Use this dialog to enter setup information for a selected employee.
Employees window. Open this dialog from the Tax Withholdings & Deductions tab of the Setup > Employees window by clicking the 
button for a Deduction item. Click the Deduction Limits tab.
Employee Information dialog. Open this dialog from the Tax Withholdings & Deductions tab of the Employee Information dialog by clicking the button for a Deduction item. Click the Deduction Limits tab.
Note: The changes you make for a deduction item in this dialog will affect only the selected employee. The information here defaults from the employee template (if it was added via template) or directly from the Setup > System Configuration > Deduction Items dialog (if it was added directly without coming from a template).
See also: Overview of employee setup
Special information
For some deduction items, such as repayment of loans or advances to employees, you may have a maximum or minimum amount to be deducted from each paycheck, or a maximum percentage to deduct, and so forth. Use the Deduction Limits tab of the Deduction Item Properties dialog to specify such limits for the selected employee.
To define federal retirement plan limits or catch-up limits, refer instead to the procedure outlined in Setting up limits for retirement plans and catch-up provisions.
Fields & buttons
Displays the description of the selected deduction item.
Enter the maximum per paycheck amount (if any) to use for this deduction item for the selected employee.
Enter the minimum per paycheck amount (if any) to use for this deduction item for the selected employee.
Enter the maximum percentage (if any) of the selected employee's annual gross pay to use for this deduction item.
Enter the maximum percentage (if any) of the selected employee's current gross pay to use for this deduction item.
If special timing is to be used for this deduction for the selected employee, enter the date on which this deduction should start.
During payroll check entry, the application will refer to this date in addition to any global special timing to determine if the deduction should calculate.
Notes
- By default, the application compares the date in this field against the period end date entered in the Payroll Check Entry window to determine if the deduction should calculate. However, if the Start/End date based on check date field is marked in this dialog, the application will compare this date against the check date entered in the Payroll check Entry window.
- The Start deduction on date, End deduction after date, and Start/End date based on check date fields do not apply to the company match for the deduction item.
If special timing is to be used for this deduction for the selected employee, enter the date after which this deduction should end.
During payroll check entry, the application will refer to this date in addition to any global special timing to determine if the deduction should calculate.
Notes
- By default, the application compares the date in this field against the period end date entered in the Payroll Check Entry window to determine if the deduction should calculate. However, if the Start/End date based on check date field is marked in this dialog, the application will compare this date against the check date entered in the Payroll Check Entry window.
- The Start deduction on date, End deduction after date, and Start/End date based on check date fields do not apply to the company match for the deduction item.
Enter the maximum amount (if any) to use for this deduction item for the selected employee during the current calendar year.
Enter the maximum amount (if any) to use for this deduction item for the selected employee. This represents the total amount ever to be deducted for the selected item.
This field is accessible only if an amount has been entered in the Perpetual maximum amount field.
If the selected deduction is limited by a perpetual maximum, enter the amount deducted from this paychecks for this employee prior to the current calendar year.
The application automatically updates this field for this employee when you print a payroll check or enter a handwritten payroll check for this employee, or when you void a printed or handwritten check.
Enter the threshold earnings amount (if any) to use for the calculation of this deduction item for the selected employee during the current calendar month. The application will begin calculating this deduction only after the employee's earnings for the month have reached this threshold amount.
Enter the maximum amount (if any) to use for the calculation of this deduction item for the selected employee during the current calendar month. The application will automatically cease calculation of this deduction if and when it reaches this specified amount at any time during the month.
By default, the application compares the dates in the Start deduction on date and End deduction after date fields against the period end date to determine if the deduction should calculate.
However, if the Start/End date based on check date field is marked, the application will compare these dates against the check date during payroll check entry.
Note: The Start deduction on date, End deduction after date, and Start/End date based on check date fields do not apply to the company match for the deduction item.
CREATIVE SOLUTIONS ACCOUNTING
