If either YTD option is selected and the worker has an active Direct Deposit, the Net Pay direct deposit amounts are blocked and disabled in the Direct Deposit section.
Select Net to Gross from the Checks Add options menu. The Net to Gross screen displays.
Complete the following data:
Net Pay*: This is a required field. Enter the net pay. Valid range: 0 to 999,999,999.99.
Gross up to*: This is a required field. The drop-down menu displays the client’s active earnings that can be used for grossing up.
Output: The Output drop-down menu contains:
Create check (default)
Update YTD amounts
Update YTD amounts and print stub
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If either YTD option is selected and the worker has an active Direct Deposit, the Net Pay direct deposit amounts are blocked and disabled in the Direct Deposit section. |
In-house check number: The field is only enabled if either YTD option is selected in the Output field. Blank is the default. Otherwise, the In-House check number field is blank (default). The field is limited to 12 numeric digits.
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If a check number was entered, and Create Check is selected in the Output field, the In-house check number field is cleared and disabled. It is only re-enabled if the two YTD options are selected in the Output field. |
Earnings – The earnings selected in the Gross up to* field display in ascending alphanumeric order, along with the value, if applicable. Non-recurring earnings do not display.
If a check template was applied:
The non-recurring earnings specified in the template display.
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.
If the template blocked a scheduled recurring earning, the Block check box is selected and the amount or percent is crossed out.
If a check template was applied on a Paychex HR Solutions - PEO client:
The non-recurring earnings specified in the template display.
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.
If the template blocked a scheduled recurring earning, the Block check box is selected and the amount or percent is crossed out.
If the template contains a non-recurring Paychex HR Solutions - PEO administered plan pay component, the pay component does not display.
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 |
| Paychex HR Solutions - PEO administered plan |
EE health care contribution deduction ER health and benefits contribution deduction |
| 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 |
Name: The Name drop-down menu lists active client level earnings in ascending alphanumeric order. If the earning is recurring, the recurring icon displays after the name. If the pay component is Paychex administered, the plan cannot be modified. Contact Paychex to make any modifications.
Action:
Add: Inserts a row after the last non-recurring earning but before the first recurring earning.
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A Delete icon displays on non-recurring earnings. |
Delete: Removes the row from the grid for a non-recurring earning only.
Hours: Enter hours between -999.99 and 999.99.
Rate: This is a combo field that lists the loaded rates in order of rate order and track memo hrs/units. The Rate range is 0 to 9,999.9999.
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When a rate is selected, the rate amount displays in the Rate field. The Rate Number does not display. |
Amount: This field is enabled unless it is in a row containing a Gross up to earning. If the field is associated with a recurring earning and an amount exists, cross out the value if it is blocked. The valid range for this field is -9,999,999,999.99 to 9,999,999,999.99.
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The Amount field is disabled on a Gross up to earning. |
Percent: The percent rate for the pay component displays. If the field is associated with a recurring earning and a percent exists, cross out the value if it is blocked. The valid range for this field is 0 to 100.0000.
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When blocked, the percent of the recurring earning in the Percent field is disabled. |
Units: The units for the pay component displays. Valid range: -999999.99 thru 999999.99.
OT Factor: Overtime factors for the pay component displays, if available. Otherwise, defaults to the Overtime earning overtime factor. Select a valid option, or enter an OT Factor between .01 and 999.99.
Organization: The worker’s default home organization unit displays in the drop-down menu, if one is assigned. Select a valid option, or enter up to six (6) alpha-numeric characters.
Addl Amount: Enter an additional numeric amount between -9,999,999,999.99 and 9,999,999,999.99.
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. |
Block: When selected, the recurring earning is blocked and the amount, additional amount and/or percent are disabled.
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If the limit is met, the recurring is automatically blocked. |
Labor Assignments: 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.
Units: The units for the pay component displays. Valid range: -99999.99 thru 999999.99.
Line Date: Enter the date an employee earned a certain wage.
Deductions - Pay components with deductions display.
If a check template was applied:
The non-recurring earnings specified in the template display.
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.
If the template blocked a scheduled recurring deduction, the Block check box is selected and the amount or percent is crossed out.
If a check template was applied on a Paychex HR Solutions - PEO client:
The non-recurring deduction specified in the template display.
