{"type":"doc","content":[{"type":"heading","attrs":{"level":1},"content":[{"text":"Reimbursable Employee Expenses","type":"text"}]},{"type":"panel","attrs":{"panelType":"warning"},"content":[{"type":"paragraph","content":[{"text":"All ","type":"text"},{"text":"Option #1","type":"text","marks":[{"type":"em"}]},{"text":" scenarios, the employee pays any Federal, Ohio and OSDI taxes on amount paid through USAS disbursement as a part of the year-end tax return filing. However, if desired, the district can enter an Error Adjustment(s) for a calculated amount prior to the last calendar year payroll and appropriate taxes will be withheld.","type":"text"}]}]},{"type":"heading","attrs":{"level":2},"content":[{"text":"Scenario 1","type":"text"}]},{"type":"paragraph","content":[{"text":"If paid through USAS Disbursement and district wants the amount to appear on the W2 as wages but not in Box 14 as Fringe Benefits:","type":"text"}]},{"type":"expand","attrs":{"title":"Option 1"},"content":[{"type":"heading","attrs":{"level":3},"content":[{"text":"Option #1","type":"text"}]},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Calculate the amount of Medicare tax as it applies to the total. ","type":"text"}]},{"type":"paragraph","content":[{"type":"inlineExtension","attrs":{"extensionType":"com.atlassian.confluence.migration","extensionKey":"__confluenceADFMigrationUnsupportedContentInternalExtension__","text":"","parameters":{"cxhtml":"

If there is Medicare pickup, be sure to inflate the Medicare amount as well as the total and applicable gross

Click 'Create'
Employee - Find employee by typing in a few characters of first or last name
Payroll Item - Choose Medicare Tax
Type - Choose Total Gross
Transaction Date - Enter or choose date from calendar
Amount - Enter in the amount to be included in the total gross
Description - Enter in a description (optional)
Click 'Save'

Click 'Create'
Employee - Find employee by typing in a few characters of first or last name
Payroll Item - Choose Medicare Tax
Type - Choose Applicable Gross
Transaction Date - Enter or choose date from calendar
Amount - Enter in the amount to be included in the applicable (taxable) gross
Description - Enter in a description (optional)
Click 'Save'

Click 'Create'
Employee - Find employee by typing in a few characters of first or last name
Payroll Item - Choose Federal Tax 001
Type - Choose Total Gross
Transaction Date - Enter or choose date from calendar
Amount - Enter in the amount to be included in the total gross
Description - Enter in a description (optional)
Click 'Save'

Click 'Create'
Employee - Find employee by typing in a few characters of first or last name
Payroll Item - Choose Federal Tax 001
Type - Choose Applicable (taxable) Gross
Transaction Date- Enter or choose date from calendar
Amount - Enter in the amount to be included in the applicable (taxable) gross
Description - Enter in a description (optional)
Click 'Save'

Click 'Create'
Employee - Find employee by typing in a few characters of first or last name
Payroll Item - Choose Medicare Tax
Type - Choose Total Gross
Transaction Date - Enter or choose date from calendar
Amount - Enter in the amount to be included in the total gross
Description- Enter in a description (optional)
Click 'Save'

Click 'Create'
Employee - Find employee by typing in a few characters of first or last name
Payroll Item - Choose Medicare Tax
Type - Choose Applicable (taxable) Gross
Transaction Date - Enter or choose date from calendar
Amount - Enter in the amount to be included in the applicable (taxable) gross
Description- Enter in a description (optional)
Click 'Save'

Click 'Create'
Employee - Find employee by typing in a few characters of first or last name
Payroll Item - Choose City Tax
Type - Choose Total Gross
Transaction Date - Enter or choose date from calendar
Amount - Enter in the amount to be included in the total gross
Description - Enter in a description (optional)
Click 'Save'

Click 'Create'
Employee - Find employee by typing in a few characters of first or last name
Payroll Item - Choose City Tax
Type - Choose Applicable (taxable) Gross
Transaction Date - Enter or choose date from calendar
Amount - Enter in the amount to be included in the applicable (taxable) gross
Description - Enter in a description (optional)
Click 'Save'

