How_do_I_add_a_calculation_

How do I add a calculation?

A calculation uses a formula to determine an amount, percentage, or number. Use Calculations to set up the formulas that you will use in the Payroll application to calculate state, federal, and earned income credits. The calculation associates the calculation formula, calculation table, and pay code type.

Usually, these calculations will be set up for you when you purchased the Payroll application. Then, you only need to select the state and pay code to use the appropriate calculation. If you need assistance, please call customer service.

In Connect 2.x and 3.x: The Local and State tables stored the rates for calculating local and state taxes. In Connect 5.x, the Calculation table replaces the rate tables found in the State and Local tables.

 

Watch a video

  • Learn how you may need to update the variables in Calculations to support Connect 2019.11 or later. Watch a video (0m48s)  

 

Before you get started

  • Run Update Calculations to load the latest updates to the calculation formulas and calculation tables. To learn more, see the help topic titled How do I update calculations?

 

Adding a calculation

1. Open Connect Payroll > Organization > Calculations.

2. Click New (CTRL+N).

3. Enter the calculation name and abbreviated calculation name.

This is the name that will be displayed on reports and forms. When space is limited, Connect will use the abbreviated name.  

4. Select the calculation formula, calculation table, and pay code type.

5. Click Save (CTRL+S).

The calculation is saved.


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