Adding historical or closed liabilities

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Use the Add Liability dialog to add a new payroll or tax agent liability as historical or closed.

Adding a closed/historical 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.
  4. Select the applicable deduction, employer contribution, or tax item from the Item drop-down list. The list contains all items associated with the agent 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. Mark the Create as historical (closed) checkbox.
  8. After you have made the appropriate selections in this dialog, click OK to create a new closed liability for the client, vendor, and item.

See also: Adding or deleting unpaid liabilities.

Reopening a payroll liability that was initially created as closed/historical

Once you have created a historical/closed liability in the Add Liability dialog, the historical liability and associated historical payment can be viewed on the Register tab of the Setup > Vendors screen for the selected agent.  To delete such liabilities, use the following procedure.

  1. Choose Actions > Enter Transactions.
  2. Click the Edit Multiple Transactions link to open the Edit Multiple Transactions dialog.
  3. Choose Delete Historical Payments from the Action drop-down list.
  4. Select the historical payments to delete, and click the OK button.  The liabilities will then be available in the Manage Payroll Liabilities screen as unpaid liabilities.

See also: Entering historical payroll data

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