Field Definitions: PR Federal Information Form

The following is a list of field descriptions for the PR Federal Information form. Many of the descriptions include links to other topics that provide additional information about or related to the topic.

PR Company

Required.

Enter the PR company. Press F4 for a list of valid companies.

Federal Tax Deduction

(US only) The Federal Tax Deduction field on the PR Federal Info form, Info tab. For Canadian users, this field is titled Tax Deduction. For Australian users, this field is titled PAYG Deduction.

Required.

Enter the deduction code specified in PR Deductions/Liabilities for U.S. federal tax withholding. Press F4 for a list of valid deduction codes.

Canadian users: See the field definition for Tax Deduction.

Australian users: See the field definition for PAYG Deduction.

FUTA Liability

(US only) The FUTA Liability field on the PR Federal Info form, Info tab. For Canadian users, this field is titled CPP Deduction. For Australian users, this field is titled FBT Type 1 Liability.

Required.

Enter the liability code specified in PR Deductions/Liabilities for FUTA (Federal Unemployment Tax Act). Press F4 for a list of valid liability codes.

Canadian users: See the field definition for CPP Deduction.

Australian users: See the field definition for FBT Type 1 Liability.

SS Deduction

(US only) The SS Deduction field on the PR Federal Info form, Info tab. For Canadian users, this field is titled EI Deduction. For Australian users, this field is titled FBT Type 2 Liability.

Required.

Enter the deduction code specified in PR Deductions/Liabilities for FICA (Federal Insurance Contributions Act) Social Security. Press F4 for a list of valid deduction codes.

Canadian users: See the field definition for EI Deduction.

Australian users: See the field definition for FBT Type 2 Liability.

Medicare Deduction

(US only) The Medicare Deduction field on the PR Federal Info form, Info tab. For Canadian users, this field is titled CPP Liability. For Australian users, this field is titled FBT Deduction.

Required.

Enter the deduction code specified in PR Deductions/Liabilities for Medicare. Press F4 for a list of valid deduction codes.

Canadian users: See the field definition for CPP Liability.

Australian users: See the field definition for FBT Deduction.

SS Liability

(US only) The SS Liability field on the PR Federal Info form, Info tab. For Canadian users, this field is titled EI Liability.

Required.

Enter the liability code specified in PR Deduction/Liabilities for FICA (Federal Insurance Contributions Act) Social Security. Press F4 for a list of valid liability codes.

Canadian users: See the field definition for EI Liability.

Medicare Liability

(US only) The Medicare Liability field on the PR Federal Info form, Info tab.

Required.

Enter the liability code specified in PR Deduction/Liabilities for Medicare. Press F4 for a list of valid liability codes.

Additional Medicare Tax

(US only) The Additional Medicare Tax field on the PR Federal Info form, Info tab.

Enter the deduction code specified in PR Deduction/Liabilities for the Additional Medicare Tax. Press F4 for a list of valid deduction codes.

For more information on setting up this deduction code, see United States Tax and Worker's Comp Routines.

YTD Supplemental Earnings Threshold

(U.S. only) The YTD Supplemental Earnings Threshold field on the PR Federal Info form, Info tab.

Enter the year-to-date supplemental earnings threshold. During payroll processing, if an employee's supplemental wages (those flagged for Supplemental Earnings in PR Earnings Codes) exceed this threshold, the system computes Federal tax using the rate specified in the Tax Rate field.

If the YTD supplemental earnings do not exceed this threshold, taxes are calculated as follows:

  • If the earnings are posted to a regular (non-Bonus) pay sequence, taxes are calculated using the Federal tax routine.
  • If the earnings are posted to a Bonus pay sequence, taxes are calculated using the Bonus rate defined for the Federal Tax deduction code.

Tax Rate

(U.S. only) The Tax Rate field on the PR Federal Info form, Info tab.

Required.

Enter the Federal tax rate to use for an employee's YTD supplemental earnings when they exceed the threshold specified in the YTD Supplemental Earnings Threshold field.

Tax Deduction

(CA only) The Tax Deduction field on the PR Federal Info form, Info tab.

Required.

Enter the federal tax withholding code from PR Deductions/Liabilities. Press F4 for a list of valid deduction codes.

CPP Deduction

(CA only) The CPP Deduction field on the PR Federal Info form, Info tab.

Required.

Enter the deduction code specified in PR Deduction/Liabilities for the Canada Pension Plan (CPP). Press F4 for a list of valid deduction codes.

CPP2 Deduction

(CA only) The CPP2 Deduction field on the PR Federal Info form, Info tab.

Required.

Enter the deduction code for the employee's portion of CPP2 (second additional Canada Pension Plan contribution). Press F4 for a list of valid deduction codes (set up in PR Deductions and Liabilities).

