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Global Transfers and YTD totals

edited Sep 5, 2020 12:33AM in Payroll and Global Payroll Interface (GPI) 1 comment

Summary

How do we include YTD totals such as 401(k) with Global Transfers

Content

We have several Global Transfers. How do we insure that employees do not go over their IRS maximums for such elements like 401(k) deferrals, Flexible Spending Account  (FSA) contribution, Health Savings Account (HSA)?  When we have a Global Transfer we can't necessarily transfer the YTD or the W-2s will be wrong. Can we enter a limit? what is the best method.

Sue Tiegs

 

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