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Administrator Guide
Last Updated: 2023-06-23
Configure Box 13 for Employees Who Didn't Elect the Company Retirement Plan (USA)

Configure Box 13 for Employees Who Didn't Elect the Company Retirement Plan (USA)

Security: These domains in the Core Payroll functional area:
  • Set Up: Payroll (Calculations - Payroll Specific)
  • Set Up: Payroll - Pay Group Specific
When an employee hasn't elected a retirement plan for which they're eligible, use a memo earning and payroll input to populate box 13 (Statutory Employee, Retirement Plan, and Third Party Sick Pay check boxes) on an employee's W-2. A memo earning passes information through payroll for reporting purposes, but doesn't affect net pay or employee and employer taxes.
  1. Access the
    Create Earning
     task.
  2. Set up a memo earning with these settings on the
    Effective Dated
     tab:
    Option
    Setting
    Worker Eligibility
    Payroll Input Exists for Pay Component
    Calculation Details
    • Calculation:
      Payroll Input
    • Input Amount Allowed?
       Selected
  3. On the
    Non-Effective Dated
     tab, ensure that these
    Groups
     aren't included:
    • Adds to Gross
    • Subtract from Net
  4. Add the memo earning to
    Additional Pay Components to Calculate
     on the
    Edit Run Category
     task.
  5. Add payroll input for the memo earning. Enter at least 1 cent for the earning.
  6. Map the memo earning to the W-2 form.
The
W-2 Preview
 report displays
Yes
 for box 13 of the worker's W-2 form. When you generate W-2 forms, an
X
 displays in the related Box 13 check box.