PR Employee Benefits/Deductions <employee> window
Use this window to define benefits and deductions for this employee. You can access it when you click the Add New Row button or double-click on a row.
Employee Number 
This field is informational only and displays the employee number you selected in the PR Employee Management window.
Employee Name 
This field is informational only and displays the name of the employee you selected in the PR Employee Management window.
Benefit/Deduction Code 
Enter a Benefit or Deduction Code or use the Lookup to select the code you want to attach to this employee.
Class 
This field is informational only and displays the class you defined in the PR Benefit/Deduction Code window for this code.
Type 
This field is informational only and displays the type you defined in the PR Benefit/Deduction Code window for this code.
Description 
This field defaults to the description you defined in the PR Benefit/Deduction Code window for this code, but you can edit it.
Amount Per Period / Percentage
Depending on whether you selected an amount or percentage from the Apply as drop-down in the PR Benefit/Deduction Code window, enter the amount or percentage per period for the Benefit or Deduction Code attached to this employee.
Amount remaining 
Select this check box if you want to enter the remaining amount of the employee’s benefit or deduction. If you manually enter a benefit or deduction amount on a check that is greater than this amount, this number will be negative after you post.
State Tax Allocation Method 
If your employee works in more than one state, use the drop-down to select the state allocation method to use for this employee from the following options:
All for one state: when you select this option, the State tax code field is enabled in which you must define the code to which you want to allocate your benefit or deduction amount or percentage.
Split between states by % of gross: select this option to allocate the benefit or deduction amount or percentage between Tax Codes attached to this employee based on the percentage of gross income earned in each state.
Split evenly among states with wages: select this option to evenly allocate the amount or percentage among all state Tax Codes that have wages for this employee included in the current pay period. If no states have wages, it will be split evenly among all states.
State Tax Code 
These fields only appear if you selected All for one state from the State tax allocation method drop-down. Enter a Tax Code or use the Lookup to select the code you want to attach to the benefit or deduction for this employee for state taxes. The code description appears next to the code.
Local Tax Allocation Method 
Use the drop-down to select the local allocation method to use for this employee from the following options:
All for one locality: when you select this option, the Local tax code field is enabled in which you must define the code to which you want to allocate your benefit or deduction amount or percentage.
Split between localities by % of gross: select this option to allocate the benefit or deduction amount or percentage between Tax Codes attached to this employee based on the percentage of gross income earned in each locality.
Split evenly among localities with wages: select this option to evenly allocate the amount or percentage among all local Tax Codes that have wages for this employee included in the current pay period. If no localities have wages, it will be split evenly among all localities.
Local Tax Code 
Enter a Tax Code or use the Lookup to select the code you want to attach to this benefit or deduction for this employee for local taxes.
Pay Period Applicable 
Use these check boxes to select the pay period(s) this Benefit or Deduction Code applies to for this employee.
Published date: 12/20/2021