Deductions Screen Field Reference

This screen field reference describes the following:

General Tab
W-2 and Tax Control Tab (for the U.S.)
State and Local Overrides Tab (for the U.S.)
T4 and Tax Control (for Canada)
Provincial and Local Overrides Tab

General Tab

Use this tab to indicate if a deduction is calculated on both standard and non-standard pay cycles, to set the status of the deduction, and to associate a deductions-withheld account to a company.


Field	Description
Calculate on Non-Standard Pay Cycles	Click to indicate whether the deduction is processed during non-standard pay cycles (for example, vacations or bonuses) as well as standard pay cycles.
Insurance Report Category	Enter the code of the Fringe and Deduction Reporting Categories screen for insurance reports for the deduction or click to select the report category from a Lookup List.
Union Report Category	Enter the code of the Fringe and Deduction Reporting Categories screen for union reports for the deduction or click to select the report category from a Lookup List.
Deduction and Fringe Report Category	Enter the code of the Fringe and Deduction Reporting Categories screen for deduction and fringe reports for the deduction or click to select the report category from a Lookup List.
Certified Payroll Report Category	Enter the code of the Fringe and Deduction Reporting Categories screen for certified payroll reports for the deduction or click to select the report category from a Lookup List.
Status	Click to select the status of the deduction. Active - The deduction is available for use and appears in lookup lists. Inactive - The deduction is not available for use and does not appear in lookup lists on other screens. However, it persists in previous selections.
Memo	Enter any comments or notes about the deduction.
Company Accounts grid - Each row in the grid is a company that generates a payroll.
Payroll Company	Enter the code of the Company screen for the deduction or click to select a company from a Lookup List.
Name	Displays the name of the company.
Deductions Withheld Account	Enter the Chart of Accounts screen to be used for the withheld amount for the deduction or click to select an account from a Lookup List.
Name	Displays the name of the general ledger account.

W-2 and Tax Control Tab (for the U.S.)

Use the fields in the W-2 section of this tab to set Form W-2 values to print the deduction, choose the box number, and select Box 12 codes. In the Federal Wages section and the State and Local Defaults section, you can set default values to indicate if a deduction reduces taxable income for federal, state, or local taxes. If you need to set up exceptions for these defaults, use the State and Local Overrides Tab (for the U.S.).


Field	Description
W-2 section
Print on W-2	Click to indicate whether to print the deduction on the Form W-2.
W-2 Box Number	Click to select a box number to indicate where the deduction prints on the Form W-2. <blank> 7 - Social security tips 8 - Allocated tips 9 - Do not use 10 - Dependent Care Benefits 11 - Nonqualified plans 12 - Requires codes 14 - Requires description
Box 12 Code	Enter the Box 12 code to print on the form W-2, or click to select a code. A - Uncollected Social Security or RRTA tax on tips B - Uncollected Medicare tax on tips C - Taxable cost of group-term life insurance over $50,000 D - Elective deferrals under a section 401(k) cash or deferred 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 under a section 457(b) deferred compensation plan H - Elective deferrals under a section 501(c)(18)(D) tax-exempt organization plan J - Nontaxable sick pay K - 20% excise tax on excess golden parachute payments L - Substantiated employee business expense reimbursements M - Uncollected Social Security or RRTA tax on taxable cost of group-term life (for former employees) N - Uncollected Medicare tax on taxable cost of group-term life insurance over $50,000 (for former employees) P - Excludable moving expense reimbursements paid directly to employee Q - Nontaxable combat pay R - Employer contributions to an Archer MSA S - Employee salary reduction contributions under a section 408(p) SIMPLE T - Adoption benefits V - Income from exercise of nonstatutory stock option(s) W - Employer contributions to an employee’s Health Savings Account (HSA) Y - Deferrals under a section 409A nonqualified deferred compensation plan Z - Income under section 409A on a nonqualified deferred compensation plan AA - Designated Roth contributions under a section 401(k) plan BB - Designated Roth contributions under a section 403(b) plan CC - HIRE Act Exempt Wages DD - Cost of employer-sponsored health coverage EE - Designated Roth contributions under a governmental section 457(b) plan FF - Qualified Small Employer Health Reimbursement Arrangements (QSEHRA) GG - Income from Qualified Equity grants HH - Aggregate Deferral
Box 14	Enter notes to print in Box 14 on the Form W-2.
Federal Wages section
Reduce Wages for FIT	Click to indicate whether the deduction is removed from gross pay when FIT (Federal Income Tax) is calculated.
Reduce Wages for FICA	Click to indicate whether the deduction is removed from gross pay when FICA (Federal Insurance Contributions Act) is calculated.
Reduce Wages for FUTA	Click to indicate whether the deduction is removed from gross pay when FUTA (Federal Unemployment Tax Act) is calculated.
State and Local Defaults section
Reduce Wages for SIT	Click to indicate whether the deduction is removed from gross pay when SIT (State Income Tax) is calculated.
Reduce Wages for SUTA	Click to indicate whether the deduction is removed from gross pay when SUTA (State Unemployment Tax Authority) is calculated.
Reduce Wages for SDI	Click to indicate whether the deduction is removed from gross pay when SDI (State Disability Insurance) is calculated.
Reduce Wages for SUI	Click to indicate whether the deduction is removed from gross pay when SUI (State Unemployment Insurance) is calculated.
Reduce Wages for Workers Compensation	Click to indicate whether the deduction is removed from gross pay when workers' compensation is calculated.
Reduce Wages for LIT	Click to indicate whether the deduction is removed from gross pay when LIT (Local Income Tax) is calculated.
Aatrix Mapping section
Tax Code	Select the 4-digit Aatrix tax type. The name automatically populates based on your selection.

