Sage 100

This week I received a call from client with 2021 PR issue. Prior to closing PR the year, he issued six supplemental checks for S-Corp shareholder health insurance premiums. He then closed the year and ran first 2022 PR. He then discovered that using a regular earnings code AND a pretax insurance deduction code did not produce the desired results for w-2's. I said he "should" be able to reverse the six checks and reissue using a new earnings code for insurance premiums and the FB deduction code.. He declined to be a pioneer so we restored the 2021 back up, reversed the checks, corrected the six checks, ran the YE reports, closed the year and regenerated the first PR.

My bigger question is what is the best way to do this? Could we have reversed and reissued the health insurance checks using a 12/31/21 date while the PR period is set for Q1, 2022? OR would this still leave the YTD numbers mucked up.

------------------------------
Jeff Schwenk
FORMER 90M Board Member -140,000,000 is a TERRIBLE thing to waste!!!
Bottomline Software, Inc.
Waynesboro VA
540-221-4444
------------------------------

I think you could have.  I had a customer this week that closed payroll for 2021 but needed to fix an Auto Allowance issue.  We did the entries with Dec 2021 period dates, check dates, update dates.  Payroll history looked ok.
You didn't by chance copy this closed company to a backup/copy so you could run thru the transactions and show him did you?  Use it as a training session?

N

------------------------------
Nancy Hanson
Blytheco LLC
Eagan MN
------------------------------