Option #1

Option #2

• Calculate the amount of Medicare tax as it applies to the total.  

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

  
  

  •  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 001Medicare 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 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 Federal Tax 001Medicare 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'
  •  Repeat the same process for State, OSDI and City records. 

• Prior to Before the last pay of the calendar year, total the amounts paid through  USAS disbursement.
• Add a Payroll Item Configuration record payable to the district; using the type of Regular.
• Add the Payroll Item record for each employee. Enter the reimbursed amount paid to the employee in the Rate field. Enter a Stop Date (a date prior to the next payroll pay date) so the Payroll Item is active for only one pay.
• Using a Miscellaneous Pay Type in Payroll Payments - Future or Current for the amount reimbursed to the employee.
• Deposit Outstanding Payables check as a reduction of expenditure against the benefit account

Option #2

• Prior to the last pay of the calendar year, total the amounts paid through  USAS disbursement.
• Add a Payroll Item Configuration record payable to the district; using the type of Regular.
• Add the Payroll Item record for each employee. Enter the reimbursed amount paid to the employee in the Rate field. Enter a Stop Date (a date prior to the next payroll pay date) so the Payroll Item is active for only one pay.
• Using a Miscellaneous Pay Type in Payroll Payments - Future or Current for the amount reimbursed to the employee.
• Deposit Outstanding Payables check as a reduction of expenditure against the benefit account

Option #1

• Calculate the amount of Medicare tax as it applies to the total 

• Before the last pay of the calendar year, enter withholding amount on the Medicare Payroll Item record as an error adjustment both employee and employer amounts
• Manually increase the total and applicable (taxable) gross amount on the Medicare Payroll Item record (if applicable):
  •  Go to Core/Adjustments
    • Click 'Create'
    • Employee - Find employee by typing in a few characters of first or last name
    • Payroll Item - Choose City Medicare Tax 
    • Type - Choose Applicable (taxable) Total Gross
    • Transaction Date - Enter or choose date from calendar
    • Amount - Enter in the amount to be included in the applicable (taxable) total gross
    • Description- Enter in a description (optional)
    • Click 'Save'
  Manually increase the Total and Applicable gross on the OSDI record as it applies:
  •  Go to Core/Adjustments
    • Click 'Create'
    • Employee - Find employee by typing in a few characters of first or last name
    • Payroll Item - Choose OSDI Medicare Tax 
    • Type - Choose Total 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'
• Before the last pay of the calendar year, If city withholding is needed:
  • Calculate the amount of city tax as it applies to the total
  gross
• 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 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'
Enter the amount in the fringe benefit field on the Federal record
• Enter above calculated amount on the city record(s) Payroll Item as an error adjustment
• Manually increase the total and applicable (taxable) gross amount on the city record(s) as it applies:
  •  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 001City Tax 
    • Type - Choose Fringe BenefitsTotal Gross
    • Transaction Date - Enter or choose date from calendar
    • Amount - Enter in the amount of the Fringe Benefitto be included in the total gross
    • Description - Enter in a description (optional))
    • Click 'Save'
  •  Go to Core/Adjustments
    • Click 'Save'

Option #2

• Prior to the last payroll of the calendar year, total the amounts paid through a USAS disbursement
• Add a Payroll Item Configuration record payable to the district; use a type of Regular
• Add the Payroll Item record for each employee. Enter the reimbursed amount paid to the employee in the Rate Field.
  Enter a Stop Date so the payroll item is active for only one pay.
• Add a Miscellaneous Pay Type in Payroll/Payroll Payments-FUTURE or CURRENT, for the amount reimbursed to the employee.
• Deposit Outstanding Payables check as a reduction of expenditure against the benefit account

• • • 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'
• Manually increase the Total and Applicable gross on the OSDI record as it applies:
  •  Go to Core/Adjustments
    • 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'
  •  Go to Core/Adjustments
    • 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'
• Enter the amount in the fringe benefit field on the 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 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'

• Repeat the process for the State Tax record as well.