Click 'Create'
Employee - Find employee by typing in a few characters of first or last name
Payroll Item - Choose OSDI Tax
Type - Choose Total Gross
Transaction Date - Enter or choose date from calendar
Amount - Enter in the amount to be included in the total gross
Description - Enter in a description (optional)
Click 'Save'

Click 'Create'
Employee - Find employee by typing in a few characters of first or last name
Payroll Item - Choose OSDI Tax
Type - Choose Applicable (taxable) Gross
Transaction Date - Enter or choose date from calendar
Amount - Enter in the amount to be included in the applicable (taxable) gross
Description - Enter in a description (optional)
Click 'Save'

Click 'Create'
Employee - Find employee by typing in a few characters of first or last name
Payroll Item - Choose Federal Tax 001
Type - Choose Fringe Benefits
Transaction Date - Enter or choose date from calendar
Amount - Enter in the amount of the Fringe Benefit
Description - Enter in a description (optional)
Click 'Save'

Click 'Create'
Employee - Find employee by typing in a few characters of first or last name
Payroll Item - Choose Federal Tax 001
Type - Choose Total Gross
Transaction Date - Enter or choose date from calendar
Amount - Enter in the amount to be reduced from the total gross
Description - Enter in a description (optional)
Click 'Save'

Click 'Create'
Employee - Find employee by typing in a few characters of first or last name
Payroll Item - Choose Federal Tax 001
Type - Choose Applicable (taxable) Gross
Transaction Date - Enter or choose date from calendar
Amount - Enter in the amount to be reduced from the applicable (taxable) gross
Description - Enter in a description (optional)
Click 'Save'

Click 'Create'
Employee - Find employee by typing in a few characters of first or last name
Payroll Item - Choose Federal Tax 001
Type - Choose Fringe Benefits
Transaction Date - Enter or choose date from calendar
Amount - Enter in the amount of the Fringe Benefit
Description - Enter in a description (optional)
Click 'Save'

Click 'Create'
Employee - Find employee by typing in a few characters of first or last name
Payroll Item - Choose Federal Tax 001
Type - Choose Fringe Benefits
Transaction Date - Enter or choose date from calendar
Amount - Enter in the amount of the Fringe Benefit
Description - Enter in a description (optional)
Click 'Save'

W2 Report Submission will add it back to these figures based on the Fringe Benefit amount.

","block-inline":true,"nestedContent":{"type":"doc","content":[{"type":"panel","attrs":{"panelType":"info"},"content":[{"type":"paragraph","content":[{"text":"W2 Report Submission will add it back to these figures based on the Fringe Benefit amount.","type":"text"}]}]}],"version":1},"reason":"An info macro in a list item can't be created or edited in the new editor."}}}]},{"type":"taskList","attrs":{"localId":""},"content":[{"type":"taskItem","attrs":{"state":"TODO","localId":"73"},"content":[{"text":"Go to Core/Adjustments","type":"text"},{"type":"inlineExtension","attrs":{"extensionType":"com.atlassian.confluence.migration","extensionKey":"__confluenceADFMigrationUnsupportedContentInternalExtension__","text":"","parameters":{"cxhtml":"

Click 'Create'
Employee - Find employee by typing in a few characters of first or last name
Payroll Item - Choose Federal Tax 001
Type - Choose Total Gross
Transaction Date - Enter or choose date from calendar
Amount - Enter in the amount to be reduced from the total gross
Description - Enter in a description (optional)
Click 'Save'

Click 'Create'
Employee - Find employee by typing in a few characters of first or last name
Payroll Item - Choose Federal Tax 001
Type - Choose Applicable (taxable) Gross
Transaction Date - Enter or choose date from calendar
Amount- Enter in the amount to be reduced from the applicable (taxable) gross
Description- Enter in a description (optional)
Click 'Save'

Post a reduction of expenditure to the 1XX object account and a negative reduction of expenditure to the desired object code

