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- 1. Enter Stop dates on all voluntary Payroll Items that should not be withheld.
- 2. Enter Stop dates on the Federal, 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. If retirement should not be withheld, change the Retirement Code to “None” on the Position record.
- 5. 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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6. 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. - 7. Process payroll as normal.
- 8. After pay is complete, change Name fields on Core/Employee record back to original name.
- 9. 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.
- View
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.
- Under Locations
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