Service Titan Knowledge Base

Assign employee benefits and post-tax deductionsLast updated on 03/22/2022

In ServiceTitan Payroll Pro, you can assign an employee’s benefits and post-tax deductions. These deductions are accounted for when you process payroll and in tax documents.


Things to know

  • Post-tax deductions include child support and miscellaneous non-child support deductions such as union dues, tax liens, and repayment of cash advances. The amount is withheld from the employee’s net pay and does not affect taxes.

  • Benefits include flexible spending accounts, health savings accounts, health insurance, and retirement plans.

  • Withheld funds stay in your company’s bank account so you can make the appropriate payments for the deductions and benefits.

  • Tax implications of benefits depend on the benefit type and federal, state, and local laws. Please consult a tax professional for more information.


Assign post-tax deductions

  1. Go to the navigation bar and click Settings icon-settings.png.

  2. In the side panel, go to People > Payroll. Payroll Settings opens.

  3. Under Payroll Pro, in the Payroll Pro Configuration section, click Edit.

  4. In the Assign Benefits and Post-Tax Deductions section, click Start or, if you have existing deductions, click Edit.

    Assign Benefits and Post-Tax Deductions opens listing all your payrolled employees in a table.

  5. For the employee you want to assign deductions, in the Post Tax Deductions column, click Add.

    The Add Post Tax Deduction pop-up opens.

  6. Under Garnishment Type, select the type of post-tax deduction you want to add and enter the deduction details.

    • For Child Support, add details from the child support garnishment order:

      • Amount Requested—Amount of post-tax wages deducted per pay period

      • Max Percent of Disposable Income—Maximum percentage of wages deducted as specified on the garnishment order. If the amount requested exceeds the maximum percentage, the maximum percentage applies.

      • Issue Date—Date the garnishment order was issued

      • Case Number—Unique case number listed on the order

      • State—State the order was issued

      • Effective Start Date—First pay date when deductions apply

      • Provider or Description—Title for the deduction that appears on payroll reports and pay stubs

    • For Misc Deduction, enter details of the deduction:

      • Amount Requested—Total amount of post-tax wages to be deducted

      • Amount Per Pay Period—Amount of wages deducted per pay period. Use the dropdown and select USD if the amount entered is a dollar amount or % of gross pay if the amount entered is a percentage of gross wages. Note: Deductions end when the total amount deducted equals the amount requested.

      • Effective Start Date—First pay date when deductions apply

      • Provider or Description—Title for the deduction that appears on payroll reports and pay stubs

  7. When you’re finished, click Add.


Assign benefit deductions

  1. Go to the navigation bar and click Settings settings.png

  2. From the side menu, go to People > Payroll. Payroll Settings opens. 

  3. Under Payroll Pro, in the Payroll Pro Configuration section, click Edit.

  4. In the Assign Benefits and Post-Tax Deductions section, click Edit.

    Assign Benefits and Post-Tax Deductions opens listing all your payrolled employees in a table.

  5. For the employee you want to assign benefits, in the Benefits column, click Add.

    The Add Benefit Deduction pop-up opens.

  6. From the Benefit Type dropdown, select the benefit you want to add.

    pay

  7. Enter the benefit details:

    • Employee Contribution—How much the employee contributes every pay period for the benefit. From the dropdown, select % if the contribution is a percentage of earnings or USD if the contribution is a dollar amount.

    • Company Contribution—How much the company contributes every pay period for the benefit. From the dropdown, select % if the contribution is a percentage of earnings or USD if the contribution is a dollar amount.

    • Effective Start Date—Date the benefit starts

    • Effective End Date—Date the benefit ends

    • Provider or Description—Title for the benefit that appears on payroll reports and pay stubs

    • Notes—Enter any additional information related to the deduction. 

  8. When you’re finished, click Add.


Edit or delete a deduction

  1. Go to the navigation bar and click Settings settings.png

  2. From the side menu, go to People > Payroll. Payroll Settings opens. 

  3. Under Payroll Pro, in the Payroll Pro Configuration section, click Edit.

  4. In the Assign Benefits and Post-Tax Deductions section, click Edit.

    Assign Benefits and Post-Tax Deductions opens listing all your payrolled employees in a table.

  5. Click Edit for the deduction or benefit type you want to edit. From the dropdown, select the item.

  6. In the pop-up, make any necessary edits and click Update. Or, to delete the deduction, click Delete. Note: When you make a change to the Provider or Description field, a warning message appears when you click Update. If you are editing this field to add miscellaneous information to the deduction, use the Notes field instead of the Provider or Description field.

    Note: When editing a child support garnishment, you will see a note to let you know whether or not the garnishment is automatically remitted. If the garnishment is automatically remitted and you need to make a change, please contact payroll support.


Want to learn more?



Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.