Gross to Net
Earnings – Pay components with earnings and any scheduled recurring earnings display. Non-recurring earnings do not display.
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If a check template was applied:
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The non-recurring earnings specified in the template display.
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If the worker has scheduled recurring earnings, they display after the non-recurring earnings in ascending alphanumeric order, along with the amount or percent, if applicable.
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If the template blocked a scheduled recurring earning, the Block check box is selected and the amount or percent is crossed out.
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If a check template was applied on a PEO client:
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The non-recurring earnings specified in the template display.
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If the worker has scheduled recurring earnings, they display after the non-recurring earnings in ascending alphanumeric order, along with the amount or percent, if applicable.
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If the template blocked a scheduled recurring earning, the Block check box is selected and the amount or percent is crossed out.
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If the template contains a non-recurring PEO administered plan pay component, the pay component does not display.
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If the pay component is any of the following, it cannot be modified. Any values display in the associated fields, but the entire row containing the pay component will be disabled.
| Paychex administered plan |
Health savings account earning
401(k) earning
401(k) deduction
Flexible savings account deduction
Health savings account deduction
Group term life insurance deduction
EE health care contribution deduction
ER health and benefits contribution deduction
Garnishment deduction
Garnishment fee deduction
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| Paychex HR Solutions - PEO administered plan |
EE health care contribution deduction
ER health and benefits contribution deduction
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| Paychex HR Solutions - PEO worker |
Post tax insurance deduction
Paychex HR Solutions - PEO adjustment deduction
Paychex HR Solutions - PEO adjustment reimbursement
S-Corp health insurance earning
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| Name: |
Active client level earnings display in ascending alphanumeric order.
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| Hours: |
Displays the hours for the worker if standard pay was applied and the work has default standard hours. Otherwise, the field defaults to blank.
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| Rate: |
The rate for the pay component displays.
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When a rate is selected, the rate amount displays in the Rate field. The Rate Number does not display.
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| Amount: |
The amount field is used to enter or display any loaded values once the employee is paid using Pay Standard. If no standard amount applies for the pay component, the field is blank.
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When blocked, the amount of the recurring earning in the Amount field is disabled.
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| %: |
The percent rate for the pay component displays.
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When blocked, the percent of the recurring earning in the Percent field is disabled.
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| Units: |
The units for the pay component displays. Valid range: -999999.99 thru 999999.99. |
| OT Factor: |
Overtime factors for the pay component displays in the drop-down menu, if available. Otherwise, the field is blank. Select a valid option, or enter an OT Factor between .01 and 999.99.
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| Addl Amount |
Enter an additional numeric amount between -9,999,999,999.99 and 9,999,999,999.99.
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When blocked, the amount of the recurring earning in the Amount field is disabled.
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| Addl Rate |
Enter an additional rate between .01 and 9999.9999.
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If the zero (0) or 0.00 (Track memo) display in the Rate field, the Addl Rate field is disabled.
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| Block |
When selected, the recurring earning is blocked and the amount, additional amount, and percent are disabled. |
| Labor Assignment |
Labor assignments are set up on a client to allocate employee payroll amounts through the Labor distribution product. A unique Labor assignment can be established with any combination of Organization unit, Business location, or company position. |
| Job |
A job is set up on a client to allocate employee payroll amounts through job costing. |
| State |
State taxes can be reallocated by changing the state regulations. |
| Local |
Local taxes can be reallocated by changing the local regulations. |
| Line Date |
Enter the date an employee earned a certain wage. |
Deductions - Pay components with deductions display.
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If a check template was applied:
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The non-recurring earnings specified in the template display.
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If the worker has scheduled recurring deductions, they display after the non-recurring deductions in ascending alphanumeric order, along with the amount or percent, if applicable.
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If the template blocked a scheduled recurring deduction, the Block check box is selected and the amount or percent is crossed out.
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If a check template was applied on a PEO client:
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The non-recurring deduction specified in the template display.
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If the worker has scheduled recurring deduction, they display after the non-recurring deductions in ascending alphanumeric order, along with the amount or percent, if applicable.
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If the template blocked a scheduled recurring deduction, the Block check box is select and the amount or percent is crossed out.
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If the template contains a non-recurring PEO administered plan pay component, the pay component does not display.
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If the pay component is any of the following, it cannot be modified. Any values will display in the associated fields, but the entire row containing the pay component will be disabled.
| Paychex administered plan |
Health savings account earning
401(k) earning
401(k) deduction
Flexible savings account deduction
Health savings account deduction
Group term life insurance deduction
EE health care contribution deduction
ER health and benefits contribution deduction
Garnishment deduction
Garnishment fee deduction
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| Paychex HR Solutions - PEO administered plan |
EE health care contribution deduction
ER health and benefits contribution deduction
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| Paychex HR Solutions - PEO worker |
Post tax insurance deduction
Paychex HR Solutions - PEO adjustment deduction
Paychex HR Solutions - PEO adjustment reimbursement
S-Corp health insurance earning
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| Name: |
The Name drop-down menu lists active client level deductions in ascending alpha-numeric order. If the deduction is recurring, the recurring icon displays after the name. If the pay component is Paychex administered, the plan cannot be modified. Contact your Paychex representative to make modifications.
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| Amount: |
The amount field is used to enter or display any loaded values once the employee is paid using Pay Standard. If no standard amount applies for the pay component, the field is blank.
