Garnishment of Wages
Child Support Payments
Tax Levy
Student Loan Garnishment
Creditor Debt Garnishment
Federal Admin Garnishment
Child Medical Support
Child Support Garnishment
Federal Tax Levy
State Tax Levy
Enter, or click 
to select, the deduction type that corresponds to the deduction. The deduction type is used when computing W-2s to determine the appropriate field of the W-2 in which to include the deduction. This is defined each year in accordance with IRS requirements. The description of the selected deduction t
|
401(k) Deferred Compensation* |
Employer Contribution to a HSA |
|
403(b) Deferred Compensation* |
Employer Medical Savings Acct |
|
408(k)(6) Deferred Compen.* |
Excess Life Insurance |
|
409A Deferred Compensation |
Federal Admin Wage Garnishment |
|
457 Deferred Compensation* |
Federal Tax Levy |
|
501(c)(18)(d) Deferred Compen.* |
Golden Parachute |
|
Admin Fee Garnishments |
Health Care Benefit |
|
Admin. Fee Court Orders |
Life Insurance Benefit |
|
Arrears |
Medical FSA |
|
Bankruptcy Deduction |
Misc. Employee Loan |
|
Benefit Package |
Miscellaneous |
|
Cafeteria Plan |
Non Qualified Deferred Compen. |
|
Child Medical Support |
Non-Taxable Moving Expenses |
|
Child Support Garnishment |
Personal Accident Insurance |
|
Creditor Debt Garnishment |
Qualified Profit Sharing |
|
Dental Plan Benefit |
Retirement Plan (Non-deferred) |
|
Dependent Care Benefit |
Roth 401(k) Deferred Comp. |
|
Dependent Care FSA |
Roth 403(b) Deferred Comp. |
|
Disability Plan Benefit |
State Disability Insurance |
|
Empl HSA Contr (Non Caf Plan) |
State Tax Levy |
|
Employee Advance |
Student Loan Garnishment |
|
Employee Deferred Comp. Loan |
U.S. Savings Bond |
|
Employee Group-Term Life Ins |
UI/Hlth Care/Workforce Dev |
|
Empl HSA Contr (Caf Plan) |
Union Deduction |
|
Employee Stock Ownership Plan |
Union Dues |
|
Employee Stock Purchase Plan |
Vision Plan Benefit |
* In Costpoint Deferred Compensation Admin, set up deferred compensation plan information on the Manage Deferred Compensation Plans screen and then link the Deduction code (that has a deferred compensation Deduction Type on this screen) to the deferred compensation plan on the Manage Deferred Compensation Deductions screen.
Select this check box if this deduction will be tracked under the employer-sponsored health plan.
Select this check box to indicate that the code is to be used to withhold amounts from employees' paychecks. You can use a deduction code as a deduction, contribution, or both.
If you do not select this check box, which indicates that you are setting up a code as a contribution only, all fields related to deductions are disabled. Clear this check box to clear all values if a deduction code has been established, but is no longer valid. You can also stop a deduction by setting the Through date to the date this deduction becomes invalid.
Enter, or click to select, how the deduction is computed. Valid options are:
ADDGRS — Add to Gross. Use this method for deductions such as excess life insurance, relocation, or car allowance, where the deduction amount is added to gross salary. The amount added to gross is strictly for adding the amount to gross salary in the Earnings Table. This method adds this amount to the Employee Earnings Pay Type table as well as the Employee Earnings Workers' Comp table. You must associate a Pay Type code and a Workers' Comp code with this deduction method.
This method creates a payroll variance when you post the Payroll Journal for the total of all ADDGRS deductions. After printing checks and posting the Payroll Journal, make a journal entry debiting the payroll variance account and crediting the accrued salaries account. If you have not set up a Payroll Variance Account on the Configure Payroll Settings screen, no journal entry is needed, since the Accrued Salaries account is charged for both sides of the Payroll Journal entry.
In the Pay Type field, indicate the pay type to be used for the amount added to gross when this method is chosen.
In the Workers' Comp field, indicate the Workers' Comp Code.
FIXAMT — Fixed Amount. Use this method when a particular dollar amount must be deducted each pay period (for example, an employee loan payback).
GHRSPD — Gross Hours Paid. Use this method when the deduction is based on total hours paid for the period.
GRSHRF — Gross Hours. Use this method when the deduction amount is based on total hours worked for the period. The deduction amount is calculated by adding all hours for the payroll period multiplied by the deduction amount.
GRSHRP — Gross Hours. Use this method when the deduction amount is based on total hours worked for the period. The deduction amount is calculated by adding all hours for the payroll period multiplied by the deduction percent.
NO DED — No Deduction. This method turns off a deduction. Use it when you need to temporarily disable a deduction for all employees using it.
PCTANN — Percent of Annual Salary. This method multiplies the Rate % by the employee's annual salary amount to come up with the deduction amount.
