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  • 1.  Refund of Pretax Payroll Deduction

    Posted 10-13-2020 10:25
    Hi
    I know I've seen this here but can't find it and under a time crunch.  Customer needs to refund a pretax payroll deduction as a stand alone payroll check (no other earnings).  I followed the KB article to add an Earnings Line with 0 hours/$0 dollars and then add the Negative Deduction.  Calculated payroll taxes and it's not adding to taxable wages.  Should it not be included in Earnings at that point?  
    Am i missing something on how this works?


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    Nancy Hanson
    Blytheco LLC
    Eagan MN
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  • 2.  RE: Refund of Pretax Payroll Deduction

    Posted 10-13-2020 11:37
    Nancy,  You'll need to enter manual taxes for the entry, as the system isn't going to recognize the funds as taxable.

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    Michelle Taylor
    ERP Consulting Manager, CS3 Technology
    918-388-9772
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  • 3.  RE: Refund of Pretax Payroll Deduction

    Posted 03-02-2021 20:44
    Hi Michelle
    After running thru this, shouldn't the gross refund be added back to Withholding Wages?  
    I use rule -805158 Section 125 EE Deduction.
    So my gross refund was $50.00, I entered $3.10 and $.725 for SS & Med.  (as positive numbers) leaving a refund of $46.17 or so.  
    When I look at the tax summary I expected to see it add the $50 to Withholding Wages but it didn't.   
    Do I have to manually fix the Withholding Wages too?
    There has to be a better way!


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    Nancy Hanson
    Blytheco LLC
    Eagan MN
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    Original Message


  • 4.  RE: Refund of Pretax Payroll Deduction

    Posted 03-03-2021 09:38
    Sadly, this is STILL an issue  Client has employees that terminate and they have to refund pretax 401K as the state won't accept the funds.  If they only process the deduction, earnings are hosed.  Manual adjustment is required.  After being bit numerous times, they now process the refund with the final paycheck.  This really should be fixed.  Maybe we can ambush Linda Cade this weekend????

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    Jeff Schwenk
    FORMER 90M Board Member
    Bottomline Software, Inc.
    Waynesboro VA
    540-221-4444
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    Original Message


  • 5.  RE: Refund of Pretax Payroll Deduction

    Posted 03-03-2021 10:00
    HI Nancy!  Yes, ma'am, as @Jeff Schwenk said this has to be manually corrected. :(​

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

    Original Message


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