Excluding clients and employees from the retirement plan catch-up provision

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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.

Retirement plans and catch-up limits are set up in the Federal Tax Information > Retirement Plan Limits dialog. These limits are set globally, and thus affect all clients and all employees.

Excluding a client from the Catch-up provision

  1. With the appropriate client open, choose File > Client Properties and click the Calculating Payroll tab.
  2. Mark the Exclude from catch-up provision checkbox in the Retirement plan info group box.
  3. Click OK to save the information.

Excluding an employee from the Catch-up provision

  1. With the appropriate client open, choose Setup > Employees.
  2. Select the employee in the Employee list, and click the Edit button.
  3. Click the Personal > W-2 tab.
  4. Scroll to the bottom of the checkbox grid and mark the Exclude from catch-up checkbox.
  5. Click Enter to save the information.

Related topics

Federal Tax Information > Retirement Plan Limits dialog

Setting up limits for retirement plans and catch-up provisions

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