","nestedContent":{"type":"doc","content":[{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Post a reduction of expenditure to the 1XX object account and a negative reduction of expenditure to the desired object code","type":"text"}]}]}]}],"version":1},"reason":"A bulleted list in task item can't be created or edited in the new editor."}}}]}]},{"type":"heading","attrs":{"level":2},"content":[{"text":"Scenario 5","type":"text"}]},{"type":"paragraph","content":[{"text":"If paid part of the calendar year through USAS disbursement and part of the calendar year through USPS and district wants the amount to appear on the W2 as wages but not in Box 14 as Fringe Benefits:","type":"text"}]},{"type":"expand","attrs":{"title":"Option 1"},"content":[{"type":"heading","attrs":{"level":3},"content":[{"text":"Option #1","type":"text"}]},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Determine the amount paid through USAS Disbursement.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Calculate the amount of Medicare tax as it applies to the total","type":"text"}]},{"type":"paragraph","content":[{"type":"inlineExtension","attrs":{"extensionType":"com.atlassian.confluence.migration","extensionKey":"__confluenceADFMigrationUnsupportedContentInternalExtension__","text":"","parameters":{"cxhtml":"

If there is Medicare pickup be sure to inflate the Medicare amount as well as the total and applicable (taxable) gross

","block-inline":true,"nestedContent":{"type":"doc","content":[{"type":"panel","attrs":{"panelType":"success"},"content":[{"type":"paragraph","content":[{"text":"If there is Medicare pickup be sure to inflate the Medicare amount as well as the total and applicable (taxable) gross","type":"text"}]}]}],"version":1}}}}]},{"type":"paragraph"}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Before the last pay of the calendar year, enter the withholding amount on the Medicare Payroll Item record as an error adjustment for both employee and employer amounts","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"If city withholding is needed, calculate the amount of City Tax as it applies to the total.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Before the last pay of the calendar year, enter this amount on the City Payroll Item(s) as an Error Adjustment","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Manually increase the Total and Applicable (taxable) Gross amount on the Federal, Ohio, OSDI, city and Medicare records (if applicable) by the amount paid through USAS disbursement: ","type":"text"},{"type":"hardBreak"}]},{"type":"taskList","attrs":{"localId":""},"content":[{"type":"taskItem","attrs":{"state":"TODO","localId":"76"},"content":[{"text":"Go to Core/Adjustments","type":"text"},{"type":"inlineExtension","attrs":{"extensionType":"com.atlassian.confluence.migration","extensionKey":"__confluenceADFMigrationUnsupportedContentInternalExtension__","text":"","parameters":{"cxhtml":"

Click 'Create'
Employee - Find employee by typing in a few characters of first or last name
Payroll Item - Choose Federal Tax 001
Type - Choose Total Gross
Transaction Date - Enter or choose date from calendar
Amount - Enter in the amount to be included in the total gross
Description - Enter in a description (optional)
Click 'Save'

Click 'Create'
Employee - Find employee by typing in a few characters of first or last name
Payroll Item -Choose Federal Tax 001
Type - Choose Applicable (taxable) Gross
Transaction Date - Enter or choose date from calendar
Amount - Enter in the amount to be included in the applicable (taxable) gross
Description - Enter in a description (optional)
Click 'Save'

W2 Report Submission will add it back to these figures based on the Fringe Benefit Amount.

","block-inline":true,"nestedContent":{"type":"doc","content":[{"type":"panel","attrs":{"panelType":"info"},"content":[{"type":"paragraph","content":[{"text":"W2 Report Submission will add it back to these figures based on the Fringe Benefit Amount.","type":"text"}]}]}],"version":1},"reason":"An info macro in a list item can't be created or edited in the new editor."}}}]},{"type":"paragraph"},{"type":"taskList","attrs":{"localId":""},"content":[{"type":"taskItem","attrs":{"state":"TODO","localId":"78"},"content":[{"text":"Go to Core/Adjustments","type":"text"},{"type":"inlineExtension","attrs":{"extensionType":"com.atlassian.confluence.migration","extensionKey":"__confluenceADFMigrationUnsupportedContentInternalExtension__","text":"","parameters":{"cxhtml":"

