Impound - Manually create payroll liability fund transactions

Follow these steps if you want to manually create and fund liabilities for payroll.

Go to Setup
then Clients
.

Go to the Payroll Taxes
tab for your client.

Mark the Do not create tax liabilities
checkbox.

Set up the client for impound as usual.

In the Transactions to Fund
section of the Impound
tab under Setup
and Clients
, mark the relevant fund type checkboxes.

Make sure you mark the Tax agents
checkbox.

Go to Actions
and select Manage Liabilities
when you're ready to create payroll liabilities.

Select Add Liability
to create a manual liability.

In the

Add Liability

window, choose the tax agent, tax type, transaction date, and amount.

Clear the Exclude from fund processing
checkbox.

Complete this process for each tax type you need.

This article applies to: