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- 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 Total Gross
- Transaction Date - Enter or choose date from calendar
- Amount - Enter in the amount for the taxable third party pay
- 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 001
- Type - Choose Applicable (Taxable) Gross
- Transaction Date - Enter or choose date from calendar
- Amount - Enter in the amount for the taxable third party pay
- Description - Enter in a description (optional)
- Click 'Save'
- Repeat the same process for the following records:
- Ohio
- OSDI (if applicable)
Medicare
Note On the Medicare record, increase the total Medicare tax by any amounts the company withheld from the benefit
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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 6XX
Type - Choose Amount Withheld
Transaction Date - Enter or choose date from calendar
Amount - Enter in the amount withheld from the benefit by the third party
Description - Enter in a description (optional)
Click 'Save'
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The district will need to pay any board amount that is due for it to show properly on the 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 6XX
- Type Type - Choose Amount WithheldBoard's Amount of payroll item
- Transaction Date - Enter or choose date from calendar
- Amount - Enter in the amount the board needs to pay
- Description - Enter in a description (optional)
- Click 'Save'
- Go to Core/Adjustments
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