Issue

Solution

Add Job Company USERS to the Confidential Company with limited access to that company and limit the DI settings for that Operator in the Confidential Company.

The users being added will have no access to actually do anything in the Confidential PR Company; Level 1 in PA & no other module(s) is sufficient. In the Documents tab – the operator's security can be set to a security level of 0, or leave the operator's security at the default and add an Override to the EMPLOYEE Cabinet with a level of 0.

Results

Any operator set up this way in the Confidential Company will no longer have access to view the time card images for Summary Transaction postings from the Confidential Company. They will see the "Summary Transaction" description, but there is no link to the scanned image. They will, however still be able to view transactions scanned in the regular Job company for Payroll.

Nothing needs to be done to those operators that you do want to be able to view images from the Confidential Payroll in the regular company.

Contractor Details window

Use this window to define the contractor information for Employment Utilization Report.

Copy B

Refund. Even if you do not have to file a tax return, you should file to get a refund if box 2 shows Federal income tax withheld, or if you can take the earned income credit.

Earned income credit (EIC). You must file a tax return if any amount is shown in box 9.

You may be able to take the EIC for 2004 if (a) you do not have a qualifying child and you earned less than $11,490 ($12,490 if married filing jointly), (b) you have one qualifying child and you earned less than $30,338 ($31,338 if married filing jointly), or (c) you have more than one qualifying child and you earned less than $34,458 ($35,458 if married filing jointly). You and any qualifying children must have valid social security numbers (SSNs). You cannot claim the EIC if your investment income is more than $2,650. Any EIC that is more than your tax liability is refunded to you, but only if you file a tax return. If you have at least one qualifying child, you may get as much as $1,563 of the EIC in advance by completing Form W-5, Earned Income Credit Advance Payment Certificate, and giving it to your employer.

Clergy and religious workers. If you are not subject to social security and Medicare taxes, see Pub. 517, Social Security and Other Information for Members of the Clergy and Religious Workers.

Corrections. If your name, SSN, or address is incorrect, correct Copies B, C, and 2 and ask your employer to correct your employment record. Be sure to ask the employer to file Form W-2c, Corrected Wage and Tax Statement, with the Social Security Administration (SSA) to correct any name, SSN, or money amount error reported to the SSA on Form W-2. If your name and SSN are correct but are not the same as shown on your social security card, you should request a new card from the SSA.

Credit for excess taxes. If you had more than one employer in 2004 and more than $5,449.80 in social security and/or Tier 1 railroad retirement (RRTA) taxes were withheld, you may be able to claim a credit for the excess against your Federal income tax. If you had more than one railroad employer and more than $3,189.90 in Tier 2 RRTA tax was withheld, you also may be able to claim a credit. See your Form 1040 or 1040A instructions and Pub. 505, Tax Withholding and Estimated Tax.

Copy C

Box 1. Enter this amount on the wages line of your tax return.

Box 2. Enter this amount on the Federal income tax withheld line of your tax return.

Box 8. This amount is not included in boxes 1, 3, 5, or 7. For information on how to report tips on your tax return, see your Form 1040 instructions.

Box 9. Enter this amount on the advance earned income credit payments line of your Form 1040 or 1040A.

Box 10. This amount is the total dependent care benefits your employer paid to you or incurred on your behalf (including amounts from a cafeteria/Section 125 plan). Any amount over $5,000 also is included in box 1. You must complete Schedule 2 (Form 1040A) or Form 2441, Child and Dependent Care Expenses, to compute any taxable and nontaxable amounts.

Box 11. This amount is (a) reported in box 1 if it is a distribution made to you from a nonqualified deferred compensation or nongovernmental section 457 plan or (b) included in box 3 and/or 5 if it is a prior year deferral under a nonqualified or section 457 plan that became taxable for social security and Medicare taxes this year because there is no longer a substantial risk of forfeiture of your right to the deferred amount.

A – Uncollected social security or RRTA tax on tips (Include this tax on Form 1040. See "Total Tax" in the Form 1040 instructions.)

B – Uncollected Medicare tax on tips (Include this tax on Form 1040. See "Total Tax" in the Form 1040 instructions.)

C – Taxable cost of group-term life insurance over $50,000 (included in boxes 1, 3 (up to social security wage base), and 5).

D – Elective deferrals to a section 401(k) cash or deferred arrangement. Also includes deferrals under a SIMPLE retirement account that is part of a section 401(k) arrangement.

E – Elective deferrals under a section 403(b) salary reduction agreement.

F – Elective deferrals under a section 408(k)(6) salary reduction SEP.

G – Elective deferrals and employer contributions (including nonelective deferrals) to a section 457(b) deferred compensation plan.

H – Elective deferrals to a section 501(c)(18)(D) tax-exempt organization plan (see "Adjusted Gross Income" in the Form 1040 instructions for how to deduct).

J – Nontaxable sick pay (not included in boxes 1, 3, or 5).

K – 20% excise tax on excess golden parachute payments (see "Total Tax" in the Form 1040 instructions).

L – Substantiated employee business expense reimbursements (nontaxable).M – Uncollected social security or RRTA tax on cost of group-term life insurance over $50,000 (former employees only) (see "Total Tax" in the Form 1040 instructions).

N – Uncollected Medicare tax on cost of group-term life insurance over $50,000 (former employees only) (see "Total Tax" in the Form 1040 instructions).

P – Excludable moving expense reimbursements paid directly to employee (not included in boxes 1, 3, or 5).

R – Employer contributions to your Archer (MSA) (see Form 8853, Archer MSAs and Long-Term Care Insurance Contracts).

S – Employee salary reduction contributions under a section 408(p) SIMPLE (not included in box 1)

T – Adoption benefits (not included in box 1). You must complete Form 8839, Qualified Adoption Expenses, to compute any taxable and nontaxable amounts.

V – Income from exercise of nonstatutory stock option(s) [included in boxes 1, 3 (up to social security wage base), and 5].

W – Employer contributions to your Health Savings Account (see new Form 8889, Health Savings Accounts)

Box 13: If the Retirement plan box is checked, special limits may apply to the amount of traditional IRA contributions you may deduct.