• 941 Report - use Period End Date or Check Date?

    What is the difference between running a payroll report by period end date and running it by check date?
  • NYS PFL New Tax Deduction Setup

    The NYS Paid Family Leave tax that was setup with this last update is not calculating properly. It does not factor in the cut off for the allowable weekly limit. The max allowable weekly earnings of $1,718.15..or $6.40 per week for a contribution in total…
  • certified payroll time entry

    I have non-certified time entered into PR through the standard time sheet entry that is flowing into the DAILY DISTRIBUTION Table. The employees are not marked for certified in the Employee Setup. Does anyone know why this is happening?
  • Lookup Function - Pay Rate Table

    I'm trying to create a formula to pull rates setup on the Pay Rates table in PR. The Fields I used are "Employee" and "Job". When i use the lookup function on a custom public formula to look up a rate from my table i get an error "Too many Parameters…
  • Puerto Rico Withholding Tax Exemption

    Within 300CRE, has anyone been able to successfully implement Puerto Rico withholding taxes when a Withholding Exemption Certificate with Form 499R-4.1 is claimed by the employee? I am wondering if the PRSWH tax formulas in Sage need updating to account…
  • Payroll Tax Calculation

    I have an employee who is questioning what percentage that Sage is calculating versus what he thinks it should be based on the tax table. If I take his taxable wage per check annualized then he should have 24% withholding but Sage is calculating 18.7…
  • IN Local tax withholding setup

    I am an Ohio contractor that needs to set up an IN county withholding. OH, KY and IN have state reciprocity so no need to have WH for state but IN county tax has not withholding reciprocity. In setting up the local tax I have Do I need to insert the…
  • Help with formula for deduction of dues

    The dues have changed, it used to be 4% of gross wages + .05 per hour. It is now 3.65% of: straight time hourly, total package multiplied by the number of all hours worked. Inclusive of: hourly wages (including overtime) Health & Welfare Pension…
  • Setting up a state tax deduction to always calculate

    I have an employee that is a resident of New York but is traveling and working in several states based on project location. He is requesting that we always withhold a flat amount for NY state withholdings regardless of where he works. What is the best…
  • PR Tax Calculation using W-4 Amount vs. W-4 Exemption #

    When i use the calculator using the W-4 Amount, FWH seems to calculate a lot less to zero tax vs. when im using the Exemption number and im trying to understand why. Is there a special calculation when you use the amount? What is done behind the scene…
  • Reporting of Term Life and Accidental Insurance over $50,000

    Our company pays for $100,000 for group term life insurance and $100,000 for accidental life insurance. I did not realize that the employee was responsible to pay taxes on the portion of life insurance above $50,000 that the employer pays. Is the employee…
  • total check to IRA distribution

    I have an employee wanting to put his entire paycheck for this week into his IRA. Today's PR transaction also includes our year bonus. I have updated his employee DEDUCT to what his gross pay and bonus is. How will that work as far as taxes, etc.?
  • "Billable" Labor rates in Job Cost

    Management would like to see our job cost transactions show payroll as a set $ amount per hour as agreed upon by each project owner. These set rates would vary between project. For example, project X would have a billable labor rate for Project Manager…
  • Portland Oregon Multnomah and Metro Tax

    Has anyone set up the new Portland, OR metro and multnomah county tax? It's optional for 2021 and required for 2022.
  • 401k Deductions -- Part of Taxable Income

    I was curious as to how to handle 401k deductions for states like Pennsylvania where the deduction is part of the taxable income for the state tax which differs from Federal. Since there isn't a spot to mark the deduction type within the set-up, I wasn…
  • Payroll Gross Up

    What is the process for calculating a gross-up oon a check? Example: relocation allowance after taxes to equal $2000. Does the system have a way of calculating this or do I have to do it manually?
  • Overtime Calculation on Multiple Pay Types

    It looks like this question has not been asked for a few year - so here's to hoping: Does anyone know if it is possible to calculate overtime based on two (or more) Pay Types? For example, an employee works 35 hours of REG and 10 hours of TRVL. Is there…
  • 401K Contribution

    Hi Sage, I have an employee who wants to contribute 100% of his bonus to his 401K. The FICA taxes calculate on the full amount, so I reduced the contribution by the FICA taxes and now it calculates a state tax, which there shouldn't be a state tax…
  • Setting up HSA as a Direct Deposit

    Is Article ID 26573 in the knowledge base still applicable to set up HSA for direct deposit? Also, can I copy and paste the formula as shown in the article when I create the formula?
  • Vacation accruals based on years of service

    Just wondering if anyone out there is already ultilizing a vacation accrual approach based upon an employees calculated years of service (based upon dates of hire/rehire)? If so, would you mind sharing your forumals and how its setup? TIA
  • Medical Loss Rebates

    We received our medical loss rebate check which will be distribute to participants in the form of a premium reduction. The employee premiums are pre-tax so I need to add the rebate amount to each employees gross pay. How do I add the rebate to the pay…
  • Pay Rate Tables

    We just updated our Pay Rate Tables for the updated Union hourly rates. However, when we attempt to process payroll this week, the hourly rates do not appear after processing which gives the employee a $0 check. The only thing that was done was to update…
  • Pay ID Formula

    Is there a way to setup a payroll formula to set up a new Pay ID that adds a premium to regular rate for a shift differential? We do not want to add the shift column to our time entry since we use hh2 and it would cause changes in how we import time from…
  • Payroll FWH Calculation Verification

    I’m processing my first new employee under the 2020 W-4 form, and I cannot reconcile using the IRS tables to verify Sage’s calculation. Anyone see where I am going wrong? Single, $2000 for dependent, $860 taxable this week, state is NH (no income tax…
  • WC Codes in employee setup

    I have recently taken over bookkeeping for a construction company and am finding that there are some employees that do not have a WC code entered in their employee setup. Do all employees need to have a WC code in their setup? Or how is the system calculating…