Are you sure that unchecking tax withholding in the profile is going to do the correct thing?
I would think that would make the wages non-taxable, not just stop the withholding. You want it to be taxable, just not withhold FIT.
You might want to test that out in a test environment first.
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Thomas Rogers (TomTarget)
Target System Technology, Inc.
Spokane Valley WA
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Original Message:
Sent: 11-13-2019 12:17
From: Michelle Taylor
Subject: Medicare Catch Up
Ah, I see! Hope that the slight change helps! Good luck to her :)
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Michelle Taylor
ERP Consulting Manager, CS3 Technology
918-388-9772
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Original Message:
Sent: 11-13-2019 12:15
From: Rhonda McNamara
Subject: Medicare Catch Up
I'd never do it justice. One scenario is about a business that bought another business so the employee's YTD stuff is relevant, but the employer is suddenly a new employer, mid year, thresholds, yada yada yada. But I actually didn't know you could let it calculate and then override it, so I think that'll be a life saver! She's one of those people who has had to tell Sage they're calculating wrong before. :-D So she doesn't want to be held up while they figure stuff out. I think the employees for most of the payrolls she runs will be in just a handful of profiles, so that might help too. Thanks all!
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Rhonda McNamara
Customer Success Manager
Stewart Technologies, Inc.
rsm@stewarttechnologies.com
Original Message:
Sent: 11-13-2019 10:47
From: Michelle Taylor
Subject: Medicare Catch Up
Hi @Rhonda McNamara Would have to inquire more of the "why" for the tinkering, but I am not a CPA, I just dig for info a lot! Maybe knowing is more curiosity. Don't see anything wrong with running the tax calculation, then going back to the entry to change to Manual Taxes and modifying. I'd do it that way, if only to see what the program is calculating. Makes me wonder more if there could be a better tax rule applied, and that goes back to the "why" for the tinkering.
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Michelle Taylor
ERP Consulting Manager, CS3 Technology
918-388-9772
Original Message:
Sent: 11-13-2019 10:32
From: Rhonda McNamara
Subject: Medicare Catch Up
@Michelle Taylor I was meaning during payroll. My client (a cpa) regularly changes withholding and taxes. All above board, but manually. Would she need to not have the tax engine calculate them at all, and manually calculate the whole thing?
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Rhonda McNamara
Customer Success Manager
Stewart Technologies, Inc.
rsm@stewarttechnologies.com
Original Message:
Sent: 11-12-2019 14:46
From: Michelle Taylor
Subject: Medicare Catch Up
@Jeff Schwenk The Earnings Code can be assigned a tax rule for those earnings to not be taxable. I'd recommend creating a code that will only be used for the Christmas Bonus.
@Rhonda McNamara Do you mean during the Payroll process or after it's posted?
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Michelle Taylor
ERP Consulting Manager, CS3 Technology
918-388-9772
Original Message:
Sent: 11-12-2019 14:32
From: Jeff Schwenk
Subject: Medicare Catch Up
Wow, what timing - Just received a client email regarding Christmas bonuses and how do you override the supplemental tax calc to zero. It is taxable but she wants the employees to feel the holiday love. I suggested manual tax override. She replied Bah Humbug. NOT for three hundred employees. .... Any thoughts?
TIA
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Jeff Schwenk
FORMER 90M Board Member
Bottomline Software, Inc.
Waynesboro VA
540-221-4444
Original Message:
Sent: 11-12-2019 14:14
From: Rhonda McNamara
Subject: Medicare Catch Up
Along these lines, I was wondering what the options are for overriding anything calculated by the PR tax engine in the sky. I think it was not possible last I heard but need to find out for sure for a client who tinkers with the numbers all the time.
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Rhonda McNamara
Customer Success Manager
Stewart Technologies, Inc.
rsm@stewarttechnologies.com
Original Message:
Sent: 11-04-2019 23:39
From: Jeff Schwenk
Subject: Medicare Catch Up
So what if the employER taxes were hosed. How do you manually adjust them? Also, I don't think the legacy PR looked at taxes on a YTD basis either.
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Jeff Schwenk
FORMER 90M Board Member
Bottomline Software, Inc.
Waynesboro VA
540-221-4444
Original Message:
Sent: 11-03-2019 23:01
From: Karen O'Lane
Subject: Medicare Catch Up
Sorry, I meant that they upgraded from v2017 to v2019. Sage support confirmed that the new framework versions will NOT catch up the taxes. You must manually figure it out and then do an override in payroll data entry.
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Karen O'Lane
Accounting Systems, Inc. (ASI)
Fresno CA
803.252.6154 x242
559.577.4142
90Minds Board Member at Large