Entering Prior Payroll History in Patriot Software

如果您在日历年的第一个付款日期之后的任何时候开始使用爱vwin彩票开户国者软件，则进入日历年的所有员工之前的薪资历史记录非常重要。This will ensure that taxes calculate properly and that W-2s will be correct at year-end.

You must enter all prior payroll historybeforerunning payrolls in Patriot Software. Some taxes such as Social Security and Unemployment are calculated on the employee’s first “X” dollars per calendar year. Entering payroll history ensures that the limits have been updated so that the taxes in Patriot Software also will be correct. If you need to enter payroll history后running a payroll, please contact Customer Support.

Before you enter payroll history, please make sure you:

• Add all of your employees into Patriot Software.
• 将任何员工扣除额/捐款添加到员工记录中。
• 添加您的印度税率。
• Have the hours, wages, deductions, and tax amounts for each pay date for each employee available from the beginning of the year, including the current quarter.
• 输入员工历史记录from oldest to newest,从今年的第一季度开始，一直到当前季度。对于今年的前几个季度，您可以通过付费日期或本季度的一次性付款输入任何水平的员工详细信息。对于本季度，您需要输入历史记录到每个付费日期，最新到最新。这将允许我们的可选纳税申请服务（对于全服务薪资客户）或您自己的会计师来确定本季度代表您存入和申请的工资税。如果您是941附表B申请人，则需要按全年的付费日期输入。

To enter payroll history:

In the setup wizard, after you add all of your employees, you will be asked if your company has paid any employees this year. Answer “Yes” to begin entering your payroll history.

Enter Payroll History

1. Select your previous payroll provider. This will help us direct you to the reports you need from them.
2. 输入开始日期和结束日期，以及此条目的检查日期。这些日期对您来说应该是有意义的，无论是薪水日期还是四分之一末期，只要您可以确定先前的工资时间范围。您输入的日期将适用于您正在为此工资记录的所有员工。请注意，工资记录检查日期必须在当年。
3. 从下拉列表中选择员工。您将一次输入一名员工的信息，但以后可以添加更多员工。
4. The grid will show ALL types of hours, money, deductions, and company paid contributions that are set up at the Company level. Enter the amounts that apply to this employee. If a field does not apply, leave it blank. Click “Continue。”
5. 如果员工有扣除或捐款，请在此处输入金额。请注意，在此页面出现之前，必须首先将扣除额和贡献添加到员工中。如果您需要返回并添加扣除额或贡献，请单击向导中的“审查设置”步骤，然后单击要编辑的员工。然后开始此薪酬期历史记录。
6. Next, enter the employee taxes that were actually withheld for this pay period. Enter the employer taxes for this pay period in the bottom section. If a tax does not apply, enter $0. After you enter all amounts, the totals will appear at the bottom, including the calculation of gross to net pay. Click “Continue.“
7. 在这一点上，我们将根据我们拥有的税收信息确保您输入的税额是正确的。如果我们发现我们认为税收的差异有所不同，那么您将有机会“审查工资”返回条目页面并进行更正，或者单击“忽略”以继续。当您完成所有薪资历史记录时，我们将为您介绍发现的差异。

如果你有一个以上的员工支付period, you can now repeat the process for each employee.

Pay Period Summary

A summary of this employee’s check totals will display for the pay period. You can edit or delete this employee’s payroll history here. You can also add more employees to this pay period. When you are finished entering all employees for this pay period, click “Continue.“

You can now add more pay periods as needed.

Approve Payroll History

A summary list of payroll history checks will display, showing each pay period and number of employees. You can go back and edit any of the pay periods as needed before you approve your overall payroll history. When you have finished entering payroll histories for this date for all employees, click the “Approve Payroll History” button. Click “Yes” to the question that you are done entering all of your payroll history.

审查税收调整

Patriot will check to be sure the taxes you entered match our calculations, based on your tax rates and employee earnings. If the amount of employee and/or employer tax that you entered in your payroll history does not match our calculations, you will see a page to review the tax adjustments. Details showing the difference between our calculated tax amounts and the tax amounts you entered are displayed by pay date. If needed, you can edit the employee’s payroll history in order to fix the tax amounts, or if you want to accept the tax adjustments as they are, click “Accept Tax Adjustments.” Patriot will assume that you will make any tax corrections to your past records, so your tax calculations will be correct going forward.

Note that once you enter payroll history info for a particular Hours Type, Money Type, Deduction, or Contribution, you can no longer delete these from your Company lists. Likewise, once you enter payroll history info on an employee’s record, these types are no longer able to be deleted from the employee’s record. If you have deduction and/or contribution limits for an employee, the amounts you entered in Payroll History will apply to the limits.

如果您需要完全失去员工的薪资历史记录，请参阅Voiding a Payroll History Entry。

薪资历史记录税收

爱国者只会收取与您的税收日期相关的时间段的工资税。您可以通过转到您选择的收购日期来查看哪个日期Settings> Tax Service Settings > Tax Takeover Details.

是什么决定了什么税？

Taxes that are collected are dependent on the date that you selected when initiating your tax filing service and also at the deposit frequency you have selected for each of your payroll taxes.

If you are a semi-weekly depositor (vs a monthly depositor), you would have selected the tax takeover date based on the payroll history you selected in the software. Semi-weekly depositors select the first day of the pay period they want Patriot to begin collecting, depositing and filing taxes. Monthly depositors will only select the month, which will default to the first of the month selected.

Note: Patriot collects all taxes due annually by the January 31 deadline. If you used a previous payroll provider and they collected and deposited these funds for you, please contact Customer Support.

Let’s go over a few scenarios to help you determine what falls under your responsibility and what falls under Patriot’s responsibility based on the “tax takeover date”, or the date you selected for your payroll tax filing service to begin.

What taxes are collected when the first day of the quarter is selected?

Say you select a takeover date of July 1, which is the beginning of the third quarter. Because you chose a tax takeover date at the beginning of Quarter 3, Patriot will not collect Any tax liabilities due from the first or second quarters of the year. But, we will collect taxes due annually (e.g., federal unemployment taxes).

当您是半周的存款人时，收取哪些税款？

如果您的存款频率是semi-weekly，爱国者收取半周的税due on or after收款日期。我们将notcollect taxes duebefore无论您何时输入薪资历史记录，您选择的接管日期。但是，我们仍然收取本季度以每季度存款频率和税收税率的所有税款。

What taxes are collected when you are a monthly depositor?

每月存款频率最为普遍，以及季度的SUTA存款和年度联邦失业税。

使用此图表来确定输入历史记录时将收取哪些税款monthlydepositor.

工资记录报告

批准工资记录并授权收税后，您可以查看您进入的工资记录。Reports > Payroll Reports > Payroll Details.Select the date range for the payroll history and click “Run Report.”

To view the tax collection report for the payroll history, go to Reports > Payroll Tax Reports > Tax Collections. If you enter payroll historybeforeyou select a takeover date, the payroll history tax collection says “Takeover Collection.” As a reminder, you can view what date that you selected as your takeover date by going toSettings> Tax Service Settings > Tax Takeover Details.

If you enter and approve payroll history后you select a takeover date, the collection says “Payroll History.”

Click the transaction ID number to view a PDF of the tax collection. The PDF details what taxes Patriot did and did not collect.