The Retirement Analysis Kit Help File

Paycheck  Configure Button

Paycheck  Configure Button

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Paycheck  Configure Button

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The Paycheck input PaycheckConfigBtn button allows for quickly modifying a few options in the current illustrated paycheck and for the selected employer file.  More options for the Paycheck calculator can be found in the System's Setup and selecting Paycheck/Calculator in the navigator.

Federal Withholding Year

The federal withholding tax tables are typically updated annually, sometimes more than that.  TRAK always defaults to the current withholding table.  Previous withholding tables can be selected by selecting the withholding table from the popup menu (as shown below).

 PaycheckConfigFedWithholdingYear

State Withholding Table

State withholding options are only enabled if it is not hidden in the employer file (which may be configured in the Employer File Editor or in Visible Fields (discussed below)

Select State (Current State:....)....

This options allows for setting the withholding table for the employer file or selecting a different state for this particular client file.

State Withholding Year

Some states regularly update their withholding table.  TRAK always defaults to the current withholding table.  Previous withholding tables can be selected by selecting the withholding table from the popup menu (similar to how the federal withholding year is selected show above).        

Note:When the Paycheck calculator is closed and re-opened, it will revert back to the current federal and state withholding tables.

Employer Settings

Selecting options here will modify the current selected employer file.  As such, it will modify the illustration for each paycheck that also uses the current selected employer file.

Employer Primary Fund Type and Employer Secondary Fund Type (optional)

This will modify the retirement fund type for the Employer Files specific retirement account.  (These may also be configured in the Retirement Plans tab in the Employer File Editor).

Note:The Secondary Fund Type is only enabled if it is visible in the Employer File Editor.

Visible Employer Prompts

This allows for quickly selecting which prompts are visible for the selected employer file