State and Local Overrides Tab (for the U.S.)

Use this tab to set exceptions to the defaults you created on the W-2 and Tax Control tab.

For example, in most states, the amount contributed to a 401(k) reduces the SIT taxable income for the employee. For states that don't allow this reduction, you would select the state payroll tax authority and set an override value. Set overrides in each payroll tax authority that cannot use the defaults.

Click to add a row to the grid. Click to delete the active row from the grid. See Grids for tips on using grids in ProContractor.


Field	Description
State and Local	Enter the code of the state, local, or miscellaneous Payroll Tax Authority screen for which you need to override the default values, or click to select a payroll tax authority from a Lookup List.
Name	Displays the name of the payroll tax authority.
Reduce Wages for SIT	Click to indicate whether the deduction is removed from gross pay when SIT is calculated.
Reduce Wages for SUTA	Click to indicate whether the deduction is removed from gross pay when SUTA is calculated.
Reduce Wages for SDI	Click to indicate whether the deduction is removed from gross pay when SDI is calculated.
Reduce Wages for SUI	Click to indicate whether the deduction is removed from gross pay when SUI is calculated.
Reduce Wages for Worker's Compensation	Click to indicate whether the deduction is removed from gross pay when workers' compensation is calculated.
Reduce Wages for LIT	Click to indicate whether the deduction is removed from gross pay when LIT is calculated.

T4 and Tax Control (for Canada)

Use the fields in the T4 section of this tab to set how to print the deduction on T4 slips. In the Federal Wages section and the Provincial and Local Defaults section, you can set default values to indicate if a deduction reduces taxable income for federal, provincial, or local taxes. If you need to set up exceptions for these defaults, use the Provincial and Local Overrides Tab.


Field	Description
T4
Print on T4	Click to indicate whether to print the deduction on the T4 slip.
T4 Box Number	Click to select a box number to indicate where the deduction prints on the T4 slip. 44 - Union dues 46 - Charitable donations 20 - RPP Contributions 20 & 52 RPP Contributions & Pension Adjustments - If you select this option, the amounts are reported in both box 20 and box 52 on T4 slips. 52 - Pension Adjustment 30 - Board and lodging 31 - Special work site 32 - Travel in prescribed zone 33 - Medical travel assistance 34 - Personal use of employer's automobile or motor vehicle 36 - Interest-free and low-interest loans 37 - Employee home-relocation loan deduction 38 - Security options benefits 39 - Security options deduction - 110(1)(d) 40 - Other taxable allowances and benefits 41 - Security options deduction - 110(1)(d.1) 42 - Employment commissions 43 - Canadian Forces personnel and police deduction 53 - Deferred security option benefits 66 - Eligible retiring allowances 67 - Non-eligible retiring allowances 68 - Status Indian (exempt income) - Eligible retiring allowances 69 - Status Indian (exempt income) - Non-eligible retiring allowances 70 - Municipal officer's expense allowance 71 - Status Indian employee 72 - Section 122.3 income - Employment outside Canada 73 - Number of days outside Canada 74 - Past service contributions for 1989 or earlier years while a contributor 75 - Past service contributions for 1989 or earlier years while not a contributor 77 - Worker's compensation benefits repaid to the employer 78 - Fishers - Gross income 79 - Fishers - Net partnership amount 80 - Fishers - Shareperson amount 81 - Placement or employment agency workers - Gross income 82 - Taxi drivers or drivers of other passenger-carrying vehicles - Gross income 83 - Barbers or hairdressers - Gross income 84 - Public transit pass 85 - Employee-paid premiums for private health services plans 86 - Security options election 87 - Emergency services volunteer exempt amount 88 – Indian (exempt income) – Self-employment
RPP or DPSP Registration Number	If you selected box 20 or 52, enter the RPP or DPSP registration number. This field should only contain numeric characters.
Federal Wages
Reduce Wages for FIT and PIT	Click to indicate whether the deduction is removed from gross pay when FIT (Federal Income Tax) and PIT (Provincial Income Tax) are calculated.
Reduce Wages for CPP	Click to indicate whether the deduction is removed from gross pay when CPP (Canada Pension Plan) is calculated.
Reduce Wages for T4 Box 14	Click to indicate whether the deduction is removed from gross pay when the income amount for box 14 is calculated.
Provincial and Local Defaults
Reduce Wages for Worker's Compensation	Click to indicate whether the deduction is removed from gross pay when workers' compensation is calculated.
Reduce Wages for LIT	Click to indicate whether the deduction is removed from gross pay when LIT (Local Income Tax) is calculated.

Provincial and Local Overrides Tab

Use this tab to set exceptions to the defaults you created on the T4 and Tax Control tab. Set overrides in each payroll tax authority that cannot use the defaults. Click to add a row to the grid. Click to delete the active row from the grid. See Grids for tips on using grids in ProContractor.


Field	Description
Provincial and Local	Enter the code of the province, local, or miscellaneous Payroll Tax Authority screen for which you need to override the default values, or click to select a payroll tax authority from a Lookup List.
Name	Displays the name of the payroll tax authority.
Reduce Wages for PIT	Click to indicate whether the deduction is removed from gross pay when PIT is calculated.
Reduce Wages for Worker's Compensation	Click to indicate whether the deduction is removed from gross pay when workers' compensation is calculated.
Reduce Wages for LIT	Click to indicate whether the deduction is removed from gross pay when LIT is calculated.

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