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When blocked, the amount of the recurring deduction in the Amount field is disabled.
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| Addl Amount: |
Enter an additional numeric amount between -9,999,999,999.99 and 9,999,999,999.99.
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When blocked, the amount of the recurring deduction in the Amount field is disabled.
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| Percent: |
The percent rate for the pay component displays. Valid range: 0 to 100.0000.
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When blocked, the percent of the recurring deduction the Percent field is disabled.
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| Block: |
When selected, the recurring deduction is blocked and the amount, additional amount and percent are disabled.
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If the limit is met, the recurring is automatically blocked.
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Withholdings – Displays the worker’s Federal, State, and Local tax coding, as applicable.
Tax Frequency – Displays the default frequency specified in the check template. Valid options:
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Weekly
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Biweekly
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Semi-monthly
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Monthly
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Quarterly
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Semi-Annual
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Annual
Federal Withholding
Name: Lists the withholding tax.
Method: Lists the tax calculation method. Valid options
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normal
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supplemental
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override
Amount: Displays the amount that exists in the check template.
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If no amount exists, displays the amount set in worker tax.
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If no worker tax exists, defaults to the system level amount.
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If no system level amount exists, the field is blank.
Do Not Withhold: When checked, tax is not withheld for the check.
Percent: Displays the percent that exists in the check template.
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If no percent exists, displays the percent set in worker tax.
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If no worker tax exists, defaults to the system level percent.
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If no system level percent exists, the field is blank.
Addl Amount: Displays the additional amount in the check template.
Addl Percent: Displays the additional percent in the check template.
State Withholding
Name: Lists the tax regulation names set up on the worker.
Method: Lists the tax calculation method set up on the worker. Valid options: normal, supplemental, override.
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If the worker qualifies for this state’s reciprocal agreement, the field is disabled and Reciprocal displays.
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Amount: Displays the amount that exists in the check template.
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The field is disabled for non-income tax states, SUI, Surcharge, and DBL.
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If no amount exists, displays the amount set in worker tax.
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If no worker tax exists, defaults to the system level amount.
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If no system level amount exists, the field is blank.
Do Not Withhold: When checked, tax is not withheld for the check.
Percent: Displays the percent that exists in the check template.
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If no percent exists, displays the percent set in worker tax.
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If no worker tax exists, defaults to the system level percent.
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If no system level percent exists, the field is blank.
Addl Amount: Displays the additional amount in the check template.
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If no additional amount exists, defaults to the additional amount set in worker tax.
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If no worker tax exists, the field is blank.
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The field is disabled for non-income tax states, Employee SUI, Disability, Workers’ Compensation, and Employee Surcharges.
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Addl Percent: Displays the additional percent in the check template.
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If no additional percent exists, defaults to the additional percent set in worker tax.
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If no worker tax exists, the field is blank.
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The field is disabled where the worker qualifies for a reciprocal agreement, for non-income tax states, Employee SUI, Disability, Workers’ Compensation, and Employee Surcharges.
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Allocation: Displays the percentage set up on worker tax (state income regulations).
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If there are two state income taxes (including non-income tax states) and one is changes, the remaining state is automatically updated to equal 100%.
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If more than two states, the remaining states are not automatically updated to equal 100%.
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The field is disabled for Employee SUI, Disability, Workers’ Compensation, and Employee Surcharges.
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Local Withholding
Name: Displays each local set up on the worker.
Tax Information: This field is read only. Displays tax information set up on the worker.
Method: Lists the tax calculation method set up on the worker. Valid options: normal, supplemental, override.
Amount: Displays the amount that exists in the check template. The field is disabled/blank for the following regulations:
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Kentucky locals
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Oregon locals
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New York MTA transit miscellaneous tax
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Pittsburgh City Payroll Expense miscellaneous tax
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Newark New Jersey
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Missouri Miscellaneous tax
Do Not Withhold: When checked, tax is not withheld for the check.
Percentage: Displays the percent that exists in the check template.
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If no percent exists, displays the percent set in worker tax.
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If no worker tax exists, defaults to the system level percent.
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If no system level percent exists, the field is blank.
The field is disabled/blank for the following regulations:
The system level percent displays and the field is disabled for the following locals:
The system level percent for the following locals (the field can be modified):
For an Ohio resident (when working in a local with no local rate), the percent from worker tax displays, and the field can be modified.
For New York income locals, a percentage does not display unless the Method is Supplemental. When Supplemental is selected for New York, the Supplemental percentage displays and the field can be modified.
% of Earnings Taxed: The default percentage set up on worker tax (local income regulations) displays.
For an Act 32 PA local (PA local coding in system tax) regulation with a PA Work/Live status equal to "Lives here/works in a different PA local”, the field is disabled/blank.
Additional Options: This only displays for the following locals:
Paychex HR Solutions – PEO Clients
Tax Frequency: This field is always disabled for all regulations.
Do Not Withhold: This field is always disabled for all regulations.
Method: Normal displays and the field is disabled except for the following regulations:
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Federal Income Tax
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State Income Tax
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New York City Locals
Percent for Locals/Percentage: This field is always disabled for all regulations.
Addl Amount: This field is always disabled for all regulations except:
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Federal income tax
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State income tax
Allocation for Locals % of Earnings Taxed: This field is disabled for allocation percent loaded in worker tax for all regulations.