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This article applies to:

  • Product: Accounting CS,Accounting CS Client Access
  • Subject: Payroll checks

Exclude a payroll item from a specific payroll schedule

You can exclude payroll items from being calculated on payroll checks that are associated with a specific payroll schedule. Excluding pay items, deduction items, or employer contribution items might be necessary if certain payroll items should apply only to payroll checks that are associated with certain payrolls.
To change a payroll schedule so that it excludes certain payroll items, follow these steps.
  1. Select
    Actions
    , then
    Enter Batch Payroll Checks
    .
  2. In the
    Enter Batch Payroll Checks
     screen, select
    Edit
    , then
    Options
     to open the
    Enter Batch Payroll Check Options
     window.
  3. Select the payroll schedule you want to change from the dropdown list.
    note
    If you need to create a new payroll schedule first, use the
    Payroll Schedules
     window, accessed by selecting the ellipsis in the Payroll Schedules section of the
    Payroll Information
     tab of the
    Setup
    , then
    Clients
     screen.
  4. In the Payroll Item Exclusions section, select
    Selected
     from the dropdown list by the
    Pay, Deductions, or Employer Contributions
     field, then select the ellipsis to open the
    Payroll Items Exclusions
     window.
  5. In the window, mark the checkboxes for any of the pay items, deduction items, or employer contributions items that should be excluded from payroll checks using this payroll schedule.
  6. Select
    OK
     to close the window, then select
    OK
     to save your changes and close the
    Options
     window.
    Example
    When you process a payroll batch using that payroll schedule, the payroll checks will include all applicable payroll items and exclude the ones you have specified.
    Example
    • The TechTo company pays its employees both a salary amount on a weekly basis and a standard bonus amount annually.
    • TechTo uses 2 separate payroll schedules, Weekly and Annual Bonus, and most employees are paid using both schedules.
    • TechTo offers a health care plan into which employees are to contribute (via deduction) a fixed amount from their regular weekly payroll checks. The Healthcare deduction should not be taken from the Annual Bonus check, so we’ll exclude the healthcare deduction from payroll checks that use the Annual Bonus payroll schedule.
    1. In the
      Payroll Items
       tab of the
      Setup
      ,
      Employees
       screen, set up the employee with the Salary and Bonus pay items and the Healthcare deduction.
    2. In the
      Actions
      , then
      Enter Batch Payroll Checks
       screen, select
      Edit
      , then
      Options
       to open the
      Enter Batch Payroll Check Options
       window.
    3. Select the Weekly payroll schedule and, in the Payroll Item Exclusions section, choose
      Selected
       from the
      Pay
       dropdown list, and then select the ellipsis.
    4. In the
      Pay Exclusions
       window, mark the
      Bonus
       checkbox to exclude the Bonus pay item from the Weekly payroll schedule.
    5. Select
      OK
      , then select the
      Annual Bonus payroll schedule
      .
    6. In the Payroll Item Exclusions section, choose
      Selected
       from the
      Pay
       dropdown list, and then select the ellipsis.
    7. In the
      Pay Exclusions
       window, mark the
      Salary
       checkbox to exclude the Salary pay item from the Annual Bonus payroll schedule.
    8. Select
      OK
       then in the Payroll Item Exclusions section, choose
      Selected
       from the
      Deductions
       dropdown list, then select the ellipsis.
    9. In the
      Deduction Exclusions
       window, mark the Healthcare checkbox to exclude the Healthcare deduction item from the Annual Bonus payroll schedule.