Click 'Create'
Employee - Find employee by typing in a few characters of first or last name
Payroll Item - Choose Federal Tax 001
Type - Choose Total Gross
Transaction Date - Enter or choose date from calendar
Amount - Enter in the amount to be reduced from the total gross
Description- Enter in a description (optional)
Click 'Save'

Click 'Create'
Employee - Find employee by typing in a few characters of first or last name
Payroll Item - Choose Federal Tax 001
Type - Choose Applicable (taxable) Gross
Transaction Date - Enter or choose date from calendar
Amount - Enter in the amount to be reduced from the applicable (taxable) gross
Description - Enter in a description (optional)
Click 'Save'

Click 'Create'
Employee - Find employee by typing in a few characters of first or last name
Payroll Item - Choose OSDI Tax
Type - Choose Total Gross
Transaction Date - Enter or choose date from calendar
Amount - Enter in the amount to be included in the total gross
Description - Enter in a description (optional)
Click 'Save'

Click 'Create'
Employee - Find employee by typing in a few characters of first or last name
Payroll Item - Choose OSDI Tax
Type - Choose Applicable (taxable) Gross
Transaction Date - Enter or choose date from calendar
Amount - Enter in the amount to be included in the applicable (taxable) gross
Description - Enter in a description (optional)
Click 'Save'

Click 'Create'
Employee - Find employee by typing in a few characters of first or last name
Payroll Item - Choose Federal Tax 001
Type - Choose Fringe Benefits
Transaction Date - Enter or choose date from calendar
Amount - Enter in the amount of the Fringe Benefit
Description - Enter in a description (optional)
Click 'Save'

W2 Report and Submission will add it back to these figures based on the Fringe Benefit Amount.

","block-inline":true,"nestedContent":{"type":"doc","content":[{"type":"panel","attrs":{"panelType":"info"},"content":[{"type":"paragraph","content":[{"text":"W2 Report and Submission will add it back to these figures based on the Fringe Benefit Amount.","type":"text"}]}]}],"version":1},"reason":"An info macro in a list item can't be created or edited in the new editor."}}}]},{"type":"paragraph"},{"type":"taskList","attrs":{"localId":""},"content":[{"type":"taskItem","attrs":{"state":"TODO","localId":"101"},"content":[{"text":"Go to Core/Adjustments","type":"text"},{"type":"inlineExtension","attrs":{"extensionType":"com.atlassian.confluence.migration","extensionKey":"__confluenceADFMigrationUnsupportedContentInternalExtension__","text":"","parameters":{"cxhtml":"

Click 'Create'
Employee - Find employee by typing in a few characters of first or last name
Payroll Item - Choose Federal Tax 001
Type - Choose Total Gross
Transaction Date - Enter or choose date from calendar
Amount - Enter in the amount to be reduced from the total gross
Description - Enter in a description (optional)
Click 'Save'

Click 'Create'
Employee - Find employee by typing in a few characters of first or last name
Payroll Item - Choose Federal Tax 001
Type - Choose Fringe Benefits
Transaction Date - Enter or choose date from calendar
Amount - Enter in the amount of the Fringe Benefit
Description - Enter in a description (optional)
Click 'Save'

Click 'Create'
Employee - Find employee by typing in a few characters of first or last name
Payroll Item - Choose Medicare Tax
Type - Choose Total Gross
Transaction Date - Enter or choose date from calendar
Amount - Enter in the amount to be included in the total gross
Description - Enter in a description (optional)
Click 'Save'

Click 'Create'
Employee - Find employee by typing in a few characters of first or last name
Payroll Item - Choose Medicare Tax
Type -Choose Applicable (taxable) Gross
Transaction Date - Enter or choose date from calendar
Amount - Enter in the amount to be included in the applicable (taxable) gross
Description - Enter in a description (optional)
Click 'Save'

Click 'Create'
Employee - Find employee by typing in a few characters of first or last name
Payroll Item - Choose Medicare Tax
Type - Choose Amount Withheld
Transaction Date - Enter or choose date from calendar
Amount - Enter in the withholding amount of Employee Medicare
Description - Enter in a description (optional)
Click 'Save'

