Payroll

Release:    2026-5.54.0          Update: July 30, 2026  United States Federal401(K) – effective July 30, 2026Payroll now supports Rothified catch-up contributions, ensuring compliant tax treatment and W-2 reporting for employees whose catch-up contributions must be made as Roth under SECURE 2.0.Two new settings are available for 401(k), 403(b), and 457 plans:Rothified Catch-Up – When enabled, catch-up contributions above the standard elective deferral limit are automatically treated as Roth (after-tax), even if the underlying plan is set up as pre-tax. Applies to employees using the Higher Benefit Catch-Up Limit. Rothified Catch-Up Method – For employees contributing to both pre-tax and Roth deferrals, this setting controls how the catch-up is calculated: Proactive: (default original behavior) Roth contributions are counted first, so more of the pre-tax deferral converts to Roth once the standard limit is reached. Corrective: Pre-tax contributions continue up to the standard limit bef

Does someone know if Acumatica is planning something to handle the catch-up contributions for 2026? Standard contributions will be pre-tax, and catch-up will be taxable. Thanks,  Andres  The 401(k) employee contribution limit for 2026 is $24,500, with catch-up contributions of $8,000 for ages 50–59 and $11,250 for ages 60–63.Standard Contribution LimitsFor 2026, the maximum employee deferral to a 401(k), 403(b), or 457(b) plan is $24,500, up from $23,500 in 2025 (IRS Notice 2025-67). This limit applies to the combined total of traditional pre-tax and Roth 401(k) contributions.  IRS+2Catch-Up ContributionsAges 50–59: Eligible to contribute an additional $8,000, bringing the total possible contribution to $32,500.    3 Ages 60–63: Under the SECURE 2.0 “super catch-up” provision, participants can contribute an additional $11,250, for a total of $35,750 if their plan allows.    3 Starting in 2026, catch-up contributions for employees aged 50+ who earned more than $150,000 in FICA wages in

Info:Payroll is currently supported in all US States and Canadian Provinces. (Partners who have not implemented payroll in Canada should still create a presales support case first.) Payroll is not officially supported in US Territories (Puerto Rico, etc.)  Functionality Puerto Rico Virgin Islands (US) Guam American Samoa Norther Mariana Islands Setup Work Location Yes Yes Yes Yes Yes Hire Employees Yes Yes Yes Yes Yes Process Payroll Yes Yes Yes Yes Yes Government Reports - - - - - Create US W-2 Yes Yes Yes Yes Yes Create Territory W-2 or equivalent form - - - - -

I have a client who does not want PTO hours to be included in the threshold for overtime pay.  For example, if the employee worked the following:8 hrs on day 18 hrs on day 28.5 hrs on day 38 hrs vacation on day 48 hrs on day 5This person only worked 32.5 hrs and had 8 hrs of vacation pay; in this scenario, I do not want to calculate overtime on the .5 hr.Does anyone know how to configure 2026 R1 to accomplish this?

Weekly 941 reporting (Schedule B) isn’t tying to the weekly Payroll Summary - what would be causing this?  It appears to be related to “pennies”, but the associated outage is resulting in several of hundreds of dollars.

I have a lot of customers who choose a different payroll provider because Acumatica does not have an HR module, is there any plan to add one in the near future.  

Has anyone built or customized a Paid Time Off (PTO) request workflow in Acumatica? This would be a rather simply process.Employee selects the date(s) they want to request off. Optional note can be added. Request is submitted to a designated approver. Approver can approve or reject the request. Employee receives a notification of the action. Global dashboard to view all requests.A nice-to-have feature would be tighter integration with timecards. Once the employee's weekly timecard is created, any approved PTO dates would automatically populate as PLT / Vacation without the employee having to enter them manually.Has anyone seen something similar to this?

Hello,this is my first time implementing Acumatica payroll and I’m struggling to know if the NACHA file was created and if it was, where I can view the .txt version of it.  Any help is appreciated!  Thank you in advance.

Hello all,I would like to know if I mark the below employee as Inactive & deactivate the line items under the Delegates tab, would the delegation become inactive? Also how can I add date under Expires On field?  

06.01.26;  Is anyone else having issues connecting to Aatrix?   I keep getting:“Error:  Failed to find data.  Please try again later or contact support if the problem persists”.

hi!our client needs to be able to track workers comp codes by task and employee.  they have a wage-tiered rate structure so depending on the rate of the employee, the WCC can vary. For example: Employees work plumbing tasks that have two different WCC codes depending on their hourly wage rate:- WCC 5183 (Plumbing Low Wage) applies when the employee rate is under $32/hr at 0.073981/hr- WCC 5187 (Plumbing High Wage) applies when the employee rate is $32/hr or above at 0.038358/hrThe problem is that Acumatica's WCC source mapping only supports Project/Task or Labor Item as triggers, neither of which is wage-rate-aware. ExaCTIME has confirmed they do not pass WCC codes or any wage-tier differentiator — timecards come over with Project, Task, and Hours only.We've looked at using labor items as the discriminator, but that doesn't work without ExaCTIME sending different pay codes. Employee-level WCC assignment won't work either since employees cross the $32 threshold regularly. We've looked a

