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Jen Koch

Customized Laser Payroll Check Form-NEED HELP-NEED NET YTD OPTION

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Posted By

Really really need help and no one seems to know. I need my Customized Payroll check to show the NET YTD not the GROSS YTD. I can't find it under the default options offered under the ADD DATA FROM SAGE section. I have no idea how to create it myself. Please someone help me before I go bald!! Thank You so much!!!

  • 0
    SUGGESTED
    I don't see YTD net pay as an available field. I'm not trying to argue with you but I'm curious why you need it.

    The only work-around I can think of, and I haven't test this to be sure it's possible, would be to set up a new field and mark it as a memo field so it wouldn't affect the check amount. Then create a formula that calculates net pay on each check. That field would get displayed along with all of the other taxes and misc. deductions so it would show both "This Check" and YTD amounts on the stub.
  • 0 in reply to StephenC
    Our checks have always show the NET YTD until we started with Sage. I work for a printing company and most of my employees are on the line. It is difficult enough to make this change without a ton of people in my office every week for the minor things. They are used to seeing the NET YTD on their checks and now that is showing the Gross they are very confused and they think we are paying them incorrectly because the total at the bottom isn't equaling out to what they have actually been paid. So while it seems like an easy thing to understand and explain to people well not my crowd. So we really want our checks to reflect the same information that is has always reflected and it is proving to be very difficult with not being able to show the NET YTD. Is there some way to just have one of the fields simply subtract the total? Right now it basically says the GROSS YTD and under it says the same thing so it isn't subtracting anything. If you could provide some instruction on how to create a custom field with a formula that would be awesome!!! Thank you so much for your help!!
  • 0 in reply to Jen Koch
    SUGGESTED

    I have worked for a lot of companies in my life and I have never had a NET YTD. I would go to Bellweather (Sample company in your program) and print a paycheck using the payroll template 15 fields. Write a letter to all of the employees and show them all of the fields and manually net out the necessary deductions to show them the NET YTD they are used to seeing. In the future, if they need NYTD, they can calculate it themselves.

  • 0 in reply to Jen Koch
    SUGGESTED

    I thought about this a little more and I think I came up with a simple solution that should help you keep the peace.

    First set up a new formula. Go to the Maintain menu > Payroll Formulas > User Maintained. Fill out the formula screen as follows:

    • At Formula ID enter NETPAY.
    • At Name, enter NETPAY 17. (The number needs to be the two digit year.)
    • Set "How do you classify this formula" to Benefit.
    • Set "Effect on gross pay" to Either subtracts or adds to gross.
    • Filing Status = All.
    • For the formula, enter ANSWER=ADJUSTED_GROSS
    • Click Save.

    Now set up a misc. payroll field to hold net pay.

    • Go to Maintain > Payroll > Employee Defaults.
    • On the Employee Fields tab, go to the first unused line.
    • Enter Net_Pay as the Field Name
    • Check the Calc box.
    • Enter NETPAY as the Formula
    • Check the Memo box.
    • Click the Adjust button. In the window that opens check the Use box next to Gross and each of the taxes and deductions in the Employee Field Names section. If you have any payroll fields (such as vacation or sick time) don't check those. Click OK to save your changes.

    Net pay will now be displayed on the pay stub along with the deductions. But to get the YTD correct you'll have to go to Maintain > Employees/Sales Reps and click the Employee Beginning Balances button. For each employee, enter the day before your next payroll as the date, then scroll down to the NETPAY line and enter their YTD net pay.

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