to select the code. See the Manage Pay Periods screen for more information about pay cycle codes.Use this tab to enter detailed tax withholding and credit information.
If you specify a Default Pay Cycle on the Configure Payroll Settings screen, that code defaults into this field. If you did not specify a Default Pay Cycle, enter the four-character alphanumeric pay cycle code that is assigned to this employee, or click to select the code. See the Manage Pay Periods screen for more information about pay cycle codes.
Enter, or click to select, the Tax Service Group ID to which the employee is assigned. Use this field to group the employee for tax reporting purposes. This field is enabled if you select Tax Service Group ID as the Tax Service Grouping Method on the Configure Payroll Tax Interface Setting screen.
If you change the value in this field and you need to apply the change to past paychecks, use the Recompute Taxable Wages screen to update the Tax Service Group ID that was assigned to past paychecks.
If this employee is covered under a retirement plan for W-2 reporting purposes, select this check box.
Select this check box to indicate that this employee is a nonresident alien. The Compute Payroll process uses this setting to determine whether the Nonresident Alien Additional Amount in the Manage Federal Taxes screen is added to the nonresident alien's wages to calculate the federal income tax withholding for each payroll period. (The amount is added only for this calculation.)
If you select this check box:
The Disable ESS W-4 check box defaults to selected.
The number of federal exemptions defaults to 1.
The federal Filing Status defaults to Single.
You can edit all of these default values.
Use the fields in this group box to ensure proper withholding of payroll taxes for employees as indicated by their W-4 forms. When you enter a new record, the federal Filing Status defaults to Single and the federal Exemptions defaults to 0 (zero).
From the drop-down list, select the Federal filing status for this employee.
Enter the number of exemptions claimed by the employee on Form W-4. This exemption is used in the computation of Federal withholding taxes.
To override the system-calculated amount and use a different amount for the related tax, enter the amount in this numeric field. Costpoint uses this amount for each pay period.
To override the system-calculated amount and use a percentage for the related tax, enter the percentage in this numeric field. Costpoint uses this amount each pay period.
This method is not supported by IRS W-4 and Deltek assumes no liability if it is used.
If you want to add to the system-calculated tax-withholding amount, enter that additional amount in this numeric field. This amount is added to the system-calculated amount each pay period.
Use this group box to select the Social Security, Medicare, and FUTA liability settings for the employee.
Select this check box if the employee is subject to Social Security payroll tax. The default is checked. Clear this check box only if Social Security payroll tax must not be withheld and accrued for the employee.
Wages exempt from Social Security are tracked in the Employee Payroll table (Payroll Edit table) and stored in the Manage Employee Earnings History screen in Costpoint Payroll. When employees are designated as Social Security Exempt, their total wage amount automatically displays in the Gross to Taxable Pay Reconciliation group box on the Manage Payroll Records screen when you execute the Compute Payroll screen. Costpoint subtracts non-Social Security earnings amounts from total wages when computing Social Security-eligible wages for computation of Social Security amounts and presentation of Social Security-eligible wages on payroll reports.
Select this check box if the employee is subject to Medicare payroll tax. The default is selected. Clear this check box only if Medicare payroll tax must not be withheld and accrued for the employee.
Wages exempt from Medicare are tracked in the Employee Payroll table (Payroll Edit table) and stored in the Manage Employee Earnings History screen in Costpoint Payroll. When employees are designated as Medicare Exempt, their total wage amount automatically displays in the Gross to Taxable Pay Reconciliation group box on the Manage Payroll Records screen when you execute the Compute Payroll screen. Costpoint subtracts non-Medicare earnings amounts from total wages when computing Medicare-eligible wages for computation of Medicare amounts and presentation of Medicare-eligible wages on payroll reports.
Select this check box if the employee is subject to Federal Unemployment Tax (FUTA) payroll tax. The default is selected. If an employee is exempt from both Social Security and Medicare tax, the employee is also exempt from FUTA tax. Clear this check box only if FUTA payroll tax must not be accrued for the employee.
Wages exempt from FUTA are tracked on the Manage Payroll Records screen and stored in the Manage Employee Earnings History screen in Costpoint Payroll. When employees are designated as FUTA Exempt, their total wage amount automatically displays in the FUTA group box on the Manage Payroll Records screen when you execute the Compute Payroll screen. Costpoint subtracts non-FUTA accruals from total wages when computing FUTA-eligible wages for computation of FUTA amounts and presentation of FUTA-eligible wages on payroll reports.