I am trying to release payroll and am receiving the below error. Any idea what could be causing this? When looking at the trace I thought it has something to do with PTO, but I removed PTO from the employees time and tried to release, and I am still receiving the error.  at System.ThrowHelper.ThrowInvalidOperationException(ExceptionResource resource) at PX.Objects.PR.PTOHelper.GetBankStartDate(PXGraph graph, Int32 bAccountID, PREmployeePTOBank employeePTOBank) at PX.Objects.PR.PRPayChecksAndAdjustments.CreatePTOBanks(PRPayment row) at PX.Objects.PR.PRPayChecksAndAdjustments.UpdateChildrenRecords(PRPayment row) at PX.Objects.PR.PRPayChecksAndAdjustments.InsertNewPayment(PRPayment payment) at PX.Objects.PR.PRPayBatchEntry.CreatePayments(PRBatch currentBatch) at PX.Objects.PR.PRPayBatchEntry.<>c__DisplayClass91_0.<release>b__0() at PX.Async.CancellationIgnorantExtensions.RunWithCancellationViaThreadAbort(Action method, CancellationToken cancellationToken) at PX.Async.Cancel

How can we setup a deduction and benefit code for health insurance.  IE, employee pays 15% and employer pays 85% however, this is based on the employees specific health insurance amount.  If total group policy is $10,000 per month and employee part is $1,000 per month, the health insurance deduction should be $150 for employee and $850 for employer.   Thanks

Client has banded PTO based on years of service, however EE PTO  time is to be used during the caldendar year and should reset on Jan 1.  The accrual rate should not change until the EE reaches their anniversary date.Currently you cannot accomodate this scenario:  What you are asking is not how the system works.  You can't have the PTO Bank set to Specific Date, and have the Banding Rule based off Anniversary Date. The banding rule is going to follow the setting on the PTO Bank for Transfer Date. It will look for the Years of Service to know how many Hours they are eligible for in a given year,  but it will transfer based on the setting on the PTO Bank. If it is set to Specific Date, then it will transfer that amount on the specific date.  If it is set to Anniversary Date then it will transfer that amount on the Anniversary Date. The Hours per year is a setting so the system knows how many hours they can have in the year.Does anyone have a workaround or solution to this other than havi

We are implementing the Canadian Payroll and the customer wants to manage the Banked time in the system. We have created a new earning type BK that is used to track that, but we have noticed that the system won’t deduct the Banked time from the gross pay. In our situation the employee  has been paid for 84.91 hours at regular rate and 33.22 hours on overtime for a total of 6,871.74$You will see in the screenshot that the gross pay is 9254.99$, but it should be 6,871.74$ because banked hours should not affect gross pay.It does the following: Regular hours paid+ Overtime hours paid and Banked time that aren’t paid. Any solutions ?

Hey, gang - Running into an error and it isn’t clear where it’s coming from.  I’ve got 3 separate deductions that produce this error when I attempt to process liability bills. The corresponding account is NOT associated with an account group, so it’s not obvious why I’d be getting a project error. To make things a bit muddier, I’ve got a similar deduction that affects the tax calculation, uses the same account but DOES NOT result in an error.This is 25R1, so the Require Single Project per Document field is no longer available in AP Preferences. FWIW, the deductions in question are only used for one employee.  Any ideas on where the error is coming from?  Thanks in advance!

Hello - I’m having some issues with the Global Tax Settings tab of the Tax Maintenance form. Our client has recently updated to 25R2 and the modern UI, and when we update taxes, the Global Tax Settings tab seems to be missing all sorts of entries that used to be visible to us. For example, we used to be able to maintain the basic personal amounts for each province tied to our work locations, and those fields are now missing. They would be the Total Claim Amount fields for each province.I’ve searched the update notes and don't see anything related to this. I also thought that perhaps this was missing because I was setting up a tenant for production with no employees loaded yet, but our UAT tenant that has prior payroll data is also missing all of the field that we previously were using.I also went in and looked at the individual Employee Payroll Settings, and all prior values we had updated are still there, however the ‘Use Default’ checkbox that used to exist for some values (like the

I have a customer who needs to add Shareholder Insurance (SHI) to every payroll. It needs to go in as an Earning and out as a Deduction (Gross up/Net zero).Is there a "recurring" feature in Payroll that I’m missing? I cannot add the SHI Earning Code to the Compensation tab on the Employee Payroll Settings (PR301000) screen because of the Earning Type restrictions.How are you guys automating this so the client doesn't have to manually add these lines to the paycheck every month?

My client had to run the Tax Maintenance this week and there are now blank rows, the Values don’t have dropdowns and for example the Select Filing Status was Single, Married Filing Jointly, Married Filing Separately and Head of Household, but now everyone updated to an “S” with no options:Is anyone else experiencing this issue? 

Good day, has anyone perhaps ons successfully integrated with Deep Local Payroll (Payspace)  Th y are one of Acumatica’s API partners however I am struggling to post my ledgers from Payspace to Acumatica, the error I keep on getting is Your Acumatica login has expired. Please login and try againThis error pops up even directly signing in. I did setup a API user for payspace and I did send them the Client ID and Secret which they used to establish the connection, but I think I might be missing something. 

We gave a pay advance to an employee and set the deduction limit to $160. He had 2 paychecks of $80 each but then it didn't stop it still pulled another $80 out on the next paycheck. Can anyone tell me what I am doing wrong? The deduction limit frequency is set to No maximum.

The owner is subject to the S Corp rules for the Greater than 2% shareholder rule. Therefore the company pays 100% of her premium expenses for health, dental, vision, etc.  We have tracked these amounts for the year, and now need to add these to wages as taxable income subject to FICA but not withholding. How do we do that? Is it done through an adjustment?

Hi All,Has anyone successfully created an automatic email with paystub report attached that is sent thru a business event when the regular paycheck is released?I am referring to PR641000 that you generate directly on the individual paychecks.

Looking for a report to print and remit for payroll run that includes the garnishment deduction amount + the information for the corresponding codes Garnishment Details fields in Employee Payroll Settings. If no native report, any direction on which table contains the Garnishment Details field data?