Payroll module discussions & questions
- 72 Topics
- 190 Replies
I know it’s early but the end of the year comes fast and will be super busy. Start your reconciliation process now to help with the year-end process. Use the Annual Reports to help with this process. Process and review by quarter to help with quarterly filings as well. There is no close process within Acumatica Payroll. Simply continuing processing payroll on your normal cadence. Earnings are accumulated based on the Transaction date (Check date) so they are automatically reported in the correct months or year. The 2021 W-2s will be ready in mid to late December. A notice will be posted here once they are available in the Government Reporting screen. Once available, follow the screen prompts to create the needed forms for eFiling. If you have any questions - please review with your Acumatica support team.
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.
We've done enough testing of this (trying to find a work around) that it's pretty clear what is happening is a bug and not a misconfiguration/misunderstanding. We already have a support ticket open, but I wanted to share out situation in case anyone else might be unknowingly having the same symptoms. Problem appears to occur when the *pay period* crosses the calendar year boundary. This is because Acumatica breaks it up into two PTO bank records - a 2021 portion and a 2022 portion. Then the PTO allocated is pro-rated across the payroll week... so in our scenario, with a payroll week from Monday-Sunday, two days are in 2022. And so our notional 1.54hr PTO weekly accrual gets split into a 2021 portion (1.1hrs) and a 2022 portion (.44hrs).On that first paystub of the year, we see ONLY the .44hrs allocable to 2022 reflected (same in the PTO Details by Employee Report -- though on THAT report you see the 2021 record broken out, it just isn’t summarized correctly.. I can live with that b
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.
We are unable to print Paystubs (PR.64.10.15) after upgrading to 2021R2 build 21.209.0034. I cannot find this as a known issue, but assume that anyone using Payroll on this version would be impacted.Error: Cannot resolve the table name: [PX.Objects.CR.CRLeadContactValidationProcess+Contact2] Trace: empty
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?
I have a client that is trying to setup 2 work comp codes into his Payroll system in Acumatica. We are far from PR experts. Does anybody have any experience, knowledge in setting the employee/employer settings for these? they are on 2020 R2 system. Any help here would be greatly appreciated!! Thank you.
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
We have a new payroll client that has one work location in the state of Maryland. One employee’s spouse is an active military duty employee working in the state of Maryland but declaring Georgia as their state of residence. I am trying to get Acumatica payroll to calculate Georgia withholding. It wants to calculate Maryland. Even if I put a Georgia employee address, it still does not calculate Georgia taxes. From a quick google search, it looks like Georgia withholds based on the work state. Does that mean the only way I can get Acumatica to calculate GA is to set up a Georgia work state which is just not a true statement. Am I missing something?
Hello!We have 2 company benefits that we give the employee the option to pay the taxes on, so if they ever need to use it, they won’t be taxed on it. The deduction is based on a formula, and doesn’t fit in to any of the preset options on the Deduction/Benefit set up (of being calculated as a flat amount, % of gross, % of net, % of custom, or amount by hour) The formulas are ((employee hourly rate x 2080)/52) x .00289 for the 1st benefitfor the 2nd benefit ((employee hourly rate x 40 x 0.60)/10) x 0.052Any suggestions on how to set this up? Thank you!
Hi! As you have probably guessed, our company is in the process of transferring our payroll and construction information over to Acumatica. I am running in to a lot of issues when it comes to finding documentation on how to set up the payroll side of certified projects. I’m not finding where to set up the codes for: Apprentice, Foreman, Electrician, General Laborer, etc under a job. I am also not finding where to set up the different rates for an apprentice, depending on what level they are at.Do any of you have any reference for this? Or can teach me how to do this? Thank you!
Hello, I have to pay payroll in Indiana with LaGrange as the County and my payroll is not calculating the LaGrange tax. I don’t see a place to put county tax rates and Acumatica seems to not be pulling the information. I have no way to input information directly into her “Paychecks and Adjustments” any help will be appreciated!
Hello!Our company has employees who defer to both a traditional 401K and a 401K Roth. Our company match is 50% of the deferrals, up to 3%. How do I set this up so it takes both the 401k & Roth in to account? If someone is deferring 6% to their 401K and 6% to their Roth, we want the max match to be 3% between the 2. Thank you in advance for any help!
Hello! Is there a way to have an earnings code set up, so every time hours are brought in, the systems pays the same rate?We have employees in school and when they are in class, they get paid $xx/hour, regardless of what their normal wage is. Thank you!
Hello all,I am new to Acumatica. What is the recommended approach for bulk importing of data from external timekeeping systems into the Payroll module?Specifically, my company is a franchisee of QSRs and the majority of our timekeeping is performed at the restaurant level through our POS system. We can currently get the data exported from our system either as a CSV or JSON formats. My question is, what is the recommended approach for importing such data into Acumatica’s payroll module for processing? We do not plan on using the Timekeeping features of Acumatica at our restaurants and entering the data manually is entirely impractical given the number of employees, so neither of these options will work. The system does not seem to expose a Web Service endpoint that could be used, nor did I see an “Import Scenario” that would be appropriate for bulk import. Any suggestions?Thanks!
I need a report that will show total hours worked, by construction project, by employee, for a specific date range. There are only two canned hours reports in the construction edition -- neither of them accomplish what I am looking for.I’ve built a generic inquiry from the Earning Details screen and made a pivot table - which is okay -- but I’d rather have a standard report I can run each month.Any suggestions?
Has anyone figured out how you would make a manual entry to an employees PTO bank. For example, if the accrual was setup wrong, or the company decided to give them some extra time for whatever reason. I can’t figure out how I would adjust the time they have for that pto.
We have a client who is managing multiple companies in a single tenant. For the purposes of payroll tax reporting, all employees are employed by one company, but their expenses are to be allocated to the companies for which their work is being performed. Put another way - let’s assume that all 40 employees are legally employed by Company A. All benefits, workers’ comp and taxes are paid under Company A’s umbrella. Let’s further assume that 10 of these employees’ work is dedicated to Company B. The client would like to report his payroll to the various tax agencies under Company A, but they want the associated expense for these employees to go to Company B. With that scenario in mind, to which Branch/Company should the employee be assigned? How does the Employee’s branch/company assignment impact Payroll Tax reporting? Does Aatrix look at the EIN of the branch that the employee is assigned to, or by EIN of the company from which the employee is paid, if different from the employ
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