Payroll module discussions & questions
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- 289 Replies
Acumatica is excited to announce the launch of Canadian Payroll in 2023. The initial release of Acumatica Payroll will support:Federal and Provincial Tax Calculations Paid Time Off Calculations Record of Employment creation T4 Slip creation EFT The following features will be supported in a future release:Multiple base currencies. Customers who want to run both US and Canada payroll need to implement 2 separate tenants. The Province of Quebec. RL1 and support for Quebec will be added in 2023. CCRA PD7A remittance validation report (2023 R1) T5018 improvements (2023 R1)The table below outlines the stages and timelines of the rollout.Stage Tentative Date(s) Information/Activities Acumatica Demonstrations July 2022 Acumatica supervised demos using a preview version of 2022 R2. Available features to demonstrate include: payroll processing, tax calculations, Paid Time Off, final paycheck, Record of Employment XML file. Partner Demonstrations & Customer Prep Aug-
Will we need a subscription to Aatrix to pull in the latest tax tables? We will not need the service they provide to produce our W2s/W3, or payroll tax returns for the quarters and annually.While testing the system, the EEO-1 report will not generate info? Is Aatrix needed for this?How does the tax tables get updated?
Hi, I am looking for input on the retirement plan: IRA Simple Plan We are using 2021 R2: After doing a tax update last week the employer contribution for our IRA Simple plan suddenly changed from the ER contributing on total Gross Pay to contributing on Taxable Wages - which is less contribution dollars since this implementation has a few pretax deductions. This sudden change in behavior has sparked a debate. Looking for input from others who have this retirement plan. What should it be? On Gross or Taxable Wages?The deduction is setup with Tax Settings of: Thanks in advance, Amy
Hi, In the old PC Bennett payroll there was an option for setting up and sending direct deposit paystubs via email. I do not think this exist in the new Acumatica payroll. My question is, has anyone created such a thing and can offer some advice on how to set it up? Thanks, Bob
Hello, When releasing our past expense claims we found an odd error in the system. on the Claim below, the total equals $104.83 but the sum of the expense receipts on the claim totals $84.28, giving a difference of $20.55. What would cause this error? This is the first time we have found it and want to ensure this does not happen moving forward, in this case, we are overpaying expense claims.Thank you,KT
Do I have to fill out the ACA Reporting form (PR207000) if I am using Aatrix to file 1095s?If using Aatrix, is there a way to get the system to prepopulate the Policy of Origin and the months of coverage, based on the employee’s payroll data in Acumatica? When I did a trial run, all Policy of Origin boxes and employee coverage month boxes were empty.
Have been configuring Time Cards for use for employees. When in the detail line item of the time card, after selecting the earning type, project, project task and labor item, when we get to the day to enter the time, receive an error: cast is not valid. So I cannot add time. What would be causing this error? Here is the trace log:10/6/2022 9:36:29 PM Error:Specified cast is not valid. at _SetValueByOrdinal(EPTimecardDetail , Int32 , Object , PXCacheExtension ) at PX.Data.PXCache`1.SetValueByOrdinal(TNode data, Int32 ordinal, Object value, PXCacheExtension extensions) at PX.Data.PXCache`1.SetValue(Object data, Int32 ordinal, Object value) at PX.Data.PXFormulaAttribute.RowInserted(PXCache sender, PXRowInsertedEventArgs e) at PX.Data.PXCache.OnRowInserted(Object item, Object pending, Boolean externalCall) at PX.Data.PXCache`1.Insert(Object data, Boolean bypassinterceptor) at PX.Data.PXCache`1.Insert(Object data, Boolean bypassinterceptor) at PX.Data.PXCache`1.Insert
This is a follow-up to an earlier question- where Denise indicated that there is (or will be?) a secondary setting for “x” projects to be posting to the GL. Where is this setting to be found and configured? We have entered timecards and posted to projects with the GL Posting turned on. Time to projects got posted in a GL batch, however time to the <x> project (which included the Holiday time and normalize time) did not get dollarized into a GL Batch. This is on 2021 R1 with no Payroll enabled.
Reports 1095/1094 B and C are now available in the Government Reporting menu.You may need to Update Taxes in the Tax Maintenance screen.These are ONLY due for those who were live in 2020 or added a complete year of data to complete filings for 2020.If you are filing with Aatrix - Review the ACA Package (if you filed W-2s-the package is priced lower). If you need more information on pricing-please contact Aatrix.Reports are currently due by:1095 Employee Copy Date: Feb 25th 3:00 PM CST 1095C & 1095B (ACA) Federal Date: Mar 29th 3:00 PM CSTAatrix eFiling Deadlines Be sure to review Known Issues article or contact your Partner for assistance: for more information on set up and the customization package to use depending on version of software.
Ohio Payroll taxes can often be complex when determining the correct setup of applicable tax coding for employees and work locations. The Symmetry Tax Engine will identify ALL potential taxes in certain situations, namely JEDD/JEDZ. A more focused geolocation tool will be released in the Fall of 2022.An additional aid to use in the validation of setup is Ohio’s “The Finder” https://thefinder.tax.ohio.gov/StreamlineSalesTaxWeb/default_taxdistrictsummary.aspx Please keep in mind these are only aids, and your TAX PROFESSIONAL should be validating all tax configurations.