• Enter the amount as a Fringe Benefit on the 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 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'

Option #2

• Prior to the last payroll of the calendar year, total the amounts paid through a USAS disbursement
• Add a Payroll Item Configuration record payable to the district; use a type of Regular
• Add the Payroll Item record for each employee. Enter the reimbursed amount paid to the employee in the Rate Field.
  Enter a Stop Date so the payroll item is active for only one pay.
• Add a Miscellaneous Pay Type in Payroll/Payroll Payments-FUTURE or CURRENT, for the amount reimbursed to the employee.
• Deposit Outstanding Payables check as a reduction of expenditure against the benefit account

• Manually reduce the Total and Applicable (taxable) Gross amounts on the Federal and Ohio records by the total amount entered as the Miscellaneous Pay Type:
  
  •  Go to Core/Adjustments
    • Click 'Create'
    • Employee - Find employee by typing in a few characters of first or last name
    • Payroll

Option #2

• Prior to the last pay in the calendar year, determine the total amount paid through USAS disbursement.
• Add a Payroll Item Configuration record payable to the district; use a type of Regular.
• Add a matching Payroll Item record for each employee. Enter the reimbursed amount paid to the employee in the Rate Field. Enter a Stop Date so the deduction is active for only one pay.
• Add a Miscellaneous Pay Type in Payroll/Payroll Payments-FUTURE or CURRENT for the amount reimbursed tot he employee.
• Deposit Outstanding Payable check as a reduction of expenditure against the benefit account

Option #1

• Determine the total amount paid through the USAS disbursement.
• Calculate the amount of Medicare tax as it applies to the total. 
• If there is Medicare pickup be sure to inflate the Medicare amount as well as the total and applicable (taxable) gross.  If there is Medicare pickup be sure to inflate the Medicare amount as well as the Total and Applicable Gross.
• Before the last pay of the calendar year, enter this amount on the Medicare Payroll Item record as an Error Adjustment for both Employee and Employer amounts
• If city withholding is needed, calculate the amount of city tax as it applies to the total
• Before the last pay of the calendar year, enter this amount on the City Payroll Item(s) as an Error Adjustment

• Manually reduce the total and applicable (taxable) gross amount on the Federal and Ohio record by the amount paid through USPS

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

  
  

Option #2

• Prior to the last pay in the calendar year, total the amounts paid through the USAS disbursement.
• Add a Payroll Item Configuration record payable to the district; use a type of Regular.
• Add the Payroll Item record for each employee. Enter the reimbursed amount paid to the employee in the Rate field. Enter a Stop Date so the deduction is only active for one pay.
• Add a Miscellaneous Pay in Payroll/Payroll Payments-FUTURE or CURRENT for the amount reimbursed to the employee.
• Deposit Outstanding Payable check as a reduction of expenditure against the benefit account

• Manually reduce the Total and Applicable (taxable) Gross amount on the Federal and Ohio records by the amount paid through USPS previously plus the amount of the Miscellaneous pay.

• •  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 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'
• Repeat the same process for the State record

• Manually increase the total and applicable (taxable) gross amounts on the OSDI records by the amount paid through USAS disbursement:
  
  •  Go to Core/Adjustments
    • Click 'Create'
    • Employee - Find employee by typing in a few characters of first or last name
    • Payroll Item - Choose Federal OSDI Tax 001
    • Type - Choose Total Gross
    • Transaction Date - Enter or choose date from calendar
    • Amount - Enter in the amount to be reduced from included in the total gross
    • 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
    Federal
    • OSDI Tax
    001 
    • Type - Choose Applicable (taxable) Gross
     
    • Transaction Date - Enter or choose date from calendar
     
    • Amount - Enter in the amount to be
    reduced from
    • included in the applicable (taxable) gross
     
    • Description - Enter in a description (optional)
     
    • Click 'Save'
• Enter both the amounts amount paid through warrant USAS disbursement and the amount paid through USPS in the fringe benefit field as a Fringe Benefit on the 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 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'

Option #2

• Prior to the last pay in the calendar year, total the amounts paid through the USAS disbursement.
• Add a Payroll Item Configuration record payable to the district; use a type of Regular.
• Add the Payroll Item record for each employee. Enter the reimbursed amount paid to the employee in the Rate field. Enter a Stop Date (a date prior to the next payroll pay date) so the deduction is only active for one pay.
• Add a Miscellaneous Pay in Payroll/Payroll Payments-FUTURE or CURRENT for the amount reimbursed to the employee.
• Deposit Outstanding Payable check as a reduction of expenditure against the benefit account

• Manually reduce the Total and Applicable (taxable)

Scenario 1 is used prior to the last calendar year payroll, using the Non-cash Taxable Benefit type and district wants the amount to appear on the W2 as wages but NOT in Box 14 as Fringe Benefits:

Scenario 2 is NOT used before last calendar year payroll and district wants the amount to appear on the W2 as wages in Box 14 as Fringe Benefits

Scenario 3 is NOT used before last calendar year payroll and district wants the amount to appear on the W2 as wages but NOT in Box 14 as Fringe Benefits