You can also use this report to view details from prior updates. A Sort Stubs By field has been added to the Direct Deposit Stub Printing window. Sage Business Cloud Payroll. To enable this feature, run the Build Search Index utility on the Library Master Utilities menu to index. Successful updates and unsuccessful attempts are recorded in the Activity Log available on the Library Master Reports menu. Deductions Amt — Use this field for box 4(b). Sage 100 2017 and earlier will not support the additional fields necessary to correctly calculate federal withholding taxes. You can now search for an employee record by entering any of the following in the employee number field: As you type, a list of records matching your entry appears, and you can select a record from the list. With Payroll, you can quickly calculate how much to pay your employees and submit your information to HMRC. Then verify that all entries have been transferred to history by running Purge/Transfer to History from the TimeCard Period End menu. In Time Track Entry, click the Hours Recap button to open the Hours Recap window. When you close the listing window, you are asked whether to apply the adjustments. A check with Covid Earnings codes, and Earnings Code(s) not using Tax Rule -80039 Regular Wages and a Cafeteria Type Deduction will have this issue. When you select the Print Condensed check box for the Check Register, the Direct Deposit Register is also printed in condensed format. In the Employee Direct Deposit window, you can no longer delete a bank account if the Deposited YTD amount is greater than zero. Click the button to view and maintain memos in the Payroll History Memo Maintenance window. The following changes were made to the available options for the Ethnicity/Race field on the Additional tab in Employee Maintenance. Payroll enhancements released in 2018 through end of last month: The following changes have been made to help you calculate your tax credits associated with legislation related to COVID-19. This utility detects employee local and “other” tax records that are missing after converting data from an earlier version of the Payroll module. This column replaces the LA SOC column, and it is available for all state tax groups. When you first sign in, a welcome message appears with options to set up your company and payroll information. Sage has created a Global Year End Support Center for several of the Sage solutions. A Pension Plan Audit Report has been added to the Reports menu. HH2 — Head of Household 2020 Ckbx (check box) 2c, MJ1 — Married FJ (filing jointly) 2020 or Later, NR1 — NR (nonresident) Alien 2020 or Later. Note: You will be able to see these new filing statuses in Employee Maintenance after installing the payroll tax update released in mid-December 2019. These updates may include new or updated tax types, tax rates, unemployment limits, and other settings that affect payroll tax calculations. Employee Number + Earnings Code is now the default selection in the Sort Report By field. With Payroll, you can quickly calculate how much to pay your employees and submit your information to HMRC. Select this check box to round the withholding tax amount to the nearest dollar for the selected tax group. Depending on your Business Care plan there may be no charge to watch the videos. Designed by Zbra Studios. The Starting Date and Ending Date default values are the first and last day of the year selected on the Employee Maintenance Pay History tab. Sage is working on a fix for this issue. You can check to see if updates are available by running the Payroll Tax Update utility available on the Payroll Utilities menu. For example, if an employee changes her direct deposit bank account from Security Pacific to Security Atlantic in the middle of the year, the Security Pacific year-to-date deposit total still appears on the direct deposit statement or check stub after the change. A Contribution Expense Account field has been added to the Deductions tab in Department Maintenance. The following changes have been made to the Time Track Report task window: Note: If you are upgrading from version 2.18.1, you may not get Employee Number + Earnings Code as the default sort option. Payroll tax updates may include new or updated tax types, tax rates, unemployment limits, and other settings that affect payroll tax calculations. This report includes the following information for employees: You can include wage information for either federal unemployment tax, state unemployment tax, or both. The response to COVID-19 has prompted swift economic and employment legislation resulting software updates. Please contact us as soon as possible. If you proceed with the change, a record is added to the Activity Log. The employee number selected in Employee Maintenance is the default Employee Number range in the Selections grid. The qualified wages for the quarter can be manually entered on the Form 941 worksheet under step 3. This Sage 50cloud Payroll training will provide you with all the skills you need to operate your Sage 50cloud Payroll software. The Blocked status is set when running Payroll Tax Calculation, and you must correct the lines and then recalculate taxes before you can print the check. Sage Payroll allows users to pay their employees through direct deposit, paycards, or company-generated checks. In other locations, the employee-paid Workers’ Compensation tax is added in with the “other” taxes. Preventing under-withholding