Trying to Import paychecks for a salaried , when using the “Import PR Paycheck Earnings” Import scenario we are trying to set the Amount to $3786.96. However the amount field is not being imported. The Hours field imports no problem. The amount field is being set automatically to the Employees current biweekly salary amount $3020.35. Is there anyway to force the amount to be $3786.96 so as to match the legacy system?
Hello, Would anyone have a clue to why Acumatica (Symmetry Tax Engine) Taxes are not capping? I cant find a way to adjust any setting to correct this. In Washington, Employer Admin fund is 0.03% of gross wages with an assessable wage cap of $62500, making a contribution cap of $18.75. Acumatica is not taking this into consideration and continues to withhold after the $18.75 is reached. This is happening for the SUI too. I have checked the Tax Maintenance and the cap is configured correctly. We made sure that the payroll employee payroll settings have not been overridden for the specific individual. The above amount of 0.94 cent should be 0.70 to take the accrued 18.05 into consideration. Any help, thoughts, insights would be greatly appreciated! Thanks!
I was recently notified that one of our field union employees was paid sick leave for a day that he actually worked. I need to process an adjustment check, backing out the sick leave he was paid and entering the time he actually worked. I am not able to create a check and use negative hours. What is the correct way to handle this?
Payroll Tax Withholding - State Lived is Different than State Worked With Reciprocity Between the States
We have a client who is getting ready to go-live with payroll. They have a multi-state payroll with many unions and many certified projects. They have just told me that they have several employees who live in one state (e.g. WI), but work in a different state (e.g. IL) and there is reciprocity between the states. So the employee can choose which state that want for State Income tax withholding. Which isn’t a big deal, it can be done with the Work Location. Here’s the kicker….The unemployment tax has to be go to the state worked, regardless of the state the employee chooses for withholding. In my example, the employee lives in WI and want state income tax withholding in WI, but works in IL so the system needs to calculate IL SUTA tax. Any ideas on how to achieve this?
When creating a new Paycheck using Paycheck and Adjustments (PR302000). After entering and selecting Employee “Maxwell Baker” and Pay Period “06-2021” and navigating to the Taxes Tab. The correct Taxes are populated. Doing the same for pay period “AA-2021” , the Tax Codes also populate correctly. The problem arises when selecting a Pay Period in the next year, Pay Period “01-2022”. When a Pay Period from 2022 is selected the Tax Codes do not populate. Any insights as to why the Taxes would not populate would be greatly appreciated. Examples below. Pay Period 06-2021: Pay Period AA-2021: Pay Period 01-2022:
Hey All,As the payroll module comes more into fruition there are some strengths and weaknesses. The strengths are government reporting, withholding calcs, liability calcs, etc. but it really fails from the standpoint of getting information in there (what are the actual numbers/withholding percentage), maintaining the information, and then requiring a user to process the payroll when many people tend to lean towards outsourcing it.With that being said, has anyone had success with running a faux payroll to generate the project transactions/facilitate reporting/etc. but then allow an external provider to actual pay the employees based on an export file? Additionally, from the front end, getting that HRM data in there without having to manually maintain it.Just curious about the limitations of the system and how people solve for it. Essentially need the calcs but need a way to send to an external provider for payment as well as tying in the front end HRM.
Hello! Does anyone have a favorite payroll report for showing QTD or MTD company totals? I see ones with employee totals, or totals for a particular pay period, but none that have company-wide totals. If anyone has helpful payroll tax reporting reports they use and would be willing to share ideas, please message!Thanks.
Is anyone using this document successfully through Aatrix in any jurisdictions? I have tested the output in Pennsylvania and Ohio and the design drops local taxes from the tax totals and deduction fields rendering it useless to the client. I would like to know if these issues are being seen in other states and if other partners have discovered a way to utilize this built in design, we have resorted to using a customized report through Acumatica report writer to acheive this functionality.
For example: A pay-in-advance Medical deduction of $150 was deducted from the employee paycheck for the upcoming month of coverage. The employee quit or was terminated. We need to refund the $150 on the next/final paycheck. What is the best approach to accomplish this refund?
Hello,I’m working through payroll implementation. I’m receiving the following error when trying to create a paycheck: GL Error: The financial period cannot be specified because the branch has not been specified in the Branch box. I originally thought that this was related to this known issue regarding default country on the branch form. Support also thought it was a related issue. So I activated Multibranch support and added the default country which was the documented workaround. 2022 R1 Update 11 fixed the known issue, but I’m still getting this error. I’ve tried with Multibranch support activated and deactivated with no success. So I’ve been trying to learn to follow the trace log. It appears that the error is coming from this call PX.Objects.GL.OpenPeriodAttribute.ValidateFinPeriodID(PXCache sender, Object row, String finPeriodID). It appears like it’s looking for the CalendarOrganizationID column but I’m not sure what table it’s looking at. I checked the FinPeriod table through a
- Customer, Product(Items) related all API (like create, get list etc..)- Invocie related APIs (like generate invoice and check invoice already generated or not etc..)- Manage Inventory APIs (like get total inventory for each product, update inventory etc..)
Hi All,We are using the Approve Time Activity Summaries [ScreenId=EP507030] or Approve Time Activities [ScreenId=EP507010] screen to approve timecard related to a project. In this screen even though the timecard is approved/rejected already it still shows in both screen, it should be eliminated on the screen as this timecard has been processed already. Anyone who experience the same issues? We are using Acumatica 2022 R1 version. Thank you. Regards, Anne Samson
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