EI Deduction

(CA only) The EI Deduction field on the PR Federal Info form, Info tab.

Required.

Enter the deduction code specified in PR Deductions/Liabilities for Employee Insurance (EI). Press F4 for a list of valid deduction codes.

CPP Liability

(CA only) The CPP Liability field on the PR Federal Info form, Info tab.

Required.

Enter the liability code specified in PR Deduction/Liabilities for the Canada Pension Plan (CPP). Press F4 for a list of valid liability codes.

CPP2 Liability

(CA only) The CPP2 Liability field on the PR Federal Info form, Info tab.

Required.

Enter the liability code for the employer's portion of CPP2 (second additional Canada Pension Plan contribution). Press F4 for a list of valid liability codes (set up in PR Deductions and Liabilities).

EI Liability

(CA only) The EI Liability field on the PR Federal Info form, Info tab.

Required.

Enter the liability code specified in PR Deductions/Liabilities for Employee Insurance (EI). Press F4 for a list of valid liability codes.

QPP Deduction

(CA only) The QPP Deduction field on the PR Federal Info form, Info tab.

Enter the deduction code specified in PR Deduction/Liabilities for the employee's portion of the Quebec Pension Plan (QPP). Press F4 for a list of valid deduction codes.

QPP2 Deduction

(CA only) The QPP2 Deduction field on the PR Federal Info form, Info tab.

Enter the deduction code for the employee's portion of QPP2 (second additional Quebec Pension Plan contribution). Press F4 for a list of valid deduction codes (set up in PR Deductions and Liabilities).

QPIP Deduction

(CA only) The QPIP Deduction field on the PR Federal Info form, Info tab.

Enter the deduction code specified in PR Deduction/Liabilities for the employee's portion of Quebec Parental Insurance Plan (QPIP). Press F4 for a list of valid deduction codes.

QPP Liability

(CA only) The QPP Liability field on the PR Federal Info form, Info tab.

Enter the liability code specified in PR Deduction/Liabilities for the employer's portion of the Quebec Pension Plan (QPP). Press F4 for a list of valid liability codes.

QPP2 Liability

(CA only) The QPP2 Liability field on the PR Federal Info form, Info tab.

Enter the liability code for the employer's portion of QPP2 (second additional Quebec Pension Plan contribution). Press F4 for a list of valid liability codes (set up in PR Deductions and Liabilities).

QPIP Liability

(CA only) The QPIP Liability field on the PR Federal Info form, Info tab.

Enter the liability code you specified for the employer's portion of the Quebec Parental Insurance Plan (QPP) in PR Deduction/Liabilities. Press F4 for a list of valid liability codes.

PAYG Deduction

(AU only) The PAYG Deduction field on the PR Federal Info form, Info tab.

Required.

Enter the deduction code you specified for federal PAYG (Pay As You Go) tax withholding in PR Deductions/Liabilities. Press F4 for a list of valid deduction codes.

FBT Type 1 Liability

(AU only) The FBT Type 1 Liability field on the PR Federal Info form, Info tab.

Enter the liability code specified in PR Deductions/Liabilities for Type 1 Fringe Benefit Tax (FBT). Press F4 for a list of valid liability codes.

FBT Type 2 Liability

(AU only) The FBT Type 2 Liability field on the PR Federal Info form, Info tab.

Enter the liability code specified in PR Deduction/Liabilities for Type 2 Fringe Benefit Tax (FBT). Press F4 for a list of valid liability codes .

FBT Deduction

(AU only) The FBT field on the PR Federal Info form, Info tab.

Enter the deduction code specified in PR Deductions/Liabilities for Fringe Benefit Tax (FBT). Press F4 for a list of valid deduction codes.

DL Code

The DL Code field on the PR Federal Info form, Add'l Federal Based Dedns/Liab tab.

Enter a federal deduction or liability code that is not represented on the Info tab.

Payroll Program Account

(CA only) The Payroll Program Account field on the PR Federal Info form, Employer EI Liability Rates tab.

Required.

Enter the company's Payroll Program Account reference number.

Tip: This number begins with RP and is followed by four digits.

Program Account Description

(CA only) The Program Account Description field on the PR Federal Info form, Employer EI Liability Rates tab.

This field is not required.

Enter a Payroll Program Account description.

EI Liability Rate

The EI Liability Rate field on the PR Federal Info form, Employer EI Liability Rates tab.

Required.

Enter the EI liability rate for the selected Payroll Program Account. Defaults to .000000.

Notes

The Notes field on the PR Federal Info form, Employer EI Liability Rates tab.

This field is not required.

Enter any miscellaneous notes about this item.