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.
If the template blocked a scheduled recurring deduction, the Block check box is select and the amount or percent is crossed out.
If the template contains a non-recurring Paychex HR Solutions - PEO administered plan pay component, the pay component does not display.
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 |
| Paychex HR Solutions - PEO administered plan |
EE health care contribution deduction ER health and benefits contribution deduction |
| 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 |
Name: The Name drop-down menu lists active client level deductions in ascending alphanumeric 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 Paychex to make any modifications.
Add: Inserts a row after the last non-recurring deduction but before the first recurring deduction.
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A Delete icon displays on non-recurring deduction. |
Amount: This field is enabled unless it is in a row containing a Gross up to deduction. If the field is associated with a recurring deduction and an amount exists, cross out the value if it is blocked. The valid range for this field is -9,999,999,999.99 to 9,999,999,999.99.
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The Amount field is disabled on a Gross up to deduction. |
Addl Amount: Enter an additional numeric amount between -9,999,999,999.99 and 9,999,999,999.99.
Percent: The percent rate for the pay component displays. If the field is associated with a recurring deduction and a percent exists, cross out the value if it is blocked. The valid range for this field is 0 to 100.0000.
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When blocked, the percent of the recurring deduction in the Percent field is disabled. |
Block: When selected, the recurring deduction is blocked and the amount, additional amount and/or percent are disabled.
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If the limit is met, the recurring is automatically blocked. |
Withholdings - Displays the worker’s Federal, State and Local tax coding, as applicable.
Tax Frequency - Displays the default frequency specified in the check template.
Federal Withholding
Name: Lists the withholding tax.
Method: Lists the tax calculation method. Valid options:
normal
supplemental
override
Amount: Displays the amount that exists in the check template.
If no amount exists, displays the amount set in worker tax.
If no worker tax exists, defaults to the system level amount.
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.
If no percent exists, displays the percent set in worker tax.
If no worker tax exists, defaults to the system level percent.
If no system level percent exists, the field is blank.
Addl Amount: Displays the additional amount in the check template.
If no additional amount exists, defaults to the additional amount set in worker tax.
Addl Percent: Displays the additional percent in the check template.
If no additional percent exists, defaults to the additional percent set in worker tax.
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.
If a check template is used, the method assigned to the check template for the state income taxes the worker is coded taxable for displays.
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If the worker qualifies for this state’s reciprocal agreement, the field is disabled and Reciprocal displays. |
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. |
If no amount exists, displays the amount set in worker tax.
If no worker tax exists, defaults to the system level amount.
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.
If no percent exists, displays the percent set in worker tax.
If no worker tax exists, defaults to the system level percent.
If no system level percent exists, the field is blank.
Addl Amount: Displays the additional amount in the check template.
If no additional amount exists, defaults to the additional amount set in worker tax.
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. |
Addl Percent: Displays the additional percent in the check template.
If no additional percent exists, defaults to the additional percent set in worker tax.
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. |
Allocation: Displays the percentage set up on worker tax (state income regulations).
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%.
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. |
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:
Kentucky locals
Oregon locals
New York MTA transit miscellaneous tax
Pittsburgh City Payroll Expense miscellaneous tax
Newark New Jersey
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.
If no percent exists, displays the percent set in worker tax.
If no worker tax exists, defaults to the system level percent.
If no system level percent exists, the field is blank.
The field is disabled/blank for the following regulations:
Colorado and Alabama OPT
New York MTA transit miscellaneous tax
The system level percent displays and the field is disabled for the following locals:
Alabama
Kentucky locals
Oregon locals
Pittsburgh City Payroll Expense miscellaneous tax
Newark New Jersey
Missouri
Ohio Employment
The system level percent for the following locals (the field can be modified):
Indiana
Pennsylvania
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:
OH locals
PA local income tax
NY local income tax
Delaware local income tax
Indiana local income tax
PEO Client
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:
Federal Income Tax
State Income Tax
New York City Locals
Percent for Locals/PEO Percentage: This field is always disabled for all regulations.
Addl Amount: This field is always disabled for all regulations, except:
Federal income tax
State income tax
PEO Allocation for Locals % of Earnings Taxed: This field is disabled for allocation percent loaded in worker tax for all regulations.