PCTCOD — Percent of Court Order. This method is used for garnishments or tax levies to determine the portion of wages that is allocated to the courts.
PCTDPI — Percent of Disposable Income. This method is used only when the Deduction Type is Admin. Fee Court Orders. This method takes the percentage entered to use for administrative fees.
PCTGRS — Percent of Gross Wages. This method multiplies the Rate % by the total wages for the pay period.
PCTNET — Percent of Net. Use this method for state tax levies where the state requires that the levy amount be based on a percentage of the employee’s net pay.
PCTREG — Percent of Regular Wages. This method multiplies the Rate % by the total of all non-overtime pay type wages for the pay period.
REGHRF — Regular Hours. Use this method when the deduction amount is based on all hours not designated as overtime hours. The application calculates the deduction amount by adding all non-overtime hours for the payroll period and multiplying that figure by the deduction amount.
REGHRP — Regular Hours. Use this method when the deduction amount is based on all hours not designated as overtime hours. The application calculates the deduction amount by adding all non-overtime hours for the payroll period and multiplying that figure by the deduction percent.
Enter the rate, up to four decimal places, that is used to compute the deduction. This is a required field if you have chosen any Method other than FIXAMT (Fixed Amount), GRSHRP (Gross Hours), NO DED (No Deduction), or REGHRF (Regular Hours). This number is multiplied by the wages to compute the deduction amount.
If you chose the FIXAMT (Fixed Amount) Method, enter the amount that must be deducted from each paycheck. If you chose the GRSHRF (Gross Hours) or REGHRF (Regular Hours) Method, enter the amount that is multiplied by the hours worked. This is a required field when you select FIXAMT, GRSHRF, or REGHRF.
Enter, or click to select, a modify code that you have already set up on the Manage Deduction Modify Codes screen. Each modify code contains a grouping of pay types, and information on whether each pay type is added or subtracted. You typically set up modify codes for each deduction in which the formula for eligible wages differs.
The purpose of a modify code is to add or subtract amounts, identified by pay type, to or from the basis for a deduction (examples of a deduction basis include gross pay and regular wages). For example, some companies may include overtime, excess life, and uniform allowance in 401(k) eligible wages, and some companies may not.
This code applies only to the GRSHRS, REGHRS, PCTREG, and PCTGRS methods.
When the Enable Deduction Priority Functionality check box is selected on the Configure Payroll Settings screen, enter a value between 1 and 99. This establishes priority when deductions are taken on a company-wide basis when computing payroll. 1 represents the highest priority and 99 represents the lowest priority. This can be changed on an employee basis on the Manage Employee Deductions screen.
If there is a calendar year ceiling on the amount that can be withheld, use this drop-down list to select the method that is used to determine the ceiling amount. The valid values are:
No Ceiling — If you select this option, deductions continue without limits.
Payroll Year — If you select this option, deductions start over at the beginning of the payroll year.
One-Time — If you select this option, the balance of the ceiling changes during the Close Payroll Year process. This option is usually used for garnishments or loan repayments. If you select this ceiling method, the Close Payroll Year program reduces the deduction limit by the year-to-date deduction total and enters the balance (the "unpaid balance") as the next year's deduction limit in the Employee Deductions table's Limit field. When the deduction limit is reduced to zero, the method is changed to NO DED in the Manage Employee Deductions screen.
If there is a calendar year ceiling on the amount that can be withheld, enter that amount in this numeric field. This is typical for 401(k) type deductions, where there is a cap on the amount that is eligible each year.
Select this check box if this deduction is eligible for arrears. This group box is unavailable if you did not select the Deduction check box on this screen.
Enter, or click to select, an arrears deduction code that applies.
Enter, or click to select, the pay type code that must be used for the additional amount that is added to gross. This field is available only if the Method is ADDGRS (Add to Gross) and is validated when the screen is saved. This must be a cost-only pay type.
Enter, or click to select, the workers' compensation code that must be used for the additional amount that is added to gross. This field is available only if the Method is ADDGRS (Add to Gross) and is validated when the screen is saved.
Enter the amount for the union rate that must be deducted from each paycheck, if applicable.
Leave this field blank to indicate that the deduction starts immediately. If the deduction must not begin until a particular pay period, enter, or click 
to select, the start date of that pay period.
Leave this field blank to indicate that the deduction continues indefinitely. If the deduction must stop after a particular pay period, enter, or click to select, that pay period's end date.
Select this check box to indicate that the code is to be used to accrue contributions as employer expense. You can use a deduction code as a deduction, contribution, or both.
If you do not select this check box, indicating a code is being set up as a deduction only, all fields related to contributions are disabled. Clear this check box to clear all values if a deduction code has been established, but is no longer valid. You can also stop a contribution by setting the Through date to the date this contribution became invalid.
This group box contains parameters that apply only to contribution codes that are flagged as contributions per the Contribution check box. To establish matching percentages for the selected Computation Method, use the Contribution subtask.
