Description of Issue

Created a new Health Insurance deduction code and ran it through the payroll before realizing that it was not excluded from taxes

Context

Munis
Payroll
Deduction Exceptions
Accumulator Gross Verify

Cause

Resolution

Add in the appropriate exceptions by going to Payroll > Payroll Setup > Deduction and Benefit Master > Search for your deductions you want Health Insurance Excluded > click Exceptions > add the deduction to the range for a processing code that excludes those deductions
Go into Payroll>Payroll Administration>Accumulator Gross Verify.
1. This program calculates what it thinks the gross amount should be for your gross-based deductions by taking the gross wages and subtracting all excluded pays and deductions based on how they are currently setup in the exceptions program. So I would suspect to see their OLD gross as the amount that was processed that is currently sitting in their Accumulators and a NEW gross based on the exceptions changes that were just made. I confirmed when you look at the records and confirm the NEW gross is correct, you will output post those records and that will update their accumulators accordingly.
I recommended running the AGV for FICA and Medicare first, then running for Federal and State taxes. (Or run them all at the same time, if you don't mind looking at multiple records at one time).
Go into Deduction and Benefit Master and check the Adjust for rounding checkbox for the FICA and Medicare deductions. I recommended leaving those checked going forward.
1. Once that checkbox is checked, when the next payroll is run, the amounts will be fixed automatically in the next payroll. I recommended creating a test payroll in Train and pulling in a couple employees who had the incorrect amount last payroll so you can see how it works.
2. The federal and state amounts will be fixed when the W-2s are created at the end of the year.

Additional Information

Connect 2023 -Accumulator Gross Verify and Reconciliation Quarterly and Yearly Reports

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