Page History

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•  1. Enter Stop dates on all voluntary Payroll Items that should not be withheld.
•  2. Enter Stop dates on the Ohio and OSDI Tax Payroll Items.
•  3. Enter a Stop date for the City Payroll Item if they DO NOT tax the payment
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  4. Change the Federal Tax Rate Type to "P" (percentage) and enter 0% (zero) in  The “Rate" field.

  Info
  This prevents Federal tax from being withheld.

  
  

•  5. If retirement should not be withheld, change the Retirement Code to “None” on the Position record.
•  6. Calculate amount due to employee for most recent payroll. ie. accrued wages (amount earned but not yet paid), unused vacation, etc.
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  7. Change First Name field on the Core/Employee record to "Estate of " and in the Last Name field enter in the “deceased employee’s name” or change the Name fields to the Spouse’s name.

  Tip
  You will want to check with your Legal or Tax adviser to be sure of the proper usage of name.

  
  

•  8. Process payroll as normal.
•  9. After pay is complete, change Name fields on Core/Employee record back to original name.
•  10. Using Core/Adjustments
  • Click Create and find the employee
    • Select the 001 Federal Payroll item
    • Choose Type-Total Gross.

    • Enter a Transaction Date that is in the current Posting Period

      Tip
      Using a date within the current posting period will reduce the gross for YTD, QTD, FYTD

      
      

    • Enter in the Amount of the Gross paid to the estate as a negative figure.

      Infonote
      This amount is reportable on the 1099.

      
      

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  11. Using Core/Adjustments

  • Click Create and find the employee

    • select the 001 Federal Payroll Item.

    • Choose Type-Applicable Gross.

    • Enter a Transaction Date that is in the current Posting Period

      Tip
      Using a date within the current posting period will reduce the Applicable Gross for YTD, QTD, FYTD

      
      

    • Enter in the Amount of the Applicable Gross paid to the estate as a negative figure. 

      Note
      Calculate the Applicable Gross on the Federal Tax record by taking the amount of the gross paid to the estate minus any annuities that may have been withheld on that last payment. This amount is reportable on the 1099.

      
      

•  12. In USAS-R go to Core/Vendors, create a Vendor payable to the Estate of the deceased employee.
  • Under Locations
    • Add a location for the vendor entering the Address details along with marking both PO and 1099 boxes so the vendor is marked as a 1099 vendor.
  • Click on 'Save" to create the vendor.
  • Click on 'Vendor Adjustments' and 'create'.

    • Enter a Date, Description and the Gross amount paid to the estate, leaving the Taxable Box checked and post the adjustment.

      Info
      The amount will appear in the FYTD & YTD Taxable and Total amount fields on the vendor.

      
      

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