How_do_I_check_for_different_YTD_employee_and_employer_amounts_for_Social_Security_and_Medicare_

How do I check for different YTD employee and employer amounts for Social Security and Medicare?

Search employee for year-to-date transactions where the employee YTD amount does not match the employer YTD amount. If the employee pay codes are set up correctly, the year-to-date employee contributions for Social Security and Medicare should be the same amount that's contributed by the employer.  

You can use Checkout to find employee YTD amounts that don't match the employer YTD amounts and then run Calculate Benefit Amounts to recalculate the employee benefit amounts.

 

Checking for different YTD employee and employer amounts for Social Security and Medicare

1. Open Connect Payroll > Employees > Checkout.

2. Click to select the Employee Information checkbox.

Employee information checkbox

 

3. Click to select the Check for Different YTD Employee and Employer Amounts for Social Security and Medicare checkbox.

Check for different YTD employee and employer amounts for Social Security and Medicare checkbox

 

4. Click GO (CTRL+G).

The error report lists ##-## YTD Amounts Different for Employee and Employer when the Social Security or Medicare contribution shown on the employee YTD total does not match the YTD total for the employer's Social Security or Medicare contribution.


What if there isn't an error reported? If the error report doesn't list an error for different YTD amounts for the employee and employer, check if the employee withholding (Modify Existing Employee) is set up correctly.

 

Fixing employee and employer YTD amounts that do not match

Usually, the employee Social Security and Medicare YTD amount will match the employer Social Security and Medicare YTD amount. To fix this error, follow these troubleshooting steps.


What if the Checkout Report doesn't list the error ##-## YTD Amounts Different for Employee and Employer? If the Checkout Report doesn't report the error, you do not need to make any of the changes to the Payroll application.

First, check if the employee portion and the employer portion on the pay code are set up correctly

Start with checking the Social Security and Medicare pay code properties in the Pay Codes table (Organization > Pay Codes). The Social Security and Medicare pay codes are updated for the new payroll year at the end of the Payroll Year-end Checklist.

Next, check the Social Security and Medicare pay code properties on the employee pay codes (Employees > Modify Existing Employees).

Second, recalculate benefits

If you made changes to the employer settings, run Recalculate to use the updated pay code information to replace the YTD totals. See How do I calculate benefit amounts?

Last, run Checkout again to verify the error is resolved

When the error is resolved, it will be excluded from the error report (Employees > Checkout).

 

  

 

 

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