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Use the Payroll Status Check utilities to check for any issues that may need to be addressed before processing payroll. After you run the tests, if something needs your attention, either "Errors" or "Warning" appears in the Status column. When you see either Errors or Warning in a field, click in that field to open the Status Details window to see which records are affected and learn more about the issue.
Run these utilities for each company in which payroll is processed.
There are two options available in the Test list: Setup and Missing Other/Local Taxes Utility.
Setup Utility
The Setup utility checks for several types of issues, including missing information in employee, tax, earnings code, and deduction code records.
More about the Setup utility
Tax Calc Service
The utility verifies that your server or workstation can contact the online tax calculation engine.
Employees
The utility checks all employee records to verify the following:
- Tax information is complete
- At least one pay rate is entered
- A default tax profile is entered
- Direct deposit account information is entered if the employee is set up for direct deposit
Tax Profiles
The utility scans tax profiles that are assigned to employees to verify the following:
- At least one tax is selected
- The profiles are synced with the Tax Calculation Engine
Company Tax Groups
The utility checks tax group records that are in use to verify the following:
- The tax group is on file
- General ledger account numbers are entered for each type of tax
- The company-specific tax rate is entered
Departments
The utility checks all department records that have one or more employees assigned to them to verify the following:
- Applicable general ledger accounts are entered
Earnings Codes
The utility checks all earnings code records to verify the following:
- A tax rule is selected
Deduction Codes
The utility checks all pension and cafeteria plan deduction code records to verify the following:
- A tax rule is selected
Missing Other/Local Taxes Utility
This utility looks for missing tax records and gives you the option to create the records so that you can manually edit them.
More about the Missing Other/Local Taxes utility
The Payroll module introduced for Sage 100 version 2018 features a tax calculation engine that accounts for local and "other" taxes in a more detailed way than earlier versions of the module.
In your earlier version of Payroll, you may have had some local and other taxes that were combined with another tax. However, the current version has specific tax groups for those taxes. To ensure that you have the correct year-to-date totals for the local and other taxes, you'll need to manually adjust your employees' tax records.
Examples
The following are examples of taxes that may require adjustments.
- A company with employees in California may have combined the employment training tax with the unemployment tax.
- A company with employees in Kentucky may have combined multiple local taxes, such as the Louisville school tax and Jeffersontown city withholding tax, into the Other tax category.
Use the Missing Other/Local Taxes Utility to create the missing employee tax records for these tax groups after converting your Payroll data. The utility detects missing tax records based on the tax profile assigned to employees in Employee Maintenance. You can view a list of missing records and choose which ones to create.
The utility creates zero-dollar records that you must then adjust in the Employee Tax Summary window.
- For the employee tax records converted from your earlier version of the Payroll module, deduct the local and other wage and tax amounts that are now maintained in separate tax groups.
- For the employee tax records created using the utility, add the correct local and other wage and tax amounts.
The utility creates records only for the current processing year entered in Payroll Options.
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