Reimbursable Employee Expenses

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• • • Click 'Create'
    • Employee - Find employee by typing in a few characters of first or last name
    • Payroll Item - Choose Federal Tax 
    • 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'

Scenario 3

If 'Non-cash Taxable Benefit' pay type was not 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 NOT in Box 14 as Fringe Benefits:

•  

  Using the Taxable Benefits Type, this amount would only be entered under the 001 Federal Payroll Item. This will update the total and taxable gross totals on the Federal , State, City (If applicable) OSDI and Medicare records during W2 Report. No manual adjustments are needed for the Gross and Taxable Gross amounts.

• • Enter the amount as a 'Taxable Benefits' on the 001 Federal record: 

• • •  Go to Core>Adjustments

• • • • Click 'Create'
      • Employee - Find employee by typing in a few characters of first or last name
      • Payroll Item - Choose Federal Tax 
      • Type - Choose Taxable 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'

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.

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.

• •  Go to Core>Adjustments

• •  
    • 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'
  •  Go to Core>Adjustments

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

• OR if fully paid by Board:

• •  Go to Core>Adjustments

• • • Click 'Create'
    • Employee - Find employee by typing in a few characters of first or last name
    • Payroll Item - Choose Medicare Tax 
    • Type - Choose Board Pickup Amount of the Payroll Item 
    • Transaction Date - Enter or choose date from calendar
    • Amount - Enter in the Board Pickup Amount of Medicare (1.45%) This will update both Medicare Pickup and Medicare on the employee's W2
    • Description - Enter in a description (optional)
    • Click 'Save'