1. Select Maintain, Payroll, Benefits - Company Settings
2. Select Add Another Benefit
3. Select Insurance Plan, then click OK
4. Select the type of insurance plan you are adding (Medical, Dental, Vision, etc.)
5. Select Both employee and company for Who pays for this plan?
6. Enter a name for the benefit if necessary
7. Click Next
8. Select the appropriate option for the question: Are the company expenses for this plan tracked per paycheck?
   • No: (This is most common) Select this option if you wish to report the amount only on the employees' W-2
   • Yes: Select this option if you want the liability and expenses recorded on each paycheck
9. If there is a standard amount the company pays for most or all of the employees, enter that amount. Otherwise, leave the amount at $0.00
   Note: This field will not be visible if you selected No in step 8.
10. If there is a standard amount that applies to most or all of the employees, enter that amount. Otherwise, leave the amount at $0.00.
11. Select either Yes or No on the next question. Then click Next
12. Select the appropriate Tax Settings - Employee Contribution for the benefit, and then click Next.
13. Select the appropriate Tax Settings - Company Contribution for the benefit, and then click Next.
14. Select an appropriate GL Account Number for the employee's contribution to the benefit
15. Click Next
16. Enter the appropriate GL Account Numbers for the company's contribution the benefit name.
    Note: The benefit will not be listed if you selected No in step 8 
17. Click Finish

Change the benefit amount for employees or employer

1. If any employee pays an amount that is different than you entered in section II, step 8 or section III, step 10 above, go to Maintain, Employee/Sales Reps
2. Select the appropriate Employee ID
3. Select the Employee Fields tab
4. Un-check Use Defaults next to the benefit name and enter the amount for the deduction as a negative number in the Amount field
5. Click Save

Reporting the cost of coverage on the employees' W-2 forms

1. Select Maintain, Payroll, Payroll Settings
2. Select Taxes on the left side
3. Select Assign Tax Fields
4. Select W-2 Fields
5. In W-2 Box 12, select one of the empty boxes and select the name of the health plan from the drop down list
6. Enter DD in the Use Code column and click OK and then Finish
   Note: If the company expenses were tracked on the paychecks from the beginning of the year, stop here.
7. In the Verify Employee Information window of the W-2 Wizard, enter the reported amount in box 12
8. Continue with the W-2 Wizard as normal