To create an employer expense (Easy Setup Assistant)

Please note that this task requires single-user access. (Single-user file locking)

You can repeat this task as many times as needed.

In the Payroll Categories step of the Payroll Easy Setup Assistant, click the New Expense button. The Employer Expense Information window will appear.

Enter a descriptive name for the employer expense in the Employer Expense Name field.

Review the linked accounts that appear; make sure they're the accounts you want to use for this employer expense.

The Linked Expense Account tracks the amounts you owe for the employer expense currently displayed in the Employer Expense Information window.

The Linked Payable Account tracks the amounts withheld from employee paychecks, as well as the amounts owed to the government by your company as employer expenses.

From the Type of Expense list, choose SUI (State Unemployment Insurance), SDI (State Disability Insurance) or Other.

Depending on your selection here, the remaining fields in the Employer Expense Information window will vary. If you're entering an Other expense type, complete steps 5 through 9 below. If you're entering an SUI or SDI expense type, complete step 5 and steps 10 through 12 below.

Mark Print on Paycheck Stub if you want information about the expense to appear on employee paycheck stubs whenever this expense is incurred on the employees' behalf. Both the expense amount for the current pay period and the accumulated amount for the year to date will appear on employee check stubs if this option is marked.

If you're entering an SUI or SDI expense type, complete steps 10 through 12.

Choose Equals __ Percent Of if this employer expense costs your business a percentage of a specific wage or deduction. If you choose this option, enter a percentage and select the wage or deduction the percentage will be based on. If you choose Federal Wages, the expense will be based on a percentage of the employees' federal taxable wages; if you choose State Wages, the expense will be based on a percentage of the employees' state taxable wages. With these selections, the expense won't be calculated on any tax-exempt wages.

An example of this selection is an employer expense for a life insurance program. If your company pays 50% of your employees' life insurance deductions, enter 50 in this field and select the life insurance deduction from the list. This selection appears only for expenses with a type of Other.

Choose Equals __ Dollars Per if this employer expense costs your business a specific dollar amount over a specific period of time. If you choose this selection, enter a dollar amount and select a time period -- Pay Period, Month or Year -- from the list. This selection appears only for Other types of expenses.

Specify a limit for this expense. If the calculated expense amount is greater than the limit you specify, the expense won't be calculated on the amount that exceeds the limit.

Choose No Limit if there's no limit on the amount of money that you can owe from this employer expense.

Choose Equals __ Percent Of if the maximum amount of money that this employer expense can cost your business is a percentage of a specific wage or deduction. If you choose this selection, enter a percentage and select the wage or deduction on which the percentage will be based.

Choose Equals __ Dollars Per if the maximum amount of money that this employer expense can cost your business is a specific dollar amount. If you choose this selection, enter a dollar amount and select a time period -- Pay Period, Month or Year -- from the list.

Click the Employee button if you want to assign the new employer expense to specific employees. The Linked Employees window for the employer expense appears. Mark the Select column next to each employee to whom you want to assign the employer expense. Click OK when you're finished.

Click the Exempt button to indicate which wages should not be assigned to this employer expense. The Employer Expense Exemptions window for the wage appears. Mark the Exempt column next to the wages that should be exempt. Click OK when you're finished.

If you chose SUI or SDI in step 4, enter or select the two-digit state code associated with this expense, then enter your company's state tax ID.

Depending on your selection in step 4, enter the SUI rate or SDI rate that applies to this expense.

If there is a wage limit for the expense, enter it in the Wage Limit field. (If you chose SUI in step 4, an amount may appear automatically.)