction/liability codes to each level.
Form | Description |
|---|---|
PR Federal Information | Use this form to identify all of your Federal deductions and liabilities. Canadian users also use this form to set up QPP and QPIP deductions and liabilities. Additional deductions/liabilities that apply to all employees without regard to the State, Local, Craft/Class, or Insurance code that their earnings are posted to may be set up here on the Add'l Federal Based Dedns/Liabs tab. You may find this to be more convenient than setting up the deduction/liability codes individually for each employee in PR Employees. |
PR State Information / PR Province Information | Use this form to identify tax, unemployment, and other deduction and liability information associated with a state/province. |
PR Local Codes | Use this form to identify income tax and other deduction and liability information associated with a city, county, or other local taxing district. |
PR Crafts | Use this form to identify deductions (including pre-tax) and liabilities associated with different types of crafts (unions). |
PR Craft Classes | Deductions (including pre-tax) and liabilities in this form override the deductions and liabilities set up in PR Crafts. |
PR Craft Templates | Use this form to override standard Craft information set up in PR Crafts. |
PR Craft Class Templates | This form is the most detailed level for determining deductions (including pre-tax) and liabilities. Deductions and liabilities set up here override those at the Craft, Class, or Craft Template levels. |
PR Employee Dedns/Liabs | Use this form to set up all employee-specific information related to deductions (including pre-tax) and liabilities. This includes Federal and State tax filing status, tax add-ons, calculation overrides, and also employee deductions (i.e. garnishments, insurance, and liabilities). Access this form from the Payroll Programs folder on the Main Menu or by double-clicking the Dedns / Liabs tab in PR Employees. |
If you have created a pre-tax deduction and want to assign it at the craft/class/template levels, you must first add the pre-tax deduction to the Dedns/Liabs tab in PR Crafts. Once you add the pre-tax deduction to PR Crafts, you can then specify overrides in PR Craft Templates, PR Craft Classes, or PR Craft Class Templates. If you attempt to add a pre-tax deduction to the Dedns/Liabs tab for one of the these forms without adding it to PR Crafts, the system will display a warning and prevents you from entering the deduction.
