Sage 100

When moving from legacy to payroll 2.x, how do you deal with the customer who had employees with multi-state taxation? I have only a couple and they used a deduction code and flat x % to mimick the other state withholding.

With payroll 2.x I can now get the multiple states but I'm not sure how to deal with that withholding that went into a deduction code for part fo the year.

How have you dealt with this  - if at all?

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Wayne Schulz - Schulz Consulting - 860-516-8990
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Have the amounts in a report and manually input in the Aatrix grid for the W-2 forms.  If the amounts are in Excel and in the correct order, then column can be copied into the grid.  How did they do it in legacy? Must have been similar.

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Michelle Taylor
ERP Consulting Manager, CS3 Technology
918-388-9772
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Yes, they say they manually made the change at year-end. I didn't know if there was a way people were accounting for this during the conversion or if they still modified the W2 at year-end.

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Wayne Schulz - Schulz Consulting - 860-516-8990
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Original Message:
Sent: 09-09-2019 14:37
From: Michelle Taylor
Subject: Payroll 2.x - how to deal with multi-state where they had a deduction code previously

Have the amounts in a report and manually input in the Aatrix grid for the W-2 forms.  If the amounts are in Excel and in the correct order, then column can be copied into the grid.  How did they do it in legacy? Must have been similar.

------------------------------
Michelle Taylor
ERP Consulting Manager, CS3 Technology
918-388-9772
------------------------------

I recommend a manual process.  Alternatively the data can be imported into the Employee Tax table, for each State and/or Local - a lot of steps and potential for error.

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Michelle Taylor
ERP Consulting Manager, CS3 Technology
918-388-9772
------------------------------

Original Message:
Sent: 09-09-2019 15:30
From: Wayne Schulz
Subject: Payroll 2.x - how to deal with multi-state where they had a deduction code previously

Yes, they say they manually made the change at year-end. I didn't know if there was a way people were accounting for this during the conversion or if they still modified the W2 at year-end.

------------------------------
Wayne Schulz - Schulz Consulting - 860-516-8990
------------------------------


Original Message:
Sent: 09-09-2019 14:37
From: Michelle Taylor
Subject: Payroll 2.x - how to deal with multi-state where they had a deduction code previously

Have the amounts in a report and manually input in the Aatrix grid for the W-2 forms.  If the amounts are in Excel and in the correct order, then column can be copied into the grid.  How did they do it in legacy? Must have been similar.

------------------------------
Michelle Taylor
ERP Consulting Manager, CS3 Technology
918-388-9772