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Miscellaneous Tab |
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Miscellaneous Tab |
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Miscellaneous Tab
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Miscellaneous Tab |
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Miscellaneous Tab |
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| Hint: | Configuring the Visible Fields tab first may simplify the input by reducing the number of inputs that must be configured. |
Pay Schedule: Reductions per Year
| Notes: | The 401(k) label may appear depending upon how the Retirement Plans tab is configured. |
The items in this area affect the Federal 1040 , Paycheck Projection, and Batch Paycheck calculators.
If the items listed in this section (Additional Income, Section 125, TSA, 457, and Employer Sponsored Retirement Plan) are not part of each paycheck during the year, then click on the respective button to configure the pay schedule for the respective item. A window, similar to what is shown below, will appear:
The Carry Values button will copy the check state of the current checkbox through the checkbox to the end of the year.
Raises
| Note: | The Raises inputs affect the Federal 1040 (when a raise occurs later than the current paycheck), Paycheck Projection, and Batch Paycheck calculators. |
Salary Increase
Enter the increase in pay that the client receives as a percent of income.
Check # for Salary Increase
Enter the check number in the calendar year in which the raise typically occurs. For example, when working with a 12 pay employer, if the raise occurs in September, enter '9'.
Summer/Deferred Pay
If an employer has deferred pay, check this box and click on the 'Edit' button to change the configuration for summer pay. For more information about configuration of summer paychecks, click here.