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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 default setup information for a selected 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.
Open this dialog from the Tax Withholdings & Deductions tab of the Setup > Employee Templates dialog by clicking the button for a Deduction Item.
See also: Overview of employee templates
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, for the selected template.
Enter the maximum per paycheck amount (if any) to use for the company match for the selected deduction item, for the selected template.
Enter the minimum per paycheck amount (if any) to use for the company match for the selected deduction item, for the selected template.
Enter the maximum percentage (if any) of the employee's annual gross pay to use for the company matching amount for this deduction item, for the selected template.
Enter the maximum percentage (if any) of the employee's current gross pay to use for the company matching amount for this deduction item, for the selected template.
Enter the maximum amount for the company match (if any) to use for this deduction item during the current calendar year for an employee based on this template.
Enter the maximum amount (if any) to use for this deduction item. This represents the total company match amount ever to be contributed for the selected item for an employee based on this template.
Enter the threshold earnings amount (if any) to use for the calculation of the company match amount for this deduction item during the current calendar month. The program will begin calculating this company match amount only after the earnings for the month have reached this threshold amount for an employee based on this template.
Enter the maximum amount (if any) to use for the calculation of the company match amount for this deduction item during the current calendar month. The program will automatically cease calculation of this amount if and when it reaches this specified amount at any time during the month for an employee based on this template.