Sage 100

Client trying to import bonus checks for 250+ employees. The twist for this import is that they want zero deductions for FIT and SIT taxes, MAS can figure out the FICA and unemployment. The bonus amount IS FIT/SIT taxable, client just wants to withhold zero so setting up an earnings code with the FIT/SIT taxable flags off isn't an option. We could import with the manual tax flag ""on"" but then FICA isn't calculated. All Thoughts are Welcomed.

You can calculate the FICA amt during the import with the manual tax flag ""ON"".

Is it possible to import with the manual tax flag off, run the tax calc and then run a separate import job that changes the manual tax flag to on and zeroes out the FIT/SIT amounts?

import with the manual tax flag ""on"" AND import the FICA amount??

I'm with Kellie- I thought that FICA was always calculated according to the earnings code. The WT was what you could override.

Kellie, when you say calculate the FICA amount, are you importing the bonus amount and determining the amount via a calculation (temp) field or is MAS doing the entire calculation?

I've had clients do manual taxes payroll checks and have the wrong FICA amount (the EMPLOYER portion is calculated, but the EMPLOYEE portion takes whatever you have in there). I'm thinking Bernie's option might be your only choice.

You should beable to link your PR data entry VI job to the PR Data Entry Tax Summary and then you could calculate the tax with a temp field or in your import file before import takes place. If you use a CSV file you could calc before the import. Does that make sense?

I just looked up what I had done for a client, and VI imported the earnings code and amount in one job, and then the federal (including FICA/medicare employer and employee amounts) taxes as another job and state taxes as another job.

All the tax amounts were calculated in the spreadsheet used for the import.

I done these with two imports. First the header and the earnings. The second the taxes - both the employee and employer amounts. This way there's no difference between employee and employer.

Interesting. What about importing the earnings file, run the PR calc, export the taxes into excel, make changes then import back into MAS? This will insure that the FICA/Medicare is calculated properly. If I am looking at the correct table, it is a direct type table which means I cannot selectively change fields. It is a complete reimport.

I believe the IRS requires you to collect 20% FIT for any bonus checks. A. Leonard Smith Principal [cid:image003.jpg@01CCAE89.D6942F50] 9025 E. Kenyon Ave., Suite 212 Denver, CO 80237 Phone: (303) 470-1772 Toll Free: (800) 282-1226 Fax: (303) 648-5080 Website: http://www.telesis-usa.com/ E-Mail: Leonard.Smith@Telesis-usa.com<mailto:christine.reeders@telesis-usa.com> From: support@socialcast.com [mailto:support@socialcast.com] On Behalf Of Jeff Schwenk Sent: Monday, November 28, 2011 3:17 PM To: Leonard Smith Subject: [90 Minds Consulting Group] Client trying to import bonus checks for 250+ employees. The twist for this import is that they want zero deductions for FIT and SIT taxe...

Wink, Wink, Nod, Nod

These appear to be hoiday bonus checks that are grossed up for the FICA/Medicare. My of the accountants/consultants in the group know how to do this. If you want a $700 net check, you use $741.92 (2011 rates) for the gross and no withholdings or deductions.

I'm not sure if this client grosses the checks up or not. I have others that do.

OK, back to this one. Import into PR works. But when I import into the tax ,summary, I get duplicate records (as expected as this is a direct file). When I import into a blank PR8, I get an error 47 when accessing the record in data entry. Can anyone share the specific steps used to import bonus checks and ONLY deduct FICA/Medicare for taxes?

Make sure you're importing the spaces for state and local codes. If you leave them blank they are empty and not spaces.