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Payroll module discussions & questions

  • 263 Topics
  • 937 Replies
263 Topics
SoniaEchols90
Acumatica Moderator
SoniaEchols90Acumatica Moderator
published in Payroll
2025 Payroll Tax Updates

This page contains information about the tax updates for Canadian and US payroll. The update is installed when you run tax maintenance. If you process payroll in any of these regions, please review this document as some updates require actions in Acumatica ERP and additional configuration might be necessary. Release: 2025-4.38.0 Update: March 12, 2025 United States Federal Subject Wage on Wage Base - Effective March 12, 2025 Set Subject Wage on Wage Base will now default to true for all taxes with limits. This flag is under Tax Maintenance ~ COMPANY TAX ~ FED. This option allows customers to ensure that subject wages returned by the engine meet the following criteria: Never exceed the wage base Always reach the wage base if there have been sufficient wages to do so When this option is set to false, it is possible that, in rare cases, subject wages returned by the tax engine could exceed the wage base. Alabama City Tax – effective March 12, 2025 We have resolved a potential issue regard

3278
SoniaEchols90
Acumatica Moderator
J
Freshman I
JodiKFreshman I
asked in Payroll
Canadian Payroll ROE Submission to CRA

We have been unable to submit an ROE file processed through Acumatica, because Service Canada is rejecting the file type. The file has to be in BLK format. We have tried numerous ways to get this to work, but it appears that Acumatica needs to automatically convert the XML file to BLK when it’s processed and saved to the computer. (Our previous system Sage converted automatically. The file was in BLK before saving to computer) Seems like a programming issue in Acumatica, but so far, support has been unable to figure this out. I’m wondering if anybody using Canadian Payroll has had to process a termination and use Acumatica’s ROE feature? And if so, how has it worked for you? Hope this all made sense. I am not a system analyst and my terminology may be confusing. lol Thanks!

23015
P
Freshman I
darylbowman
Captain II
darylbowman
asked in Payroll
What is the purpose of the ACA Reporting screen?

I am attempting to help a friend get accurate information on the ACA Reporting screen. The data listed seems very unreliable. For instance, many employees are listed has having no hours from Jul-Dec of 2024. One long-term employee shows up in only one month, despite being paid weekly. I’ve scoured the web, but there seems to be next-to-no information about it.

704
B
Jr Varsity II
M
Freshman I
MFarnsworth10Freshman I
asked in Payroll
Create Employee Time Cards for this week for a previously suspended employee

We have an employee that was on leave for a few months and is now back and I need to create a new time card for this week. When I go into Time and Expenses, and Employee Time Cards and pick this employee, it only allows me to create the next time card after the employee went on leave. Surely I do not have to create each time card individually until I get to this week?

639
V
Acumatica Employee
A
Freshman I
aaddsiFreshman I
asked in Payroll
Add toggle button / select all button on CST.PR.50.30.00 Create Liability Bills

How can I create/add a select all box on CST.PR.50.30.00 Create Liability Bills screen? Right now I can only select one screen at a time. I want to be able to check all boxes before I process anything. I need to know the total that I am selecting and cannot just click “Process All.”

395
Naveen Boga
Captain II
bzelinski
Varsity II
bzelinskiVarsity II
asked in Payroll
Payroll - Special Paycheck - Unable to "Create Payroll Payment"

I am trying to create a special paycheck to correct a mistake that was made in the current pay period. In the Help Screen it says: “Special: Paychecks of this type are used for specific payments, such as bonuses. An employee may have as many special paychecks as necessary for one pay period.” Problem: I am able to CREATE and CALCULATE the paycheck, but I am not able to “CREATE PAYROLL PAYMENT”. The paycheck is there with an “Open” status as you can see here: I can go into “Process Payroll Documents” and “Recalculate”. It does show up there: However, when I go to “Create Payroll Payment” It will not show up. Any ideas? I’m stuck. :-)

10910
K
Jr Varsity II
A
austinp33
asked in Payroll
What is the best setup for connecting Acumatica with Paylocity?

Paylocity offers customized reports that can be created and exported. Those reports can then be used in a import scenario to upload into Acumatica the needed payroll information. Looking to automate the process more, has anyone had success in API connection or using other systems like Celigo to get what is needed for payroll processing?

