Add Liability dialog

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Use the Add Liability dialog to add a new unpaid payroll agent or tax agent liability without creating it through routine payroll processing. Once you have made the appropriate selections in this dialog, clicking OK creates a new liability record for the client, vendor, and item.

Choose Actions > Manage Payroll Liabilities and click the Add Liability button.

Fields & buttons

In this section, enter or select the information to use to create the new payroll liability. All fields in this section are required.

  • Client. This field displays the currently selected client. To change the client selection, close the dialog, select a new client in the Manage Payroll Liabilities screen, and then re-open the Add Liability dialog.
  • Vendor. The drop-down list contains all of the client's Payroll Agent or Tax Agent type vendors. Select the appropriate vendor from the drop-down list.
  • Item. The drop-down list contains all deduction, employer contribution, or tax items associated with the agent selected in the Vendor field above. Select the appropriate item from the drop-down list.
  • Transaction date. Select the date to be associated with the liability. The field defaults to the system date.
  • Amount. Enter the amount of the liability you want to create.
  • Available for payroll journal export. Marking this checkbox makes the liability available for export via payroll journal export. If left unmarked, the liability will not be included in a payroll journal export.
  • Create as historical (closed). To add the new liability as a paid/closed liability for historical purposes, mark this checkbox. The closed liability will not display in the Manage Payroll Liabilities screen. For more information about creating historical (closed) liabilities, see Adding historical or closed payroll liabilities. Note that this checkbox is not available if you have marked the Exclude from fund processing checkbox.

If the agent selected for this payroll liability is set up to be funded, mark the checkboxes in this section to specify how the funding status should be set for this liability.

  • Exclude from fund processing. If this checkbox is left as unmarked (the default state), the funding status of this liability will be set to Pending, making it available to fund. However, marking this checkbox will set the funding status to Funded, specifying it as already processed. This means that the liability will not display in the Funding dialog, but payment will be made from the impound bank account rather than the client's bank account.  Note that this checkbox is not available if you have marked the Create as historical (closed) checkbox.

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