Correcting Payroll

• Click on Payroll and Calculate Adjustment.
  
  

• Enter the date for the adjustment.
  
  

If you will need to reproduce quarterly payroll reports from the Payroll program, you may want to enter an adjustment as of the end of each quarter.

Click in the Adjustment for third-party sick pay box if you are recording those payments to an employee. The program  adjusts the 941 report  federal taxes withheld by the third-party from your employee's pay.

• The next screen allows you to select employees/contractors for which you will make an adjustment.  The selections on this screen work in the same way they do for when you calculate a payroll.
  
  

• Click on Next.
  
  

Edit hours, pay rates, deductions, and allowances to adjust year-to-date activity.

• Click on the name of the appropriate employee.
  
  
• Select the tab in the area where the changes are to be made.
  
  
• The system defaults all entries to zero. Click in the box or boxes to make needed adjustments.  To enter negative amounts, use the minus sign on the keyboard.
  
  
• Click on Next.
  
  

If you click on the Browse Adjustment(s) button, you will see the following screen. This is if you need to make an adjustments to either the amount of tax withheld, or the amount of taxable wages that appear on the W-2 form.

• On the Tax Deductions tab, you can edit the taxable wages and/or withholdings for each jurisdiction. To change a specific employee's amounts, highlight the employee and that employee's information appears below.
  
  

• On the Accumulating Values tab, you can edit hours of vacation and sick pay and the number of weeks worked.
  
  

This feature can be used to adjust the total hours (or other units) the employee currently has for the entire year. Entering a positive or negative amount in the vacation or sick time fields will adjust their balance by that amount. If you calculate an adjustment for the vacation or sick time at the start of the year, you will then be able to use those pay types throughout the year and the program will adjust the amounts down automatically as you pay them out.

If you have more than one employee's record to edit, click on Apply to save the edited amount. Continue making changes as necessary by clicking on the next person in the list.  Click OK after all changes are saved and you are done with these adjustments.

• Click Next.
  
  

• If the print preview box is checked the reports will appear on the screen. You can either print them now or later. Click the Print button or click Next.
  
  

Calculate Adjustment provides the same options for posting, editing, or discarding a calculation as Calculate Payroll allows. See Posting to the Employee File for more information.

If you do not need to post the adjustment to Accounting (for instance, Accounting already reflects the activity associated with this adjustment, or the adjustment has no need to reflect any account activity), delete this adjustment when the Transfer to Accounting screen comes up.