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Using the Actions > Manage Payroll Liabilities screen, you can add a payroll agent or tax agent liability that is not created during routine payroll processing and delete any unpaid liability created in error.

You may need to process liability adjustments after adding or removing payroll liabilities and before processing payroll tax forms.

Adding an unpaid payroll liability

1. Choose Actions > Manage Payroll Liabilities.
2. In the Manage Payroll Liabilities screen, select the appropriate client from the Clients field in the upper-right corner of the screen, and then click the Add Liability button.
3. In the Add Liability dialog, select the appropriate vendor from the Vendor drop-down list, which contains all of the client's Payroll Agent or Tax Agent type vendors.

   Note: You must select a bank account on the Setup > Vendors screen for the liability to include bank account information. The Always use payroll bank account for payroll liabilities field on the Main tab of the Setup > Vendors screen does not apply because the manually created liability is not generated from payroll processing.

4. Select the applicable deduction, employer contribution, or tax item from the Item drop-down list. The list contains all items associated with the vendor you have selected.
5. Select the appropriate transaction date and then specify the amount for the liability.
6. If you want this liability to be available for export via payroll journal export, mark the Available for payroll journal export checkbox.
7. If the selected vendor is set up to be funded, and you want to exclude this liability from fund processing, mark the Exclude from fund processing checkbox in the Options for Funded Clients section.

   Note: If the Exclude from fund processing checkbox is left as unmarked (the default state), the funding status of this liability will be set to Pending, making it available to fund. However, marking this checkbox will set the funding status to Funded. This specifies that the funds have already been processed, so the liability won't display in the Funding dialog. The liability will display in the Manage Impound Payments screen, and the payment will be made from the impound bank account rather than the client's bank account.

8. After you have made the appropriate selections in this dialog, click OK to create a new liability record for the client, vendor, and item.

See also: Adding historical or closed liabilities.

Deleting an unpaid payroll liability

1. Choose Actions > Manage Payroll Liabilities.
2. In the Manage Payroll Liabilities screen, expand or collapse the list of liabilities by clicking the plus and minus signs next to the appropriate row.
3. Mark the checkbox next to a vendor to select all unpaid liabilities for that vendor, or mark the checkbox next to a liability to select that individual liability.
4. When you have selected all the liabilities you want to delete, click the Delete Selected button.

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