2257
B
Jr Varsity II
C
Freshman II
chighfieldFreshman II
asked in Payroll
Overtime Rule for work on Company Holidays

We need a overtime rule for work performed on company holidays.

455
C
Freshman II
G
Freshman II
GillianFreshman II
asked in Payroll
Taxable Fringe Benefit

Can someone provide instructions for entering Taxable Fringe Benefits? I need to enter personal use of a company vehicle for our owners for 2023.

1533
NickyOliver98
Acumatica Employee
B
Jr Varsity II
brandontfrankJr Varsity II
asked in Payroll
Employee Payroll Settings > Consent to Electronic W-2's

We recently used Aatrix for W-2 processing but ran into an issue where many employees did not receive a mailed copy of their W-2. After investigating, we discovered an Employee Payroll Setting that enables consent for electronic W-2 filing on a per-employee basis. We have no idea how this setting was enabled for the majority of our employees or when it was introduced in Acumatica. Users don’t have access to modify this setting, and some employees who had it checked have never even logged into Acumatica. When we filed in 2024, this wasn’t an issue—everyone received a mailed copy. However, we can't find a clear pattern as to which accounts have this setting enabled. Does anyone have insight into how this might have happened? We are currently on 2023R2 - Build 23.209.0023.

353
S
Freshman I
H
HarveyJones
asked in Payroll
Purchased additional leave

Has anyone enabled staff to purchase additional leave through payroll?

241
S
Freshman II
C
Freshman II
CCCFreshman II
asked in Payroll
Leave approved email template

Hi, Can somebody help with the “Leave Request Approved” emails? When personal leave (sick leave) is approved the email back to the employee returns a zero value for Balance Remaining. When annual leave is approved the email works correctly and returns the remaining balance. Finally, the “Approved By” contains our company name, not the Manager’s name. How can I fix this? Below is a pic of the email and the template if that helps… Approval email leave request approved email template

120
C
Freshman II
T
Jr Varsity II
trungrigshopJr Varsity II
asked in Payroll
Delete Tax form history batch

Hi, Can someone help me find the way to delete the T4 batch for submission in Payroll ? I can delete these other batches but not this one. Picture below for reference Thanks

141
Kandy Beatty
Captain II
N
NIMMDSI
asked in Payroll
Custom Title for Box 14 on W2 Reporting for Colorado FAMLI

Is there a way to title box 14 to read FAMLI when showing on the W2? It’s showing as box 14 other right now.

110
N
W
wjpang
asked in Payroll
Employee Time Activities displayed in wrong week

I’m testing out MYOB Acumatica and I had inserted some Time Activities as below, but they are displaying under the wrong week. I assume it’s got something to do with timezones, as the timezone is in Melbourne which is UTC+11, and the week cut-off point appears to be 11am as shown in the example pictures below. How do I fix this so that the cut-off time is midnight of the chosen timezone instead of UTC? It’s strange to me that time activities dated 20/01 is in the previous week period. I could be wrong entirely and it’s got nothing to do with timezones, but I can’t find the related settings for this

270
W
K
Freshman I
khunt07Freshman I
asked in Payroll
Payroll - Transactions - PTO Adjustments screen

I love that there is now an option to adjust for PTO adjustments that is separate from Paychecks and Adjustments screen. However, I just entered a bunch of carryover adjustments, and it does not update to the user profile screen under the Dashboard. Is this a glitch? Something that will need to be updated by Acumatica to reflect real time PTO balances? It appears that they reference numbers that I see are related to PTO adjustment are not being reflected in the User Profile screen. Any ideas?

