Setup a 401(K) or Similiar Code

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

A:  CertiflexDimension Client Write-up handles a varity of special tax plans. To handle a payroll tax plan such as pensions, use a Wage Reduction Code. This type payroll code allows you to select which wages and withholdings 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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