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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.
Adding an unpaid payroll liability
- Choose Actions > Manage Payroll Liabilities.
- 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.
- 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.
- 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.
- Select the appropriate transaction date and then specify the amount for the liability.
- If you want this liability to be available for export via payroll journal export, mark the Available for payroll journal export checkbox.
- 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
- Choose Actions > Manage Payroll Liabilities.
- 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.
- 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.
- When you have selected all the liabilities you want to delete, click the Delete Selected button.
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