83656

Payroll tax tables are stored for both prior and current years.

Cause:

Deltek Vision supports payroll processing for the prior tax year or the current tax year. This flexibility means you can install the year-end payroll update (including updated tax tables) before completing final payroll runs or bonuses for the previous year.

The system determines which Payroll Tax Withholding tables to use based on the W-2 Year selected during processing.

Resolution:

1. Role Permissions

Ensure the following options are enabled for the user role:

• Navigate to Configuration > Security > Roles > Accounting tab.
• Select:
  • Allow Processing in Prior Period
  • Allow Payroll in a Prior W-2 Quarter

2. Verify W-2 Year Settings

• Go to Human Resources > Payroll > Form W-2 Processing.
• The Processing W-2 Year field will automatically populate with the current open W-2 year.
• To confirm the current W-2 year, check Configuration > Payroll > General > General tab under Current W-2 Year.

3. If processing Bonuses or Adjustments

• Navigate to Human Resources > Payroll > Payroll Processing.
• Select the appropriate W-2 Year and W-2 Quarter for the payroll run.
• The system will apply the correct tax tables based on your selection.

Resolution: 

Processing payroll can be done for the prior tax year or the new/current tax year. This means the year-end payroll update to the tax tables that Deltek provides can be installed before the final payroll or bonuses are done at the end of the year. Based on the W-2 year selected, Vision selects the appropriate Payroll Tax Withholding tables that it uses to calculate system withholding amounts.

•  For the role, select Allow Processing in Prior Period and Allow Payroll in a prior W2 quarter on the Accounting tab of Configuration > Security > Roles must be selected for the role. 
• In Human Resources > Payroll > Form W-2 Processing, the Processing W-2 year field is automatically populated with the current open W-2 year. The values for the Current W-2 Year field shows in the General tab of Configuration > Payroll > General.
• If processing a bonus or an adjustment run, in Human Resources >  Payroll >  Payroll  Processing, select the W-2 Year and the W-2 Quarter for the payroll that the payroll payment should be processed in and the correct tax tables will be used.