Deduction Schedules
PMEI
Deduction Goals
Adding a (tax & no tax filing) New State
100

Where on HOD would you be able to see all of the scheduled deductions? 

DSCH

100

On PMEI are you able to view a clients standard deduction and goal limits? If so, where would you be able to see the information?

Indicative  > Deductions

100

Describe what is the purpose of a deduction goal limit? 

Deduction Goal Limits are designed to prevent employees from going over either predefined dollar amounts, or the amount an employee has opted to contribute to a plan or loan.

100

Where would you guide a tax filing client to add a new state? 

Set up - tools -validation tables- State Tax Jurisdiction AND SUI 

200

True or false: Scheduled deductions are set up in groups and can be withheld at different pay frequencies? 

True

200

What happens when you change the goal limit? 

When a Goal Limit is changed, the Year to Date Accumulation will be cleared out.

200

For a NON Tax Filing client, what two screens are required to setup in order to add a new state? 

STID, AND EXP

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