","nestedContent":{"type":"doc","content":[{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Click 'Create'","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Employee - Find employee by typing in a few characters of first or last name","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Payroll Item - Choose Medicare Tax ","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Type - Choose Amount Withheld","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Transaction Date - Enter or choose date from calendar","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Amount - Enter in the withholding amount of Employee Medicare","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Description - Enter in a description (optional)","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Click 'Save'","type":"text"}]}]}]}],"version":1},"reason":"A bulleted list in task item can't be created or edited in the new editor."}}}]},{"type":"taskItem","attrs":{"state":"TODO","localId":"3385"},"content":[{"text":"Go to Core>Adjustments","type":"text"}]}]}]}]},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph"},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph"},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Click 'Create'","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Employee - Find employee by typing in a few characters of first or last name","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Payroll Item - Choose Medicare Tax ","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Type - Choose Board Amount of Payroll Item","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Transaction Date - Enter or choose date from calendar","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Amount - Enter in the Board Amount of Medicare","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Description - Enter in a description (optional)","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Click 'Save'","type":"text"}]}]}]}]}]}]}]},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"OR if fully paid by Board","type":"text","marks":[{"type":"strong"}]},{"text":":","type":"text"}]}]}]},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph"},{"type":"taskList","attrs":{"localId":""},"content":[{"type":"taskItem","attrs":{"state":"TODO","localId":"3388"},"content":[{"text":"Go to Core>Adjustments","type":"text"}]}]}]}]},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph"},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph"},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Click 'Create'","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Employee - Find employee by typing in a few characters of first or last name","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Payroll Item - Choose Medicare Tax ","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Type - Choose Board Pickup Amount of the Payroll Item ","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Transaction Date - Enter or choose date from calendar","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Amount - Enter in the Board Pickup Amount of Medicare (1.45%) This will update both Medicare Pickup and Medicare on the employee's W2","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Description - Enter in a description (optional)","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Click 'Save'","type":"text"}]}]}]}]}]}]}]},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Enter the amount as a Fringe Benefit on the Federal record: (this will update the Federal and State Total and Applicable Gross amounts)","type":"text"}]}]}]},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph"},{"type":"taskList","attrs":{"localId":""},"content":[{"type":"taskItem","attrs":{"state":"TODO","localId":"3376"},"content":[{"text":"Go to Core>Adjustments","type":"text"}]}]}]}]},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph"},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph"},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Click 'Create'","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Employee - Find employee by typing in a few characters of first or last name","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Payroll Item - Choose Federal Tax ","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Type - Choose Fringe Benefits","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Transaction Date - Enter or choose date from calendar","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Amount - Enter in the amount of the Fringe Benefit","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Description - Enter in a description (optional)","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Click 'Save'","type":"text"}]}]}]}]}]}]}]},{"type":"heading","attrs":{"level":2},"content":[{"text":"Scenario 3","type":"text"}]},{"type":"paragraph","content":[{"text":"If 'Non-cash Taxable Benefit' pay type","type":"text"},{"text":" ","type":"text"},{"text":"was not","type":"text","marks":[{"type":"strong"}]},{"text":" ","type":"text"},{"text":"used during payroll processing, the Taxable