Why Can’t I Edit a Company-Level Deduction?
When you set up your company-level deductions to be used on employee records, there are two fields that are not editable:
The Type determines how the deduction will be taxed, whether included in employee’s taxable income, or excluded from income. When you assign the deduction to an employee and use in a payroll, you can no longer edit the Type. For more details, see Deduction Types in Patriot Software.
This determines whether the deduction will be calculated as a flat dollar amount or percent of pay. This field is not editable as soon as you first save your company-level deduction.
If you have assigned the deduction to an employee, but have not yet used the deduction in a payroll
Before you can edit the Type, you must first remove the deduction from all employee records. This deduction must not yet be used in a payroll.
You can run the Assigned Deductions report to see a list of employees who have this deduction.
- Go to Reports > Payroll Reports > Deductions & Contributions > Assigned Deductions.
- You can show all deductions, or select only the deduction you want to search.
- Choose “Active” for the Status.
- Click Run Report.
You will need to remove the deduction from each employee record, one at a time.
- Go to the employee’s record > Deduction & Contributions.
- Find the deduction you want to remove.
- Click the trashcan icon at the end of the row.
If you have used the deduction in a payroll
You will not be able to edit either the Type or Method fields. If you need to make a correction to the deduction, you will need to:
- Inactivate the wrong deduction at the company level. This will automatically inactivate it at the employee level.
- Create a new deduction with a different Type or Method.
- Assign the new deduction to employees.