If non-taxable

• Go to Core/Adjustments
  • Click 'Create'
  • Employee - Find employe by typing in a few characters of first or last name
  • Payroll Item - Choose Federal Tax 001
  • Type - Choose Third Party Pay
  • Transaction Date - Enter or choose date from calendar
  • Amount - Enter in the amount for the non-taxable third party pay
  • Description - Enter in a description (optional)
  • Click 'Save'

If taxable:

• 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 

    On the medicare record, increase the total medicare tax by any amounts the company withheld from the benefit

    • 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'

    • 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 - Choose Amount Withheld
        • 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'

• Contact any city involved for the employee, ask if the amount is city taxable
  • If yes, Increase the total and taxable gross amounts on the corresponding city record as follows:

• • • Go to Core/Adjustments
      • Click 'Create'
      • Employee - Find employee by typing in a few characters of first or last name
      • Payroll Item - Choose City Tax Code XXX
      • Type - Choose Total Gross
      • Transaction Date - Enter or choose date from calendar
      • Amount - Enter in the amount to increase the total gross by
      • 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 City Tax Code XXX
      • Type - Choose Applicable (Taxable) Gross
      • Transaction Date - Enter or choose date from calendar
      • Amount - Enter in the amount to increase the applicable gross by
      • Description - Enter in a description (optional)
      • Click 'Save'