Benefits (NC3) payment amount must be entered under the CORE/ADJUSTMENT JOURNAL, the following would need to be done, if the district wants the amount to appear on the W2 as wages and","type":"text"},{"text":" ","type":"text"},{"text":"NOT","type":"text","marks":[{"type":"strong"}]},{"text":" ","type":"text"},{"text":"in Box 14 as Fringe Benefits:","type":"text"}]},{"type":"taskList","attrs":{"localId":""},"content":[{"type":"taskItem","attrs":{"state":"TODO","localId":"3399"},"content":[{"text":"Using the Taxable Benefits Type, this amount would only be entered under the 001 Federal Payroll Item.","type":"text","marks":[{"type":"textColor","attrs":{"color":"#000000"}}]},{"text":" ","type":"text","marks":[{"type":"textColor","attrs":{"color":"#000000"}}]},{"text":"This will","type":"text","marks":[{"type":"textColor","attrs":{"color":"#222222"}}]},{"text":" ","type":"text","marks":[{"type":"textColor","attrs":{"color":"#222222"}}]},{"text":"update the","type":"text","marks":[{"type":"strong"},{"type":"textColor","attrs":{"color":"#222222"}}]},{"text":" ","type":"text","marks":[{"type":"textColor","attrs":{"color":"#222222"}}]},{"text":"total and taxable gross totals on the Federal , State, City (If applicable) OSDI and Medicare","type":"text","marks":[{"type":"strong"},{"type":"textColor","attrs":{"color":"#222222"}}]},{"text":" ","type":"text","marks":[{"type":"textColor","attrs":{"color":"#222222"}}]},{"text":"records during W2 Report.","type":"text","marks":[{"type":"textColor","attrs":{"color":"#222222"}}]},{"text":" ","type":"text","marks":[{"type":"strong"},{"type":"textColor","attrs":{"color":"#222222"}}]},{"text":"No manual adjustments are needed for the Gross and Taxable Gross amounts.","type":"text","marks":[{"type":"em"},{"type":"strong"},{"type":"textColor","attrs":{"color":"#222222"}}]}]}]},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph"},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Enter the amount as a 'Taxable Benefits' on the 001 Federal record: ","type":"text"}]}]}]}]}]},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph"},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph"},{"type":"taskList","attrs":{"localId":""},"content":[{"type":"taskItem","attrs":{"state":"TODO","localId":"3400"},"content":[{"text":"Go to Core>Adjustments","type":"text"}]}]}]}]}]}]},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph"},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph"},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph"},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Click 'Create'","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Employee - Find employee by typing in a few characters of first or last name","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Payroll Item - Choose Federal Tax ","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Type - Choose Taxable Benefits","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Transaction Date - Enter or choose date from calendar","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Amount - Enter in the amount of the Fringe Benefit","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Description - Enter in a description (optional)","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Click 'Save'","type":"text"}]}]}]}]}]}]}]}]}]},{"type":"paragraph","content":[{"text":"Medicare Total and Taxable Amounts will automatically be increased by the Taxable Benefit Amount so Medicare tax will need to be recorded and paid. ","type":"text","marks":[{"type":"textColor","attrs":{"color":"#172B4D"}}]},{"text":"If the Medicare withholding was paid by the employee (1.45%) and employer (1.45%), adjustments must be made to the Amount Withheld and Board Amount of Payroll Item.","type":"text","marks":[{"type":"textColor","attrs":{"color":"#222222"}}]}]},{"type":"paragraph","content":[{"text":"If Medicare is fully board paid (Pickup), then an Adjustment should be made to the Board's Pickup Amount of Payroll Item (1.45%) only. This will update both Medicare Pickup and Medicare on the Employee's W2.","type":"text","marks":[{"type":"textColor","attrs":{"color":"#222222"}}]}]},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph"},{"type":"taskList","attrs":{"localId":""},"content":[{"type":"taskItem","attrs":{"state":"TODO","localId":"3401"},"content":[{"text":"Go to Core>Adjustments","type":"text"}]}]}]}]},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph"},{"type":"taskList","attrs":{"localId":""},"content":[{"type":"taskItem","attrs":{"state":"TODO","localId":"3402"},"content":[{"type":"inlineExtension","attrs":{"extensionType":"com.atlassian.confluence.migration","extensionKey":"__confluenceADFMigrationUnsupportedContentInternalExtension__","text":"","parameters":{"cxhtml":"

Click 'Create'
Employee - Find employee by typing in a few characters of first or last name
Payroll Item - Choose Medicare Tax
Type - Choose Amount Withheld
Transaction Date - Enter or choose date from calendar
Amount - Enter in the withholding amount of Employee Medicare
Description - Enter in a description (optional)
Click 'Save'