Use this drop-down list to determine the method used to compute the contribution. Valid options are:
FIXAMT — Fixed Amount. Use this method when a particular dollar amount is contributed each pay period.
GRSHRF — Gross Hours. Use this method when the contribution amount is based on total hours worked for the period. The contribution amount is calculated by adding all hours for the payroll period multiplied by the contribution amount.
GRSHRP — Gross Hours. Use this method when the contribution amount is based on total hours worked for the period. The contribution amount is calculated by adding all hours for the payroll period multiplied by the contribution percent.
NO DED — No Deduction. This method "turns off" a contribution. Use it when you need to temporarily disable a contribution for all employees using it.
PCTANN — Percent of Annual Salary. This method multiplies the Rate % by the employee's annual salary amount to come up with the contribution amount.
PCTDED — Percent of Deduction. This method multiplies the Rate % by the amount of the deduction to derive the contribution amount.
PCTGRS — Percent of Gross Wages. This method multiplies the Rate % by the total wages for the pay period.
PCTREG — Percent of Regular Wages. This method multiplies the Rate % by the total of all non-overtime pay type wages for the pay period.
REGHRF — Regular Hours. Use this method when the contribution amount is based on all hours not designated as overtime hours. The contribution amount is calculated by adding all non-overtime hours for the payroll period and multiplying that figure by the contribution amount.
REGHRP — Regular Hours. Use this method when the contribution amount is based on all hours not designated as overtime hours. The contribution amount is calculated by adding all non-overtime hours for the payroll period and multiplying that figure by the contribution percent.
Select this check box if the computation of the contribution is based on more than one deductions which you can specify in the Additional Deductions subtask. This check box is enabled only when the Contributions check box is selected and the contribution computation method is PCTDED.
Enter the rate, a maximum of four decimal places, that must be used to compute the contribution. Costpoint multiplies this number by the wages to compute the contribution amount. This is a required field if you have chosen any method other than FIXAMT (Fixed Amount) or NO DED (No Deduction).
If you have set up a PCTDED (Percent of Deduction) method with a Contribution Rate Schedule, you must set this field to 0.0000.
Enter the amount that must be contributed for each paycheck. This is a required field when you select the FIXAMT (Fixed Amount) method.
Enter, or click to select, a modify code that you have already set up in the Manage Deduction Modify Codes screen. Each modify code consists of a grouping of pay types, and information as to whether each pay type must be added or subtracted. You typically set up modify codes for each pension plan for which the formula for eligible wages differs.
The purpose of a modify code is to add or subtract amounts, identified by pay type, to or from the basis for a contribution (examples of a contribution basis include "gross pay" and "regular wages"). For example, some companies may include overtime, excess life, and uniform allowance in 401(k) eligible wages and some companies may not.
This code only applies to PCTREG, PCTGRS, GRSHRF, GRSHRP, REGHRF, REGHRP, and PCTANN methods. When any of these methods is selected and a modify code is assigned, the modify code-pay type amount is withheld in the basis for the contribution amount (where the pay type is set to be subtracted).
If there is a calendar year ceiling on the amount that can be accrued as a contribution, enter that amount. This is typical for 401(k) type contributions, where there is a cap on the amount that is eligible each year.
Leave this field blank to indicate that the contribution must start immediately. If the contribution must not begin until a particular pay period, enter, or click to select, the start date of that pay period.
Leave this field blank to indicate that the contribution must continue indefinitely. If the contribution must stop after a particular pay period, enter, or click to select, that pay period's end date.
From the drop-down list, select the tax type code for the record. Valid options are:
City Income Tax
City Income Tax (Residence only)
County Income Tax
School District Income Tax
Other Income Tax
Costpoint uses the value entered here to report the locality type when creating the CTS tax files. This value is required if a CTS Local Code is specified.
Enter, or click to select, the state where the local tax applies.
Enter the tax code which identifies the deduction in your payroll tax service system. This value is included when export the deduction amount to the Payroll Tax Service provider. You must enter a value in this field if you use the deduction to track a state or local tax.
If you are using the Ceridian Tax Services (CTS) interface to report tax information and the deduction is used to track a supplemental tax, enter, or click to select, the four-digit CTS local code that corresponds to the supplemental tax. This field is enabled only if you are licensed for the CTS Interface.
If you are using the CTS interface to report tax information and the contribution represents the employer’s portion of a local tax, enter the four-digit CTS local code that corresponds to the local tax. Assignment of a Local Code triggers the Create CTS Tax File utility to include the employer tax information in the tax file that is created.
This field is enabled only if the Contribution check box is selected and you are licensed for the CTS interface. The first two characters of the Local Code must be alpha characters and must match that of a U.S. state. CTS local codes are supplied by CTS. If a CTS local code has already been assigned to a Costpoint local tax code on the Manage Local Taxes screen, it cannot be assigned to a Costpoint contribution code.