Payroll

Does Acumatica still support filing 1099s through Aatrix? If so, how is the process done?

Hi All,Has anyone had this issue before where amounts are not reflecting on the T4s of the paycheck adjustment created with the migration turned on?I appreciate all the help.Thanks.

When filing our W-2’s the payroll registers earning and tax equal the 941 that were paid and filed.  However, when running the W2s. there are 47 people out of 130 that have SS/Medicare and federal wage and tax differences.  We saw one employee has $3018 of wages and taxes $214.  What report can I run to identify why the W2 is not reporting correctly? Where can we find our issues?

The new legislation signed by President Donald Trump introduces temporary federal tax deductions for tips and overtime pay. Here's a summary of how it works.No Tax on Overtime PayDeduction Amount: Workers can deduct up to $12,500 in overtime pay ($25,000 for joint filers) from their taxable income on their federal tax returns. Income Threshold: The deduction is reduced by $100 for each $1,000 earned above $150,000 ($300,000 for joint filers). Effective Period: The deduction is retroactive to January 1, 2025, and expires on December 31, 2028. Reporting: Overtime compensation must be reported on Form W-2, Wage and Tax Statement.No Tax on Voluntary TipsDeduction Amount: Workers can deduct up to $25,000 in reported tips from their taxable income. Income Threshold: The deduct

I have a client that has to create zero net pays once in while and they can’t release the transaction. It shows open and nothing hits the general ledger. Is there a special way you have to release a paycheck that has zero net pay? I have tried releasing it from paychecks and adjustments (inquiry), releasing through the paycheck transaction, and through process payroll documents. It is stuck in a open status and the only options you get are calculate. Since it did not hit the ledger then how do you continue with the transaction? Any comments would be appreciated. Thanks

HelloWe’re having an issue with Canadian payroll and I’d like to know if anyone else has seen this, or if there is something we’re missing.We have a test employee who has maxed out on EI and CPP (tax reports confirm this), and when I process a subsequent regular pay run and compare the Federal Withholding Tax (FWT) and the Provincial Withholding Tax (PWT) to the Payroll Deductions Online Calculator, the amounts don’t line up. In Acumatica PWT is lower while FWT is higher. If I run the Online Calculator again and do not select the option for max EI and CPP having been reached, then the PWT matches what Acumatica calculates, but FWT is still out. In all standard pay runs I can get an exact match. We’re only seeing this now with maximums having been reached. I’ve gone through all setup and can’t see anything that seems like it would impact this.Appreciate any feedback anyone has on this! 

I am working on our annual 401K census data and have run into a bit of a snag in the reports I am using.I used the Earnings by Employee report and then the Deductions and Benefits by Employee report (for 401K, 401k Match, and Roth) to get the information to include on my reporting.  These reports however don’t provide a total figure to use as a double check to what I entered to make sure I keyed everything properly.  I am using the parameter of the 2025 year as that is all it asks for.I thought I would just run a Payroll Summary report in order to get a quick view at my totals as a double-check, but the totals don’t match? I am running it for a transaction date of 1/1/2025-12/31/2025.My total wages, hours, and even the deductions don’t match. The payroll summary has more somehow?  The only one that matched exactly was the Deductions and Benefits by Employee for the 401K. Why would this be? 

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?

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

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 typeAre these the only/best options?Perha

With the recent Acumatica 2025 R2 update, our employees lost access within their “Internal User” role to see any payroll documents (this is basically the sole reason most of our employees are logging and we had this role modified for them for this purpose only).  I have been troubleshooting with Acumatica for a month now without success on either removing the restriction from the Internal User role or just having a simple solution on how to have our employees be able to access all of their payroll documents in one place.  They say that this is a known update for security purposes and only the admin role can access pay stubs and the last email from them suggested we either remove the restriction or create a new user role that has that access.  I had not yet tried to create a new role so I tried that route and will put the steps below in detail.  Basically this ended with the same issue as trying to remove the restriction from the current role (note that I had a 45 min meeting with Ac

To control costs, we have implemented a spousal carve-out coverage provision if a spouse has health insurance available at their employer but chose to be on our plan instead.  There is going to be an additional set “premium” amount above and beyond what just their spouses coverage would cost.  What is the best way to handle this in ACU payroll? Does it need to have it’s own new deduction code set up? or can we simply just reduce the amount of the company’s contribution and increase the employees contribution by that set amount?  Since it is an additional premium, it is pre-tax similar to the regular health care premium contributions.We want to be compliant but keep it as simple as possible.  

