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Product support for the ended on September 30, 2020.
- Write Up CS
- Payroll CS
- Engagement CS
- Client Bookkeeping Solution
- Financial Analysis CS
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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 button for a Deduction item. Click the Match Limits tab.
Employee Information dialog. Open this dialog from the Tax Withholdings & Deductions tab of the Employee Information dialog by clicking the button for a Deduction item. Click the Match Limits 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).
- If there are upper limits to the employing company's matching contribution associated with a specific deduction item, such as a 401(k), use the Match Limits tab of the Deduction Item Properties dialog to specify the limits.
See also: Overview of employee setup
Fields & buttons
Displays the description of the selected deduction item.
Enter the maximum percentage to use for the employing company's matching contribution associated with the selected deduction item.
Enter the maximum per paycheck amount (if any) to use for the company match for the selected deduction item for this employee.
Enter the minimum per paycheck amount (if any) to use for the company match for the selected deduction item for this employee.
Enter the maximum percentage (if any) of the selected employee's annual gross pay to use for this deduction item.
Enter the maximum percentage (if any) of the selected employee's current gross pay to use for this deduction item.
Enter the maximum amount (if any) to use for this deduction item for the selected employee during the current calendar year.
Enter the maximum amount for the company match (if any) to use for this deduction item for the selected employee. This represents the total company match amount ever to be contributed for the selected item.
This field is accessible only if an amount has been entered in the Perpetual maximum amount field.
If the selected deduction is limited by a perpetual maximum, enter the amount deducted from this employee's paychecks prior to the current calendar year.
The application automatically updates this field for this employee when you print a payroll check or enter a handwritten payroll check for this employee, or when you void a printed or handwritten check.
Enter the threshold earnings amount (if any) to use when calculating the company match for this deduction item for the selected employee during the current calendar month. The application will begin calculating this deduction only after the employee's earnings for the month have reached this threshold amount.
Enter the maximum amount (if any) to use when calculating the company match for this deduction item for the selected employee during the current calendar month. The application will automatically cease calculation of this deduction if and when it reaches this specified amount at any time during the month.