Payroll - 94X Box Definition

 

Function

The 94X Box Configuration task is used to set up the Form 94X Contents and define the calculations required for each field. This task makes it possible to accommodate virtually any requirements for the IRS (SSA) standard 94X forms. Complete the information for each box on the 94X form as instructed below. The [Display additional options...] button provides access for creating a Code Listing report.


=> To access this task...

Select Employer Returns Processing from the Periodic Processing menu, then select 94X Box Definition.



94X Box Definition

 


About the Fields


To Enable Edits to the form select .


In the Tax Year field...

  • Enter the Calendar Tax Year that this Code Definition Applies to.

  • Click to select from a list of all valid codes.

  • Click the record navigating buttons; to view the first record, to view the previous record, to view the next record, and to view the last record.

From the Form Type dropdown...

  • Select 940 - FUTA for the Annual Federal Unemployment Form.

  • Select 941 - For the Standard Quarterly Employer Form.

  • Select 943 - For the Annual Agricultural Employer Form.

  • Select 944 - For the Annual or Non-Profit Employer Form.

In the Box ID field...

  • Enter the number or letter of the box line on the specific 94X form.  A description of the box appears in the next column

  • Click to select from a list of valid codes applicable to the given form.

In the Input Type radio buttons...

  • Select "Table Lookup" is Pay, Deduction, Taxes, or Contribution history is used to calculate the amount.

  • Select "Query" to create a "SQL" query to calculate the amount.

  • Select "Prompt User" to ask the user to enter the amount for the specified Box.


If a "Query" is selected, then you can construct a SQL query. Certain STBL's will be Evaluated, such as [YEAR] and [QTR].


Tax Form Box Definition Earnings tab


In the Pay Cd column...

Earnings Code, may be displayed as Pay Code on some modules.

  • Enter a valid pay code. A description of the pay code appears in the next column.

  • Click to select from a list of valid codes.

From the Operator dropdown...

  • Select the Plus Sign (+) if the amount in the Employee's Pay Code (Earnings History) Quarter or Year to Date Dollars is to be added to the amount being calculated.

  • Select the Minus Sign (-) if the amount in the Employee's Pay Code (Earnings History) Quarter or Year to Date Dollars is to be subtracted from the amount being calculated.

  • Select the None if the amount is to be ignored.

In the Multiplier field...

  • Enter a factor by which the amount in the designated code (and column) is to be multiplied for use in the calculation.

  • Enter 1 if no factor is to be used.

Tax Form Box Definition Deductions tab


In the PR Ded Cd column...

  • Enter a valid deduction code. A description of the deduction code appears in the next column.

  • Click to select from a list of valid codes.

From the Operator dropdown...

  • Select the Plus Sign (+) if the amount in the Employee's Deduction History Quarter or Year to Date Dollars is to be added to the amount being calculated.

  • Select the Minus Sign (-) if the amount in the Employee's Deduction History Quarter or Year to Date Dollars is to be subtracted from the amount being calculated.

  • Select the None if the amount is to be ignored.

In the Prem Rate column...

  • Enter a factor by which the amount in the designated code (and column) is to be multiplied for use in the calculation.

  • Enter 1 if no factor is to be used.

Tax Form Box Definition Taxes tab


In the Tax Cd column...

  • Enter a valid tax code. A description of the tax code appears in the next column.

  • Click to select from a list of valid codes.

From the Operator dropdown...

  • Select the Plus Sign (+) if the amount in the Employee's Tax History - Quarter or Year to Date Column is to be added to the amount being calculated.

  • Select the Minus Sign (-) if the amount in the Employee's Tax History - Quarter or Year to Date Column is to be subtracted from the amount being calculated.

  • Select the None if the amount is to be ignored.

From the Column dropdown...

  • Select Which Column of the Employee's Tax History is to be used.

  • Select Gross Wages to use the Gross Wages Column for the Calculation.

  • Select Taxable Wages to use the Taxable Wages Column for the Calculation.

  • Select Tax Amount to use the Tax Amount Column for the Calculation.

In the Premium Rate column...

  • Enter a factor by which the amount in the designated code (and column) is to be multiplied for use in the calculation.

  • Enter 1 if no factor is to be used.

Tax Form Box Definition Contributions tab


In the PR Cont Cd column...

  • Enter a valid Contribution code. A description of the contribution code appears in the next column.

  • Click to select from a list of valid codes.

From the Operator dropdown...

  • Select the Plus Sign (+) if the amount in the Employee's Contribution History - Quarter or Year to Date Column is to be added to the amount being calculated.

  • Select the Minus Sign (-) if the amount in the Employee's Contribution History - Quarter or Year to Date Column is to be subtracted from the amount being calculated.

  • Select the None if the amount is to be ignored.

From the Column dropdown...

  • Select Which Column of the Employee's Contribution History is to be used.

  • Select Gross Wages to use the Gross Wages Column for the Calculation.

  • Select Basis to use the Basis Wages Column for the Calculation.

  • Select Contribution Amount to use the Contribution Amount Column for the Calculation.

In the Multiplier field...

  • Enter a factor by which the amount in the designated code (and column) is to be multiplied for use in the calculation.

  • Enter 1 if no factor is to be used.

Note: A Pay, Deduction, Tax, or Contribution Code may appear multiple Times to calculate a difference for instance.


When finished entering 94X Box Definition Information...

  • Click to save the record.

  • Click to clear the form and begin again.

  • Click to delete the record selected

If the window is closed without saving the record, the module issues this confirmation prompt:


  • Click [Yes] to save the changes.

  • Click [No] to return to the Payroll Employer Returns Processing Menu without saving the record.

  • Click [Cancel] to return the 94X Box Definition Code you are Editing.

Selecting the [Display additional options...] button



There is the choice to print a listing of all 94X Box Definitions.

 

Sample 94X Box Definition Listing

 

See Output Options

 



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