Kim Landrum  The W2 retirement setting is on each USFIT tax code for each employee.

1. In Sage HRMS, access the Navigation Pane, Select Employees and View/Edit Employees
2. Select an Employee
3. Click on employee payroll tab.
4. Click on the Taxes tab.
5. Select the USFIT tax code and click the tax info button.
6. When the tax detail screen comes up scroll to the Pension Plan setting.
7. Click on the setting to toggle it between "No" and "Yes".
8. Click save and then close.

Kim Landrum  The W2 retirement setting is on each USFIT tax code for each employee.

1. In Sage HRMS, access the Navigation Pane, Select Employees and View/Edit Employees
2. Select an Employee
3. Click on employee payroll tab.
4. Click on the Taxes tab.
5. Select the USFIT tax code and click the tax info button.
6. When the tax detail screen comes up scroll to the Pension Plan setting.
7. Click on the setting to toggle it between "No" and "Yes".
8. Click save and then close.

Thanks so much Beth!  I had a phone call with Sage Customer support today and they gave me the same answer!