Employees or Employee Information . . . Deduction Item Properties > Match Limits 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 Match Limits 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 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

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