1. Open 5-3-1 Payroll Calculations.
2. Type a calculation number in the data control box.
3. Type a brief description in the Description box.
4. Select 0 - None from the Tax Type list.
5. Select 1 - Deduct from Employee from the Calculation Type list.
6. Select the Calculation Method as follows:
   • Select 1 - % Gross Pay (unadjusted) or 3 - % Gross + Paygroup Benefits to calculate by percentage.
   • Select 11 - Per Pay Period to calculate by dollar amount.
7. Leave the Default Rate box blank.
8. Leave the Default Max box blank.
9. Select 8 - Dollars/Year from the Max Type list.
10. Enter the liability account in the Credit Account box.
11. Select Use Employee# as subaccount when the Credit Account requires subaccounts.
12. Select all boxes in the Subject to area.
13. Type the W-2 Box number.
14. Type the W-2 Code.
15. Click File, Save.
16. Open 5-2-1 Employees.
17. Click the Calculations tab.
18. Select the Roth IRA calculation in the Calculation column.
19. Enter the employee's Roth IRA rate in the Rate field.
20. Enter the employee's Roth IRA annual maximum dollar amount in the Maximum field.
21. Click File, Save.

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