Processing liability adjustments

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  1. Click the Process Adjustments button to open the Process Liability Adjustments dialog. The dialog displays a list of client IDs, the forms requiring adjustments to cover liabilities, the associated tax types and descriptions, and the amounts of the differences. You can click the plus sign next to each row to view the taxable wages, balance due, open liabilities, and (if applicable) the SUI rate for the client.
  2. If you want to print a detailed report of the liability adjustments for your records, click the Preview Report button in the bottom left corner of the dialog and then click the Print All Reports button at the top of the Print Preview screen.
  3. If you do not want to create a liability adjustment for a particular form, mark the checkbox in the Do Not Create column. Leave the checkbox unmarked if you want the application to create the adjustment.
  4. If the client is set up for impounding, mark or unmark the Write Off checkbox if appropriate.
  5. Click the Process button to make the appropriate adjustments.

Note: If necessary, you can view a more detailed version of this procedure.

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