To create an employer expense

If you haven’t already read the Payroll Categories Overview, see Creating employer expenses for more information.

Please note that this task requires single-user access. See Single-user file locking for more information.

The Payroll Category List window should be displayed.

  1. Click the Expenses tab.
  2. Click New. The Employer Expense Information window appears.
  3. Enter a descriptive name for the employer expense in the Employer Expense Name field.
  4. Enter the accounts you want to use to track the amounts withheld by this employer expense in the Linked Expense Account and Linked Payable Account fields.
  5. Choose the type of employer expense you’d like to create in the Type of Expense field.
  6. If you selected Other in the Type of Expense field, choose the rate by which this expense is calculated in the Expense Basis field.

Enter the maximum amount that can be withheld for this expense in the Expense Limit field.

  1. If you selected SUI or SDI in the Type of Expense field, enter information in the State Code, State Tax ID and SUI or SDI Rate fields.
  2. Click the Employee button if you want to assign the new employer expense to specific employees. The Linked Employees window for the employer expense appears. Mark the Select column next to each employee to whom you want to assign the employer expense. Click OK when you’re finished.
  3. Click the Exempt button to indicate which wages should not be assigned to this employer expense. The Employer Expense Exemptions window for the wage appears. Mark the Exempt column next to the wages that should be exempt. Click OK when you’re finished.
  4. Click OK to record the new employer expense.

To create an employer expense