Select this check box to prevent this employee from editing his W-4 information in Deltek Employee Self Service. This check box displays only if you are licensed for ESS version 7.5 or higher.
From the drop-down list, select the AEIC filing status. Valid options are:
Single or Head of Household
Married Without Spouse Filing
Married With Both Spouses Filing
None
Employees with a filing status other than None must have a current W-5 form on file. See the Tax Tables documentation and the Manage Advance Earned Income Credit Tables screen for information on the Advance EIC computation.
To override the system-calculated amount and use a different amount for the related EIC amount, enter the amount in this numeric field. Costpoint uses this amount for each pay period.
Enter, or click to select, the two-character state abbreviation for the state in which this employee is covered for State Unemployment purposes. This is normally the employee's home state or the state where the employee works on a permanent basis.
Use this check box to specify whether an employee has been flagged as subject to SUTA when the Employee Taxes record was added, updated or deleted.
Use the fields in this group box to ensure proper withholding of payroll taxes for employees as indicated by their state withholding forms, and, if applicable, their W-5 forms for Advance EIC (Earned Income Credit).
Enter, or click to select, the two-character state code. You must install your state tax tables before making this selection.
Enter, or click to select, the state code where the taxable entity is located.
Enter, or click to select, the state filing status. See the Tax Tables descriptions in the Costpoint Payroll help for the state filing status descriptions for those other than married and single. You cannot select a status that is not included in the tax tables for the individual states or localities. The description of the selected filing status displays in the field to the right.
Enter the number of exemptions claimed by the employee on the state exemption form. This exemption is used in the computation of state withholding taxes.
Note that some states make a distinction between regular exemptions and additional withholding deductions. Check the Tax Tables documentation for information on which states require the additional withholding deductions.
Some states give a credit based upon the number of dependents claimed. If this state allows this, enter the number of dependents the employee claims in this numeric field. However, if the withholding state is PR (Puerto Rico), enter the number of dependent exemptions claimed.
Some states allow a credit (reduction in tax) based upon the number of credits claimed. If this state allows this, enter the number of credits claimed by the employee in this numeric field.
To override the system-calculated amount and use a different amount for the related tax, enter the amount in this numeric field. Costpoint uses this amount for each pay period.
To override the system-calculated amount and use a percentage for the related tax, enter the percentage in this numeric field. Costpoint uses this amount each pay period.
If you want to add to the system-calculated tax-withholding amount, enter that additional amount in this numeric field. This amount is added to the system-calculated amount each pay period.
Select this check box to indicate that the employee is exempt from Nebraska's minimum withholding rule. Select this check box only if the employee provides the proper documentation justifying the lower withholding amount. The check box is available only if the withholding state is NE (Nebraska).
Select this check box if the taxable wages will be reduced by the veteran exemption amount if the withholding state is PR (Puerto Rico).
Select this check box if taxable wages will be reduced by the special deduction amount if the withholding state is PR (Puerto Rico).
Use the fields in this group box to ensure proper withholding of payroll taxes for employees as indicated by their local withholding forms, and, if applicable, W-5 forms for Advance EIC (Earned Income Credit).
Enter, or click to select, a six-character locality code. You can enter up to five localities. You must install your local tax tables before making this selection.
From the drop-down list, select the filing status that applies to the taxing entity on this row.
Enter the number of exemptions claimed by the employee on Local exemption forms in these numeric fields. This exemption is used in the computation of Local withholding taxes.
Note that some localities make a distinction between regular exemptions and additional withholding deductions.
Some localities give a credit based upon the number of dependents claimed. If this locality allows this, enter the number of dependents the employee claims in this numeric field.
Some localities allow a credit (reduction in tax) based upon the number of credits claimed. If this locality allows this, enter the number of credits claimed by the employee in this numeric field.
To override the system-calculated amount and use a different amount for the related tax, enter the amount in this numeric field. Costpoint uses this amount for each pay period.
If you want to add to the system-calculated tax-withholding amount, enter that additional amount in this numeric field. This amount is added to the system-calculated amount each pay period.