Sage 100

Sage 2016. If a customer processed their first payroll of the year BEFORE having the 2018 tax table installed, and they handed out the payroll checks, how do they go about making adjustments? SDI in CA went from .9 to 1.0. This employer's UI went down.

It was few years back I had a customer do the same thing. The next payroll they ran as manual checks and used the manual tax feature to make corrections. It was time consuming, but they never forgot the lesson. :).

I've had several clients do that, and most of the controllers said they were not going to worry about the correction because it would be so minimal it wouldn't make a huge difference over the course of the year and would be rectified with their first filing. Not sure how accurate that is, or how big this client is... but most feel as long as they don't hit any of the limits in that first payroll (with bonuses from the previous year or something) then it's ok? Thoughts???

OK, it looks like SDI is the only one that will need to be corrected for the employee's portion, so overriding those amounts with the manual tax feature will work. Now, what do we do about the employer's UI tax? Isn't there a hidden utility that allows updating this? Or does it adjust amounts automatically with the second payroll?

I've always corrected the UI tax via a JE. Wait until the end of the quarter to fix it or pull the PR JE into excel, isolate the UI account codes and create a formula to calculate the difference.

I'm good with doing a JE, but don't we need to correct the UI amount on the Sage reports? That is to say, wouldn't it be convenient to have the right amount show on the reports, like the Quarterly Tax Report?