of Social Security and Medicare Taxes can be accomplished by putting the Covid Earnings on a separate check entry number. The combined Medicare wages are the taxable Medicare wages that are reported on Form 941. Accounting & Payroll Accounting makes small business easy Send invoices, receive payments, and create quotes. The Payroll Status Check utility has been added to the Payroll Utilities menu. Select any form in the Form Name field and click Proceed. The employee-paid Workers’ Compensation tax prints separately on the Workers’ Compensation Report, and it is included in the Workers’ Compensation total on the Deposit Liability page within the Employer Expense Report. The following column names in the Federal Taxes section were changed: Updates in Federal and State Tax Reporting. The following security event has been added in Role Maintenance: Allow Payroll Tax Update. You can now select or clear the Retirement Plan check box in Employee Maintenance, and the employee’s history for the current year is updated. The following options are no longer available: In the Apply Tax Profile Information window accessed from Tax Profile Maintenance, changes have been made to the Application Method options. This check box is available for taxes with a wage cap that is not applicable to certain types of businesses. No Update is required. The taxes that were previously consolidated in the Employee Other and Employer Other categories on the Main tab are now listed separately on the Additional tab, so you can enter different general ledger accounts for each tax. Employee direct deposit statements and check stubs now show the year-to-date deposit amount for the employee’s direct deposit bank account, even if there is no deposit into that account for the current check. FREE Stage 1: Setting Up Your Payroll The withholding amount will be rounded, even if rounding is not allowed by the tax jurisdiction. This utility checks your records to find issues that will cause unexpected results or errors when processing payroll. The Require Local Tax Reporting check box in Payroll Options is selected. State fields have been renamed State/Province, The regular, overtime, and other hours for the date worked entered for the current line. The Payroll Data Conversion Wizard has been updated to help ensure that the correct tax profiles are assigned to employees. Copyright © 2020 DSD Business Systems To update history for a prior year, use the Benefits window. If you click Yes, after the download is complete, a second message asks if you want to install the update. In the Selection Criteria field, By Check Date Range is selected. From Sage Payroll product and tax table updates to standardized reports and compatible tax forms, users can find the latest knowledge base articles, training videos, and online forums to ask other users for advice all in one place. You can select up to eight deduction codes to include in the report. Once you’ve set up your account, you can sign up for PAYE for Employers and get your PAYE and Accounts Office references and an activation code. This field displays the day of the week based on the date worked and can only be viewed. Put the Cafeteria deduction on either check entry, or split as needed between the check entries. A Sort Checks By Field has been added to the Payroll Check Printing window. Hispanic was changed to Hispanic or Latino. To view a breakdown of the amount: After converting your Payroll data, the federal unemployment tax rate that was entered in your prior version of Sage 100 is now the default unemployment tax rate for the Federal tax group in Company Tax Group Setup. The following changes have been made to the Employer’s Expense Summary report: The column that previously included the tax code and tax code description now includes only the tax code description. Billing Change location Menu: Getting started with Payroll. Most of the TimeCard features have been kept and redesigned for better usability. The report provides a list of deduction information, with each deduction in a separate column. Before submitting this form, review your employee records to ensure that the correct information is entered. When you select the check box, the documents are optimized for printing using portrait orientation. These taxes are now maintained in a separate tax group but were combined with another tax in earlier versions of Payroll. The Test field in Payroll Status Check now has a drop-down list with the original Status option and the new Missing Other/Local Tax Records Utility. ZIP Code fields have been renamed ZIP/Postal Code. Once you’ve entered your company and employee details and payroll settings, you’re ready to process your first pay run. An Alternate Wage Cap check box has been added to the Tax Rate tab in Company Tax Group Setup. These versions are not supported. However, the field is currently mapped to Federal and State Tax Reporting forms for Alaska, Indiana, and Louisiana only. Federal and State Tax Reporting has been updated to accommodate the changes required by legislation related to COVID-19. Certified Payroll Reporting, located on the Reports menu, uses data from the Payroll and Job Cost modules to generate reports that meet requirements of federal and state government agencies. The field contains two options: Module Option for Out-of-Quarter Check Date. A Pension Plan Audit Report has been added to the Payroll Reports menu. Revising Checks Outside of the Current Quarter.