Pay Stub Year-to-Date (YTD) Adjustments

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Pay Stub Year-to-Date (YTD) Adjustments can be used to enter a year end taxable benefit such as a vehicle allowance that was not entered previously within the calendar year.

NOTE:  Year-to-Date (YTD) Adjustment pay stubs require that the net pay is zero. Employees will not be able to view the Year-to-Date Adjustment pay stub, however the adjustment amount will be included on any pay stub reports and tax reports such as W2/T4's.

 

There are different methods of creating Year-to-Date (YTD) Adjustments depending on the number of employees you need to make year-to-date adjustments for.

For a few employees:

  • Generate a Year-to-Date (YTD) Adjustment pay stub.
  • Click Payroll, then click Pay Stubs in the main menu.
  • Click New in the button bar.
  • Choose an Employee from the drop-down.
  • Set the Type dropdown box to Year-to-Date (YTD) Adjustment.
  • Choose the last Pay Period of the year. (i.e. for a year end adjustment, last pay period of the year).
  • Select the Transaction Date. (i.e. for a year end adjustment, last day of the calendar year).
  • Enter a Year-To-Date (YTD) amount in the Employer Contributions.
  • Click Save in the button bar to save the Pay Stub.

OR

 

For many employees:

  • Create or Import Pay Stub Amendments and then generate Pay Stubs with a Payroll Run Type of Year-to-Date (YTD) Adjustment.
  • Ensure that one or more pay stub amendments for the Year-to-Date (YTD) adjustments have already been created with an effective date within the start and end date of the last pay period of the calendar year.
  • Click Payroll, then click Pay Stubs in the main menu.
  • Click on the three-dot More button and select Generate Pay Stub to display the Generate Pay Stub Wizard.
  • Click the blue right arrow, to move to next step.
  • Verify the selected pay period is correct.
  • Set the Payroll Run Type to "Year-to-Date (YTD) Adjustment".
  • Select the Transaction Date. (i.e. for year end adjustments select the last day of the calendar year.)
  • Confirm the Payroll Run is correct. In most cases, the default will be the proper value.
  • Click the blue right arrow, to move to next step.
  • Select the employee(s) you want to create the Pay Stub Year-to-Date Adjustment for.
  • Click the green checkmark, to confirm the pay stub was generated successfully and once again to close the generate pay stub wizard.