Setup a 401(K) or Similiar Code

Q:  How can I set up my 401K or simple IRA in Client Write-Up?

A:  CertiflexDimension Ultra Client Write-up handles a variety of special tax plans. To handle a payroll tax plan such as pensions, use a Wage Reduction Code. This type of payroll code allows you to select which wages and withholding are affected by the tax plan. To set up this type of code, go to >Maintain Lists >Client Write–Up >Payroll Tax Tables and Codes and select the Wage Reduction Codes tab.  Double-click on a code to edit it and set the fields accordingly.


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