Warning
Product support for the ended on September 30, 2020.
- Write Up CS
- Payroll CS
- Engagement CS
- Client Bookkeeping Solution
- Financial Analysis CS
Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.
Use the Calculating Payroll tab to enter or modify additional client setup information that Payroll CS requires for payroll processing.
See also
New Client [File menu] or Client Properties [File menu]
New Client > Payroll tab or Client Properties > Payroll tab
Fields & buttons
This field is relevant to tip pay only.
Enter the local minimum wage rate for this client if it is different from the federal minimum wage amount. The application uses this amount when calculating overtime and double-time wage rates with respect to the tip credit. Payroll CS also uses this amount to verify that employees meet the minimum wage requirements, and it is used in the tip credit reduction calculation.
Note: If you leave this field blank, the application will automatically calculate the tip credit using the Federal minimum wage amount from the Federal Tax Information dialog (which is accessible from the Setup > System Configuration menu).
This field is relevant to tip pay only.
Enter the alternate local minimum wage rate applicable for this client.
If the Alternate minimum wage checkbox has been selected for the employee (on the Personal/W-2 tab of the Setup > Employees window), the application uses this amount when calculating overtime and double-time wage rates with respect to the tip credit, to verify that the employee meets the minimum wage requirements, and to calculate the tip credit reduction.
Note: If you leave this field blank, the application will automatically calculate the tip credit using the Federal alternate minimum wage amount from the Federal Tax Information dialog (which is accessible from the Setup > System Configuration menu).
Required entry. Choose one of the following options from the drop-down list to use as the default payroll frequency for this client. Choose an option that is likely to fit the pay frequency for most of the client's employees. Note, however, that you may choose a different frequency for any pay item associated with any employee.
- Daily
- Weekly
- Bi-Weekly
- Twice Monthly
- Monthly
- Quarterly
- Semi-Annually
- Annually
- Non-periodic
Mark this checkbox to enable piecework payroll fields and options for this client.
See the Piecework payroll overview for more information.
Available only for licensed users of the Impound feature
Mark this checkbox to use the impound checkbook with this client.
You can then specify a client checkbook as an impound checkbook by marking the Impound checkbook checkbox in the Setup > Checkbook dialog.
Click this button to open the Payroll Period Details dialog, where you can specify detailed payroll period end dates, check dates, and the month and year to be used for status events, certain reports, check printing, and period to process.
Top-heavy limit and Non-top-heavy limit
Enter the retirement plan annual deduction limits for top-heavy (highly compensated) employees and for non-top-heavy employees. These amounts may differ from client to client since they are based on each client's own retirement plan.
- All employees will default to non-top-heavy unless otherwise specified on the employee records.
- These fields represent annual limits to the amount of the deduction accumulated for the specific deduction item chosen in the Deduction field of this group box. Once that amount has accumulated for the item, no further deduction will occur.
Deduction
Enter the deduction code or description (such as 401(k) % of Gross or 401(k) Fixed Amount) or select it from the drop-down list of global deduction items (Setup > System Configuration > Deduction Items).
Exclude from catch-up provision
Mark this checkbox to exclude the selected client from the retirement plan catch-up provision set up in the Federal Tax Information > Retirement Plan Limits dialog.
Automatically adjust withholdings
Mark this checkbox to have Payroll CS automatically adjust withholdings if you enter an unprinted payroll check with a negative net pay amount.
Options
Choose either of the following options related to negative check treatment in instances where you are deliberately reversing an amount:
- Prompt for correction (default). If you enter an unprinted payroll check that nets to a negative amount, Payroll CS will prompt you to return to check entry and manually correct the check so that it results in a non-negative net pay amount.
- Carry negative amount to next check. If you enter an unprinted payroll check that nets to a negative amount, Payroll CS will adjust the indicated deduction to bring the check to a zero net pay amount. The cumulative adjustment will be reversed on the subsequent check entered for that employee. Note that the deduction item also needs to be added to the employee record (Tax Withholding and Deduction tab).
Mark the checkbox for each of the following items if you want to have Payroll CS automatically use whole-dollar rounding when calculating that amount during payroll entry:
- Federal W/H
- SDI
- Local W/H
- State W/H
- SUI
Note: If you choose whole-dollar rounding, pennies of 49 cents or less will round down, and pennies of 50 or greater will round up.
Check printing fee
Choose the appropriate option from the drop-down list, which includes existing payroll check preparation fee schedules previously entered in the Setup > System Configuration > Check Printing Fees dialog.
System-posted check fees are non taxable
To have the application treat as non taxable all payroll check preparation fees that are automatically posted by the application, mark this checkbox.