PRQ1. Explain how to print a Deduction on a w-2:
PRA1. Dos - Pr Profile Maintenance, Forms Maintenance, w-2 format maintenance then hit page down and go to line 7 and put the ben/ded code as start code and end code and put in the coordinates at which to print. You can also use line 1for the code and line 5 for the coordinates.
Windows - Options, codes, W-2 format, If you want the info in box 13 you select the special box if you want the info in box 14 you select the other box. You will put the code you wish to print and if you want it to print the description or amount make sure you check those boxes. The letterbox is for printing a special letter next to the amount.
PRQ2. In windows, After doing a dos to Windows conversion you go into pr and you cannot get into the enter payroll WHY?, and how do you fix it?
PRA2. This is because pr requires a partial manual conversion. This is explained on pages 19 and 20 of the payroll manual. All tax tables convert over as Federal Tax tables. The reason for this is that dos did not have anything to distinguish between state, local, Federal. You have to change each table to the appropriate type. All leave codes convert over as vacation code. Again because dos did not know the difference. You need to change these as well. The last and usually forgotten step is under option, file maintenance, recalculate wages in open files.
PRQ3. Are benefits taxable with a shelter code?
PRA3. Dos and Windows – Yes. Benefits are sheltered from taxes without a shelter code. If you put a shelter code on a benefit you are making it taxable.
PRQ4. What is the DE6?
PRA4. This is a state unemployment report specifically designed for the State of California. It is a add-on for both dos and windows
PRQ5. What data file holds the employee information?
PRA5. Dos – Prmasd
Windows – Prmsd.dbf
PRQ6. Does Pr use your fiscal calendar periods when running reports?
PRA6. Dos and Windows - No, Pr has it’s own calendar
PRQ7. In Windows, what file controls the check printing?
PRA7. Prcustom.rp5, P8Custom.rp5, P2Custom.rp5
PRQ8. If you need to make a employee exempt from Federal taxes but still needs to have FICA calculated on them, What do you do?
PRA8. Dos and Windows - You put in 99 for the number of exemptions.
PRQ9. Why did my payroll not recalculate the taxes after I modified the pay amounts?
PRA9. Dos and Windows - Each transaction has a calculate taxes flag on it. If you go through the Calculate Taxes step then change the wages you have to change the calculate taxes flag back to all for the system to know that you need these taxes recalculated. This will only recalculate the taxes. It will not recalculate any ben or deductions that are based on percent of gross or units. You will have to manually do this.
PRQ10. Does the edit report show taxable wages?
PRA10. NO.
PRQ11. Where are the expense accounts kept for Pr?
PRA11 Dos – Pr, Profile Maintenance, Dept Code Maintenance.
Windows – Options, Codes, Dept Codes.
PRQ12. Where is the current year end Held?
PRA12. Dos – Pr, Profile Maintenance, Constants Maintenance, line 12.
Windows – Options, Module Preferences, General Info tab.
PRQ13. In Dos, Why would Benefits and/or deductions not process during time entry.
PRA13. When processing pr you have to enter the hours then hit save. After hitting save you need to hit F4 to process the ben ded’s. If F3 is hit it will skip all deductions and go to the next employee.
PRQ14. Which report will spilt the FICA into Social Security and Medicare?
PRA14. Dos - The EFTPS Report is a report that will split the Social Security and Medicare up and tell an employer what amounts they have to pay in for taxes.
Windows – The Pre–printed EFTPS report will give for the current pr. The EFTPS History report will give for all posted pr.
PRQ15. In Windows, When printing checks, why would you not get a heading on your check stub?
PRA15. You have your check format set to preprinted. Change it to plain paper.
PRQ16. What data file is the Ben\Ded held in?
PRA16. Dos – PRMBDD.XXX
Windows – xxxPRMBD.DBF
PRQ17. What 2 formats does CMS support for direct deposit?
PRA17. Nacha and NPC
PRQ18. In Dos, The time is doubled in payroll period processing. Why?
PRA18. If a person uses the daily transactions, this can happen when you extract from daily in period processing and bring over all of those entries in daily. If you have wrong hours on one employee, You can not change those hours since they were put in under daily processing. So you delete that transaction and create another with the correct units. You finish this payroll and post. When the payroll period posts it clears out the daily cumulative report. But since we deleted one transaction that transaction was not cleared. So what happens is next time you process pr you will get those same hours again. The only way to get rid of those hours is to go into daily processing, transaction maintenance, Clear daily file. You will get a warning message press enter then clear. A easy way to see if there is anything sitting in daily processing is to print the cumulative daily report.
