Setting up federal levy deductions for an employee

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Important reminder!

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS (but not Engagement CS) permanently expired on March 1, 2017. CSA will not include 2017 tax rates or payroll forms, so, for 2017 and beyond, you will need to process payroll in another application. We recommend Accounting CS Payroll and myPay Solutions. For more information, see the following topics.


Follow these steps to set up federal levy deductions for an employee. Federal levy information is set up globally by clicking Setup > System Configuration > Payroll Tax Information > Federal and entering or modifying the information in the Federal levy grid on the Federal Tax Information dialog.

Creating or modifying the Federal Levy deduction item

A default Federal Levy deduction item already exists within the application. You can use this as the basis for a modified deduction item if you choose.

  1. Choose Setup > System Configuration > Deduction Items.
  2. Highlight the Federal Levy deduction item, press the F3 key on your keyboard, and then choose Copy Deduction item from the drop-down menu.
  3. Enter a description and report description for the deduction item and then modify information as needed on each tab.

    Note: Be sure the Federal levy checkbox is marked on the Calculations tab.

  4. Click Enter to save the deduction item.
  5. To remove any deduction items from federal levy basis (to be included in taxes or disposable income calculation), highlight that deduction item, click Edit, and then mark the Subtract from federal levy basis checkbox on the Calculations tab.

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Adding the Federal Levy deduction item to the employee record

  1. Choose Setup > Employees, highlight the appropriate employee in the list, and click Edit.
  2. Click the Tax Withholdings and Deductions tab.
  3. Click inside the first empty field of the Tax Withholdings and Deductions grid and select the Federal Levy deduction item from the drop-down list.
  4. Click the Item Properties button and enter the appropriate amount or percent of the deduction, making any changes necessary in any of the tabs.
  5. Click OK to save the information and close the Item Properties dialog.
  6. In the Employees dialog, choose Edit > Federal Levy Information. Specify the employee's filing status, number of exemptions, and any additional deductions, and then click the Done button.
  7. If the employee has other deductions that should be subtracted from levy basis (to be included in taxes or disposable income calculation), click the Item Properties button for that deduction, mark the Subtract from federal levy basis checkbox on the Deduction Info tab, then click OK.
  8. Click Enter to save this information for the employee.

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Related topics

Federal Levy Information dialog

Federal Tax Information dialog

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