HelloI’m having an issue in Canadian payroll setup, and I’m wondering if anyone else has run into this and has any suggestions.We have set up a deduction and benefit codes for paying vacation at 4% of total earnings to one of our employee groups. It is a payable benefit, and on the Employer Contribution tab, I have indicated that it should be included in Box 14 for Federal Reporting. According to government websites, we should see that vac amount populated in boxes 14, 24 and 26.On the CAN Tax Setting tab, I have CN at Source selected in the Code Type box.When I process pay it calculates properly, shows on the pay stubs nicely and looks correct, but when we look at the T4, we do not see the amount added in to Box 14 as we would have expected.Appreciate any advice anyone has as documentation is limited. Thanks in advance! 

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 McCaughanA 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 employe

Does anyone have a solution for how to setup PTO Banks for Sick and Safe time where it is time earned per 30 hours worked?

Canadian payroll year-end is around the corner—make sure your team is ready.Our latest Canada Payroll Year-End Webinar is now available to watch on demand, covering the essential updates, troubleshooting steps, and provincial changes you need to close 2025 smoothly and confidently.In this session, our payroll experts walk through:Key federal and provincial changes for 2025–2026 CPP/QPP, EI, and employment standards updates T4 and RL-1 preparation essentials Common year-end pitfalls—and how to avoid them Reports and tools to help you balance faster and with fewer errors Tips straight from Support on preventing escalationsWhether you’re finalizing December payrolls, preparing slips, or validating data, this session gives you the clarity and checklists you need for a clean year-end.Watch the webinar👉

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.

I had tried not activating the EI taxes on the Employee Payroll Settings but get an error when calculating the paycheck.  How do I set up this employee so EI insurable earnings & premiums are not calculated for this employee and that their T4 will show that they are EI exempt?

Has anyone customized a GI to create an export that can be sent in Excel to LCP Tracker for Certified Payroll?

Hi,I was wondering if anyone else is having issues with the Pay Activity Detail Data report since the recent MYOB Acumatica update. Current version is now Build 2025.101.100.4760 [25.101.0153].This report has suddenly become extremely slow. After entering the pay run number, it now takes around 1 minute 15 seconds just to refresh. Then after removing the default value in the Employees field (it automatically populates with the <NEW> flag, which is already frustrating), it takes another 1 minute 15 seconds to refresh again.So in total, it’s nearly 3 minutes just to run a simple payroll report. This never used to happen and is becoming frustrating when using the report multiple times a day.Is anyone else experiencing the same slowdown?And does anyone know if MYOB is aware or planning a fix?Ta

I’m trying to find a method to configure Acumatica Payroll to withhold a flat dollar amount for Federal Withholding for a specific employee.Consider the scenario: the employee is an owner of the company, and has other streams of income. The owner’s/employee’s tax accountant has told her that she needs to withhold $38,000 in federal tax this year to avoid a penalty. So, on the bi-weekly check, she needs $1462 of federal tax withheld. How can this be configured in Acumatica?

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

Hi,I'm running into an issue in Acumatica 2025 R2 (25.200.0248) when trying to print checks from the Payment Batches screen (PR305000). When I click Print Checks, I receive the following error:  This only occurs in 25R2 I verified the same report (PR641010.rpx) in Acumatica version (24.105.0036) — it works without any errors and the report definitions are identical. I would appreciate any guidance or suggestions you could provide to help resolve this.Thanks in advance.Premalatha N

Has anyone setup Quick pay in Payroll.  I see options to set that up for salaried employees, but don’t see any place to configure it. Thanks,