PRQ19. What are the differences between the 941 (Employers Quarterly) and the 941A?
PRA19. The 941 (Employers Quarterly) report is the one they have to turn into the government at the end
of each quarter. This shows the total taxable wage for Federal and FICA. The 941A report is run for Federal/State/Local unemployment tax and for employee and employer FICA.
PRQ20. In Windows, On the W-2 screen the tab labeled Special Box corresponds to what box on the W-2 form itself?
PRA20 Box 13
PRQ21. The Ben\Ded amounts are incorrect. How do you fix it?
PRA21 Dos – At the system menu type in 99. For program name to run you will type prutil. Then enter your company code and any passwords asked for. You select the employee number, then go to prmbdd – Employee Benefits and Deductions. Select the first deduction and for year to date put in the correct figure. Save. Continue to do this until finished.
Windows – Open the utility and then find file prmbd, you can then sort this file by employee and then you can change the amounts in fields. This file stores amounts by month. You will need to change the totals to make all months add to the correct total.
PRQ22. How do you increase Federal Withholding, Social Security, Medicare, State Withholding without affecting pay?
Dos - Go to payroll. Select Payroll Period Processing. Select Transaction Maint. Add a transaction using a Transaction Type "1", Non-check addition. Add the adjustment amount to the tax fields. Enter a dollar amount for gross (detail maint., line 20).* The gross pay amount is used to allow the tax amount to have something to SUBTRACT from. The program will not process negative tax amounts. SAVE the transaction(s). Calculate Taxable Wages. Post Transactions. Add a transaction using Transaction Type "4", Return Check\Adjustment. Add a reversing amount to GROSS PAY ONLY, no tax amount. This amount should be the same amount added to this employee in the previous transaction. SAVE the transaction(s). Calculate Taxable Wages. Post Transactions.
Windows – Enter pr, Prepare Pr, Enter Adjustments, Select employee, Transaction type will be non-check addition. Change the calculate taxes to none. Now go to the federal and local taxes tab and enter the amount you want to increase by. (You can do this for state as well). Now go to wages\ben and put in the same amount for wages. Save this. Now you need to select the same employee and do a transaction type of adjustment and calculate taxes should be none. Now go to wages\ben and put in the amount of pay. Save it. Calculate taxes and post.
PRQ23. How do I put a X on box 15 of the W-2?
PRA23. Dos – This is a 2 step process. Step one, On the employee maintenance screen you need to have the w-2 check boxes checked on each employee. Step 2, On the w-2 format maintenance screen on the second page it asks for pension plan codes and deferred comp codes, you need to have the Ben\Ded codes that make it these type here.
Windows – This is a 2 step process. Step one, On the employee screen under tax information you need to have the check on the appropriate box. Step 2 you need to go to the w-2 format screen and put the pension plan code in the pension plan check off box, The same for the deferred comp boxes.
PRQ24. You have all the applications installed and you need to reverse a posted pr, how do you do this?
PRA24. Dos – Payroll period processing, Transaction Maintenance, Add transaction, select employee, put transaction type of 4 for return check adjustment. On the check number field you will have a lookup. Select the appropriate check, and when asked if want to void in cr say yes and then the screen will be filled in the all appropriate figures. Save and calculate taxes and post.
Windows – Enter pr, Prepare pr, Enter Adjustments, Select employee and transaction type of adjustment, Under check number you will have a lookup, Select the appropriate check and then check the void in Br and the rest of the screen will fill out. Save and calculate taxes and post.
PRQ25. In Windows, what boxes on the w-2 does the w-2 format allow you to modify?
PRA25. W-2 Format allows you to specify what information to print in fields 8-15 of the w-2. Box 8 is for Allocated Tips, Box 9 for EIC payments, Box 10 for Dependant care benefits, Box 11 for Nonqualified plans, Box 12, for Benefits included in box 1, Box 13 is the special box, Box 14 is the Other box.
PRQ26. What box on the w-2 is the special box and where do I go to put information on it?
PRA26. Dos – Box 13, In the W-2 format screen on the second page you have a line that says special box \line you put the info here and put the line number you want it to print on. Farther down you have the column coordinates to print the info on.
