Shows the description of the currently selected deduction item.

Choose one of the following calculation types from the drop-down list:

• <None>
• After-tax Income Percentage
• Fixed Amount
• Gross Income Percentage
• Hourly Amount
• Net Income Percentage

The calculation types fall into two categories, pre-tax and after-tax. The description text describing the tax treatment method that displays on the Tax Treatment tab varies depending on which calculation type is chosen here.

The pre-tax category consists of Fixed Amount, Gross Income Percentage, and Hourly Amount.

The after-tax category consists of After-tax Income Percentage and Net Income Percentage.

Mark all of the following checkboxes that apply to the calculation formula for the selected deduction item. For more information on each option refer to the Calculation checkboxes details.

• CSA direct deposit
• Other direct deposit
• Federal garnishment
• Child support
  • Direct deposit payment
• Federal levy
• Exclude from check stub
• Do not include in net pay
• Do not display during data entry
• Subtract from federal garnishment basis
• Subtract from child support basis
• Subtract from federal levy basis
• Exclude from workers' comp calc
• 401(k) loan payment

Specify the type of retirement plan (deduction item) by selecting it from the drop-down list.

The Department specific calculation checkbox applies only to employees assigned to multiple departments. If this box is marked, the properties for a deduction item apply only to the department to which it is assigned.

If you do not mark this box, the system uses the properties of this deduction in the home department only, ignoring any settings for the same deduction in a subsequent department. For example, if a deduction item of type Fixed Amount appears in more than one department, the system ignores the amount assigned to the second department and splits the fixed amount designated to the first department between both departments.

If you leave the period end date blank during payroll check data entry in Payroll CS, the program calculates the selected deduction only if all five checkboxes in this grid are marked.

For a new deduction item, all five checkboxes are marked as the default setting, meaning that the deduction will always be calculated.

Mark (or unmark) the following checkboxes as appropriate for the calculation timing of the selected deduction item:

• Week 1 - 1st thru 7th
• Week 2 - 8th thru 14th
• Week 3 - 15th thru 21st
• Week 4 - 22nd thru 28th
• Week 5 - 29th +

To base special timing on the check date rather than the period end date, mark the Check date based special timing checkbox.

If you leave the period end date blank during payroll check data entry in Payroll CS, the program calculates the selected deduction only if all five checkboxes in this grid are marked.

For a new deduction item, all five checkboxes are marked as the default setting, meaning that the deduction will always be calculated.

Mark (or unmark) the following checkboxes as appropriate for the calculation timing of the selected deduction item:

• Week 1 - 1st thru 7th
• Week 2 - 8th thru 14th
• Week 3 - 15th thru 21st
• Week 4 - 22nd thru 28th
• Week 5 - 29th +

To base special timing on the check date rather than the period end date, mark the Check date based special timing checkbox.

This checkbox allows you to specify that the currently selected after-tax deduction should begin calculating once the pre-tax deduction specified in the drop-down list has reached the annual limit.

For example, to continue to put money into a retirement plan on a taxable basis after the standard pre-tax retirement plan reaches its annual limit, highlight the after-tax plan in the Deduction Items list and click the Edit button (or add a new deduction item on-the-fly), mark the Use after the annual limit reached for checkbox, and then choose the appropriate pre-tax deduction from the drop-down list.

See also: Setting up a 401(k) deduction to continue on a taxable basis

(For users enrolled for the InsurePay workers' compensation insurance service.)

Specify the InsurePay type relevant to this deduction item by selecting it from the drop-down list for this field.