453
K
Acumatica Employee
D
Freshman II
dmccaughanFreshman II
asked in Payroll
Tax Code Type 401(a)

We are an Independent Special District of the State of Florida (Fire Department). We are members of the Florida Retirement System, which is a 401(a). We need to code the deduction for this retirement plan correctly. There is no option for a 401(a) in Acumatica currently. How do we add it? This is affecting an over 50 employee with his catchup contributions. Any help would be greatly appreciated. Sincerely, Denise McCaughan A 401(a) is a retirement savings plan that an employer sponsors, and that allows for contributions from both the employer and the employee: Availability: Some public sector employers offer 401(a) plans. Contributions: 401(a) plans typically have employer contributions that are non-elective, meaning they are made regardless of whether the employee contributes. However, contributions can also be elective, or "match" contributions, where the employee must contribute first to receive the employer's contribution. Taxation: Earnings in a 401(a) plan are tax-deferred, meani

363
D
Freshman II
K
Freshman II
KellyMarchewaFreshman II
asked in Payroll
Third Party Sick Pay Setup

Hello, I was wondering how it is recommended to set up third-party sick pay in Acumatica Payroll? For example, should it be an earning type, a tax attribute, both, etc? The third-party pays the employee, but we have to withhold appropriate taxes and report wages on both form W-2 and 941. Thanks!

5555
L
Freshman II
J
Freshman II
jlaforgeFreshman II
asked in Payroll
How to Enter Opening PTO Balances

Hi, I have a client that just started using Canadian Payroll in Acumatica this year. Basically, I thought I was just able to use the PTO Adjustment Screen to enter the opening balances for their vacation and then jsut run payroll. However, when we go to use PTO hours for their first pay, it says that PTO does not allow negative, which is in fact the setup the client wanted. My question is what are the steps to have the opening balances of a PTO bank entered in Acumatica? Thank you, Joey

1224
O
Acumatica Employee
D
Freshman II
dmccaughanFreshman II
asked in Payroll
Payroll posting date 12/31/2024 Creates over-limit contributions

Payroll AA-2024 (this was the exception so that 2024 would only have 26 pay periods) was supposed to have posted 1/1/2025, but I posted 12/31/2024. I did not realize the problems that would be created. W-2s are going to report pre-taxed contributions that reduced the federal taxable wages and may cause over-the-limit contributions to HSA accounts and 457 deferred comp plan. Is there a way to change the posting date? Should I delete the 12/31/2024 payroll and re-run on 01/01/2025 (major hassle)? Please help! Denise

161
SoniaEchols90
Acumatica Moderator
H
Semi-Pro II
HarrySemi-Pro II
asked in Payroll
Employees screen triggering the following error

Hello all, I am trying to create a new employee but when I try to save it, triggers the below error: How to resolve this?

392
Nilkanth Dipak
Semi-Pro I
J
Varsity II
jsheehan56Varsity II
asked in Payroll
W2 filing for local municipalities - Ohio

one of my clients is telling me that Aatrix does not have a capability in Ohio to file w2s for local municipalities. how are other users in the system working around this restriction? My clients are very confused on how to proceed and Aatrix support has been incredibly unhelpful.

1857
J
Varsity II
C
Freshman I
chrisr60Freshman I
asked in Payroll
Weekly payroll in 2025 has 53 pay periods due to Exceptions and it affects annual compensation

Weekly, Thursday payroll has 53 pay periods in 2025.Thursday 1/1/2026 will be paid on Wed 12/31/2025 due to calendar exceptions/holidays.This results in an extra pay period in 2025. Employees with “Annual” unit of pay compensation receive a smaller check each pay period due to 53 periods. A simple example - $52,000 annual salary normally results in $1,000 gross per period. With the 53rd period, $52,000 annual salary results in $981.13 gross per period. Is this expected behavior? I thought Acumatica would use the Employees Working Weeks per Year for this calculation, not the number of pay periods. I guess both methods are reasonable. I found the following work-arounds for salary employees: Change salary rates and employee type to Hourly - defeats the purpose of Salary type Enter a manual salary rate every pay period - also defeats the purpose of Salary type Are these the only/best options?Perhaps I’m missing something.

650
C
Freshman I
H
Semi-Pro II
HarrySemi-Pro II
asked in Payroll
Not able to release time cards on Release Time Cards screen

Hello all, I have bee trying to release time cards but it throws the following error:

526
M
Acumatica Employee
S
Freshman I
SAskelsonFreshman I
asked in Payroll
Payroll Negative Hours

Sometimes we need to correct hours coded to a certain pay type. The pay and the units both need to be corrected, but unable to enter a negative unit amount.

2869
C
Freshman II

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