Windows – Box 13, In the W-2 format the special box tab you have the code and print amount and description and you place the code you wish to print on the w-2.
PRQ27. What data files are affected when I close the year?
PRA27. Dos – Prtotald, prmbdd, prprofd, propend, prlined.
Windows – Prtot.dbf, propn.dbf, prlin.dbf, prmbd.dbf
PRQ28. What data file runs the w-2?
PRA28. Dos – Prtotald, prtaxd.
Windows – Prtot.dbf, prtax.dbf
PRQ29. What report has the following info Social Security, Medicare, Federal Withholding, Federal Unemployment?
PRA29. Dos – The EFTPS Report
Windows – The preprinted EFTPS report, the History EFTPS report.
PRQ30. How do I setup an employee on EIC?
PRA30. Dos - Check the eic table Maintenance and verify the table is correct then attach the eic code to the employee under employee Ben\Ded maintenance. For the apply amount leave it blank.
Windows – Check the eic table and verify the table is correct. Then go to Employee and Ben\Ded and attach like a ben ded code.
PRQ31. What is the use amount remaining field for on a Ben\Ded?
PRA31. Dos and Windows – Most commonly for loans or something that has a fixed amount that you want to stop after it reaches that amount.
PRQ32. What do you do if the w-2 amounts are incorrect?
PRA32. Dos – Make a backup then you can recalculate the Prtotald file.
Windows – Make a backup and then run the recalculate wages in open files.
PRQ33. How do you Decrease Federal Withholding, FICA, Medicare or State Withholding without affecting pay?
Dos - Go to payroll. Select Payroll Period Processing. Select Transaction Maintenance. Add a Transaction using a Transaction type "4", Return Check/Adjustment. Add the adjustment amount for the withholding. Enter the SAME dollar amount for Gross Pay (Detail Maintenance, Line 20). Save the transaction. Calculate taxable wages. Post transaction. Add a transaction using a Transaction type 0 or 1 for wages only. No taxes. Save the transaction. Calculate taxable wages. Post transaction.
Windows – Go to Prepare pr, Enter pr, Enter adjustments, select employee and make the transaction type a adjustment, then go to the federal and local tab and put in the amount you will be decreasing by. Now go to wages ben and put in the same number as the wage. Save it then on the next transaction select the same employee and then select transaction type as non-check addition, go directly to wages ben and put in the same amount of pay as the deduction amount.
PRQ34. Name the data files in use when preparing pr?
PRA35. Dos - Prtrand, Prtranx, Prtdetd, Prtdetx.
Windows – PH___.dbf, PK___.dbf, PW___.dbf, PRBAT.dbf
PRQ35. What data file contains the Tax Tables?
PRA35. Dos – Prtaxd
Windows – Prtax.dbf
PRQ36. In Windows, the 941 Schedule B gives you all 0’s, What do you do?
PRA36. On the 941 Screen hit edit on the appropriate Quarter then you need to hit the recalculate button.
PRQ37. Name the reports that show taxable wages.
PRA37. EFTPS History Report, Taxable Wage, 941, 941A, W-2 Magnetic Media W-2, DE6
PRQ38. How do I put Eic on the W-2?
PRA38. Dos – Profile Maintenance, Forms Maintenance, W-2 format line 9 Eic code, place the eic code here then one line 10 put the line and column number of where to print.
Windows – Options, Codes, w-2 format, Select tab that says Advanced Eic Payment and put code here and tell to print info.
PRQ39 In Dos, How do rebuild the Prtotald file?
PRA39. Backup, Pr, Profile Maintenance, Data/Index File Maintenance, Validate history files, Press enter for employee number then hit f4. If nothing prints, then go to the system menu, type 98, change current file prtotald.xxx. Set end of file to 0. Shift F7 to exit. Now go pack the Prtotald, Now Recalculate Taxable wages.
PRQ40. What does the recalculate wages in open files do?
PRA40. This utility program zaps the prtot.dbf file and then zero’s out the ded amounts. Recalculates taxable wages off the propn.dbf and prlin.dbf then splits the social security and Medicare by looking at the federal tax table. Rebuilds prtot.dbf off propn.dbf. Rebuilds the ben ded by month off the prlin.dbf files.
PRQ41. In Dos, What data file holds the current year end?
PRA41. Prsystem