Employees or Employee Information . . . Deduction Item Properties > Company Match tab

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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.

Note: This dialog is available through both the Employees window and the Employee Information dialog (from the Payroll Check Entry window). Some options may not be available through the Employee Information dialog.

Use this dialog to enter setup information for a selected employee.

Employees window. Open this dialog from the Tax Withholdings & Deductions tab of the Setup > Employees window by clicking the /_images/acct_pr/csa/details.gif button for a Deduction item. Click the Company Match tab.

Employee Information dialog. Open this dialog from the Tax Withholdings & Deductions tab of the Employee Information dialog by clicking the /_images/acct_pr/csa/details.gif button for a Deduction item. Click the Company Match tab.

Notes

  • The changes you make for a deduction item in this dialog will affect only the selected employee. The information here defaults from the employee template (if it was added via template) or directly from the Setup > System Configuration > Deduction Items dialog (if it was added directly without coming from a template).
  • Some deduction items, such as an employee's 401(k) contributions, may be matched by the employing company at a specific percentage or amount-per-dollar level. Use the Company Match tab of the Deduction Item Properties dialog to specify such matching criteria for the selected employee.

See also: Overview of employee setup

Fields & buttons

Displays the description of the selected deduction item.

This field governs the method the application will use to calculate the employing company's matching contribution (if any) for the selected deduction for this employee.

Choose one of the following options from the drop-down list:

  • <None> (default selection)
  • After-tax Income Percentage
  • Fixed Amount
  • Gross Income Percentage
  • Hourly Amount
  • Net Income Percentage
  • Percent of Deduction

Note: Leave this field blank, or choose <None> from the drop-down list, if this company match is not applicable for the selected employee.

This field is accessible only if the selected calculation method for this company match item is Fixed Amount or Hourly Amount.

Enter the company match amount appropriate for the selected deduction item for this employee.

This field is accessible only if the selected calculation method for this company match item is After-tax Income Percentage, Gross Income Percentage, or Net Income Percentage.

Enter the company match percentage appropriate for the selected deduction item for this employee.

If the calculation method for this company match is Hourly Amount, you may mark this checkbox to include overtime hours in the calculation for this employee.

If the calculation method for this company match is Hourly Amount, you may mark this checkbox to include double-time hours in the calculation for this employee.

Marking this checkbox allows you to calculate the company match portion of a gross income percentage sequential deduction using the same gross pay basis as the employee portion. In other words, marking this checkbox changes the company match calculation to be based on gross pay minus the sequential deduction rather than gross pay minus the sequential company match.

This checkbox is available only when:

  • The Sequential deduction checkbox is marked on the Deduction Info tab for the employee portion, AND
  • The calculation method specified for this company match is Gross Income Percentage.

For more information, please refer to the Sequential company match deduction example.

Enter the G/L liability account number to use for the employing company's matching contribution for the selected deduction item, or choose the appropriate account number from the drop-down list.

Enter the G/L expense account number to use for the employing company's matching contribution for the selected deduction item, or choose the appropriate account number from the drop-down list.

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